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        !
Dear DFAmily,

        Design for America(DFA) is all about creating leaders of
        innovation and impact through the implementation of DFA
        projects. We use the human-centered design process to
        help us achieve these goals. However, this process is rarely a
        linear progression, and while it might appear very neat here
        it can be more like a roller-coaster when you’re in the middle
        of it. That’s why we’ve made this guide- to provide you with
        an overview of what you’re getting into and guidance along
        the way.

        This DFA process guide includes three main phases-
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        Understand, Create, Implement, with three steps within each
        phase. In here, you’ll find an overview to each step, a story
        from a real DFA project, actions to take in each step, and a
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        list of criteria to help determine whether or not to move on
        or iterate. You can read the guide on your own, share it with
        friends, or bring it to your next team meeting to discuss
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        what you may want to do next in your project.

        If you’re in a time crunch, we recommend skipping to the
        criteria sections of each step to get a quick overview.

        This guide, is still a work in progress. Like all good designs,
        this is meant to be improved on and to do this we need your
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        help. Please send any suggestions to:

        process@designforamerica.com

        Thank you for joining us in this journey to use design to
        create local and social impact.

        Sincerely,
DFA PROCESS OVERVIEW


      Understand               UNDERSTAND
                               What is the challenge you are trying to solve?
                               The Understand phase involves identifying a challenge in your
                               community you are passionate about solving, immersing yourself
                               in the context where people confront the challenge and reframing
                               how you perceive your challenge to determine where design could
                               make a difference. The more you understand your community the
                               better the solutions your team is likely to develop and improve the
IDENTIFY   Immerse   Reframe
                               world around you.
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           Create              CREATE
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                               What are all the possible solutions that fulfill the need?
                               The Create phase is where you make and test your ideas with
                               community members, mentors, and professional experts. It
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                               involves ideating solutions, building prototypes and testing these
                               prototypes to see what works. You build and test different parts
                               of the solution tossing out the parts that don’t work, and keeping
Ideate      BUILD      Test    the parts that do. Through this iterative process, you can develop
                               the best possible solution for your community.
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         implement             IMPLEMENT
                               How will you get your solution into the world?
                               The Implementation phase is about making sustainable impact
                               with your solution. This stage involves pitching your solutions
                               to secure needed resources, piloting your solution with the
                               community and creating an impact by getting your solution into
                               the hands of people who will use your design.

 Pitch      Pilot    impact
DESIGN JOURNEY TIPS
The design process is a journey. There is no one right or wrong
path, but below are some tips to help you along the way.
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Look Ahead:              Write it Down:            Ask for Help:           Tell Stories:            Iterate:                Reflect:
Life is busy. As a       Don’t assume you’ll       No one has all the      Don’t just tell people   You are not supposed    Throughout your
student, you have a      remember something        answers. There are      what you are doing,      to get it right the     process, it will be
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million things going     later. Always carry a     people all around us    tell them a story.       first time. Learning    important to reflect
on so it takes a         pen and notebook and      who have unique and     Tell them about the      the design process      on how you’re feeling
little bit of planning   write down a thought      potentially helpful     people you’ve met,       is never-ending.        and evaluate your
ahead. Create a          or observation when       expertise. It’s easy    their lives, something   You become better       work. By reflecting,
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timeline and a list of   it hits you. When         to waste time being     they said, and how       and better at it over   you become more
milestones for each      appropriate, take         afraid of not knowing   they can help. Think     time and so do your     aware of what you’ve
term, email people       a picture of what         what to do. Reach       about your audience      ideas. Don’t stop       learned, what you are
well in advance and      inspired you. These       out and ask for help.   and what they would      after one good idea     uncomfortable with,
put agendas together     artifacts will help you   Celebrate what you      be most excited to       or building one good    and when to ask for
before a meeting so      down the road to          don’t know and what     hear about. If they’re   prototype. Go back      help.
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you know what you        make sense of your        you can learn from      excited to hear your     to the community
hope to achieve.         observations and tell     others.                 story, they’ll be more   continuously to learn
                         your story later on.                              likely to help.          how to improve your
                                                                                                    solutions.
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        Understand
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                                                                        INTRODUCTION
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                                                                        Identify is the step when you find a challenge
                                                                        that excites your team, has the potential to make
                                                                        a positive impact, and when you establish a
                                                                        community partner.
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                                                                        The design process begins with identifying a challenge
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                                                                        that you aim to solve. Don’t try to solve everything




                                                                                                                                         Intro
                                                                                                                                                   IDENTIFY
                                                                        at once. A good challenge is daring, feasible, and
                                                                        applicable; this means that when you talk about your




                                                                                                                                         duction
                                                                        challenge most people will agree that it’s a big problem,
     IDENTIFY
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                                                                        you should be able to access community members
                                                                        experiencing the problem, and is relevant across the
                                                                        country.
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                                                                        During this step, you’ll want to establish a community
                                                                        partner. A community partner is someone within a local
                                                                        organization working on your selected challenge. Your
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                                                                        community partner can share his or her expertise and
                                                                        connect you to individuals experiencing the challenge.

                                                                        Actions in Identify:
                                                                        •	 Seek challenges in your community
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                                                                        •	 Establish a community partner
                                                                        •	 Evaluate and select challenge




                                                                          How does Identify set you up for success in Immerse?
                                                                          Identifying provides the team with an area of focus. It also
                                                                          provides the team with a community partner who can provide
                                                                          expertise on the challenge and access to users.
     Nana and team identifying challenges to kick-off the school year
     studio (2010)
STORY: WATER CONSERVATION                                               Establish a community partner                                               13


                                                                        Working with a campus group who had expertise in water                       U

                                                                        conservation gave us access to a lot of information about
                                                                        the challenge and had the potential to help us apply our
                                                                        solution later in the process. Although it took some time to
                                                                        find the right person to talk to, over time, we also established
                                                                        a relationship with our campus cafeteria. They didn’t let us in             C

                                                                        the kitchen at first, but we established a good rapport with
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                                                                        the manager and were able to work with the staff on the




                                                                                                                                                 Story
                                                                                                                                                         IDENTIFY
                                                                        project to observe how they used water. For these reasons we
                                                                        felt that the challenge was applicable.

                                                                        Evaluate and select challenge




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 The project team identifies that water conservation in the cafeteria   We did a bit more research to narrow the challenge down
  was a daring, feasible, and applicable challenges (2009)              and identify a place and a specific user. One of the things
                                                                        that we looked at was the water usage in dining halls and




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                                                                        restaurants. A huge amount of water is used in dining halls
Seek challenges in your community
                                                                        and restaurants! Since we were able to establish a relationship
We were looking for a challenge and we knew we were
                                                                        with a community partner within a cafeteria, we decided to
interested in the environment and sustainability. We read
                                                                        focus our efforts here. At this point our challenge became




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the local newspaper, and talked to a number of friends and
                                                                        “how can we reduce the amount of water usage in cafeterias?”
professors to come up with a number of different general
challenges. Through talking about our challenge to friends we
discovered that there was an organization on campus that was
working on water conservation, and this was a topic our team
was passionate about.




