Steve Portigal: Disciplinarity and Rigour?

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The opening keynote to the Design Research Society 2008 conference in Sheffield, UK. For audio as well, go to http://www.portigal.com/blog/disciplinarity-and-rigour-my-keynote-from-design-research-society-conference/ Steve describes his career path and his key concerns as a practitioner and consultant.

Technology Design

Disciplinarity & Rigour DRS2008 July 16, 2008

I’ll be your mirror How have your experiences, values and environments informed your approach to design, culture, users?

My Life Story [email_address] 415-385-4171

My Life Story [email_address] 415-385-4171 (this one is me)

Early Research [email_address] 415-385-4171

Photo of Steve in 1990 Working For A Living

Photo of customer application center Photo Credit: Flickr user experttorontogirl

Anthropologists and others help the Waste Isolation Pilot Plant (New Mexico) design Passive Institutional Controls: markers and methods designed to warn and inform future generations and civilizations

Isn’t this an interface? Isn’t this what we’re doing?

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

+----------------------------------------------------------------------------+ | Steve Portigal ** User-Interface Dude ** looking for work, too!!! | | View my M.Sc. thesis online at: http://130.43.3.18/ (World Wide Web) | | He's big, he's purple, he's your best friend................. | +----------------------------------------------------------------------------+ User-Interface Dude

| steve portigal G V O | user interface dude | culturally aware interface design Back to Silicon Valley

They wouldn’t see the forest for the trees

Portigal Consulting (2008) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

About Portigal Consulting ,[object Object],[object Object]

Typical Development Lifecycle What to make or do? Refine ideas and prototype Launch Iterate and improve

Where We Engage with Clients We take a fresh look at people’s behaviors, beliefs, and needs What to make or do? Launch Refine ideas and prototype Iterate and improve

Where We Engage with Clients What to make or do? Launch Refine ideas and prototype Iterate and improve Ideas are hypotheses that we use as a lens to clarify direction

Where We Engage with Clients What to make or do? Launch Refine ideas and prototype Iterate and improve History provides context for us to further explore opportunities

[object Object],[object Object],[object Object],[object Object],Publish or Perish

[object Object],[object Object],[object Object],[object Object],[object Object],Marketing: Making it up as I go along 5000 images and climbing at http://www.flickr.com/photos/steveportigal

[object Object],[object Object],[object Object],Marketing: Making it up as I go along

[object Object],[object Object],[object Object],[object Object],Theory

Front and Back Stage (Goffman) ,[object Object],[object Object],[object Object]

Social Norms and Normalization ,[object Object],[object Object],[object Object],[object Object],Thinking someone is weird or a jerk is a manifestation of the norms of one’s society. What is weird in one age may eventually become normal over time. People who are reckless with their valuable iPod (slobs) People who are too fastidious or precious about their iPod (snobs) Me

[object Object],[object Object],[object Object],[object Object],[object Object],Practice

[object Object],[object Object],[object Object],[object Object],Methods

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Planning a project

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Disciplinarity

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Rigour

Thank you! Portigal Consulting www.portigal.com [email_address] +1-415-385-4171 www.portigal.com/blog flickr.com/photos/steveportigal

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Stories make the world go round. As user researchers, we love stories. At its simplest, our job is to gather stories and to retell them. War Stories are stories about contextual user research (research out in the field) and the inevitable mishaps that ensue. These stories are in turn bizarre, comic, tragic and generally astonishing. Steve's collection of stories fills a longstanding need for the design and research community; to share what can go wrong, because that’s the reality. For a practice that is not always well-understood or trusted, there’s pressure for us to only speak to the successes, but examining the human messiness of this work can help develop our skills and our community. In this presentation, Steve will share some of the best stories, examine the patterns revealed by the stories, and articulate the different lessons revealed by this large collection of stories.

