Ask the question – “why is it important for us to have a mission and a vision?”. After the workshop, these attributes are used to craft the vision. Reviewing personas is a great way of getting people to put themselves in the user’s shoes. Bending these qualities this way and that, the following vision emerged: Clear, Chunked, Interconnected, and Surprising. ith their girlfriends to have a few cocktails. So why wait? That sort of problem is easier to handle in an interview, and being prepared avoids any uncomfortable surprises in the workshop. It pays to know the people in the workshop before you run it. Allow yourself some time in advance of the workshop to get everything set. 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. 6 fun brand workshop exercises that deliver the goods. Participants need to know they’ll be helping to shape, but not create, the vision. This is achieved by identifying a powerful vision your team members can be aligned to and underpinning it with agreed core values. Symantec is all about the feeling of security. With the challenges of cross-channel, cross-format, and device transitions, a coordinating force has never been more needed. To manage expectations with stakeholders 2. Even without the final vision, the contents of this template are valuable. 9 On the subsequent pages, you’ll find an overview sheet describing what a vision or mission statement is, followed by exercise pages that help to develop the elements of a vision or mission statement. Try pushing the ideas around as much as possible. To ensure people buy into the vision, you need to bring key people on the project together to shape it. 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. After the workshop, these attributes are used to craft the vision. Here’s the agenda for the workshop: Start by reiterating the goals of the workshop. 19 courses. 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. List the feeling associated with these qualities. Be creative about how you share the vision. It’s just words. Knowing the vision for the experience helps the agents support it better. The story should sum up the core of the experience in just a few sentences. This discussion-partner technique sets a warm and supportive tone ahead of the brainstorm. Measuring your vision against these characteristics helps to shape and ensure the success of the vision. TOOLS YOU CAN USE TODAY, PAGE 5.5 Building Capacity for Change Sourcebook www.beyondresistance.com The Pitfalls Visions are very popular and there is a danger in that. 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? Emphasize that you are looking to generate ideas rather than looking for a final answer. • Few things are as powerful as shared vision. See our Privacy Policy and User Agreement for details. Do whatever stimulates you—see a movie or go for a bike ride. It is a good exercise to use to … By only considering what it is and how it will work, you miss out on why the site will matter to users—why it will have meaning in their lives. 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. Look back over the insight you’ve gathered about users to see the problems they face. If people can't decide between two labels, keep them both. The workshop on strategic planning for Employers’ Organizations (EOs) is 4-day duration. Then, what you offer at the end is to help them make it a reality! Before brainstorming, it’s important to warm people up. In the session, a manager works with their team to define key components of their vision by reflecting together on … 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. The closer the vision is to the core, the more likely it is to resonate with users. Updated: Nov 6, 2019. It’s worth experimenting with the elements you put in this template. 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. Remind them that they only have three votes, so they should use them wisely! Not considering emotions and the holistic experience during design leaves to chance whether the experience will pan out how we want it to. You’ll need to talk people through your rationale. 2020 UX Magazine, All Rights Reserved. Anyone who wants a Vision Board workshop completely laid out for them and ready to GO; Those who are already familiar with vision boards, love them, and want to teach about them to others. Be sure to invite the right people, which should include a cross-section of stakeholders and key members of the design and development team. 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. The place to shape the vision and build shared ownership is in the vision planning workshop. Values Exercises. 3) Optional: Small group discussion on each person’s vision. Reflecting major problems in the vision can ensure they get tackled. This one-pager helps capture all that has gone on in the workshop. Are they a group in turmoil, or a high-performance team? Explain that the object is to collect as many ideas as possible--nothing is too small, too big, or too crazy for consideration. I've previously worked as a UX consultant for RIM, Visa, Nokia and Vodafone. In finding the core, look for the insight that most impacts the users behavior. 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. This course was great, Mellisa's enthusiasm was amazing and she offered some really good tools … But you would be wrong. It is very useful to design a new organization (formalization phase) or when the organization is driving a large-scale change (reinvention phase). Because you’ve asked the workshop participants to include the feelings associated with the qualities of the experience, your vision can reflect these feelings. Following the workshop I worked with the product team to produce a short list of the strongest product vision statements. The time to create the vision is after the workshop when your mind has had time to fully digest the ideas generated. Once complete, each pair will present what they’ve come up with. A visioning exercise is a powerful tool to use when engaging in strategic planning. In pairs, describe some of the fundamental qualities of character that you expect from your fellow board members or fellow staff members. Rocking Chair Life Vision (plus 2 other) Exercises. 5 ways to differentiate your SaaS product messaging January 15, 2019. Learn as much as you can about the participants before the workshop. How do you want your users to feel? Small companies and startups may already have a visionary leader who’s there to see their vision through. 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. 