Cense

Innovation to Impact

Concept Scenarios + Storyboards for Service Design

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If you are looking to generate a sense of what your planned service looks like in practice why not draw it out?

Filmmakers know the importance of the process of storyboarding.

A storyboard is simply a visual representation of what you expect might happen from moment to moment in a service encounter. Storyboards allow us to ‘see’ the service before it’s made and spot potential issues tied to use, resources, interactions, and possible touch-points.

A storyboard tells the ‘story’ of your customer or client and you and your staff as you walk through the service. Storyboards require that you start to develop a vision — literally because it’s being drawn — of who you are seeking to serve.

This builds on the use of personas (which we’ve discussed before) and allows us to visualize relationships between these imaginary participants using data and how they interact with our products and services.

As we can see from the image below when we storyboard we also start to sequence steps involved in the service. For example, when we think of getting a coffee it’s easy to look at the act of ordering and receiving it, yet so much more is going on.

Kumar, V. (2013). 101 Design Methods. Hoboken, NJ: Wiley & Sons (p.239)

Concept Scenarios

A concept scenario is a form of storyboarding that begins with data collection and organizing ideas together — often through the use of a whiteboard or visual tool like Milanote. By pulling together ideas in discussion and through examination of concepts tied to your service or innovation, we develop the raw material to put it together with a narrative.

More traditional storyboarding starts with a story and pieces together the elements into a narrative and extracting concepts from it, concept scenarios are more of the inverse. Both yield storyboards. What concept scenarios do is help us to piece together concepts and identify where assumptions might need rethinking.

This method is participatory and involves a few days or weeks to fully undertake depending on the amount of detail you need, the availability of research opportunities, and the resources (human and otherwise) to come together and visualize ideas together.

Practice Notes

Concept Scenarios begin by doing background research and learning about what it is that you are looking to develop and eliciting the various concepts associated with that — asking who, what, where, when, and why. This involves research and then synthesis of this research and group-based discussion to pull concepts together.

A whiteboard or digital space to add those ideas together is a strong asset to support this work. Simple words on a sticky note can work to record concepts and allow for manipulation and movement when used on a tool like a whiteboard or tool like Miro, Mural, or Jamboard.

Next, select the concepts you are most attracted to and best fit with what you’re looking to do.

Step three is to begin imagining scenarios where you might put these concepts together. Consider the key interactions and relationships that are involved, the timing of what is to happen, and the actors involved.

The next step is to visualize these into a series of panels (see above) and illustrate the ideas in a narrative.

The last steps involve interrogating the scenarios to see how they hold up to assumptions and start asking questions about what might be missing and what else might be needed to make the scenarios more realistic or why or how they might be achieved if they are novel or innovative.

Reference: A great summary of this method can be found in the 2013 book 101 Design Methods by Vijay Kumar.

We do this work with our clients. If you want help to learn the method or to use it as part of your service design, strategy development, or evaluation contact us. We can help.

Cover photo by dix sept on Unsplash

Selecting a Coach: Lessons and Tips for Performance

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An interesting thing happened to Emma Raducanu, the teen tennis star who came from being ranked 150th in the World to winning the U.S. Open in 2021, in the first tournament she competed in since that win: she lost in straight sets. Raducanu had steamrolled through the entire US Open seemingly out of nowhere to win the tournament by beating Layla Fernandez, another young woman also having a remarkable run from being almost unknown to the finals.

What happened? For starters, she fired her coach. This was the same coach that had helped her to get to the podium in New York. The reason? She believed she needed a coach to help her stay at the top, not just get there.

While it’s too early to tell what the implications of Raducanu’s decision was it seems to mirror what happened to another promising young tennis star, Eugenie Bouchard, who did something similar after tasting some early success and has since fallen far down the world rankings never to recapture that early success (yet). An effective coach can make a substantial difference in the performance of a person or an organization but only if there is a clear-eyed view to what a coach does and does not do.

The decision to fire or hire a coach can have lasting effects on performance and yet these effects are often misunderstood. Here we break down what you can expect from a good coach and what to look for when things don’t go well.

