Design Kit - 第二課 啟發(fā)階段.md

課程地址

https://app.novoed.com/#!/courses/design-kit-2017-1/home

簡(jiǎn)介

這門課的主辦方是鼎鼎大名的IDEO.org,IDEO從4A轉(zhuǎn)型成一個(gè)類似咨詢機(jī)構(gòu)之類的公司之后,就致力于做設(shè)計(jì)了。這門Human Centered Design(中文暫且翻譯成人本設(shè)計(jì))已經(jīng)更新了好幾版,應(yīng)該相對(duì)比較成熟了。這套HCD工具箱是其中的干貨。雖然這套工具集是為非盈利組織設(shè)計(jì)的,但其實(shí)在任何項(xiàng)目中都可以用到,當(dāng)成一套方法論來(lái)學(xué)習(xí),是其價(jià)值所在。

人本設(shè)計(jì)設(shè)計(jì)工具整體一覽

這門課以練帶學(xué),注重實(shí)操,上來(lái)就case study,learning by doing,課程學(xué)完的同時(shí),項(xiàng)目也做完,直接看成果,挺好。

第一課:組隊(duì)

NovoED網(wǎng)上提供了一個(gè)組隊(duì)平臺(tái),可以自建,也可參加別人的隊(duì)。組隊(duì)是開(kāi)放和動(dòng)態(tài)的,如果隊(duì)伍和你氣場(chǎng)不和,可以重新選。

組隊(duì)標(biāo)準(zhǔn)

  • 為了溝通充分和有效率,隊(duì)伍一般是4到6個(gè)人,最少湊夠一桌麻將。
  • 成員構(gòu)成最好來(lái)自各行各業(yè),這樣取長(zhǎng)補(bǔ)短,男女搭配干活不累。
  • 成員最好來(lái)自同一個(gè)城市,這樣方便真人PK,當(dāng)然語(yǔ)聊、視頻、直播也可以。

作業(yè)是按照小組來(lái)交的,個(gè)人英雄主義負(fù)分滾粗,搭訕女同學(xué)不用找其他理由。

第二課:?jiǎn)l(fā)階段 Inspiration Phase

簡(jiǎn)介

前菜完畢進(jìn)正餐。

創(chuàng)造有意義的解決方案始于深刻了解用戶需求。在啟發(fā)階段,你會(huì)直接從你的用戶那里搜集需求,你需要浸淫在你用戶的生活中,并且深入了解他們的需求和強(qiáng)烈的愿望。啟發(fā)階段目的是要把你對(duì)自己項(xiàng)目的無(wú)限可能性激發(fā)出來(lái),并且堅(jiān)信,只要你對(duì)自己的項(xiàng)目有欲望,想法就會(huì)如同汩汩泉水噴射出來(lái)。
Creating meaningful solutions begins with gaining a deep understanding of people's needs. In the Inspiration phase, you'll learn directly from the people you're designing for as you immerse yourself in their lives and come to deeply understand their needs and aspirations. The Inspiration phase is about learning on the fly, opening yourself up to creative possibilities, and trusting that as long as you remain grounded in desires of the people you're designing for, your ideas will evolve into the right solution.

你有2周時(shí)間完成第二課。第一周你可以選擇項(xiàng)目方向,并且設(shè)計(jì)你的研究方案和談話指導(dǎo)手冊(cè)。第二周和同組同學(xué)花些時(shí)間溝通,完成研究方向。
You will have two weeks to complete Class 2. Spend the first week's workshop selecting your challenge and building out your research plan and discussion guide. Then, in the second week, set aside some time with your team to head out to your community and complete your field research.

閱讀材料

啟發(fā)階段

第一步:選擇設(shè)計(jì)挑戰(zhàn)

啟發(fā)階段實(shí)施步驟

1. 搜集想法 Collect Thoughts
和團(tuán)隊(duì)成員交流你的挑戰(zhàn),你的想法。團(tuán)隊(duì)成員頭腦風(fēng)暴,來(lái)精煉你的想法,避免太寬泛或者太具體。
As a team, your first step will be to talk about the design challenge you choose to work on. You’ll collect and write down thoughts about your challenge. Your team will discuss how you can refine the challenge if it feels too broad, or too specific.

