visual tools and innovation games workshop - spscbus - aug 2014

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

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A 'meta' presentation about metadata - tools you can use to explain metadata, taxonomy and content types to your stakeholders. Presented at SharePoint Saturday Columbus (SPSCBUS), Aug 23, 2014 [DOWNLOAD THE FULL DECK TO GET SPEAKER'S NOTES]

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

2. Low-tech social network Draw your AvatarU Add your name for the Avatar Tag your AvatarDraw your Avatar Upload your Avatar 3. DIRECTOR & REGIONAL LEAD Michelle Caldwell [email protected] @shellecaldwell shellecaldwell.com 4. DIRECTOR & NATIONAL LEAD Ruven Gotz [email protected] @ruveng spinsiders.com/ruveng 5. Together Realized 2014 SharePoint Saturday - Columbus 8 Thanks to our Conference Hosts 6. Together Realized 2014 SharePoint Saturday - Columbus 9 Thank You to our Fabulous Sponsors! PLATINUMGOLDSILVERBRONZE 7. Together Realized 2014 SharePoint Saturday - Columbus 10 Get Connected! Open wireless access is available. See something remarkable? Tweet (#SPSCBUS) and share it FaceBook User? Post your comments to our User Group FaceBook Group Page. Just look for BuckeyeSPUG. 8. 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 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. , wont talk to each other 24. 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. 25. Dealing with humans in tough circumstances 26. Dealing with humans in 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. 31 hours 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 62. Envisioning with Cover Story Visual Tools and Games that can help with defining Project Goals and Vision 63. Soooo. What is your vision for SharePoint? 64. 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. 65. Cover: Tells the story of your big success 66. Headline: The Substance of the cover story 67. Sidebars: Interesting facts about the story 68. Quotes: Quotes from potential end users of the solution 69. Brainstorm: Documenting initial ideas this is important! 70. Images: Supporting the content with illustrations 71. 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. 72. Game Setup Cover Story Template Post-its Pens tape Facilitator (# depends on size of group At least 3 participants A Scribe Camera (optional) 73. Introduction to Mind Mapping 74. Mapping for Navigation 75. Mapping for Prioritization 76. Mapping for Prioritization 77. Mapping for Scoping 78. 1st Half Wrap Up Dont go away, well be back for Part 2 [email protected] spinsiders.com/ruveng @ruveng [email protected] shellecaldwell.com @shellecaldwell 79. Break 80. Welcome to Part 2. IBIS Mapping A Grammar for Thinking 81. Two books you must read 82. 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 83. Tools that can help 84. IBIS Notation 85. I use Mind Manager to express the same notation 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. Dialog mapping to capture argumentation 91. Dialog mapping to capture argumentation 92. Dialogue Mapping for scoping 93. Analyze with Sailboat 94. The object of the game Gain insight and understanding into the current state of the situation 95. How to Play the game Draw and/or put up a boat Name the boat to represent the focus area 96. What is dragging you down? 97. What can speed you up? 98. 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 99. How to Play the game Analyze voting Discuss the results as a group 100. Game Setup A BOAT ! Post-its (various colors) Pens tape Facilitator (# depends on size of group At least 3 participants A Scribe Camera (optional) 101. Visual Design Card Sorting & Tree Testing 102. What is Card Sorting? 103. 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 104. What are the types of card sort? Open & Closed 105. Open card sorting process Gerbil 106. Results Gerbil 107. But not always what you expect Ford Gerbil 108. But not always what you expect (2) Ford Gerbil 109. Analysis http://www.boxesandarrows.com/view/analyzing_card_sort_results_ with_a_spreadsheet_template 110. What is Tree Testing? 111. Formally Known as.. Card-based Classification Evaluation 112. Step 1 Create a set of menus based on draft sitemap 113. Methods for Tree Testing Paper Or Online 114. Step 2 Develop Scenarios 115. 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 116. Step 3 - Recruit 117. Step 4 - Observe 118. Step 5 - Analyze 119. Step 7 - Repeat Create Menu Develop Scenario Recruit Evaluate Analyze Repeat & Optimize 120. Wireframing 121. I used to hate wireframing! 122. A useless wireframe 123. Way too much work Erik Swenson 124. Balsamiq: Just right 125. Simple Wireframe 126. Wrap Up 127. Adapting the low-tech social network 128. 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 Glyma glyma.co Thank You! 129. 2014 SharePoint Saturday - Columbus 157 Thank You to our Fabulous Sponsors! PLATINUMGOLDSILVERBRONZE 130. Stay Connected! [email protected] spinsiders.com/ruveng @ruveng [email protected] shellecaldwell.com @shellecaldwell 131. Bonus Collect Feedback With Prune the Product Tree 132. The object of the game Identify the kinds of benefits the targeted groups of users received from the solution in question 133. How to Play the game Red Apples = Expected and got Rotten Apples = Expected and didnt get Presents = Unexpected benefits