One Big Field

How to run a user-centered requirements gathering workshop

Presented by Fergus Roche Friday 15th July 2011

for…

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UX (user experience)

Prototype

UX will reduce risk

The UX approach allows us to visualise a view of the future without going near build, reducing cost.

Source:OBFproject–interac5onprototype

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Mosta8en5on

Mostclicked

2ndmost

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We design with data

Lots of designers don’t. Which we find weird.

imagesource:OBFproject

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Help orgs. make better decisions

Position your need; if you can write down a problem correctly, you can see the solution.

Position your need; if you can write down a problem correctly, you can see the solution.

imagesource:OBFproject

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Why a workshop? Gain insight & build consensus

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RapidPrototyping

bespoke

Madeup&combos

When to run a workshop to gather requirements?

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bespoke Madeup&combos

RapidPrototyping

Trad. digital agency

Research Business requirements IA Specification Design Build Test UAT Go live SLA

Waterfall

Requirements Specification Design Construct Integrate Test Install Maintain

Iterative

Inception Business modeling Requirements Elaboration Analysis & design Construction Implementation Test Transition Deploy

Agile / Scrum

Requirements Specification Architecture Design Implementation Testing Deployment Maintenance

Typically run workshops during these stages

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When to run a workshop to gather requirements?

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Three key elements…

1. The process map 2. A requirement in context 3. Prioritisation

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…lets pretend we’re in a workshop

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The project 2011 National Elections: Get the people to vote!

Client Electoral commission [stakeholders]

Supplier Syco Productions [supplier & UX team]

Challenge Post-Olympics, electoral turnout for 2014 is

forecast to drop to 30%. imagesource

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Simon has been brought in to X-Factor the elections…

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Rules of the game  Grouped by suit:  Players: Ace - 7  Watchers: 8 - King  Roles:  Ace – UX team leader [Syco]  2 & 3 – UXer [Syco]  3 – client contact [Elec. comms]  4, 5, 6 & 7- stakeholder [Elec. Comms]

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Your first task… Process-mapping

How the hell do I vote?

Said Chloe [aged 19], a dynamic entrepreneur knee-deep in running her fifth successful start-up.

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Task no 1: process-mapping

Process map out the existing process of voting in the general elections.

[Ace – 7]

See scenario

EXAMPLE CLIENT

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Process-mapping assets Persona Key scenarios Flip-chart paper, post-its & markers A clear & empty wall

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Personas

Simple > proper ones [or the One Big Field, special-trump-card-micro-persona one…

ThereisamajorearthquakeinaruralremoteareaofKyrgyzstan.TheBri5shRedCrosslaunchesanappeal.

I5bek,ayoungBri5shmanwithKirghizparents,isveryconcernedabouthisrela5ves‐hisuncle,auntandcousinfromhismother’ssideliveintheareaaffectedbytheearthquake.He'sbeentryingtogetintouchwiththembuthasnotheardanythingsincetheearthquake.

HowcantheBri5shRedCrosshelphimtofindoutwhatishappeningtohisrela5vesHe’swonderingwhethertodonatemoneytotheappealHewouldalsoliketodonatesomeofhiswinterclothes,andwantstofindoutwherehisnearestRedCrossshopistodoso.Havingdonatedmoneyandclothes,hecomesbacktothewebsiteamonthlatertofindouthowtheRedCrosshasbeenusinghisdona5oninKyrgyzstan.

DescribeandmapouthowhewouldengagewiththeBri5shRedCrosscurrently.Highlightthetracing&message,donateandshopsteps.

Scenario:I5bek’searthquake

EXAMPLE CLIENT

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EXAMPLE CLIENT

EXAMPLE CLIENT

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BUSINESS OBJECTIVES

LIKES/DISLIKES

SCENARIOS PROCESS-

MAP [EXISTING]

IDEATION ACROSS

MAPS CLUSTER

PRIORITISE / CULL

REPEAT PER SCENARIO

SCORE IDEAS

AGAINST OBJECTIVES

ORGANISE /LIST REQS.

PROTOTYPE PRIORTIES

FIRST

Quan5ty[x50] Quality[x2]

start

end

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Three key elements…

1. The process map 2. A requirement in context 3. Prioritisation

imagesource

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Lets swap!  Grouped by suit:  Watchers: Ace - 7  Players: 8 - King  Roles:  Ace – UX team leader [Syco]  8 – client contact [Elec. comms]  9, 10, Jack, Queen, King- stakeholder [Elec. Comms]

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Task no 2: ideation

Come up with 50 ideas to improve this process. Requirements in context.