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Through these discussions we felt that there would be lots of
opportunities to innovate – after all, water is used all over the
place. At this point one of our challenge questions was “how
can we reduce water usage?” We looked at our challenges
and felt that water conservation had the most potential for
a number of reasons. We realized that this might be a great
                                                                         Skills to Practice:
place to make an impact because water conservation is a
                                                                         •	 A strong ability to communicate DFA’s mission - to create positive
huge problem. We were really excited about it, and felt it
                                                                            social impact
would make it a really daring challenge. Also, water is used
                                                                         •	 Communicating with a potential community partner that DFA projects
everywhere, and so we would be able to access, observe and                  draw on understanding community members, and that this requires
interview community members in a number of different places,                having access to observe and test with these community members.
so it seemed feasible.
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     ACTIONS                                                                                                                                           15

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     Seek challenges in your community
     Decide as a group your project time-frame and which
     challenge theme you want to focus on within the areas of
     Health, Education, Economy or the Environment. You can do
C    a big brainstorm of potential challenges at the beginning or                                                                                      C

     decide who is going to look into what before regrouping and
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     determining your challenge direction. It’s often a good idea




                                                                                                                                                    ACTI
                                                                                                                                                           IDENTIFY
     to generate a number of project ideas at first. You can seek
     challenges from sources such as: competitions for social good,




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     existing campus initiatives, the local or national news, or by
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     simply asking those within your community on and off-campus         Yuri Malina talking to a community partner about her experiences
     what they think is a big need.                                       with asthma. (2011)

     Phrase your potential challenges as challenge statements.         community partner who is close to campus - 15 minutes travel
     Challenge statements are ‘how can we...’ statements, such         is a good rule of thumb.
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     as ‘how can we reduce water usage?’ or ‘how can we reduce
                                                                       Reach out to someone within the organization. You’ll want to
     childhood obesity?’ Challenge statements describe the
                                                                       contact someone who has the time to help you coordinate
     problem that a project team is trying to solve. They are a tool
                                                                       interviews and visits. For example, if you’re doing work
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     for you to evaluate and reflect upon your project direction.
                                                                       with autistic children in a school this might be their teacher.
     At this stage challenges should point to a general problem, but   Overtime, you may need a manager or key decision maker to
     not suggest how you will solve the problem. You won’t have        ensure you can continue working with the group.
     learned enough about the problem to know how to make an
                                                                       When speaking to your community explain what you are trying
     impact. ‘How can we reduce water usage within cafeterias?’ or
                                                                       to achieve and the types of challenges that DFA teams tackle.
     ‘how can we improve the lives of the mentally disabled?’ don’t
                                                                       Focus the conversation on those the organization serves and
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     tell you much information or how you will tackle the problem.
                                                                       try to avoid projects that treat the partner as a client such as
     This is the level of specificity you want at this stage of the
                                                                       website re-designs, volunteer engagement strategies, or fund-
     process. This challenge statement will become more specific
                                                                       raising campaigns. We find focusing on the challenge is where
     after establishing and talking with a community partner.
                                                                       DFA teams can best deliver.
     Establish a community partner
     Having decided upon a possible challenge you’ll need                Keep an eye out for: staying in your comfort zone
     to establish a relationship with a community partner. A             It’s important to push yourself outside of your comfort zone. It can be
     community partner is an organization that can provide you           intimidating to talk to strangers. It will often take time and multiple
                                                                         tries to get a hold of people but persistence is key. Your projects will
     with domain expertise and give you access to community              benefit enormously if you get advice and feedback from experts in
     members so you can really look into the problem. If you’re          design and the domain in which you are working. It will also benefit
     looking at childhood obesity for example, your community            enormously if you can access the community members for whom you
                                                                         want to design.
     partner might be a local school. It works best to have a
16                                                                                                                                              17
                                                                         Evaluate and select the challenges
U                                                                                                                                               U
                                                                         Now that you have identified potential challenge statements
                                                                         and established a community partner, evaluate potential
                                                                         challenges based on whether they are:
                                                                             Daring
C                                                                            Successful projects tend to tackle an exciting and big             C

                                                                             challenge.
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                                                                             Ask yourself: If you are successful, is there an opportunity




                                                                                                                                             ACTI
                                                                                                                                                    IDENTIFY
                                                                             to make an impact on a serious problem? Can you make
                                                                             explain within 30 seconds why your challenge is a big




                                                                                                                                             ONS
                                                                             problem?
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      Sean Hammett evaluating potential challenge statements. (2011)
                                                                             Feasible
                                                                             Successful projects require access to the community
     As you identify and talk to a community partner you’ll begin to         members experiencing the challenge.
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     narrow down your challenge statement further so you can be              Ask yourself: Do you have access to community
     more focused when you get to the Immerse stage. Ask your                members? Will you be able to observe community
     partner: Who do you serve? What are the biggest challenges              members experiencing the challenge? Can you test or
     your community faces? At this point, you can evaluate your
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                                                                             photograph the challenge?
     challenge statement to include a particular person and place.
     For example, the water conservation challenge went from                 Applicable
     reducing water usage in general to, “how can we reduce water            Successful projects tend to solve problems that are
     waste in cafeterias and restaurants?” They also knew from a             present in many places across the country, but are within
     little bit of online research that water waste was a big issue,         a domain in which the team could have influence.
     so it’s important to look up some key statistics to determine
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                                                                             Ask yourself: Will solutions to this problem be applicable
     whether or not your challenge is a big problem.                         to lots of places in the US? Is it in a domain that is within
               How can we reduce water usage?                                your sphere of influence?

                             How can we reduce water waste in
                                                                         Use the following DFA Project Scoping wheel with your team
                             cafeterias?
                                                                         to help identify your challenge. Once you have identified a few
                                                                         potential challenge statements, share them with others and
                                           How can we get customers to   your community partner to determine which one might be the
                                           scrape their plates?          best to pursue.
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     DFA Project Scoping Wheel                                                                                                                  CRITERIA
                                                                                                                                                Now use this guide to help you think about your own project.
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     DFA Project Scoping Wheel                                                                                                                  Have we done the following?
                                                                                                                                                …… Allowed team members to give input on the challenge
                                                                                                                                                …… Created a broad challenge statement that defines a problem,
                                                                                                                                                   and a potential location to observe the challenge
C                                                      If I had 30 seconds                                                                                                                                                 C
                                                        with the President,             Do I know who                                           …… Secured a community partner(s) with established access to
                                                       is this what I would             my users are?
 I                                                           talk about?
                                                                                                                                                   community members-within 15 minutes travel of your campus is             I
                                                      If I had 30 seconds
                                                      with the President,               Do I know who                                              a good rule of thumb
                                                                                                                       Can I




                                                                                                                                                                                                                     Criteria
                                                                                                                                                                                                                                IDENTIFY
                     When I explain                                                     my users are?
                  it, do people say
                                                      is this what I would                                         photograph or                …… Obtained evidence and statistics to communicate why the
                                                            talk about? m?
                                                                      le                 Is i                         test the
                “oh yeah,that
                                                                     ob                      ta                                                    challenge is a big problem
                   is a big                                        pr                            ne                  problem?
                                                                                                                        Can I                   …… Established design mentors who have professional experience
                   When I explain                           g                                      e
                                                          bi
                problem!”?
                it, do people say                                                                                   photograph or
                                                                        em?              Is i                                                      with the design process (challenging, but recommended)



                                                                                                          d
                                                                                                                       test the
                                                                     obl
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                                                                                                                                                D
                                                                                              ta
                                                      y




               “oh yeah,that




                                                                                                            in
                                                                   pr
                                              lly eall




                                                                                                                      problem? Can I            …… Established additional advisers who have expertise in the
                 is a big
                                                                                        FE       ne                            reach users
                                                            g


                                                                                                          my n m
         Can I problem!”?                                 bi               G               A        e                                              domain of your challenge - these may often be the same as your
                                                   r




               feel                                                                                                              in under
                           es it tacklit aar kle a



                                                                      IN




      the excitement
                                                                                                            d
                                                                                                                               15 minutes?