Knowledge

Coaches bring together three kinds of knowledge together in working with their clients: process knowledge (how to get things done), technical knowledge (specific knowledge about skills, tools, and their application), and content knowledge (knowledge about the topic that we’re trying to address).

Combined with praxis (creating learning through action loops) a coach weaves this all together with their client.

Knowledge Practice

Practically, knowledge involves having a coach with experience and an ongoing commitment to learning. It’s why we call it practice, it’s about ongoing work to keep up on the latest knowledge and sharpening skills. A strong coach should be doing this with their work and supporting you in doing this with yours.

Strategy

Coaching can involve a variety of factors that can facilitate performance. The first of these is strategy. It is here that we often see the tangible effects of coaching with athletes, other individuals, and organizations. Here, the coach is involved in developing a strategy or in its execution. If you change the coach, you may very well change the strategy. Good strategy is alignment of purpose, vision, resources, and execution and a coaching change might shift how any or all of these are realized in practice.

Strategic Design

Strategy is about design – it’s a conscious intentional plan made into reality. Good coaching is about ensuring that there is a plan, the plan is executed, that it is adaptive and developmental, and that there are sufficient evaluation mechanisms to help you learn and grow. You cannot have a strong strategy without an evaluation plan to know whether you’re moving closer or farther from your goal.

Focus

Related to strategy is focus. Coaches often help their clients focus on specific things and away from others. This is done often by learning about what is holding attention in the first place. What is an organization focused on — both fears and hopes? This is very much about training for a mindset, not just a skill set. There is a big difference in avoiding what you fear compared with moving toward what you want.

An organization with a defensive mindset might be more likely to focus on how to protect market advantages or the avoidance of risks.

An organization with a opportunity mindset may still acknowledge risks and fears, but may focus its energy on getting to where it wants to go in spite of the challenges.

Mindsets for Change

Assess your coach on their ability to build the kind of relationship that allows them to learn how best you learn, how you see the world, and to create a profile of your mindsets. No coach should assume you have any particular mindset or that you use it consistently in the situations that matter. Great coaches pay attention to what you do and why you do it.

Motivation & Systems

Another coaching issue is motivation. This is the soft-skill process of keeping someone energized and brings together all of the other components within a system or structure. Motivation is about cultivating a ‘spark’ or ‘fire’ in someone to encourage them to take action. Systems are in place to help create habits so you don’t have to rely on motivation. Motivation requires a lot of energy and the benefits are many, but good systems are even better because they make behaviour change easier to do because they scaffold and anchor behaviours on to habits.

For example, people don’t usually have to feel motivated to brush their teeth or drink water when they are thirsty.

Coaches put in good systems and create a means to motivate their clients when those systems aren’t in place or when they are not enough.

Motivational systems

Combining the right kind of inspiration with systems that sustain that energy over time so you don’t have to rely on it all the time is key. Avoid coaches who focus only on motivating without creating systems to reduce the reliance on high-energy things like motivation to carry you forward.

Selection

We lastly want to say that a coach is a partner in your success. A great coach succeeds when you succeed. They are to be partners in your success, not just a consultant. As such, relationships are very important as much as anything else in this list. Find the fit and recognize that it might take some time to find that fit and to put the practices into place.

For Emma Raducanu, this initial setback might be a bump in the road to finding the right coach and the right fit. It could also be the start of a fall backward like we saw with Genie Bouchard. Time and good care will tell.

Coaching is part of what we do and we take it seriously. If you’re looking for someone to help see things differently to better do things differently, we can be your partner. If that’s what you need as a leader or an organization, let’s talk.

Photo by Moises Alex on Unsplash, Josephine Gasser on Unsplash, and Hermes Rivera on Unsplash

Developmental Evaluation, Learning and Innovation

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What does it mean to undertake a developmental evaluation (DE)?

DE is simply another way to say evaluation for learning and innovation. That’s really all it is in practice, although anyone looking to do DE might want to look a little closer to see if it really is the right approach for them.

