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Jennifer Briselli
VP, Experience Strategy & Service Design
@jbriselli
jbriselli@madpow.com
Participatory Design
Discovering Unmet Needs & New Solutions
What is Participatory Design?
Why might you use these this approach in your own practice or organization?
How has it been successful for others?
What does it look like? How do you do it?
Overview
“If I had asked people what
they wanted, they would
have said faster horses.”
Henry Ford
“If I had asked people what
they wanted, they would
have said faster horses.”
????
?
If asking people “what they want,” doesn’t work,
what are we supposed to do?
What is Participatory Design?
What it is:
An approach to design that invites all stakeholders (e.g. ‘end users,’ employees,
partners, customers, citizens, consumers) into the design process as a means of
better understanding, meeting, and sometimes preempting their needs.
What it is not:
• A variation on interviews or focus groups
• A way to “make your users do your job for you”
• A single prescriptive method or tool
• A rigidly defined process
• (see also: co-design, co-creation, co-production, collaborative design…)
• A holy grail
What is Participatory Design?
Involving the people we’re
serving through design as
participants in the process.
What is Participatory Design?
Design Process
DISCOVER
Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
DISCOVER SYNTHESIZE
Design Process
Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
DISCOVER SYNTHESIZE GENERATE
Design Process
Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
DISCOVER SYNTHESIZE GENERATE FOCUS
Design Process
Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
DISCOVER SYNTHESIZE GENERATE FOCUS
EVALUATE
Design Process
Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
DISCOVER SYNTHESIZE GENERATE FOCUS
Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
Generates design principles & direction
Generates viable solution concepts
Where does participatory design fit in?
“Participatory design methods, especially
generative or ‘making’ activities, provide
a design language for non designers
(future users) to imagine and express
their own ideas for how they want to live,
work, and play in the future.”
- Liz Sanders
Why it’s useful
Generative methods uncover latent needs.
For example…
For example…
Users often talk about wanting to have an “easy to
navigate” site and “answers at their fingertips,” but
when they created imaginary screens, they focused
less on easy navigation and more on making sure
the interface would know the person viewing it and
remind them of key information, pre-empting
questions and the need to navigate much at all.
Framing: Identifying goals, objectives, key questions, hypotheses
Planning: Planning activities that answer these questions
Facilitating: Ensuring & documenting productive participation
Analyzing: Making sense of it all to identify actionable insights
How to do it
1. Choose table group & topic
2. Discuss your personal experiences within this topic
3. As a group, identify a specific problem space, challenge, or
subtopic that everyone in the group feels some familiarity with
4. Write the problem statement you’ll focus on today
“How might we improve...”
“How might we support...”
“How might we reduce...”
Group Breakout & Topic Selection
Topics
• Navigating a confusing
health insurance situation
• Living with a chronic
condition
• Challenges of being a
caregiver
• End of life care
• Supporting people with
addiction
• Providing care to
underserved populations
• Pregnancy support
• Choose your own…
Framing
Stakeholders, Co-creators, End Users
Challenges & Goals
Questions & Unknowns
Assumptions & Hypotheses
Choosing Activities
Framing
Many types, many goals
• Trust Building
• Collaboration
• Narrative
• Generative
• Reflective
Choosing activities & methods
Participants help us understand their needs via storytelling. These
activities are intended to elicit memories and help build empathy and
understanding, building trust and identifying opportunities along the way.
Examples:
• Journey mapping
• Love letter/breakup letter
• Collaging
• Empathy mapping
• Knowledge hunt
• Reenactments
‘Narrative’ activities
Participants generate ideas and create prototypes of products, services, or
experiences
• Sometimes participants create viable solution concepts
• Sometimes participants create items that give designers insight &
direction
Examples:
• Magic screen/button/object
• Interface toolkit
• Physical/paper/rapid prototyping
• Fill in the blank
• Ideal workflow
• Ecosystem mapping
‘Generative’ activities
Participants make connections and judgments that help us understand the
value of potential design solutions. These activities help participants and
designers evaluate and understand the value of existing experiences or
potential future design solutions.
Examples:
• Card sorting
• Value ranking
• Storyboard/Concept speed dating
• Bodystorming/Gamestorming
‘Reflective’ activities
The design prompt sets the stage and ensures participants will focus their
contributions on the goals, questions, or hypotheses you’ve identified.
For example:
“Use the items provided to create a perfect remote control.”
