Advanced Design Planning Module 4
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What is the main objective of identifying modes in a design project?

  • To identify the different types of maps that can be created
  • To create a list of personas
  • To design for a specific mode of behavior (correct)
  • To make the design process more complicated
  • What is the benefit of using modes in design compared to personas?

  • It is a more complex approach
  • It is a more monolithic approach
  • It is a more outdated approach
  • It is a more dynamic and nuanced approach (correct)
  • How do designers typically identify modes in a design project?

  • By conducting surveys and interviews
  • By using a pre-defined list of modes
  • By using a software tool to generate modes
  • By observing and researching user behavior (correct)
  • What is the purpose of creating a list of polar opposites in a design project?

    <p>To generate a range of possible modes</p> Signup and view all the answers

    What are the three types of maps that can be created in a design project?

    <p>Binary, four square, and REI</p> Signup and view all the answers

    What is the result of putting two continua together in a design project?

    <p>Four or more modes</p> Signup and view all the answers

    What is the purpose of a creative brainstorming exercise in a design project?

    <p>To generate a range of possible modes</p> Signup and view all the answers

    What is the most common way that designers create a final map of modes in a design project?

    <p>By writing down a list of modes</p> Signup and view all the answers

    Why is it important to observe and research user behavior in a design project?

    <p>To identify the different modes that users exhibit</p> Signup and view all the answers

    What is the benefit of using a mode-based approach in design?

    <p>It is a more tailored and effective approach</p> Signup and view all the answers

    What is the purpose of ensuring that clusters are mutually exclusive and collectively exhaustive?

    <p>To make sure that each cluster is distinct and covers most of the issues involved</p> Signup and view all the answers

    What is the recommended approach when writing a cluster headline?

    <p>Use a sentence or a couple of sentences to convey a deeper meaning</p> Signup and view all the answers

    Why is it important to have a counterargument against a cluster headline?

    <p>To provide an alternative perspective and strengthen the insight</p> Signup and view all the answers

    What is the purpose of authoring objectives?

    <p>To define what to achieve based on the insights gained</p> Signup and view all the answers

    Why is it important to ensure that clusters are not overlapped?

    <p>To ensure that each cluster is distinct and has clear boundaries</p> Signup and view all the answers

    What does it mean for clusters to be collectively exhaustive?

    <p>That the clusters cover most of the issues involved</p> Signup and view all the answers

    What is the benefit of having clusters that are mutually exclusive?

    <p>That they can be easily distinguished from one another</p> Signup and view all the answers

    What percentage of issues is considered acceptable coverage for the clusters?

    <p>85% to 90%</p> Signup and view all the answers

    What is the purpose of creating clusters?

    <p>To organize and structure ideas and information</p> Signup and view all the answers

    What happens when clusters become too overlapped?

    <p>They become less distinct and more difficult to understand</p> Signup and view all the answers

    What is the primary goal of clustering facts and intelligence?

    <p>To organize categories of related information</p> Signup and view all the answers

    What is the main difference between facts and insights?

    <p>Facts are about what is, while insights are about what it means</p> Signup and view all the answers

    What is the user objective in the context of driving assessments?

    <p>To get a license to drive based on skills and experience</p> Signup and view all the answers

    What is the purpose of identifying the core insight in the research?

    <p>To inform the next step in the research process</p> Signup and view all the answers

    What is the key consideration when making clusters of facts and intelligence?

    <p>Using a consistent convention for clustering</p> Signup and view all the answers

    What is the significance of the threshold between facts and interpretations?

    <p>It helps to avoid over-interpretation of results</p> Signup and view all the answers

    What is the relationship between the current assessments and the number of accidents?

    <p>The current assessments are insufficient to reduce accidents</p> Signup and view all the answers

    What is the purpose of making a thorough list of what people said and did during research?

    <p>To ensure that all facts are considered</p> Signup and view all the answers

    What is the significance of considering the difference between facts and interpretations?

    <p>It helps to avoid over-interpretation of results</p> Signup and view all the answers

    What is the organization's objective in the context of driving assessments?

