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Scott Massing

Drew Raines
Vijay Balijaypalli
Rodrigo Isasi
Design Planning Workshop
Prof. Vijay Kumar

The IDesign Methods Platform

Project Charter

project intent
users
guiding principles
concepts
platform plan

The goal of this project is to plan and


prototype a design methods resource that
can be shared widely for use by innovators.
Planning for this resource will benefit from
the content of the book 101 Design Methods:
A Structured Approach for Driving Innovation
in Your Organization.

Planning workshop
Final Report
May 8th, 2013
Team:
Rodrigo Isasi
Scott Massing
Vijay Balijaypalli
Drew Raines

Sense Intent

Know Context

1.10 Convergence Map

2.1 Contextual Research Plan

1.12 Initial Opportunity Maps

2.7 Analogous Models

1.14 Intent Statement

Explore
Concepts

Frame
Solutions
6.2 Concept Evaluation

5.3 Value Hypothesis

6.6 Solution Diagraming

5.5 Ideation Session

6.7 Solution Storyboard

5.7 Concept Metaphors and


Analogies

6.10 Solution Evaluation

5.8 Role-Play Ideation

Know
People

Frame Insights
4.1 Observations to Insights

5.13 Concept Sketch

3.1 Research Participant map

4.2 Insights Sorting

5.14 Concept Scenarios

3.15 User Observation


Database

4.5 ERAF Systems Diagram

5.15 Concept Sorting

5.10 Puppet Scenario


5.11 Behavioral Prototype

Sense Intent
The concept of Sense Intent is about the where. Where is the design world
moving? In which sector, industry, and market can our platform innovate? In
which areas of designers and other peoples changing life patterns will our
innovation fit? Sensing Intent helps us take a pause before jumping into our
101 Methods platform project and consider the changing world around us.

1.14 Intent Statement

A platform that helps

Practitioners
Innovators
People

Structure their
Guide
Augment
Optimize
Plan
Initiate
Learn
Demonstrate
Agree upon
Document
Playbook

existing

Design processes
Research
Strategy
Creative
Planning
Implementation
Analysis

for repeatable innovations

1.12 Initial Opportunity Maps

101 methods

breadth

making

dm platform

crash courses

design students
IDEO Cards

intrapreneurs
dm platform

innovation leaders

innovation leaders

design firms
novice

expert

product managers
design firms
skeptic

evangelist

crash courses
HCD toolkit

especific books or seminars

design
practitioners

project manager
depth

books + business
case studies

books and
case studies

traditional business schools

design schools
understanding

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

4.5 ERAF Systems Diagram


We used an ERAF for early brainstorming, trying to understand who the
players on the system might be so we could develop our research plan.

ID
MBA

Knowledge
Hire

Design
Research
Conf

Design
Consultant

o
lP
ro
m
oo
ch

ba
Fe
ed
ol

ho
/Sc
mo
Pro

/S

Corporations

rn

rn

ts

a
Le

Le
a

ec

Sponsership
Feedback on Tools
Use/Contribute/Case Stud

Design Methods Platform

Prospective
ID Student

Pr
oj

ck

on

s/T
oo

ls/

To
o

ls

Ca
s

eS
tu

ge

od

Hire

d.

Kno
wled

th

IIT

Me

Pr
om
s/
et
Tic
k

Projects

d.
Stu
se
Ca
ls/
oo
ols o
To
s/T
on Prom
od
th
l
ck
ba oo
Me
ed ch
Fe rn/S
a
Le

Faculty

Other

Prospective
Corp Participant

Knowledge
Money
Material/Methods/Content

Info/Feedback
Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli,
Drew Raines

Know Context
In the Know Context mode we gain a full understanding of the surrounding
conditions in which changes happen. It is in this changing context that our
101 Design Methods platform needs to work to be successful. We need to understand the context well enough to be confident in our innovations. Overall,
our goal is to gain as many insights as possible about the context, and get
prepared to confidently explore opportunities, and begin to see direction for
the future.

2.1 Contextual Research Plan


secondary research

primary research

week 2-3

week 3-4

Sources

Sources
ID Network

Design Schools, Firms and Blogs


Business Sites, Magazines and Schools

Design Firms, Coporate Design


Departments, Entrepreneurs, Proffesors and Students

Google Trends, Amazon and Social Media

Methods
Precursors and Analogous Models
Interest Groups and Discussions
Popular Media Trends

Methods
Sub Matter Interview

2.7 Analogous Models


Innocentive

What is it?

Open Innovation
Crowdsourcing
Prize Competitions ($500 to $1 million+)
Community of 275,000 solvers
1420 public challenges, 1000s private

How it works
3 Levels of engagement:
Brainstorms: Price $2k

Self-service, public, 30 days

Award $500 - $2k
Premium: Price $20k

Std. process, facilitated, private

Award $5k and up
Grand: Price: typical is $100k+

Custom process, fully facilitated

Whats novelty/value?

