IDEO Human Centered Design

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    TOOLKIT2ND EDITION

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    THIS wORK IS LICENSED UNDER THECREATIvE COMMONS ATTRIbUTION,NONCOMMERCIAL, SHARE ALIKE 3.0

    UNpORTED LICENSE.

    Attriution Yo mst attribte te work i te maer

    secied by te ator or licesor (bt ot i ay way tat

    sests tat tey edorse yo or yor se o te work).

    Noncommercial Yo may ot se tis work or

    commercial roses.

    Share Alike I yo alter, trasorm, or bild o tis work,

    yo may distribte te reslti work oly der te same

    or similar licese to tis oe.

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    WATER STORAgE AnD TRAnSpORTATIOn, InDIA

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    InCREASIng FARMER InCOMES, CAMBODIA

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    EnCOuRAgIng TEChnOLOgY ADOpTIOn, KEnYA

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    TAbLE

    OFCONTENTSINTRODUCTIONWhY DO huMAn-CEnTERED DESIgn? 4

    ThE ThREE LEnSES OF huMAn-CEnTERED DESIgn 6

    ThE hCD pROCESS 8

    hOW TO uSE ThIS TOOLKIT 10

    BEST pRACTICES FOR InnOvATIOn 12

    SCEnARIOS OF uSE 14

    HEARTe hear sectio will ide yo tro te rocess

    o reari or researc wit costitets si

    hCD metodoloy.

    STEp 1: IDEnTIFY A DESIgn ChALLEngE 34

    STEp 2: RECOgnIzE ExISTIng KnOWLEDgE 39

    STEp 3: IDEnTIFY pEOpLE TO SpEAK WITh 40

    STEp 4: ChOOSE RESEARCh METhODS 42

    Metod: Idiidal Iteriew 42

    Metod: gro Iteriew 44

    Metod: I-Cotet Immersio 46

    Metod: Sel-Docmetatio 50

    Metod: Commity-Drie Discoery 53

    Metod: Eert Iteriews 55

    Metod: Seek Isiratio i new places 57

    STEp 5: DEvELOp An InTERvIEW AppROACh 58

    Metod: Iteriew gide 58

    Metod: Sacricial Cocets 60

    Metod: Iteriew Teciqes 64

    STEp 6: DEvELOp YOuR MInDSET 66

    Midset: Beiers Mid 66

    Midset: Obsere s. Iterret 68

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    CREATETe Create sectio will el yo traslate wat yo

    leared i te eld ito cocrete soltios.

    STEp 1: DEvELOp ThE AppROACh 84

    Metod: particiatory Co-Desi 84

    Metod: Ematic Desi 89

    STEp 2: ShARE STORIES 92

    STEp 3: IDEnTIFY pATTERnS 94

    Metod: Etract Key Isits 94

    Metod: Fid Temes 98

    Metod: Create Frameworks 100

    STEp 4: CREATE OppORTunITY AREAS 102

    STEp 5: BRAInSTORM nEW SOLuTIOnS 104

    STEp 6: MAKE IDEAS REAL 106

    STEp 7: gAThER FEEDBACK 108

    DELIvERTe Delier sectio will ie yo te tools to o

    rom ideas ad rototyes to soltios ad lastat ca be imlemeted. It will also el yo create

    a leari la to measre ad cotie iterati

    o yor desis.

    STEp 1: DEvELOp A SuSTAInABLE REvEnuE MODEL 126

    STEp 2: IDEnTIFY CApABILITIES FOR DELIvERIng SOLuTIOnS 131

    STEp 3: pLAn A pIpELInE OF SOLuTIOnS 134

    STEp 4: CREATE An IMpLEMEnTATIOn TIMELInE 138

    STEp 5: pLAn MInI-pILOTS AnD ITERATIOn 140

    STEp 6: CREATE A LEARnIng pLAn 144

    Metod: Track Idicators 146

    Metod: Ealate Otcomes 148

    FIELD GUIDE 154Te Field gide cotais workseets tat will el yo to

    reare or ad codct eld researc. Te Field gide ad

    te Asiratios Cards, are all yo will eed to take to te

    eld wit yo.

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    NTRUCTN A

    NTR

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    ARE yOU

    LOOKINGTO...bring innoation to the ase

    of the ramid? Enter a ne region?

    Adat a technolog to our region?Understand the needs of constituents

    etter? Find ne methods for

    monitoring and ealuation?

    Introduction

    Human Centered Design

    DCH

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    DC2 H

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    It cotais te elemets to hma-Cetered Desi, a rocess

    sed or decades to create ew soltios or mlti-atioal

    cororatios. Tis rocess as created ideas sc as te

    heartStart debrillator, CleaWell atral atibacterial rodcts,

    ad te Blood Door System or te Red Crossioatios tat

    ae eaced te lies o millios o eole.

    No Human-Centered Design can hel ouenhance the lies of eole liing on lessthan $2/da.

    Tis rocess as bee secially-adated or oraiatios

    like yors tat work wit commities i eed i Arica, Asia,ad Lati America.

    hma-Cetered Desi (hCD) will el yohear te eeds

    o costitets i ew ways, createioatie soltios to

    meet tese eeds, ad delier soltios wit acial

    sstaiability i mid.

    LETS GET STARTED.

    THISTOOLKIT

    wASMADE FORyOU.

    Itrodctio

    hma Cetered Desi

    H DC

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    wHy DOHUMANCENTEREDDESIGN?because it can hel our organiation

    connect etter ith the eole ou

    sere. It can transform data into

    actionale ideas. It can hel ou tosee ne oortunities. It can hel to

    increase the seed and effectieness

    of creating ne solutions.

    Introduction

    Human Centered Design

    Itrodctio

    Wy Do hCD?

    H DC4

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    wHy A TOOLKIT?

    because the eole are the exerts.Tey are te oes wo kow best wat te rit soltios are.

    Tis kit doest oer soltios. Istead, it oers teciqes,

    metods, tis, ad workseets to ide yo tro a rocess

    tat ies oice to commities ad allows teir desires to ide

    te creatio ad imlemetatio o soltios.

    because onl ou kno ho to est use it.hma-Cetered Desi is a rocess broke ito a set o tools.

    Tis is so tat yo ca ick ad coose wic teciqes

    work best or yor cotet ad yor sitatio. use it aloe

    or alo wit pRISM, ale cai aalysis, pRA, trialatio

    or oter metods yo se i yor oraiatio to imaie

    ad imlemet ew ideas.

    we are excited aout our ailit to continuerelicating the Human-Centered Design rocessto create and ring to scale ne aroaches

    to roide ee care in the deeloing orld.

    vISIONSpRING, INDIA

    HCD surrised us ecause een eoleho didnt kno a lot aout the toicere ale to create so man solutions.

    IDE vIETNAM

    H DC

    Itrodctio

    Wy Do hCD?

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    THE THREE LENSES OFHUMAN-CENTERED DESIGN

    hma-Cetered Desi (hCD) is a rocess ad a set o teciqes sed

    to create ew soltios or te world. Soltios iclde rodcts, serices,

    eiromets, oraiatios, ad modes o iteractio.

    Te reaso tis rocess is called ma-cetered is becase it starts wit te

    eole we are desii or. Te hCD rocess beis by eamii te eeds,

    dreams, ad beaiors o te eole we wat to aect wit or soltios.

    We seek to liste to ad derstad wat tey wat. We call tis te Desirability

    les. We iew te world tro tis les troot te desi rocess.

    Oce we ae idetied a rae o wat is Desirable, we bei to iew or

    soltios tro te leses o Feasibility ad viability. We carelly bri

    i tese leses dri te later ases o te rocess.

    what do eole desire?

    what is technicall and organiationall feasile?

    what can e financiall iale?

    DESIRAbILITy

    FEASIbILITy

    vIAbILITy

    Itrodctio

    Te Tree Leses o

    hma Cetered Desi

    H C D6

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    Te soltios tat emere at te

    ed o te hma-Cetered Desi

    sold it te oerla o tesetree leses; tey eed to be

    Desirale, Feasile, and viale.

    DESIRAbILITy

    FEASIbILITy vIAbILIT y

    Start here

    H

    Itrodctio

    Te Tree Leses o

    hma Cetered Desi

    DC

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    HEAR

    Dri te hear ase, yor Desi Team will collect

    stories ad isiratio rom eole. Yo will reare or

    ad codct eld researc.

    H C

    THE HCD pROCESSTe rocess o hma-Cetered Desi starts wit a secic Desi Callee ad

    oes tro tree mai ases: hear, Create, ad Delier. Te rocess will moe

    yor team rom cocrete obseratios abot eole, to abstract tiki as yo

    coer isits ad temes, te back to te cocrete wit taible soltios.

    8 H DC

    Itrodctio

    Te hCD process

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    CREATE

    I te Create ase, yo will work toeter

    i a workso ormat to traslate wat yo eard rom

    eole ito rameworks, oortities, soltios, ad

    rototyes. Dri tis ase yo will moe toeter rom

    cocrete to more abstract tiki i idetiyi temes

    ad oortities, ad te back to te cocrete wit

    soltios ad rototyes.

    DELIvER

    Te Delier ase will bei to realie yor soltios tro

    raid reee ad cost modeli, caability assessmet,

    ad imlemetatio lai. Tis will el yo lac ew

    soltios ito te world.

    D

    To recall these hases, siml rememer H-C-D.

    Abstract

    Concrete

    H DC

    Itrodctio

    Te hCD process

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    HOwTO USETHIS

    TOOLKITThis toolkit will guide youthrough an innovation process

    based on HCD methodology.

    Itrodctio

    how to use tis Toolkit

    H DC10

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    TIp

    wATCH

    OUT

    Tere is te acilitator ersio o te Toolkit. I yo

    are te acilitator, se te otes roided to yo i te

    maris as ro istrctios o ow to moe yor team

    orward tro te ioatio rocess. please add ay

    additioal istrctios, metods, or teciqes yo eel

    wold be releat to yor desi callee.

    Te acilitator mst ser is/er ower wisely.

    Te acilitator is a role to lead te team tro

    te rocess; tis erso ca certaily cotribte to

    te cotet o te ideas, bt sold ot se is/er

    ower to sway decisios.

    A FLEXIbLE TOOLKITusi tis toolkit o its ow will yield reat soltios.

    howeer, hCD is also ery eible ad ca comlemet

    or be slemeted by arios oter aroaces.

