This document summarizes a presentation about using visual tools and innovation games to facilitate collaboration and shared understanding. It discusses techniques like cover story envisioning, mind mapping, dialogue mapping, card sorting, and wireframing. The goal is to make meetings more productive by making them more participatory, structured, and by incorporating real-time feedback. These techniques help with requirements gathering, scoping projects, and analyzing problems in a visual way.

1. Visual Tools & Innovation GamesGetting everyone onto the same page
Ruven Gotz
Avanade
Michelle Caldwell
Avanade

2. Low-tech social network
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3. DIRECTOR & REGIONAL LEAD
Michelle Caldwell
Mary.m.caldwell@avanade.com@shellecaldwellshellecaldwell.com

4. DIRECTOR & NATIONAL LEAD
Ruven Gotz
ruven.gotz@avanade.com@ruvengspinsiders.com/ruveng

5. 8| SharePointalooza–Branson, MO 2014
Thank you, sponsors!

6. 9| SharePointalooza–Branson, MO 2014
A Few Reminders
 http://bit.ly/SPAloozaAttendee
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7. 10 | SharePointalooza – Branson, MO 2014
The Bands
What better way to unwind after a
long day of working out your brain
than with some great live music at
the amazing outdoor stage at
Branson Landing! The bands will be
playing both Friday and Saturday
night from 6:30 pm to 10 pm.

8. Agenda
Part 1
•Introduction
•Shared Understanding
•Innovation Games & Visual Tools
•Soft Skills
•Requirements Gathering
•Bad Meetings
•Envisioning (Cover Story)
•Mapping
Break
Part2
•Envisioning (IBIS Mapping)
•Analyze (Sailboat)
•Visual Design
•Wireframing
•Wrap Up

9. Make a Connection & Build a Network

10. SHARE 2012 | 13
Shared understanding

11. SHARE 2012 | 14

12. SHARE 2012 | 15

13. SHARE 2012 | 16

14. SHARE 2012 | 17

15. SHARE 2012 | 18
Yes! A bridge!

16. Odds of
Success?

17. SHARE 2012 | 20
Project goes?

18. SHARE 2012 | 21
Same page

19. SHARE 2012 | 22
Wicked
problems

20. Hard
(but tame)
Wicked

21. Guess what SharePoint is…

22. SHARE 2012 | Usually a bunch of people who all have a different idea of what success looks like

23. whom, won’t talk to each other

24. Machiavelli (not exactly )
ItmustbeconsideredthatthereisnothingmoredifficulttocarryoutnormoredoubtfulofsuccessnormoredangeroustohandlethantoinitiateanewSharePointproject;fortheprojectteamhasenemiesinallthosewhoprofitbytheoldportal,andonlylukewarmdefendersinallthosewhowouldprofitbythenewportal;thislukewarmnessarisingpartlyfromtheincredulityofmankindwhodoesnottrulybelieveinanythingnewuntiltheyactuallyhaveexperienceofit. .

25. Dealing with humansin tough circumstances

26. Dealing with humansin tough circumstances

27. SHARE 2012 | 30

28. How do gamestorming& visual tools help?

29. Involves People

30. Egalitarian & Participatory
•Equal Opportunity to Participate
•Success Depends on Everyone get Involved

31. Structured with Goals

32. 35
Time Bound

33. Why they are valuable
•They involve a high level of emotion
•Alternative to traditional meeting format
•Real-time feedback
•Helps you discover the unknown
•Catalyst for consensus building
•Provides structure for Creative Chaos

34. Putting it into action
Excellent facilitation means building your soft skills

35. Soft Skills

36. Confidence

37. Listening

38. Humor

39. Brutal Honesty

40. Requirements Gathering
Visual Tools and Games that can help with analysis

41. Why is it so hard to get good requirements?

42. The chicken and egg problem

43. Requirements

44. What makes something a requirement?

45. My three rules of SharePoint
1.Simplicity
2.Simplicity
3.Simplicity

46. We can do that for $10

47. We can do that for $1,000,000

48. Too much focus on the detail…
How

49. …and not enough on the destination
Why

50. Roadblock: Bad meetings
Meetings & workshops take time, but are often ineffective

51. The Facts

52. 11million
daily

53. 61.8
meetings/month

54. 50% unproductive

55. 31hours wasted

56. The Effects

57. 91%
daydreaming

58. 96%
miss meetings

59. 95%
miss parts of meetings

60. 73%
bring other work to meetings

61. 39%
fall asleep

64. Envisioning with Cover Story
Visual Tools and Games that can help with defining Project Goals and Vision

65. Soooo…………. What is your vision for SharePoint?

66. The object of the game
is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine.

68. Cover:
Tells the story of your big success

70. Headline:
The Substance of the cover story

72. Sidebars:
Interesting facts about the story

74. Quotes:
Quotes from potential end users of the solution

76. Brainstorm:
Documenting initial ideas
–this is important!

77. Images:
Supporting the content with illustrations

79. Wrap Up
At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.

80. Game Setup
•Cover Story Template
•Post-its
•Pens
•tape
•Facilitator (# depends on size of group
•At least 3 participants
•A Scribe
•Camera (optional)

