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Mission Impossible: 
Learn How to Become a SharePoint 
Requirements Secret Agent and Decode Your 
Project's Secrets with Our Super-Secret-Agent 
Tools and Techniques 
Ruven Gotz 
Avanade 
Michelle Caldwell 
Avanade
Best laid plans… 
We had an idea for a “themed” workshop, with all the sections 
fitting into our “Mission Impossible” spy-based story-line. But, 
as often happens with these things, it didn’t work out as 
expected, but it was too late to change the title. 
Here’s a little (maybe embellished) explanation of what went 
wrong….
Boris & Natasha?
The Man from U.N.C.L.E
Max Smart & Agent 99
Mission: Impossible
So… 
We reverted to the original title…
Visual Tools & Innovation Games 
Getting everyone onto the same page 
Ruven Gotz 
Avanade 
Michelle Caldwell 
Avanade
Low-tech social network 
Draw your Avatar “Tag” your Avatar 
Draw your AvatarU 
Add your name for 
the Avatar 
“Upload” your 
Avatar
Low-tech social network 
FILL IN YOUR PROFILE on the Yellow Post-it 
• Avatar (a picture that represents you) 
• Your Name 
• Your job role (IT Pro, BA, PM, etc…) 
• School 
• Hobby 
• Version of SharePoint 
• Pets
Michelle Caldwell 
DIRECTOR & 
REGIONAL LEAD 
Mary.m.caldwell@avanade.com @shellecaldwell shellecaldwell.com
Ruven Gotz 
DIRECTOR & 
NATIONAL LEAD 
ruven.gotz@avanade.com @ruveng spinsiders.com/ruveng
Agenda 
Part 1 
• Low tech social 
• Introduction 
• Shared Understanding 
• Innovation Games & Visual Tools 
• Soft Skills 
• Requirements Gathering 
• Bad Meetings 
• Envisioning (Cover Story) 
• Mapping 
Lunch (1 hour) 
Part 2 
• Mapping (continued) 
• Envisioning (IBIS Mapping) 
• Analyze (Sailboat) 
• Visual Design 
• Wireframing 
• Wrap Up
Make a Connection & Build a Network
Shared understanding 
SHARE 2012 | 15
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SHARE 2012 | 20 
Yes! 
A bridge!
Odds of 
Success?
SHARE 2012 | 22 
Project 
goes?
SHARE 2012 | 23 
Same 
page
SHARE 2012 | 24 
Wicked 
problems
SHARE 2012 | 25 
Hard 
(but tame) 
Wicked
Guess what 
SharePoint is…
Usually a bunch 
SHARE 2012 | of people who all 
have a different 
idea of what 
success looks like
whom, won’t talk to each other
Machiavelli (not exactly  ) 
It must be considered that there is nothing more difficult 
to carry out nor more doubtful of success nor more 
dangerous to handle than to initiate a new SharePoint 
project; for the project team has enemies in all those 
who profit by the old portal, and only lukewarm 
defenders in all those who would profit by the new 
portal; this lukewarmness arising partly from the 
incredulity of mankind who does not truly believe in 
anything new until they actually have experience of it.
Dealing with humans 
in tough circumstances
Dealing with humans 
in tough circumstances
My three rules of SharePoint 
1. Simplicity 
2. Simplicity 
3. Simplicity
SHARE 2012 | 33
How do gamestorming & visual 
tools help?
Involves People
Egalitarian & Participatory 
• Equal Opportunity to 
Participate 
• Success Depends on 
Everyone get Involved
Structured with Goals
38 
Time Bound
Why they are valuable 
• They involve a high level of emotion 
• Alternative to traditional meeting format 
• Real-time feedback 
• Helps you discover the unknown 
• Catalyst for consensus building 
• Provides structure for Creative Chaos
Putting it into action 
Excellent facilitation means building your soft skills
Soft Skills
Confidence
Power Posing 
Power Pose Blog: http://jamesclear.com/body-language-how-to-be-confident
Amy Cuddy 
Your body language shapes who you are 
http://youtu.be/Ks-_Mh1QhMc?t=8m2s
Famous Poser Posers
Listening
http://www.skillsyouneed.com/ips/listening-skills.html 
http://www.forbes.com/sites/womensmedia/2012/11/09/10-steps-to-effective-listening/
Humor
Brutal Honesty
Preconditions for Great Teams 
From Paul Culmsee 
http://www.cleverworkarounds.com/
What makes Collaboration work? 
1. Membership Characteristics 
2. Purpose 
3. Process and Structure 
4. Communication 
5. Environment 
6. Resources
1. Membership Characteristics 
• Mutual respect, 
understanding & 
trust 
• Appropriate cross-section 
of 
members 
• Ability to 
compromise
2. Purpose 
• Concrete, attainable 
goals & objectives 
• Shared vision
3. Process and Structure 
• Multiple layers of 
participation 
• Flexibility 
• Clear roles and 
responsibility guidelines 
• Appropriate pace of 
development
4. Communication 
• Open & frequent 
communication 
• Established informal 
relationships and 
communication links
5. Environment 
• History of 
collaboration or 
cooperation 
• Group seen as 
legitimate 
• Favorable political 
and social climate
6. Resources 
• Sufficient funds, 
staff, materials and 
time 
• Skilled leadership
Requirements Gathering 
Visual Tools and Games that can help with analysis
The chicken and egg problem
Requirements
What makes something a 
requirement?