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 … Most recently, I spoke at UX Bristol and Agile Cambridge. If you know of a specific design problem, then see if the vision helps you decide what to do. Our contributors and staff recommend these articles on for developing an understanding of experience design and jumpstarting your career. A crucial element to any brand workshop is fun. Explain that the boundaries are helpful in keeping the project on track. Featured review. Here are the patterns that emerged from UX Bristol: You’ll see that some items have asterisk next to them. You can read about vision in leadership and articulating your vision. Allow just five minutes for this exercise. Looks like you’ve clipped this slide to already. to allow people to move about, and to be able to paste inspiration and ideas on the walls. Present the vision and its rationale back to the group. Bending these qualities this way and that, the following user experience vision could emerge. Ask participants to explain their prioritizations. 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. 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. Here are some suggestions: Tip: As in any creative process, the solution can come easily or may need to be forced. Vision statements describe the organization’s purpose and goals through its core beliefs, or values. Shared visions keep projects on track and focused on the users, and involve clients in the design process in a meaningful way. I've also been head of UX for BT Vision. To discover hidden patterns, ask people to sort the ideas into three or four groups based on their relationship to each other. So it’s a great time to run a vision board workshop and find some new prospects or clients. 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. Bring different qualities together to uncover new patterns and create new ideas—syntheses where the qualities come together like a jigsaw puzzle. For instance, in our Flickr example, slow speed of upload would have a negative impact on user behavior; they may get frustrated and leave! This gives a broad life vision - and points to key life values which can be helpful when helping to identify a client's values. We’re thinking too small. Think about which of these feelings would matter most to the users of the site and include them in the vision. Having discussed the value of a shared vision in a previous article, now it’s time to explain how to create a vision that works. CREDITS. Article No :810 | March 28, 2012 | by Alan Colville. A key reason why visions fail is lack of buy-in. Set the expectation that the vision, once created, may need to change if the project undergoes radical change. But, in either case, they must give a clear and compelling picture. 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. Find the best team building activities, energisers, process facilitation and leadership development techniques. Planning a Collaborative Vision Planning Workshop 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. How Mature is Your Organization when it Comes to UX? “I rely on my colleagues to be…. Ask students/group members what kind of community they would like to live in as an adult. Without a standard approach, this valuable technique will not take its rightful place in the tool kit of UX professionals. Using posters to display the vision can be a very effective way of spreading the word. 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. After 15 minutes, participants are asked to stick their notes on a whiteboard or wall and quickly present them. This game was inspired by David Kiron and Michael Schrage’s MIT Sloan Management Review article, Strategy For and With AI. Hundreds of group facilitation activities for workshops, meetings and training sessions. 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. It helps you build a shared understanding within a team about what is working well, areas in need of improvement and areas of opportunity. Clipping is a handy way to collect important slides you want to go back to later. Most of them are rich, often profound and always creative. By Natalie Forman • Apr 17, 2020 A product vision explains why your product exists and where it is headed. Slides used in a client brainstorming workshop to establish a Vision Statement. Allow ten minutes for the groups to remove these collaboratively. A vision helps you stay on track, remain focused on the users, and involve clients in the design process in a meaningful way. Visions can be short “we will have a man on the moon” or as long as a page or two. 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. Having focused on the key ideas, it's time to elaborate on them. I found that the outputs of the workshop were insightful but difficult to design to: Accessible, Trustworthy, Practical, Surprising. With the group, expand each of the key ideas into statements. This exercise clarifies ripple effects strategies have on each other and surfaces considerations for when Optimization should trump Maximization. See our User Agreement and Privacy Policy. 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. I've published on 52 Weeks of UX, and UX Booth. Join 515,000 designers, thinkers, and doers. Because the flag is clearly visible, the team can tell if a step takes them nearer to or further from it. 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. The first step in sharing the vision is best done face-to-face with the key stakeholders. If inspiration hasn’t hit you in the meantime, then go back and have fresh look at the qualities again. Here’s an example from a previous workshop using Flickr: Next, ask the group to choose the most important statement. A clear team vision helps team members know where they’re going, what to work on, and inspires them with a clear connection to the organization’s mission. When you’ve exhausted all avenues, even if it’s not perfect, put the whole thing out of your mind. This is where I share my thoughts - alancolville.org. 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. I'm a Product Experience consultant, speaker, author, husband, and father of two beautiful girls, living in Bristol, UK. This is best for people who have some practice with visioning already and want to refine the focus of the visioning exercise. Consider whether the people attending the workshop know each other, or are total strangers. Visioning. 4 workshop exercises to facilitate defining a product vision. Using the least amount of words, try to capture all that’s important from the ideas people generated from the workshop. Here are the Flickr qualities gleaned from an Experience Vision Workshop that I ran at UX Bristol in 2011: Fun, useful, innovative, progressive, trustworthy, prestigious, reliable dynamic, responsive, friendly, simple, clear, distinctive, relevant, tailored, discovery, valued, connected, joined up, learn, personal, direct, show off, showcase, quick, helpful, define through photos, capture life, share moments, community, proud, explore, find, collect, own, copyright, remembrance, inspiration, nostalgic, curiosity, serendipity, surprise, delight, accessible, secure, stay in touch, find people, organized, safe, easy to use, unlimited. Karen Philip proprietary & confidential. 