                                                                                                            comm coty?
                                                                                              SIB SI

                                                                                                                                                    community partner (challenging, but recommended)
                                                                                                              i
         in the air?
                                                               DAR DAR




                                                                                                                                     Can I
                                                                                        FE
                                            ea




                                                                                                                                reach users
                                                                                          A
                                   es e t c




                                                                           G
               R



                                                                                                                                                      R
                                                                                                 LE BLE

        Can I feel                                                                                                                 in under
                                                                                                                y
                                                                                                                 unimmunity?
                                                                  IN




     the excitement                                                                                                             15 minutes?
        in the air?                                                                                                                 Can I
                                                                                                                                                How do we know we’ve identified the right challenge for our team?
         Does it ask
                                                                                                                                  partner
        a new ques-
                                                                                                                                with a local
                                                                                                                                                …… Our challenge is Daring: it is a really big problem
                                                                           PP
                                Do


                                                                    A




                                                                                         BL
             tion?
                                                                                           E




                                                                                                                              organization?     …… Our challenge is Feasible: we have access to users and can
                                                                                LIC A
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                                                                                                                                     Can I         observe the problem
      Does it ask
                                                                                                                                    partner
                                                                                                          S?




      a new ques-
                                                          it                                                                     with a local   …… Our challenge is Applicable: it is a problem across the country
                                                                        PP
                         Do
                                                Is




                                                                                                          U
                                                                    A




                                                                                   B L he
         tion?
                                                                                           E




                                                               a            L                                                   organization?      and is within our team’s sphere of influence
                                                                        e d t I C A h out t
                    Is it in                                       ne
                  the news?                                                  h    g
                                                                                 ro u                          Is it in my sphere
                                                                                                          S?




                                                          it
                                              Is




                                                                                                           U   of influence?
                                                                                                                                                How do we know if our team should pause or take a step back?
                                                               a                                     he
                                                                   ne                           t
                                                                                            out
                   Is it in                              ed
                                                 Is it
                                                                               thAre thereh                                                     …… We don’t have an established community partner
                 the news?                  implementable?                       ro u g companies               Is it in my sphere
                                                                                 or non-profits inter-                                          …… We have no evidence that our challenge is a big problem
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                                                                                 ested in this problem?         of influence?
                                                                                                                                                …… We can’t reach our community members to interview and
                                              Is it
                                                                                 Are there companies                                               observe them
                                         implementable?
                                                                                 or non-profits inter-                                          …… Our team members are not excited by the challenge
                                                                                 ested in this problem?
20                                                                                                                                                   21
                                                                            INTRODUCTION
U                                                                                                                                                     U
                                                                            Immersing yourself in the challenge means
                                                                            becoming an expert on the issue and experiencing
                                                                            your challenge first hand.

C
                                                                            It’s important to immerse yourself in the challenge,                     C
                                                                            learning everything you can about the subject matter
 I                                                                                                                                                    I
                                                                            and to truly empathize with your user’s experience.




                                                                                                                                                Intro
                                                                                                                                                          IMMERSE
                                                                            This step can help reveal gaps in existing solutions
                                                                            and highlight interactions and relationships to uncover




                                                                                                                                                duction
                                                                            unexpected patterns.
     IMMERSE
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                                                                            Immersing oneself includes researching a variety of
                                                                            sources for background knowledge, but then really
                                                                            jumping in to learn as much as you can from people
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                                                                            by talking to them and observing them. You’ll want to
                                                                            collect enough information and artifacts to help you
                                                                            better determine where design can make a difference.
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                                                                            Actions in IMMERSE:
                                                                            •	Get a Google PhD
                                                                            •	Interview experts and users
                                                                            •	Observe the challenge in context
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                                                                              How does Immerse set you up for success in Reframe?
                                                                              Provides the team with research and behaviors to derive to help
     Yuri and Sheila spending time with kids from the Academy for             uncover new perspectives for looking at the challenge.
     Global Citizenship to more deeply understand children’s relationship
      to the environment (Summer 2010)
STORY: HOSPITAL ACQUIRED INFECTIONS                                 encouraged to wash their hands. However, in reality, studies                 23

                                                                    showed hospital staff only washed their hands 40% of the                     U

                                                                    time!

                                                                    Interview experts and users
                                                                    We partnered with two hospital units, one near the
                                                                    Northwestern University campus, and another in downtown                      C

                                                                    Chicago. In both cases we were connected with a small unit
                                                                                                                                                  I
                                                                    within the hospital, which meant we had easier access to




                                                                                                                                              Story
                                                                                                                                                      IMMERSE
                                                                    people to talk to. We spent most of our time observing in the
                                                                    hospital near the University, but we also made sure to build
                                                                    off the knowledge of those who have been doing this for a
                                                                    long time. We interviewed hospital staff as well as nurses to




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  Hand hygiene team (clockwise: Yuri Malina, Mert Iseri, KC         learn more about what they do and what they find difficult
  Porter, Hannah Chung photographed by coach Jeanne Olson)
                                                                    about keeping up with their sanitation regulations. These
  during observations, (Summer ‘09).
                                                                    conversations helped us understand how big the challenge is




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                                                                    and what to look for when doing our observations.
Get a Google PhD
An advisor recommended to us the challenge, “How can we
reduce hospital-acquired infections?” Our initial research          Observe the challenge in context




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told us that hospital-acquired infections were indeed a BIG         For the first few weeks of the project we spent a long time
problem – responsible for 100,000 deaths every year in the US       observing in shifts at the hospital. The hospital ran 24/7 so
alone! However, beyond our assumptions that it was related to       we would carry out observations at all times of day. In the
hand-hygiene we realized that there was a lot we didn’t know        observations we were looking to see the hospital staff’s
about the problem. So we decided to investigate the ways that       working life. During this time, we noticed that staff never
infections were passed around hospitals and different factors       washed their hands if they were carrying something. We also




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that affected hospital acquired infections.                         noticed that staff would wipe their hands on their scrubs after
Some of us read up on different factors and interventions           holding something wet and before shaking hands. One of our
that have affected the rate of hospital-acquired infections.        team members even ended up in the hospital due to injury
Our research helped us see that although people knew the            and counted the times the staff did and did not sanitize their
‘solution’ to the problem – regularly cleaning with antibacterial   hands! This experience gave us a lot of insight around hospital
soap or gel - this never seemed to happen in reality. There had     staff’s current practices and where design might make a
been countless interventions that had all failed. This helped us    difference.
see that one possible route was looking at ways to increase
how regularly cleaning occurred in the hospital.
                                                                     Skills to Practice:
When we researched current hospital best practices, we found         •	 Ethnography - capturing specific, accurate and objective data about
that there were five check-points where hospital staff were             community members in the context of the challenge.
24                                                                                                                                                         25
     ACTIONS
U                                                                                                                                                          U
     Get a Google PhD
     Discuss as a team your assumptions about the problem to
     acknowledge your current understanding and identify areas
     that need further investigation. Determine who is affected
C
     by the problem and why the problem persists. You’ll want to                                                                                           C
     look for “slap-stats.” Slap-stats are statistics that when you
 I                                                                                                                                                         I
     share them, they feel like a slap and surprise to your listener.
     There are numerous sources you can look to help answer




                                                                                                                                                               IMMERSE
                                                                                                                                                        ACTI
     your questions and learn more about the challenge including:
     wikipedia, websites of organizations, forums and online                  Mert Iseri, interviewing nurse and staff at the local hospital.




                                                                                                                                                        ONS
     communities about the issue as well as academic literature to            (Summer 2009)
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     see what research is already out there.
                                                                            Observe the challenge in context
     Interview experts and users
                                                                            Observing the challenge is a great way to find differences
     The purpose of interviews is to understand why people do               between what people say and do. Determine the best location
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     what they do. Throughout your research, share your findings            to observe people interacting with the challenge. While in the
     with each other and look for surprising information that               field, position yourself in a place that doesn’t interfere with the
     challenged your assumptions. Before an interview, determine            flow or normal behavior of the community members you are
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     what information you need to know, and a list of questions to          observing. Focus on what is happening and avoid making any
     help you find these answers.                                           judgements, simply record what you see. For example don’t
     Your questions should start out broad and become more                  record “child was jealous of his brother’s toy” rather “the child
     specific. Ask open ended questions, avoiding questions that            cried when his brother was given a toy.”
     lead to yes or no answers. For example, “How do you decide             Take notes, photos and look to capture many different aspects
     which tool to use?” instead of closed and leading questions            of the community member’s experience. When you notice
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     such as “Do you think education is important?”                         something important or interesting make a note or a quick
     Ask follow up questions such as “what do you mean?” “Can               sketch. It’s vital to capture what you see, when you see it.
     you tell me more?” or often the best question can simply be,           Focus on interactions and relationships. A good rule of thumb
     “why?”                                                                 is to look at AEIOU: Activities, Environments, Interactions,
     Try to elicit stories and don’t be afraid of silence. Silence offers   Objects, and Users so that you can really see all the variables
     up more time for the other person to elaborate.                        that influence your challenge.