2. 回顧已知信息 Review What You Already Know

如果你的團(tuán)隊(duì)中有人對(duì)你的項(xiàng)目有經(jīng)驗(yàn)會(huì)是很有幫助的事情。你可以站在巨人的肩膀上,并且更聚焦在那些未知領(lǐng)域上。
Chances are good that members of your team will have some knowledge about the design challenge you choose. It will be important for your team to share what you already know, so you can build upon it and then focus on discovering what you don’t yet k now.

3. 定義未知領(lǐng)域 Define What You Don’t Know

你需要寫下并且分享關(guān)于這個(gè)項(xiàng)目你目前還不知道的東東。寫這個(gè)東西的好處是,作為人本設(shè)計(jì)的一部分,你需要擁有初心。對(duì)你項(xiàng)目的無(wú)知并不是一件壞事。
You’ll also want to write down and share what you don’t know or don’t yet understand about the challenge. And remember, an important part of human-centered design is embracing your beginner’s mind. It’s not a bad thing if there are aspects of the design challenge that you don’t yet grasp.

4. 回顧約束和障礙 Review Constraints or Barriers

團(tuán)隊(duì)需要寫一個(gè)可能會(huì)妨礙你項(xiàng)目的的約束和障礙清單,你們也可以頭腦風(fēng)暴出一些方法來(lái)化解這些約束和障礙。
Your team will review a list of constraints or barriers that might prevent you from tackling the design challenge. You’ll also brainstorm solutions for overcoming or working around these barriers.

第二步:計(jì)劃研究方法 Plan Your Research Methods

研究是你的想法的能源。在啟發(fā)階段,你將會(huì)計(jì)劃研究活動(dòng),以從用戶和專家處學(xué)習(xí),去探索未知的領(lǐng)域。
Research is the fuel for your ideas. During the Inspiration phase you’ll want to plan research activities to learn from the people you’re designing for and explore unfamiliar contexts. As part of this course, we’ve selected four good starting points—learn from people, learn from experts, immerse yourself in context, and seek analogous inspiration.

1. 從用戶處學(xué)習(xí) Learn From People

這會(huì)給你 This Gives You
深入的了解用戶的需求和動(dòng)機(jī)。
In-depth insight into people’s needs and motivations.

注意 Keep in Mind
遍地專家,現(xiàn)在沒(méi)證的也可以說(shuō)自己是專家了。
Experts are everywhere - and you don’t need a degree to be one.

像對(duì)待一個(gè)專家一樣對(duì)待你的訪談對(duì)象,你在采訪他們的生活,所以,他們才是專家。保持好奇心,保持尊重。
Treat your interviewee as an expert. You’re interviewing them about their life, and in that, they are the expert. Be curious and always give them the respect they deserve.

人本設(shè)計(jì)建立在深刻的同理心研究上,這需要花費(fèi)時(shí)間在你的用戶上來(lái)獲取洞見(jiàn)和靈感。但是從用戶處學(xué)習(xí)需要練習(xí)和準(zhǔn)備。
Human-centered design is built upon deeply empathetic research. It’s spending quality
time with people to gain insight about and inspiration from the people you’re designing for. But learning from people requires practice and preparation. Here’s where to start.

1) 定義受眾 Define Your Audience

在做事情之前,先搞清楚為誰(shuí)做。
Before you dig into your research, it’s critical to know who you’re designing for.

先找出你項(xiàng)目的直接用戶或客戶,然后再找間接的。這些人是你要訪談的對(duì)象。
Think about the people or groups that are directly involved in or reached by your challenge, and then add those who are peripherally relevant. Those are the people you want to talk to.