We can do that for $10
We can do that for $1,000,000
We require a jumbo solution to get to our 
destination
We require a jumbo solution to get to our 
destination
Sometimes, you do need this
Too much focus on the detail… 
How
…and not enough on the destination 
Why
Roadblock: Bad meetings 
Meetings & workshops take time, but are often ineffective
Meetings, bloody meetings – John Cleese 
https://www.youtube.com/watch?v=vE7jfQt2ic4
The Facts
11Million
61.8 
Meetings/month
50% 
Unproductive
31 Hours wasted
The Effects
91% 
Daydreaming
96% 
Miss Meetings
95% 
Miss parts of 
meetings
73% 
Bring other work 
to meetings
39% 
Fall Asleep
Envisioning 
Visual Tools and Games that can help with defining 
Project Goals and Vision
Envision 
With cover Story
Soooo…………. What is your vision for SharePoint?
The object of the game 
is to suspend all disbelief and 
envision a future state that is 
so stellar that it landed your 
organization on the cover of a 
well-known magazine.
Cover: 
Tells the story of 
your big success
Headline: 
The Substance of the cover 
story
Sidebars: 
Interesting facts about the 
story
Quotes: 
Quotes from potential end 
users of the solution
Brainstorm: 
Documenting initial ideas 
– this is important!
Images: 
Supporting the 
content with 
illustrations
Wrap Up 
At the end of the time period, usually 
an hour, get the groups to present 
their cover story, essentially their 
vision of SharePoint, to the rest of the 
groups and then discuss.
Game Setup 
•Cover Story 
Template 
• Post-its 
• Pens 
• tape 
• Facilitator (# depends 
on size of group 
• At least 3 participants 
• A Scribe 
•Camera (optional)
Now it’s your turn! 
•Redoing the MGM Corporate Intranet 
• Out of date 
• Old technology 
•Moving to the cloud 
• Updating Look & Feel 
• Updating IA
Introduction to Mind Mapping
Mapping for Navigation
Mapping for Prioritization
Mapping for Prioritization
Mapping for Scoping
1st Half Wrap Up 
Don’t go away, we’ll be back for Part 2 
ruven.gotz@avanade.com 
spinsiders.com/ruveng 
@ruveng 
mary.m.caldwell@Avanade.com 
shellecaldwell.com 
@shellecaldwell
Welcome to Part 2. 
IBIS Mapping 
A Grammar for Thinking
Two books you must read
What are wicked problems? (recap) 
• You don’t really understand the problem until 
you’ve developed the solution 
• You don’t know when you’ve accomplished your goal 
• Solutions are not right or wrong, they are just better 
or worse 
• Every wicked problem is unique 
• Every solution to a wicked problem is a one-shot 
operation 
• You are dealing with social complexity
Tools that can help
IBIS Notation
I use Mind Manager to express the same 
notation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialog mapping to capture argumentation
Dialogue Mapping 
for scoping
Analyze with Sailboat
The object of the game 
Gain insight and understanding 
into the current state of the 
situation
How to Play the game 
•Draw and/or put up a boat 
•Name the boat to represent the focus 
area
What is 
dragging you 
down?
What can speed you up?
Power Dot – Extra Bonus 
•Give each participant a fixed # of dots 
(time box the activity) 
• Ask each participant to “vote” for their 
highest priority pains and solutions 
•Quickly analyze the results 
•Discuss the results as a group
How to Play the game 
•Analyze voting 
•Discuss the results as 
a group
Game Setup 
•A BOAT ! 
• Post-its (various 
colors) 
• Pens 
• tape 
• Facilitator (# depends 
on size of group 
• At least 3 participants 
• A Scribe 
•Camera (optional)
Visual Design 
Card Sorting & Tree Testing
What is Card Sorting?
“Card sorting is a great, reliable, 
inexpensive method for finding patterns 
in how users would expect to find 
content or functionality.” 
- Donna Spencer 
http://www.amazon.com/Card-Sorting-ebook/dp/B004VFUOL0
What are the types of card sort? 
Open & Closed
Open card sorting process 
Gerbil
Results 
Gerbil
But not always what you expect 
Ford 
Gerbil
But not always what you expect (2) 
Ford 
Gerbil
Analysis 
http://www.boxesandarrows.com/view/analyzing_card_sort_results_ 
with_a_spreadsheet_template
Now it’s your turn to card sort 
Working on a new SharePoint Conference Web Site 
• Established key terms 
• Group terms into categories 
• Label the categories
What is Tree Testing?
Formally Known as…….. 
Card-based Classification 
Evaluation
Methods for Tree Testing 
Paper Or Online
Step 1 – Create a set of menus based on draft 
sitemap
Step 2 – Develop Scenarios
Creating effective scenarios 
• You are planning a vacation and you want to know how 
much leave you have left 
• You need to book travel for work 
• You are filling out a request for time off 
• You are looking for a contact email/name for the helpdesk 
• You have questions about your benefits
Step 3 - Recruit
Step 4 - Observe
Step 5 - Analyze
Step 7 - Repeat Create 
Menu 
Develop 
Scenario 
Recruit 
Evaluate 
Repeat & 
Optimize 
Analyze
Presenting Well 
Effective PowerPoint presentations
Two books that can change your life
Two books that can change your life
What not to do!