     Interviews can be short and informal or prepared and
                                                                              Keep an eye out for: leading the witness
     scheduled to better understand how and why a person acts a
                                                                              Sometimes, after you do background research, you may think you know
     certain way. Ask your community partners for 20-30 minutes               what the challenge is and you can start to look for evidence to support
     of their time or to connect you to other experts and users you           this. This is called “confirmation bias.” When doing interviews, be
     can speak to. Thank them profusely for their time and give               careful to not ask leading questions to confirm your assumptions.

     them a way to contact you.
26
             CRITERIA                                                                      27

U            Now use this guide to help you think about your own project.                  U



             Have we done the following?
             …… Gathered information from a variety of credible sources
             …… Identified potential gaps in existing solutions
             …… Distilled slap-stats and research illustrating why the challenge is
C                                                                                          C
                a big need
 I           …… Established relationships with experts and community members                I
                who we feel comfortable asking for guidance and feedback




                                                                                      Criteria
                                                                                                 IMMERSE
             …… Collected quotes or stories from community members or
                experts that help us and others understand the problem
             …… Taken photos and notes throughout our research and shared
                 with team
     D



             D
             How do we know if we immersed in the challenge well enough?
             …… We can explain why our challenge is a big deal in under a
     R



                   R
                minute
             …… We can highlight potential gaps within existing solutions
             …… We can hold a conversation on the subject throughout dinner or
                a party
     AF



                               AF
             …… We have some sense of how it feels to experience the
                challenge
             …… We can tell real stories as to how the challenge affects the
                community


             How do we know if our team should pause or take a step back?
             …… We have only done online research
         T



                                                   T
             …… We have not talked to community members confronted with the
                challenge
             …… We have no evidence that our challenge is a big need or
                community members and experts don’t think the challenge is a
                big problem
             …… Our challenge can only be solved by a means beyond our ability
                to influence
28                                                                                                                                            29
                                                                           INTRODUCTION
U                                                                                                                                             U
                                                                           Reframing means finding patterns from within your
                                                                           research, more clearly defining the challenge you
                                                                           aim to solve, and setting goals for what you hope
                                                                           to achieve.
C                                                                                                                                             C
                                                                           Reframing helps you find patterns within your research.
 I                                                                                                                                             I
                                                                           During this step, you are looking for “truths” or insights




                                                                                                                                                    REFRAME
                                                                                                                                          Intro
                                                                           that help explain why people make the decisions they do,
                                                                           what motivates them, and what influences them. These




                                                                                                                                          duction
                                                                           patterns then become the driving force and rationale for
      REFRAME
     D



                                                                           D
                                                                           the solutions you come up with.

                                                                           This step entails finding patterns and insights from
                                                                           your research, looking at the problem from multiple
                R



                                                                                R
                                                                           perspectives and defining key moments where design
                                                                           can make a difference.
                           AF



                                                                                           AF
                                                                           Actions in REFRAME:
                                              T



                                                                                                             T
                                                                           •	Make sense of your research
                                                                           •	GENERATE & Choose challenge statements
                                                                           •	Define DESIGN goals




                                                                             How does Reframing set you up for success during Ideation?

                                                                             Provides the team with narrowed down challenge statements
     Lulu and others evaluating their challenge statements using the DFA     and insights that help the team come up with solutions
     Project Scoping Wheel (Leadership Studio 2011)
31
STORY: CHILDHOOD OBESITY                                              GENERATE & Choose challenge statements
                                                                                                                                         U
                                                                      After we looked for patterns within our research, we still
                                                                      weren’t completely sure of the direction we were headed.
                                                                      So we individually brainstormed all the potential challenge
                                                                      statements we could according to different people and
                                                                      locations the challenge occurs, coming up with close to 40
                                                                                                                                        C
                                                                      different challenge statements.
                                                                                                                                         I
                                                                      We all then starred the ones we liked the most, which
                                                                      narrowed things down to about 10 statements. We made a




                                                                                                                                       REFRAME
                                                                                                                                       Story
                                                                      matrix with one axis being a scale of how excited we were
                                                                      about the statement and the other axis was how feasible it
                                                                      was. We took all of our starred challenge statements and




                                                                      D
D
                                                                      discussed each one to evaluate it. Feasibility and accessing
James, from Fruit Buddi, mapping the in-store grocery experience to
                                                                      users became a big issue for us and so as we discussed
determine where design might make a difference. (Summer 2011)
                                                                      our options, we decided that we could access children and




                                                                            R
      R
                                                                      families in a grocery store nearly any day. Therefore after
Make sense of your research                                           going through all of the options the statement, “How can we
We did a lot of research both online and mostly by                    provide kids with their own shopping experience and reward
                                                                      healthy choices?” was both the most feasible and the most




                                                                                      AF
interviewing and observing kids, parents, schools, and
                 AF
community centers. It was somewhat overwhelming to                    exciting to us as a team.
have so much information, but luckily, we connected with              Define DESIGN goals
professional designers to help us make sense of all of our
                                                                      Based on our insights, we determined the following design
information. We used a variety of techniques to help us look
                                                                      goals for our project: encourage ownership, provide a sense
at all of our information in different ways such as asking
                                                                      of reward, and make a game out of selecting fruits and
ourselves, what is it about flaming hot cheetos that kids love




                                                                                                         T
                                    T
                                                                      vegetables. We then used these goals to help guide our
so much? What are all the moments throughout their day
                                                                      brainstorm and ideation session.
when they decide to eat? Who controls these decisions? We
made diagrams of their day, we listed out all the different
stakeholders involved in these decisions and how they affected
the situation according to their own motivation and biases.
From this pattern finding, we were able to derive insights and
key lessons such as: kids want to eat healthy, culture plays a
big role in food choice, kids have most control over their snack
choices above other meals.

                                                                       Fruit Buddi’s brainstorm of Challenge Statements according to
                                                                       different stakeholders and locations. (Summer 2011)
32                                                                                                                                                      33
     ACTIONS
U                                                                                                                                                       U
     MAKE SENSE OF YOUR RESEARCH
     Below are a list of ways you can make sense of your research.
     Each one can lead your team to uncovering new ways to look
     at your challenge.
C                                                                                                                                                       C
         Clustering
 I                                                                                                                                                      I
         Write down each individual observation you’ve made on
         a post-it note, especially things that surprised you while




                                                                                                                                                            REFRAME
                                                                                                                                                     ACTI
         immersed in your challenge. As a team, cluster words or
         topics that seem similar or related. Circle each cluster and




                                                                                                                                                     ONS
         label them with a theme that ties them together. This will
     D



                                                                          D
                                                                            Fruit Buddi’s clustering their observations to look for patterns.
         help you find broad themes about your challenge.                   (Summer 2011)

         Journey Map
                                                                          After using some of these or similar methods, write down
         Reflect on the stories you heard from your users and
          R



                                                                                R
                                                                          3-5 main take-aways you have from doing this process.
         community. Diagram a person’s day and highlight                  These take-aways are called insights. An insight is a new
         moments where they are interacting specifically with the         understanding of the problem.
         challenge. This will help you see potential key moments          GENERATE & Choose challenge statements
                     AF



                                                                                             AF
         where design can make a difference.
                                                                          Generating new challenge statements can help your team
         Stakeholder Matrix                                               look at your project from new perspectives and more clearly
         Create a grid using marker or masking tape. On one axis,         understand what you aim to solve . There are several ways
         write down all the various people who impact or influence        you can generate new challenge statements. You can use your
         your challenge. On the other axis, write down all the            stakeholder matrix or journey map to think to stimulate many
         places where people interact with the problem. This will         difference challenges statements.
                                        T



