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Joshua Wexler,
Chief Executive Officer
josh@occomgroup.com
The Ideation Framework
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What we will cover
•  2 big questions
•  Outcomes of the framework
•  The ideation framework (with exercises!)
•  Takeaways
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2 Big Questions
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How do you communicate (a technical idea) to others?
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Communication is difficult. Text is ambiguous.
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Car Car
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How do you decide which ideas will be valuable?
That’s it!
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How do you decide which ideas will be valuable?
Usable
Valuable Feasible
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Collecting meaningful feedback is challenging
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With a new idea, people don’t always
know what they want until
…they see it.
…they try it.
…they experience it.
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Tell me something. And I will forget.
Show me something. And I can remember.
Involve me. And I will understand.
- Chinese Proverb
“  
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Car Car
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The Ideation Framework
UNCERTAINTY CLARITY
ENVISION
Get the team speaking the
same language through
inspiration and design
exercises.
PROTOTYPE
Collaboratively build initial
solution as an on-device,
interactive prototype.
EVALUATE
Get feedback on prototype
from potential customers to
validate assumptions.
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Envisioning
•  Problem statement
•  Inspiration
•  Idea expression
•  Customer definition
•  Personas (proto people)
•  User narratives
•  Paper prototypes
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Wouldn’t it be cool if…
Students could improve their study habits with a
mobile app?
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Problem statement
1-2 sentences that describe an issue (need) for a
target customer that we are going to solve
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Raphi’s problem statement
Too many students never complete high school
not because they lack intelligence, but because
they never gained the academic habits they
needed
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Your turn…
Take 1 minute to write down your problem statement
Turn to someone else and share for 30 seconds
A mobile app that helps people book flights faster
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Inspiration
Inspiration is defined as other systems that
attempt to solve our problem or inspire us with
their design or functionality.
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Inspiration Board
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Your turn…
Take 2 minutes to come up with a piece of inspiration
and write down the following:
Name
What you like?
What do you not like?
What can you “borrow”?
Turn to someone else and share for 30 seconds
A mobile app that helps people book flights faster
Occom	
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  Company	
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Idea expression
An idea expression is a short and succinct
statement of your idea that everyone agrees to.
A mobile app that helps people book flights faster
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  ©	
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Customer definition
Who are the groups of people that will be using
your system? These are the primary customers
(i.e., early adopters) and are the people who feel
the pain of our problem the most.
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Raphi’s customer definition
Students in 6th to 12th grade who own
smartphones.
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Your turn…
Take 1 minute to come up with at least 2 meaningful
customer groups
Turn to someone else and share the group you picked
and why they would be good for 30 seconds
A mobile app that helps people book flights faster
Occom	
  Group	
  Company	
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Personas
Characters created to represent the different user
types within your targeted demographic, attitude
and/or behavior set that might use our solution.
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Raphi’s persona
Name:	
  Derek	
  Rodriguez	
  
Age:	
  14	
  
Demographic:	
  9th	
  grader	
  in	
  NYC	
  
Background:	
  
•  AHends	
  a	
  large	
  urban	
  high	
  school	
  
•  Owns	
  a	
  smart	
  phone	
  and	
  loves	
  to	
  use	
  it	
  
•  Does	
  not	
  own	
  a	
  computer	
  so	
  uses	
  his	
  phone	
  as	
  his	
  primary	
  technology	
  
•  Regularly	
  does	
  his	
  homework	
  
•  Takes	
  notes	
  and	
  pays	
  aHen1on	
  in	
  class	
  
•  Typically	
  reviews	
  notes	
  before	
  a	
  test	
  as	
  a	
  way	
  to	
  prep	
  
•  Never	
  had	
  any	
  formal	
  study	
  prep	
  classes	
  
•  Has	
  parents	
  who	
  are	
  invested	
  in	
  him	
  doing	
  well	
  in	
  school	
  
Goals:	
  
•  Wants	
  to	
  keep	
  track	
  of	
  his	
  homework	
  assignments	
  on	
  his	
  phone	
  
•  Wants	
  to	
  do	
  well	
  in	
  class	
  and	
  get	
  good	
  grades	
  
Frustra:ons:	
  
•  Even	
  though	
  he	
  “studies”	
  he	
  s1ll	
  does	
  not	
  feel	
  like	
  he	
  gets	
  the	
  grade	
  he	
  thinks	
  he	
  deserves	
  
•  Does	
  not	
  know	
  how	
  to	
  get	
  a	
  beHer	
  grade	
  through	
  studying	
  
Occom	
  Group	
  Company	
  Confiden1al	
  ©	
  2013	
  	
  	
  All	
  rights	
  reserved.	
  	