Enable businesses to generate new ideas


Breaking problem down (framing) to align appropriate challenges to prize sizes
Value-add from abstraction to attract diverse solver base
from differing industries

Intruiging Aspects
Largest problem solving network
They offer Problem Framing as a service
Average success rate above 50%
See next steps as being smaller

more brainstorm challenges

morph into recruiting tool
See it as alternative to VC

replacing seed funding phase

Related Aspect:


Innovation
Crowdsourced Value
Unique Service

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

2.7 Analogous Models

Lynda.com

What is it?

Intriguing Aspects

Learn software, creative, & business skills


Online video tutorials, of expert instructors
Learn anywhere: Mac, PC, tablet, phone
1625 courses

Majority of content is codified


Lynda was faculty at Art Center UCLA
$70 M in revenue with no investors
Works with all the Ivy League schools
Disney, Time Warner, Sony, Pixar, ABC,
and HBO are also customers
It produces over 9 percent of content in-house

How it works

Subscription model:
Individual

Monthly: $25 or $38 premium

Annual: $250 or $375

Related Aspect:
Education
Tutorials

Enterprise and Pro models


Entire business gains access
Tracable, account management

Whats novelty/value?
Targeting the software toolsets

Desktop publishing
Programming
Using video and advanced web platforms

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

2.7 Analogous Models


Service design tools.org

What is it?
Open collection of communication tools used to design
complex systems
Interesting case studies - very visual

How it works
Site segregated into 4 sections:
Design Activities
Representations
Recipients
Contents

Methods are grouped accordingly
Case studies uploaded by 3rd parties
No fee

Intriguing Aspects

Resulted from grad student thesis

Related Aspect:

Education
Tutorials
Design

Whats novelty/value?
Focused on Service Design
Tools first based upon ID, then evolved
Evlolved tools better for complexity

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

1.10 Convergence Map

knowledge free, services around it


for fee

lower entry barriers to develop


products

rising costs

Education

virtual research tools growin

MOOCs

softskills like empathy will require onsite learning,


codified will be online

Kahn Academy
dual degree MBA/MDes are
increasing

MBA not as relevant in a global


economy
Lynda.com

Design Methods
Platform
IDEO HCD

internal corp innovation tools


growing
open innovation sites growing:
Innocentive
dscout tools emerging in design

only 25% of corp said good at concept &


implementation

Creativity Quotient new term from


Nussbaum

Innovation CEO top concern

CIOs seen as keeper of corp. innovation?


Cloud allows quick exploration at low initial
costs
VC being disrupted by things like
KickStarter
America Competes ACT

consultancies need to sell &


stay top of mind. Leave-behinds
help do this

ERP systems seem to have neglected


innovation management

Crowd
Sourcing/Funding

there are many innovation methods, with no


standard

Innovation
Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

Know People
Design that is sensitive to and based on peoples needs and patterns of
behavior will be good design. As such, the most of Know People, with its
focus on empathy, observation, personal engagement, and problem solving,
is an indispensable phase of the design process.

3.1 Research Participant map


In order to get a ensure interviews covered the full spectrum
of relevant parties, we developed a research plan that
identified the types of potential users for our platform and
strived to insure we had interviews in all groups.

ID Student

ID faculty

Startup

Ishan Bhalla
Patrica Wang

Matt Mayfield - Assistant Dean

Guillermo Krovblit - Peapod labs

Design Consultants

Corporate

Lawrence Abrahamson - IDEO


Deborah Alden - Independent consultant
Jennifer Lee - GravityTank
Tim Miller - Teague
Steffi Marty - Wrigleys

Melissa
Jane
John

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

3.15 User Observation Database


Design Consultants

Jennifer Lee
Researcher

Jennifer Lee is an educatorturned-researcher who utilizes her


multidisciplinary background in
ethnic studies, education, and design to untangle complex human
problems while keeping multiple
points of view in mind. She holds
a BA from Brown University, an MA
from Teachers College Columbia
University, and an MDes from IIT
Institute of Design.

1) Does not use any of the methods that were taught at ID.
2) Does remember only relevant methods.
3) Heard about the book but not keen at buying.
4) The solution should not cluster, analyse, synthesize data. She should be
doing that.
5) Would like an integrated solution that would couple with existing knowledge
management system
6) Would like the Methods solution to be a quick and easy (4-5 sec) reference
material.

Strategist at Teague, ID MDes/MBA


grad

Design Strategy consultant at


Wrigleys since jun 2012. With more
than 8 years of work in design.
Finished the MDes program at ID
on 2005 and now teaches the Idea
Incubator Workshop at the same
institution.

Tim Miller
Strategist

Steffi Xiao Marty


Wrigleys

1) Strategy is fairly new discipline (profit center) for consultancies ~ only about
5 years old
2) Corporate clients get impatient waiting for synth were asking for analysis
light next time
3) Long time frame research makes technical client leads nervous, they are used
to more immediate results.
4) Licensing new methods to the community is appealing
5) The ID field may be over-methodized
6) He prefers his MDes tools to his MBA tools for front end tasks
7) Consultancies are creating cases, videos, and leave-behinds for internal PR at
client sites.
8) The methodology gets lost in the clients domain
9) The 101 book may be perceived as an all or nothing process rather than a
toolkit that can be selectively accessed.
10) He preferred the word approach rather than process, concerned about being
boxed in to a cookie cutter process
11) It took 2-3 years to get their biggest client to understand the value in the full
process, now they are demanding more, and expanding the application across
more internal groups.

