Rapid Contextual Design: A How-to Guide to Key Techniques for User-Centered Design
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Table of contents
- Contentsxi
- About This Bookix
- Acknowledgementsxix
- Chapter 1. Introduction21
- What steps of Contextual Design are covered in Rapid Contextual Design?22
- What is rapid about Rapid CD?24
- How do I get my organization to adopt a customer centered design process?26
- What is CDTools?27
- What project examples do we use?28
- Terms30
- Chapter 2. Planning Your Rapid CD Project33
- Is your project a good candidate for Rapid CD?34
- What if your project has a larger scope?35
- What type of Rapid CD should you use?37
- The Rapid CD team40
- Who are your stakeholders?42
- Do you have a predefined software methodology?43
- Managing your project46
- Sample schedules48
- Gathering data on the road60
- Using parallel interpretation sessions to move faster60
- Chapter 3. Planning Your Contextual Interviews63
- Key concepts63
- Who should you interview?64
- What contexts should be sampled?65
- How do you balance job roles within context?67
- What style of interview will you use?69
- What logistics do you need to consider?71
- How do you find and set up the customer visits?72
- Chapter 4. The Contextual Inquiry Interview79
- Definition80
- Key concepts80
- CI process checklist80
- Confirm the interview81
- Give an introductory group talk82
- Deal with the unexpected issues84
- Go to the workspace85
- Run the interview85
- Get ready to interpret after the interview95
- Tips95
- Chapter 5. Contextual Interview Interpretation Session101
- Definition102
- Key concepts102
- Interpretation102
- Prepare a team room103
- Identify the interpretation team103
- Identify who will play each interpretation session role106
- Capture the user and organization profiles109
- Capture affinity notes and work models113
- Capture insights119
- Conduct a share session120
- Chapter 6. Work Modeling123
- Definition124
- Key concepts124
- Work modeling during an interpretation session125
- The sequence model126
- The artifact model133
- The physical model136
- Chapter 7. Consolidated Sequence Models141
- Definition142
- Key concepts142
- Consolidation process142
- Choose sequences to consolidate142
- Prepare for consolidation143
- Start consolidation144
- Finish the consolidation156
- Tips156
- Example: Agilent consolidated sequence157
- Chapter 8. Building an Affinity Diagram159
- Definition160
- Key concepts160
- Affinity building process160
- Decide when to build the affinity diagram161
- Identify the affinity building team162
- Prepare to build the affinity163
- Introduce the affinity building process164
- Place all affinity notes on the wall168
- Add Blue labels169
- Reorganize the wall„add Pink and Green labels173
- Creating the final affinity„rolling in new data178
- Chapter 9. Using Contextual Data to Write Personas181
- Definition182
- Key concepts182
- Personas182
- Choose the personas to write184
- Identify representative users for each persona185
- Identify goals, roles, and tasks for each persona185
- Write the persona188
- Write a user scenario„an extended task description190
- Check your personas190
- Chapter 10. Walking the Affinity and Consolidated Sequences193
- Definition194
- Key concepts194
- Process for walking the data194
- Prepare the data and the room for the data walk195
- Gather people to walk the data195
- Prepare visitors to walk the wall196
- Introduce the wall walk process197
- Walk the affinity and monitor the process199
- List key issues and hot ideas from the affinity202
- Introduce the sequence walk process205
- Walk the sequence models206
- List key issues and hot ideas from the sequences206
- Sharing and re-using your data207
- Chapter 11. Visioning a New Way to Work209
- Definition210
- Key concepts210
- Process for visioning210
- Prepare for visioning211
- Invite people to vision211
- Review how to vision212
- Review issues and hot ideas217
- Define parameters for the vision217
- Select a hot idea for the first vision218
- Run the visioning session220
- Evaluate the vision222
- Create one consolidated vision225
- Example: Shopping225
- Chapter 12. Storyboarding229
- Definition230
- Key concepts230
- Process for storyboarding230
- Prepare the room, data, and supplies231
- Gather people to storyboard231
- Choose where to start232
- Review how to storyboard232
- Walk the vision235
- Collect issues from the affinity and consolidated sequence235
- Work out your approach to the task in a low-level vision235
- Identify pluses and minuses for the low-level vision236
