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

2. SharePoint Saturday Chicago Suburbs 3 Speaker Feedback: SPSCSM.COM 3. Low-tech social network Draw your AvatarU Add your name for the Avatar Tag your AvatarDraw your Avatar Upload your Avatar 4. DIRECTOR & REGIONAL LEAD Michelle Caldwell Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com 5. DIRECTOR & REGIONAL LEAD Ruven Gotz ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng 6. Agenda Part 1 Introduction Shared Understanding Innovation Games & Visual Tools Soft Skills Requirements Gathering Bad Meetings Envisioning (Cover Story) Mapping Break Part 2 Envisioning (IBIS Mapping) Analyze (Sailboat) Visual Design Wireframing Wrap Up 7. Make a Connection & Build a Network 8. SHARE 2012 | 9 Shared understanding 9. SHARE 2012 | 10 10. SHARE 2012 | 11 11. SHARE 2012 | 12 12. SHARE 2012 | 13 13. SHARE 2012 | 14 Yes! A bridge! 14. Odds of Success? 15. SHARE 2012 | 16 Project goes? 16. SHARE 2012 | 17 Same page 17. SHARE 2012 | 18 Wicked problems 18. SHARE 2012 | 19 Hard (but tame) Wicked 19. Guess what SharePoint is 20. SHARE 2012 | Usually a bunch of people who all have a different idea of what success looks like 21. , wont talk to each other 22. Machiavelli (not exactly ) It must be considered that there is nothing more difficult to carry out nor more doubtful of success nor more dangerous to handle than to initiate a new SharePoint project; for the project team has enemies in all those who profit by the old portal, and only lukewarm defenders in all those who would profit by the new portal; this lukewarmness arising partly from the incredulity of mankind who does not truly believe in anything new until they actually have experience of it. 23. Dealing with humans in tough circumstances 24. Dealing with humans in tough circumstances 25. SHARE 2012 | 26 26. How do gamestorming & visual tools help? 27. Involves People 28. Egalitarian & Participatory Equal Opportunity to Participate Success Depends on Everyone get Involved 29. Structured with Goals 30. 31 Time Bound 31. 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 32. Putting it into action Excellent facilitation means building your soft skills 33. Soft Skills 34. Confidence 35. Listening 36. Humor 37. Brutal Honesty 38. Requirements Gathering Visual Tools and Games that can help with analysis 39. Why is it so hard to get good requirements? 40. The chicken and egg problem 41. Requirements 42. What makes something a requirement? 43. My three rules of SharePoint 1. Simplicity 2. Simplicity 3. Simplicity 44. We can do that for $10 45. We can do that for $1,000,000 46. Too much focus on the detail How 47. and not enough on the destination Why 48. Roadblock: Bad meetings Meetings & workshops take time, but are often ineffective 49. The Facts 50. 11million daily 51. 61.8 meetings/month 52. 50% unproductive 53. 31 hours wasted 54. The Effects 55. 91% daydreaming 56. 96% miss meetings 57. 95% miss parts of meetings 58. 73% bring other work to meetings 59. 39% fall asleep 60. Envisioning with Cover Story Visual Tools and Games that can help with defining Project Goals and Vision 61. Soooo. What is your vision for SharePoint? 62. 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. 63. Cover: Tells the story of your big success 64. Headline: The Substance of the cover story 65. Sidebars: Interesting facts about the story 66. Quotes: Quotes from potential end users of the solution 67. Brainstorm: Documenting initial ideas this is important! 68. Images: Supporting the content with illustrations 69. 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. 70. Game Setup Cover Story Template Post-its Pens tape Facilitator (# depends on size of group At least 3 participants A Scribe Camera (optional) 71. Introduction to Mind Mapping 72. Mapping for Navigation 73. Mapping for Prioritization 74. Mapping for Prioritization 75. Mapping for Scoping 76. 1st Half Wrap Up Dont go away, well be back for Part 2 ruven.gotz@avanade.com spinsiders.com/ruveng @ruveng mary.m.caldwell@Avanade.com shellecaldwell.com @shellecaldwell 77. Break 78. Welcome to Part 2. IBIS Mapping A Grammar for Thinking 79. Two books you must read 80. What are wicked problems? (recap) You dont really understand the problem until youve developed the solution You dont know when youve 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 81. Tools that can help 82. IBIS Notation 83. I use Mind Manager to express the same notation 84. Dialog mapping to capture argumentation 85. Dialog mapping to capture argumentation 86. Dialog mapping to capture argumentation 87. Dialog mapping to capture argumentation 88. Dialog mapping to capture argumentation 89. Dialog mapping to capture argumentation 90. Dialogue Mapping for scoping 91. Analyze with Sailboat 92. The object of the game Gain insight and understanding into the current state of the situation 93. How to Play the game Draw and/or put up a boat Name the boat to represent the focus area 94. What is dragging you down? 95. What can speed you up? 96. 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 97. How to Play the game Analyze voting Discuss the results as a group 98. Game Setup A BOAT ! Post-its (various colors) Pens tape Facilitator (# depends on size of group At least 3 participants A Scribe Camera (optional) 99. Visual Design Card Sorting & Tree Testing 100. What is Card Sorting? 101. Card sorting is a great, reliable, inexpensive method for finding patterns in how users would expect to find content or functionality. - Donna Spencer http://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0 102. What are the types of card sort? Open & Closed 103. Open card sorting process Gerbil 104. Results Gerbil 105. But not always what you expect Ford Gerbil 106. But not always what you expect (2) Ford Gerbil 107. Analysis http://www.boxesandarrows.com/view/analyzing_card_sort_results_ with_a_spreadsheet_template 108. What is Tree Testing? 109. Formally Known as.. Card-based Classification Evaluation 110. Step 1 Create a set of menus based on draft sitemap 111. Methods for Tree Testing Paper Or Online 112. Step 2 Develop Scenarios 113. 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 114. Step 3 - Recruit 115. Step 4 - Observe 116. Step 5 - Analyze 117. Step 7 - Repeat Create Menu Develop Scenario Recruit Evaluate Analyze Repeat & Optimize 118. Wireframing 119. I used to hate wireframing! 120. A useless wireframe 121. Way too much work Erik Swenson 122. Balsamiq: Just right 123. Simple Wireframe 124. Wrap Up 125. Adapting the low-tech social network 126. Products and Tools Referenced Mind Manager www.mindjet.com Xmind www.xmind.net Balsamiq www.balsamiq.com UserZoom www.userzoom.com Optimal Workshop www.optimalworkshop.com Card sort tools measuringuserexperience.com/CardSorting Boxes & Arrows boxesandarrows.com Gamestorming (book) www.gogamestorm.com Innovation Games www.innovationgames.com Dialogue Mapping cognexus.org Thank You! 127. SharePoint Saturday Chicago Suburbs 153 Speaker Feedback: SPSCSM.COM 128. Stay Connected! ruven.gotz@avanade.com spinsiders.com/ruveng @ruveng mary.m.caldwell@Avanade.com shellecaldwell.com @shellecaldwell 129. Bonus Collect Feedback With Prune the Product Tree 130. The object of the game Identify the kinds of benefits the targeted groups of users received from the solution in question 131. How to Play the game Red Apples = Expected and got Rotten Apples = Expected and didnt get Presents = Unexpected benefits