In this post we look a little closer to help you understand what it means to do evaluation for innovation and what developmental evaluation has to do with it.

Understanding Innovation


Innovation is a word that can mean much and requires clarification when it’s used because of this. When we speak of innovation, we refer to this definition of learning transformed into value through design.

Developmental evaluation is a concept that was first put forward by Michael Quinn Patton through many books, articles, and other teachings. It’s now become a popular approach within social innovation and the public sector.

DE is often referred to as a means to strategic learning because rather than assume the conditions of whatever is being evaluated (e.g., program, policy) are stable, it assumes some level of complexity. This is dramatically different from what most other forms of evaluation do where the assumption is the ‘thing’ being evaluated is stable – it’s the users of that thing that might change.

Because DE is focused on learning it assumes that there will be some kind of change with the actual process of learning itself on the way from one state to the next. 

Understanding Design’s Role in Innovation

What DE does not do well is account for the role of design in supporting innovation. If we come back to the definition of innovation presented earlier, design is really the means by which innovation occurs. In most of the literature on DE the matter of design is not discussed much, if at all. 

With much of DE the assumption is that those doing DE know how to take what they learn and transform it into value. From our experience, this is an assumption that rarely holds up. The reasons are many, but most central to this is that most people think of design as beginning from a standing start when in practice much of what do when we innovate takes place from a moving position.

We sometimes refer to this as developmental design, but more appropriately expand how we see this relationship between DE and design as something called Design-driven Evaluation. In this case, design and evaluation are intimately connected and the processes of using both to mutually inform one another are embedded in the innovation process. 

Understanding Evaluation’s Role in Design & Innovation

Evaluation is the means to provide the necessary feedback to contribute to innovation. Evaluation determines the quality of the design in achieving its purpose. If your design is meant to change behaviour, evaluation is the means to assess whether that happens and to what degree.

Evaluation also is the means to document the circumstances in which this takes place to help you assess whether the implementation of your innovation goes as intended. Without evaluation, your innovation is a wish, not a result. Evaluation is the means to determine what the results of your innovation are. 

Evaluation is also the means to assess the quality of your design work. It’s one thing to develop something and put it out in the world, but is it any good? Is it fit for purpose? Many innovations fail to deliver value because they don’t provide the means to learn about the quality of the design itself. They don’t achieve a positive impact because they were never designed to in the first place. 

To innovate is to learn and to learn is to evaluate. Design is what ties them all together. 

Next time you’re looking to embark on a new program of activity, create a new product, it’s worth considering how these all go together and whether DE alone will help you to get there. 

For help in generating powerful design-driven approaches to innovation and evaluation, contact us. We can help

Mind Maps For Complex Projects

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A mind map is a powerful, simple organizing tool that features a lot of information on a single page. We use mind maps and other visual tools to communicate relationships between ideas, people, project components and topics with our clients and partners. We present a short introduction to how and why you might want to use mind maps in your work.

A mind map is a visual representation of a project that links actors and actions together. This article focuses on using mind maps, not creating them.

Below is an example from software provider Lucidspark (which is a tool for creating mindmaps) that illustrates what a mind map is and how it can connect ideas and actions together.

Visualizing our Relationships

A search of Google (or any other search engine) will find thousands of visual examples of what a mind map is. There are few ‘essentials’ for mind mapping, which is among its most attractive features.

A complex project is one where there are many things happening at the same time, at different time scales, and involving many interdependencies and actors. That’s just a way of saying: there’s a lot going on.

It doesn’t matter how you organize your mind map only that it is useful. That means it provides information that you can make decisions with and act on. If it does that, it’s a good mind map.

Once we have that in place, the mind map allows us to examine the relationships between the nodes and topics to assess their fit. The expression ‘getting on the same page‘ reflects an ability for all of those looking at the document to have a similar representation of what’s on that page. The mind map allows us to verify relationships between entities, determine gaps or inaccuracies, and explore different ways of connecting things together.