2) 特例和主流 Extremes and Mainstreams

在設(shè)計(jì)訪談對(duì)象時(shí),要接觸主流用戶和小眾群體。小眾群體的需求很可能主流用戶也很需要。更重要的是,和小眾群體談話會(huì)了解到許多你原本壓根沒(méi)想到的情況或者在你身上永遠(yuǎn)不可能發(fā)生的事情。
When recruiting people to interview, target both the big broad mainstream and those on either extreme of the spectrum. An idea that suits an extreme user will nearly certainly work for the majority too. More importantly, talking to extremes can spark creativity by exposing you to use cases that you’d never have imagined on your own.

3) 設(shè)計(jì)邏輯架構(gòu) Plan Logistics

考慮一下你想讓參與者做些什么。在哪和他們見(jiàn)面?花費(fèi)多長(zhǎng)時(shí)間?有什么能增進(jìn)訪談效果的行動(dòng)?想從他們的回答收獲什么?
Think about what exactly you want to do with each participant. Where do you want to meet them? How much time will you spend with them? Is there an activity you can do together to enrich conversation? What will you ask them to show you?

4) 使用招募工具 Recruitment Tools

關(guān)于訪談?wù)l、問(wèn)什么、你想獲取什么信息,是需要一個(gè)策略的。不要害怕觸及你的私人網(wǎng)絡(luò):人們很愿意分享他們的經(jīng)驗(yàn),特別是當(dāng)你告訴他們你在學(xué)習(xí)一個(gè)東西的時(shí)候。
It’s important to have a strategy around who you talk to, what you ask them, and what pieces of information you need to gather. Don’t be afraid to tap into your personal network: people are generally happy to share what they know, particularly if you tell them that you are learning a new design process for creating positive social change in the community.

5) 創(chuàng)造可信氣場(chǎng) Create a Trusted Atmosphere

在輕松的環(huán)境下開(kāi)始談話。先說(shuō)點(diǎn)放松的無(wú)關(guān)的話題。考慮一下你們所處的空間,確保有一定私密空間。
Start the conversation on a casual note. Talk about a subject that is unrelated to your research first to make the interviewee feel comfortable. Be considerate of the space you are in and make sure you have an appropriate level of privacy.

訪談

抓取內(nèi)容 CAPTURE...

關(guān)注周圍環(huán)境 Pay Attention to the Environment

最好和訪談人在相關(guān)環(huán)境里,比如他們的家、或者辦公室。這會(huì)幫助你了解什么對(duì)他們重要。訪談中,對(duì)環(huán)境保持好奇心,詢問(wèn)你感興趣的事物或空間擺設(shè),如果你覺(jué)得訪談人愿意的話,可以請(qǐng)求帶你參觀一圈。
Try to meet in the person’s context—in their home, office, or workplace. This will help you get a better sense of what’s important to them. During the conversation, be curious about the environment. Ask about objects or spaces you find interesting, and if you sense the person might be willing, ask for a tour.

記錄和引用 Capture Quotes

訪談中,直接記錄和引用他們說(shuō)過(guò)的話,會(huì)比你想象或者加工后的話更有效。回頭當(dāng)你和團(tuán)隊(duì)風(fēng)向時(shí),直接記錄他們說(shuō)過(guò)的話更準(zhǔn)確。
During your interview, capture important quotes directly rather than interpreting what you think the person is saying. Later, when sharing back with your team, you’ll have a more accurate record of who the person is—on their terms, in their language.

拍照 Take Photographs

照片能幫助你記住你和誰(shuí)聊了,你看到了什么。在訪談過(guò)程中的照片會(huì)讓你的研究看起來(lái)更生動(dòng)形象、有意義,并且容易回憶。但記得要先取得訪談?wù)叩耐猓⑶矣涀〔灰谄渌胤绞褂眠@些照片。
Photographs help you remember who you talked to and what you saw. Photographs taken during your interviews will make your research more visual, meaningful, and easier to recall and navigate. But make sure to ask interviewees if it’s OK to take photographs, and never use those photographs for anything beyond internal project use.

2. 從專家處學(xué)習(xí) Learn From Experts

這會(huì)給你 This Gives You

深入了解某一領(lǐng)域的知識(shí)
Access to in-depth knowledge in a certain area of expertise.