[8 - King]

Process map: Find information on <type X>business cover. Offering a package for the first time.

EXAMPLE CLIENT

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One Big Field EXAMPLE CLIENT

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Three key elements…

1. The process map 2. A requirement in context 3. Prioritisation

imagesource

One Big Field

BUSINESS OBJECTIVES

LIKES/DISLIKES

SCENARIOS PROCESS-

MAP [EXISTING]

IDEATION ACROSS

MAPS CLUSTER

PRIORITISE / CULL

REPEAT PER SCENARIO

SCORE IDEAS

AGAINST OBJECTIVES

ORGANISE /LIST

PROTOTYPE PRIORTIES

FIRST

Quan5ty[x50] Quality[x2‐5]

start

end

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Task no 3: Strategic prioritisation

Are the top ideas/requirements relevant?

[Everyone]

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Score the top ideas against the strategic statements for

the project.

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Strategic statements 1.  Reduce the cost of the voting system

2. Increase number of voters to over 70%

3. Gather more data on voters

4. Make system favour the Party contributing most to Commission’s retirement Fund

5. Allow voters to also audition for X-Factor

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BUSINESS OBJECTIVES

LIKES/DISLIKES

SCENARIOS PROCESS-

MAP [EXISTING]

IDEATION ACROSS

MAPS CLUSTER

PRIORITISE / CULL

REPEAT PER SCENARIO

SCORE IDEAS

AGAINST OBJECTIVES

ORGANISE /LIST

PROTOTYPE PRIORTIES

FIRST

Quan5ty[x50] Quality[x2‐5]

start

end

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…end results

EXAMPLE CLIENT

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The three key elements…

1. The process map 2. A requirement in context 3. Prioritisation

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13 essential ingredients for a successful workshop

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No1–haveaplanTravelex Workshop

Part 1 Intro 20 mins 05 mins - Intros [Phil] 05 mins - Project overview [Phil] 10 mins - Likes/dislikes [ferg] <Split into groups> 20 mins 10 mins - Process-map a scenario 1 & 2 05 mins - Ideation [50 ideas] 05 mins - Cluster and prioritise x2 <repeat> 20 mins 10 mins - Process-map a scenario 3 & 4 05 mins - Ideation [50 ideas] 05 mins - Cluster and prioritise x2

10 mins - Coffee break

Part 2 <split & mix teams> 15 mins 15 mins - review & ideate across x2 process-maps

20 mins 10 mins - Process-map a scenario 5 & 6[open] 05 mins - Ideation [50 ideas] 05 mins - Cluster and prioritise x2 <combine top ideas>

10 mins Prioritise [against biz objectives] If time, review and cluster non-selected needs / what's missing 5 mins slippage overall

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1. Have a plan 2. Group dynamics 3. Enthusiasm 4. Pace & flow 5. Assets 6. Stand up! 7. Know your room & reconfigure

8. Timekeeping & team back up 9. Divide & conquer 10. Coral the alphas, don't spread them out 11. The bad idea from the top dog 12. The really good idea 13. Remember to shut-up

13 essential ingredients

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A workshop can gain you insight & build consensus

with the stakeholders

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A final point on handling large groups…

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Thanks!

for… imagesource:OBFworkshop

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Next steps to prioritising requirements…

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Prioritising requirements  MoSCoW  The 1-100 scale

withPlanningPoker

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Planning Poker…

Req 1: do the washing up after dinner – effort involved = 1 Chihuahua

Req 2: build a small desk from a flatpack IKEA set – effort involved = 1 Labrador

Req 3: replace the engine in your car – effort involved = 1 Great Dane

Req 4: build a small nuclear fusion generator in an Afghan cave. As a prisoner – effort involved = ten Wargs [massive monster dogs from Lord of the Rings]

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Planning Poker…

• Know that no human can accurately estimate. We just can’t do it. Accept it.

• Don’t estimate based on time

• Estimate requirements based on effort relative to other requirements.

• Apply abstract value system e.g. 1-100, dogs

• Work out what the value of 1 is per developer in time

• Multiply to get real effort values

• Adjust through project lifecycle

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Thanks!

for…

& thanks to the plants…

imagesource:OBFworkshop