                                                                                                                      T
         help you uncover opportunities for design you may not
         have considered before.
         Pain Points & Bright Spots
         On post-it notes, write down and cluster all the moments
         that seemed to cause the most difficulty for those
                                                                            Keep an eye out for: analysis paralysis
         interacting with your challenge. Similarly, write down all
                                                                            It is easy to feel like there is always more to understand and more
         the times where a person or group of people overcame               research is needed before moving forward. However, you can spend
         a challenge that the rest of their peers still face. This will     so much time researching that your team might lose steam. Although
         help you uncover extreme scenarios and gaps for where              deep understanding is key, it’s also important to be confident in your
                                                                            knowledge and fearless in moving forward. The process is iterative
         design can make a difference.                                      and you can always come back to do more research, while still making
                                                                            progress on the project.
34                                                                                                                                            35
                                                                            Ask yourself: Do you have stories from the community
U
                                                                            depicting how they experience your challenge? When you            U

                                                                            share your insights with your community partners and
                                                                            users do they confirm this is a challenge?
                                                                            Applicable
                                                                            Successful projects tend to solve problems that are
C                                                                                                                                             C
                                                                            present in many places across the country, but are within
 I                                                                          a domain in which the team could have influence.                  I




                                                                                                                                                  REFRAME
                                                                            Ask yourself: Do others share their own stories about




                                                                                                                                           ACTI
                                                                            how they or someone they know has experienced the
                                                                            challenge?




                                                                                                                                           ONS
     D



                                                                       D
      Fruit Buddi’s evaluating their potential challenge statements.
                                                                       Once you have 1-3 Challenge Statements, share them and their
      (Summer 2011)
                                                                       rationale with your community partners to get their feedback
                                                                       to decide if they are challenges worth pursuing.
                                                                       Define DESIGN goals
           R



                                                                             R
     Another method is to create a map of existing solutions
                                                                       Design goals are properties you intend for your solution to
     and see where the gaps are. These gaps can then help you
                                                                       have. It is simply taking your insights and translating these
     generate new challenge statements.
                                                                       into goals. For example- an insight that “kids are more likely to
                      AF



                                                                                       AF
     To choose a challenge statement you can start out by voting       eat food they pick out themselves” becomes a design goal of
     on your favorites as a team. Then use these and evaluate them     “encourage children to select their own food.” Therefore your
     using the DFA Project Scoping Wheel previously discussed on       solution should encourage children to pick out their own food.
     page 18.                                                          It’s good to have 3-5 of these design goals before starting
     Unlike the identifying step, your challenge statement after       your ideation. These design goals are important to help guide
     reframing should be one that inspires solutions and prepares      your team before ideation and evaluate your ideas afterwards.
                                          T



                                                                                                          T
     your team for ideation.
     At this point in the process, a well defined challenge is:
          Daring
          Successful projects often highlight a challenge that
          everyone can agree is a big challenge.
          Ask yourself: When you share your challenge, are they
          surprised by your insights and excited to learn more?
          Feasible
          Successful projects base their solutions directly from
          insights from the community.
36
             CRITERIA                                                                   37

U            Now use this guide to help you think about your own project.               U



             Have we done the following?
             …… Shared our research with our team members
             …… Analyzed our research to gain new perspectives
             …… Written down 3-5 key insights
C                                                                                       C
             …… Established 3-5 design goals
 I           …… Developed a Challenge Statement with a specific user and                 I
                context based on research




                                                                                             REFRAME
                                                                                  Criteria
             …… Collected quotes or stories from community members or
                experts that help you understand the problem
             …… Re-told these stories from community members or experts that
                help others understand the problem
     D



             D
             …… Shared your challenge statement(s) with your partner or experts
                to get feedback on your project direction


             How do we know we’re ready to start ideating solutions?
     R



                   R
             …… We can identify specific behaviors we would like to encourage
                with our design
             …… We’ve uncovered insights about our community members that
     AF



                              AF
                are not obvious
             …… We’ve uncovered insights about our community members that
                give us a sense of how you might start to solve the problem
             …… Our challenge statement make us imagine many different types
                of solutions


             How do we know if our team should pause or take a step back?
         T



                                                 T
             …… We have not talked to community members confronted with the
                challenge
             …… We have only done online research
             …… We feel really overwhelmed by the challenge and don’t feel we
                can make an impact
             …… Community members and experts don’t think the challenge
                solves a big problem

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Design for America_Process Guide_UNDERSTAND