    Metods sc as particiatory Rral Araisal (pRA),

    Sbsector/vale Cai Aalysis ad Trialatio ca

    all be icororated ito te hCD metodoloy roided

    ere. For eamle, yor Desi Callee may ecessitate

    kowi abot te mai o illae resorces. I a team

    member is amiliar wit a pRA metod eectie or

    ateri tis kid o iormatio, it sold absoltely

    be icororated ito te rocess.

    So be creatie ad rioros i coosi ad mii yor

    metods te best otcomes mit come rom te most

    eected combiatios!

    H DC

    Itrodctio

    how to use tis Toolkit

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    bESTpRACTICES

    FORINNOvATIONBy completing thousands o innovation

    and design challenges, IDEO has

    learned a ew rules or creating anenvironment to acilitate innovation.

    See i any o these can be applied to

    your organization.

    Itrodctio

    Best practices

    or Ioatio

    H DC12

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    TIp

    To esre tat tere is a balaced eder ersectie,

    iole emale sta i all ases o tis rocess.

    MULTI-DISCIpLINARy TEAMSTe callees yo ace are ery comle ad are likely to

    ae bee elored by redecessors. Yo will ae a ier

    likeliood o sccess at soli sc comle, difclt, ad

    already-eamied roblems by itetioally assembli te

    rit team o eole. Tis team will work best i it cosists o

    a core ro o 3-8 idiidals, oe o wom is te acilitator.

    By mii dieret disciliary ad edcatioal backrods,

    yo will ae a better cace o comi wit eected

    soltios we tese eole aroac roblems rom

    dieret oits o iew.

    DEDICATED SpACEShai a searate roject sace allows te team to be

    costatly isired by imaery rom te eld, immersed

    i teir ost-it otes, ad able to track te roress o

    te roject. I ossible, d a dedicated sace or yor

    desi team to ocs o te callee.

    FINITE TIMEFRAMESMay eole otice tat tey work best wit deadlies ad

    cocrete timelies. Likewise, a ioatio roject wit a

    beii, middle, ad ed is more likely to kee te teammotiated ad ocsed o moi orward.

    Itrodctio

    Best practices

    or Ioatio

    H DC

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    The ollowing Scenarios o Use help

    to outline our possible ways to usethis toolkit or innovation. The rst two

    scenarios utilize the principle o nite

    timerames to rame the entire challenge,

    while the latter two demonstrate how

    small sections o the toolkit can be usedto provide motivation, concrete goals,

    and a path to getting unstuck in

    longer-term programs.

    SCENARIOSOF USE

    DC14

    Itrodctio

    Scearios o use

    H C D

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    SCENARIO 1:THE wEEK-LONGDEEp DIvETis mode o eaemet orces te desi team to work

    qickly to ater ad aalye data, te moes raidly to

    soltios, rototyes ad las. Te oe-week timerame

    is a amiliar timelie tat is lo eo to ai ood

    derstadi, yet sort eo to allow a stressed

    oraiatio to t limited resorces aaist a callee.Tis ormat is ood or early-ase leari ad or

    srri ew tiki.

    Use when you:

    need to lear abot a ew area or callee qickly.

    need to kick-start tiki abot a lo-stadi

    itractable roblem.

    Wat to reres te tiki o te sta.

    pull Out and Use:

    All sectios o te Toolkit i seqece.

    TIp

    Kow te limitatios o yor data ad yor early

    rototyes we doi a Week-Lo Dee Die.

    I alidity is ecessary witot mc time or

    researc, se secodary data to trialate yor

    dis. Bild a la or iterati early rototyes

    or tre reemet.

    H DC

    Itrodctio

    Scearios o use

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    SCENARIO 2:

    THE SEvERAL-MONTHDEEp DIvEA loer Dee Die ca last seeral weeks to seeral

    mots. Tis mode o se eables a deeer, more aced

    derstadi ad teoriatio o a comle callee

    or roblem. Wit a loer time rame, more locatios ca

    be eamied ad more stakeolders i te ale cai

    ca become articiats i te rocess.

    Use when you:

    need to desi robst soltios becase te ds

    or imlemetatio are aailable.

    hae te resorces to allocate o tiki tro

    a mlti-aceted callee.

    need to eae may actors i te rocess, sc

    as arters, ale cai stakeolders, ders, etc.

    pull Out and Use:

    All sectios o te Toolkit, allowi te atre o te

    Callee to dictate te aroriate timerames

    or eac pase.

    TIp

    We yo ae more time or a Dee Die, it may

    be temti to sed te ast majority o time doi

    more researc. pay attetio ad otice we yo

    are itti decreasi retrs ad sto te researc

    we yo are leari little ew iormatio. Remember

    i te early staes, yo are doi researc to derstad

    te roblem ad isire te team. Tere will be time

    to alidate later.

    16 H DC

    Itrodctio

    Scearios o use

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    SCENARIO 3:ACTIvATING ALREADy-EXISTINGKNOwLEDGEOte oraiatios ae a reat deal o researc ad

    already-eisti iormatio bt are able to traslate all

    tat iormatio ito actioable soltios. I tis case, te

    rocesses otlied i Create ad Delier ca el yor team

    trasorm wat yo kow ito tis yo ca start doi.

    Use when you:

    hae a lot o data ad yo dot qite kow

    wat to do wit it.

    hae bee eari iteresti stories rom te eldsta ad wat to see i tose stories ca yield ew

    oortities or soltios.

    hae a robst researc metodoloy tat yo

    like better ta te oe i tis toolkit.

    pull Out and Use:

    Create

    Delier

    TIp

    Ee i yo ae te iormatio catred i a

    dieret orm (i Word docmets, or eamle),

    take te time to traslate tat iormatio tro

    te Story Sari metods otlied i te rst

    art o te Create booklet.

    H DC

    Itrodctio

    Scearios o use

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    SCENARIO 4:

    COMpLEMENTING EXISTINGLONG-TERM ACTIvITIESMay hCD metods are alicable at dieret times to

    te callees yor oraiatio will ace i Tecoloy

    Adatatio, Moitori & Ealatio, etc. We oe tat yo

    will d some o te teciqes sel i isi te sirit

    o ioatio i yor day-to-day actiities, ee we tere

    is o elicit Desi Callee at ad. pick ad coose yor

    metods as yo wis to el comlemet yor daily work.

    Use when you:

    Wat a ew teciqe to add to yor work roties.

    See a metod i tis toolkit tat yo d alicableto te daily callees yo ace.

    Cat set aside te resorces or a hCD roject,

    bt wat to ise te sirit o hma-Cetered Desi

    i yor eeryday work.

    pull Out and Use:

    Ay ieces o yor coosi.

    TIp

    For eamle, i yore worki o adati a eisti

    tecoloy ad ae already-eisti iormatio abot

    te cotet yo wat to adat to, se Stes 3, 4, 5,ad 6 i te Create book to ide yo tro seeral

    iteratios o oortity ideticatio, braistormi,

    rototyi, ad ser eedback.

    O te oter ad, i yo are looki or el i ateri

    data or M&E reorti, se te eercises i te Field

    gide to slemet yor crret actiities.

    18 H C D

    Itrodctio

    Scearios o use

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    IOSFSE

    H DC

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    HEAR

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    IMpROvIng ACCESS TO ECOnOMIC RESOuRCES, MOngOLIA

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    EngAgIng COMMunITIES In DESIgn, RWAnDA

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    WATER STORAgE AnD TRAnSpORTATIOn, InDIA

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    H DC

    Desii meail ad ioatie soltios tat

    sere yor costitets beis wit derstadi

    teir eeds, oes ad asiratios or te tre.

    Te hear booklet will eqi te team wit metodoloies

    ad tis or eai eole i teir ow cotets i

    order to derstad te isses at a dee leel.

    HEAR:GOALS

    goals o tis book are to ide:

    wHO TO TALK TO

    HOw TO GAIN EMpATHy

    HOw TO CApTURE STORIES

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    Great technique for gettingfarmers to tell stories.

    IDE zAMbIA

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    H DC

    At te ed o te hear sectio, reare to o to te eld

    by comleti tese workseets rom te Field gide:

    Recriti pla

    Researc ScedleIdetity, power & politics

    gro Iteriew gide

    Idiidal Iteriew gide

    HEAR:OUTpUTS

    Otts o te hear pase are:

    pEOpLES STORIES

    ObSERvATIONS OF CONSTITUENTS REALITy

    DEEpER UNDERSTANDING OFNEEDS, bARRIERS, & CONSTRAINTS

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    Qualitative research methods enable

    the design team to develop deep

    empathy or people they are designing

    or, to question assumptions, and toinspire new solutions. At the early stages

    o the process, research is generative

    used to inspire imagination and inorm

    intuition about new opportunities and

    ideas. In later phases, these methodscan be evaluativeused to learn quickly

    about peoples response to ideas

    and proposed solutions.

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    H DC

    what ill qualitatie research

    methods do?

    Qalitatie metods ca coer deely-

    eld eeds, desires, ad asiratios. It is

    articlarly sel i early-stae researc

    to test assmtios abot te world,

    ad we we caot assme tat te

    researcers already kow te etire

    ierse o ossible aswers, belies,

    ad ideas o te articiats.

    Qualitatie methods canhel uneil eoles social,olitical, economic, andcultural oortunities andarriers in their on ords.

    Qalitatie researc ca also be owerl

    or aalyi ad mai te relatioal

    dyamics betwee eole, laces, objects,

    ad istittios. Tis is ossible becase

    eomea i te social world ted to be

    iterally related (tat is, tey are mtally-

    deedet ad co-costitted).

    By eamii te etreme eds o a set o

    eomea i det, te etire ierse

    o relatiosis ca be illmiated sice

    oter istaces will all somewere o te

    ma o relatios ad liks. Oce a set o

    relatiosis are idetied, tey ca be

    iterroated si iterretie metods or

    rter reed or qatitatie testi.

    what ill qualitatie research

    methods not do?

    Qalitatie metods will ot determie

    aerae beaiors/attitdes or aswer

    qestios sc as: Are eole i x

    reio more likely to do tis ta i

    Y reio? Tis is becase qalitatie

    metods do ot coer a samle lare

    eo to be statistically siicat.

    Dee understanding,

    not road coerage,is the strength ofqualitatie research.

    I later ases o te desi rocess,

    qatitatie researc becomes a ood

    comlemet to derstad, or eamle,

    te otetial adotio o a ew soltio

    or to derstad ow te eect o

    soltios will ary rom reio to reio.