1) To gain buy in for design in the business world, we need to adapt to the tools
and language they use
2) More than translation from user needs to design, what is needed is translation
from design to business
3) All the company talks about design thinking, due to a one week
training they had
4) Marketing is the main link between business and design
5) Marketing hire sometimes agencies for projects without involving the design
team
6) There is a non spoken battle for ownership
7) The first meetings with business managers where intense they felt that they
spoke different languages
8) The use of contact reports is very important, as a professor encourages
students to use this format to keep track of their progress
9) Business its used to quantitative test to proof ideas
10) Nobody takes the risk of making decisions

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

3.15 User Observation Database


Design Consultants

Lawrence Abrahamson and Deborah Alden


Design Researchers
Lawrence is a ID alumni and Design Researcher at IDEO, Deborah is an
independent Design Researcher with extesnive experience working in cross
cultural areas.

1) Design is getting watered down, how could the platform keep up the quality?
2) Startups chipping away at big problems is a direction for future design growth
3) Storytelling is what lets people within a company push an idea forward
4) bridging the language gap between designers and business is an important issue to tackle.
5) Design tries to be rigorous but not exhaustive
6) Methods arent algorithm that are going to spit out the answer if you ask the write question. Crap in crap out.
7) One of the main uses of design methods such as analogous models is to get the client excited.
8) things like frameworks are more important as methods for storytelling
9) Frameworks are one of the biggest things that clients will take away. They on average will live for 2-3 years in the
company, unlike the specific finding of the project, which may only live a few months.
10) At IDEO they use all the methods in some way, just not formally or ever by name
11) Methods are a way to build the muscles to become a designer.
12) You create methods on the fly that fit your needs and the current situation
13) You dont make a project plan around methods, accept in the research phase where you need to specify out which
activities you will be doing that cost money
14) What would be great is tools to get you unstuck, to quickly find you a method just go get over a sticking point
15) IDEO and FROG have open cards, they would be willing to put them up, they are open
16) IDEO cards are not for IDEO consultants, but rather for specific things like NGOs
17) Dont make the book in some other form. Make something to help me understand how these apply in the field

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

3.15 User Observation Database


Corporate
Manager of Process for Product
Development at gaming company

New marketing research hire at


gaming company

Mellissa

Jane

1) Internal silos use different tools making it difficult to determine how good
ideas that turned into good products were originated
2) The planning software being implemented didnt have tools for tracking fuzzy
front end tasks
3) Identifying FFE methods that were effective was not a consideration in
buying the new planning software
4) The corporate definition of planning doesnt include concept generation in
its domain, but only initiates after a concept has been chosen
5) It seems to be assumed that the FFE cant be measured, controlled, or
planned for, so it is ignored and treated as a serendipitous phenomenon.
6) She was in quality, which is a discipline of measurement, and awareness of
planning methods and measurement tools like Ansoff was low
7) Senior management was looking for simple ways to measure innovation and
she was excited to show Ansoff to them.

1) Corporate is hiring from consultancies to get the experience in-house


2) Newer online methods costs less, but theres a need to validate them, and
their system provider now
3) There may be a perception of there being many methods available, creating
too many to choose from, when in reality there are just many synonymous
names for a small collection of methods.
4) Online tools solve old problems (lead time to do broad geographic research)
but then create new ones (less control of interview since virtual).
5) Crowdsourced research tools provide quick access, but can be a challenge to
maintain the solver base through retainers, and then also need new skillsets for
site maintenance.
6) There is a need for a method selection tool (in-house or online directory)
and also a method supplier validation service (outsourced)
7) There are untapped disciplines that could benefit from design methods such
as the sociology profession

Executive Director of Marketing at


gaming company

John

1.) His career started by selling first online dscout type tools. The credibility of
results was the biggest concern from his customers.
2) Online tool participants were thought to be unrepresentative of general public
(early adopters or smarter)
3) It took about 5 years to get people to realize they got better results online
because participants could access it on their own terms and not be biased by an
interruption such as an impromptu phone call.
4) 60% of his budget goes to qualitative research (which is dominantly focus
groups with little ethnography), although he just hired a researcher with ethno
background.
5) The company is emphasizing growth, yet an imminent segmentation study
involves only existing customers
6) Initial segmentation feedback has provided a surprising result to executive
naysayers, in that they started speaking about the business in new ways, with
feedback from listeners making them feel like rockstars of the industry.
7) He recently hired a new researcher, and noted she had case studies and experience demonstrating her successes in consulting
8) He has difficulty getting budgetary signoff for qual/ethno type research
because decision makers dont know the lingo or understand the successes had
in other industries.
9) Leadership is starting to realize past successes is not repeatable and may have
been due to positive economic conditions, not a process or knowledge base. Now
they are looking for process and knowledge base.
10) Cant just get some tools and start, need to know where to start.
11) He used to feed his data to universities and let them work on it.
12) Hes on his universities advisory board for marketing, and they regularly
review the curriculum against what is being done in industry, then make adjustments to curriculum.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

3.15 User Observation Database


Startups
The Design Process applied targeting a goal its a lethal
weapon
Co-founder of the startup Peapod Labs, a business that aspires
to redefine playful learning education in the new ecosystem of
mobile devices. The company launched its first iPad and iPhone
appABC Wildlifein summer 2010. On May 14 2011 received
a Master in Design from the Institute of Design and an MBA
degree from IIT's Stuart School of Business.