  • 1. D r a ft !
  • 2. Dear DFAmily, Design for America(DFA) is all about creating leaders of innovation and impact through the implementation of DFA projects. We use the human-centered design process to help us achieve these goals. However, this process is rarely a linear progression, and while it might appear very neat here it can be more like a roller-coaster when you’re in the middle of it. That’s why we’ve made this guide- to provide you with an overview of what you’re getting into and guidance along the way. This DFA process guide includes three main phases- D D Understand, Create, Implement, with three steps within each phase. In here, you’ll find an overview to each step, a story from a real DFA project, actions to take in each step, and a R R list of criteria to help determine whether or not to move on or iterate. You can read the guide on your own, share it with friends, or bring it to your next team meeting to discuss AF AF what you may want to do next in your project. If you’re in a time crunch, we recommend skipping to the criteria sections of each step to get a quick overview. This guide, is still a work in progress. Like all good designs, this is meant to be improved on and to do this we need your T T help. Please send any suggestions to: process@designforamerica.com Thank you for joining us in this journey to use design to create local and social impact. Sincerely,
  • 3. DFA PROCESS OVERVIEW Understand UNDERSTAND What is the challenge you are trying to solve? The Understand phase involves identifying a challenge in your community you are passionate about solving, immersing yourself in the context where people confront the challenge and reframing how you perceive your challenge to determine where design could make a difference. The more you understand your community the better the solutions your team is likely to develop and improve the IDENTIFY Immerse Reframe world around you. D D Create CREATE R R What are all the possible solutions that fulfill the need? The Create phase is where you make and test your ideas with community members, mentors, and professional experts. It AF AF involves ideating solutions, building prototypes and testing these prototypes to see what works. You build and test different parts of the solution tossing out the parts that don’t work, and keeping Ideate BUILD Test the parts that do. Through this iterative process, you can develop the best possible solution for your community. T T implement IMPLEMENT How will you get your solution into the world? The Implementation phase is about making sustainable impact with your solution. This stage involves pitching your solutions to secure needed resources, piloting your solution with the community and creating an impact by getting your solution into the hands of people who will use your design. Pitch Pilot impact
  • 4. DESIGN JOURNEY TIPS The design process is a journey. There is no one right or wrong path, but below are some tips to help you along the way. D D Look Ahead: Write it Down: Ask for Help: Tell Stories: Iterate: Reflect: Life is busy. As a Don’t assume you’ll No one has all the Don’t just tell people You are not supposed Throughout your student, you have a remember something answers. There are what you are doing, to get it right the process, it will be R R million things going later. Always carry a people all around us tell them a story. first time. Learning important to reflect on so it takes a pen and notebook and who have unique and Tell them about the the design process on how you’re feeling little bit of planning write down a thought potentially helpful people you’ve met, is never-ending. and evaluate your ahead. Create a or observation when expertise. It’s easy their lives, something You become better work. By reflecting, AF AF timeline and a list of it hits you. When to waste time being they said, and how and better at it over you become more milestones for each appropriate, take afraid of not knowing they can help. Think time and so do your aware of what you’ve term, email people a picture of what what to do. Reach about your audience ideas. Don’t stop learned, what you are well in advance and inspired you. These out and ask for help. and what they would after one good idea uncomfortable with, put agendas together artifacts will help you Celebrate what you be most excited to or building one good and when to ask for before a meeting so down the road to don’t know and what hear about. If they’re prototype. Go back help. T T you know what you make sense of your you can learn from excited to hear your to the community hope to achieve. observations and tell others. story, they’ll be more continuously to learn your story later on. likely to help. how to improve your solutions.
  • 5. U D D R R AF AF Understand T T
  • 6. 10 11 INTRODUCTION U U Identify is the step when you find a challenge that excites your team, has the potential to make a positive impact, and when you establish a community partner. C C The design process begins with identifying a challenge I I that you aim to solve. Don’t try to solve everything Intro IDENTIFY at once. A good challenge is daring, feasible, and applicable; this means that when you talk about your duction challenge most people will agree that it’s a big problem, IDENTIFY D D you should be able to access community members experiencing the problem, and is relevant across the country. R R During this step, you’ll want to establish a community partner. A community partner is someone within a local organization working on your selected challenge. Your AF AF community partner can share his or her expertise and connect you to individuals experiencing the challenge. Actions in Identify: • Seek challenges in your community T T • Establish a community partner • Evaluate and select challenge How does Identify set you up for success in Immerse? Identifying provides the team with an area of focus. It also provides the team with a community partner who can provide expertise on the challenge and access to users. Nana and team identifying challenges to kick-off the school year studio (2010)
  • 7. STORY: WATER CONSERVATION Establish a community partner 13 Working with a campus group who had expertise in water U conservation gave us access to a lot of information about the challenge and had the potential to help us apply our solution later in the process. Although it took some time to find the right person to talk to, over time, we also established a relationship with our campus cafeteria. They didn’t let us in C the kitchen at first, but we established a good rapport with I the manager and were able to work with the staff on the Story IDENTIFY project to observe how they used water. For these reasons we felt that the challenge was applicable. Evaluate and select challenge D D The project team identifies that water conservation in the cafeteria We did a bit more research to narrow the challenge down was a daring, feasible, and applicable challenges (2009) and identify a place and a specific user. One of the things that we looked at was the water usage in dining halls and R R restaurants. A huge amount of water is used in dining halls Seek challenges in your community and restaurants! Since we were able to establish a relationship We were looking for a challenge and we knew we were with a community partner within a cafeteria, we decided to interested in the environment and sustainability. We read focus our efforts here. At this point our challenge became AF AF the local newspaper, and talked to a number of friends and “how can we reduce the amount of water usage in cafeterias?” professors to come up with a number of different general challenges. Through talking about our challenge to friends we discovered that there was an organization on campus that was working on water conservation, and this was a topic our team was passionate about. T T Through these discussions we felt that there would be lots of opportunities to innovate – after all, water is used all over the place. At this point one of our challenge questions was “how can we reduce water usage?” We looked at our challenges and felt that water conservation had the most potential for a number of reasons. We realized that this might be a great Skills to Practice: place to make an impact because water conservation is a • A strong ability to communicate DFA’s mission - to create positive huge problem. We were really excited about it, and felt it social impact would make it a really daring challenge. Also, water is used • Communicating with a potential community partner that DFA projects everywhere, and so we would be able to access, observe and draw on understanding community members, and that this requires interview community members in a number of different places, having access to observe and test with these community members. so it seemed feasible.
  • 8. 14 ACTIONS 15 U U Seek challenges in your community Decide as a group your project time-frame and which challenge theme you want to focus on within the areas of Health, Education, Economy or the Environment. You can do C a big brainstorm of potential challenges at the beginning or C decide who is going to look into what before regrouping and I I determining your challenge direction. It’s often a good idea ACTI IDENTIFY to generate a number of project ideas at first. You can seek challenges from sources such as: competitions for social good, ONS existing campus initiatives, the local or national news, or by D D simply asking those within your community on and off-campus Yuri Malina talking to a community partner about her experiences what they think is a big need. with asthma. (2011) Phrase your potential challenges as challenge statements. community partner who is close to campus - 15 minutes travel Challenge statements are ‘how can we...’ statements, such is a good rule of thumb. R R as ‘how can we reduce water usage?’ or ‘how can we reduce Reach out to someone within the organization. You’ll want to childhood obesity?’ Challenge statements describe the contact someone who has the time to help you coordinate problem that a project team is trying to solve. They are a tool interviews and visits. For example, if you’re doing work AF AF for you to evaluate and reflect upon your project direction. with autistic children in a school this might be their teacher. At this stage challenges should point to a general problem, but Overtime, you may need a manager or key decision maker to not suggest how you will solve the problem. You won’t have ensure you can continue working with the group. learned enough about the problem to know how to make an When speaking to your community explain what you are trying impact. ‘How can we reduce water usage within cafeterias?’ or to achieve and the types of challenges that DFA teams tackle. ‘how can we improve the lives of the mentally disabled?’ don’t Focus the conversation on those the organization serves and T T tell you much information or how you will tackle the problem. try to avoid projects that treat the partner as a client such as This is the level of specificity you want at this stage of the website re-designs, volunteer engagement strategies, or fund- process. This challenge statement will become more specific raising campaigns. We find focusing on the challenge is where after establishing and talking with a community partner. DFA teams can best deliver. Establish a community partner Having decided upon a possible challenge you’ll need Keep an eye out for: staying in your comfort zone to establish a relationship with a community partner. A It’s important to push yourself outside of your comfort zone. It can be community partner is an organization that can provide you intimidating to talk to strangers. It will often take time and multiple tries to get a hold of people but persistence is key. Your projects will with domain expertise and give you access to community benefit enormously if you get advice and feedback from experts in members so you can really look into the problem. If you’re design and the domain in which you are working. It will also benefit looking at childhood obesity for example, your community enormously if you can access the community members for whom you want to design. partner might be a local school. It works best to have a
