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How we taught ourselves service design Service Design 2012 5 May 2012 Sydney, Australia Trent Mankelow Optimal Usability

How we taught ourselves service design

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A couple of years ago we decided that our vision at Optimal Usability was to help transform New Zealand organisations into providers of world- class customer experiences. We quickly came to the conclusion that world- class experience is almost always across channels, and while we had done lots of projects with different channels, very few were about researching and designing the end-to- end experience. This was about the same time that service design was gaining some currency as an umbrella term for cross-channel customer experience. We figured that we really needed to bone up on what service design was, and how it applied to what we did. The resulting journey took us 3 years and we discovered a lot about how to “learn service design”. Some innovative approaches included spending 3 months doing service design on ourselves, interviewing CEOs of service design companies and conducting internal knowledge sharing sessions. In this presentation I'll share our journey, our lessons and our mistakes; and give you some ideas that you can try.

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Page 1: How we taught ourselves service design

How we taught ourselves

service design

Service Design 2012 5 May 2012 Sydney, Australia Trent Mankelow Optimal Usability

Page 2: How we taught ourselves service design

2003:Usability Focus on a single screen

Page 3: How we taught ourselves service design

Focus on a single touchpoint

2003:Usability

2004:User Experience

Focus on a single screen

Page 4: How we taught ourselves service design

2008:???

Focus on a single touchpoint

2003:Usability

2004:User Experience

Focus on a single screen

Focus on all of the touchpoints that make the entire experience

Page 5: How we taught ourselves service design
Page 6: How we taught ourselves service design

This is the same stuff we are

thinking about!

Page 7: How we taught ourselves service design

But Where to start?

Page 8: How we taught ourselves service design

How do we learn?

Page 9: How we taught ourselves service design

1. Experience

2. Observe and reflect

3. Develop ideas

4. Test ideas

Experiential Learning Theory – David A. Kolb

Kolb. D. A. and Fry, R. (1975) Toward an applied theory of experiential learning. in C. Cooper (ed.) Theories of Group Process, London: John Wiley

Page 10: How we taught ourselves service design

Step 1. Experience

Page 11: How we taught ourselves service design

Step 2. Observe and reflect

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Step 3. Develop ideas

Version 1: Too much detail on one slide

Version 2: Split into two slides

Page 13: How we taught ourselves service design

Step 4. Test ideas

Page 14: How we taught ourselves service design

1. Experience

2. Observe and reflect

3. Develop ideas

4. Test ideas

Step 5. Start over again at Step 1…

Page 15: How we taught ourselves service design

1. Experience

2. Observe and reflect

3. Develop ideas

4. Test ideas

Page 16: How we taught ourselves service design

In April 2010 we ran a 3-month service design project on ourselves

Page 17: How we taught ourselves service design

[Screenshot of blog - http://ouservicedesign.wordp

ress.com/]

17

We used a blog to document the learnings…

Page 18: How we taught ourselves service design

…together with video diaries

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The project resulted in lots of interesting artefacts…

Page 20: How we taught ourselves service design

[Screenshot of Hello book]

..and led to concrete change in the our own client experience

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It even influenced how we went about our recent office refit

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Step 1. Concrete experience taught us...

Page 23: How we taught ourselves service design

1. It’s crucial to keep iterations short and the scope narrow

Page 24: How we taught ourselves service design

2. We had to give ourselves license to fail

Page 25: How we taught ourselves service design

3. Don’t underestimate the need to sell internally

Page 26: How we taught ourselves service design

1. Experience

2. Observe and reflect

3. Develop ideas

4. Test ideas

Observe

– Read

– Interview

Reflect

– Present

– Write

Page 27: How we taught ourselves service design

27

There is a lot to read, but it can get a bit repetitive

Page 28: How we taught ourselves service design

[Scan of page in small black notebook from Ben Reason, notes from Peter Morville]

28

Interviewing luminaries was very interesting

Page 29: How we taught ourselves service design

[Venn diagram from small black notebook]

29

Page 30: How we taught ourselves service design

If you want to learn…teach. We started with a friendly client…

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[Photo of Donna presenting at a breakfast briefing]

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…Then we ran a ‘breakfast briefing’ – here’s our first in 2006

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[Email invite to Wellington session, Sold out sign]

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Introduction to Service Design breakfast briefing - Feb 2010

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http://www.youtube.com/watch?v=GXitPLqQDxc

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We then presented to in-house teams and industry groups

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[Show screen shots of blogs from

http://www.optimalusability.com/category/service-design-

2/]

35

We also blogged about service design on our website

Page 36: How we taught ourselves service design

Step 2. Observing and reflecting

taught us...

Page 37: How we taught ourselves service design

4. Comfort – we could do this!

Page 38: How we taught ourselves service design

5. It helped to have existing platforms: YouTube, Slideshare, etc

Page 39: How we taught ourselves service design

1. Experience

2. Observe and reflect

3. Develop ideas

4. Test ideas

Page 40: How we taught ourselves service design

[Pic of Thea running her comics Knowledge Club]

40

Knowledge Club (c. 2007) 2 hours every fortnight

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How can we use Knowledge Clubs to learn service design?