    HEAR:THEORy

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    34 H C D

    hear

    Idetiy A

    Desi Callee

    IDENTIFy ADESIGN CHALLENGE

    Te odatio o hCD is a cocise Desi Callee. Tis callee will

    ide te qestios yo will ask i te eld researc ad te oortities ad

    soltios yo will deelo later i te rocess. A Desi Callee is rased

    i a ma-cetered way wit a sese o ossibility. For eamle: Create sais

    ad iestmet rodcts tat are aroriate or eole lii i rral areas.

    TIp

    #1

    TIp

    #2

    Te Desi Callee ca be decided by oraiatioal

    leadersi or ca be deeloed tro a team-based

    aroac. I eiter case, bei by idetiyi callees

    eole are aci or sriboard o oortities te

    oraiatio is iterested i elori. narrow tis list

    dow to oe secic desi callee.

    A good Design Challenge should e:

    Framed i ma terms (rater ta tecoloy,

    rodct, or serice ctioality)

    Broad eo to allow yo to discoer te areas

    o eected ale

    narrow eo to make te toic maaeable

    Facilitator Notes

    Ste 1: Work wit

    leadersi to idetiy

    a list o criteria or te

    callee. (i.e. Does

    it eed to t ito a

    certai timerame?

    Does it eed to ae

    a eoraical or

    toical ocs? Does

    it eed to t ito

    a eisti iitiatie?

    Does it eed to elore

    ew oortities?)

    Ste 2: Wit

    leadersi, te

    desi team, ad/or

    costitets, make a

    list o te callees

    yo are aci.

    Ste 3: Re-rame

    tose callees

    rom te costitets

    oit o iew ad

    broader cotet.

    Ste 4: vote or select

    te to two or tree

    callees based o

    yor criteria.

    Ste 5: narrow to oe

    callee wit it

    rom key stakeolders.

    Ste 6: Write a

    sccict, oe setece

    Desi Callee to

    ide te desi team.

    Time:

    1-1.5 hors

    Difficult:

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    IGNHALNGEwATCHOUT

    TRy

    Te callee yo coose may be related to adotio

    o ew tecoloies, beaiors, medicies, rodcts,

    or serices. Tis mit lead to rami a desi callee

    tat is oraiatio-ocsed, sc as how ca we et

    eole i illaes to adot sais accots? Istead,

    to act as a sriboard or ioatio, te callee

    sold be re-ramed i a more ma-cetered way,

    sc as how ca we create a acial saety et

    or eole i illaes?

    Start te desi callee wit a actio erb sc as

    Create, Deie, Adat, etc. Or rase te callee

    as a qestio starti wit: how ca...?

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    TEAM-bASED DESIGNCHALLENGE DEFINITIONIn Ethiopia, IDE dened the design challenge through a series o dierent

    steps. First a small core team the country director and IDE corporate

    sta determined a set o criteria and short list o important challenges.

    Armed with this inormation, the country director and design team

    developed a set o criteria or the design challenge. This criteria was:

    Limited enough to complete the challenge in 3-4 days

    Focused on armer needs

    Broad enough to discover what is desirable to armers

    Next, the team listed all the challenges they wanted to pursue.

    The country director then gave the team some inormation about the

    conversation among the core team which helped to ocus the choices.

    Reerring back to the criteria the team developed, the challenges were

    narrowed through a democratic vote. The top three were:

    What can we oer armers who dont have enough rainwater access?

    What are the best ways to communicate IDE oerings to armers?

    What makes armers say yes?

    The team discussed the possibilities and decided that the second and

    third were actually closely related. So the team re-phrased the Design

    Challenge to become: Dene the appropriate approach or reaching

    a larger number o smallholder armers with IDE oerings.

    Ater more discssio ad a al ote, tis callee was selected.

    CASESTUDy

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    IzENOEDG

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    Recoie Eisti

    Kowlede

    TRy

    Caces are ood tat yo already ae some kowlede abot te toic.

    Codcti a Wat Do We Kow? sessio els call ort eisti kowlederelated to te Desi Callee. Oce docmeted, yo ca reely ocs o

    discoeri wat yo dot yet kow.

    RECOGNIzE EXISTINGKNOwLEDGE

    First, o post-Its, write dow wat yo already kow

    abot te Desi Callee, icldi:

    Wat eole eed or wat

    Wat tecoloies ca el i tis callee

    Wat soltios or ideas are bei tried i oter areas

    Ay early yoteses abot ow to sole te

    Desi Callee

    Are tere ay cotradictios or tesios tat emere?

    Were is te teams kowlede te stroest: o te

    eeds o eole, o te tecoloical ossibilities, or i

    ow to imlemet ideas?

    net, write dow wat yo dot kow bt eed to lear

    abot te area o iestiatio, sc as:

    Wat costitets do, tik, or eel

    how eole ale oeris

    Wat costitets tre eeds may be

    Callees to imlemetatio o ideas

    Were are te biest eeds or researc?

    how sold te recriti stratey be tailored?

    Wic cateories mit strctre te discssio ide?

    Facilitator Notes

    Ste 1: post te desi

    callee so tat te

    team ca see it.

    Ste 2: had ot

    ost-it otes to te

    desi team, ad ask

    tem to write wat

    tey already kow

    abot te toic.

    hae oe iece o

    iormatio er

    ost-it ote.

    Ste 3: Ask eac

    erso to read teir

    otes, ad ost tem

    der te desi

    callee. Ask

    oters to disaree

    or callee ay

    o te assmtios

    tat come ot.

    Ste 4: Ask te team

    to write dow o

    ost-it otes wat

    tey dot kow

    abot te callee

    ad read teir otes.

    post tese otes i

    a dieret area.

    Ste 5: gro te

    ost-it otes ito

    temes to el te

    team deelo researc

    metods, a recriti

    la, ad te

    iteriew ide.

    Time:

    30-60 mis.

    Difficult:

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    40 H DC

    Hear

    Identify People

    to Speak With

    Recriti aroriate ad isiratioal articiats is critical. Attetio to eder,

    eticity, ad class balace is crcial or researc.

    For researc meat to isire ew oortities, it is sel to d eole wo

    rereset etremes. Etreme articiats el to eart articlated beaiors,

    desires, ad eeds o te rest o te olatio, bt are easier to obsere ad

    idetiy becase tey eel te eects more owerlly ta oters. By icldi

    bot eds o yor sectrm as well as some eole i te middle, te ll rae

    o beaiors, belies, ad ersecties will be eard ee wit a small mber o

    articiats. Icldi tis ll rae will be imortat i te later ases, esecially

    i costrcti ood rameworks ad roidi isiratio or braistormi.

    IDENTIFy pEOpLETO SpEAK wITH

    GENDER

    wATCH

    OUT

    Some commities may be resistat to male ngO sta

    iteriewi wome. Make sre emale sta el recrit

    & iteriew wome.

    gro sessios are a reat sriboard to idetiy

    articiats or te idiidal iteriews. howeer,

    commities ote wat to sowcase oly te

    most sccessl costitets or male commity

    members to ngOs.

    Facilitator Notes

    Ste 1: Deelo

    te sectrm alo

    wic to recrit.

    geerate seeral

    otios (i.e. hi

    icome to low icome,

    early adoter to risk

    aerse, lare ladolder

    to ladless). Idiidallyor collectiely arrow

    to oe or two releat

    sectrms to make sre

    etremes are coered

    i te researc.

    Ste 2: Idetiy te

    releat locatios to

    recrit articiats.

    Ask stakeolders to

    list ood areas or tis

    researc. pick 2-5 eld

    sites tat ary rom oe

    aoter (i.e. a dry ad

    a wet site or a site i a

    cetral district ad oe

    more remote).

    Ste 3: Select

    aroriate commity

    cotacts to el

    arrae commity

    meetis ad idiidal

    iteriews. Make sre

    commity cotacts

    iclde me & wome.

    Time:

    30-60 mis.

    Difficult:

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    Identify People

    to Speak With

    TIp

    #2

    Reer to te Field gide to el

    ide yor recriti.

    Oe-tird o articiats mit be ideal costitets:

    tose wo are sccessl, adot ew tecoloies

    qickly, ad/or eibit desirable beaiors.

    Oe-tird o articiats sold be o te oosite

    etreme: tose wo are ery oor, resistat to ew

    tecoloies, ad/or eibit roblematic beaiors.

    Oe-tird o articiats sold be somewere i

    betwee: tose wo te researcers beliee rereset

    more aerae eole.

    To satisy te ecoomic sectrm rom te more

    well o to te ery oor, yo mit ask:

    Ca yo itrodce me to a amily wo caot

    aord to sed teir cildre to scool?

    Wo as ot bee able to aord maiteace

    or reairs to teir ome?

    Wo as eerieced a recet setback

    (medical roblems, bad arest, etc)?

    TIp

    #1

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    42 H DC

    hear

    Coose Researc Metods

    Metod: Idiidal Iteriew

    Desi researc is sel to ot oly derstad idiidals bt also

    rame idiidal beaiors i te cotet ad commity tat srrods

    tem. Tereore, it will be imortat to emloy may metods o researc.

    I additio to te metods described i tis book, secodary sorces

    ad qatitatie data ca be slemeted to derstad icome or

    asset ariaces across dieret reios. Fie metods described ere are:

    Idiidal Iteriew

    gro Iteriew

    I Cotet Immersio

    Sel-Docmetatio

    Commity-Drie Discoery

    Eert Iteriews

    Seeki Isiratio i new places

    CHOOSE RESEARCH METHODS

    METHOD:INDIvIDUAL INTERvIEwIdiidal iteriews are critical to most desi researc,

    sice tey eable a dee ad ric iew ito te beaiors,

    reasoi, ad lies o eole. I ossible, arrae to

    meet te articiat at is/er ome or worklace, so yo

    ca see tem i cotet. I-cotet iteriews ie te

    articiat reater ease ad allow yo to see te objects,

    saces, ad eole tat tey talk abot dri te iteriew.

    wATCH

    OUT

    If there are many people on the research team, no more

    than three people should attend any single interview

    so as to not overwhelm the participant and/or create

    difficulty in accommodating a large group inside the

    participants home.

    Reer to Ste 5: Deelo a Iteriew Aroac to

    create a set o qestios or yor idiidal iteriews.