Doorbells, Danger, and Dead Batteries (Amuse 2016)

Steve Portigal

Interviewing users is undeniably one of the most valuable user research tools. Yet, sometimes we forget that it's a skill we need to learn, because: * It's based on skills we think we have (talking or even listening) * It's not taught or reflected on People tend to 'wing it' rather than develop their skills. Without good interviewing skills, insights may be inaccurate or reveal nothing new, suggest the wrong design or business responses, or miss the crucial nuance that points to opportunities for breakthrough innovation. This talk will cover: * Framing the research problem to have the most impact on the business * What type of participants to recruit and how to find them * Different methods for learning from interviewees * Asking questions * Listening and building rapport * Analysing data from the field

Fieldwork Fundamentals (UX Australia)

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From UX New Zealand 2015 - Improv is not ‘stand-up comedy’ but a series of games that offer huge degrees of freedom within a set of constraints. During improv, we bring out quickly-understood-and-communicated rules of culture that are implicit, not explicit. Design and improv have important similarities. Both practices involve collaboration and brainstorming; an emphasis on breakthrough thinking; in-the-moment aspects and ‘Aha!’ moments; a balance of process, structure, and unfettered creativity; an enormous unspoken interaction; and the need to learn upon reflection. Playing with improv can help us to be more mindful of the power of listening, to create a more collaborative work culture, to develop our own creativity, and to warm up teammates and clients in workshops and design sessions. In this interactive presentation, you’ll learn about improv, listening, and creativity, and how each supports the others. No tuataras will be harmed.

Yes, My Tuatara Loves to Cha-Cha Improv, Creativity and Design

Steve Portigal

Keynote from Interact 15, London. Therapists, as part of their education, must go through therapy themselves. They are expected to achieve a certain level of insight about themselves – their biases, their discomforts, and so on. While we are not therapists, we go out and study people without that level of self-insight! A lack of self-insight sometimes manifests itself as passion, commitment, or being driven by a mission. While those have their place, it’s easy to become blinded by what we can’t let ourselves see. Sometimes this shows up as discomfort at the micro level, when we react to something a user might tell us about themselves; sometimes it’s a macro issue, when we’re uncomfortable with people who hold different values, preferences, or beliefs than ourselves. And it crescendos as know-it-all douchebaggery, when we think our job is to tell other people what’s best for them – when phrases like “frictionless sharing” fall from our lips as naturally as “what time is dinner?” In this interactive talk we will delve into the concepts of presence and mindfulness and develop an understanding of how this informs how you engage with the world around you, as a designer, a professional, and a person.

The Designer is Present

Steve Portigal

Beating the Blank Page

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(from an event at IxDA SF with Dan Szuc and Jo Wong) Driving change is not as easy it sounds. Change is about people and is thus inherently messy. Coping with the mess means we must relate to, engage with and encourage people's thinking, feeling and acting as well as their actions. We already spend a reasonable proportion of our time influencing people we call collaborators, clients, stakeholders, bosses, customers (to name a few), although we may not always be aware we are doing it. Together we will look at influence in work, question the language used during change and reflect on the various elements of influence that we too often fail to consider in our own aspirations. We will also look at frustrations and barriers that get in the way of the work we would prefer to be doing. Steve, Jo and Dan will lead a small exercise to help make the principles of influence more personally actionable.

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Steve Portigal

Soft Skills Are Hard

Steve Portigal

Therapists, as part of their education, must go through therapy themselves. They are expected to achieve a certain level of insight about themselves – their biases, their discomforts, and so on. While we are not therapists, we go out and study people without that level of self-insight! A lack of self-insight sometimes manifests itself as passion, commitment, or being driven by a mission. While those have their place, it’s easy to become blinded by what we can’t let ourselves see. Sometimes this shows up as discomfort at the micro level, when we react to something a user might tell us about themselves; sometimes it’s a macro issue, when we’re uncomfortable with people who hold different values, preferences, or beliefs than ourselves. And it crescendos as know-it-all douchebaggery, when we think our job is to tell other people what’s best for them – when phrases like “frictionless sharing” fall from our lips as naturally as “what time is dinner?” In this workshop we will delve into the concepts of presence and mindfulness and develop an understanding of how this informs how you engage with the world around you, as a designer and a professional and as a person.

The Designer is Present

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[Slides and the accompanying audio posted at http://www.portigal.com/blog/designing-for-unmet-needs-my-presentation-from-warm-gun] Don’t be surprised if Steve Portigal, author of Interviewing Users, invites himself to your family breakfast or follows hotel maintenance staff to the boiler room. For more than 15 years, he’s led hundreds of interviews that help clients understand customers and turn insights into design opportunities. Steve knows that our success depends on letting the unmet needs of our audience shape our designs. Okay—but how do we hit a target we can’t see? How do we design for people who aren’t us? How do we solve for the complexity of those people? Dig into the details, ditch the guesswork, and join Steve to engage deliberately with the people we’re designing for. Look at ways to acknowledge the complexity of your users. Offer solutions rooted in the connections you make with people. Get unstuck and discover opportunities for design that adds value.

