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The Back of the Napkin Workshop Dan Roam MIX08 :: UX03 :: March 5, 2008 :: The Venetian Solving Problems with Pictures.

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Presentation on theme: "The Back of the Napkin Workshop Dan Roam MIX08 :: UX03 :: March 5, 2008 :: The Venetian Solving Problems with Pictures."— Presentation transcript:

1 The Back of the Napkin Workshop Dan Roam MIX08 :: UX03 :: March 5, 2008 :: The Venetian Solving Problems with Pictures

2 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 2 Visual thinking: what problems, what pictures, and who is ‘we’?

3 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 3 Rather than draw this: Let’s draw this:

4 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 4 Rather than focus on this: Let’s focus on this:

5 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 5 Exercise 1: the Who is ‘We’ self-assessment

6 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 6 a) I’m in a brainstorming session in a conference room that has a big whiteboard. I want to: 1.Go to the board, pick up a pen and start drawing circles and boxes. 2.Try to decipher whatever is already written on the board. 3.Go to the board and start writing categorized lists. 4.Add a little clarification to what’s already up there – you know, to make it clearer. 5.Forget the whiteboard – come on here, people, we’ve got work to do! 6.I hate brainstorming sessions.

7 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 7 b) Someone hands me a pen and asks me to sketch out a particular idea. I: 1.Ask for more pens, preferably in at least three colors. 2.Just start sketching and see what emerges. 3.Say, “I can’t draw, but…” and then make a horrible stick figure. 4.Start by writing a few words, then putting boxes around them. 5.Put the pen on the table and start talking. 6.Say, “No thanks, I can’t draw”, and leave it at that.

8 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 8 c) Someone hands me a complicated spreadsheet and asks me to look it over. I first: 1.Glaze over and hope it will go away. 2.Flip through the pages and see if something – I dunno, whatever – pops up. 3.Read across the top of the columns or down each row in order, to identify the categories. 4.Select a row and column at random and follow them to the data cell, then look for similar (or different) data results in other cells. 5.Look for the largest or smallest values I can find, then trace them back to identify them. 6.Notice that OPEX variance to budget is down for the second quarter in a row.

9 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 9 d) On my way home from a conference, I see a cute fellow attendee at the airport cafe, and he or she asks me what I do. I: 1.Grab a napkin and ask the waiter if I can borrow a pen. 2.Pick up three packs of Sweet-n-Low, lay them on the bar, point to one and say, “Okay, this is me over here, and this is the customer over here…” 3.Pull out a page from my PowerPoint deck – a really good page – and start walking through it. 4.Start to recite my original job description: “There are three things that I do…”. 5.“What I do? Well, better buy another round, because we’re going to be talking a while.” 6.Say it’s too complicated to explain well, but ask him/her the same question.

10 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 10 f) I’m an astronaut floating in space. The first thing I do is: 1.Take a deep breath, relax, and take in the whole view. 2.Pull out my camera. 3.Try to spot my house… or at least my continent. 4.Start describing what I see. 5.Close my eyes. 6.Find a way to get back into my spacecraft.

11 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 11 Now comes the math, I’m afraid… 5-1415-2021-30 On a napkin, write your pen COLOR, and then…

12 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 12 Draw a circle and call it “me”… Napkin exercise, step 1

13 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 13 Step 1b Now draw another circle (more like a cloud) and give it a name, too…

14 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 14 So, which problems shall we look at…

15 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 15 What’s the business strategy challenge?

16 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 16 Put into words… The challenge: A new strategic vision A refined company mission A new operating philosophy New retail fundamentals New store standards New customer practices New training materials + 100 new staff every month…

17 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 17 How about a napkin map?

18 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 18 Product development: Why are we collecting all these numbers?

19 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 19

20 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 20

21 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 21

22 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 22

23 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 23

24 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 24

25 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 25 What are the three things the CFO does want to look at? Financial Drivers Date Cut Org Unit

26 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 26 So, what might *that* look like…

27 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 27 Or, when executed in Expression Blend…

28 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 28 Step 3 Draw in the last circle, only make this one more of a hotdog… then add in a + symbol…

29 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 29 Step 3 The universal visual thinking problem solving toolkit… Draw in the first set of 3 blades…

30 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 30 3 parts or ourselves to improve

31 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 31 Step 4 Draw in the next set of blades, this time 4 of them…

32 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 32 Let’s think about ‘process’ for a moment…

33 2008 © Dan Roam, all rights reserved 33 The 4 steps of visual thinking: What is out there? What am I looking at? What are the limits? Which way is up? What do I see? Have I seen this before? What patterns emerge? What stands out? What seems to be missing? How can I manipulate these patterns? Can I fill in the gaps? Have I seen enough – or do I need to go back and look at more? This is what I saw, and this is what I think it means. Is this what I expected… or not? When you look at this, do you see the same things?

34 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 34 Step 5 Now draw in a corkscrew, and give it 5 twists…

35 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 35 *whew* Time for a break on the islands…

36 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 36 How about ten apples?

37 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 37 Meet the SQVID… a.k.a ‘The 5 focusing questions’

38 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 38 Two ways to use the SQVID

39 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 39 SQV.. examples: Simple Elaborate Qualitative Quantitative Vision Execution

40 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 40..ID examples… Individual Comparison Delta (change) Status-Quo

41 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 41 Step 6 Now draw in the last set of 6 blades…

42 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 42 The 6 ways we see:

43 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 43

44 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 44 Framework 1: “Portraits” for WHO / WHAT problems

45 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 45 Framework 2: “Charts” for HOW MUCH / HOW MANY problems

46 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 46 Framework 3: “Maps” for WHERE problems

47 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 47 Framework 4: “Timelines” for WHEN problems

48 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 48 Framework 5: “Flowcharts” for HOW problems

49 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 49 Framework 6: “Multiple-variable Plots” for WHY problems

50 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 50 Step 7 Done: our very own visual thinking universal problem solving tool kit!

51 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 51 Step 8 Give it to a friend, and help them see the power of visual thinking, too.

52 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 52 Speaking of airplanes…

53 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 53

54 2008 © Dan Roam THE BACK OF THE NAPKIN all rights reserved 54 Dan Roam djroam@gmail.com Office: 415-695-0231 Mobile: 415-823-5794 39 Romain St. SF, CA 94114 www.digitalroam.typepad.com www.thebackofthenapkin.com


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