81. Introduction to Mind Mapping

92. Mapping for Navigation

93. Mapping for Prioritization

94. Mapping for Prioritization

95. Mapping for Scoping

96. 1stHalf Wrap Up
Don’t go away, we’ll be back for Part 2
ruven.gotz@avanade.com
spinsiders.com/ruveng
@ruveng
mary.m.caldwell@Avanade.com
shellecaldwell.com
@shellecaldwell

97. Break

98. Welcome to Part 2. IBIS Mapping
A Grammar for Thinking

99. Two books you must read

100. What are wicked problems? (recap)
•You don’t really understand the problem until you’ve developed the solution
•You don’t know when you’ve accomplished your goal
•Solutions are not right or wrong, they are just better or worse
•Every wicked problem is unique
•Every solution to a wicked problem is a one-shot operation
•You are dealing with social complexity

101. Tools that can help

102. IBIS Notation

103. I use Mind Manager to express the same notation

108. Dialog mapping to capture argumentation

109. Dialog mapping to capture argumentation

110. Dialog mapping to capture argumentation

111. Dialog mapping to capture argumentation

112. Dialog mapping to capture argumentation

113. Dialog mapping to capture argumentation

114. Dialogue Mapping for scoping

115. Analyze with Sailboat

116. The object of the game
Gain insight and understanding into the current state of the situation

117. How to Play the game
•Draw and/or put up a boat
•Name the boat to represent the focus area

118. What is draggingyou down?

120. What can speed you up?

122. Power Dot –Extra Bonus
•Give each participant a fixed # of dots (time box the activity)
•Ask each participant to “vote” for their highest priority pains and solutions
•Quickly analyze the results
•Discuss the results as a group

123. How to Play the game
•Analyze voting
•Discuss the results as a group

124. Game Setup
•A BOAT !
•Post-its (various colors)
•Pens
•tape
•Facilitator (# depends on size of group
•At least 3 participants
•A Scribe
•Camera (optional)

125. Visual Design
Card Sorting & Tree Testing

126. What is Card Sorting?

127. “Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality.”
-Donna Spencerhttp://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0

128. What are the typesof card sort?
Open
& Closed

129. Open card sorting process
Gerbil

130. Results
Gerbil

131. But not always what you expect
Ford
Gerbil

132. But not always what you expect (2)
Ford
Gerbil

133. Analysishttp://www.boxesandarrows.com/view/analyzing_card_sort_results_ with_a_spreadsheet_template

134. What is Tree Testing?

135. Formally Known as……..
Card-based Classification
Evaluation

136. Step 1 –Create a set of menus based on draft sitemap

137. Methods for Tree Testing
Paper
Or Online

138. Step 2 –Develop Scenarios

139. Creating effective scenarios
•You are planning a vacation and you want to know how much leave you have left
•You need to book travel for work
•You are filling out a request for time off
•You are looking for a contact email/name for the helpdesk
•You have questions about your benefits

140. Step 3 -Recruit

141. Step 4 -Observe

142. Step 5 -Analyze

143. Step 7 -Repeat
Create Menu
Develop Scenario
Recruit
Evaluate
Analyze
Repeat & Optimize

144. Wireframing

145. I used to hate wireframing!

146. A useless wireframe

147. Way too much work
Erik Swenson

148. Balsamiq: Just right

149. Simple Wireframe

150. Wrap Up

151. Adapting the low-tech social network

152. Products and Tools Referenced
•Mind Managerwww.mindjet.com
•Xmindwww.xmind.net
•Balsamiqwww.balsamiq.com
•UserZoomwww.userzoom.com
•Optimal Workshopwww.optimalworkshop.com
•Card sort tools measuringuserexperience.com/CardSorting
•Boxes & Arrowsboxesandarrows.com
•Gamestorming(book)www.gogamestorm.com
•Innovation Gameswww.innovationgames.com
•Dialogue Mappingcognexus.org
•Glymaglyma.co
Thank You!
Slideshare.net/marymcaldwell

153. Stay Connected!
ruven.gotz@avanade.com
spinsiders.com/ruveng
@ruveng
mary.m.caldwell@Avanade.com
shellecaldwell.com
@shellecaldwell

154. Bonus –Collect Feedback
With Prune the Product Tree

155. The object of the game
Identify the kinds of benefits the targeted groups of users received from the solution in question

156. How to Play the game
•Red Apples = Expected and got
•Rotten Apples = Expected and didn’t get
•Presents = Unexpected benefits