Wireframing
I used to hate wireframing!
A useless wireframe
Way too 
much work 
Erik Swenson
Balsamiq: 
Just right
Simple Wireframe
Refine 
With Requirements Rainbow
The object of the 
Requirements Rainbow 
Helps clarify the final requirements/ 
user stories 
•Add value 
•Have clear measurement 
•Alignment to the overall vision
How to Play the Game 
1. Finalized requirements go on the 
outermost band 
2. Move to defining the scope band 
3. Move to defining the measurement 
band
How to Play the Game (cont.) 
4. Move to the value band 
5. Lastly, tie the requirement back to the 
vision with moving to the “why” 
statement at the bottom of the 
rainbow
Game Setup 
• A Rainbow! 
• Post-its from product 
tree 
• Post-its (empty) 
• Pens 
• tape 
• Facilitator (# depends 
on size of group 
• At least 3 participants 
• A Scribe 
•Camera (optional)
Wrap Up
Adapting the low-tech social network
Thank You! Download this deck from: 
http://www.slideshare.net/marymcaldwell 
Products and Tools Referenced 
• Mind Manager www.mindjet.com 
• Xmind www.xmind.net 
• Balsamiq www.balsamiq.com 
• UserZoom www.userzoom.com 
• Optimal Workshop www.optimalworkshop.com 
• Card sort tools measuringuserexperience.com/CardSorting 
• Boxes & Arrows boxesandarrows.com 
• Gamestorming (book) www.gogamestorm.com 
• Innovation Games www.innovationgames.com 
• Dialogue Mapping cognexus.org 
• Paul Culmsee www.cleverworkarounds.com 
• Glyma www.glyma.co/
Stay Connected! 
ruven.gotz@avanade.com 
spinsiders.com/ruveng 
@ruveng 
mary.m.caldwell@Avanade.com 
shellecaldwell.com 
@shellecaldwell
BONUS – KING/Queen FOR A DAY! 
Adaptation of “Silent Storm” technique 
If you were KING or QUEEN for a day what is 
the 1 thing you would change/implement in 
your company’s SharePoint environment?

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Visual tools and innovation games - full day workshop - sp intersections - nov 2014

Notes de l'éditeur

  1. We had an idea for a “theme’d” workshop, with all the sections fitting into our “Mission Impossible” spy-based story-line. But, as often happens with these things, it didn’t work out as expected, but it was too late to change the title. Here’s a little explanation of what went wrong….
  2. Boris Badanov and Natasha Fatale
  3. Napoleon Solo (Robert Vaughn) & Illya Kuryakin (David McCallum)
  4. Barbara Bain & Martin Landau – Tom Cruise and ???
  5. Draw instructions on whiteboard
  6. Show audience how to make first connection Time box – 10 min max
  7. One of the key fundamental goals behind everything we are going to see today is to get to shared understanding. That is: get everyone involved to understand what the goals are and what path we’re going to take to get there. These visual and tactile methods have been found to really help you get there Let me start with an illustration of why shared understanding is so important and how it applies to the type of problems we work with
  8. Our project is to build a bridge… so here’s a bridge
  9. But so is this,
  10. Or this…
  11. Even this is a bridge
  12. Our stakeholders are excited about this project! We’ve agreed that we need a bridge! But, if one person pictures a giant steel roadway bridge, others a covered bridge and one simple stepping stones… then…
  13. Our odds of success are low – in-fact, I’d say zero
  14. And that means that our project goes down the … um… drain
  15. So, we need to get everyone onto the same page Why is this so important?
  16. Because SharePoint falls into the category of “Wicked Problems” [I first learned this term from Paul Culmsee of Seven Sigma, Australia’s leading expert in problem wickedness and its solutions]
  17. A moon-shot is a hard problem, but it can be stated clearly and simply: Take a man to the moon, bring him back alive Cure poverty: That’s a wicked problem. We can’t even agree on who’s poor, what poverty means, and how to know if we’ve been successful. And, when we’re working on TRYING to solve this, solutions are not right or wrong, they are just better or worse.
  18. SharePoint is wicked with a capital “W”. This is because of the social complexity that SharePoint brings - You want to fundamentally change the way people do their jobs… and that leads to wickedness
  19. Our stakeholders are excited about this project! We’ve agreed that we need a bridge! But, if one person pictures a suspension bride, others a covered bridge and one simple stepping stones… and…
  20. Some of whom, won’t talk to each other. OUR CHANCES OF SATISFACTION ARE ZERO This is social complexity impacting the success of a technology project
  21. Why is this so hard and dangerous Everyone hates the current portal Can’t find anything Not sure if content is valid BUT - They do know where some stuff is, and this was hard-won knowledge and change to something that won’t be better – just different – is not what they’re looking forward to.
