Transcript
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Design Thinking – Application

July 18, 2019

MBI – GP Strategies Company Confidential

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AgendaOverview Recap

5 Phases Deep Dive

Empathy

Define

Ideate

Prototype

Test

1st Q&A

Design Thinking Use Case

2nd Q&A

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What Is Design Thinking?

Leads to human-centered

products, services, and internal processes

Unlocks needs and problems, even when the

users don’t know what they are

Set of principles for creative problem-

solvingA FOCUS ON PEOPLE

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5 Stages of Design Thinking

EMPATHIZE

DEFINE

IDEATE

PROTOTYPE

TEST

Learn About the Audience

Define Problem Statements

Brainstorm & Create Solutions

Build Representations of One or More Ideas

Test Ideas and Gain User Feedback

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Design Thinking Deep Dive5 Phases

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EMPATHIZELearn About the Audience

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Empathy

The Foundation of Design Thinking

Capacity to understand or feel what another person is experiencing

Uncovers Voice of the Customer

Removes Bias

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Empathy3 Approaches

LOOKObservation

2TRY

Immersion

1ASK

Engagement

3

Immerse yourself in the experience of others

Figuratively wear many hats. Try to experience the same as your customer does. Uncover

hurdles, pains, inconveniences, etc.

Observe what people doFrom a distance, try to capture insights about your customer. Stay unobtrusive and almost invisible for the sake of spotting when the

problem occurs.

Capture what people say they do

Only one rule applies:Engagement should take place in the real

environment.

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EmpathyGuiding Principles

Don’tJudge

QuestionEverything

Be TrulyCurious

FindPatterns

ReallyListen

Assume a beginner’s mindset

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Mechanics of an Empathy Interview

• Not a focus group

• Consist of one end-user, one interviewer, and one note-taker

• Preferably in person to capture body language and nuances

• Open ended, non-leading, and probing questions

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EmpathyPreparing for the Interview – Best Practices

Brainstorm Questions

Identify & Order Themes

Refine Questions

Create Interview Protocol

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Pay Attention to Nonverbal Cues

Don’t Be Afraid of Silence

Ask Questions Neutrally and Don’t Suggest

Answers

Use Unpacking Questions

Take Copious Notes

Ask to Understand, Not Validate

Encourage Stories and

Follow Tangents

Avoid “Yes or No” Questions

EmpathyDuring the Interview - Best Practices

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”Unpacking” Questions

• Why do you say that?

• Why? (even if you think you already know)

• Tell me more about that.

• What were you thinking when you did that?

• Can you walk me through what led you to that decision?

• How did you feel about that?

• What did you think about that?

• Could you tell me about why that is important to you?

• It sounds like there's a story to that response, can you tell me more about it?

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DEFINEDefine Problem

Statements

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DefineDefine a meaningful and actionable problem statement

Use Empathy Findings to Scope

a Meaningful Problem/Needs

Statement

Develop a Point of View for the User

Unpack Your Empathy Findings Into

Needs & Insights

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DefineClarify your point of view

How Might We…

Record your insights and pinpoint the need.

Reframe it so it’s meaningful and actionable. (It’ll drive your design.)

FELT

DIDSAID

THOUGHT

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Learner Persona: Customer Service Representative/Call Center

My team is overwhelmed by the large

volume of work.

I just don’t have time to learn new skills

at work

I need a more flexible schedule. My

children are my priority right now.

Focuses on tasks and keeping

performance statistics high

Enjoys rote tasks as its “easy” and helps

her productivity numbers

Cross trained on multiple products

Valued member of team

Registers for online classes, but rarely

finishes them

Overwhelmed by trying to keep up

with production quotas.

Frustrated by the training she has

gotten because she doesn’t

understand how it relates to her role

or future roles.

Discouraged by her lack of control in

her current role and her future with

the company.

I don’t know what opportunities there

are here how to find out what’s even

available.

I wish I there was some way to explore

development opportunities without

my supervisor thinking I’m slacking off.

SAID FELTDID THOUGHT

Sarah Burns

Location: Tulsa OK

Age: 42

Tenure with “Insurance Company”: 8 years

Education: Working on BA at Night

Career Goal: Team lead or management

Personal Info:

Single mother with elementary age children

Works to pay the bills – depends heavy on salary and benefits

Preferred learning methods: Short bite size information relevant

to current problems. Likes online nuggets, podcasts, and mobile

learning away from work pressures.

