A Practical Guide to Badass Workshops

UX Y'all 2021 Session with Steven Banfi

Transcript

1. A Practical Guide to Bada$$ Workshops Welcome To
2. Steve Banfi SR. UX DESIGNER, SMASHING BOXES SOUND ENGINEER • MUSICIAN • GUITAR INSTRUCTOR • CABLE INSTALLER • MEDIA ARTS DIRECTOR ACTOR • PHOTOGRAPHER • VIDEOGRAPHER • DEVELOPER • SOCIAL MEDIA CONSULTANT • UBER DRIVER CAMP COUNSELOR • SOCCER COACH • RETAIL CLERK • PIZZA GUY • WAITER • LAWN GUY SIGN MAKER ▶︎ BUSINESS OWNER ▶︎ GRAPHIC DESIGNER ↩︎ CREATIVE DIRECTOR ▶︎ CLIENT SERVICES DIRECTOR. ↩︎ UX DESIGNER ▶︎ UX STRATEGIST ▶︎ SR. UX DESIGNER Multi-Disciplinary Designer 👍 @steveban steveban fi .com
3. A Practical Guide to Bada$$ Workshops
4. Practical Of or concerned with the actual doing or use of something rather than with theory and ideas. prac•ti•cal /ˈprakt k( )l/ e e “The zipper is a very practical fastener.” Oxford English Dictionary, Oxford University Press c. 2021
5. Badass Awesome to an extreme level, thereby leveraging unquestionable authority. bad•ass /ˈbadˌas/ “Sam Elliott’s mustache is definitively badass.” User “Not Ted,” Urban Dictionary, UrbanDictionary.com c. 1999-2021
6. Sam Elliott
7. His Mustache
8. =Badass His Mustache
9. The Agenda • What is a UX workshop? • The 5 basic types of UX workshops. • How do you make your UX Workshops Badass? • As facilitator, how to balance unity with productivity. • Takeaways, Resources, Q&A.
10. What is a UX workshop?
11. Meetings vs Workshops vs UX Workshops
12. UX Meetshops
13. Meetings vs. Workshops Short / Brief (Minutes or Hours) Focus on Communication & Discussion Require Little to 
 No Planning Speak / Listen / Agree to Do Format Long / Detailed (Hours or Days) Focus on Collaboration & Action Require More Planning & Prep Diverge / Converge / Do Format
14. Workshops vs. UX Workshops People Working Together Focused on a Speci fi c Topic, May Not Have a Speci fi c Output May or May Not Require 
 Hands-On Participation Conducted in Many 
 Different Formats UX Pros Working with Stakeholders or User Groups to Achieve a Speci fi c Output Hands-On Participation is Usually Mandatory (to be useful) Follows a Narrower 
 Range of Formats
15. The 5 basic types of UX Workshops.
16. • Discovery Workshops • Empathy Workshops • Design Workshops • Prioritization Workshops • Critique Workshops
17. • Discovery Workshops • Empathy Workshops • Design Workshops • Prioritization Workshops • Critique Workshops WHO 
 Stakeholders / Clients WHY 
 Planning, Aligning, Understanding Project Goals, Business Centric WHEN 
 Project Kick-offs, alignment milestones POSSIBLE OUTPUTS: • Action Plan • Project Roadmap • Team Assignments
18. • Discovery Workshops • Empathy Workshops • Design Workshops • Prioritization Workshops • Critique Workshops WHO 
 Stakeholders / User Groups WHY 
 Build Understanding of User Needs, Motivations, Behaviors WHEN 
 Project Kick-offs or immediately following, research phases POSSIBLE OUTPUTS: • Personas • Empathy Maps • Journey Maps
19. • Discovery Workshops • Empathy Workshops • Design Workshops • Prioritization Workshops • Critique Workshops WHO 
 Any Team WHY 
 Idea generation, shared ownership of solutions, rapid re fi nement, perspective WHEN 
 Project Kick-offs or immediately following, after research phases, after design phases POSSIBLE OUTPUTS: • Wireframes • Low Fi Prototypes • Dot Voting Outcomes • Design Exploration Notes
20. • Discovery Workshops • Empathy Workshops • Design Workshops • Prioritization Workshops • Critique Workshops WHO 
 Stakeholders / User Groups WHY 
 Rank Value, Create Focus, Align Goals WHEN 
 Post Kick-off, After Any Phase POSSIBLE OUTPUTS: • Roadmap • User Story Map • Realignment Communications
21. • Discovery Workshops • Empathy Workshops • Design Workshops • Prioritization Workshops • Critique Workshops WHO 
 Stakeholders / Designers WHY 
 Evaluate (existing or new) designs for heuristics, user needs, and project goals WHEN 
 Early in the project (existing designs), after any design cycle (new designs) POSSIBLE OUTPUTS: • Evaluative Report(s) • Sketches • Design Notes
22. • Discovery Workshops • Empathy Workshops • Design Workshops • Prioritization Workshops • Critique Workshops
23. How do you make your UX Workshops badass?
24. Making a UX Workshop Badass • Friends make everything better.