  • 9. 16 17 Evaluate and select the challenges U U Now that you have identified potential challenge statements and established a community partner, evaluate potential challenges based on whether they are: Daring C Successful projects tend to tackle an exciting and big C challenge. I I Ask yourself: If you are successful, is there an opportunity ACTI IDENTIFY to make an impact on a serious problem? Can you make explain within 30 seconds why your challenge is a big ONS problem? D D Sean Hammett evaluating potential challenge statements. (2011) Feasible Successful projects require access to the community As you identify and talk to a community partner you’ll begin to members experiencing the challenge. R R narrow down your challenge statement further so you can be Ask yourself: Do you have access to community more focused when you get to the Immerse stage. Ask your members? Will you be able to observe community partner: Who do you serve? What are the biggest challenges members experiencing the challenge? Can you test or your community faces? At this point, you can evaluate your AF AF photograph the challenge? challenge statement to include a particular person and place. For example, the water conservation challenge went from Applicable reducing water usage in general to, “how can we reduce water Successful projects tend to solve problems that are waste in cafeterias and restaurants?” They also knew from a present in many places across the country, but are within little bit of online research that water waste was a big issue, a domain in which the team could have influence. so it’s important to look up some key statistics to determine T T Ask yourself: Will solutions to this problem be applicable whether or not your challenge is a big problem. to lots of places in the US? Is it in a domain that is within How can we reduce water usage? your sphere of influence? How can we reduce water waste in Use the following DFA Project Scoping wheel with your team cafeterias? to help identify your challenge. Once you have identified a few potential challenge statements, share them with others and How can we get customers to your community partner to determine which one might be the scrape their plates? best to pursue.
  • 10. 18 U DFA Project Scoping Wheel CRITERIA Now use this guide to help you think about your own project. 19 U DFA Project Scoping Wheel Have we done the following? …… Allowed team members to give input on the challenge …… Created a broad challenge statement that defines a problem, and a potential location to observe the challenge C If I had 30 seconds C with the President, Do I know who …… Secured a community partner(s) with established access to is this what I would my users are? I talk about? community members-within 15 minutes travel of your campus is I If I had 30 seconds with the President, Do I know who a good rule of thumb Can I Criteria IDENTIFY When I explain my users are? it, do people say is this what I would photograph or …… Obtained evidence and statistics to communicate why the talk about? m? le Is i test the “oh yeah,that ob ta challenge is a big problem is a big pr ne problem? Can I …… Established design mentors who have professional experience When I explain g e bi problem!”? it, do people say photograph or em? Is i with the design process (challenging, but recommended) d test the obl D D ta y “oh yeah,that in pr lly eall problem? Can I …… Established additional advisers who have expertise in the is a big FE ne reach users g my n m Can I problem!”? bi G A e domain of your challenge - these may often be the same as your r feel in under es it tacklit aar kle a IN the excitement d 15 minutes? comm coty? SIB SI community partner (challenging, but recommended) i in the air? DAR DAR Can I FE ea reach users A es e t c G R R LE BLE Can I feel in under y unimmunity? IN the excitement 15 minutes? in the air? Can I How do we know we’ve identified the right challenge for our team? Does it ask partner a new ques- with a local …… Our challenge is Daring: it is a really big problem PP Do A BL tion? E organization? …… Our challenge is Feasible: we have access to users and can LIC A AF AF Can I observe the problem Does it ask partner S? a new ques- it with a local …… Our challenge is Applicable: it is a problem across the country PP Do Is U A B L he tion? E a L organization? and is within our team’s sphere of influence e d t I C A h out t Is it in ne the news? h g ro u Is it in my sphere S? it Is U of influence? How do we know if our team should pause or take a step back? a he ne t out Is it in ed Is it thAre thereh …… We don’t have an established community partner the news? implementable? ro u g companies Is it in my sphere or non-profits inter- …… We have no evidence that our challenge is a big problem T T ested in this problem? of influence? …… We can’t reach our community members to interview and Is it Are there companies observe them implementable? or non-profits inter- …… Our team members are not excited by the challenge ested in this problem?
  • 11. 20 21 INTRODUCTION U U Immersing yourself in the challenge means becoming an expert on the issue and experiencing your challenge first hand. C It’s important to immerse yourself in the challenge, C learning everything you can about the subject matter I I and to truly empathize with your user’s experience. Intro IMMERSE This step can help reveal gaps in existing solutions and highlight interactions and relationships to uncover duction unexpected patterns. IMMERSE D D Immersing oneself includes researching a variety of sources for background knowledge, but then really jumping in to learn as much as you can from people R R by talking to them and observing them. You’ll want to collect enough information and artifacts to help you better determine where design can make a difference. AF AF Actions in IMMERSE: • Get a Google PhD • Interview experts and users • Observe the challenge in context T T How does Immerse set you up for success in Reframe? Provides the team with research and behaviors to derive to help Yuri and Sheila spending time with kids from the Academy for uncover new perspectives for looking at the challenge. Global Citizenship to more deeply understand children’s relationship to the environment (Summer 2010)
  • 12. STORY: HOSPITAL ACQUIRED INFECTIONS encouraged to wash their hands. However, in reality, studies 23 showed hospital staff only washed their hands 40% of the U time! Interview experts and users We partnered with two hospital units, one near the Northwestern University campus, and another in downtown C Chicago. In both cases we were connected with a small unit I within the hospital, which meant we had easier access to Story IMMERSE people to talk to. We spent most of our time observing in the hospital near the University, but we also made sure to build off the knowledge of those who have been doing this for a long time. We interviewed hospital staff as well as nurses to D D Hand hygiene team (clockwise: Yuri Malina, Mert Iseri, KC learn more about what they do and what they find difficult Porter, Hannah Chung photographed by coach Jeanne Olson) about keeping up with their sanitation regulations. These during observations, (Summer ‘09). conversations helped us understand how big the challenge is R R and what to look for when doing our observations. Get a Google PhD An advisor recommended to us the challenge, “How can we reduce hospital-acquired infections?” Our initial research Observe the challenge in context AF AF told us that hospital-acquired infections were indeed a BIG For the first few weeks of the project we spent a long time problem – responsible for 100,000 deaths every year in the US observing in shifts at the hospital. The hospital ran 24/7 so alone! However, beyond our assumptions that it was related to we would carry out observations at all times of day. In the hand-hygiene we realized that there was a lot we didn’t know observations we were looking to see the hospital staff’s about the problem. So we decided to investigate the ways that working life. During this time, we noticed that staff never infections were passed around hospitals and different factors washed their hands if they were carrying something. We also T T that affected hospital acquired infections. noticed that staff would wipe their hands on their scrubs after Some of us read up on different factors and interventions holding something wet and before shaking hands. One of our that have affected the rate of hospital-acquired infections. team members even ended up in the hospital due to injury Our research helped us see that although people knew the and counted the times the staff did and did not sanitize their ‘solution’ to the problem – regularly cleaning with antibacterial hands! This experience gave us a lot of insight around hospital soap or gel - this never seemed to happen in reality. There had staff’s current practices and where design might make a been countless interventions that had all failed. This helped us difference. see that one possible route was looking at ways to increase how regularly cleaning occurred in the hospital. Skills to Practice: When we researched current hospital best practices, we found • Ethnography - capturing specific, accurate and objective data about that there were five check-points where hospital staff were community members in the context of the challenge.
  • 13. 24 25 ACTIONS U U Get a Google PhD Discuss as a team your assumptions about the problem to acknowledge your current understanding and identify areas that need further investigation. Determine who is affected C by the problem and why the problem persists. You’ll want to C look for “slap-stats.” Slap-stats are statistics that when you I I share them, they feel like a slap and surprise to your listener. There are numerous sources you can look to help answer IMMERSE ACTI your questions and learn more about the challenge including: wikipedia, websites of organizations, forums and online Mert Iseri, interviewing nurse and staff at the local hospital. ONS communities about the issue as well as academic literature to (Summer 2009) D D see what research is already out there. Observe the challenge in context Interview experts and users Observing the challenge is a great way to find differences The purpose of interviews is to understand why people do between what people say and do. Determine the best location R R what they do. Throughout your research, share your findings to observe people interacting with the challenge. While in the with each other and look for surprising information that field, position yourself in a place that doesn’t interfere with the challenged your assumptions. Before an interview, determine flow or normal behavior of the community members you are AF AF what information you need to know, and a list of questions to observing. Focus on what is happening and avoid making any help you find these answers. judgements, simply record what you see. For example don’t Your questions should start out broad and become more record “child was jealous of his brother’s toy” rather “the child specific. Ask open ended questions, avoiding questions that cried when his brother was given a toy.” lead to yes or no answers. For example, “How do you decide Take notes, photos and look to capture many different aspects which tool to use?” instead of closed and leading questions of the community member’s experience. When you notice T T such as “Do you think education is important?” something important or interesting make a note or a quick Ask follow up questions such as “what do you mean?” “Can sketch. It’s vital to capture what you see, when you see it. you tell me more?” or often the best question can simply be, Focus on interactions and relationships. A good rule of thumb “why?” is to look at AEIOU: Activities, Environments, Interactions, Try to elicit stories and don’t be afraid of silence. Silence offers Objects, and Users so that you can really see all the variables up more time for the other person to elaborate. that influence your challenge. Interviews can be short and informal or prepared and Keep an eye out for: leading the witness scheduled to better understand how and why a person acts a Sometimes, after you do background research, you may think you know certain way. Ask your community partners for 20-30 minutes what the challenge is and you can start to look for evidence to support of their time or to connect you to other experts and users you this. This is called “confirmation bias.” When doing interviews, be can speak to. Thank them profusely for their time and give careful to not ask leading questions to confirm your assumptions. them a way to contact you.
