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Tailored Workshops
Boon Yew Chew @boonych
NUXCamp Leeds, UK 25 April 2016
Getting real results through design
Today's Agenda
1. Workshops: Intro, Preparing, Planning
2. Exercise 1: Design your ideal workshop
3. Workshops: Running, Ensuring success
4. Exercise 2: Stress test your workshop design
5. Q&A
Some house rules...
Phones on silent
Be a team player
Get creative
Have fun
Warm up exercise
Write on post-its:
Reasons for a good workshop
Reasons for a bad workshop
...based on your experience
1.
What's a workshop anyway?
1.
What's a workshop anyway?
Workshops are bounded, participatory, structured activities where groups of people work towards a shared, focussed outcome.
“
Not workshops...
Discussions
Stand-Ups
Lectures / Talks
Usability Tests
Team Outings
Pitches
Many workshop varieties...
Kickoffs
Alignment
Upskilling
Prioritisation
Decision-making
Ideation
Co-creation
Roadmapping
Visioning
Planning
Estimating
Situational awareness
Many workshop methods and tools...
Tools and methods
Approaches and styles
Simple and easy (e.g. hand votes)
vs. complex (e.g. graphic facilitation)
There is no "one size fits all"
Why tailored workshops?
Every situation is unique
Cookie-cutter methods are just one starting point
Aim precisely towards your vision
Embrace your own style and approach
2.
Laying the right foundations
Workshops are design problems
Use craft skills
Observe, Listen, Empathise
Solve complex problems
Sounds familiar?
Prep Plan Run Act
Prep Plan Run Act
What information do we already know?
What gaps currently exist?
What is the real problem we're trying to solve?
Who would we need to solve this problem?
What resources are available?
Are there other alternatives?
and so on...
Tips for prep phase
Understand your audiences
Gather research and data to reuse
Be clear on your goals
Know how it all fits together
Adopt pragmatic optimism
Ask lots of questions
Stuff I've done before in the past
Research my own clients / teams
Audit and sketch out a "map" of the project or system
Gather and organise data to be referenced and shared
Listen and understand everyone's motivations / goals / agendas
Analyse other similar projects / case studies
insights
ideas
Inspiration for workshop ideas
Attend different workshops
Books and websites
YouTube / Vimeo
Trust your gut
3.
Planning workshops effectively
Prep Plan Run Act
Start with a brain dump, then organise it into a structure
Purpose Background References
Audience Roles & responsibilities
Schedule Format Materials Checklists
Why
Who
What, How, When...
Keep rough notes, then document well separately
Tailored Workshops workshop plan NUX Camp. Monday, 25 April 2016.
Location: White Cloth Gallery, 24‐26 Aire Street, Leeds. LS1 4HT
Table of Contents
NUXCamp workshop synopsis Workshop objectives Workshop schedule Checklist Handouts
Scenario A — Teaching UX basics to a major high street bank Scenario B — Plan a kickoff meeting with new stakeholders Scenario C — Aligning different content priorities across teams
Resources References
NUXCamp workshop synopsis
“Tailored workshops — Getting real results through design”
Workshops can be daunting for UX professionals, especially when design problems get complex and standard workshop formats won't work well. You'll learn why tailoring workshops works better, how to design fresh workshops around your needs, running it effectively with different audiences, and ensuring the outcomes you want. Most importantly, you'll learn how to learn, so you can develop your own style as you grow. In the 3‐hour session, we'll get into: ‐ What's a workshop anyway? ‐ Laying the right foundations ‐ Planning your workshop effectively ‐ Resources and tools ‐ Running it well ‐ Success after the workshop
Audience NUX is an informal, volunteer‐run community for people interested in usability, HCI, information design and all aspects of the user experience in the North of England. Our membership is as diverse as the field itself, with developers, designers, academics, usability specialists, accessibility experts and technical authors.
See an example
image attribution url goes here
Share your outline with
the group
image attribution url goes here
Tips for planning
Keep things simple
Embrace limitations and scope
Stress test your plan
Build in contingencies
Take a walk
Workshop exercise 1
10 minutes break
4.
Running it well
Prep Plan Run Act
Running a workshop requires different skills and approaches to planning for it.
“
Stay out of the centre.
- Scott Berkun
“
http://scottberkun.com/2013/run-a-good-workshop
Common questions
"Who are you?"
"Why are we here?"
"What are we doing?"
"How will this help?"
"What's next?"
Common questions
"Who are you?"
"Why are we here?"
"What are we doing?"
"How will this help?"
"What's next?"
Introductions
Objective
Agenda
Activities
Summary
Go big materials
Self-adhesive flip charts
Sharpies
Edding 33 markers
Post its — square and rectangle
A4 paper
White tac / sticking dots
Room design
Atmosphere of the room
Walls to present from
Space to move about
Pods for group work
Allocate a "parking lot"
Check the A/V setup
Tips for running
State assumptions up front
Guide towards the goal
Be present, listen and observe
Ensure everyone can contribute
Observe energy levels
5.
Success after the workshop
Prep Plan Run Act
The real work begins when the workshop ends.
“
After everyone leaves
Capture everything
Make extra notes yourself
Email out high level thoughts
Store outputs somewhere safe
Let stuff settle in your head
Synthesis is learning
Send a summary email ASAP
Relate learnings to objectives
Organise and summarise
Share outputs to everyone
Explain "what's next"
Watch carefully how participants react over time
Take the long view
Workshops are not "one off"
Real value is culture and behaviour change
Keep reminding your group back to the learnings
Persist until you see change happen
Workshop exercise 2
Final thoughts
Work backwards from your vision
Go deep and broad
Don't go it alone
Take calculated risks
Take the long view
Celebrate wins together!
Questions?