    <p>To deliver assessments that ensure people are ready to drive</p> Signup and view all the answers

    Who introduces themselves at the beginning?

    <p>Jeremy Alexis</p> Signup and view all the answers

    What does the fourth module of the class focus on?

    <p>Analysis</p> Signup and view all the answers

    Which statement reflects the principle emphasized by Jeremy Alexis in this module?

    <p>Design for the user who is not you</p> Signup and view all the answers

    Why should designers avoid doing 'me search'?

    <p>Because their experience of the world is different from their users</p> Signup and view all the answers

    According to the content, what drives concept generation and strategy generation?

    <p>Research data analysis</p> Signup and view all the answers

    What is an important consideration for designers within organizations with significant history?

    <p>Designing for users with different skill levels</p> Signup and view all the answers

    What is a 'real breakthrough' in building products and services?

    <p>Building truly human-centered products</p> Signup and view all the answers

    What is emphasized about the user experience in this phase of design?

    <p>It should be designed for the understanding of the potential user</p> Signup and view all the answers

    What factor was found to be more influential on individuals' needs at O'Hare Airport?

    <p>Whether they have lots of time or little time</p> Signup and view all the answers

    What is one example of a mode in which the service should be built around, as mentioned in the text?

    <p>Help mode</p> Signup and view all the answers

    Why is it suggested to build an exhaustive list of modes that people are in when engaging with your service?

    <p>To better recognize all potential user needs</p> Signup and view all the answers

    What type of mode might someone be in if they have planned and have lots of time?

    <p>Entertainment mode</p> Signup and view all the answers

    What was the primary focus when designing services at O'Hare Airport?

    <p>Different modes of travelers</p> Signup and view all the answers

    Which aspect of an individual's airport experience does NOT heavily influence their needs, according to the text?

    <p>Frequency of flying</p> Signup and view all the answers

    In what mode is an individual likely to seek immediate assistance?

    <p>Help mode</p> Signup and view all the answers

    What insight was discovered about cancer patients calling a call center?

    <p>Their modes change depending on their treatment journey stages</p> Signup and view all the answers

    What type of mode includes being 'distracted' or 'relaxing'?

    <p>Deliberate mode</p> Signup and view all the answers

    How should services be designed according to the modes concept?

    <p>Based on the different modes people are in during engagement</p> Signup and view all the answers

    What is considered a valuable way to perform design work according to the text?

    <p>select continuums that are most different</p> Signup and view all the answers

    When identifying objectives within a domain, what should be considered critically?

    <p>Both user and organization objectives</p> Signup and view all the answers

    How are 'facts and intelligence' defined in the text?

    <p>Information observed and learned in research</p> Signup and view all the answers

    What is the average duration of driver's ed tests mentioned in the text?

    <p>15 minutes</p> Signup and view all the answers

    What is a notable fact about the passing rates of driver's ed tests?

    <p>95% pass rate</p> Signup and view all the answers

    What critical issue was noted about new drivers?

    <p>They have a high rate of accidents within their first year</p> Signup and view all the answers

    Which process is referred to as 'impossible to find a design firm without'?

    <p>Glass wall clustering with Post-its</p> Signup and view all the answers

    What should be identified after determining your ‘modes’ in the process?

    <p>Objectives</p> Signup and view all the answers

    What are some typical examples of facts gathered in the research modules?

    <p>Tests duration and pass rates</p> Signup and view all the answers

    Which phase in the MOST framework involves identifying the goals of both stakeholders and the organization?

    <p>Objectives</p> Signup and view all the answers

    In the context described, when are personas particularly useful?

    <p>In service design involving cobbling together needs that wouldn't exist in a single individual</p> Signup and view all the answers

    What is a behavioral mode?

    <p>A state of engagement with the product or service</p> Signup and view all the answers

    What is an issue that can arise from using personas in design thinking?

    <p>They can lead to overly generic or stereotypical characterizations</p> Signup and view all the answers

    Which of the following is NOT part of the four analysis phases mentioned?

    <p>Identifying user motivations</p> Signup and view all the answers

    What is the purpose of clustering Post-it notes in design thinking exercises?