What Sarah feels about emotional intelligence:

I don’t mind being busy, but I feel constantly under water. When big changes are announced, I can’t even deal with them. I just put my nose

down and try to do my best. I wish I felt I had more influence or control over what’s going on.

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Name: Cheng Wang

Age: 28

Role: Production Supervisor

Tenure at Cargill: 8 years

Education: Bachelor

Literacy: Proficient

BACKGROUND

I’ve been with Cargill for 8 years.

I grew up in a farming

community just outside of

Chuzhou, China and after

studying engineering at

university

I began a career with Cargill.

WORK ENVIRONMENT

I’m either on the floor investigating line

issues, optimizing the equipment, or

planning for upcoming production line

improvements. I do some of my day in

meetings.

“I want to ensure a safe

and productive team

environment.”

DEVICE USAGENew to Managing

Team Average time spent for

learning every week90 mins

ACCESS TO TECHNOLOGY

I have access to a laptop, work computer or Kiosk on

a daily basis. I also own personal tablet, computer,

and mobile phone. I use NourishingU, Intrepid and

Yammer for my trainings and the SharePoint Site.

WHAT DO I NEED TO LEARN?Safety is critical in our work. I want to make sure I know

the latest on our production best practices—including

process safety, risk management, and safety

leadership—across our plants.

I want to learn fundamental management skills and

business acumen as I lead my production team on the

ground.

I find most of these learning content available in the

external sources like LinkedIn, Wikipedia, TED,Youtube,

MOOCs and through Google search.

HOW DO I WANT TO LEARN?I prefer learning mostly through collaborating with others

through Skype, Yammer, Jam and Microsoft teams by

sharing best practices and learning by doing. For soft skills

and business acumen, talking to my mentor/Coach would

help me be successful in my new manager role. Some of the

trainings are long and consume a lot of time.

I best learn by watching videos, interactive classrooms,

reading articles, online eLearning, audio/podcasts, playing

games and through coaching sessions. Therefore short

snippets that can be accessed at anytime will really make it

easy to understand new concepts quickly.

PREFERRED LEARNING

MODALITIES

FRUSTRATIONSGiven that I am constantly multi-tasking, it’s hard to get

dedicated time for any learning. Because we have

shared spaces, I typically have to isolate myself in a

meeting room or go off-site for training. It takes long

hours to complete the training. Most of the trainings

are not targeted to meet my day to day activities and

the content is very basic. Difficulty in locating the

relevant learning content. Most of the external learning

sites are blocked. The network is not stable to access

both internal/external trainings.

Coaching Peer NetworkInteractive

Classrooms

On-the-job VideosCollaboration

New to

Managing

Team

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DefineProblem Statement Guiding Principles

Human-CentredBroad Enough

for Creative Freedom

Narrow Enough to Make it

Manageable

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needs a way to

because

(Verb)

(Surprising insight)

A call center agent

Rote tasks are getting automated and the calls she will be

taking are more complex, more ambiguous, and more difficult.

Sample Problem Statement

(User name/description)

use emotional intelligence

with customers

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…help call center agents handle calls that are highly emotive, complex,

ambiguous and difficult?

How Might We…

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IDEATEBrainstorm &

Create Solutions

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IdeateThe Art of Possible

“It’s not about coming up with the ‘right’ idea, it’s about generating the broadest range of possibilities.”*

FocusFocus

Flair

*Stanford d.School

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Include People Outside the Team

and Initiative

Build on Each Others’ Ideas

Be VisualOne

Conversation at a Time

Set a Time Limit Stay on TopicDefer

Judgement or Criticism

Encourage Weird, Wacky & Wild Ideas

IdeateBest Practices

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Impact/Feasibility Prioritization Matrix

Vote

Sketch/Storyboard

Idea Share

IdeateIdeation Process

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PROTOTYPE

Build Representations of One or More Ideas

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29

Concept of a Minimum Viable Product

Just enough features / functionality to provide feedback

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PrototypeGuiding Principles

Just start building

Don’t spend too much time

or money

Remember what you’re testing for

Build with the user in mind

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PrototypeBuild Representation of Your Ideas