There may not be a single ‘master’ map that is better than all, but there may be a map that is more useful than others.

How to Use Mind Maps

When we use this with clients and partners on projects we aim for the following:

  • To examine the assumptions involved in the project
  • To explore alternative relationships of fit and see if the map is the best representation of what we are looking at
  • To guide the project and keep the topics on track
  • To provide a building block for connecting ideas together (in ways that weren’t done previously)
  • To map out a system of relationships
  • To use colour and visuals to surface feelings, thoughts, and other emotional aspects of the project that might influence the strategy or outcomes

By creating a visual representation we see the whole project and the relationship context. Relationships are the key in any complex system. When we visualize these relationships it allows us to see how the actions in one relationship can affect others. Visual maps can aid us in anticipating possible effects.

(Note: We don’t use the term ‘unintended effects’ – just effects because in complex systems it’s too hard to predict cause and effect with any degree of accuracy).

We continually refer back to our maps to help ensure we are accounting for all relationships of importance throughout the project and not just those that have the most amount of activity within them. It’s incredibly difficult to track this in our heads or in something like a spreadsheet or text document.

Mind maps can be great tools to visualize a lot of information and get you and your collaborators on the same page when it comes to understanding what is going on in a complex system and program. Try it out — they are easy to create and simple to use.

If you want to use this approach to visualizing your programs and using this to help you innovate, contact us – we’d love to hear from you.

Designing for Humans: Considerations for Innovators

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Over at our sister site Censemaking we wrapped up a series called Design for Humans. The focus of the series was on different considerations that we must make in the process of designing useful, impactful things for the world around us.

Strangely enough, we often don’t do a good job at designing for humans with our services and products. In the process of innovating, we make many assumptions about how the innovation will be received and the impact it will make.

There are reasons why real substantive change is actually very difficult to generate. Humans are difficult to work with and to influence and the more we can design for how humans actually live, think, work, and play the more likely our change-making efforts will yield positive results.

Deeper Research

One of the ways to do better design for humans is to conduct detailed research. This goes beyond a few focus groups or observations toward more fuller engagement with different audiences. Strangely, many of us actually don’t really know what we want. We think we know what we want or that we know how to articulate what we want.

Research in this context involves the time, care, and attention to who people see themselves and who they act as. This is about our imagined reality and our lived one. (The two intersect and diverge through our days and life).

Many of our purchases are based on decisions that involve aspiration, comfort, fear, convenience, ethics, and utility in different combinations. These are both our own and the ones that we adopt from others depending on our situation. Individual decisions are very often tied to collective ones. If we do not understand the different groups we are affiliated with or aspire toward being a part of, we lose much of what is known about what drives a decision.

If we do not take the time to understand who it is that we are speaking with or seeking to influence — their individual set of values, beliefs, and experiences — then we will create a ‘mass’ for a ‘mass market’ that is unlikely to be receptive.

Luck and Science

A great deal of impactful design is based on a dance between luck and science. Viral marketing campaigns are more brilliant in retrospect than in advance. As Tendayi Viki and Mitch Joel recently spoke about in their conversation on innovation, most great innovations look absurd in advance and clever in retrospect.

This means great design is about framing the ridiculous.

It also means ensuring that, practically speaking, we must consider the very way we humans think, feel, and live — which is often ridiculous to the outsider. Great campaigns and products tap into this.

They also are about luck. Designing for luck through great observation, research, testing (prototyping), and ongoing evaluation ensures that what we put into the world has the potential to succeed in making some positive difference, not necessarily that it will no matter how good it is.

Whether its luck, perception or something else we find ourselves recognizing that the gap between what we think is valuable and useful and what others think (or are willing to consider) is large. The Chasm illustrated above is real and rather than engage in a futile effort to design around it, we need to recognize that there are sharks in those waters.

That’s what they did in the film Jaws. When we design for that, we design for humans (and sharks).

If you’re looking to create something more human in your work and need help, contact us and we can help make sure you don’t get eaten by the sharks you’re swimming with.

Images by Business Illustrator used under license.