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Sitback Ux Workshop Toolkit
Sitback Ux Workshop Toolkit
1. Start with the empty template No need to recall workshop activities from memory
Stick the workshop script template on
the wall and write down the objectives Better overview of the session (1 page script)
and logistical details about your session.
Easy to move blocks around in your script
2. Add workshop activities
Pick the script blocks (activities, recaps Facilitates a more collaborative approach
and breaks) you need for your session
and add them to the script template.
3. Review the flow of the session Hope you enjoy using it!
Get feedback from other people and move
To ensure we keep improving the tool, please send your
the script blocks around until you are
feedback to elena.sanchez@sitback.com.au
happy with your final workshop script.
THE BASICS KEY CONSIDERATIONS HOW TO CHOOSE BETWEEN DIFFERENT WORKSHOP ACTIVITIES FOR YOUR WORKSHOP
behaviours and ideas with the aim to • Does your workshop need to cover any topic that participants may feel uncomfortable discussing in a group
Useful to understand what users perceive as • If users struggle, start by drawing a simple mindmap of
setting? (If so, consider using another method) related products or services, why and how an unrelated topic as a group so they can see an
design better products and services. MINDMAP
they buy/use them example.
3. Plan your workshop logistics (participants, space, date…)
Types of workshops
• Who are the participants for the workshops? (Be careful with internal staff and mixing different levels of
• User research workshop Useful to understand how people structure
hierarchy, as people may not feel open to discuss certain opinions or behaviours in front of their boss) • Do not use more than 20-30 cards, it'll take too long
CARDSORTING these contents in their mind and what to
• Business requirements workshop and the task can be overwhelming.
• How will you recruit the participants? (Include 1 or 2 extra people to cover for no-shows and cancellations) consider to define the IA
• Ideation or Co-design workshop • Will the participants receive any incentive for their time in the workshop?
• Product roadmap workshop • What is the best time and duration for the workshop? (Business hours or after work…) • As a follow-up, you can place each idea on the wall and
Useful to force everyone to come up with
• Feedback/Refinement workshop • Where are you running your workshop? (Is it formal or informal, accessibility, recording options…) ask a pre-defined set of questions for
BRAINSTORMING their own ideas, listen to everyone's ideas
each idea (table layout) to make sure you really
• Team mission alignment workshop • How are you going to capture the information from your workshop? (Bring a note taker if possible, you can and then build upon each others' ideas
understand each idea and its implications.
• ... also record the session or setup a live feed and invite your stakeholders to observe from another room)
Prioritising
• Facilitate dialogue between people Useful to force stakeholders/users to think • You can print your own fake money or use "fake money"
DISTRIBUTING MONEY
from different teams, backgrounds or 6. Relax and enjoy facilitating the workshop about the relative importance of their goals from Monopoly or similar board games.
• Have you explained the purpose of the workshop and their rights as participants?
user profiles
• Have you asked for permission before you start recording the session?
• Gather insights from subject matter
• Are you giving all participants the same opportunities to talk? Useful to prioritise features in a product
experts or users X/Y AXIS backlog considering 2 dimensions (e.g.
• As a follow-up, you can ask the group to agree on a
• Are you vigilant in not asking leading questions, sharing your opinion or making judgments? consolidated list ordered by priority.
• Identify current frustrations importance/urgency and effort required)
• Are you keeping an eye on the time during the session to make sure you don’t run overtime?
• Generate ideas for future state
• Have you thanked the participants for their contributions and informed them of any next steps?
• Agree on vision, direction and
Useful to exhaustively identify all the
priorities as a group • As a follow-up, you can ask each group to assign dots
7. Analyse and document the outcomes RED AND GREEN positives and negatives of a product
to the top 3 positives and top 3 negatives.
(even if one dominates)
What were the outcomes of the workshop?
What are UX workshops NOT the What were the common trends across the different participants?
Gathering feeback
best method for? What were the divergences between the participants? • As a follow-up, you can ask the participants to vote for
Useful to let users have a go at a task that
Any interesting anecdotes or powerful personal stories? the preferred updated versions and/or have a second
• Confirm an idea will be a success MODIFY/ADD/REMOVE can not be completed from scratch (long,
attempt after hearing what each group changed and
Have you answered all your research questions or do you need more research? complicated, several skillsets required..)
• Test the usability of your product why.
• Fine-tune small design details What is the best format to document and share the findings from the workshop with others?
• Get an in-depth understanding of Useful to reflect, facilitate honest • As a follow-up, you can write down the key ideas,
8. Reflect on your workshop preparation and facilitation skills PICTURE CARDS conversations and share personal summarise the common topics back to them at the end
individual personal experiences
What are the learnings for the next time you have to prepare and/or run a workshop? perspectives/experiences/opinions and ask participants if they have anything to add.
