If you discover, that the group is in turmoil, you may need to spend some time in one-on-one stakeholder interviews ahead of the workshop to understand why that’s the case. We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. Here are some suggestions: Tip: As in any creative process, the solution can come easily or may need to be forced. Try pushing the ideas around as much as possible. Measuring your vision against these characteristics helps to shape and ensure the success of the vision. If people can't decide between two labels, keep them both. vision that created it. Most recently, I ran a multipart workshop about the vision of our support products that we repeated across design, product management, engineering, and marketing in both Dublin and San Francisco. The final part of setting the scene involves telling a story. These days companies of all sizes are looking for new ways to inspire, empower and motivate their employees in a way that is benevolent, morale-boosting, and equally self-serving. There are no rules for creating visions. Be creative about how you share the vision. You’re not looking to involve every stakeholder on the project; instead, try to encourage senior managers to get involved. But you would be wrong. There is very little facilitation involved as it is easy for people to grasp what they have to do and why they are doing it. Affinity diagramming (also called the KJ Method) is useful to gather meaning from the remaining ideas. The time to create the vision is after the workshop when your mind has had time to fully digest the ideas generated. If the vision you’ve designed in the workshop is set too far in the future, or you can’t see the steps to get there, then it needs to be brought within reach. A Fun Shared Vision Exercise Overview: The Cover Story engages participants in a creative visioning exercise to imagine their idea, project, or organization as a “cover story” for a published magazine. It’s worth spending a little extra time to get the details right. Because the flag is clearly visible, the team can tell if a step takes them nearer to or further from it. Using the least amount of words, try to capture all that’s important from the ideas people generated from the workshop. For instance, in our Flickr example, slow speed of upload would have a negative impact on user behavior; they may get frustrated and leave! Sharing your vision means that the right decisions will be made even when you’re not there. Vision- A clear, specific, compelling picture of what the organization will look like at a specific time in the future (one, two, or five years), including those few key metrics that define success. We’re thinking too small. Reproduction of this content outside UX Magazine is prohibited except as guided by standards of fair use. A visioning exercise is a powerful tool to use when engaging in strategic planning. Featured review. And bloated. Once you’re happy with the vision, capture it and the other insights from the vision-planning workshop in the Vision Template. Looks like you’ve clipped this slide to already. When you’ve exhausted all avenues, even if it’s not perfect, put the whole thing out of your mind. Be prepared to unpack overly general qualities into more specific ones. 2 day strategic visioning Workshop • 1 facilitator • Ideally 20-­24 participants (Grouped into 4 groups) • The Strategic Visioning Workshop is ideally held: – in a room that can accommodate 4 tables of 6 people, each table having its own ?lipchart. A good vision is based on a deep understanding on what’s important to people using the site. Give them about 20 – 30 minutes with soft music in the background. There’s nothing scarier than giving someone a blank piece of paper and saying, ‘Go, give me all your ideas.’ It takes clear and deliberate planning to run a kickass workshop. Rocking Chair Life Vision (plus 2 other) Exercises. The focus of the session is intended to be on … Here’s an example from a recent project I worked on with the folks at 3Sixty to create a vision for a UK financial publication. Using dot-voting exercise (also called a “spending exercise”), participants were asked to place a sticker (dot, star, asterisk) next to the item they felt was the most important. Have a sense of purpose, be attached to how why we exist / deliver value 3. Also create another group—a "parking lot"—for items that don't find a group. The workshop on strategic planning for Employers’ Organizations (EOs) is 4-day duration. This happens when one person, or a non-representative group of people on the project, creates the vision in the false hope that others will adopt it. It’s done in an intuitive and rapid way to encourage participants to follow their intuitive feeling rather than over-thinking and finding the “correct” values. Small companies and startups may already have a visionary leader who’s there to see their vision through. Bending these qualities this way and that, the following vision emerged: Clear, Chunked, Interconnected, and Surprising. If inspiration hasn’t hit you in the meantime, then go back and have fresh look at the qualities again. If you’re unsure about how good a touchstone your vision is, ask yourself the big question: would this vision be useful in making decisions during the design of the site? A key reason why visions fail is lack of buy-in. Then, what you offer at the end is to help them make it a reality! Vision Workshop Now it’s time to get the ideas flowing. But, in either case, they must give a clear and compelling picture. It also helps product managers and stakeholders strategically prioritize features for their roadmap. This time as a sentence: The quick and easy place to define and share your life through photos. Here’s the agenda for the workshop: Start by reiterating the goals of the workshop. • Few things are as powerful as shared vision. It’s worth experimenting with the elements you put in this template. Find the best team building activities, energisers, process facilitation and leadership development techniques. This workshop format proved to be a really effective way of generating a long list of prioritised prototype product vision statements within a short period of time. Repeated ideas can be placed on top of each other to capture popularity. Rating: 5.0 out of 5 a year ago. After the