“Draw an imaginary classroom that provides all your educational needs.”
“Create a script for the ideal interaction between a doctor and patient.”
Design Prompts
1. Identify a design goal for your topic problem statement
Framing: Let’s Try It
1. Identify a design goal for your topic problem statement
2. Write the design prompts for participants
We’ll try two activities today:
• Collage
• Magic Object
Framing: Let’s Try It
Collage
This activity helps members’ express their experiences and needs in a way
words can sometimes fail to describe. Participants will also put themselves at
the center of the map, which allows us to understand how members’ conceive of
their own agency (or lack thereof).
How:
Participants are provided a prompt and asked to spend 30-45 minutes creating a
collage that describes their feelings about the prompt. Participants are then
asked to share and discuss their collage. Facilitators may ask participants to
elaborate to better elucidate examples and opportunities.
Materials:
paper, images, glue sticks or tape, writing utensils, post-its
Magic Object
Providing members with materials that allow them to engage in a making
process can provide insights about potential design solutions as well as
uncover latent needs.
How:
Participants are provided building materials and a prompt, and asked to
spend 30-45 minutes creating the objects.
Participants are then asked to share and briefly discuss their creations.
Facilitators may ask members to elaborate on aspects of their explanation
where appropriate to elucidate examples and opportunities.
Materials:
Paper, construction materials, glue sticks or tape
1. Identify a design goal for your topic problem statement
2. Write the design prompts for participants
Activity 1: Collage
Ex: “What does the health care landscape look like to you right now?”
Ex: “What does your experience as a [patient/caregiver/provider] feel like to
you?”
Activity 2: Magic Object
Ex: “Use the items provided to create any kind of tool, service, or magic
item that would make the hospital stay experience better for you.”
Ex: “Use the items provided to create a magic device that would make your
Framing: Let’s Try It
Planning
Where: office, school, home, outdoors, in context
Who & how many: large group, small group, individual
Observation methods: notes, video, photo, artifacts
Materials: construction kits, legos, playdoh
Logistics: recruiting (>2 weeks), honorarium, volunteers, observers
Planning
Facilitating
Be prepared
Be yourself
Be flexible & adaptive
Be reflective
Be warm & friendly
Facilitating: Participation
Document Document Document
• Dedicated note taker(s)
• Photograph
• Record audio & visual when possible (consent is key)
• Keep artifacts when possible
Ask participants to tell you about what they create
• 1 on 1
• Show & tell
• Share a story
• Write a commercial
• Create a pitch
Facilitating: Capturing Value
What they create
is often less important than
how they describe its value.
Facilitating: Let’s Try It
Activity 1: Collage
Participants
Follow your group’s design prompt
to create a collage based on your
own personal experiences.
Facilitators
Observe your group’s participants.
Take notes and ask questions.
Near the end of the activity, you
will ask each participant to explain
their creation.
Facilitating: Let’s Discuss
As Participants
What did you think about the
experience?
As Facilitators
What kinds of things did you see,
hear, and think during the activity?
Break
Facilitating: Let’s Try It
Activity 2: Magic Object
Participants
Follow your group’s design prompt
to create an object based on your
own personal experiences.
Facilitators
Observe your group’s participants.
Take notes and ask questions.
Near the end of the activity, you
will ask each participant to explain
their creation.
Facilitating: Let’s Discuss
As Participants
What did you think about the
experience?
As Facilitators
What kinds of things did you see,
hear, and think during the activity?
Analyzing
Cut irrelevant or incomplete information
Get everything into a common format
Follow your instinct… analysis is as much art as science
Expect to spend at least 2 hours of analysis
for every hour spent facilitating.
Analyzing
Raw Data
• Notes
• Photos
• Videos
• Audio
• Artifacts
Standardized
Data
• Spreadsheets
• Post-its
Participant
Clusters
Opportunity
Clusters
Theme/Affinity
Clusters
Identified
Patterns
Potential Output
• Focus Areas
• Design Characteristics
• Design Principles
• Solution Concepts
• Prototype Ideas
input: “For example if you have a prescription and you
need to know if it’ll be covered, you can put it in
there.”
If – Then Machine
camera: “So if you needed to speak directly to
someone on the other end.”
microphone: “So you can talk if you need to.”
keypad: “If you had other information you want to
type in; say, a doctor’s diagnosis.”
output: “Marching orders & various options you have
can print out here if you need them.”
screen: “Different options show up on screen.”