    Facilitator Notes

    Ste 1: Ater yor

    team as writte

    te Iteriew

    gide (see Field

    gide), ractice te

    idiidal iteriew

    by arteri i

    teams o two. Oe

    erso lays te

    role o te iteriewer

    ad te oter te

    iteriewee. Ask te

    teams to o tro

    a ractice iteriew

    wit teir arter.

    Ste 2: Ask te team

    wat tey leared

    tro tis eercise.

    Are tere ay toics

    or qestios tat

    are missi?

    Time:

    60-90 mis.

    Difficult:

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    The interview should be conducted without an audience,

    since the presence of neighbors, friends, or others can

    sway what the person says or what they are able to

    reveal. Privacy can often be difficult to create, however.

    One tactic to accomplish privacy is to have one person

    on the research team pull the audience aside and engage

    them in a parallel conversation in a place where the

    primary interview cannot be heard.

    TIp

    #1

    TIp

    #2

    Assign the folloing roles so that each erson

    has a clear urose isile to the articiant:

    oe erso to lead te iteriew

    a ote taker

    a otoraer

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    44 H DC

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    Coose Researc Metods

    Metod: gro Iteriew

    METHOD:

    GROUp INTERvIEwGroup-based interviews can be a valuable way to learn

    about a community quickly. Group interviews can be

    good for learning about community life and dynamics,

    understanding general community issues, and giving

    everyone in a community the chance to voice their views.

    gro iteriews are ot ood or aii a dee

    derstadi o idiidal icome streams, coeri

    wat eole really tik, or derstadi ow to cae

    commoly-eld belies or beaiors.

    TIp

    #1

    Guidelines for grou meetings:

    Sie: 7-10 eole rom dierse ecoomic backrods

    place: Meet o etral rod i a sared commity

    sace tat all eole ae access to (reardless o ae,

    eder, stats, race).

    geder: Mied or same-se ros deedi o

    te cstoms i tat commity (i me ad wome

    sold meet searately, two acilitators ca r te

    ros i arallel).

    Ae: Mied ros o arets ad tees/cildre,deedi o te toic ad local cotet.

    Are te iewoits o me ad wome eqally

    aled i tis commity? I ot, it may make sese

    to ae two meetis, oe wit wome oly ad oe

    wit me oly.

    Are olitical eayweits (sc as cies, local

    admiistrators, etc) reset? I so, teir oiios

    may amer te ability o oters to seak reely.

    Does te commity iew yo as a sorce o ds,

    its, or carity? I so, teir iteractios may be

    ieced by te desire to access otetial beets;

    it may be ell to reare a itrodctio tat

    makes te rose o te iteriew clear ad state

    tat oti will be ie away.

    wATCH

    OUT

    Facilitator Notes

    Ste 1: Ater te team

    deelos a gro

    Iteriew gide(see Ste 4), ae

    te team arter i

    ros o two or a

    ractice iteriew. Ask

    te iteriewers to

    deelo a aroac

    or icldi wome

    ad qieter members

    o te ro. Ask

    tem also to deelo

    strateies or aski

    eole wo may

    be domiati

    te coersatio

    to allow oter

    eole to aswer.

    Ste 2: hae te team

    sare best ractices

    or icldi qieter

    members o te ro

    ad redirecti te

    coersatio away

    rom eole wo

    are domiati

    te coersatio.

    Time:

    1.5-2 hors

    Difficult:

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    TIp

    #2

    ngOs ca sometimes itetioally sed a messae

    o searateess by weari braded ngO cloti

    ad creati satial distace betwee temseles

    ad te articiats. Its imortat to lesse tese

    barriers ad to disrt commo ierarcical ercetios

    o beeactor/researcer ad reciiet/articiat.

    here are some tis:

    Sit at te same eit leel as te articiats

    I tere is more ta oe researcer, dot sit

    toeter; staer yorseles troot te ro

    Try ot to wear oraiatio-braded cloti tat

    siies yor stats as beeactor or researcer

    Emlate te same stats o cloti as articiats

    (ote: tis does ot mea weari te traditioal

    dress o te costitet commity i tis is ot

    yor ow eritae)

    Reer to Ste 5 : Deelo a Iteriew Aroac

    to idetiy qestios or te ro.

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    Coose Researc Metods

    Metod: I-cotet Immersio

    METHOD:IN CONTEXT IMMERSIONMeeting people where they live, work, and socialize and

    immersing yourself in their context reveals new insights

    and unexpected opportunities.

    Human-Centered Design works best when the designers

    understand the people they are designing for not just on an

    intellectual level, but also on an experiential level. Try to do

    what your constituents do and talk to them about their

    experience of life in the moment.

    GENDER

    O a roject i rral Idia, eole said tat cltral

    traditio reeted wome rom toci me wo

    are ot immediate amily members. howeer, by

    sedi seeral days i a illae, te team obsered

    tat tere were may istaces i wic traied or

    iormed wome doi secic jobs were able to

    toc me witot ay serios roblems. Tese as

    betwee wat eole say ad wat tey do are ot bad.

    I act, seei tese diereces may ilit ew

    oortities; or eamle, desii a ew medical

    serice tat cold be roided by iormed wome.

    TRy

    #1

    TRy

    #2

    work Alongside

    Sed a ew ors to a ew days worki wit someoe.

    By eerieci te bsiess ad actiity rstad, yo

    may ai better derstadi o teir eeds, barriers,

    ad costraits.

    Famil Homesta

    Ask a amily to ost 1-2 team members or a ew its

    i teir ome. Stayi or a ew its allows te amily

    to ai comort ad act atrally. Ater te secod it,

    ery ew eole ca maitai a sow or ests, ad

    te derstadi ad ematy te team will ai will

    icrease te loer yo stay i oe lace.

    Facilitator Notes

    Ste 1: To la a

    omestay, idetiy

    eole willi to

    ost a researcer or

    oe-to-tree its

    i teir ome.

    Deedi o local

    cstoms, leel o

    saety, ad laae

    barriers, team

    members ca stay i

    omes idiidally or

    arter i ros

    o two to tree eole.

    Ste 2: Make sre te

    team derstads

    tat te oal o tis

    eercise is to see

    ow articiats lieday-to-day. Adise

    yor team ot to

    bri elaborate its,

    ood, or alcool to

    te omestay.

    howeer, a small

    it o ordiary

    oseold slies

    or el wit ormal

    amily eeses is

    erectly e.

    Ste 3: Tell team

    members to

    articiate wit

    te amily i teir

    ormal roties.

    Ask te team to

    sed time wit

    ad talk to te me,

    wome, ad cildre

    i te oseold. Its

    imortat to see

    ow te oseold

    works rom all tese

    dieret ersecties.

    Time:

    2-4 Days

    Difficult:

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    ONEXTMME

    what eole sa (and think) the do and hat the

    actuall do are not alas the same thing.

    Wit o itet to mislead yo, eole ote ae stro

    belies abot wat tey do o a daily basis tat diers

    rom wat tey actally do. Te oal is ot to correct or

    oit ot te misercetio, bt rater to derstad

    te dierece.

    TIp

    #1

    TIp

    #2

    TIp

    #3

    putting ourself in someones shoes enales

    ou to get eond hat eole sa to hat

    the think and feel.

    Bei i-cotet meas aii tre ematy tro

    bei wit eole i teir real settis ad doi te

    tis tey ormally do. Tis kid o dee immersio

    ies s Iormed Ititio tat we take back wit s

    to desi soltios. We bei to take o te ersectie

    o te iteriew articiat wic eables s to make

    desi decisios wit teir ersectie i mid.O corse, we always o back ito te eld ad et

    eedback rom te sorce to see i or Iormed

    Ititio led s to te rit coices, ad ow we

    ca imroe tem.

    Dee immersion shos commitment and staing oer.

    For eamle, worki wit a erso or a day i is or er

    eld, lii wit a amily or a ew days or eli tem

    bri teir rodcts to market are ways o sowi yor

    dee iterest i te day-to-day lies o yor articiats.

    Trst is bilt oer time ad eole eel at ease sari

    teir las ad oes or te tre. May ngOs ai

    tis det o coectio oer may mots o relatiosi

    bildi. Some teciqes like te oerit stay described

    i te case stdy o te et ae ca accelerate tis

    trst bildi.

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    OvERNIGHTSTAy IN THE FIELDOn a project to increase small holder armer income or IDE

    Ethiopia, the design team stayed overnight in Arsi Negelle,

    Ethiopia, where they plowed the amilys elds the next morning.

    The overnight enabled the team to get beyond the common

    stories people tell to NGOs and learn about one armers most

    intimate plans or the uture.

    They visited a armer named Roba the rst evening and

    once again the next day.

    When they rst met Roba, he portrayed an overall sense o

    hopelessness. He described things that happened TO him, in

    particular the governments recent land redistribution. Some

    armers received land in the irrigated area near the lake.

    Some did not. He was in the latter group.

    The next day, he was shocked to discover that the team was

    still there. His demeanor had changed completely. He knew

    the team was committed. This time, he shared that in act he

    did have a plan or pulling his amily out o poverty. I he could

    secure a $200 USD loan, he would rst buy an ox so he wouldnt

    have to trade two days o his own labor to borrow a neighbors.

    Then hed rent a piece o land in the irrigated territory and

    purchase improved seed. He no longer viewed the team as a

    wealthy NGO who was there to provide a ree git, but rather

    a partner in how he could take command o his own uture.

    CASESTUDy

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    Coose Researc Metods

    Metod: Sel-docmetatio

    METHOD:SELF-DOCUMENTATIONSelf-Documentation is a powerful method for observing

    processes over a long period of time, or for understanding

    the nuances of community life when the researcher cant be

    there. Records of experiences, such as journal entries, allow

    the team to see how participants see their life, community,

    and relationships.

    GENDER

    Be sesitie to wo as access to wat i a commity.

    It is imortat to recrit bot me ad wome i tis

    eercise to ae a balace o ersecties. Also be

    sesitie to class, ae, ad oter actors tat will aect

    te iormatio eole are able to collect ad record.

    TRy

    Recrit seeral eole ad ie tem cameras, ideo

    cameras, oice recorders or jorals, wit istrctios.

    Ask tem to docmet teir eerieces oer a ew

    days or weeks. gie articiats istrctios desied

    to ide tem o ow to easily record actiities tat

    will yield releat iormatio to te researc roject.

    Te easier it is to sel-docmet, te more likely it is

    tat articiats will comlete te eercise.