Guillermo Krovblit
Peapod labs
1) ts not intuitive to know how to start something, ideas are always there, the challenge is making them
real
2) When you start something new, something that is not in the market, the sensation of being adrift is
huge
3) Design methods guide you through A process not THE process, but aloud you to start and improve it
on the way
4) Helps you shift from a model of experiment to a model of evidence
5) You can agree or not with others point of view but to synthesize that in a solid argument is what you
get with a design process
6) Reduces the risk of repetition, document your ideas and assumptions
7) At the beginning the process has to be rigid, but after repeating it several times it becomes part of
your DNA.
8) As an entrepreneur, you ought to be biased, there is no time for starting from green fields
9) As a designer you are placing new things in the world, that gives you a higher level of accountability
and empowerment
10) His concern now is how to maintain alive the incremental growth, but at the same time not to loose
the hunger for disruptive new ideas
Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

3.15 User Observation Database


ID Students
Design Researcher and Strategist

Ishan is an interaction designer,


with experience designing for
the web, mobile and television
platforms; a design researcher,
with training in ethnographic
methods and an aspiring design
strategist.

Ishan Bhalla

Patricia Wang

1) Platform is going to need to address wide use patterns even among pro
designers
2) Platforms, at least for student designers and those working outside of
consultancies, are often hacked to together on the backs of public platforms
3) Keeping the results of the design process tracked is a big and important task
4) Favorite tools are 5es, 10 types of innovation, and clustering
5) two school of thought: West coast school under ( IDEO) , Structured school
(ID, GravityTank, Continuum, Connifer)
6) The design process, as we approach it at ID is relatively linear
7) Wordpress blogs are a good solution to create a shareable repository of the
design process, but lack the structure to be fully useful.

1) groups had a problem that sometime the godrich members thought of the
methods as hard and fast rules, and were uncomfortable with the idea of modifying them or changing them to fit their needs
2) book was also used by ID students to jog memory, they didnt sit down and go
through the book case by case but used it to think of things they had forgotten.
3) A platform should be an Idea, repository of design tools. It would be great to
be able to pull up idea quickly and use them on the spot.
4) Experience would be richer if it included other tools from other companies
great. It should be a reference and should have everything.
5) Need to be visual.
6) You may remember stories better than actual frameworks. tie case studies into
each method.
7) Without ID training people need a 1800 dial a designer to handle the moments
of freak out; a mini design yoda.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

3.15 User Observation Database


ID Faculty

Matt Mayfield has worked for over 20 years in applied research


across the domains of design, consumer behavior, product/
service strategy, and computing technology for fortune 500
companies.

Matt Mayfield

Matt is currently Assistant Dean and Visiting Assistant Professor


at the Illinois Institute of Technology, Institute of Design. His
courses include product and portfolio planning, contextual
design research, and design processes. His long-term research
interests revolve around understanding the impact of computing technologies on decision making for design and business.

1) Make the book flexible to be practiced and easily adoptable by removing the redundancies and with
using practical examples.
2) Give due credit to the author of the methods
3) Structure the book based on professional design disciplines and present overlaps
4) Provide apps that are more like tools. Apps that organize thoughts, data and questions into meaningful data and uses methods to present insights
5) Three solutions 1) For starters toolkit with few methods in their simplest form. 2) Service/subscription model/solution that helps people review and apply methods and advance their ideas. Last 3) A
training and tutorial (Videos) solution that helps students.
6) Short term solutions should be more focused tutorial oriented. Long term solutions could create
platform for the method innovators to talk about the methods and support design community and nondesign community.
7) ID would not invest now but will closely watch project progress.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

Frame Insights
When we frame insights we move from gaining knowledge of peoples experiences and needs to applying various analytical frameworks to the data so
that we can organize our thinking and gain a clear perspective.

4.1 Observations to Insights


We clustered our observations into tasks to be done, and attempted to pull
out higher level insights

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

4.2 Insights Sorting


We created a spreadsheet of all of our interview observations, insights, and
some concepts that may come of them.