    <p>To identify common themes</p> Signup and view all the answers

    In the analysis described, what follows the identification of user modes?

    <p>Identifying objectives</p> Signup and view all the answers

    Why might personas in design thinking become problematic?

    <p>They can feel limiting and stereotypical</p> Signup and view all the answers

    Which aspect is considered vital to change over time when designing for user modes?

    <p>How people think and feel</p> Signup and view all the answers

    What do the four pathways ensure in the analysis process?

    <p>The data is both rigorously collected and appropriately treated</p> Signup and view all the answers

    What is the purpose of the 'from statement' in the method being described?

    <p>To outline the current assessments as sufficient</p> Signup and view all the answers

    What should clusters be rewritten as, according to the method?

    <p>Headlines</p> Signup and view all the answers

    What is a significant challenge in getting to insights according to the speaker?

    <p>Identifying objectives of users and the organization</p> Signup and view all the answers

    What does the method described imply is crucial for making effective insights?

    <p>Consistently using the same convention over again</p> Signup and view all the answers

    Which approach is suggested to handle a large amount of data effectively?

    <p>A disciplined approach with additional steps</p> Signup and view all the answers

    What does the speaker suggest you understand when clustering insights?

    <p>Organizational and user objectives</p> Signup and view all the answers

    Why is it considered almost impossible to design without understanding the user's steps?

    <p>Because steps provide a structured framework</p> Signup and view all the answers

    What makes the method provided different from traditional design thinking clustering?

    <p>It is more complex with additional steps</p> Signup and view all the answers

    What should be the final form of clusters in this method?

    <p>Headlines</p> Signup and view all the answers

    What is suggested to achieve effective and profound insights?

    <p>Applying a disciplined approach with more steps</p> Signup and view all the answers

    What is the primary goal of clustering facts and intelligence?

    <p>To organize facts and intelligence in a meaningful way</p> Signup and view all the answers

    Why is it important to consider the difference between facts and interpretations?

    <p>To avoid making inferences and ensure that only facts are stated</p> Signup and view all the answers

    What is the significance of the threshold between facts and interpretations?

    <p>It helps innovators know when to stop interpreting and start stating facts</p> Signup and view all the answers

    What is the purpose of identifying the core insight in the research?

    <p>To position the organization for the next step</p> Signup and view all the answers

    What is the organization's objective in the context of driving assessments?

    <p>To deliver assessments that ensure people are ready to drive</p> Signup and view all the answers

    What is the user objective in the context of driving assessments?

    <p>To get a license to drive based on skills and experience</p> Signup and view all the answers

    What happens when you cluster facts and intelligence that are related?

    <p>You organize facts and intelligence in a meaningful way</p> Signup and view all the answers

    What is the outcome of clustering facts and intelligence that are related?

    <p>You get categories that are helpful for organization but might not be helpful for generating insights and ideas</p> Signup and view all the answers

    What is the purpose of making a thorough list of what people said and did during research?

    <p>To create a foundation for generating insights and ideas</p> Signup and view all the answers

    Why is it important to ensure that clusters are mutually exclusive and collectively exhaustive?

    <p>To ensure that clusters are meaningful and useful</p> Signup and view all the answers

    What is the primary goal of identifying the biggest problems with the steps?

    <p>To understand where the steps are not great right now</p> Signup and view all the answers

    What is the purpose of considering relevance and distinctiveness in trends?

    <p>To prioritize the different trends to work on</p> Signup and view all the answers

    What is the outcome of completing the exercise of identifying the steps?

    <p>A nice clear set of steps</p> Signup and view all the answers

    What is the focus of the next exercise in the research section?

    <p>Applying the most framework to understand the key points</p> Signup and view all the answers

    What is the purpose of identifying bright spots in the experience?

    <p>To build on and extend the wonderful parts of the experience</p> Signup and view all the answers

    What is the relationship between relevance and distinctiveness?

    <p>Relevance and distinctiveness are equally important</p> Signup and view all the answers

    What is the outcome of considering the relevance and distinctiveness of trends?