注意 Keep in Mind
需要在很好的了解當(dāng)前狀態(tài)和未來(lái)發(fā)展的空間中找到平衡。
Find the balance between using experts to get a good understanding of the current situation and preserving space to think beyond the existing models.

專家訪談 Expert Interview

專家總會(huì)給你一個(gè)系統(tǒng)化的思維,告訴你該領(lǐng)域的最新進(jìn)展、成敗得失,并且會(huì)介紹其他資源給你,如銀行、政府、非營(yíng)利組織等等。找不同專家會(huì)得到不同的信息。
Experts can often give you a systems-level view of your project area, tell you about recent innovations—successes and failures—and offer the perspectives of organizations like banks, governments, or NGOs. You will want to choose experts based on your objective. Are you looking for someone with a radical opinion, or do you want to gain a more historical overview of what’s worked and what hasn’t? Get a few different perspectives to balance out your information. You might also look to experts for specific technical advice.

準(zhǔn)備談話 Plan For The Conversation

要詢問(wèn)聰明的、已經(jīng)研究過(guò)的問(wèn)題,計(jì)劃一下談話要如何進(jìn)行。
Ask smart, researched questions and plan how you want the conversation to flow.

即便你期望談話往你想引導(dǎo)和學(xué)習(xí)的方向發(fā)展,但也要確保計(jì)劃足夠靈活,以便往其他方向發(fā)展。
Though you should come prepared with an idea of what you’d like to learn, make sure your game plan is flexible enough to allow you to pursue unexpected lines of inquiry. You could even consider asking the expert to actively help you work on an earlyconcept.

也可以使用視頻聊天軟件。
Using videoconferencing tools like Skype will allow you to share and build on visual concepts in real time.

**第二研究 Secondary Research **
社會(huì)創(chuàng)新領(lǐng)域有時(shí)候挑戰(zhàn)很大,所以第二研究,無(wú)論是在線完成、閱讀、計(jì)算數(shù)字等等,可以幫助你問(wèn)出正確的問(wèn)題。扎實(shí)的基本功知識(shí)對(duì)完成設(shè)計(jì)挑戰(zhàn)有很大幫助。嘗試最新科技,哪些有效,哪些無(wú)效,為什么?
Social sector challenges can be really thorny, which is why secondary research, whether done online, by reading books, or by crunching numbers, can help you ask the right questions. A firm foundation of knowledge is the best place from which to tackle a design challenge. Try to find recent innovations in your particular area. They could be technological, behavioral, or cultural. Better yet, take a look at other solutions in your area. Which ones worked? Which ones didn’t?

3. 把你自己浸入到環(huán)境中 Immerse Yourself In Context

這會(huì)給你 This Gives You

從環(huán)境中學(xué)習(xí)到的技術(shù)
Skills for learning from what’s around you.

**注意 Keep in Mind **

保持開(kāi)放心態(tài),保持初心,保持空杯狀態(tài)。關(guān)注你以前沒(méi)關(guān)注過(guò)的細(xì)節(jié)。
Approach your observation with an open mind and imagine this as the first time you have gone through this experience. Look for details you may have overlooked before.

1) 計(jì)劃你的觀察行為 Plan Your Observations

親身模仿會(huì)讓你加深對(duì)訪談對(duì)象以及他們生活的了解。
The best route to gaining an understanding of the people you’re designing for is to see in person, where they live, work, and lead their lives. Choose an experience that can inform your challenge. For example, if you are looking for new ideas on ways to provide healthier food options for people in need, you might visit a low-cost cafeteria or fast food restaurant during the lunchtime rush. Wait in line, order a meal, and observe the space as you eat. If you have the opportunity, you can learn a lot by shadowing someone for a few hours.

2) 捕捉眼前事物 Capture What You See

It’s easy to interpret what’s in front of you before you’ve fully understood it, but first be sure you’re taking down concrete details and quotes alongside your impressions. Think of certain aspects you want to capture, such as:

  • Map out the different parts of your experience from beginning to end (we call this a “customer journey”).
  • How did you feel at different parts of the experience?
  • What was unexpected? Challenging? Seamless?