User

Needs

job hunting student

Prospective Students

Lone ID alumni

Insight

recruiters use your knowledge of the process to gage how much


you contributed to a nice looking deliverable

Source

Concept

show how they processed their results


to know how to derive an insight from an
obervation, and then aggregate insights into
design principles. This is skill gained from
experience

observations, insights, and design principles get confusing and


the methods don't derive insights from observations, only
organize them

Scott M

A design principle and insight litmus test or guideline would


benefit students of design methods

for outsiders to respect and understand the


design label on our program. It is not understood
ID may suffer from poor branding to those outside of design
to contain strategy, planning, analysis, and
which are potential new clients, users of its methods and
synthesis which seem to be more respected
terms/skills
teachings
to collaborate and track the data that's part of
the design process, in one cohesive tool, not a
ahoc aggregation of publicly available sites not
designed for design

Scott M

user of methods currently create ad-hoc systems of software to


Ishan
make and manage methods

a way to order all the data collected during the


process so it can be found later, like a blog which
is chronologically ordered. a video tool to
upload clips, add tags to insights, print out tags
for clustering, and a way to upload back to cloud the research video is hard to index and refer back to

Patricia

a visual way to recall past projects and


frameworks
know, what you don't know, is worth knowing
become aware of the program

methods users tend to be visual, and most ad-hoc tools used


aren't.
it is hard to know, what you don't know, is worth knowing
prospective beneficiaries of methods don't know they exist

Patricia
Scott M
Scott M

decide if program is worth investment

hard to value something before you know it, and without a wellknown brand behind it (Harvard is good for learning business)
Scott M

customize methods to new situations


way to appease clients during the process

designers by nature redesign things, so it should be expected


that they will redesign the methods and want tools to do this
clients care about synth (results) not analysis (process)

Teague ID alum

a way to appease clients during the process

those unfamiliar with design thinking need validation that it


works, or interim assurances to keep them calm till the
deliverable is presented

Teague ID alum

a standardized, and trusted process

Strategy is a newer discipline for the consulting and business


world and still gestational. There's no standard yet

Teague ID alum

ability to see shifts in world patterns

A macroscopic view is desirable at project onset but is big ,


vague, and fuzzy. Design methods help organize this as
compared to MBA toolsets more micro-view

Teague ID alum

extend firm's success stories beyond client


contact

firms create leave-behinds to penetrate success stories further


into their client's organizations

Teague ID alum

communicate complex methods through a client


contact that doesn't understand them. Vijay's
book is too vast for outsiders to grasp. We are
trying to guide our clients into the beginning
stages of design methodology and they've
created custom books about past projects and
used that shared context to convey methods and The 101 book is too long to leave behind as propaganda for a
firm, and it's not branded.
next steps to bring them into the corporation.
to find internal client contacts best suited to
receive the methodology sell and drive proposal
acceptance

Teague ID alum

Internal client champions have a tough job defending a new


process, owned by an outside entity - consultants need a way to
help them
Teague ID alum

don't see need for new methods to be developed,


and developing a platform like D-scout didn't
custom leave-behinds are being made to propagate a firm's
seem to have enough ROI to justify perceived
past successes
cost.

Teague ID alum

The design planning field may have overmethodized and be in need of a filtration or
consolidation of methods to become more
standard so there is less confusion and perceived Design thinking in fermentation stage of the S curve, need
dominant design to emerge with supporting case studies - like
risk over what to do or how to do it when
Innovator's dilemma did with Nucor steel story.
practicing the art

Teague ID alum

to help clients understand how getting the right


people on the client side is just as important as
having on the consultant side.

a google docs, meets evernote, meets skype for design methods

a youtube for design methods, that lets you upload, splice,


annotate, tag, sort for clustering, and share
pintrest for designmethods, something visual rather than textual
search onlyh

A project management tool that lets you take project snapshots


along the way, and capture relevant insights, highs and lows, ahha moments, participant quotes, etc. and rolls it up into easily
printable or online accessible websites with secure access. This
would allow firms, students, and individual designers to track,
manage, share, and point to future goal (empty picture frames in
the document charter) that will keep clients at bay because they
know what is coming.
setup a portal allowing client employees to access, and by
watching how deeply certain users go into the content, you can
rate them on how effective a champion they might be

a case studies page like that on www.strategyn.com webpage


under http://strategyn.com/our-results/

Consultants are training client champions how to hire or find the


right people to carry the projects through once delivered.
Teague ID alum

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

4.6 Descriptive Value Web

Design
Consultancies

Students

Faculty

ID

Alumni

Corporations

Knowledge

Material/Method
Money
Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

4.6 Descriptive Value Web

Alumni
Students

Faculty

ID

Design
Consultancies

Corporations

Design Methods Platform

Knowledge

Material/Method
Money
Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

Explore Concepts
Energized by powerful insights about people and the context, it is time to
jump from the world of inquiries into the world of possibilities. In this mode
we build on the pattern and insights gained from previous modes.

5.3 Value Hypothesis

A platform that offers features, tools and methods for


customers to plan, build, share, rate, store, and curate design
projects; help build network or team and advance their
knowledge/Career/Business.

Workshop Plan
Our workshop developed each of our three major scenarios by working them through 4
stages. To get outside perspective we recruited 9 ID students to help us design platform
features that work for their needs.

Brainstorm

ID Student
Scenario 1:
Telling your
story

Scenario 2:
Making teamwork work

Scenario 3:
New kid on the
block

Metaphor

3D

Skit

Output: Concepts

Workshop Scenarios

Scenario 1:
Telling your story

We defined three scenarios that explored different parts of the platform


from the perspective of an ID student.