    <p>A prioritization of the different trends to work on</p> Signup and view all the answers

    What is the purpose of identifying trends in the research?

    <p>To prioritize the different trends to work on</p> Signup and view all the answers

    What is the focus of the design strategy?

    <p>Making great products and services</p> Signup and view all the answers

    What is the result of completing the exercise of identifying the trends?

    <p>A design strategy for making great products and services</p> Signup and view all the answers

    What is the first step in the three-step process mentioned?

    <p>gathering facts and intelligence</p> Signup and view all the answers

    What task is associated with the initial collection of facts and intelligence?

    <p>copying or moving over research findings</p> Signup and view all the answers

    What was a notable finding about the driver's ed tests?

    <p>They take less than 15 minutes on average</p> Signup and view all the answers

    What percentage of people passed the driver's ed tests?

    <p>95%</p> Signup and view all the answers

    What was discovered about accidents after drivers took the test?

    <p>Significant amount of accidents occurred within the first year</p> Signup and view all the answers

    What is not part of the three-step process mentioned?

    <p>creating hypothetical scenarios</p> Signup and view all the answers

    What did the process associate with the driver's ed and driver testing work primarily focus on?

    <p>Helping driver's ed and driver testing improve</p> Signup and view all the answers

    How were the facts described in the context of the research?

    <p>As collected pieces of information based on observations and findings</p> Signup and view all the answers

    What is a key characteristic of mutually exclusive clusters?

    <p>They are completely different from each other</p> Signup and view all the answers

    What is an acceptable coverage percentage for collectively exhaustive clusters?

    <p>85-95%</p> Signup and view all the answers

    Why is it important for cluster headlines to have a possible counterargument?

    <p>To demonstrate the headline is meaningful and arguable</p> Signup and view all the answers

    What should you do with information that is not relevant while clustering?

    <p>Move it to the side</p> Signup and view all the answers

    What type of headlines should be avoided for cluster summaries?

    <p>Concepts like 'innovation' or 'seamlessness'</p> Signup and view all the answers

    What is often more helpful than a single word for cluster headlines?

    <p>A sentence or two</p> Signup and view all the answers

    What signifies that your clusters might be too large?

    <p>They start to overlap</p> Signup and view all the answers

    When structuring clusters, why is having clear boundaries important?

    <p>To ensure distinctiveness and clarity</p> Signup and view all the answers

    What percentage of coverage indicates that your clusters are in good shape?

    <p>85-95%</p> Signup and view all the answers

    What should you aim for when determining cluster topics?

    <p>They should have clear and distinct boundaries</p> Signup and view all the answers

    What is the purpose of the 'from' statement in the discussed method?

    <p>To define the problem</p> Signup and view all the answers

    What does the 'to' statement represent in this method?

    <p>The solution the organization and stakeholder want to achieve</p> Signup and view all the answers

    Why might someone skip the step of specifying a 'from' statement, according to the text?

    <p>Because they are comfortable and fluid with the method</p> Signup and view all the answers

    What is suggested as important when clustering insights?

    <p>Writing clusters as headlines</p> Signup and view all the answers

    What is one benefit of adopting a more disciplined approach mentioned in the text?

    <p>More profound and important insights</p> Signup and view all the answers

    What is often the harder part of identifying objectives, according to the text?

    <p>Understanding user and organizational wants</p> Signup and view all the answers

    Why is it necessary to draw out a step-by-step process in design?

    <p>To identify the steps the user takes to achieve something</p> Signup and view all the answers

    Which factor is crucial for ensuring the service or product solves the needs of users during an experience?

    <p>The before and after experiences</p> Signup and view all the answers

    What should be used repeatedly when clustering, according to the text?

    <p>The same convention</p> Signup and view all the answers

    Why is it important to avoid having too many steps in designing a process?

    <p>Too many steps can create information overload</p> Signup and view all the answers

    What is the ultimate purpose of synthesizing work with these methods?

    <p>To derive usable and important insights</p> Signup and view all the answers

    How is the process of redesigning experiences described in the text?

    <p>As identifying and mapping out user steps</p> Signup and view all the answers

    What defines a 'moment of truth' in the context of process steps?