“My doctor says I need an
MRI. How much will it
cost? And what are my
options?”
What are the most important takeaways for your organization?
What are the most important questions we left unanswered?
What are the aspects you are most and least confident about
implementing in your own practice?
Wrap Up
Jennifer Briselli
VP, Experience Strategy & Service Design
@jbriselli
jbriselli@madpow.com
Thanks!

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HXD 2019: Discovering Unmet Needs and New Solutions with Participatory Design

  • 1. Jennifer Briselli VP, Experience Strategy & Service Design @jbriselli jbriselli@madpow.com Participatory Design Discovering Unmet Needs & New Solutions
  • 2. What is Participatory Design? Why might you use these this approach in your own practice or organization? How has it been successful for others? What does it look like? How do you do it? Overview
  • 3. “If I had asked people what they wanted, they would have said faster horses.” Henry Ford
  • 4. “If I had asked people what they wanted, they would have said faster horses.” ???? ?
  • 5. If asking people “what they want,” doesn’t work, what are we supposed to do?
  • 7. What it is: An approach to design that invites all stakeholders (e.g. ‘end users,’ employees, partners, customers, citizens, consumers) into the design process as a means of better understanding, meeting, and sometimes preempting their needs. What it is not: • A variation on interviews or focus groups • A way to “make your users do your job for you” • A single prescriptive method or tool • A rigidly defined process • (see also: co-design, co-creation, co-production, collaborative design…) • A holy grail What is Participatory Design?
  • 8. Involving the people we’re serving through design as participants in the process. What is Participatory Design?
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  • 11. Design Process DISCOVER Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
  • 12. DISCOVER SYNTHESIZE Design Process Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
  • 13. DISCOVER SYNTHESIZE GENERATE Design Process Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
  • 14. DISCOVER SYNTHESIZE GENERATE FOCUS Design Process Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
  • 15. DISCOVER SYNTHESIZE GENERATE FOCUS EVALUATE Design Process Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council
  • 16. DISCOVER SYNTHESIZE GENERATE FOCUS Adapted from “Double Diamond Model of Product Definition and Design” from UK Design Council Generates design principles & direction Generates viable solution concepts Where does participatory design fit in?
  • 17. “Participatory design methods, especially generative or ‘making’ activities, provide a design language for non designers (future users) to imagine and express their own ideas for how they want to live, work, and play in the future.” - Liz Sanders Why it’s useful
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  • 21. Generative methods uncover latent needs.
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  • 25. For example… Users often talk about wanting to have an “easy to navigate” site and “answers at their fingertips,” but when they created imaginary screens, they focused less on easy navigation and more on making sure the interface would know the person viewing it and remind them of key information, pre-empting questions and the need to navigate much at all.
  • 26. Framing: Identifying goals, objectives, key questions, hypotheses Planning: Planning activities that answer these questions Facilitating: Ensuring & documenting productive participation Analyzing: Making sense of it all to identify actionable insights How to do it
  • 27. 1. Choose table group & topic 2. Discuss your personal experiences within this topic 3. As a group, identify a specific problem space, challenge, or subtopic that everyone in the group feels some familiarity with 4. Write the problem statement you’ll focus on today “How might we improve...” “How might we support...” “How might we reduce...” Group Breakout & Topic Selection
  • 28. Topics • Navigating a confusing health insurance situation • Living with a chronic condition • Challenges of being a caregiver • End of life care • Supporting people with addiction • Providing care to underserved populations • Pregnancy support • Choose your own…
  • 30. Stakeholders, Co-creators, End Users Challenges & Goals Questions & Unknowns Assumptions & Hypotheses Choosing Activities Framing
  • 31. Many types, many goals • Trust Building • Collaboration • Narrative • Generative • Reflective Choosing activities & methods
  • 32. Participants help us understand their needs via storytelling. These activities are intended to elicit memories and help build empathy and understanding, building trust and identifying opportunities along the way. Examples: • Journey mapping • Love letter/breakup letter • Collaging • Empathy mapping • Knowledge hunt • Reenactments ‘Narrative’ activities