HERO

Scenario 2:
Making teamwork wo
rk

ID Student prep for job Interview/at the interview

CONFLICTS

Unclear Objectives
Ambiguous Project
Complexity of projec
t
Tight Deadlines/Sc
hedules
Lack of consensus
Satisfy client/stakeh
older

REWARD

CONFLICTS
Building Portfolio
Validate results
Showcasing skills
Show value to employer
Showcase depth and breadth of
knowledge
Showcase learnt processes
Demystify methods to outsiders
Communicate to non-designers
Demonstrate complex pro-

HERO
ID Team working
On Design project

Scenario 3:
ck
New kid on the blo

Clear Directives
Strong Presentation
s
Meaningful Solutio
ns
Meeting deadlines
Successful Project
Satisfied Client/Sta
keholder

HERO
New Student at ID
t firm
OR New Designer a

cesses

REWARD





Dream Job
Better Pay
Dream project
Strong portfolio
Stand out
Interview Call

TS
CONFLICtoolkit

Complex design
s / meth Varied design source
ods
zation
Adapt to new organi
ics
dynam
Team
New Terminology
t
Team misalignmen

REWARD





ses
Learn design proces
tools
Master methods &
Team alignment
Contribute in teams
Learn best practices
brand
Establish personal

Timeline Handout

Our participants were given this sheet at the beginning of the session that
explained the work for the day. They were then broken into teams and assigned
tables.

Thank you for participating in


this workshop.

This workshop will take approximately 3 hours. You will


work with your team of 3 to develop the solutions

Break

Break
11:00

10:10
Brainstorm

12:00

11:30

11:15
Metaphor

Table 1:
Telling your story

Team 1

Team 2

Table 2:
Making teamwork
work

Team 2

Team 3

Table 3:
New kid on the
block

Team 3

Team 1

12:50

12:10
Skit

3D

Team 3

Team 1

Team 2

Team 1

Team 2

Team 3

Methods used in workshop:


5.5 Ideation Session
5.7 Concept Metaphors and Analogies
5.8 Role-Play Ideation
5.10 Puppet Scenario
5.11 Behavioral Prototype
5.13 Concept Sketch
5.14 Concept Scenarios
Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

5.5 Ideation Session

Stage 1: Brainstorm

Goal: 20 ideas

Title of your concept:

,
and title your concepts
On half sheets sketch
then pin them up.

Stage 1: Brainstorm

On half sheets sket


ch and title your conc
epts,
then pin them up.

m storm ideas as if
orain
ain:stBr
e 1:
e 1.2
agBr
StagSt
financial
epts,ological or
conchn
your ec
titleo t
e n
ch and
sket ar
thtsere
On half shee
agup.e 1.2. :Yo
them
l Gates of ID, the
then pinSt
Bruain
arestth
oremBil
ideas as if
hurdles
there are no
stelor!gical or fi
oyno
tech
world is your
nancial
hurdles. You are th
e Bill Gates of ID, th
e
world is your oyster
!
m ideas as if
Stage 1.2: Brainstor rm ide
u
asnaasncifialyo
sto
gical or fi
: Br
nolo
1.3 te
chain
age eno
e ar
therSt
e
th
e.
,
ag
ID
ne
of
sto
s
e te
BillthGa
e dthite is
are .br
Yookuearan
hu
Strd
agles
e 1.3: Br
or!m ideas as if you
oyster
is yourain
woerld
ar
broke and it is the
stone age.
m ideas as if you
Stage 1.3: Brainstor
the stone age.
are broke and it is

Brainstorm final concept:

In the next 10 minutes, please


decide which concept you think
is strongest, and use the provid
visualize it. Remember, the next
ed space to
group is going to have to build
off of what you give them, so
some detail to work with.
give them
Sketch of your concept:

Goal: 20 ideas
easnew ideas
20al:id10
Goal:Go

Brief description of your conce

pt:

Goal: 10 new ideas


Goal: 10 new ideas
Goal: 5 new ideas

Goal: 5 new ideas


Goal: 5 new ideas

What you think makes your conce

pt awesome:

5.13 Concept Sketch

5.7 Concept Metaphors and Analogies

Stage 2:
Metaphor

Metaphor Instructions:

Take the prior group's selected concept and if needed


moderator at the table.

get any questions about it answered by the

rs that represent the idea or evolve it with a

Build upon the concept by brainstorming metapho


metaphor.
You will have 15 minutes for
this section.

the next phase. This one should be transferred over


You will again select your favorite to pass on for
rotate to the next table leaving your metaphor with
again
up
is
time
When
.
template
r
to the metapho
the moderator.

Metaphor

A note about Metaphors:

ations of the experience we are


Metaphors are inspirational, exaggerated manifest
striving to deliver to our stakeholders.
overall goal of the project.
Be sure to keep in mind the target user and the
think about.
me
made
that
ideas:
other
each
on
build
to
Try
metaphors:
To help with evaluation, remember that good

on of the solution
Defines the functional and emotional directi
rich with specific imagery
unication and
Provides multi-sensory direction for comm
s multiple touch
environment designversatile to work acros
points
of the future state
A good design metaphor gives you a sense
ities, products,
of the experience including the people, activ
communications, and architecture.