    <p>Critical points of the experience that determine user loyalty</p> Signup and view all the answers

    How should the overall design process be framed to ensure it's effective?

    <p>It should fit within one page to be manageable</p> Signup and view all the answers

    What should be done immediately after outlining the initial steps in a process?

    <p>Think about the beginning and end experiences</p> Signup and view all the answers

    What is the risk associated with having too few steps in a process?

    <p>It often means the process is being considered too narrowly</p> Signup and view all the answers

    When identifying the moment of truth, what should be considered?

    <p>The most crucial steps that must be perfected</p> Signup and view all the answers

    Why is it critical to identify pain points in a process?

    <p>To find areas of difficulty and improve them</p> Signup and view all the answers

    What should be assessed once the steps are outlined and bookends are considered?

    <p>Any overlaps in the steps</p> Signup and view all the answers

    What is a potential sign that a process is too exhaustive?

    <p>If it becomes impossible to manage all the information</p> Signup and view all the answers

    What is the primary purpose of identifying the biggest problems with the steps in the customer experience?

    <p>To identify areas for improvement</p> Signup and view all the answers

    What is the significance of thinking about relevance and distinctiveness in trends?

    <p>To prioritize trends based on relevance and distinctiveness</p> Signup and view all the answers

    What is the purpose of taking the information from the contextual research and applying the framework?

    <p>To understand the key points for the next section</p> Signup and view all the answers

    What is the importance of considering the relevance of trends to the product or service?

    <p>To evaluate the impact of the trend on the product or service</p> Signup and view all the answers

    What is the benefit of thinking about the biggest problems with the steps in the customer experience?

    <p>To identify areas for improvement</p> Signup and view all the answers

    What is the purpose of identifying the trends and factors in the contextual research?

    <p>To understand the demographics and social trends</p> Signup and view all the answers

    What is the importance of prioritizing the trends based on relevance and distinctiveness?

    <p>To focus on the trends that will have the biggest impact</p> Signup and view all the answers

    What is the primary goal of understanding the customer experience?

    <p>To identify areas for improvement</p> Signup and view all the answers

    What is the benefit of considering the relevance and distinctiveness of trends?

    <p>To prioritize the trends based on relevance and distinctiveness</p> Signup and view all the answers

    What is the purpose of applying the framework to the research?

    <p>To understand the key points for the next section</p> Signup and view all the answers

    What is the primary goal of clustering facts and intelligence?

    <p>To organize and categorize information</p> Signup and view all the answers

    What is the main difference between facts and insights?

    <p>Facts are based on research, while insights are based on interpretation</p> Signup and view all the answers

    What is the significance of the threshold between facts and interpretations?

    <p>It helps to distinguish between objective and subjective information</p> Signup and view all the answers

    What is the relationship between the current assessments and the number of accidents?

    <p>The current assessments are insufficient to determine the number of accidents</p> Signup and view all the answers

    What is the purpose of making a thorough list of what people said and did during research?

    <p>To capture the facts and intelligence from the research</p> Signup and view all the answers

    What is the significance of considering the difference between facts and interpretations?

    <p>It distinguishes between objective and subjective information</p> Signup and view all the answers

    What is the organization's objective in the context of driving assessments?

    <p>To ensure that people are ready to drive</p> Signup and view all the answers

    What is the user objective in the context of driving assessments?

    <p>To get a license to drive based on their skills and experience</p> Signup and view all the answers

    What happens when clusters become too overlapped?

    <p>The clusters lose their meaning and significance</p> Signup and view all the answers

    What is the primary goal of authoring objectives?

    <p>To define the direction and scope of the project</p> Signup and view all the answers

    What is the primary purpose of the initial steps in the three-step process described?

    <p>To copy and move over the findings from research</p> Signup and view all the answers

    What specific fact was found regarding the duration of driver's ed tests?

    <p>Most take less than 15 minutes</p> Signup and view all the answers

    What was the observed percentage of individuals passing the driver's ed test?

    <p>95%</p> Signup and view all the answers

    What is a highlighted consequence of drivers passing the test within their first year?