  22. NEEDS WORK Now, the team working on the new portal has a different state of mind: They are envisioning a fantastic future state and foresee a climb, but the slope isn’t too severe – this is the ‘path of hope’. What they don’t realize is that their immediate rise in Optimistic Excitement is followed by a steep fall into the valley of despair. There are dangerous creatures there – ready to devour your proeject. But, once the reality of the project sets in The valley of despair is a dangerous place, with creatures that have their own agendas ready to ‘eat’ your project
  23. set up multiple phases toward the eventual future goal, rather than trying to reach that peak in one step, because it is only once you start the journey that you will discover the issues and roadblocks that are going to make the project much harder than it seemed at the start. Even though it is useful to break the project into phases, it is very important that you do your initial planning with the ultimate goal in mind so that you don’t paint yourself into a corner by designing a solution that gets you to the end of phase 1 or 2, but that needs a lot of rework or workarounds to reach the true, final goal.
  24. It’s hard enough to get to success, to get adoption, to build the right thing. Do you know the best way to avoid making a design error in what you build? DON BUILD IT IN THE FIRST PLACE! Start simple – get some success and then grow from there.
  25. To have any chance of success, you MUST have everyone pulling in the same direction This is a platitude – everyone knows this. The question is “How do we do this!”
  26. Visualization and Games involve a high level or emotion
  27. One of the key fundamental goals behind everything we are going to see today is to get to shared understanding. That is: get everyone involved to understand what the goals are and what path we’re going to take to get there. These visual and tactile methods have been found to really help you get there Let me start with an illustration of why shared understanding is so important and how it applies to the type of problems we work with
  28. A lot of doing this job well comes down to soft skills: - Listening - Honesty - Humour
  29. You need to be perceived as the leader of your project, and the team, the stakeholders and the customers must have confidence in you. This does not mean that you have to pretend to know all the answers when you don’t. You can say ‘i’ll get back to you’. But you can’t be uncertain about every question. If you THINK you may be right, answer confidently. When you do a follow-up check – if it turns out that you’re wrong – you can follow up and explain why you changed your answer. You have to come to terms with the fact that, despite all the books and blogs out there, each circumstance is different, and you’ll need to be able choose your own path without a clear map of correct and incorrect. One of my favorite bloggers is Bob Sutton of the Stanford Design School. In one of his posts he writes about Paul Saffo of the Palo Alto Institute for the Future who taught that leaders must have strong opinions. Weak opinions are uninspiring and don’t motivate people to test them or argue passionately for them. But, it is also important not to be too strongly wedded to your ideas, because it prevents you from seeing or hearing evidence that contradicts your opinions. So to be a strong and wise leader you need to have strong opinions, but you need to be ready to move off those opinions when the evidence requires it. This is summed up in the phrase that you should take to heart: Strong opinions, weakly held.
  30. You need to be perceived as the leader of your project, and the team, the stakeholders and the customers must have confidence in you. This does not mean that you have to pretend to know all the answers when you don’t. You can say ‘i’ll get back to you’. But you can’t be uncertain about every question. If you THINK you may be right, answer confidently. When you do a follow-up check – if it turns out that you’re wrong – you can follow up and explain why you changed your answer. You have to come to terms with the fact that, despite all the books and blogs out there, each circumstance is different, and you’ll need to be able choose your own path without a clear map of correct and incorrect. One of my favorite bloggers is Bob Sutton of the Stanford Design School. In one of his posts he writes about Paul Saffo of the Palo Alto Institute for the Future who taught that leaders must have strong opinions. Weak opinions are uninspiring and don’t motivate people to test them or argue passionately for them. But, it is also important not to be too strongly wedded to your ideas, because it prevents you from seeing or hearing evidence that contradicts your opinions. So to be a strong and wise leader you need to have strong opinions, but you need to be ready to move off those opinions when the evidence requires it. This is summed up in the phrase that you should take to heart: Strong opinions, weakly held.
  31. You need to listen to your customers or you will miss important information. If you are conducting a workshop, you are there to facilitate and gather information, not to impose your vision. You have to be mindful and in the moment. You need to eliminate all possible distractions. This means you turn off or silence your phone, close your Twitter client (yes, I’ve seen people check their tweets during a workshop!), and close or silence e-mail (it can really throw a meeting off track when an e-mail “toast” notification pops up on the screen while you’re working). There are a number of books and blogs on how to improve your listening skills. Search the Internet for “active listening” or “mindful listening.” Choose a book or a program and then practice these skills. It is very important to fully hear what is being said without focusing on what you are going to say in response, because once you start to think of your response, you’re not listening anymore and there may be valuable additional information you are missing.
  32. You need to listen to your customers or you will miss important information. If you are conducting a workshop, you are there to facilitate and gather information, not to impose your vision. You have to be mindful and in the moment. You need to eliminate all possible distractions. This means you turn off or silence your phone, close your Twitter client (yes, I’ve seen people check their tweets during a workshop!), and close or silence e-mail (it can really throw a meeting off track when an e-mail “toast” notification pops up on the screen while you’re working). There are a number of books and blogs on how to improve your listening skills. Search the Internet for “active listening” or “mindful listening.” Choose a book or a program and then practice these skills. It is very important to fully hear what is being said without focusing on what you are going to say in response, because once you start to think of your response, you’re not listening anymore and there may be valuable additional information you are missing.