A Metaphor is:
Behavioral
it acts like...
Surface
it looks like...
Adoption
is similar to X + Y
Function
it works like
Construct
just like the situation
in X

In the next 10 minutes, pleas


e decide which concept you
think is strongest, and use
Remember, the next group
the provided space to visua
is going to have to build
off of what you give them
lize it.
, so give them some detai
l to work with.

Stage 3:
3D

3D instructions:

You will now build upon the prior group's chosen metaphor by building a 3D model that communicates
the concept or builds upon it. It can be a tool, a representation, a magical object, anything you can
devise that will help you solve the scenario your currently challenged with.

You will have 30


minutes for this section

Stage 3:
3D

3D instructions:

5.12 Concept Prototype

You will now build upon the prior group's chosen metaphor by building a 3D model that communicates
the concept or builds upon it. It can be a tool, a representation, a magical object, anything you can
devise that will help you solve the scenario your currently challenged with.

You will have 30


minutes for this section

Stage 3:
3D
You will have 30
minutes for this section

3D instructions:

You will now build upon the prior group's chosen metaphor by building a 3D model that communicates
the concept or builds upon it. It can be a tool, a representation, a magical object, anything you can
devise that will help you solve the scenario your currently challenged with.

5.7 Puppet scenarios

Stage 4:
Skit
You will have 30
minutes for this section

Stage 4:
Skit

Skit instructions:

You should now be back to your original scenario. Work with the moderator to understand how your
original concept has evolved and then as a group create a skit to use the items created (concept,
metaphor, 3D object) and address your scenario with a solution for the hero to get their reward. One
participant should play the role of a platform that helps the hero solve the challenge and get the
reward. The skit only needs to be 1 or 2 minutes long.

5.8 Role-Play Ideation


5.11 Behavioral Prototype
You will have 30
minutes for this section

Stage 4:
Skit
You will have 30
minutes for this section

Skit instructions:

You should now be back to your original scenario. Work with the moderator to understand how your
original concept has evolved and then as a group create a skit to use the items created (concept,
metaphor, 3D object) and address your scenario with a solution for the hero to get their reward. One
participant should play the role of a platform that helps the hero solve the challenge and get the
reward. The skit only needs to be 1 or 2 minutes long.

Skit instructions:

You should now be back to your original scenario. Work with the moderator to understand how your
original concept has evolved and then as a group create a skit to use the items created (concept,
metaphor, 3D object) and address your scenario with a solution for the hero to get their reward. One
participant should play the role of a platform that helps the hero solve the challenge and get the
reward. The skit only needs to be 1 or 2 minutes long.

Workshop participants

Aashika Jain
Paul Sheetz
Paul Keck
Jaime Rivera
Ishan Bhalla
Patricia Wang

Darren Petterson
Wei
Knowl Baek

5.15 Concept Sorting


Short description of how the tool was used in this project.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

Frame Solutions
When we frame insights we move from gaining knowledge of peoples experiences and needs to applying various analytical frameworks to the data so
that we can organize our thinking and gain a clear perspective.

6.2 Concept Evaluation


We evaluated our concepts by graphing their benefit to users, producers,
and platform owners.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.6 Solution Diagraming


Building off of our earlier ERAF diagrams, we developed diagrams for how
the system will work, and how it would role out over three phases.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.6 Solution Diagraming cont.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.6 Solution Diagraming cont.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.7 Solution Storyboard


To let poeple understand what the system would be like, we created stories
around our three major use cases.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.7 Solution Storyboard cont.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.7 Solution Storyboard cont.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.10 Solution Evaluation


We created drafts of our solution storyboards and
brought back to our participants for feedback.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.10 Solution Evaluation cont.


We also created analogy sheets for the features of our concepts. To test
which features participants found most useful.

DASHBOARD

Home page similar to app store, but featuring methods not apps.
Categories include: New methods, most shared this week,most
liked per stage. Can also show methods shared by your network or
people you follow.

DESIGN IQ

Allows designers to graphically see what their skill sets are by


assigning points to projects and classes. Also allows recruiters to
find students who have the skil mix they need.

card sort

User Research
Classes

INTERACTOR

The platform supports coversations between participants using a


variety of tools, from chat boxes to video. This gives users the
ability to reach out for questions or provide support to other users.

PROJECT TIMELINE

This feature helps people visualize and organize their design


process. Methods take up space on the timeline, and can also be
thrown into larger buckets to match with the ambiguity and
looseness of many users design processes.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.10 Solution Evaluation cont.


VIRTUAL PROJECT ROOM

Is an interface that works like the virtual tours that architects and
interior designers use for showing a space.
This will be a virtual tour in a project room (project box) where all
the stages of the process are shown.

Its a tagging feature where multiple users can be assigned as


authors or participants of a certain method

GROUP-FEEDING

Observing users
Spring 2012
Magic inc. group

added another picture


to the project file

METHODS SEARCH

Methods and plans can be searched in many different ways: by


part in the process, by company, but users, by rating, by time
constraints, etc. This helps users quickly put together a plan or
ovecome a hurdle.
Its a feature of the platform, that gives control to the author of an
input (method, project, piece of a project, etc.) to restrict access to
just them, a certain group of people or general public.