3) 反射你觀察到的Reflect on What You’ve Observed

適度模仿,記錄,分享給團(tuán)隊(duì)成員
Immediately after your observation, take some time to reflect upon the moments you found most interesting. Capture them on Post-its or in your notebook so you will be able to share back with your team in a way that is accurate, vivid, and visual.

4. 類比啟發(fā) Analagous Inspiration

**這會(huì)給你 This Gives You **

A new perspective on the challenge you’re working on, as well as inspiration and energy.

注意 Keep in Mind

Explore with an open mind, even if you do not immediately understand how to apply your experiences. After you regroup, spend time relating what you found interesting to the challenge you’re tackling.

1) 頭腦風(fēng)暴類比經(jīng)驗(yàn) Brainstorm Analogous Experiences

Start with a large sheet of paper, and list the distinct activities, behaviors, and emotions you’re looking to research in your own design challenge. Next to each one, write down a setting or situation where you might observe this activity, behavior, or emotion. For example, when one of our teams was designing an online college experience, they narrowed down one objective to learn how to create a sense of community. This team sought out and interviewed a former Navy SEAL to understand how they structure bootcamp to create intentional bonds amongst recruits.

2) 妥善安排 Make Arrangements

確保在非公共場(chǎng)合采訪時(shí),事先取得許可。
If you want to talk with people while in a private (as opposed to public) space, it’s best to get permission. For example, if you’re going to a hotel for inspiration and want to interview staff or take pictures of the space, speak with a manager ahead of time.

3) Just Take It In

不要太在意體會(huì)其他體驗(yàn),啟發(fā)階段就是需要從未知的境遇去學(xué)習(xí)。實(shí)際上,你的設(shè)計(jì)團(tuán)隊(duì)會(huì)發(fā)現(xiàn)這種浸入式體驗(yàn)的好處,你應(yīng)該隨時(shí)隨地包車這種心態(tài)。
Don’t worry too much about making sense of the experience in the moment. This part of inspiration is all about gaining learnings from unexpected places and experiences. In fact, your design team may find it helpful to keep an eye out for analogous experiences throughout the process, not just in the Inspiration phase. Later, it might influence your project in ways you never imagined.

第三步:制作訪談指導(dǎo) Build Your Interview Guide

和陌生人訪談沒(méi)那么簡(jiǎn)單。首先要讓他們感到舒服,方法如下:
Having a good conversation with someone you don’t know isn’t always easy. When speaking with research participants, you first have to help them feel comfortable. It might seem odd, but conducting an interview with a casual tone and feel requires rigorous preparation. Here’s where to start.

確認(rèn)主體 Identify Objectives

從設(shè)計(jì)目標(biāo)考慮問(wèn)題:你為什么研究?你想找出什么?你將要訪談或者觀察誰(shuí)?設(shè)身處地的想象,然后寫下來(lái)。
As a team, think about the goal of your design challenge. Ask yourselves some basic questions: Why are you doing the research? What are you trying find out? Who are you going to talk to or observe? Know that the most valuable part of creating a discussion guide is the thinking that goes into it.

頭腦風(fēng)暴 獲得問(wèn)題 Brainstorm Questions

寫指導(dǎo)手冊(cè)時(shí),多想一些最有效和有啟發(fā)性的反饋。訪談指導(dǎo)手冊(cè)不應(yīng)該是觀察記錄,而是應(yīng)該確保你在軌道上。把問(wèn)題寫的簡(jiǎn)練且容易閱讀些,這樣你才能夠花更多時(shí)間和被訪談?wù)邷贤ń涣鳌?br> When writing your guide, think about the kind of feedback that’s going to be most useful and inspiring. Interview guides should not be seen as scripts for the observation, but rather guide rails to make sure you stay on track. Make questions easily scannable so you can maintain more eye contact with your interviewee.