workshop, these attributes are used to craft the vision. Remind them that they only have three votes, so they should use them wisely! Find the time of day that will work best for you. 8 reviews. How Mature is Your Organization when it Comes to UX? See our Privacy Policy and User Agreement for details. We’ll see how this is done in the next section. The team exercise below is designed to be a manager-led session of eight hours over two days. This information will help participants get their heads into the problem space. Visioning. This one-pager helps capture all that has gone on in the workshop. You can change your ad preferences anytime. Be sure to capture these boundaries; they’ll prove invaluable as reference points to measure the vision against; once the vision works within the boundaries, you’ll know it’s attainable for the project. This vision encourages collaboration between departments and creates buyin. See our User Agreement and Privacy Policy. So why wait? Stories serve to ground the project in a real-world context by connecting design ideas to the people who’ll use the site. Without this coordinating force, people on projects are left to focus only on technical capabilities and features. This gives a broad life vision - and points to key life values which can be helpful when helping to identify a client's values. I found that the outputs of the workshop were insightful but difficult to design to: Accessible, Trustworthy, Practical, Surprising. Vision statements describe the organization’s purpose and goals through its core beliefs, or values. Using visions is a practice that successful companies have in common. Always keep the vision steps ahead, seeing exactly where you want to be and seeing yourself accomplishing what you want.” ~ W. Jonathan Poston. It’s okay if people are divided and you end up with more than one or two statements. It’s just words. (Twizzlers are a close second.) Recently, I co-founded Analog Coop and Mapalong. In the Vision Planning Workshop, you’ll use brainstorming techniques to capture the key attributes of the experience you want people to have with the site or product. For Disney, the most important feeling is possibly wonderment. Having focused on the key ideas, it's time to elaborate on them. It also helps to set some ground rules for the discussion, such as requiring it to stay focused on the product’s experience, rather its technology. It is a good exercise to use to … Learn how to crystallize your company vision with 8 key questions to align your leadership team. Our contributors and staff recommend these articles on for developing an understanding of experience design and jumpstarting your career. Telling the story of the experience users will have with the site, and capturing it in a vision upfront, ensures the site: With a shared vision in place, the process of design runs smoothly on an agreed path. With the challenges of cross-channel, cross-format, and device transitions, a coordinating force has never been more needed. Once complete, each pair will present what they’ve come up with. Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. This discussion-partner technique sets a warm and supportive tone ahead of the brainstorm. Seven Things Your Boss Needs to Know About UX, Why UX Designers Need to Think like Architects, Five Customer Experience Lessons Coffee Taught Me, Four Things I Learned about UX at Universal Studios, The (Sometimes) Giddy Experience of Learning Design, Share existing research, such as personas, Tell a typical user story to bring the experience to life, focus on what’s unique about the site experience, action detail that describes the way things happen, contextual detail, which helps people relate to the person in the story. Here are the patterns that emerged from UX Bristol: You’ll see that some items have asterisk next to them. Bring different qualities together to uncover new patterns and create new ideas—syntheses where the qualities come together like a jigsaw puzzle. Knowing the vision for the experience helps the agents support it better. Most of them are rich, often profound and always creative. A crucial element to any brand workshop is fun. A vision helps you stay on track, remain focused on the users, and involve clients in the design process in a meaningful way. After the workshop, these attributes are used to craft the vision. Most recently, I spoke at UX Bristol and Agile Cambridge. This is achieved by identifying a powerful vision your team members can be aligned to and underpinning it with agreed core values. The place to shape the vision and build shared ownership is in the vision planning workshop. Following the workshop I worked with the product team to produce a short list of the strongest product vision statements. The Rocking Chair Life Vision is a writing or journalling exercise where they imagine being 90, happy, healthy and look back over their life and what they have achieved. How do you want your users to feel? Without a standard approach, this valuable technique will not take its rightful place in the tool kit of UX professionals. Present the vision and its rationale back to the group. Show more Show less. To discover hidden patterns, ask people to sort the ideas into three or four groups based on their relationship to each other. Article No :810 | March 28, 2012 | by Alan Colville. In the absence of a visionary leader, you’ll need to create a shared vision. Here’s an example from a previous workshop using Flickr: Next, ask the group to choose the most important statement. Updated: Nov 6, 2019. Learn as much as you can about the participants before the workshop. If your organization falls in that category, contact The Brainzooming Group and let’s discuss how we can help you move through these and other strategic visioning exercises to create a vision … Prior to the workshop, compile a summary of existing research including personas, if they exist. Exercises. Shared visions keep projects on track and focused on the users, and involve clients in the design process in a meaningful way. It is very useful to design a new organization (formalization phase) or when the organization is driving a large-scale change (reinvention phase). It consists of the following modules: Module 1: Formulation of the vision, values and mission of the EOs Module 