  33. [Michelle’s story of the “bright idea” putting a post on a light] Workshops can be stressful for everyone involved. Your customers are taking time out of their busy days to attend this workshop. They don’t want you to waste their time and, at first, they may not really trust that you are going to use their time effectively. You are under the gun to deliver a successful workshop, and you need to keep the meeting focused, but you can also keep it a bit light by using humor. This does not involve telling jokes, but rather making light of certain situations—especially if you are the target. It takes a pretty good level of trust and familiarity before you can make a joke at the expense of one of your clients, and this is dangerous territory—I have seen it backfire (on me!). Here is an example of light humor in a workshop: We were talking about who would be the editorin- chief of the portal and I nominated someone in the room to be the “Queen of the Portal.” Everyone laughed (I know, you had to be there), but from then on, she referred to herself (as did the rest of the team) as the Queen of the Portal, and it served to lighten the mood of the room.
  34. You need to be brutally honest about yourself. As I said above, if you don’t know something, say so. People can tell when you’re faking—either immediately or later when they find out you didn’t really know. People will rely on your integrity, and once they trust you, they will believe you when you argue that a particular choice or course is the right one Being brutally honest is no excuse for being rude
  35. One of the key fundamental goals behind everything we are going to see today is to get to shared understanding. That is: get everyone involved to understand what the goals are and what path we’re going to take to get there. These visual and tactile methods have been found to really help you get there Let me start with an illustration of why shared understanding is so important and how it applies to the type of problems we work with
  36. These are not things to DO as a team – these are things to have in-place in order for a team to get good work done
  37. Concrete, attainable goals and objectives: Goals and objectives of the collaborative group are clear to all partners, and can realistically be attained. Shared vision: Collaborating partners have the same vision, with clearly agreed-upon mission, objectives, and strategy. The shared vision may exist at the outset of collaboration, or the partners may develop a vision as they work together.
  38. Multiple layers of participation: Every level (upper management, middle management, operations) within each partner organisation has at least some representation and ongoing involvement in the collaborative initiative. Flexibility: The collaborative group remains open to varied ways of organizing itself and accomplishing its work. Appropriate pace of development: The structure, resources, and activities of the collaborative group change over time to meet the needs of the group without overwhelming its capacity, at each point throughout the initiative.
  39. Open and frequent communication: Collaborative group members interact often, update one another, discuss issues openly, and convey all necessary information to one another and to people outside the group. Established informal relationships and communication links: In addition to formal channels of communication, members establish personal connections — producing a better, more informed, and cohesive group working on a common project.
  40. Sufficient funds, staff, materials and time: The collaborative group has an adequate, consistent financial base, along with the staff and materials needed to support its operations. It allows sufficient time to achieve its goals and includes time to nurture the collaboration. Skilled leadership: The individual who provides leadership for the collaborative group has organizing and interpersonal skills, and carries out the role with fairness. Because of these characteristics (and others), the leader is granted respect or “legitimacy” by the collaborative partners.
  41. Segue: you’ve got the soft skills: Now you need to gather requirements…
  42. Analyst: I’m here to help you to implement SharePoint. Customer: Great! What can SharePoint do? Analyst: Lots of things: What do you want it to do? Customer: Um, I’m not sure . . . maybe you can give me a demo. Analyst: Sure: Imagine that you are a bicycle manufacturer in the Pacific northwest. Customer: But we aren’t a . . . Analyst: Isn’t this feature cool? It has a bike as a background image.
  43. So it’s all about the requirements, right? Except it’s not
  44. Because I said so, and I’m the customer. If you don’t include my requirement, I’ll shoot One of my biggest jobs as a SharePoint BA is to manage this desire. My three rules of SharePoint:
  45. Cheap: Do it!
  46. Wait a sec – maybe we can think of some alternatives (Hey! Maybe it’s no longer a ‘requirement’)
  47. So, what happens when the customer says “I need this” This is the “we need it all” solution – often arrived at before defining the problem The “Hammer” problem
  48. So, what happens when the customer says “I need this” This is the “we need it all” solution – often arrived at before defining the problem The “Hammer” problem
  49. Think about alternatives: Is it close by?
  50. How fast do I need to get there – who needs to come with me
  51. Is a less flexible but more cost-effective solution already out there
  52. Is the destination specialized and particularly hard to get to?
  53. Maybe we need to really think outside the box
  54. Simple is not ALWAYS the best solution: There are times when a complex and expensive solution is the only way to get the required destination
  55. So, requirements are tough, but let’s talk about meetings. Most meetings are terrible – they waste time and are very unproductive. Let’s look at some facts…
  56. Approximately 11 million meetings occur in the US every day
  57. Approximately 11 million meetings occur in the US every day
  58. Most professionals attend 61.8 meetings a month
  59. Of which 50% of them are unproductive
  60. If each meeting is approx. 1 hour long then professionals lose on average 31 hours per month to ineffective meetings
  61. If each meeting is approx. 1 hour long then professionals loose on average 31 hours per month to ineffective meetings
  62. If each meeting is approx. 1 hour long then professionals loose on average 31 hours per month to ineffective meetings
  63. How are most requirements gathered? [THIS SLIDE IS NOW ANIMATED – watch it in presentation mode] In meetings right? Let’s look at how productive the average meetings is
  64. So, if requirements are hard, and regular meetings to nail them down are terrible, what can we do? We’re going to go through our first Innovation Game. This time, we’ll walk through how it works without playing it, but soon we’ll actually play one of the games.