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  • 35. Participants generate ideas and create prototypes of products, services, or experiences • Sometimes participants create viable solution concepts • Sometimes participants create items that give designers insight & direction Examples: • Magic screen/button/object • Interface toolkit • Physical/paper/rapid prototyping • Fill in the blank • Ideal workflow • Ecosystem mapping ‘Generative’ activities
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  • 39. Participants make connections and judgments that help us understand the value of potential design solutions. These activities help participants and designers evaluate and understand the value of existing experiences or potential future design solutions. Examples: • Card sorting • Value ranking • Storyboard/Concept speed dating • Bodystorming/Gamestorming ‘Reflective’ activities
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  • 42. The design prompt sets the stage and ensures participants will focus their contributions on the goals, questions, or hypotheses you’ve identified. For example: “Use the items provided to create a perfect remote control.” “Draw an imaginary classroom that provides all your educational needs.” “Create a script for the ideal interaction between a doctor and patient.” Design Prompts
  • 43. 1. Identify a design goal for your topic problem statement Framing: Let’s Try It
  • 44. 1. Identify a design goal for your topic problem statement 2. Write the design prompts for participants We’ll try two activities today: • Collage • Magic Object Framing: Let’s Try It
  • 45. Collage This activity helps members’ express their experiences and needs in a way words can sometimes fail to describe. Participants will also put themselves at the center of the map, which allows us to understand how members’ conceive of their own agency (or lack thereof). How: Participants are provided a prompt and asked to spend 30-45 minutes creating a collage that describes their feelings about the prompt. Participants are then asked to share and discuss their collage. Facilitators may ask participants to elaborate to better elucidate examples and opportunities. Materials: paper, images, glue sticks or tape, writing utensils, post-its
  • 46. Magic Object Providing members with materials that allow them to engage in a making process can provide insights about potential design solutions as well as uncover latent needs. How: Participants are provided building materials and a prompt, and asked to spend 30-45 minutes creating the objects. Participants are then asked to share and briefly discuss their creations. Facilitators may ask members to elaborate on aspects of their explanation where appropriate to elucidate examples and opportunities. Materials: Paper, construction materials, glue sticks or tape
  • 47. 1. Identify a design goal for your topic problem statement 2. Write the design prompts for participants Activity 1: Collage Ex: “What does the health care landscape look like to you right now?” Ex: “What does your experience as a [patient/caregiver/provider] feel like to you?” Activity 2: Magic Object Ex: “Use the items provided to create any kind of tool, service, or magic item that would make the hospital stay experience better for you.” Ex: “Use the items provided to create a magic device that would make your Framing: Let’s Try It
  • 49. Where: office, school, home, outdoors, in context Who & how many: large group, small group, individual Observation methods: notes, video, photo, artifacts Materials: construction kits, legos, playdoh Logistics: recruiting (>2 weeks), honorarium, volunteers, observers Planning
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  • 55. Be prepared Be yourself Be flexible & adaptive Be reflective Be warm & friendly Facilitating: Participation
  • 56. Document Document Document • Dedicated note taker(s) • Photograph • Record audio & visual when possible (consent is key) • Keep artifacts when possible Ask participants to tell you about what they create • 1 on 1 • Show & tell • Share a story • Write a commercial • Create a pitch Facilitating: Capturing Value
  • 57. What they create is often less important than how they describe its value.
  • 58. Facilitating: Let’s Try It Activity 1: Collage Participants Follow your group’s design prompt to create a collage based on your own personal experiences. Facilitators Observe your group’s participants. Take notes and ask questions. Near the end of the activity, you will ask each participant to explain their creation.
  • 59. Facilitating: Let’s Discuss As Participants What did you think about the experience? As Facilitators What kinds of things did you see, hear, and think during the activity?
  • 60. Break
  • 61. Facilitating: Let’s Try It Activity 2: Magic Object Participants Follow your group’s design prompt to create an object based on your own personal experiences. Facilitators Observe your group’s participants. Take notes and ask questions. Near the end of the activity, you will ask each participant to explain their creation.
  • 62. Facilitating: Let’s Discuss As Participants What did you think about the experience? As Facilitators What kinds of things did you see, hear, and think during the activity?