  • 14. 26 CRITERIA 27 U Now use this guide to help you think about your own project. U Have we done the following? …… Gathered information from a variety of credible sources …… Identified potential gaps in existing solutions …… Distilled slap-stats and research illustrating why the challenge is C C a big need I …… Established relationships with experts and community members I who we feel comfortable asking for guidance and feedback Criteria IMMERSE …… Collected quotes or stories from community members or experts that help us and others understand the problem …… Taken photos and notes throughout our research and shared with team D D How do we know if we immersed in the challenge well enough? …… We can explain why our challenge is a big deal in under a R R minute …… We can highlight potential gaps within existing solutions …… We can hold a conversation on the subject throughout dinner or a party AF AF …… We have some sense of how it feels to experience the challenge …… We can tell real stories as to how the challenge affects the community How do we know if our team should pause or take a step back? …… We have only done online research T T …… We have not talked to community members confronted with the challenge …… We have no evidence that our challenge is a big need or community members and experts don’t think the challenge is a big problem …… Our challenge can only be solved by a means beyond our ability to influence
  • 15. 28 29 INTRODUCTION U U Reframing means finding patterns from within your research, more clearly defining the challenge you aim to solve, and setting goals for what you hope to achieve. C C Reframing helps you find patterns within your research. I I During this step, you are looking for “truths” or insights REFRAME Intro that help explain why people make the decisions they do, what motivates them, and what influences them. These duction patterns then become the driving force and rationale for REFRAME D D the solutions you come up with. This step entails finding patterns and insights from your research, looking at the problem from multiple R R perspectives and defining key moments where design can make a difference. AF AF Actions in REFRAME: T T • Make sense of your research • GENERATE & Choose challenge statements • Define DESIGN goals How does Reframing set you up for success during Ideation? Provides the team with narrowed down challenge statements Lulu and others evaluating their challenge statements using the DFA and insights that help the team come up with solutions Project Scoping Wheel (Leadership Studio 2011)
  • 16. 31 STORY: CHILDHOOD OBESITY GENERATE & Choose challenge statements U After we looked for patterns within our research, we still weren’t completely sure of the direction we were headed. So we individually brainstormed all the potential challenge statements we could according to different people and locations the challenge occurs, coming up with close to 40 C different challenge statements. I We all then starred the ones we liked the most, which narrowed things down to about 10 statements. We made a REFRAME Story matrix with one axis being a scale of how excited we were about the statement and the other axis was how feasible it was. We took all of our starred challenge statements and D D discussed each one to evaluate it. Feasibility and accessing James, from Fruit Buddi, mapping the in-store grocery experience to users became a big issue for us and so as we discussed determine where design might make a difference. (Summer 2011) our options, we decided that we could access children and R R families in a grocery store nearly any day. Therefore after Make sense of your research going through all of the options the statement, “How can we We did a lot of research both online and mostly by provide kids with their own shopping experience and reward healthy choices?” was both the most feasible and the most AF interviewing and observing kids, parents, schools, and AF community centers. It was somewhat overwhelming to exciting to us as a team. have so much information, but luckily, we connected with Define DESIGN goals professional designers to help us make sense of all of our Based on our insights, we determined the following design information. We used a variety of techniques to help us look goals for our project: encourage ownership, provide a sense at all of our information in different ways such as asking of reward, and make a game out of selecting fruits and ourselves, what is it about flaming hot cheetos that kids love T T vegetables. We then used these goals to help guide our so much? What are all the moments throughout their day brainstorm and ideation session. when they decide to eat? Who controls these decisions? We made diagrams of their day, we listed out all the different stakeholders involved in these decisions and how they affected the situation according to their own motivation and biases. From this pattern finding, we were able to derive insights and key lessons such as: kids want to eat healthy, culture plays a big role in food choice, kids have most control over their snack choices above other meals. Fruit Buddi’s brainstorm of Challenge Statements according to different stakeholders and locations. (Summer 2011)
  • 17. 32 33 ACTIONS U U MAKE SENSE OF YOUR RESEARCH Below are a list of ways you can make sense of your research. Each one can lead your team to uncovering new ways to look at your challenge. C C Clustering I I Write down each individual observation you’ve made on a post-it note, especially things that surprised you while REFRAME ACTI immersed in your challenge. As a team, cluster words or topics that seem similar or related. Circle each cluster and ONS label them with a theme that ties them together. This will D D Fruit Buddi’s clustering their observations to look for patterns. help you find broad themes about your challenge. (Summer 2011) Journey Map After using some of these or similar methods, write down Reflect on the stories you heard from your users and R R 3-5 main take-aways you have from doing this process. community. Diagram a person’s day and highlight These take-aways are called insights. An insight is a new moments where they are interacting specifically with the understanding of the problem. challenge. This will help you see potential key moments GENERATE & Choose challenge statements AF AF where design can make a difference. Generating new challenge statements can help your team Stakeholder Matrix look at your project from new perspectives and more clearly Create a grid using marker or masking tape. On one axis, understand what you aim to solve . There are several ways write down all the various people who impact or influence you can generate new challenge statements. You can use your your challenge. On the other axis, write down all the stakeholder matrix or journey map to think to stimulate many places where people interact with the problem. This will difference challenges statements. T T help you uncover opportunities for design you may not have considered before. Pain Points & Bright Spots On post-it notes, write down and cluster all the moments that seemed to cause the most difficulty for those Keep an eye out for: analysis paralysis interacting with your challenge. Similarly, write down all It is easy to feel like there is always more to understand and more the times where a person or group of people overcame research is needed before moving forward. However, you can spend a challenge that the rest of their peers still face. This will so much time researching that your team might lose steam. Although help you uncover extreme scenarios and gaps for where deep understanding is key, it’s also important to be confident in your knowledge and fearless in moving forward. The process is iterative design can make a difference. and you can always come back to do more research, while still making progress on the project.
  • 18. 34 35 Ask yourself: Do you have stories from the community U depicting how they experience your challenge? When you U share your insights with your community partners and users do they confirm this is a challenge? Applicable Successful projects tend to solve problems that are C C present in many places across the country, but are within I a domain in which the team could have influence. I REFRAME Ask yourself: Do others share their own stories about ACTI how they or someone they know has experienced the challenge? ONS D D Fruit Buddi’s evaluating their potential challenge statements. Once you have 1-3 Challenge Statements, share them and their (Summer 2011) rationale with your community partners to get their feedback to decide if they are challenges worth pursuing. Define DESIGN goals R R Another method is to create a map of existing solutions Design goals are properties you intend for your solution to and see where the gaps are. These gaps can then help you have. It is simply taking your insights and translating these generate new challenge statements. into goals. For example- an insight that “kids are more likely to AF AF To choose a challenge statement you can start out by voting eat food they pick out themselves” becomes a design goal of on your favorites as a team. Then use these and evaluate them “encourage children to select their own food.” Therefore your using the DFA Project Scoping Wheel previously discussed on solution should encourage children to pick out their own food. page 18. It’s good to have 3-5 of these design goals before starting Unlike the identifying step, your challenge statement after your ideation. These design goals are important to help guide reframing should be one that inspires solutions and prepares your team before ideation and evaluate your ideas afterwards. T T your team for ideation. At this point in the process, a well defined challenge is: Daring Successful projects often highlight a challenge that everyone can agree is a big challenge. Ask yourself: When you share your challenge, are they surprised by your insights and excited to learn more? Feasible Successful projects base their solutions directly from insights from the community.
  • 19. 36 CRITERIA 37 U Now use this guide to help you think about your own project. U Have we done the following? …… Shared our research with our team members …… Analyzed our research to gain new perspectives …… Written down 3-5 key insights C C …… Established 3-5 design goals I …… Developed a Challenge Statement with a specific user and I context based on research REFRAME Criteria …… Collected quotes or stories from community members or experts that help you understand the problem …… Re-told these stories from community members or experts that help others understand the problem D D …… Shared your challenge statement(s) with your partner or experts to get feedback on your project direction How do we know we’re ready to start ideating solutions? R R …… We can identify specific behaviors we would like to encourage with our design …… We’ve uncovered insights about our community members that AF AF are not obvious …… We’ve uncovered insights about our community members that give us a sense of how you might start to solve the problem …… Our challenge statement make us imagine many different types of solutions How do we know if our team should pause or take a step back? T T …… We have not talked to community members confronted with the challenge …… We have only done online research …… We feel really overwhelmed by the challenge and don’t feel we can make an impact …… Community members and experts don’t think the challenge solves a big problem