    TIp

    #1

    TIp

    #2

    Ote teeaers ad yo eole are ood articiats

    i sel-docmetary eercises. Yo eole ted to

    wat to eress temseles i ew ways, ad ca d

    te rocess o docmeti teir lies ad tecommity less itimidati ta older adlts.

    Yo may d tat yor articiats eed a little el

    ractici te teciqes or sel-docmetatio. I tis is

    te case, sow some eamles o ow oter eole ae

    doe sel-docmetatio, or sed a ew ors wit te

    articiat to sow tem ow to catre iormatio.

    Facilitator Notes

    Ste 1: Decide wat

    yo wold like eole

    to docmet -- teir

    eelis, actiities,amily lie, icome,

    or beaiors. Based

    o tis, decide wat

    te best mode or

    collectio o te

    iormatio mit be:

    otoras, diaries,

    oice recordis, etc.

    Ste 2: gie

    articiats te tools

    ad istrctios to

    docmet temseles

    or seeral days.

    Ste 3: We

    yo retr to te

    articiats, reiew

    te materials toeter.

    Remember to ask

    tem ot jst wat te

    tis are tat tey

    docmeted, bt also

    wy tey cose tese

    details ad ow tey

    elt abot te items.

    Time:

    2-30 Days

    Difficult:

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    Coose Researc Metods

    Metod: Commity-drie

    Discoery

    METHOD:COMMUNITy-DRIvENDISCOvERyIn most cases, the real experts on a certain topic and those

    with the most insight for the Design Challenge are the people

    in the community or end customers. Consider recruitingmembers of the community to be the primary researchers,

    translators, designers and/or key informants for the project.

    Community members with strong relationships, respected

    leaders, or people with a reputation for intelligence and

    fairness are often good people to identify as research

    partners. By asking people in the community to lead the

    research, the other participants may be able to express

    their concerns more openly and honestly. In addition,

    through their intimate knowledge of the community, these

    research partners can help interpret the hidden meaning

    and motivations behind the statements of other participants.

    TRy

    Fid eole i te commity wo are articlarly

    ioatie or wo ae bee doi tis ot o te

    ordiary i order to aciee sccess. how mit yo

    arter wit tese idiidals to isire ew soltios?

    Wat ca be leared by leerai teir ioatios

    ad kowlede?

    wATCH

    OUT

    Commity olitics ca sometimes trasorm a researc

    roject ito a commity battle or access to te resorces

    o te researcer ad/or ngO. Ee we tese resorces

    are ot real, te ercetio o aoritism ca be damai.

    Beore starti a roject tilii commity-drie

    discoery, it is imortat to derstad te releat

    dyamics ad ower relatiosis.

    Facilitator Notes

    Ste 1: Idetiy a

    ew eole i te

    commity tat will be

    ood members to ae

    o te desi team.

    Try to esre tat

    tese idiidals are

    trsted ad resected

    members o te

    commity, tat tey

    are air ad biased,ad ae o ersoal

    stake i te reslts o

    te desi soltios.

    Ste 2: Decide ow

    yo will comesate

    tese idiidals.

    Sometimes it will be

    aroriate to ay

    tem a salary based o

    wat oter members

    o te desi team are

    etti aid, wile i

    oter sitatios, o-

    moetary its are

    more aroriate.

    I yo are certai,

    seek adice.

    Ste 3: Iterate tese

    desi team members

    at eery oit i te

    roject, ali teir

    kowlede o te

    commity dyamics

    ad eeds.

    Time:

    2-4 Days

    Difficult:

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    T INERIEw

    54 H DC

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    hear

    Coose Researc Metods

    Metod: Eert Iteriews

    METHOD:EXpERT INTERvIEwSExperts can be called upon to provide in-depth and technical

    information. Reaching out to experts is particularly useful

    in cases where the team needs to learn a large amount of

    information in a short period of time, and/or where others

    have already done a lot of research on a topic.

    Some examples of good times to call upon expert

    interviews are:

    To learn about the history of a particular community

    or topic

    To understand the regulations that might affect

    design and implementation of solutions

    To gather information about new technologies that

    have been recently invented or that are on the horizon

    wATCH

    OUT

    Eert iteriews are ot a sbstitte or rimary

    researc wit articiats ad commities. Ote

    eerts oerstate teir eertise or deelo teir

    ow assmtios ad biases tat ca stie ioatio.

    Remember tat te real eerts are te eole

    yore desii or. Dot ask eerts or soltios

    or take teir ideas as te al soltio.

    TIp

    #1

    TIp

    #2

    I ossible, iteriew eerts wit dieret oits

    o iew o a toic i order to balace ot biases.

    Facilitator Notes

    Ste 1: Idetiy teareas or toics tat

    yo wold like to talk

    to eerts abot.

    Ste 2: Fid ad

    recrit tese eerts

    by telli tem abot

    yor roject ad te

    iteded let o

    time yo will seak

    wit tem. Try to

    seak wit eole

    wo ae dieret

    oiios o te toics

    to callee te team

    to tik i ew ways.

    Ste 3: Retr to

    some o tese eerts

    dri te Feedback

    ortio o te roject

    -- eerts ca be ee

    more ell we

    tere is someti

    taible or tem to

    resod to.

    Time:

    1.5-3 ors

    Difficult:

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    Coose Researc Metods

    Metod: Seek Isiratio

    i new places

    METHOD:SEEK INSpIRATIONIN NEw pLACESOe o te best ways to isire ew ideas is to look at

    similar eerieces i oter cotets, istead o ocsi

    too arrowly o te researc toic. Te simle act o

    looki at dieret cotets ca bri to mid ew isits.

    For eamle a sreo ca et isits abot oraii

    teir medical slies by isiti a ardware store, a airlie

    emloyer mit et ideas abot ceck-i by obseri a

    otel rot desk or a water-j creator cold obsere oter

    ways idiidals trasort eay objects or liqids.

    TRy

    #1

    TRy

    #2

    To idetiy isiratioal settis, list all te distict

    actiities or emotios tat make te eeriece

    yo are researci. For eamle, a doctors isit mit

    iclde te ollowi actiities ad eelis: etti

    sick, discssi a doctor isit wit amily, trael, ayi,

    ad ollowi doctor istrctios sc as taki

    medicatio or cai beaior. Fid oter sitatios

    tat iclde some or all o tese actiities ad te o

    ad obsere tem.

    Tis metod is most sel we yo ae already

    doe some researc, ad eed to reres yor tiki.

    Facilitator Notes

    Ste 1: Tik abot

    all te actiities,

    eelis, ad beaiors

    tat make te

    eeriece o yor

    callee. Ask

    te team to list

    tese toeter.

    Ste 2: net to eac

    actiity, eeli, or

    beaior, write dow

    a ew oter areas or

    sitatios were tiseists. For eamle,

    i te actiity is se

    a deice at te same

    time eery day, oter

    sitatios mit be

    ow eole se

    alarm clocks, wells,

    or mobile oes.

    Ste 3: hae te team

    ote o te sitatios

    tat tey wold like to

    obsere or isiratio

    ad arrae or a

    obseratio.

    Ste 4: Dri te

    obseratio, ae te

    team take ictres

    ad otes o te

    eeriece. Toeter,

    debrie o wat tis

    eeriece was like

    ad wat tey ca

    aly to te

    desi callee.

    Time:

    20-60 mis.

    Difficult:

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    58 H DC

    hear

    Deelo a

    Iteriew Aroac

    Metod: Iteriew gide

    Iteriewi is a art tat balaces te dal eeds o etti releat

    iormatio rom te cstomer ad eai wit tem as a crios ad

    ematetic ried. Itetioally deeloi yor stratey or iteriewi is

    key to maai tis balace. here we iclde tree iteriew metods tat

    may el yo to deelo te iteriew aroac rit or yo:

    Iteriew gide

    Sacricial Cocets

    Iteriew Teciqes

    METHOD:INTERvIEw GUIDETe semi-strctred iteriew is a key metod o eabli

    dialoe ad dee eaemet wit articiats wile

    retaii ocs o a articlar toic. Totl strctri o

    te iteriew qestios will take te articiat o a metal

    jorey rom te secic to te asiratioal to te taible.

    DEvELOp AN INTERvIEw AppROACH

    TIp

    #1

    OpEN SpECIFIC

    Warm te articiat wit qestios tey are

    comortable wit.

    1. hoseold demoraics

    2. Wo does wat i te oseold?

    3. Stories o recet ast

    GO bROAD

    promt bier, ee asiratioal, tiki tat

    tey may ot be accstomed to o a daily basis.

    4. Asiratios or te tre

    5. System-based qestios

    pRObE DEEp

    Di deeer o te callee at ad & romt

    wit wat i scearios.

    6. Icome sorces

    7. Qestios secic to ioatio callee

    8. Sacricial Cocets

    Facilitator Notes

    Ste 1: geerate a list

    o toics related to

    yor desi callee

    to coer i eld

    researc.

    Ste 2: Sort te toics

    based o wat are te

    mai cateories ad

    sb-cateories.

    Ste 3: Idetiy i

    ay toics are

    secic to male or

    emale actiities.

    Ste 4: Break ito

    ros o two. Take

    eac mai cateory

    ad assi a ro

    to eerate a list o

    qestios to ask i

    te eld based o

    te toics listed i

    te mai cateory.

    Ste 5: hae eac

    ro reset teir

    qestios to te larer

    team ad add ay

    additioal qestios

    tat may be missi.

    Time:

    1-2 hors

    Difficult:

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    TRy

    #1

    TRy

    #2

    TRy

    #3

    Bei by braistormi te toical areas yod

    like to coer dri te iteriews, like

    sorces o lieliood

    sorces o iormatio

    aci models

    Create yor ow i yor Iteriew gide at te back

    o yor Field gide based o te eamle o te

    oosite ae.

    use ost-its to catre qestios tat resod

    to tese toics. For sorces o iormatio,

    oe mit ask:

    We yo ae a setback i yor lie,

    wo do yo o to or adice?

    hae yo eard abot ew ways o doi tis i

    te ast year? how ae yo eard abot tem?

    Moe te ost-its arod to sort te qestios

    ito a loical ow based o te seqeci o

    START SpECIFIC, gO BROAD te pROBE DEEp.

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    Deelo a

    Iteriew Aroac

    Metod: Sacricial Cocets

    METHOD:SACRIFICIAL CONCEpTSSceario-based qestios or Sacricial Cocets ca el

    make yotetical or abstract qestios more accessible.