    <p>Significant number of accidents</p> Signup and view all the answers

    What is a key characteristic of the recommended approach to clustering in the initial course described?

    <p>Casual and organic</p> Signup and view all the answers

    What type of information is primarily transferred during the initial clustering process?

    <p>Facts and intelligence</p> Signup and view all the answers

    Which type of research module findings are copied over in the initial clustering phase?

    <p>Contextual or foresight work</p> Signup and view all the answers

    What is a potential implication of the high pass rate of driver's ed tests?

    <p>Possible test inadequacy</p> Signup and view all the answers

    What is the goal when ensuring that clusters are mutually exclusive?

    <p>To ensure each cluster is distinctly different</p> Signup and view all the answers

    What is meant by clusters being 'collectively exhaustive'?

    <p>All clusters together should capture the majority of issues</p> Signup and view all the answers

    Why is it important to create a counter argument against a cluster headline?

    <p>To indicate a strong position has been taken</p> Signup and view all the answers

    What should be done if clusters start to overlap too much?

    <p>Reduce the size of the clusters</p> Signup and view all the answers

    What is a potential issue with creating cluster headlines that are merely concepts like 'innovation'?

    <p>They are difficult to argue against</p> Signup and view all the answers

    Why should some information be moved to the side and not included in clusters?

    <p>To keep clusters focused on relevant issues</p> Signup and view all the answers

    What is the main purpose of authoring the objectives?

    <p>To clarify the insights gathered</p> Signup and view all the answers

    What would indicate that a cluster has become too large?

    <p>The cluster overlaps with other clusters</p> Signup and view all the answers

    What aspect is emphasized when writing a cluster headline?

    <p>It should convey a profound meaning</p> Signup and view all the answers

    How much coverage is considered acceptable for the clusters created?

    <p>85-90%</p> Signup and view all the answers

    What is indicated by the 'from statement' in the process described?

    <p>The current condition or problem being addressed</p> Signup and view all the answers

    What is the primary purpose of clustering facts and intelligence?

    <p>To synthesize information into meaningful insights</p> Signup and view all the answers

    Why might you opt to skip the initial step if you are 'comfortable and fluid' with the method?

    <p>Because it simplifies the process and saves time</p> Signup and view all the answers

    Which approach is suggested for understanding the organization's and user's objectives?

    <p>Drawing out a step-by-step process map</p> Signup and view all the answers

    What is emphasized about writing clusters according to the passage?

    <p>Clusters should reflect the same meaning</p> Signup and view all the answers

    What is considered harder than deriving insights from information?

    <p>Understanding the organizational objectives</p> Signup and view all the answers

    What is the final goal of the method described in the text?

    <p>Creating an experience process map</p> Signup and view all the answers

    What makes the described approach harder and more complicated?

    <p>The disciplined method and extra steps involved</p> Signup and view all the answers

    What should you use consistently when clustering insights?

    <p>A standard convention</p> Signup and view all the answers

    What type of step is likely shown in the process of getting a tetanus shot?

    <p>A concrete step-by-step experience</p> Signup and view all the answers

    What is the primary focus after drawing the initial steps in a process?

    <p>Thinking about the beginning and the end.</p> Signup and view all the answers

    What can happen if a process has too many steps?

    <p>The process may become difficult to manage and time-consuming.</p> Signup and view all the answers

    What is the advised approach if a process becomes larger than one page?

    <p>Break it into several distinct experiences.</p> Signup and view all the answers

    Why should designers identify moments of truth in their steps?

    <p>To determine key touchpoints that influence user loyalty and satisfaction.</p> Signup and view all the answers

    What is suggested when the process steps are fewer than needed?

    <p>The scope might be considered too narrow.</p> Signup and view all the answers

    What crucial aspect should be identified for developing useful solutions?

    <p>The user pain points and difficulties.</p> Signup and view all the answers

    Why must designers avoid processes that are too exhaustive?

    <p>They become unmanageable and overly time-consuming.</p> Signup and view all the answers

    How can user research assist in the process design?