Low-Fidelity Prototypes

High-Fidelity

Prototypes

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PrototypeLow-Fidelity

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PrototypeHigh-Fidelity

From a Map & PowerPoint Sketch To a Functional Prototype To a Live App

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TEST

Test Ideas and Gain User Feedback

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TestPrototype as if you know you’re right, but test as if you’re wrong

Refine Your Prototypes and

Solutions

Test and Refine Your

Point of View

Create Authentic Experiences for

Users to Test Your Prototypes

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TestTest with Users

Don’t Immediately

“Correct” Your User

Watch How They Use (and Misuse) Your Prototype

Follow Up With Questions

Let Your User Experience

the Prototype

Have Them Talk Through Their

Experience

Actively Observe

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1st Q&A

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Design Thinking Initiative Improve Learner Experience

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EMPATHIZELearn About the Audience

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Design Thinking Initiative

75Interviews

- BDC

- Service Advisor

- Sales Consultant

- Sales Manager

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Questions Used During Interviews

• What is the best learning experience you’ve ever had?

o How about a not so good learning experience?

• What is the last skill you learned? (could be in or outside of work)

o How did you learn it?

• How do you typically learn new things?

o For example, how would you learn about a new appliance you need for your house?

o How about in the dealership?

• Tell me about the last time a customer asked you a question you didn’t know the answer to.

o How did you handle the situation?

o How did it make you feel?

o What do you think would have helped you be more prepared?

o Talk to me about how you find answers to questions.

• What motivates you to learn and complete training?

o How relevant or helpful is the training you’ve received to you?

o What information from training have you used?

o What do you wish you were trained on?

o How would you train someone to do your job?

• How would you describe the learning culture here?

o Tell me how supportive or not supportive the environment here is for learning.

• What devices do you use to learn?

o Is there anything missing that you wish you had?

• What 3 words would you use to describe learning and training opportunities at the dealership?

• Can you show me how you’d learn more about the latest vehicle launch?

• What is the most difficult thing you’ve had to learn at your job? Why?

o Describe why it was so difficult.

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DEFINEDefine Problem

Statements

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User Personas

BDC Insight

Sales Consultant

Insights

Sales Manager Insights

Service Advisor Insights

• Focuses on being an effective coach

• Prefers interactive and hands-on training for the team

• Lacks time to do everything they “should” do

• Feels the younger generation lacks etiquette and soft skills

• Wants additional training on incentives

• Frustrated by high turnover within dealership

• Prefers training that is personalized to needs: tiered, realistic, & hands-on

• Needs to mollify and build relationships with disgruntled customers who arrive angry and are in bad moods

• Feels strongly that there is not enough live, instructor-led training

• Requests training on how to sell new products and services to the customer using language the customer will understand

• Struggles to find time to complete training with back-to-back appointments and a commissioned pay structure

• Requests training customized to their learning needs and interaction style

• Appreciates explicitly stated and tracked goals

• Enjoys a team environment with coaching and peer-to-peer learning

• Needs knowledge of products, service functionality, and warranty

• Prefers in-person, hands-on learning, role-playing, and real-life scenarios in training

• Needs help with time management, how to structure their day, and handling rejection (New SC)

• Uses technology less frequently to support their business (Veteran SC)

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Problem #1“I need to learn from experience, so I can apply as I learn.”

…give learners experiential ways to learn on their own?

…enable people to learn from others

on the job?

How Might We…

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…change the perception of what “training” means?

…provide training that doesn’t take them away from the job?

How Might We…

Problem #2“Time training is time away from selling.”