組織問(wèn)題 Organize Your Questions

先問(wèn)簡(jiǎn)單好回答的問(wèn)題,然后慢慢深入。這可以讓受訪人慢慢進(jìn)入狀態(tài),方法如下:
A good rule of thumb is to open with some general questions, then go deep. This will give your interviewee time to get comfortable with you. Here’s some helpful guidelines:

  • 普通問(wèn)題開(kāi)場(chǎng):?jiǎn)栆恍┲T如年齡、干什么的、有沒(méi)小孩。類似這樣不假思索即可回答的問(wèn)題。
  • Open General: Gather basic demographics first. Ask people their age, what they do for a living, if they have children, etc. Begin with questions your participants are comfortable answering. For example, if you are designing new savings products, you might ask people to make a list of all of the things they purchased yesterday.

*深入:然后問(wèn)一些深入的問(wèn)題,比如他們的希望的事情這樣開(kāi)放式的問(wèn)題。最好和你的設(shè)計(jì)挑戰(zhàn)相關(guān)。

  • Go Deep: Ask more profound questions about hopes, fears, and ambitions. It’s best if these questions are open-ended, but relate subtly back to your design challenge. For example, if you were working on a project related to saving money, you might ask someone to draw the five big things they’re saving money for over the next ten years and how those things fit into their life goals.

語(yǔ)言技巧 Word Questions Strategically

中文和英文沒(méi)啥可比性, 參考。
Frame questions in an open-ended way. This helps you to further explore your challenge and elaborate on interesting themes you discover during the conversations. Try:

  • “Tell me about an experience …”
  • “What are the best/worst parts about …?”
  • “Can you help me understand about …?”

鼓勵(lì)人們說(shuō)他們自己的故事,避免問(wèn)一些回答只是是/否的問(wèn)題。
Encourage people to tell you their whole story and avoid questions that lead to just a yes/no answer.

使用有形的對(duì)話來(lái)開(kāi)始 Use Tangible Conversation Starters

It can be helpful to share early ideas or concepts in your conversation, particularly when you are working on an abstract challenge. You can create a sketch, build a simple cardboard representation, or describe a scenario to elicit a reaction or response from participants. These are called conversation starters.

確認(rèn)方案 Confirm Your Plans

確認(rèn)日期、時(shí)間、地點(diǎn),和團(tuán)隊(duì)成員們確認(rèn)交通工具。
You should confirm date, time, and location for your research activities. Agree on logistics, including transportation, with your team. Can you conduct your research during the Class 2 Workshop? Consider scheduling Class 2 on a weekend so that your team has more time to talk with and meet people. We encourage you to take asmuch time as you need for the research activities. Don’t feel like you must complete Class 2 within the allotted workshop time.

分配任務(wù)角色 Assign Roles

As part of your field research, you’ll designate one person to lead the conversation and a different team member to take notes. Remember to encourage them to write down direct quotes and capture the details we’ve outlined on page 6. The team should also select someone to photograph your interview subject and the surrounding environment. Make sure you ask for permission before taking any photos. It’s often best to build trust with your interview subject before asking to take photos, so you may want to leave this until you’ve finished the interview.

研究小技巧 RESEARCH TIPS

通過(guò)耐心獲得信任 Establish Trust With Participants.

  • Listen patiently. Do not interrupt, and allow for pauses to give participants time to think.
  • Use nonverbal gestures, such as eye contact, nodding, and smiling, to reassure participants you are engaged and interested in what they are saying.

Encourage Participants To Show As Well As Tell.

  • Have participants draw what they’re talking about. Visuals often prompt more conversation.
  • Try asking “why?” in response to five consecutive answers.

**Know What To Look For. **

  • What people “say” is often different than what they actually “do.” Look for cues in the things that people keep around them or the way they carry themselves.
  • Notice workarounds that people have created in order to make a system or tool serve their needs better.

**Capture What You See. **
Take lots of notes and photos of what you see, hear, feel, smell, and taste during a field visit. Capture direct quotes when possible. Write down immediate thoughts without worrying about interpretation.

第四步:其他研究方法 Step 4: Additional Research Methods

Though likely difficult to explore given the time constraints of this course, these are some other methods we use at IDEO.org to gain a deeper understanding of the people you’re designing for. Just some food for thought!