  65. Cover Story is a game about pure imagination. The purpose is to think expansively around an ideal future state for the organization; it’s an exercise in visioning. The object of the game is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine.
  66. Cover: Tells the story of their big success Headline: The substance of the cover story Sidebars: Interesting facts about the story Quotes: Quotes from potential end users of the solution Brainstorm: documenting initial ideas (this is important!) Images: Supporting the content with illustrations The players must pretend as though this future has already taken place and has been reported by the mainstream media. This game is worth playing because it not only encourages people to “think big,” but also actually plants the seeds for a future that perhaps wasn’t possible before the game was played The reason that this works particularly well for SharePoint is that there are a number of possible visions that an organization may have for the platform. The Cover Story game gives you enough structure to ensure that you get tangible examples without constraining users from being able to really explore the many possible end states. At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
  67. Cover: Tells the story of their big success Cover Story is a game about pure imagination. The purpose is to think expansively around an ideal future state for the organization; it’s an exercise in visioning. The object of the game is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine. The players must pretend as though this future has already taken place and has been reported by the mainstream media. This game is worth playing because it not only encourages people to “think big,” but also actually plants the seeds for a future that perhaps wasn’t possible before the game was played The reason that this works particularly well for SharePoint is that there are a number of possible visions that an organization may have for the platform. The Cover Story game gives you enough structure to ensure that you get tangible examples without constraining users from being able to really explore the many possible end states. At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
  68. Cover: Tells the story of their big success Headline: The substance of the cover story Sidebars: Interesting facts about the story Quotes: Quotes from potential end users of the solution Brainstorm: documenting initial ideas (this is important!) Images: Supporting the content with illustrations Cover Story is a game about pure imagination. The purpose is to think expansively around an ideal future state for the organization; it’s an exercise in visioning. The object of the game is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine. The players must pretend as though this future has already taken place and has been reported by the mainstream media. This game is worth playing because it not only encourages people to “think big,” but also actually plants the seeds for a future that perhaps wasn’t possible before the game was played The reason that this works particularly well for SharePoint is that there are a number of possible visions that an organization may have for the platform. The Cover Story game gives you enough structure to ensure that you get tangible examples without constraining users from being able to really explore the many possible end states. At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
  69. Cover: Tells the story of their big success Headline: The substance of the cover story Sidebars: Interesting facts about the story Quotes: Quotes from potential end users of the solution Brainstorm: documenting initial ideas (this is important!) Images: Supporting the content with illustrations Cover Story is a game about pure imagination. The purpose is to think expansively around an ideal future state for the organization; it’s an exercise in visioning. The object of the game is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine. The players must pretend as though this future has already taken place and has been reported by the mainstream media. This game is worth playing because it not only encourages people to “think big,” but also actually plants the seeds for a future that perhaps wasn’t possible before the game was played The reason that this works particularly well for SharePoint is that there are a number of possible visions that an organization may have for the platform. The Cover Story game gives you enough structure to ensure that you get tangible examples without constraining users from being able to really explore the many possible end states. At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
  70. Cover: Tells the story of their big success Headline: The substance of the cover story Sidebars: Interesting facts about the story Quotes: Quotes from potential end users of the solution Brainstorm: documenting initial ideas (this is important!) Images: Supporting the content with illustrations Cover Story is a game about pure imagination. The purpose is to think expansively around an ideal future state for the organization; it’s an exercise in visioning. The object of the game is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine. The players must pretend as though this future has already taken place and has been reported by the mainstream media. This game is worth playing because it not only encourages people to “think big,” but also actually plants the seeds for a future that perhaps wasn’t possible before the game was played The reason that this works particularly well for SharePoint is that there are a number of possible visions that an organization may have for the platform. The Cover Story game gives you enough structure to ensure that you get tangible examples without constraining users from being able to really explore the many possible end states. At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
  71. Cover: Tells the story of their big success Headline: The substance of the cover story Sidebars: Interesting facts about the story Quotes: Quotes from potential end users of the solution Brainstorm: documenting initial ideas (this is important!) Images: Supporting the content with illustrations Cover Story is a game about pure imagination. The purpose is to think expansively around an ideal future state for the organization; it’s an exercise in visioning. The object of the game is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine. The players must pretend as though this future has already taken place and has been reported by the mainstream media. This game is worth playing because it not only encourages people to “think big,” but also actually plants the seeds for a future that perhaps wasn’t possible before the game was played The reason that this works particularly well for SharePoint is that there are a number of possible visions that an organization may have for the platform. The Cover Story game gives you enough structure to ensure that you get tangible examples without constraining users from being able to really explore the many possible end states. At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
  72. Cover: Tells the story of their big success Headline: The substance of the cover story Sidebars: Interesting facts about the story Quotes: Quotes from potential end users of the solution Brainstorm: documenting initial ideas (this is important!) Images: Supporting the content with illustrations Cover Story is a game about pure imagination. The purpose is to think expansively around an ideal future state for the organization; it’s an exercise in visioning. The object of the game is to suspend all disbelief and envision a future state that is so stellar that it landed your organization on the cover of a well-known magazine. The players must pretend as though this future has already taken place and has been reported by the mainstream media. This game is worth playing because it not only encourages people to “think big,” but also actually plants the seeds for a future that perhaps wasn’t possible before the game was played The reason that this works particularly well for SharePoint is that there are a number of possible visions that an organization may have for the platform. The Cover Story game gives you enough structure to ensure that you get tangible examples without constraining users from being able to really explore the many possible end states. At the end of the time period, usually an hour, get the groups to present their cover story, essentially their vision of SharePoint, to the rest of the groups and then discuss.