•
- (Workshop duration)
-
(Participants)
-
Instructions Materials
INTRO
Thank participants for taking part in this session. • Name tags
To identify participants
Introduce yourself, explain the context and the purpose of the session. • Markers
and their context
Go around the room and ask participants to introduce themselves and share their _______________
____ minutes ___________________________________(e.g. role, specific expertise, what products they own).
WRAP UP
Thank participants for attending and let them know the next steps.
____ minutes
TOTAL TIME:
Draw a timeline from when you ___________ until ____________ and ____________________________ ________________
TIMELINE
write a post-it for each event: ____________________________ ________________
____________________________ ________________
To understand
How and when did you _______________________? ____________________________ ________________
processes or journeys
How and when did you________________________? ____________________________ ________________
(how to do a specific task
How and when did you________________________? ____________________________ ________________
or interactions over time)
____________________________ ________________
If some participants finish quickly, ask them to add context/ people ____________________________ ________________
___ minutes
/devices/products/ _____________to each post it. ____________________________ ________________
Around the room, everyone explains their timeline to the group. ____________________________ ________________
Draw a mindmap capturing all the relationships you currently have ____________________________ ________________
MINDMAP with institutions within the ______________________industry. ____________________________ ________________
____________________________ ________________
To map user relationships Add to the mindmap all the products/services you currently have ____________________________ ________________
with a specific industry or use from each of these institutions. ____________________________ ________________
or type of products ____________________________ ________________
OPTIONAL: Add any other past/extinguished relationship with ____________________________ ________________
___ minutes institutions/products/services and mark them with a cross. ____________________________ ________________
____________________________ ________________
Around the room, everyone explains their mindmap to the group. ____________________________ ________________
Instructions Followup
Followup questions
questions Materials
Materials
Understanding mental models
Instructions Followup
Followup questions
questions Materials
Materials
What we are trying to explore today is ____________________________ ________________
Ideation and co-creation
Instructions Followup
Followup questions
questions Materials
Materials
_____________________________________________________
To involve people in the
We have created a set of building blocks (paper sketches) that might
design process and collect
be worth considering including in the design. Feel free to use all the
ideas about items to be
building blocks provided, only a few, or create your own.
included/excluded,
You can also scribble on each building block to add considerations.
priority, flow and layout
Distribute the different options on a wall or over the table. Each person
ASSIGNING DOTS or group receives a limited number of dots. They need to stick them to
the most important options for them.
Prioritising
To prioritise a list of
options using a limited (They can assign the dots in different ways: one dot to 3 different
amount of dots options, 3 dots to the same option or 1 dot to one and 2 to another)
___ minutes OPTIONAL: Go around the room and each person explains where they
assigned their dots and why.
To prioritise a list of and they need to assign amounts depending upon importance. Followup questions ________________
options using a limited ________________
amount of money (You can assign the money in different ways: all the money to one ________________
option or different amounts of money to several options…) ________________
___ minutes ________________
Optional: Go around the room and each person explains where they ________________
assigned their money and why. ________________
____________________________ ________________
_____________________________________________________ ____________________________ ________________
To identify strengths &
weaknesses of current ____________________________ ________________
Each group/ person, take a copy and mark in green what you think ____________________________ ________________
interfaces/designs
works and in red what you think does not work and could be improved. ____________________________ ________________
___ minutes ____________________________ ________________
Around the room, each group/person shares what they marked in green ____________________________ ________________
and red and why (all things or just the 3 most important ones) ____________________________ ________________
(Purpose)________________
_______________________
_______________________
___ minutes
Instructions
(Purpose)____________________
(Purpose)________________ ________________
Followup questions ________________
___________________________
_______________________
________________
___________________________
_______________________ ________________
________________
___ minutes
___ minutes ________________
________________
Instructions
Instructions Followup questions Materials needed
(ACTIVITY TITLE)
(ACTIVITY
____________________________ ________________
)________________
TITLE_______________________ _____________________________________________________________
____________________________ ________________
______________________________________________________________ ____________________________ ________________
Custom activity
(Purpose)____________________
(Purpose)________________ ____________________________ ________________
______________________________________________________________ ____________________________ ________________
___________________________
_______________________
______________________________________________________________ ____________________________ ________________
___________________________
_______________________ ____________________________ ________________
______________________________________________________________ ____________________________ ________________
___ minutes
___ minutes _______________________________________________________________ ____________________________ ________________
____________________________ ________________
RECAP
To present research insights or
other info as context for next
activity or the full workshop
___ minutes
RECAP
To present research insights or
other info as context for next
activity or the full workshop
___ minutes
RECAP
To present research insights or
other info as context for next
activity or the full workshop
___ minutes
BREAK
____ minutes
BREAK
____ minutes
BREAK
____ minutes