Personal Diaries

Ask participants to reflect at the end of the day on certain moments or themes. This gives them time for personal and uninterrupted thinking, and gives you an interviewee’s thoughts captured in their own words.

Use this when: You want to get a longer view of a participant’s experience over an extended amount of time.

Photo Essays

Give participants a disposable camera and a list of objects and/or experiences to photograph throughout their day. This gives you a firsthand, visual perspective about your participants through things that are important to them, or are part of their everyday lives.

Use this when: You want to compare and contrast the different daily experiences and realities of a set of participants.

Customer Journey

Have participants create a personal timeline of an experience, then have them map how they felt at different points along the way. Use the map as a visual jumping off point for conversation.

Use this when: You want to discuss a complicated system or series of interactions with a participant. (The process of buying a car is a good example.)

Card Sorts

Create a series of cards with a single word or image on it and ask participants to prioritize what’s most/least important, interesting, or relevant to them. Ask them talk through their decision process during this activity so you can understand why they make the choice they make.

Use this when: You want multiple participants to narrow down a set of ideas.

Concept Provocations

These are a series of concept drawings with accompanying explanations. Concepts could be outliers meant to elicit a strong reaction, or early ideas you might want to build into prototypes.

Use this when: You want early feedback on why participants like or don’t like certain features.

第五步:記住你所學(xué)到的 Capture Your Learnings

It’s easy to feel overwhelmed by the amount of information you have gathered after an interview, so use a few minutes immediately after the session to capture what you’ve observed, as well as any new ideas you have as a result.

Take Time To Regroup

Plan extra time so that you can share your thoughts and impressions with your teammates right after your interview or observation. This may often happen in a coffee shop or while in transit.

Share Your Impressions

What are the things you found most interesting during the observation? Listen to each others recollections. Compare experiences and impressions, but don’t worry about interpreting these stories yet.To cover the most important topics, consider using these prompts:

  • Sound bites: What were the most memorable quotes that people heard? Why were they memorable?
  • Interesting stories: What was most surprising to you?
  • Interactions: What was interesting about the way he/she interacted with his/her environment?
  • Remaining questions: What questions would you like to explore in your next conversation?

Illustrate New Ideas

Did the observation spark a new thought or idea for you? Sketch it out. Don’t worry about the way your sketches look or feel intimidated about being visual. These illustrations will help you communicate your ideas to others and give you all a head start on brainstorming concepts.

Case Study: Vroom

A Human-Centered Take on Early Childhood Development

Advances in neuroscience and child development confirm what many educators have long believed: Children’s readiness for kindergarten (and life beyond) hinges on positive engagement with their parents and caregivers during the first five years of their lives. This is the most active period for brain development—children’s brains form new connections at a rate of 700 synapses per second. But as a society, we underinvest in children and families during the earliest years, leaving far too much opportunity on the table. For low-income parents, who may have lacked good models themselves, much of the parenting advice is unattainable. The Bezos Family Foundation and IDEO.org set out to activate engagement through new tools and messages, and to broaden the prescription beyond commonly heard (but not uniformly embraced) directives about reading to children.
Could there be a way to communicate brain science directly to parents in ways that positively influence behavior, and raises the value of all forms of positive interaction with babies and toddlers?

The Outcome
After extensive interviews with parents, child development experts, and pediatricians around the country, the team developed a large-scale messaging campaign celebrating everyday moments as learning opportunities. Whether sitting in the laundromat or shopping at the supermarket, the fundamental message was that taking advantage of the many chances to engage with a child strengthens the foundation of that child’s brain development. The Bezos Family Foundation built upon our design team’s key insights, further developed them, and in the spring of 2014, launched Vroom. Vroom advocates for the time parents do have and using it in different ways to help build their kids’brains.

INSPIRATION

The IDEO.org team undertook a highly immersive inspiration phase, visiting low-income communities in California, New York, and Pennsylvania to conduct interviews with parents and to observe existing programs aimed at improving child development outcomes. The team learned that many of the parents they met had had very tough upbringings. These parents didn’t feel fully equipped to engage with their children, because their own parents didn’t engage with them. One of the most successful programs the team witnessed during their research was one in which nurses went into people’s homes for several hours each week simply to play with the children in front of the parents. By modeling play, they were able to affect behavior change and shift the parent-child dynamic.