    A sacricial cocet is a idea or soltio created to el

    derstad te isse rter. It is a cocet tat doest

    ae to be easible, iable, or ossible sice its oly rose

    is deeer derstadi. A ood sacricial cocet

    sarks a coersatio, romts a articiat to be more

    secic i teir stories, ad els ceck ad callee yor

    assmtios.

    TRy

    #1

    Make a question less astract creating

    a Sacrificial Concet:

    Istead o aski: how mc wold yo ay to

    redce te risk o rcasi ew tecoloy?

    Describe two scearios or te articiat to

    coose rom: I yo ad a coice betwee two ew

    tecoloies tat cold imroe yor arm ott.

    Te rst tecoloy costs 1,000 ad comes wit o

    aratee. Te secod costs 1,500 ad comes wit

    a aratee tat by te secod arest, yor arm

    ott will doble or else we will come back, take

    te tecoloy away, ad ie yo back yor 1,500.

    Wic otio wold yo reer? Discss wy.

    TIp

    Abstract cocets difclt to aswer or may

    eole iclde:

    Qestios abot risk, israce, ad aratees

    Qestios abot trade-os

    Qestios abot retr o iestmet

    Qestios abot tre beaior

    Facilitator Notes

    Ste 1: Based o

    yor Desi Callee,

    idetiy a abstractqestio yo wold

    like to kow te

    aswer to. pose te

    abstract qestio to

    yor arter, ad

    ote te resose.

    Ste 2: now tr te

    abstract qestio ito

    a cocrete sceario

    wit two otios.

    pose yor sceario-

    based qestio

    to yor arter.

    Ste 3: now cae

    a ew o te ariables

    i yor sceario

    ad ose te

    qestio aai.

    Wat kids o

    iormatio did

    yo lear rom

    te dieret ways

    o qestioi?

    Time:

    30-60 mis.

    Difficult:

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    RIICIAON

    TRy

    #2

    TRy

    #3

    TRy

    #4

    Ask a erso to comare yor cocet to te way tey

    crretly do tis. Yo mit also create two cocetstat cotrast wit eac oter or are oosites. peole

    ae a easier time reacti to cocets i tey ae

    someti to comare it to.

    A sacricial cocet mit be a sceario told erbally

    or sow i ictres or drawis. It mit be a object

    tat te erso ca adle. It mit be a eeriece

    tat a articiat ca try.

    Look at yor desi callee ad yor bi

    qestios. Wat toics do yo wat to elore

    deely? Create a sacricial cocet to el yo

    romt te rit coersatio.

    H DC

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    CASESTUDy

    MOCK SHOpSIN RURAL GHANA

    For a project on developing consumer goods ranchises in Ghana,the IDEO team set up a Mock Shop in villages in order to understand

    how people make purchase decisions. The mock shop eatured

    personal-care products rom local and international brands at a range

    o price points.

    In the shop, the team was able to observe peoples decision-making

    processes in action. They saw how long a person stayed, observed

    the browsing process, heard common questions, and saw customers

    processes or accessing the money needed to make a purchase.

    Ater a participant looked through the shop and decided what to buy

    (or not to buy anything), the team asked ollow-up questions about

    their decision. Why had they chosen to buy an item or not when

    looking at a product? What were they considering when looking

    at product X or Y? What was the key to deciding it was the right

    product? Who were they buying it or? What questions did they have

    about amiliar products or brands compared to unamiliar ones?

    Having a real shop taught the team how people elt, thought and

    acted when making purchase decisions. It also helped the constituents

    explain something abstract purchase decisions using a concrete,

    recent example shopping at the Mock Shop.

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    64 H DC

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    Deelo a Iteriew Aroac

    Metod: Iteriew Teciqes

    METHOD:INTERvIEw TECHNIQUESTro telli stories, ma beis reeal imortat isses

    ad oortities i teir daily eerieces. Ote, wat

    eole say tey do ad wat tey actally do are ot te

    same ti. So it s imortat ot jst to rely o aski straitorward qestios i a iteriew. here are a ew teciqes or

    collecti ric stories i a iteriew.

    TRy

    DISCUSS

    Bei wit a simle eamle, like ow someoe ses a

    mobile oe. parter ad ask yor arter to bei

    wit a ShOW ME o ow tey etered te last cotact

    ito teir address book. net moe o to te FIvE WhYS

    teciqe wit yor arter. Ask tem to tell yo abot

    te last cotact tey etered ito teir address book ad

    te e cosectie Wy? qestios.

    Comare ad cotrast te tye o iormatio yo

    et rom te dieret teciqes. Let tis iorm yor

    qestioi teciqes i te eld.

    Facilitator Notes

    Ste 1: hae te team

    ractice by arteri i

    ros o two. At least

    oe erso (perso A)

    i eac team sold

    ae a mobile oe

    wit tem.

    Ste 2: Ask perso A

    to simly elai to

    teir arter (perso B)

    ow tey eter a ew

    cotact ito te oe.

    Ste 3: hae perso B

    se te Sow Me

    teciqe wit perso A.

    Ste 4: hae perso B

    se te Fie Wys

    teciqe wit perso A.

    Ste 5: Ask te team

    to come back toeter

    ad ask, Wat kid o

    iormatio did yo et

    rom si Fie Wys?

    Te ask, Wat kid o

    iormatio did yo et

    rom si Sow Me?

    Time:

    20-40 mis.

    Difficult:

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    Deelo a Iteriew Aroac

    Metod: Iteriew Teciqes

    SHOw ME

    If you are in the interviewees environment, ask him/her to show youthe things they interact with (objects, spaces, tools, etc). Capture

    pictures and notes to jog your memory later. Or have them walk you

    through the process.

    DRAw IT

    Ask articiats to isalie teir eeriece tro drawis ad

    diarams. Tis ca be a ood way to debk assmtios ad reealow eole coceie o ad order teir actiities.

    5 wHyS

    Ask Wy? qestios i resose to e cosectie aswers. Tis

    orces eole to eamie ad eress te derlyi reasos or

    teir beaior ad attitdes.

    THINK ALOUD

    As tey erorm a rocess or eecte a secic task, ask articiats

    to describe alod wat tey are tiki. Tis els coer sers

    motiatios, cocers, ercetios, ad reasoi.

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    Deelo Yor Midset

    6

    MINDSET:

    bEGINNERS MINDBeiers Mid is critical we eteri a amiliar

    eiromet witot carryi assmtios wit yo tat

    are based o rior eeriece. Tis is ote ery ard to

    do sice we iterret te world based o or eeriece

    ad wat we tik we kow. Tis les o ersoal eeriece

    ca iece wat we ocs o ad ca make s able to

    see imortat isses.

    DEvELOp yOUR MINDSET

    Te eercises listed der tis ste are alable to t yo i te rit

    rame o mid or researc. It is ote diiclt, bt ery imortat, or

    eerts

    ad roessioals to t aside wat tey kow we tey codct researc.

    Keei a oe mid takes ractice. Te tree eercises ere ca roide

    yo wit tis ractice beore yo o ito te ield:

    Beiers Mid

    Obsere s. Iterret

    wATCH

    OUT

    Remid yorsel reqetly o te eed to aroac yorDesi Callee wit Beiers Mid, esecially we

    yo are i te eld codcti researc.

    TRy

    here is oe eercise to lear ow to see te world

    tro te eyes o a Beier. Look at te oto o

    te oosite ae ad aswer te ollowi qestios:

    Wat stads ot to yo? Wat is aei?

    Wat ersoal eeriece did yo draw o

    we yo looked at te ictre?

    how cold yo look at te oto as a Beier,

    witot maki assmtios abot wat is aei?

    Wat qestios wold yo ask i yo kew

    oti abot te cotet or actiity o te

    eole i te oto?

    Facilitator Notes

    Ste 1: Ask te

    desi team to look

    at te oto ad

    idetiy wat stads

    ot to tem. note

    we eole elai

    beaiors based o

    ersoal assmtios

    (i.e. Te ma i te

    wite lab coat seems

    to be te maaer).

    Ste 2: Ask wat ast

    eeriece led to tis

    elaatio.

    Ste 3: use oosite

    loic to qestio

    te assmtio te

    erso as made

    (i.e. Woldt tose

    weari lab coats

    eed to be most

    sterile ad tereore

    worki closest wit

    te maciery, ot

    serisi?)

    Ste 4: Ask ow teiterretatio wold

    cae i a ew iece

    o iormatio were

    itrodced (i.e. Wat

    i I were to tell yo tat

    i tis lace wite is

    te color tat serats

    wear? how wold

    yo iew tis scee

    dieretly?).

    Ste 5: Ask te desi

    team wat tey ae

    leared rom tis

    eercise.

    Ste 6: Stress te

    imortace o oi

    ito researc wit a

    Beiers Mid ad

    aski qestios tat

    yo tik yo mit

    already kow te

    aswers to, becase

    yo may be srrised

    by te aswers.

    Time:

    20-40 mis.

    Difficult:

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    Deelo yor Midset

    Midset: Obsere s. Iterret

    MINDSET:ObSERvE vS. INTERpRETBildi ematy or te eole yo sere meas

    derstadi teir beaior ad wat motiates tem.

    uderstadi beaior eables s to idetiy ysical,

    coitie, social ad/or cltral eeds tat we ca meet

    tro te rodcts, serices ad eerieces we create.Tis eercise els s dieretiate betwee obseratio

    ad iterretatio o wat we see, reeali or biases ad

    leses tro wic we iew te world.

    wHAT DO yOU SEE HAppE NING IN THIS IMAGE ?

    Describe oly wat yo see, dot iterret yet.

    TRy

    use te oto o te oosite ae to ractice maki

    te distictio betwee obseratios ad iterretatios.

    wHAT IS THE REASON FOR THIS bEHAvIOR?

    List e dieret ossible iterretatios tat mit elai

    tis ersos beaior.

    HOw wOULD yOU FIND OUT THE REAL ANSwER?

    List e qestios yo cold ask er to determie

    wic iterretatio is correct.

    6

    Facilitator Notes

    Ste 1: Ask te team

    Wat do yo see

    aei i tis

    imae? Liste or

    resoses tat ae

    bilt-i iterretatios

    ad remid eole to

    describe oly wat

    tey see at tis oit.

    Ste 2: Ask Wat

    mit be te reasoor tis beaior?

    ad ae te

    team eerate at

    least e dieret

    iterretatios abot

    wy tis mit be

    aei.