  73. You haven’t seen the MGM intranet, so use your knowledge of your own intranet to visualize the future.
  74. We’ve looked how gamestorming can help, let’s dig in to another type of visual tool
  75. Mind mapping is not new Been around a long time, and used for brainstorming
  76. XMind is a shareware system that does a lot of what Mind Manager does.
  77. This is a recap
  78. Four symbols, very simple (tricky to master)
  79. How can we look at requirements from a different perspective? We’ve seen how the Cover Story game can surface the goals that the business often has trouble articulating. Now, we’re going to use a game to surface the underlying drivers and potential roadblocks to success.
  80. The game Speedboat is a quick and painless way to gain insight and understanding into the current state of the situation –
  81. The principle of the game is to draw a boat with couple of anchors and engines. (in this example we simply used post-its) The boat should be named to represent a focus area (especially if you are going to examine large group of problems). After that you can apply grouping, sorting and/or voting the same way as you know in retrospective in agile/scrum. Result: a lot of ideas get presented without any hassles and participants freely promote possible/expected solutions that can be immediately changed into action items Speed Boat game allows not just open minds, but efficiently provides a strategy how to solve your problems. Additionally, trust and expectations are more clear.
  82. Ask team members to write what is slowing down the boat (one idea per card/post-it) and to pin the card to anchor or below water level
  83. After that you can apply grouping, sorting and/or voting the same way as you know in retrospective in agile/scrum. Result: a lot of ideas get presented without any hassles and participants freely promote possible/expected solutions that can be immediately changed into action items Speed Boat game allows not just open minds, but efficiently provides a strategy how to solve your problems. Additionally, trust and expectations are more clear.
  84. Let team members to write ideas what can speed up the boat and pin cards to an engine (if you have a speedboat) or above the boat (if you have a sailboat) to represent “wind in the sails”.
  85. After that you can apply grouping, sorting and/or voting the same way as you know in retrospective in agile/scrum. Result: a lot of ideas get presented without any hassles and participants freely promote possible/expected solutions that can be immediately changed into action items Speed Boat game allows not just open minds, but efficiently provides a strategy how to solve your problems. Additionally, trust and expectations are more clear.
  86. The principle of the game is to draw a boat with couple of anchors and engines. (in this example we simply used post-its) The boat should be named to represent a focus area (especially if you are going to examine large group of problems). After that you can apply grouping, sorting and/or voting the same way as you know in retrospective in agile/scrum. Result: a lot of ideas get presented without any hassles and participants freely promote possible/expected solutions that can be immediately changed into action items Speed Boat game allows not just open minds, but efficiently provides a strategy how to solve your problems. Additionally, trust and expectations are more clear.
  87. Other tools/techniques that use visual/tactile approach
  88. A technique to get input or feedback from users You may have great ideas of how to organize you intranet, but you users may have different ideas
  89. To continue to quote Donna: Card sorting is best understood not as a collaborative method for creating navigation, but rather as a tool that helps us understand the people we are designing for.
  90. In an open sort, people are not given any categories, they just have to organize concepts into groups. In a closed sort, people are told the headings and then they have to sort concepts under the categories that they’ve been given
  91. The analysis can be useful, but it is the process of watching people do the sorts that helps provide the real value
  92. It’s a method to test how well your site structure guides site-users to the content they are looking for This is a simple and cost effective method for assessing the proposed site architecture, prior to wire framing avoiding difficult and expensive rework.
  93. Create a set of menus (paper or online) based on your draft site structure
  94. Develop a set of scenarios or tasks that represent how staff will use the site.
  95. Recruit a range of site-users that represent the target audience for the site/solution
  96. Observe staff members actions as they “look” for the information listed in each scenario
  97. Analyze the successes and failures of the site structure and refine what you have and retest Remember the staff themselves never fail
  98. Rinse and Repeat until desired result is achieved
  99. This tool called ‘Balsamiq’ makes it extremely simple and fast to make wireframes. They look cartoonish, but that makes it easy to focus on what’s important (not color, font, etc.)