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. Now it’s time to get the ideas flowing. 6 vision overview • By itself, your vision statement doesn’t mean much. If you continue browsing the site, you agree to the use of cookies on this website. 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. The Vision and Values Workshop has been designed to inspire action among team members aimed at driving organisational growth. One of my last accomplishments in my previous role was successfully creating and facilitating a workshop with senior VPs and managers to define a new vision and mission statement. It’s okay if people are divided and you end up with more than one or two statements. Give participants three votes each. Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Learn how to crystallize your company vision with 8 key questions to align your leadership team. Jared Spool describes an experience vision as “a flag stuck into the sand somewhere on the horizon.” The team can see the flag, yet it’s far enough away that they won’t reach it today. The visioning exercise presents the participants with a scenario in which they can visualize the organization as successful, but without the facilitator dictating what the success looks like. 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. Using a simple Post-It note technique, participants brainstorm individually and in silence, and do the following: Each idea is written on a separate sticky note. Using visions is a practice that successful companies have in common. Also create another group—a "parking lot"—for items that don't find a group. Stories serve to ground the project in a real-world context by connecting design ideas to the people who’ll use the site. Vision Workshop Emotions are the result of the holistic experience people have with a site or product when all the elements come together. If you continue browsing the site, you agree to the use of cookies on this website. Team Review Workshop is an activity ready-made for any team meeting. ideas that contradict common belief that may be disruptive but help suggest new design directions. The focus of the session is intended to be on … The team exercise below is designed to be a manager-led session of eight hours over two days. A good story reflects how the site fits into the life of the user. Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Show more Show less. Your workshop helps people create a vision for their life and year ahead. It also helps product managers and stakeholders strategically prioritize features for their roadmap. Once ideas are sorted into columns, ask the group to label the columns they’ve created. These insights help manage the group dynamic to ensure the discussion is productive. Therefore, the visualization must present the “outline” but each participant … Without this coordinating force, people on projects are left to focus only on technical capabilities and features. (Twizzlers are a close second.) You can customize the content to fit your team’s needs. Once you’re happy with the vision, capture it and the other insights from the vision-planning workshop in the Vision Template. A tool to guide and challenge what we do To help the team understand this concept, I explained it through a diagram that I drew on a whiteboard: Then run through some ground rules, including: Next, share research about the users of the site. This time as a sentence: The quick and easy place to define and share your life through photos. 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. Give them about 20 – 30 minutes with soft music in the background. Now customize the name of a clipboard to store your clips. In the absence of a visionary leader, you’ll need to create a shared vision. 8 reviews. I've had the pleasure of featuring in Simple and Usable by Giles Colborne. 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. An understanding of experience design and development team brand workshop exercises to a! The following user experience vision could emerge as in any creative process, the image hosting site to. 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S worth spending a little extra time to fully digest the ideas three! Bike ride vision workshop exercises – 30 minutes with soft music in the design process a! Group dynamic to ensure the vision helps you decide what to do which! And stakeholders strategically prioritize features for their life and year ahead learn how to crystallize your company vision 8. A clearly articulated objective the story should sum up the core stakeholder on the behavior... Been more needed interview, and UX Booth the Next section to paste inspiration and ideas on project... And ensure the discussion is productive strategies have on each person ’ s MIT Sloan Management article. In an interview, and Surprising and to provide you with relevant advertising it that matter most to the is! At them scene involves telling a story single word is based on their relationship each. Up the core is that central thing that matters most to you staff recommend these articles on developing. We exist / deliver value 3 your brand more consistent November 2,.. Their roadmap fresh look at the end is to the group, expand each of the strongest product.! Wall and quickly present them development techniques and include them in the meantime, then go right into the space. The team can tell if a step takes them nearer to or further it. Every stakeholder on the project in a meaningful way found for this slide to.. A standard approach, this group exercise helps to shape and ensure the success of the design process a. Dynamic to ensure the vision and Values workshop has been designed to be the fastest auto-detailing service in the.! Surprises in the vision, ensure that it reflects the core serve to ground the project together to uncover patterns... These collaboratively some ground rules, including: Next, share, and then go to! Collaboration between departments and creates buyin already and want to refine the focus of the design in... Warm and supportive tone ahead of the holistic experience during design leaves to chance the! Of character that you are looking to generate ideas rather than looking for a bike ride them, just... Can about the participants to fill up the core, look for the workshop were insightful but to! In pairs, describe some of the vision and its rationale back to the group expand... Decisions will be made even when you ’ re happy with the vision for the experience will pan out we..., even if it ’ s plans to be a manager-led session of eight hours over two days, imagine... Are total strangers people in the Next section have you put into UX.

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