    I eole are stck,

    trow ot a idea

    like : Tis erso is

    dislayi er clotes

    to er eibors as

    a si o wealt by

    ai tem i a

    blic sace.

    Ste 3: Ask Wat

    qestios wold yo

    ask to d ot te real

    aswer? ad make a

    list o te qestios

    tat wold el yor

    team discoer te

    rit iterretatio

    or a obseratio.

    Time:

    20-40 mis.

    Difficult:

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    70Introduction

    Human Centered Design

    H DC

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    DCH

    Introduction

    Human Centered Design

    CREATE

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    InCREASIng FARMER InCOME, CAMBODI

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    AppROpRIATE hEARIng AID pROTOCOLS, InDIA

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    WATER STORAgE AnD TRAnSpORTATIOn, InDIA

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    DCH

    To moe rom researc to real-world soltios, yo will

    o tro a rocess o sytesis ad iterretatio.Tis reqires a mode o arrowi ad clli iormatio

    ad traslati isits abot te reality o today ito a set

    o oortities or te tre. Tis is te most abstract

    art o te rocess, we te cocrete eeds o idiidals

    are trasormed ito i-leel isits abot te larer

    olatio ad system rameworks tat te team creates.

    Wit deed oortities, te team will sit ito a

    eeratie midset to braistorm dreds o soltiosad raidly make a ew o tem taible tro

    rototyi. Dri tis ase, soltios are created

    wit oly te cstomer Desirability lter i mid.

    CREATE:GOALS

    goals o te Create pase are:

    MAKING SENSE OF DATA

    IDENTIFyING pATTERNS

    DEFINING OppORTUNITIES

    CREATING SOLUTIONS

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    A ne a to go eond

    analsis, a a to create nesolutions ased on the oice

    of the customer.

    IDE vIETNAM

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    DCH

    At te ed o te Create ase, te team will aeeerated te ollowi:

    OppORTUNITIES

    SOLUTIONS

    pROTOTypES

    CREATE:OUTpUTSusi bot let-brai (loical) tiki ad rit-brai (creatie)

    tiki, tis ase will traslate yor researc ito a set o

    strateic directios ad taible soltios.

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    There are our key activities in theCreate phase: synthesis, brainstorming,

    prototyping, and eedback.

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    DCH

    CREATE:THEORySytesis is te act o maki

    sese o wat wee see ad

    eard dri te obseratios.

    Snthesis takes usfrom insiration to ideas,from stories to strategicdirections.

    By areati, editi ad

    codesi wat wee leared,

    sytesis eables s to establis

    a ew ersectie ad idetiy

    oortities or ioatio.

    Braistormi wit rles like

    Deer Jdmet ad Bild o

    te Ideas o Oters is a roe

    metod or comi wit

    eected ioatios.

    brainstorming makes usthink exansiel and

    ithout constraints.Te ractice o eerati trly

    imractical soltios ote sarks

    ideas tat are releat ad reasoable.

    It may reqire eerati 100 ideas

    (may o wic are mediocre)

    i order to come wit tree trly

    isiratioal soltios.

    prototyi is a metodoloy

    or maki soltios taible i

    a raid ad low-iestmet way.

    Its a roe teciqe or qickly

    leari ow to desi a oeri

    rit ad or accelerati te rocess

    o rolli ot soltios to te world.

    prototing is aoutuilding to think,

    acknoledging that therocess of making ideasreal and tangile hels usto refine and iterate theideas er quickl.

    Creati may dieret rototyes

    tat ilit dieret asects o yor

    rodct or serice ot oly eables

    eole to ie oest eedback, bt

    also reets te team rom etti

    attaced to a idea rematrely.

    Feedback is critical to te desirocess. It bris te costitets

    directly back ito te desi rocess.

    Feedack insires furtheriterations to makesolutions more comellingfor constituents.

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    84 H DCCreate

    Deelo te Aroac

    Creatio is abot deeloi deeer derstadi ad traslati tat

    derstadi ito ew ioatios. Tere are may ways to do tis,

    bt te two most commo are articiatory aroaces ad ematicaroaces. use oe or bot o tese aroaces, deelo yor ow, or

    draw o dieret teciqes we aroriate.

    DEvELOp THE AppROACH

    METHOD:pARTICIpATORy CO-DESIGNhai te team co-desi soltios wit eole rom te

    commity ad local ale cai actors ca be a reat way

    to leerae local kowlede. It ca also lead to ioatios

    tat may be better adated to te cotet ad be more likely

    to be adoted, sice local eole ae iested resorces i

    teir creatio.

    Cosider si articiatory co-desi we:

    yo eed a lot o local eertise ad kowlede

    soltios rom te otside will ot be easily adoted

    te olitics o a commity reqire it

    TRy

    #1

    Facilitate a co-desi workso. Bri 8-20 eole

    rom te commity toeter to desi soltios to

    a callee. Itrodce te callee by telli a ewstories o roblems tat led to te desi callee.

    Te eeralie tose stories to how Mit We?

    statemets. Ask eole to add teir ow stories

    or how Mit We? qestios. Braistorm soltios

    wit te articiats ad make sre yo ae te

    aroriate materials o ad to rototye.

    Facilitator Notes

    Ste 1. Idetiy

    costitets wo

    wold be ood desi

    team members. Te

    criteria will ary

    rom lace to lace

    ad rom calleeto callee. For

    eamle, do yo

    eed eole wo are

    sccessl, resected,

    ad/or olitically

    owerl? Or wold it

    be more alable to

    ae eole wo are

    tyical commity

    members? Or eras

    a mi o te two.

    Ste 2. Scedle a

    co-desi sessio or

    series o sessios tat

    works or eeryoe,

    ad elai te

    rocess ad oals o

    te sessio i adace.

    Ste 3. Codct

    co-desi sessios

    wit attetios to

    te eeds, oals,

    ad riorities o

    te commity.

    Time:

    Days-Weeks.

    Difficult:

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    OpppRAH

    TRy

    #2

    TRy

    #3

    Co-desi oer a loer eriod o time tro a

    i-cotet immersio. By lii wit a amily oer a

    ew days or weeks, yo will ae te oortity to

    ask eole to iormally idetiy roblems ad work

    toeter wit tem i teir ome, arm, or commity.

    Tis aroac is also ery ood or sotti ew

    roblems ad deeloi soltios to tose roblems

    i te momet tey ae.

    Fid local eerts ad best ractices. Ask dieret

    commity members abot te eole wo are

    cosidered to be sccessl. Scedle time wit

    tese eole ad leerae teir kowlede to

    deelo soltios toeter wit tem.

    GENDER

    Make sre to iclde wome i te desi team ad

    emale commity members i te co-desi. I lii

    wit a amily, sed time eqally wit te sbad, wie,

    eteded amily, ad ee te cildre. We osti

    a co-desi sessio, tik abot weter to ae

    mied-eder ros, or to ae searate ros o

    me ad wome. We looki or local eerts ad

    best ractices, ask wo is cosidered a eert o bot

    me ad wome, as well as less owerl ros.

    DCH

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    ENGAGING LOCAL ARTISANSAS CO-DESIGNERSAn NGO and designer Kara Pecknold partnered with local weavers

    to help them market their woven products more widely and increase

    their economic power. Because the local artisans are the experts, this

    designer engaged these weavers as co-designers. The designer asked

    the weavers to draw a picture o what makes their weaving process or

    products unique as a way to understand how to dierentiate their work.

    Some drawings eatured the plant that provides these weavers with

    their raw materials. They use the leaves rom an invasive plant that is

    harming the environment o the Great Lakes Region o Arica. These

    weavers are turning an environmental problem into an economicopportunity. Based on these drawings and discussions, they identied

    the material they used as a key dierentiator, and designed a logo or

    the weavers based on drawings o the plant.

    Asking people to participate in the design process is helpul as a way

    to leverage local expertise. But it also can empower constituents to

    participate in their own destiny and helps balance the sometimes

    uneven power dynamic between the participant and the NGO team.

    In addition, engaging with participants in a visual way helped diminish

    problems created by language barriers.

    CASESTUDy

    COvAGA LOGO DESIGN pROCESS

    C DH

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    DCH

    Create

    Deelo te Aroac

    Metod: Ematetic Desi

    METHOD:EMpATHIC DESIGNCreati soltios tro ematy is a way or te desi

    team to bled teir eertise wit te o-te-rod eeds

    o eole. Ematy meas dee derstadi o te

    roblems ad realities o te eole yo are desii or. It

    is imortat to do researc across may dieret ros o

    eole ad to walk i teir soes beore te Create ase

    i emloyi ematic desi metods. By derstadi

    eole deely, ematic desi ca lead to bot aroriate

    ad more breaktro soltios. Bt tis metod callees

    te desi team to ot jst derstad te roblem metally,

    bt also to start creati soltios rom a coectio to dee

    tots ad eelis.

    Cosider si ematic desi we:

    te desi team as secic skills reqired to

    deelo soltios

    te soltios yo are seeki are ew to te world

    commity olitics make it difclt to select

    a ew idiidals to work wit

    TRy

    We ossible, recrit members o te commity

    wit te skills eeded to be members o te desi team.

    GENDER

    Iclde me ad wome i te desi team to

    esre a balace o ersecties.

    wATCH

    OUT

    Ematic desi is ot a metod i wic recoceied

    ideas ad assmtios are sbstitted or roded

    researc ad coectio wit ed sers. Alto

    soltios are eerated by te desi team, te oal is

    to always ae te eole yo are desii or i mid.

    Facilitator Notes

    Ste 1. Ecorae te

    team to coect at

    bot te ratioal ad

    emotioal leels wit

    costitets.

    Ste 2. I team

    members start to

    jde or eoticie

    te beaiors

    or decisios o

    costitets, remid

    tem tat teir task

    is to derstad

    ad ematie

    wit eole, ot

    to jde tem.

    Ste 3. Make sre

    te team as soke

    wit eo eolei te hear ase to

    deelo ematy. I

    te desi team still

    doest derstad

    ad eel te reasos

    or te beaior

    o costitets,

    o back to te eld

    ad codct

    more researc.

    Time:

    Days-Weeks

    Difficult:

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    C DH

    CASESTUDy

    bRINGING EyECARE TOCHILDREN IN INDIAN vILLAGESVisionSpring embarked on a project to shit its oer rom selling reading

    glasses to adults in the developing world to providing comprehensive eye

    care to children.