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IDEATEBrainstorm &

Create Solutions

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IdeateStory ShareIdea Share

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IdeateSketch / StoryboardSketch/Storyboard

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IdeateVoteVote

Disruptive

Wild Card

Doable

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Page 51

Dotmocracy Voting ResultsProblem #1 “I need to learn from experience, so I can apply as I learn”

Storyboard

Disruptive

Y

Wild Card

B

Doable

G

Overall

Comments

Sell Like We Do 10 7 1 18

Most Wild Card votes appear to be for overall concept

Most Disruptive votes appear to be for "opt-in training programs: secret shopper, nentor

match, and become an expert"

Shoeless Joe 3 4 3 10-Doable and Wild Card votes appear to be for overall concept

-Disruptive votes split across "the unprepared instructor" and "virtual UGC video"

Mobile Molly 0 0 8 8 -Doable votes appear to be for "intro Mobile Molly chat screen"

Video Vince 0 1 3 4 -Doable votes appear to be for "video feedback portal"

Reality Blasters LX 2 2 0 4 -TBD…

Problem #2 “Time training is time away from selling”

Storyboard

Disruptive

Y

Wild Card

B

Doable

G

Overall

Comments

Columbus' Journey 8 2 6 16

Disruptive votes appear to be for the "AI listening, provide feedback and reminders"

Doable votes are spread across "mobile flash cards", "aspirational education" and "curated

UGC for areas of interest"

Dealer IQ 0 8 4 12Both Doable and Wild Card votes appear to be split between overall concept, personalized

daily brief, and leaderboard / dealer IQ

Center of My Learning 5 3 3 11 Most Disruptive votes appear to be for overall concept.

Mission Possible (Beyond Learning) 2 4 3 9Wild Card votes spread across "podcast", "new mission (role based)", and "how I did it /

role play"

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FEASIBILITY

High

Low High

IMP

AC

T

Lower Priority

Stars

Quick Hits

Big Bets

Ideate

Center ofMy Learning

Video Vince +Role-Based MissionsMobile

MollyAI / Passive Listening,Feedback, Reminders

Sell LikeWe Do

PersonalizedDaily Brief

Mobile Flash Cards

Aspirational Education

Dealer IQ

The UnpreparedInstructor

Prioritization Matrix

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PROTOTYPE

Build Representations of One or More Ideas

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Mobile Molly(Chatbot)

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Video Vince(Virtual Feedback & Coaching Tool)

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TEST

Test Ideas and Gain User Feedback

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Chatbot Prototype - Engagement

UP TO

74% of participants stayed active through 75% of the chats (nine chats)

High engagement for

9 days

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157 RESPONSES (45%)

Chatbot Prototype - Overall ExperienceNet Promoter Score (NPS)

We’ve shared a great journey!

On a 1–10 scale, how likely would you be to recommend this texting service for future trainings?

1 = Not likely, 10 = Definitely

69 NPSwith the shorter duration track!

NOSunday Texts!

An NPS of 50

is GREAT!

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Chatbot Prototype - Observations

Sales consultants engage with a “mobile coach”

…Those who like it, really like it

Product Trainers greatly influence

participation rates

A more intense, short cycle was

preferred

“Chat” during working hours …

and never on weekends

Chatbots can help reinforce and

refresh knowledge, increasing retention

1 2 3 54

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2021 Future Learning Journey

• Talent

• Technology

• Process

• Personalization

• Modalities and Access

• Social

• Recognition

• Manager Supported

• Feedback

HILO

Strategy

Culture

Design Thinking –

Voice of the Customer2018

2017

2019

2020

2021

60

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Lessons LearnedLessons Learned

Avoid Yes/No Questions

Bias/Negative Voice

Design Thinking Initiatives are

Quick!

Take Notes on the Experience of the Interviews

Design Thinking is not a Solution for

Every Problem

Empathy/Customer Interviews

Takes Significant Planning

Dedicated Resources

Create a Place to Continue Fostering

Design Thinking

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5 L&D Design Thinking ApplicationsHow Might We…

Create a culture to empower creativity, collaboration, and innovation

Improve the employee experience and engagement

Redesign the employee reward system in a way that is meaningful to employees

Attract and retain new talent

Improve the learner experience

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Additional Resources

Design Thinking Success Storieshttps://theaccidentaldesignthinker.com/2017/09/16/40-design-thinking-success-stories/

Solving Problems w/Design Thinking – 10 Stories: Jeanne Liedtkahttps://www.amazon.com/Solving-Problems-Design-Thinking-

Publishing/dp/0231163568/ref=sr_1_3?keywords=10+design+thinking+stories&qid=1556314810&s=gateway&sr=8-3

GP Strategies Free Resource Pagehttps://www.gpstrategies.com/design-thinking-process/

IBM’s Online MOOChttps://www.ibm.com/design/thinking /

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2nd Q&A

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