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Immersion
Workshop
“walking in the customer’s shoes”
Immersion Workshop

             Give team members a common consumer
             objective to accomplish (e.g., shop for a product,
             sign up for a service, etc.).

             Ask team members to document their
             experience ‘as a customer’ with pictures,
             screenshots, notes, etc. and print the images.

             In a conference room, have everyone presents
             his/her experience, taping up images while
             speaking. As each person presents, ask others to
             write “key successes” (blue post-its) and “pain
             points” (red post-its).

             After each presenter shares, ask team members
             add their post-its and explain their reasoning.

             Encourage team members to discuss common
             themes and record them on a whiteboard.
             Organize and prioritize themes into research
             hypotheses, forming the framework for a
             questionnaire or discussion guide outline.



Vitalfindings.com
                                                     © 2012 Vital Findings
prioritization
workshop
“Distill, cluster, and prioritize insights”
                                              © 2012 Vital Findings
prioritization workshop

             Copy findings from an existing research report
             into a Word document. Edit for overlap/clarity
             until you have a list of 20 or fewer one-line
             insights from the research.

             Print each insight on a separate index card.
             Walk through the insight list as a group, and then
             hand each participant a stack of insight cards.

             Have participants independently organize the
             cards according to importance to the business,
             from most to least important.

             Have each person present his/her top 5 findings,
             voicing his/her reasoning while pinning each card
             to the board (grouping with similar cards that
             may already be on the board).

             When finished, identify common themes
             and prioritize them as a group, discussing the
             business implications of each and assigning teams
             to take action.



Vitalfindings.com
                                                    © 2012 Vital Findings
“Develop products with your target consumer”

CO-CREATION
WORKSHOP
CO-CREATION WORKSHOP
             Recruit 5 target consumers and 5 internal
             researchers/marketers/product developers for a
             4 hour workshop.

             Have consumers create a collage beforehand
             and present it to the client team, explaining their
             needs and desired benefits within the category.
             Categorize these needs and benefits into
             themes.

             Lay out “creation stations” with evocative,
             metaphor-rich materials (e.g., mood cards,
             product images from ancillary categories,
             drawing materials, foam core shapes, etc.).

             Assign consumer/client teams and give each
             team a theme to create a metaphorical
             “product” around. Teams will visit each creation
             station to add features and “look and feel” to
             their prototypes. When finished, each team
             presents their creation.

             Dismiss consumers and have the internal team
             revisit each “product” and the original need/
             benefit themes, and discuss how to use the
             “product” insight to address consumer desires.
Vitalfindings.com
                                                     © 2012 Vital Findings
Idea Sketches             Sprint No.         Designer:                 Date:




                          Idea Description               Intended
                                                         Feeling




                          Possible Formats               Support/Requirements




                          Idea Description               Intended
                                                         Feeling




                          Possible Formats               Support/Requirements




 “Create the ideal product experience”

 Concept
 development
 workshop
concept development WORKSHOP

              Identify user experience champions within the
              organization and recruit them for a half-day
              workshop. Send the research report beforehand,
              requesting that each participant reply with their
              5 key takeaways.

              Begin the workshop with a short (20 min.)
              refresher of the research, followed by a
              discussion of key takeaways.

              Split the group into teams of 3-4 people to
              quickly ideate and sketch new experience ideas
              (e.g. new apps, site tools, etc.). Provide product
              concept or UX storyboard templates. (see front)

              Ask each group to create 20-40 ideas, presenting
              the top 10 to the full team. Provide post-its so
              participants can build on each others’ ideas.

              After everyone is finished, give each participant
              stickers to use for voting. Allocate time for
              everyone to review the concepts and vote for
              their favorites. Ask the teams to take the two
              top concepts and sketch out a use case scenario
              for each.

 Vitalfindings.com
                                                     © 2012 Vital Findings
persona
workshop
“Personify your target segment or consumer”
persona WORKSHOP
             Create “day in the life” stories, either abstracted
             from or (ideally) personified by real consumers.

             Ask participants to split into teams, each with
             a different “day in the life” story printed out.
             Provide the teams with photos, video, posters,
             or “experience stations” to get to know their
             consumer better.

             Ask teams to review their story, underlining
             pain points and circling desired benefits. Teams
             should then condense the pain points/benefits
             into a list and prioritize them.

             Using a concept form (a form with room for a
             headline/product name, a sketch, and a list of
             features), have the teams brainstorm ideas for
             addressing the key pain points.