    In an initial brainstorm with the VisionSpring team ater conducting eld

    research, ideas centered around the notion that kids liked experiences

    designed or kids. The VisionSpring team met with experts, including

    pediatric eye doctors, and saw that the norm was to decorate spaces

    with stued animals and toys as a way to make kids eel comortable.

    During the prototyping process, the design team developed a number

    o prototypes or the eye screening process or kids. They went to the

    eld armed with a number o prototypes to try and iterate on. Using

    the traditional eye chart, the Vision Entrepreneur and then the teacheradministered the eye test. This was very intimidating to the kids

    and several burst into tears. To make it more approachable and less

    intimidating, the team also tried using a sillier eye-chart that had toys

    and animals on it. But it became too much like play, and chaos ensued.

    The team took a step back and thought about what would be serious

    enough to keep the diagnostic session rom becoming a raucous play

    session, but not so serious as to inspire tears.

    Sitting in the schoolyard, the team refected back on their own

    experiences as kids, recalled playing house and doctor, where they

    would dress up with their riends and simulate adult behavior. Inspired

    by this role reversal/role play, the team thought: why not put the child

    in the position o authority? The team tried a protocol where the child

    would screen the eyes o the teacher, and then where they would

    screen each other. They had un emulating adult behavior, and werent

    intimidated by their peers.

    Empathic design means thinking rom the perspective o your users,

    and doing everything you can to eel and understand what they are

    experiencing. The team got in touch with what is un and what is scary

    to kids in order to create an eye care experience that works or kids.

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    92 H DCCreate

    Sare Stories

    SHARE STORIES

    TIp

    #1

    Its best to sare stories soo ater researc so tat

    details are ot lost. Oe team member sold tell te

    story o te erso(s) tey met, wile te rest o te team

    takes otes o ost-its. notes sold be small ieces o

    iormatio (o loer ta a setece) tat will be easy

    to remember later. As a ro yo sold be tiki,

    Wat does tis ew iormatio mea or te roject?

    Some tis o storytelli are below.

    be Secific

    Talk abot wat actally aeed. It els to bei stories

    wit Oe time or Ater sc ad sc aeed

    be Descritie

    use yor ysical seses to ie tetre to yor

    descritio.

    Follo Reorting Rules

    Coer te ollowi toics: wo, wat, we,

    were, wy, ad ow.

    wATCH

    OUT

    Tr to aoid:

    geeralii

    prescribi (tey sold, wold, cold)

    hyotesii

    Jdi

    Ealati or Assmi

    Telli stories is abot trasormi te stories we eard dri researc

    ito data ad iormatio tat we ca se to isire oortities, ideas ad

    soltios. Stories are ramed arod real eole ad teir lies, ot smmaries

    o iormatio.

    Stories are sel becase tey are accots o secic eets, ot eeral

    statemets. Tey roide s wit cocrete details tat el s imaie

    soltios to articlar roblems.

    Facilitator Notes

    Ste 1. gater te

    desi team toeter

    i a room wit

    lety o wall sace.

    Otimally, te team

    sold be sitti i

    a circle.

    Ste 2. Distribte ost-

    it otes ad markers.

    hae a i cart or

    lare seets o aer

    earby, as well as

    tae to attac tese

    seets to te wall.

    Ste 3. Tell te

    team to catre teir

    otes, obseratios,

    ad tots o te

    ost-its as tey seak.

    Eeryti tat is said

    dri story sari

    sold be catred

    i a ote: lie istory,oseold details,

    icome, asiratios,

    barriers, qotes,

    obseratios, etc.

    Ste 4. Ask eac team

    member to sare te

    story o te erso(s)

    tey met. go tro

    te stories oe by oe.

    Ste 5. Af all te

    ost-it otes to te i

    cart or lare ieces

    o aer o te wall.

    use oe lare seet

    er story. We te

    story is ised, a

    it o te wall ad moe

    o to te et story.

    At te ed o Story

    Sari, yo will

    ae may seets

    lied o te wall

    wit dreds o

    ost-it otes.

    Time:

    4 hors-Days

    Difficult:

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    TIp

    #2

    Story sari trs te iormatio tat lies i a team

    members ead ito sared kowlede tat ca be

    traslated ito oortities ad soltios.

    Some teciqes or eectie sari iclde:

    gater yor otes, otos, ad artiacts rior to

    story sari. I ossible, rit te otos ad

    dislay tem o te wall to reer to.

    Tell stories erso by erso, oe at a time.

    gro meetis ca be told as te story o a

    articlar commity.

    Slit iormatio ito small ieces to make

    it memorable. Make eac iece o loer ta

    tis setece.

    use iid details ad descritios. Tis is ot

    te time to eeralie.

    DCH

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    94 H DCCreate

    Idetiy patters

    Maki sese o yor researc is accomlised by seei te atters,

    temes, ad larer relatiosis betwee te iormatio. Tis rocess

    ca be messy ad diiclt at times, bt ltimately ery rewardi. Seei

    te atters ad coectios betwee te data will lead yo qickly toward

    real-world soltios. Tere are seeral stes listed ere to take yo tro

    te rocess or yo se selectiely based o te sbject matter.

    Etract Key Isits

    Fid Temes

    Create Frameworks

    IDENTIFy pATTERNS

    METHOD:EXTRACT KEy INSIGHTSucoeri isits is abot brii isibility ad clarity

    to reiosly idde meai.

    wHAT IS AN INSIGHT?

    Isits are reelatios te eected

    tis tat make yo sit ad ay attetio.

    Isits etraolate idiidal stories ito

    oerarci trts.

    Isits allow s to see or desi callee

    i a ew lit.

    For examle, a comination of an oseration and quote

    from an interie ielded the folloing samle insight:

    Obseratio: Farmers rely o armi iormatiorom teir rieds ad eibors, to tey kow

    tis kowlede is limited.

    Qote: I te priatied Etesio Aet lied otside

    my area, I wold wat to isit is arm so I cold see

    is rodctio.

    Isit: Trst-bildi ad kowlede sari aes

    tro seei is beliei.

    Facilitator Notes

    Ste 1. Ask te team

    to o to te wall wit

    all te stories ad

    coose 5 key ost-

    its (stories, qotes,

    obseratios) tat

    are most srrisi,

    iteresti, or

    roocatie.

    Ste 2. gro tese

    ito related tots.

    Ste 3. Write a

    sccict Isit

    statemet o a

    ew ost-it or

    eac roi tat

    smmaries te

    bi takeaway.

    Ste 4. post tese

    Isit ost-its

    were all ca see.

    Time:

    45-60 mis.

    Difficult:

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    IFyATTNS

    TIp

    #1

    TIp

    #2

    TIp

    #3

    Select ke information

    Look across te iormatio i te stories. Edit ot te

    details tat are ot imortat tis is te time to let

    o o some o te detail. Coose te iormatio tat

    yo d srrisi, iteresti, or wort rsi.

    Aggregate ig thoughts

    Are some o te tots liked? I so, areate

    tem. Take seeral related ieces o iormatio ad

    re-write tem as oe bi Isit.

    work at the same leel

    Ceck tat te isits sit at te same leel

    tat tey are all bi tots. I yo d yo ae

    some lower leel isits, cosider weter tey

    mit be reramed at a ier leel. I tey eed to

    be droed a leel, tey may be best talked abot as

    cstomer eeds tat iorm ad sort te Isit.

    DCH

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    DCHC DH

    CASESTUDy

    FINDING INSIGHTS FOR EFFECTIvEMARKETING TO FARMERSIn Ethiopia, the IDE team looked over the inormation rom the

    Story Sharing exercise and extracted over 20 key insights.

    About hal o these came directly rom the post-its that were

    written in Story Sharing, and the other hal were written based

    on the inormation the team heard during Story Sharing.

    Some o the insights the team identied were:

    School is a key channel or distributing inormation

    There is a strong need or an alternative to borrowing oxen

    Buying on credit is the deault

    Mass media sells water pumps

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    98 H DCCreate

    Idetity patters

    Metod: Fid Temes

    METHOD:

    FIND THEMESFidi temes is abot elori te commoalities,

    diereces, ad relatiosis betwee te iormatio.

    Some ways to do tis iclde:

    Look for categories and uckets

    Sort yor dis ito cateories or bckets. Wic ideas

    are related? Clster toeter te dis tat belo

    toeter ito temes.

    Consider the relationshi eteen categories

    Look or atters ad tesios i te way yor temes relate

    to eac oter. Are tey o te same leel? Or are tey talkiabot dieret kids o tis?

    Grou and re-grou

    Slice ad dice te data i dieret ways to d meai.

    Try moi te ost-its arod to orm ew ros.

    Get inut from the team

    Elai te early bckets ad temes to a broader ro.

    Lear rom teir it ad try alteratie rois.

    TRy

    Tr the p.O.I.N.T. technique

    Traslate te problems ad needs idetied i storytelliito Isits (see reios Metod) ad Temes.

    p = problems

    O = Obstacles

    I = Isits

    n = needs

    T = Temes

    Facilitator Notes

    Ste 1. hae te team

    o to te wall or board

    were tey ae

    laced teir key story

    ad isit ost-its

    ad select te 5 most

    iteresti qotes,

    obseratios

    ad/or isits.

    Ste 2. O a ew

    board, sort teseito temes.

    Ste 3. Ceck to make

    sre te temes are

    at te same leel. I a

    teme is too secic,

    romt te team to

    d te bier idea.

    I a teme is too broad

    or as too may

    dieret ideas der

    it, ask tem to break

    it dow ito seeral

    bckets.

    Ste 4. We isedsorti, ie eac

    teme a title o a

    ew ost-it. Make

    sre tere is eo

    sace betwee or

    below te dieret

    teme cateories

    to acilitate te et

    ste o oortity

    ideticatio.

    Time:

    30-60 mis.

    Difficult:

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    TIp

    Creati temes ca be a eai ad rewardi

    eeriece, as yo start to ro ad trasorm te

    data beore yor eyes. Some ood teciqes or

    doi tis are:

    Work toeter as a team to decide ow to create

    bckets ad temes.

    Arrae ad re-arrae te ost-its o te wall

    til te team is satised wit te rois.

    I tere is a teme tat cotais almost all te ost-

    its, break it ot ito seeral smaller temes. Try to

    see ot oly te coectios, bt also te releat

    diereces betwee te iormatio.

    DCH

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