- Draw the storyboard237
- Check storyboard against the consolidated sequence241
- Share the storyboard242
- Rework the storyboard243
- Go on to the next storyboard243
- Chapter 13. Testing with Paper Prototypes245
- Definition246
- Key concepts246
- Paper prototyping process246
- Plan your rounds of iteration247
- Prepare data and space248
- Walk storyboards to identify components250
- Brainstorm and define interface components251
- Share all UIs254
- Build the prototypes255
- Build subsequent prototypes to test with users257
- Chapter 14. Paper Prototype Interviews261
- Definition262
- Key concepts262
- Paper prototype process262
- Set up mock-up interview visits263
- Schedule enough time to iterate the design and prototypes263
- Get organized before you leave the office264
- Give an introductory talk264
- Go to the work space264
- Run the interview265
- Tips271
- Conduct the interpretation session275
- Iterate the design276
- Finalize the design277
- Chapter 15. Rapid CD and Other Methodologies279
- Rapid CD for an Agile development process288
- Rapid CD can augment other methods290
- Chapter 16. Issues of Organizational Adoption291
- What project should we start with?292
- How do I create a buzz?292
- What’s the ROI on user-centered design?293
- How can I overcome resistance?294
- Focus on success299
- Appendix301
- Suggested Supply List301
- Index307
- Figure Credits315
- About the Authors317
Is it impossible to schedule enough time to include users in your design process? Is it difficult to incorporate elaborate user-centered design techniques into your own standard design practices? Do the resources needed seem overwhelming?
This handbook introduces Rapid CD, a fast-paced, adaptive form of Contextual Design. Rapid CD is a hands-on guide for anyone who needs practical guidance on how to use the Contextual Design process and adapt it to tactical projects with tight timelines and resources.
Rapid Contextual Design provides detailed suggestions on structuring the project and customer interviews, conducting interviews, and running interpretation sessions. The handbook walks you step-by-step through organizing the data so you can see your key issues, along with visioning new solutions, storyboarding to work out the details, and paper prototype interviewing to iterate the design—all with as little as a two-person team with only a few weeks to spare!
*Includes real project examples with actual customer data that illustrate how a CD project actually works.
*Covers the entire scope of a project, from deciding on the number and type of interviews, to interview set up and analyzing collected data. Sample project schedules are also included for a variety of different types of projects.
*Provides examples of how-to write affinity notes and affinity labels, build an affinity diagram, and step-by-step instructions for consolidating sequence models.
*Shows how to use consolidated data to define a design within tight time frames with examples of visions, storyboards, and paper prototypes.
*Introduces CDTools™, the first application designed to support customer-centered design.
This handbook introduces Rapid CD, a fast-paced, adaptive form of Contextual Design. Rapid CD is a hands-on guide for anyone who needs practical guidance on how to use the Contextual Design process and adapt it to tactical projects with tight timelines and resources.
Rapid Contextual Design provides detailed suggestions on structuring the project and customer interviews, conducting interviews, and running interpretation sessions. The handbook walks you step-by-step through organizing the data so you can see your key issues, along with visioning new solutions, storyboarding to work out the details, and paper prototype interviewing to iterate the design—all with as little as a two-person team with only a few weeks to spare!
*Includes real project examples with actual customer data that illustrate how a CD project actually works.
*Covers the entire scope of a project, from deciding on the number and type of interviews, to interview set up and analyzing collected data. Sample project schedules are also included for a variety of different types of projects.
*Provides examples of how-to write affinity notes and affinity labels, build an affinity diagram, and step-by-step instructions for consolidating sequence models.
*Shows how to use consolidated data to define a design within tight time frames with examples of visions, storyboards, and paper prototypes.
*Introduces CDTools™, the first application designed to support customer-centered design.