  • 64. Cut irrelevant or incomplete information Get everything into a common format Follow your instinct… analysis is as much art as science Expect to spend at least 2 hours of analysis for every hour spent facilitating. Analyzing
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  • 69. Raw Data • Notes • Photos • Videos • Audio • Artifacts Standardized Data • Spreadsheets • Post-its Participant Clusters Opportunity Clusters Theme/Affinity Clusters Identified Patterns Potential Output • Focus Areas • Design Characteristics • Design Principles • Solution Concepts • Prototype Ideas
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  • 72. input: “For example if you have a prescription and you need to know if it’ll be covered, you can put it in there.” If – Then Machine camera: “So if you needed to speak directly to someone on the other end.” microphone: “So you can talk if you need to.” keypad: “If you had other information you want to type in; say, a doctor’s diagnosis.” output: “Marching orders & various options you have can print out here if you need them.” screen: “Different options show up on screen.”
  • 73. “My doctor says I need an MRI. How much will it cost? And what are my options?”
  • 74.
  • 75. What are the most important takeaways for your organization? What are the most important questions we left unanswered? What are the aspects you are most and least confident about implementing in your own practice? Wrap Up
  • 76. Jennifer Briselli VP, Experience Strategy & Service Design @jbriselli jbriselli@madpow.com Thanks!

Editor's Notes

  1. If I had a dollar for every time I heard this quote, usually in some conversation about innovation, I’d be retired. If I had a dollar for every time I heard people this quote as a way to justify NOT working directly with users or customers, I’d be funding charities. To me, this is a fundamentally misunderstood quote (and its not even a quote he really said).
  2. Participatory Mindset is different from more traditional Expert Mindset. One is no better than the other, but in North America in particular, we’ve focused mostly on Expert Mindset design… while a Participatory approach has only been explored and embraced more recently.
  3. None of these is better than the others– all windows looking into the same room.
  4. Participatory design methods can be used in the early discovery phases as a form of research augmentation, where it helps uncover latent needs, but when used later during generative phases and constructive activities are built in a way to facilitate “real” solution building, it can also help develop viable solution concepts
  5. Recommended Books: Convivial Toolbox by Liz Sanders & Universal Methods of Design by Bella Martin & Bruce Hanington
  6. Nurses designing an ideal workflow on a patient floor.
  7. Mad*Pow partnered with BCBSMA to design and test a new member portal that provides a highly personalized and anticipatory design. The design process was supported by discovery research through interviews in the early phases, by participatory design research during the design phase itself, and by evaluation research during usability and desirability testing. It resulted in a personalized, anticipatory experience that included certain tools and content that members identified as higher priority than the organizational stakeholders and designers expected. In our workshop, members described what they wanted in familiar terms, but seeing how they actually built and sketched imaginary solutions showed us that certain assumptions we had around what members said they wanted weren’t correct once we saw what members made in participatory design sessions. For example, members often talk about wanting to have an easy to navigate site and have the answers they need ‘at their fingertips,’ but when they created imaginary screens, they were less focused on being ‘easy to navigate’ and were more focused on knowing the person viewing it and reminding them of key information, pre-empting questions and the need to navigate much at all. Giving participants an opportunity to solve/design a solution rather than just asking them to talk about it showed us that important nuance.
  8. Mad*Pow partnered with BCBSMA to design and test a new member portal that provides a highly personalized and anticipatory design. The design process was supported by discovery research through interviews in the early phases, by participatory design research during the design phase itself, and by evaluation research during usability and desirability testing. It resulted in a personalized, anticipatory experience that included certain tools and content that members identified as higher priority than the organizational stakeholders and designers expected. In our workshop, members described what they wanted in familiar terms, but seeing how they actually built and sketched imaginary solutions showed us that certain assumptions we had around what members said they wanted weren’t correct once we saw what members made in participatory design sessions. For example, members often talk about wanting to have an easy to navigate site and have the answers they need ‘at their fingertips,’ but when they created imaginary screens, they were less focused on being ‘easy to navigate’ and were more focused on knowing the person viewing it and reminding them of key information, pre-empting questions and the need to navigate much at all. Giving participants an opportunity to solve/design a solution rather than just asking them to talk about it showed us that important nuance.
  9. Collage materials Coding laminating
  10. Post its
  11. materials
  12. Reusable if you want
  13. Some folks equate participatory design session with “hackathon.” There are pros and cons to structuring design activities in this manner, and its not the only (or best) way to get people involved in the design process for their own benefit.
  14. Some folks equate participatory design session with “hackathon.” There are pros and cons to structuring design activities in this manner, and its not the only (or best) way to get people involved in the design process for their own benefit.
  15. Collage/empathy map with images– code backs of images, create quantitative scoring system
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