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Design Thinking: Methods & Tools

Empathize Ideate

Define Prototype

Test

Stanford d.School (2012)

What to look for in the data you gathered:

OBSERVATIONS FINDINGS INSIGHTS NEEDS


Descriptions of things that could be seen. Interesting things you learn about your Inferred and deep understanding of Activities and desires with which people
participants based on direct observations something that explains the WHY behind need help. Needs are verbs, not nouns
Example: “35 students have breakfast in the or what they said. Findings help put a finding. One way to identify insights is (solutions). Needs help give direction to
dining hall before 11 am” all the data in buckets, and people in to identify “tensions”, “contradictions”, the design process as they inform design
categories. These can be facts, issues, and “surprises” in what interviewees say decisions.
needs, likes, dislikes, goals, etc. and do.
Example: “Students need to have breakfast”
Example 1: “Some students like to wake up at Example: “Students wake up just before class
11 am just before their first class” because they don’t like interacting with other
students”
Example 2: “Most students who wake up at
11 am don’t like to interact with other students”

ENT 200: Design Thinking: Methods & Tools 1


Contextual Interviews

What is it? How is it done? Data you should gather from interviews:
Contextual interviews are conducted to gain a 1. DEFINE TOPICS & INTERVIEW GUIDE: When you are interviewing your VAGUE FIELD DETAILED FIELD NOTES
deeper understanding of people’s environment, As a team, outline a list of assumptions, topics goal is to capture what you see NOTES Aim for this level of detail in your notes!
how they see the world, and specifically about or issues you want to explore during the interview and what each participant says 'Yes. Well, 'Yes, well, I think with task two it was
their feelings and thoughts on the problem that will help you gain a better understanding of as accurate as possible. Write I don't know.' slightly easier, because it was my field,
you are working on. This approach provides a the problem. Determine a specific order or a flow what you see and hear without and I knew the associations that are well-
window into their general experiences, intents, in which you will approach each topic but you paraphrasing. She doesn't respected. But with medicine I don’t
motivations, values, perceptions, and struggles. don’t need to write exact questions (unless you know the know… I don’t know the important bodies
Aim to elicit many words from answer. of, you know, the important medical
would find that useful). organisations, so, I don’t know for sure
Contextual interviews are more effective when your interviewee: about things
which ones to look at'.
they are combined with observations because 2. RECRUIT PARTICIPANTS: Avoid they like, dislike, feelings and
practical demonstration of something (e.g. how interviewing your best friends! It will be harder emotions, goals, motivations, The mall is Sunday 4:30 pm
to do a task, how to use a product) reveals to ask unbiased questions. It is best to interview struggles, stories, what makes crowded and I'm standing next to computer store from
many steps and nuances that are absent from friends of friends or just strangers. them happy or sad, and why, cold. where I can clearly see the information map.
verbal accounts. People take obvious details for what they do everyday, etc.
granted, forgetting to mention them. To conduct The mall is crowded, most people are
families with young children (3-7 years old).
these interviews, you go to the interviewee’s Interview in pairs and/or record Families seem relaxed, some stop to look at
environment (e.g. dining hall, dorm). each session! the "information map", others already seem
to know where they are going.

3. FOLLOW BASIC INTERVIEW STRUCTURE (30-45 min):

1 2 3 4 5 6 7
Introduce Ask Initiate Ask in-depth Ask to unpack Wrap Thank
Yourself demographic conversation questions to stories & for specific up person!
questions with general understand what they examples
questions think and feel about
Gender, hometown,
class (junior, senior, About their life, what the problem Ask WHY!
etc.), major, etc. they do, how they
are feeling, etc.
Ask for STORIES!
This is the core of the interview!
ENT 200: Design Thinking: Methods & Tools 2
Empathy Maps

1.SAY 2. DO BOX 1: USE THE FOLLOWING QUESTIONS TO


POPULATE EACH ACTIVITY:

SAY
• What did you hear the participant specifically saying?
• Which expressions, phrases or words did the participant
use frequently?
• What do they say about the problem you are exploring?