  100. This is where The SharePoint Requirements Rainbow game comes in This collaborative game originated by the ‘21apps’ team is a game to help teams clarify the requirements and user stories they create. It provides a way to help teams ensure the requirements that are defined add value, have some way of measuring this and importantly aligning them to the vision with a clear Why? The facilitator lists all the finalized requirements on the outermost requirements rainbow. Once the customer agrees to the listed requirements, project team and the customer move the in-scope requirements into the scope rainbow. This helps in clarifying the scope of the project or the product. How to measure the success? The customer define the success criteria of the in-scope project requirements to the project team. The customer brainstorms on how to measure the benefit to the organization for the in-scope requirements. Eventually in long run, the customer’s executive management needs to know the value addition the project is bringing to the organization in order to get a continuation or further funding.
  101. This is where The SharePoint Requirements Rainbow game comes in This collaborative game originated by the ‘21apps’ team is a game to help teams clarify the requirements and user stories they create. It provides a way to help teams ensure the requirements that are defined add value, have some way of measuring this and importantly aligning them to the vision with a clear Why? The facilitator lists all the finalized requirements on the outermost requirements rainbow. Once the customer agrees to the listed requirements, project team and the customer move the in-scope requirements into the scope rainbow. This helps in clarifying the scope of the project or the product. How to measure the success? The customer define the success criteria of the in-scope project requirements to the project team. The customer brainstorms on how to measure the benefit to the organization for the in-scope requirements. Eventually in long run, the customer’s executive management needs to know the value addition the project is bringing to the organization in order to get a continuation or further funding.
  102. This is where The SharePoint Requirements Rainbow game comes in This collaborative game originated by the ‘21apps’ team is a game to help teams clarify the requirements and user stories they create. It provides a way to help teams ensure the requirements that are defined add value, have some way of measuring this and importantly aligning them to the vision with a clear Why? The facilitator lists all the finalized requirements on the outermost requirements rainbow. Once the customer agrees to the listed requirements, project team and the customer move the in-scope requirements into the scope rainbow. This helps in clarifying the scope of the project or the product. How to measure the success? The customer define the success criteria of the in-scope project requirements to the project team. The customer brainstorms on how to measure the benefit to the organization for the in-scope requirements. Eventually in long run, the customer’s executive management needs to know the value addition the project is bringing to the organization in order to get a continuation or further funding.
  103. This is where The SharePoint Requirements Rainbow game comes in This collaborative game originated by the ‘21apps’ team is a game to help teams clarify the requirements and user stories they create. It provides a way to help teams ensure the requirements that are defined add value, have some way of measuring this and importantly aligning them to the vision with a clear Why? The facilitator lists all the finalized requirements on the outermost requirements rainbow. Once the customer agrees to the listed requirements, project team and the customer move the in-scope requirements into the scope rainbow. This helps in clarifying the scope of the project or the product. How to measure the success? The customer define the success criteria of the in-scope project requirements to the project team. The customer brainstorms on how to measure the benefit to the organization for the in-scope requirements. Eventually in long run, the customer’s executive management needs to know the value addition the project is bringing to the organization in order to get a continuation or further funding.
  104. This is where The SharePoint Requirements Rainbow game comes in This collaborative game originated by the ‘21apps’ team is a game to help teams clarify the requirements and user stories they create. It provides a way to help teams ensure the requirements that are defined add value, have some way of measuring this and importantly aligning them to the vision with a clear Why? The facilitator lists all the finalized requirements on the outermost requirements rainbow. Once the customer agrees to the listed requirements, project team and the customer move the in-scope requirements into the scope rainbow. This helps in clarifying the scope of the project or the product. How to measure the success? The customer define the success criteria of the in-scope project requirements to the project team. The customer brainstorms on how to measure the benefit to the organization for the in-scope requirements. Eventually in long run, the customer’s executive management needs to know the value addition the project is bringing to the organization in order to get a continuation or further funding.
  105. This is where The SharePoint Requirements Rainbow game comes in This collaborative game originated by the ‘21apps’ team is a game to help teams clarify the requirements and user stories they create. It provides a way to help teams ensure the requirements that are defined add value, have some way of measuring this and importantly aligning them to the vision with a clear Why? The facilitator lists all the finalized requirements on the outermost requirements rainbow. Once the customer agrees to the listed requirements, project team and the customer move the in-scope requirements into the scope rainbow. This helps in clarifying the scope of the project or the product. How to measure the success? The customer define the success criteria of the in-scope project requirements to the project team. The customer brainstorms on how to measure the benefit to the organization for the in-scope requirements. Eventually in long run, the customer’s executive management needs to know the value addition the project is bringing to the organization in order to get a continuation or further funding.
  106. Here is an example: Here is how to setup and facilitate the Requirement Rainbow game Draw or Print out a requirements rainbow Have the team stand around the rainbow You need 1 facilitator and 1 scribe/observer The facilitator lists all the finalized requirements on the outermost requirements rainbow. Once the customer agrees to the listed requirements, project team and the customer move the in-scope requirements into the scope rainbow. This helps in clarifying the scope of the project or the product. How to measure the success? The customer define the success criteria of the in-scope project requirements to the project team. The customer brainstorms on how to measure the benefit to the organization for the in-scope requirements. Eventually in long run, the customer’s executive management needs to know the value addition the project is bringing to the organization in order to get a continuation or further funding. Only then do you move onto the next requirement and repeat the same process The end result is a set of well defined, well understood, measurable requirements that have value statements that map back to the vision. This process can also help flush out requirements that don’t belong or add value to the overall solution