Designing for Unmet Needs

Steve Portigal

[Slides and the accompanying audio posted at http://www.portigal.com/blog/designing-the-problem-my-keynote-from-isa14] Too often we assume that doing research with users means checking in with them to get feedback on the solution we've already outlined. But the biggest value from research is in uncovering the crucial details of the problem that people have; the problem that we should be solving. As the design practices mature within companies, they need to play an active role in driving the creation of new and innovative solutions to the real unmet needs that people have. In part, driving towards this maturity means looking at one's own culture and realizing the value of being open-minded and curious, not simply confident. This is a challenge to each of us personally and as leaders within our teams and communities. I will speak about the importance of this evolution and offer some tips to help guide the changes.

Designing The Problem

Steve Portigal

One of the most persistent factors limiting the impact of user research in business is that projects often stop with a cataloging findings and implications rather than generating opportunities that directly enable the findings. We’ve long heard the lament “Well, we got this report and it just sat there. We didn’t know what to do with it.” But design research (or ethnography, or user research, or whatever the term du jour may be) has also become standard practice, as opposed to something exceptional or innovative. That means that designers are increasingly involved in using contextual research to inform their design work. Ongoing acceptance of design research has increased the ranks of designers and others who feel comfortable conducting user research. But analysis and synthesis is a more slippery skill set, and we see how easy it is for teams to ignore (more out of frustration than anything malicious) data that doesn’t immediately seem actionable. This workshop gives people the tools to take control over synthesis and ideation themselves by breaking it down into a manageable framework and process.

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Steve Portigal: Disciplinarity and Rigour?

1. Disciplinarity & Rigour DRS2008 July 16, 2008

2. Disciplinarity & Rigour? DRS2008 July 16, 2008

3. I’ll be your mirror How have your experiences, values and environments informed your approach to design, culture, users?

4. My Life Story [email_address] 415-385-4171

5. My Life Story [email_address] 415-385-4171 (this one is me)

6. Early Research [email_address] 415-385-4171

7. Early Research [email_address] 415-385-4171

8. Early Research [email_address] 415-385-4171

9. Early Research [email_address] 415-385-4171

10. Data [email_address] 415-385-4171

11. Data [email_address] 415-385-4171

12. Conclusion

13. Then Came The Personal Computer

14. Science vs. Humanities

15. Undergrad: Physics?

16.

17.

18. Undergrad: Computer Science!

19.

20.

21.

22.

23.

24.

25. The clouds parted…

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27.

28. HCI

29.

30.

31. Photo of Steve in 1990 Working For A Living

32. Photo of Steve in 1990

33. Photo of customer application center Photo Credit: Flickr user experttorontogirl

34. CHI ’91: New Orleans

35. “Design?”

36.

37. Human-Computer Interaction?

38. Anthropologists and others help the Waste Isolation Pilot Plant (New Mexico) design Passive Institutional Controls: markers and methods designed to warn and inform future generations and civilizations

39. Isn’t this an interface? Isn’t this what we’re doing?

40. Silicon Valley Summer

41.

42. +----------------------------------------------------------------------------+ | Steve Portigal ** User-Interface Dude ** looking for work, too!!! | | View my M.Sc. thesis online at: http://130.43.3.18/ (World Wide Web) | | He's big, he's purple, he's your best friend................. | +----------------------------------------------------------------------------+ User-Interface Dude

43. | steve portigal G V O | user interface dude | culturally aware interface design Back to Silicon Valley

44. They wouldn’t see the forest for the trees

45. Apprentice to Journeyman to Master

46. Launched My Own Practice (2001)

47.

48.

49. Typical Development Lifecycle What to make or do? Refine ideas and prototype Launch Iterate and improve

50. Where We Engage with Clients We take a fresh look at people’s behaviors, beliefs, and needs What to make or do? Launch Refine ideas and prototype Iterate and improve

51. Where We Engage with Clients What to make or do? Launch Refine ideas and prototype Iterate and improve Ideas are hypotheses that we use as a lens to clarify direction

52. Where We Engage with Clients What to make or do? Launch Refine ideas and prototype Iterate and improve History provides context for us to further explore opportunities

53. Current concerns?

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55.

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65.

66. Thank you! Portigal Consulting www.portigal.com [email_address] +1-415-385-4171 www.portigal.com/blog flickr.com/photos/steveportigal

Editor's Notes

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