    <p>By identifying moments of truth and critical touchpoints.</p> Signup and view all the answers

    What should be done after outlining moments of truth in the steps?

    <p>Detect pain points and potential user struggles.</p> Signup and view all the answers

    Why is the 'one page test' important in process design?

    <p>It helps to avoid overly broad or overly narrow definitions.</p> Signup and view all the answers

    Study Notes

    Introduction to Advanced Design Planning

    • The course covers analysis of research data to generate concepts and strategies.
    • The goal is to design for users who are not like us, with varying levels of skill and understanding.

    Four Phases of Analysis

    • Identify user modes: understanding how users think and feel when engaging with a product or service.
    • Identify objectives: determining what users and stakeholders want to achieve.
    • Identify steps in the process: understanding the journey or process users go through.
    • Identify trends: identifying key trends that impact the design.

    User Modes

    • A behavioral mode is a presenting condition or state that individuals are in when engaging with a product or service.
    • Modes are not the same as personas, which can be generic and stereotypical.
    • Examples of modes include being in a rush, distracted, relaxing, or being slow and deliberate.
    • Identifying modes helps to design services that cater to these different modes.

    Case Study: O'Hare Airport

    • The design team identified modes of travelers, including those with little time, unexpected changes, or planned activities.
    • The modes were used to design services that cater to these different needs.

    Case Study: Cancer Patients

    • The design team identified modes of cancer patients calling a call center, including being a storyteller, a soldier, or having other emotional states.
    • The modes were used to design services that cater to these different emotional needs.

    Identifying Modes

    • Use axes of opposing characteristics (e.g., excited vs. bored) to create a framework for identifying modes.
    • Create a list of modes observed in research, without worrying about complexity or frameworks.
    • Maps can be used to visualize modes, including binary, polar, and REI maps.

    Objectives

    • Identify what users want to achieve and what the organization wants to achieve.
    • Objectives may reinforce or conflict with each other.

    Process for Identifying Objectives

    • Start with facts and intelligence from research.
    • Cluster related facts to identify categories.
    • Look for shared meaning behind the facts to identify insights.
    • Identify user and organizational objectives based on the insights.

    Example of Identifying Objectives

    • In a project to improve driver's ed and testing, the team identified facts, such as the average test-taking time and high pass rate.

    • The team clustered related facts and identified an insight: the current assessments are insufficient to determine if people are ready to drive.

    • The user objective is to get a license based on skills and experience, while the organizational objective is to deliver assessments that ensure people are ready to drive.### Steps to Get Insights from Research

    • To get insights from research, make a thorough list of what people said and did during research, and ensure you distinguish between facts and interpretations.

    • Use a consistent convention for clustering, and ensure clusters are mutually exclusive and collectively exhaustive.

    Clustering

    • Clustering involves grouping similar facts and intelligence together to identify patterns and relationships.
    • Clusters should be distinct, with clear boundaries, and not overlap.
    • Aim for clusters that cover 85-90% of the total issues involved.

    Writing Cluster Headlines

    • Write cluster headlines as sentences or a couple of sentences that convey a deep and profound meaning.
    • Headlines should be contentious, allowing for counterarguments.
    • Examples of cluster headlines include "Current assessments aren't sufficient" or "Innovation is key to success".

    Authoring Objectives

    • Authoring objectives involves identifying what the organization and stakeholders want to achieve based on the insights.
    • Use the "from-to" statement to identify the problem and the desired outcome.
    • Examples of "from-to" statements include "From current assessments being insufficient to assessments being sufficient" or "From using traditional methods to using innovative solutions".

    Importance of Disciplined Approach

    • A disciplined approach to clustering and authoring objectives yields more profound and important insights.
    • This approach requires a few more steps than traditional design thinking clustering, but it's worth the effort.

    Key Takeaways

    • Use a consistent convention for clustering.
    • Ensure clusters are mutually exclusive and collectively exhaustive.
    • Write cluster headlines as sentences that convey a deep and profound meaning.
    • Identify the organizational and user objectives using the "from-to" statement.
    • A disciplined approach to clustering and authoring objectives yields more profound and important insights.