6. CHARACT.
DO
Look for both conscious and unconscious actions.

3. GOALS
Picture or
• What actions and behaviors did you notice?
Drawing • What was the participant doing?
• What activities did the participant enjoy?
• What specific things did the participant do daily?
• What behaviours did you notice?

GOALS
• What were the participant’s dreams and hopes?
• What was the participant trying to get done?
• How did the participant measure success?
• What results was the participant trying to achieve?
5. FEELINGS 4. PAINS
CHALLENGES OR PAINS
NEEDS & INSIGHTS • What were the participant’s fears?
Empathy map examples
• What were the participant’s frustrations?
• Was there anything that was painful for them to do?

Empathy map template FEELINGS


Emotions cannot be observed directly. You must infer them
by paying careful attention to various clues: e.g. body

What is it? How is it done? language, facial expressions, tone, choice of words.
• What emotions might your subject be feeling?
• How did the participant feel?
An Empathy Map is a tool to help 1. CREATE TEMPLATES: Divide a page into six 4. A
 DD A PICTURE OR DRAWING to represent the • How did the environment affect the participant’s feelings?
synthesize and categorize data sections. Think big: the size of each template should be emerging user and increase empathy. • How did the participant deal with their feelings?
gathered from observation and big enough for each team member to put a sticky note • Were their feelings manifested somehow through their
body language or the tone/pace/volume of their voice?
interview notes (so verbal and non- inside each section. 5. INTERPRET MAPS. After populating all activities of
verbal cues) into pre-determined each template, each resulting empathy map represents CHARACTERISTICS
activities. In each empathy map, 2. LABEL AND NUMBER EACH SECTION with an a group of participants that shares those similar feelings • Who are them? (gender, age, class, major, etc.)
you cluster data from across all activity. Numbering each section gives an explicit order and goals. These similarities may or may not respond to
participants of a study that show to the sequence of activities your team will examine. their demographic characteristics.
similar needs, goals, challenges,
and ways of thinking about a given 3. REVIEW RESEARCH DATA AND POPULATE 6. IDENTIFY NEEDS & INSIGHTS. Read each empathy
problem (so even if the data doesn’t each section using participant’s actual words. map and infer what needs and insights emerge. Write
come from the same person). See “BOX 1” for help on how to populate each section. them down on the bottom of each empathy map.

ENT 200: Design Thinking: Methods & Tools 3


Personas

What is it? Persona Name

Picture or
Personas are fictional profiles created to divide the Quote
Drawing
participants from a study based on similar needs. Each
persona combines similar perspectives on a conscious or
unconscious need. Each persona represents a synthesis of 1 Characteristics & Interests (e.g. mostly Freshmen, male, love sports, or love
characteristics, needs, likes and struggles of different COS, etc.)
people you have interviewed, rather than one actual
person.

How is it done?
1. R
 E-READ YOUR EMPATHY MAPS. Each empathy 2 Behaviors (e.g. how much they study, socialize, interact with others, wakes up
map represents a Persona as it provides psychographic early, late, eats alone or with friends, etc.)
information (interests, attitudes, goals, values, struggles,
etc.) about your participants.

2. P
 OPULATE PERSONA TEMPLATE. Populate
each dimension with a couple of sentences or bullet
points based on findings from your research. Write
directly on the sheet or use the post-it notes if you have a
big template. 3 Motivations or Goals (e.g. become a doctor, have many friends, be a good
student, etc..)
The goal of each persona is to clearly show their specific
needs in relation to the problem you are working on.
The more details you add, the more direction you would
have during idea generation, and the more others will
empathize with them.

3. A
 DD A NAME & VISUAL. Give each persona a name
and a “face” that summarizes their needs and who they 4 Needs & Struggles (e.g. need to feel less stressed, need to deal with pressure,
Each empathy map represents a Persona
would represent. need to make more friends, need to feel included, etc.)