Interviews with child development experts and pediatricians tended to reinforce the direct findings: If parenting advice is limited to reading books, those who don’t feel comfortable reading aloud may forego all forms of engagement. One pediatrician in New York argued outright that playing, talking to, and responding to children trumps reading.

In the end, immersion turned out to be absolutely critical to the design team devising innovative solutions. Because the designers found themselves working on behalf of communities that are quite different from them, they had to push the boundaries of their own empathy, but indoing so, they came to really understand the
needs of low-income parents.

To the delight of the individual team members and to the benefit of the project, this approach eventually led to open doors in the participating communities.

By immersing in the neighborhoods and communities they were looking to serve, the team established trust with a core group of individuals who then told their neighbors and referred friends, creating the critical mass necessary for understanding the audience and building the right brand voice.

IDEATION

When field research was complete, the team returned to San Francisco to synthesize its findings and look for patterns among the interviews. As they synthesized everything they learned, the team began to formulate a voice, identity, and set of design principles for the campaign.They came to some core principles that still guide Vroom today, ideas like Speak in the voice of their peers, Withhold Judgment, and All parents want to be good parents.

The team came up with a series of personas, each of them representing a woman from the communities being served, then invited mothers to the office to review mood boards, listen to sample voices, andprovid feedback on which character they’d trust for advice on child-rearing.

From this feedback period, the team discovered that most parents, though they weren’t drawn to an academic approach to engaging their children, were very interested in the science behind behavior and brain development. Through a host of interviews, the team heard parents talking about a eureka moment after meeting with a neurologist who explained how the science worked. It was a revelation that had a big impact on how they saw their role in bringing up their child.

IMPLEMENTATION

By the end of the Inspiration and Ideation phases, the IDEO.org team had created a strong, well-defined creative brief that could be handed to an advertising agency and used as the foundation for a major campaign. They came up with provocations and prompts for people to play with their kids as well as an advertising strategy that included guerrilla interventions displayed in laundromats instead of on big billboards. After another couple years of refinement and more design work, the Bezos Family Foundation launched the pilot of Vroom in 2014 in King County in Washington State.

Method in Action: Immersion

In 2012, IDEO.org began work on a project with the Global Alliance for Clean Cookstoves, an organization that seeks to advance the global market for clean cookstoves. A compelling technology, clean cookstoves have the potential to improve health by reducing exposure to smoke from traditional fires and stoves, improve livelihoods through increased savings from reduction of fuel use, and help the environment via a decrease in carbon emissions. Emily Friedberg, a designer on the project, wrote about a day spent cooking with a Tanzanian family as part of her team’s Inspiration phase research.

Given language and cultural barriers, it’s relatively difficult to really get to know people in Tanzania in a short amount of time. To remedy this situation, our IDEO.org cookstoves team arranged to spend an entire day with one family, casually hanging out and cooking an afternoon meal.

Daniel and Gaudensia welcomed us into their family of nine in the Tanzanian town of Buhongwe. Our first stop was the market where we bought everything we needed for our feast including meat, beans, sweet potato, ugali flour, fruits and vegetables, and… a live chicken.

When we got home, the ladies quickly got to work lighting the three charcoal stoves and cutting up the meat and vegetables. The oldest boy, Godwa, was told to slaughter the squawking chicken. Cameras ready, we watched as he cut through the bird’s neck, drained the blood, and left the carcass twitching in a bowl ready for plucking.

The meal took several hours to prepare. There was swapping of pots and lids, lids doubled as cutting boards, and each item including water and the chicken went through several discrete processes before it reached the table. And when it was done, three hours later, it was elaborately dished onto plates for the men and the guests and eaten out of cooking pots for women and children, and all consumed in the space of 20 minutes.

And then, when it was cleared, they lit the charcoal stove again and started preparing for dinner.

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