25. Making a UX Workshop Badass • Friends make everything better. • UX the hell out of your plan.
26. The Plan Must Contain: Goals / Objectives / Outputs Gaps / Questions / Challenges Activities / Processes / Tasks
27. Planning Activity: Post Up + Landscape Map 1. Post up Gaps Questions Challenges
28. Planning Activity: Post Up + Landscape Map 1. Post up Gaps Questions Challenges 2. Group up Goals Objectives Outputs
29. Planning Activity: Post Up + Landscape Map 1. Post up Questions Problems Gaps 2. Group up Goals Objectives Outputs 3. Set up Activities Processes Tasks
30. Planning Activity: Post Up + Landscape Map 1. Post up Questions Problems Gaps 2. Group up Goals Objectives Outputs 3. Set up Activities Processes Tasks
31. 2 Agendas: One to Share and one for You.
32. Example Agenda to Share A Schedule Orientation Introduction Large Group Activity 1 Lunch Break Playback Breakout Session Large Group Activity 2 Day 1 Closing See You Tomorrow! 8:45am 9:00am 10:00am Noon 1:00pm 1:30pm 3:00pm 4:45pm X-Corp: Snowball Fight VR App Redesign Discovery Workshop 10/22/2021 8:45am - 5:00pm 5:00pm Homework Discovery Workshops 101 What to expect: Likely Activities Please prepare by: Further Reading:
33. The Agenda to Share 1. Less Time on Exposition 2. Increases Buy-In & Participation 3. Sets Expectations 4. Opens Lines of Communication
34. The Agenda for You 1. Your playbook 2. Make it work for you 3. Fill it with lists 4. Keep it flexible
35. The Agenda for You 1. Your playbook 2. Make it work for you 3. Fill it with lists 4. Keep it flexible
36. “If u stay ready, 
 u ain’t got to get ready” -Suga Fr e
37. Making a UX Workshop Badass • Friends make everything better. • UX the hell out of your plan. • Assemble a toolbox that can be reused.
38. Your Toolbox Tools Methods Tactics Post-its, markers, pads, cards, dots, stencils, timers, hand-outs, etc. Post-ups, landscape mapping, rapid sketching, paper prototyping, role playing, icebreakers, warm-up games, etc. Silent activities, listening, cueing, enabling, encouraging, handling, redirecting, etc.
39. Your Toolbox There are tons of methods and activities Icebreakers Zombie Cats Pic + Question The Aliens Have Landed Two Truths and a Lie Bucket List Draw Your Neighbor Superhero Napkin Pitch Switch Drawful Fishbowl 
 Generating Ideas Reverse Brainstorming Postup Storyboarding Crazy 8’s S.C.A.M.P.E.R. Concept Map Roleplay Fishbone Diagram 4-Up Journey Map 
 Processing Ideas Kano Model Dot Voting NUF Test Affinity Diagram How-Now-Wow RICE Impact/Effort Chart Assumption Grid The $100 Test Urgency Chart 
 Wrap-Up Activities Start, Stop, Continue Playback 4 L’s What/So/Now What? User Story Map 2x2 Prioritization Timeline Radar Mapping Roadmapping SMART set
40. Adapting Your Toolbox for Virtual Tools Methods Tactics Applications & technology, printables (or mailables), gathered common items, etc. Make sure to think about attendees skills, situations, or accommodations and adjust your methods. Virtual adds time, distractions, & communication barriers. Adapt. Don’t take shortcuts. Be redundant. Timing Break things up. Consider asynchronous activities.
41. Making a UX Workshop Badass • Friends make everything better. • UX the hell out of your plan. • Assemble a toolkit and save it for later. • Do, learn, repeat.
42. Making a UX Workshop Badass • Friends make everything better. • UX the hell out of your plan. • Assemble a toolkit and save it for later. • Do, learn, repeat. • The extra ingredients.
43. Be Extra. Be Badass. Hospitality Personality Snacks, beverages, fidget devices /accommodations, comfort, take-homes. What makes the workshops you put on uniquely yours? Music? Jokes? Games? Trivia? &
44. As facilitator, how to balance unity with productivity.
45. Takeaways, Resources, Q&A.
46. Key Takeaways • Badass UX workshops aren’t magic. • Prioritize planning, make the plan simple yet fl exible. • Build a toolbox that works best for you and your team. • Have fun, be intentional, and don’t forget the output!
47. UX Workshop Resources • Nielsen Norman Group nngroup.com • Universal Methods of Design by Martin & Hanington • Meeting Design by Kevin M. Hoffman • Facilitating with Ease! by Ingrid Bens 
 Core Skills for Facilitators, Team Leaders and Members, 
 Managers, Consultants, and Trainers
48. Thanks for attending, now go be a badass!