PRIVACY SETTINGS

Methods

Add project data

Posted by:

ERAF diagram

visible

stage in process:

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.10 Solution Evaluation cont.


BACKGROUND DATA COLLECTION

Instead of having to actively upload work during or after a project, the method platform can serve as a repository of work-inprogress. Work done by teams using the platform can easily be
made visible to future users.

Its a feature of the platform were a designer can receive


the endorsement of their teammates, so they can have a
legitimization of their skills.

STUDENT ENDORCEMENTS

jawbone

Synthsys

Student
IIT ID

TEAMATE PROFILE

Share students or designers profile in terms of personality, styles of


working, how they learn better, compatibility with other styles.

SLIDE SHARE RATINGS

Sharing pieces of a project and receiving feedback from the people


that use it, share it, like it, etc. Pieces of a project can be an
application of a framework, research technique, a way of organizing
data, an ideation workshop, etc.

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

6.10 Solution Evaluation cont.

ALUMNI CONNECTION

Its a networking platform that connects ID alumni and students to


answer Q's about putting in practice design methods.

Its an add-on of the platform that showcases the student


projects for venture capitalists, start-ups and crowd funding
sites. This way projects that focus only on research have a
chance to be taken farther.

PRE-KICKSTARTER

Research

Alumni
IDEO

service design

Ethnographic

Spring 2013 // Planning Workshop // Rodrigo Isasi, Scott Massing, Vijay Balijaypalli, Drew Raines

Realize Offerings
When we frame insights we move from gaining knowledge of peoples experiences and needs to applying various analytical frameworks to the data so
that we can organize our thinking and gain a clear perspective.

Business Model Canvas

The
Design
Methods
The
Business
Model
Canvas Platform

Designed for: Design Method Platform

PARTNERS
Students

KEY RESOURCES
Platform Administration

Key Partners

Key Activities

Alumni
Students
Alumni
Corporate
Corporate
Consultants
Consultants
ID
IIT -IDPotential IT partner
Media
- BusinessWeek,
IIT -partners
Potential
IT partner
FastCoDesign, DMI, Core77
DMIMedia partners -

Business
Development
Platform
Matainance

Platform
Administration
(Subscriptions/Sales/
Business
Development
(SubscripMarketing)
tions/Sales/Marketing)
Building
Infrastructure
Building
Infrastructure
Maitaining CopyRights
Maintaining
CopyRights
Establishing
Protocols

Establishing Protocols

DMI

On:

Iteration:

VALUE PROPOSITION

Value Propositions

A platform offering features,


tools and methods to plan,
A platform that offers features,
build, share, rate, store, and
tools and methods
curate
designtoprojects
for
customers
plan, build,
share,
store,
andspecific
Team rate,
building
tools
curate
design projects; help
to design
build network or team and
advancetheir
theirknowledge/Caknowledge/
advance
reer/Business.
Career/Business.

CUSTOMERRelationships
Customer

Month

No.

CUSTOMER SEGMENTS

Customer Segments

RELATIONSHIPS

Professors

Free - student
Students
- Personal and Long Term
Alumni - Automated, subscriptive
Subscription - all others
and tools for career development
Consultants
- Automated,
SubPersonal - student,
corporation
scriptive,
Tools
business
working face
tofor
face
at ID development
involving DMP
Corporate - Personal, Structure,
Automated
- online
interaction
tools
for business
development
and knowledge

Professorsof Design
Institute
Students

IIT
Alumni

Content Owners

Prospective
Students
Consultants
Corporate
Students

Alumni
Content Owners

Key Resources

Channels

Corporation - summer camp

Professors
Students
Students
Alumni
Alumni
Content Owners
Content Owners
Consultants

SeeID
CHANNELS
Myiit
LinkedIn
ID curriculum
101 Design Methods Book
Social
Media
Online/Internet/Mobile

KEY ACTIVITES
Professors

Consultants

COSTS
Fixed Costs - Systems and Servers to maintain platform.

Consultants
Corporation - sponsors
Public

101 Design Methods Site

REVENUE STREAMS

Cost Structure

Subscriptions
from Alumni and Design Consultants
Revenue
Streams

Fixed Costs - Systems and Servers to maintain platform.


Professors
Variable
Costs - Sales, Resources, Adverstising, Development and Professors
Account Managers

Subscriptions from Alumni and Design Consultants for building team/network, information
storage,
maintaining profile, and using platform methods.
Advertising
and Promotion
Corporate recruiting and job postings
Corporateand
sponsorship
in design projects
Advertising
Promotion
Corporate
sponsorship
in
design projects
Selling Data
Selling Data

Variable Costs - Sales, Resources, Advertising, Development and


Account Managers

Day

Dedicated representation large corporate partner

BusinessWeek,

FastCoDesign, DMI, Core77

Designed by: Vijay, Scott, Drew and Rodrigo

Corporate recruiting and job postings

Year

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