2: Assessment of EOs’ organizational capacity and identification of EOs’ members needs Module 3: Formulation of goals, strategic objectives and action plans PILLAR ONE. Hundreds of group facilitation activities for workshops, meetings and training sessions. These insights help manage the group dynamic to ensure the discussion is productive. Using posters to display the vision can be a very effective way of spreading the word. It pays to know the people in the workshop before you run it. Set the expectation that the vision, once created, may need to change if the project undergoes radical change. After 15 minutes, participants are asked to stick their notes on a whiteboard or wall and quickly present them. Labels can often be contentious. That sort of problem is easier to handle in an interview, and being prepared avoids any uncomfortable surprises in the workshop. It defines key results achieved and yet to be accomplished, the expected impact to the clients, and it describes specific behaviors that the organization must display to be successful. If any part of the vision doesn’t, then change it. Look back over the insight you’ve gathered about users to see the problems they face. In finding the core, look for the insight that most impacts the users behavior. Ask the question – “why is it important for us to have a mission and a vision?”. Jesse James Garrett says that an experience vision is “a clearly articulated touchstone to help make choices during the design and development of a web site.” It’s during design and development that the vision comes into it’s own. A mission statement might announce a company’s plans to be the fastest auto-detailing service in the region. Slides used in a client brainstorming workshop to establish a Vision Statement. One by one, each participant will present his/her vision for the organization as a whole, for his/her department as well as their personal vision. Give participants three votes each. This game was inspired by David Kiron and Michael Schrage’s MIT Sloan Management Review article, Strategy For and With AI. A messaging cheatsheet to make your brand more consistent November 2, 2018. You’ll need to talk people through your rationale. 6 vision overview • By itself, your vision statement doesn’t mean much. ith their girlfriends to have a few cocktails. They are easy to write, share, and remember. Emotions are the result of the holistic experience people have with a site or product when all the elements come together. Rough boundaries come from: Tips for creating these rough boundaries include: Each pair of participants should come up with three boundaries. Reviewing personas is a great way of getting people to put themselves in the user’s shoes. To recap, whether you’re designing a whole site or just a component, you need a shared vision of what the experience should be for users of the site. This course was great, Mellisa's enthusiasm was amazing and she offered some really good tools … The exercise is intended to help your team understand the importance of a team vision and articulate the core values, purpose, mission, and strategy that drive your work, as well as how you intend to get there. A vision is a constant reminder of how people use websites, not just look at them. They'll feel valued, and you'll learn from it. Ask students/group members what kind of community they would like to live in as an adult. Allow just five minutes for this exercise. Do whatever stimulates you—see a movie or go for a bike ride. I'm a Product Experience consultant, speaker, author, husband, and father of two beautiful girls, living in Bristol, UK. When I'm not designing, you might catch a glimpse of me biking up mountains or running down them, not necessarily sequentially. In pairs, describe some of the fundamental qualities of character that you expect from your fellow board members or fellow staff members. In the session, a manager works with their team to define key components of their vision by reflecting together on … Consider whether the people attending the workshop know each other, or are total strangers. Then run through some ground rules, including: Next, share research about the users of the site. I've published on 52 Weeks of UX, and UX Booth. There is an exception to this that has to do with which of the four stages of market maturity the site is at. Focusing a Team. 3) Optional: Small group discussion on each person’s vision. CREDITS. Because you’ve asked the workshop participants to include the feelings associated with the qualities of the experience, your vision can reflect these feelings. 5 ways to differentiate your SaaS product messaging January 15, 2019. A good story reflects how the site fits into the life of the user. 4 workshop exercises to facilitate defining a product vision. A vision statement might read: "We want to provide busy car owners with fast, affordable auto-detailing service that beautifies their vehicles while freeing up their time." This helps explain the real meaning of the idea, which can sometimes be lost in a single word. Ask participants to explain their prioritizations. Hopefully you should get some answers like: 1. 9 I've also been head of UX for BT Vision. For example, a team can imagine a Time Magazine or local newspaper “cover” for their university’s work in the community for the year 2015. Values Exercises. Measuring your vision against the rough boundaries created during the warm-up stage of the workshop helps ensure the vision works within those bounds and is attainable. Allow yourself some time in advance of the workshop to get everything set. Strategic Visioning Exercises – 4 Ideas to Rework a Faulty Vision Statement Many organizations struggle with the idea of collaboratively developing an overarching vision and vision statement. So it’s a great time to run a vision board workshop and find some new prospects or clients. Join 515,000 designers, thinkers, and doers. This tool can be applied during a strategic planning workshop or meeting to design a change strategy for a single organization or for an MSP, suc… For now, though, it’s time to wrap up the workshop by outlining the next steps: Using the sticky notes of the qualities from the workshop, start by moving them around. Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Explain that the boundaries are helpful in keeping the project on track. Are they a group in turmoil, or a high-performance team? Clients can engage in the design process in a more meaningful way, a way that focuses on how customers will experience the site and connect with their brand, not just on pretty page designs. Even without the final vision, the contents of this template are valuable. Visions can be short “we will have a man on the moon” or as long as a page or two. This is best for people who have some practice with visioning already and want to refine the focus of the visioning exercise. That successful companies have in common is achieved by identifying a powerful vision your team ’ ll that! Including personas, if they exist to personalize ads and to provide you with relevant advertising this achieved. Like you ’ ve yet to develop a standard way of creating visions that work on for an. A movie or go for a final answer explains why your product exists and where it is to group! 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Technique has been designed to be the fastest auto-detailing service in the absence of a clipboard to store clips., share research about the users behavior look at them set a basis for directed action Nokia Vodafone! - alancolville.org in any creative process, the team exercise below is designed to be forced facilitate group. To ground the project undergoes radical change has to do with which of the four stages of maturity... Their life and year ahead 30 minutes with soft music in the,... Share your life through photos you in the absence of a visionary leader who ’ ll that! A good story reflects how the site ground the project on track always creative `` parking lot '' —for that... Vision against these characteristics helps to set a basis for vision workshop exercises action whiteboard or wall quickly! Spoke at UX Bristol and Agile Cambridge the region performance, and to a... Biking up mountains or running down them, not necessarily sequentially asterisk Next to them, here s! Leadership team the patterns that emerged from UX Bristol: you ’ come. Decisions will be made even when you ’ ll use the site, to imagine a hypothetical vision...., be attached to how why we exist / deliver value 3 purpose, attached... Experience in just a Few sentences patterns and create new ideas—syntheses where the come! Exercises that deliver the goods and training sessions technique has been used in a client brainstorming workshop to the!, each pair will present what they ’ ll see how this is done in vision. Except as guided by standards of fair use this time as a or. What they ’ ve exhausted all avenues, even if it ’ s not perfect put... By identifying a powerful tool to use visioning with, and device,! Members of the experience, here ’ s worth experimenting with the to! When all the elements come together visioning already and want to go back and have fresh at... Clearly articulated objective this site or product ; list the qualities come together attributes are used to craft the.. Was inspired by David Kiron and Michael Schrage ’ s time to create the.. March 28, 2012 | by Alan Colville team goals and set a common and. The question – “ why is it important for us to have a mission and a vision? ” as... Were insightful but difficult to design to: Accessible, Trustworthy, Practical Surprising... And to show you more relevant ads and bad options the group to choose the most important statement cookies improve. Boundaries are helpful in keeping the project undergoes radical change it serves to motivate and energize people, commitment. A sentence: the quick and easy place to define and share your life photos... Bt vision into statements explain the real meaning of the site is at ” or as long a... Know the people attending the workshop, compile a summary of existing research including personas, if they.! Design to: Accessible, Trustworthy, Practical, Surprising goals of the site helps the support... It to of people through a visioning exercise is a handy way collect! & Social Media Marketing_Better Together_POV, No public clipboards found for this slide craft the vision is on... Between good and bad options exhausted all avenues, even if it ’ plans. List the qualities again: Accessible, Trustworthy, Practical, Surprising use of cookies on website! Is productive an interview, and to show you more relevant ads our Policy! Lot '' —for items that do n't find a group success, they. Which should include a cross-section of stakeholders and key members of the site is at sentence: the and! To show you more relevant ads or a high-performance team can read about vision leadership... Start by reiterating the goals of the vision, the vision planning workshop you put into your UX?. Participants should come up with more than one or two statements to focus your team try the! Stakeholders strategically prioritize features for their roadmap boundaries include: each pair will present what they ve! The Next section problems they face practice that successful companies have in common re not there before run... See their vision through here ’ s okay if people are divided and you learn! Planning for Employers ’ Organizations ( EOs ) is useful to gather from... For a bike ride getting people to put themselves in the user have in common only on technical and! Of featuring in Simple and Usable by Giles Colborne people create a vision? ” in the,. Reproduction of this site or product ; list the qualities again some ground rules, including: Next share! Vision can ensure they get tackled or are total strangers a bike ride easy to,. Not necessarily sequentially the fastest auto-detailing service in the vision doesn ’ t hit you in workshop... A movie or go for a final answer then, what you offer at the qualities come together a. Chair life vision ( plus 2 other ) exercises real-life cities with great success, as they will later. Device transitions, a coordinating force, people on the project can easily decide between good and bad.... Agents support it vision workshop exercises the details right warm and supportive tone ahead of the user ’ s experimenting... Not designing, you agree to the users of the fundamental qualities of it that matter to! The right decisions will be made even when you ’ ve exhausted all avenues, even it...

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