4. A
 DD A QUOTE. For each persona, include a direct
quote (extracted from your data) to illustrate their
essence and add authenticity.

Persona template: Each Persona represents a segment of the


target audience that share similar needs and behaviors

ENT 200: Design Thinking: Methods & Tools 4


Affinity Diagram

What is it?
Use this tool to organize research data or ideas generated
during a brainstorming session. Ideas and data with similar
meaning or referring to similar topics are sorted and
clustered into groups, creating categories or themes.

How is it done? 
1. EXTRACT DATA. Write on individual post-its one idea,
interesting words or expressions from your research notes
(write big and clear not small!). Put all post-its on a wall or
whiteboard so each team member can see them.

2. O
 RGANIZE POST-ITS. Rearrange sticky notes, and
put those with related meaning together in columns
or clusters. Repeat these steps until all sticky notes are
included in a cluster.
When working with a team, a possible starting point is
for each person to choose the three ideas they find most
interesting and put them up as the first elements of a
cluster. Then each person looks for other post-it notes
with similar or related ideas. Post-it notes with ideas or
observations that fit in multiple places should be written
again for each cluster.

3. IDENTIFY THEMES. Once all sticky notes are


organized, read each column or cluster; combine any
columns with similar ideas or meaning. Each resulting
column or cluster is a theme. At the end of the process,
you should have four to six main themes.
Define a headline or concept that represents the main
idea of each theme. If you have many more (like 10
themes), re-read post-its within each theme to determine
whether they are unique and distinctive enough. Too
many themes often indicate overlapping meanings that Affinity diagram examples
can be merged.

ENT 200: Design Thinking: Methods & Tools 5


Four Quadrants Matrix

LONELINESS

PRACTICAL CREATIVE

PERSONA’S
Four Quadrants matrix examples NEEDS

2. PLOT IDEAS: Plot post-its with ideas in each quadrant, Four Quadrants template: Plot your team’s brainstorming session ideas
according to where they fall along the spectrum. This sorting step in each quadrant according to where they fall along the spectrum.

What is it? should be done together with your team. Discuss ideas if you are
unsure where they should fall. Write, combine or change any idea Idea Idea Idea Idea
Use this tool to organize ideas generated during a brainstorming as you see fit!
session. The matrix is based on sets of specific dimensions: Idea Idea Idea Idea
HORIZONTAL AXIS: level of creativity, and VERTICAL AXIS: degree of 3. EXPLORE AND DISCUSS IDEAS: Once all ideas are
connection with project topic and persona’s needs. plotted, analyze and rank them in each quadrant, to determine Idea Idea Idea
which ones have a balance between creative and practical
thinking, and also address persona’s needs and the overaching Idea Idea
How is it done?  problem. Ideas that fall in the middle of the matrix are more likely
to address all project criteria.
1. C
 REATE MATRIX: Divide a whiteboard into a 2x2 matrix with
opposing dimensions on each end of the spectrum of each axis: 4. SELECT AND DEVELOP: Narrow down ideas to two or three
•V
 ERTICAL AXIS: Loneliness (top) / Persona’s needs (bottom) that the team can start working and developing design concepts.
•H
 ORIZONTAL AXIS: Practical (left side) / Creative (right side) Write one sentence to summarize each selected idea.
ENT 200: Design Thinking: Methods & Tools 6
Storyboards

What is it?
A storyboard is a visual way to communicate ideas, concepts,
and stories to team members and stakeholders by introducing
context and presenting a realistic scenario. Key people, moments,
tasks or steps described in a scenario are represented by drawings
or collages, and put together as frames in a narrative form.