             Have each team present their consumer
             persona, pain points, and top ideas for solutions.
             Each concept form should be pinned to a board
             and clustered with similar ideas. At the end,
             team members will use stickers to vote for
             the top ideas to move to concept testing or
             refinement.
Vitalfindings.com
                                                      © 2012 Vital Findings
Vital Findings
    At Vital Findings, we believe that good, innovative
    market research should be judged by the actual
    impact it has on product development, marketing, and
    business strategy. Our mission is to elevate the market
    research profession beyond just delivering reports and
    PowerPoint bullets, using the tools of design, marketing
    science, and innovation consulting to allow researchers
    to actually enable business action. We combine state-
    of-the-art research methods with inspiring design to
    make research findings clear, concise, and actionable.
Vital Findings




                 © 2012 Vital Findings

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D.I.Y. Insights Workshop Cards

  • 1. Immersion Workshop “walking in the customer’s shoes”
  • 2. Immersion Workshop Give team members a common consumer objective to accomplish (e.g., shop for a product, sign up for a service, etc.). Ask team members to document their experience ‘as a customer’ with pictures, screenshots, notes, etc. and print the images. In a conference room, have everyone presents his/her experience, taping up images while speaking. As each person presents, ask others to write “key successes” (blue post-its) and “pain points” (red post-its). After each presenter shares, ask team members add their post-its and explain their reasoning. Encourage team members to discuss common themes and record them on a whiteboard. Organize and prioritize themes into research hypotheses, forming the framework for a questionnaire or discussion guide outline. Vitalfindings.com © 2012 Vital Findings
  • 3. prioritization workshop “Distill, cluster, and prioritize insights” © 2012 Vital Findings
  • 4. prioritization workshop Copy findings from an existing research report into a Word document. Edit for overlap/clarity until you have a list of 20 or fewer one-line insights from the research. Print each insight on a separate index card. Walk through the insight list as a group, and then hand each participant a stack of insight cards. Have participants independently organize the cards according to importance to the business, from most to least important. Have each person present his/her top 5 findings, voicing his/her reasoning while pinning each card to the board (grouping with similar cards that may already be on the board). When finished, identify common themes and prioritize them as a group, discussing the business implications of each and assigning teams to take action. Vitalfindings.com © 2012 Vital Findings
  • 5. “Develop products with your target consumer” CO-CREATION WORKSHOP
  • 6. CO-CREATION WORKSHOP Recruit 5 target consumers and 5 internal researchers/marketers/product developers for a 4 hour workshop. Have consumers create a collage beforehand and present it to the client team, explaining their needs and desired benefits within the category. Categorize these needs and benefits into themes. Lay out “creation stations” with evocative, metaphor-rich materials (e.g., mood cards, product images from ancillary categories, drawing materials, foam core shapes, etc.). Assign consumer/client teams and give each team a theme to create a metaphorical “product” around. Teams will visit each creation station to add features and “look and feel” to their prototypes. When finished, each team presents their creation. Dismiss consumers and have the internal team revisit each “product” and the original need/ benefit themes, and discuss how to use the “product” insight to address consumer desires. Vitalfindings.com © 2012 Vital Findings
  • 7. Idea Sketches Sprint No. Designer: Date: Idea Description Intended Feeling Possible Formats Support/Requirements Idea Description Intended Feeling Possible Formats Support/Requirements “Create the ideal product experience” Concept development workshop
  • 8. concept development WORKSHOP Identify user experience champions within the organization and recruit them for a half-day workshop. Send the research report beforehand, requesting that each participant reply with their 5 key takeaways. Begin the workshop with a short (20 min.) refresher of the research, followed by a discussion of key takeaways. Split the group into teams of 3-4 people to quickly ideate and sketch new experience ideas (e.g. new apps, site tools, etc.). Provide product concept or UX storyboard templates. (see front) Ask each group to create 20-40 ideas, presenting the top 10 to the full team. Provide post-its so participants can build on each others’ ideas. After everyone is finished, give each participant stickers to use for voting. Allocate time for everyone to review the concepts and vote for their favorites. Ask the teams to take the two top concepts and sketch out a use case scenario for each. Vitalfindings.com © 2012 Vital Findings
  • 10. persona WORKSHOP Create “day in the life” stories, either abstracted from or (ideally) personified by real consumers. Ask participants to split into teams, each with a different “day in the life” story printed out. Provide the teams with photos, video, posters, or “experience stations” to get to know their consumer better. Ask teams to review their story, underlining pain points and circling desired benefits. Teams should then condense the pain points/benefits into a list and prioritize them. Using a concept form (a form with room for a headline/product name, a sketch, and a list of features), have the teams brainstorm ideas for addressing the key pain points. Have each team present their consumer persona, pain points, and top ideas for solutions. Each concept form should be pinned to a board and clustered with similar ideas. At the end, team members will use stickers to vote for the top ideas to move to concept testing or refinement. Vitalfindings.com © 2012 Vital Findings
  • 11. Vital Findings At Vital Findings, we believe that good, innovative market research should be judged by the actual impact it has on product development, marketing, and business strategy. Our mission is to elevate the market research profession beyond just delivering reports and PowerPoint bullets, using the tools of design, marketing science, and innovation consulting to allow researchers to actually enable business action. We combine state- of-the-art research methods with inspiring design to make research findings clear, concise, and actionable.
  • 12. Vital Findings © 2012 Vital Findings