    Clustering and Insight Generation

    • A three-step process to generate insights:
      • Step 1: Facts and Intelligence (what did we see and hear?)
      • Step 2: Clustering (grouping similar facts with the same meaning)
      • Step 3: Insight generation (what does it mean?)
    • Clustering should be done using a consistent convention
    • Clusters should be mutually exclusive and collectively exhaustive
    • A good cluster headline should be arguable and have a clear contention

    Authoring Objectives

    • Objective statements should be phrased as "from...to" statements
    • "From" statements describe the current condition
    • "To" statements describe the desired outcome
    • Objectives should be based on insights generated from clustering
    • Example: "From current assessments being insufficient, to assessments that accurately determine readiness to drive."

    Process Mapping

    • Process mapping is a way to understand the steps involved in an experience or service
    • It involves breaking down the process into individual steps
    • Steps should be articulated in a way that is not too narrow or too broad
    • The process map should fit on one page
    • Moments of truth are the most important parts of the experience that determine customer loyalty
    • Pain points are the difficulties or struggles in the process
    • Bright spots are the wonderful parts of the experience that should be built upon
    • Trends include benchmarks, exemplars, analogies, demographics, social trends, and technical trends
    • Relevance refers to how important a trend is to the product or service being designed
    • Distinctiveness refers to how unique or different a trend is compared to others
    • Trends should be prioritized based on relevance and distinctiveness### Prioritizing Trends and Design Strategy
    • Trends can be distinctive, but not always relevant, so prioritization is necessary.
    • This prioritization helps in determining where to apply trends for the most impact.

    Understanding Design Strategy

    • A design strategy is being shaped through the analysis of trends.
    • This strategy is applicable to creating effective products and services.

    Moving Forward

    • The next exercise will focus on applying the Most framework to understand key points.
    • The exercise will utilize the information gathered during the research section.

    Exercise and Module 5

    • Complete Exercise 4 in the materials provided.
    • The next module, Module 5, will build upon the understanding gained so far.

    Clustering and Insight Generation

    • A three-step process to generate insights:
      • Step 1: Facts and Intelligence (what did we see and hear?)
      • Step 2: Clustering (grouping similar facts with the same meaning)
      • Step 3: Insight generation (what does it mean?)
    • Clustering should be done using a consistent convention
    • Clusters should be mutually exclusive and collectively exhaustive
    • A good cluster headline should be arguable and have a clear contention

    Authoring Objectives

    • Objective statements should be phrased as "from...to" statements
    • "From" statements describe the current condition
    • "To" statements describe the desired outcome
    • Objectives should be based on insights generated from clustering
    • Example: "From current assessments being insufficient, to assessments that accurately determine readiness to drive."

    Process Mapping

    • Process mapping is a way to understand the steps involved in an experience or service
    • It involves breaking down the process into individual steps
    • Steps should be articulated in a way that is not too narrow or too broad
    • The process map should fit on one page
    • Moments of truth are the most important parts of the experience that determine customer loyalty
    • Pain points are the difficulties or struggles in the process
    • Bright spots are the wonderful parts of the experience that should be built upon
    • Trends include benchmarks, exemplars, analogies, demographics, social trends, and technical trends
    • Relevance refers to how important a trend is to the product or service being designed
    • Distinctiveness refers to how unique or different a trend is compared to others
    • Trends should be prioritized based on relevance and distinctiveness### Prioritizing Trends and Design Strategy
    • Trends can be distinctive, but not always relevant, so prioritization is necessary.
    • This prioritization helps in determining where to apply trends for the most impact.

    Understanding Design Strategy

    • A design strategy is being shaped through the analysis of trends.
    • This strategy is applicable to creating effective products and services.

    Moving Forward

    • The next exercise will focus on applying the Most framework to understand key points.
    • The exercise will utilize the information gathered during the research section.

    Exercise and Module 5

    • Complete Exercise 4 in the materials provided.
    • The next module, Module 5, will build upon the understanding gained so far.

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    Description

    Learn about advanced design planning in this module, focusing on analysis and transforming research data into useful insights.

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