How is it done?
DEFINE IDEA IN DETAIL: As a team, determine key aspects
of your idea responding to the 5Ws and H questions:
• WHO: Who is the main character (this is your Persona!), and who are the
players that would be involved in your idea?
• WHAT: What is the idea about: a service, a product, an experience, etc.?
• WHERE: In what settings or locations would the idea occur or be manifested?
• WHEN: Is there a specific timeframe in which the idea would be used or https://sidlaurea.com/2015/10/30/collectively-thinking-design/
occured? Storyboard template: Create 4 or 6 frames depending on how much details you
• WHY: In which way this idea would mitigate the problem? Clearly indicate want to add to the story. Add a title and short description for each frame to help
how the idea would address the problem and respond to your intended you tell the story.
persona’s needs.
• HOW: In which way would your audience interact or be part of the idea?

DEFINE SCENARIO: Describe a specific moment in which


your intended persona would interact with or use your idea.
Determine key elements that would be involved in that experience,
and how it can be told in 4 or 6 frames.

DRAW SCENARIO AS FRAMES: Follow this structure to


help you illustrate each key component of your idea:
•F  RAME 1: Introduce the idea in a nutshell (what + why)
• FRAME 2: Introduce the intended persona in a nutshell (who/s)
• FRAMES 3-6: Explain how the idea would work using the scenario as an
example and including visual cues to establish context and setting, and
adding details (where, when + how). This is the meat of your storyboard!

Give the storyboard a title, and develop a narrative that


Storyboard examples
complements and explains the drawings to share your storyboard
with others. But don’t overthink it – it’s impressive how much you
can communicate in just a few minutes of drawing!

ENT 200: Design Thinking: Methods & Tools 7


User Journey maps Persona!

Post-its

Pfizer Finland Vaccines | Digital Strategy Workshop

Mapping the Vaccination Journey


Title
STAGE 1
PRE-VACCINATION STAGE 2
VACCINATION STAGE 3
POST-VACCINATION

1. Identify
activities
chronologically

2. Identify
people
involved

3. Identify
touchpoints

4. Identify
pain points

5. Identify
magic points

6. Identify gaps
/ unknowns

https://yzoedesign.wordpress.com/2013/05/06/user-journey-map-based-on-experience-prototyping-may-6/

User journey map examples User journey map template: The columns represent main stages in the
journey. The rows represent different types of activities, interactions, and
people involved in the journey, and how the intended audience feels at each
stage in the journey while interacting with your idea. Populate the last three
rows with data gathered after you have tested your idea. The squares represent
post-its which can be colour-coded as needed.

What is it? How is it done?


A User Journey Map is a visual representation of a persona’s DEFINE SCENARIO: Based on everything you have learned so 4. Simultaneously, identify people involved in the journey and at
interactions with an idea (e.g. journey through a service, the far about your intended persona, think of a scenario in which they each step, and any:
use of a product or the emotions of an experience) plotted would interact with or use your chosen idea. Define as many details • Touchpoints: instances where a persona interacts with your
chronologically. Journey maps can be created to: as you can about that interaction: when, where, why, what, how, who. idea to achieve their objectives
• Illustrate an ideal scenario. These maps are based on what • Pain points: challenges or struggles a persona faces along the
you think would happen from when a persona first would TO CREATE THE JOURNEY MAP: way when interacting with your idea
become aware of the idea to when they would stop using it, 1. Identify a persona’s points of view, experiences and emotions • Magic points: parts of the idea that worked well for a persona.
showing all the different points of contact in the journey. about the scenario’s main subject. 5. After mapping all this data as a sequence (this could involve
• Illustrate research findings. These maps are based on real 2. Identify and define broad steps that a persona goes through parallel tracks), identify any gaps and unknowns. These are parts
data after you have tested the idea. in that scenario to achieve their goal. Use these to create the of the journey that are unclear and parts where you would like to
journey’s general structure. learn more and explore further.
3. Identify activities and plot them chronologically as a sequence 6. You can add images or visuals to personalize the journey and
(timeline), following the general structure you created. facilitate empathic engagement.

ENT 200: Design Thinking: Methods & Tools 8

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