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Service Design Knowledge Clubs

1. An introductory ‘whistle stop’ tour of 3 papers

2. Service Design Circus: 22 techniques in 120 minutes

3. In-depth on 4 of the most useful techniques

Page 43: How we taught ourselves service design
Page 44: How we taught ourselves service design

• 22 service design techniques in 120 minutes

• 5Ws + H

• References

• Examples

Page 45: How we taught ourselves service design

[Round 1 voting.xlsx]

45

We voted on the most interesting / useful techniques…

Page 46: How we taught ourselves service design

[Exploding trousers from storytelling.ppt]

…And ran in-depth sessions on the 4 that were most voted for

Page 47: How we taught ourselves service design

Some of the sessions were run by guest speakers

Lucha Libre poster from http://rderudooficial.blogspot.com.au/2011/01/nueva-gran-temporada-en-la-lopez-mateos.html

Page 48: How we taught ourselves service design

Step 3. Developing ideas

taught us...

Page 49: How we taught ourselves service design

6. It was important to have a safe place to experiment

Photo of wrestling gym from http://www.pueblacapital.gob.mx/work/sites/deporte/resources/LocalContent/181/1/08_img.jpg

Page 50: How we taught ourselves service design

7. Sometimes it’s good to be “forced” to learn

Photo from http://www.zimbio.com/pictures/jXJGlFDC4Zn/Mexican+Wrestlers+Lucha+Libre+Prepare+London

Page 51: How we taught ourselves service design

8. To develop our service design muscles we had to ‘‘get in the ring”

Photo from http://www.crackajack.de/2012/02/21/colin-delfosses-congolese-wrestlers/

Page 52: How we taught ourselves service design

9. We had to develop our own “fighting style”

Photo from http://www.zimbio.com/pictures/jXJGlFDC4Zn/Mexican+Wrestlers+Lucha+Libre+Prepare+London

Page 53: How we taught ourselves service design

1. Experience

2. Observe and reflect

3. Develop ideas

4. Test ideas

Page 54: How we taught ourselves service design
Page 55: How we taught ourselves service design
Page 56: How we taught ourselves service design

261,700 New Zealanders had falls in their

own homes in 2010

Page 57: How we taught ourselves service design

The societal and economic cost of all falls in New Zealand is

$1,840,000,000 p.a

Page 58: How we taught ourselves service design

ACC asked us to help.

What would you do?

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1. We started by designing the approach, together with ACC, for one of New Zealand’s largest ever co-design projects

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2. We ran 3 forums across NZ with approx. 100 staff

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SHAPE OF THE DAY

Our task: Big, bold ideas to significantly reduce impact from falls in the home

4PM

9AM

ACC executive welcome

Who is falling?

What would Apple do?

Top 5 ideas

Road to reality

Dr Lou address

Wrap up

The agenda looked like this

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We provided context to get the juices flowing…

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…Including info on where and how people are falling

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We used a ‘What would Apple do?’ exercise to solicit ideas

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IMAGE PLACEHOLDER

3. Ran 3 public forums, which included roleplaying …

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…and lots of sketching

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4. We also ran an ideas competition at www.ideanation.co.nz

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It gave me such pride in New Zealand to hear this message. The initiative is fantastic, and if it can be a catalyst for solutions at home, and then abroad, then that's tremendous. I'm so excited to hear what comes out of Idea Nation.

Top new zealand scientist

The programme is still running, so watch this space

Page 69: How we taught ourselves service design

Step 4. Testing our ideas taught

us...

Page 70: How we taught ourselves service design

10. We don't "own" service design

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11. Clients say "customer experience" not "service design"

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12. We need to back ourselves

Photo from http://www.zimbio.com/pictures/jXJGlFDC4Zn/Mexican+Wrestlers+Lucha+Libre+Prepare+London

Page 73: How we taught ourselves service design

In conclusion

Photo from http://picturepedaler.blogspot.co.nz/2010/10/new-miss-lavender-blue.html

Page 74: How we taught ourselves service design

A few tips 1. Give yourself license to fail

2. Don’t underestimate the need to sell internally

3. Use existing platforms, like blogs and networking drinks, to help “observe and reflect”

4. Create a safe place to experiment, and keep iterations short and the scope narrow

5. Sometimes it’s good to be “forced” to learn. To develop your service design muscles you need to get in the ring

6. Don’t be afraid of backing yourself, and developing your own “fighting style”

7. None of us "own" service design – it’s too big for that

Page 75: How we taught ourselves service design

But if you do nothing else to learn service

design...

Page 76: How we taught ourselves service design

1. Do real projects

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2. Be an active part of the community

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3. Be patient

Page 79: How we taught ourselves service design

1. Experience

2. Observe and reflect

3. Develop ideas

4. Test ideas

Page 80: How we taught ourselves service design

Thanks!

Trent Mankelow Optimal Usability

[email protected]

Photo from http://hispaniclondon.files.wordpress.com/2011/02/shiro-pose-by-siboni.jpg