  
Your turn…
Take 2 minutes to write 1 persona. Give them the
following:
Name
Age
Background (2-3 points)
Goals (why would they use this system)
Turn to someone else and share for 30 seconds
A mobile app that helps people book flights faster
Occom	
  Group	
  Company	
  Confiden1al	
  ©	
  2013	
  	
  	
  All	
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User narrative
A user narrative is a story about one of the
personas using and interacting the idea in the
world. Narratives are different then features, but
they can contain features.
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Raphi’s user narrative
Derek is in a math class and hears about a test in a
week. He opens the app, adds the test and can
see all the study steps he will need to complete to
do well on the test. He adds those steps to his
plan.
Occom	
  Group	
  Company	
  Confiden1al	
  ©	
  2013	
  	
  	
  All	
  rights	
  reserved.	
  	
  
Your turn…
Take 2 minutes to come up with a narrative for your
persona (make sure you give the background)
Turn to someone else and share for 30 seconds
A mobile app that helps people book flights faster
Occom	
  Group	
  Company	
  Confiden1al	
  ©	
  2013	
  	
  	
  All	
  rights	
  reserved.	
  	
  
Paper prototype
A hand drawn version of a user narrative that gives a
visual to the story.
Occom	
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Raphi’s paper prototype
Occom	
  Group	
  Company	
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  ©	
  2013	
  	
  	
  All	
  rights	
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Raphi’s paper prototype
Occom	
  Group	
  Company	
  Confiden1al	
  ©	
  2013	
  	
  	
  All	
  rights	
  reserved.	
  	
  
Your turn…
Take 4 minutes to draw a paper prototype using the
storyboard part of the paper.
Turn to someone else and share for 1 minute
A mobile app that helps people book flights faster
Occom	
  Group	
  Company	
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  ©	
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  rights	
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Levels of fidelity in prototyping
Low	
   Medium	
   High	
  
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Validation and documentation
•  Get the right level of fidelity in your prototype for
the project
•  Put in front of users
–  Ask if they match your personas
–  Validate problems
–  Watch them use it
•  Ask developers to do an iteration with you
•  Document as much as you need to
Occom	
  Group	
  Company	
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  ©	
  2013	
  	
  	
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  rights	
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Wrap up
•  Shared vision and understanding is critical
•  It is hard to test things in the real world
•  People need to learn with you to build that shared
understanding
•  Narratives are invaluable in communication
Occom	
  Group	
  Company	
  Confiden1al	
  ©	
  2013	
  	
  	
  All	
  rights	
  reserved.	
  	
  
Josh Wexler
Josh@occomgroup.com
OccomGroup.com

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Ideation Framework Harvard iLab sep 27

  • 1. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Joshua Wexler, Chief Executive Officer josh@occomgroup.com The Ideation Framework
  • 2. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     What we will cover •  2 big questions •  Outcomes of the framework •  The ideation framework (with exercises!) •  Takeaways
  • 3. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     2 Big Questions
  • 4. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     How do you communicate (a technical idea) to others?
  • 5. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Communication is difficult. Text is ambiguous.
  • 6. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Car Car
  • 7. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     How do you decide which ideas will be valuable? That’s it!
  • 8. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     How do you decide which ideas will be valuable? Usable Valuable Feasible
  • 9. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Collecting meaningful feedback is challenging
  • 10. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     With a new idea, people don’t always know what they want until …they see it. …they try it. …they experience it.
  • 11. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Tell me something. And I will forget. Show me something. And I can remember. Involve me. And I will understand. - Chinese Proverb “  
  • 12. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Car Car
  • 13. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     The Ideation Framework UNCERTAINTY CLARITY ENVISION Get the team speaking the same language through inspiration and design exercises. PROTOTYPE Collaboratively build initial solution as an on-device, interactive prototype. EVALUATE Get feedback on prototype from potential customers to validate assumptions.
  • 14. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Envisioning •  Problem statement •  Inspiration •  Idea expression •  Customer definition •  Personas (proto people) •  User narratives •  Paper prototypes
  • 15. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.    
  • 16. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Wouldn’t it be cool if… Students could improve their study habits with a mobile app?
  • 17. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Problem statement 1-2 sentences that describe an issue (need) for a target customer that we are going to solve
  • 18. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Raphi’s problem statement Too many students never complete high school not because they lack intelligence, but because they never gained the academic habits they needed
  • 19. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Your turn… Take 1 minute to write down your problem statement Turn to someone else and share for 30 seconds A mobile app that helps people book flights faster
  • 20. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Inspiration Inspiration is defined as other systems that attempt to solve our problem or inspire us with their design or functionality.
  • 21. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Inspiration Board
  • 22. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Your turn… Take 2 minutes to come up with a piece of inspiration and write down the following: Name What you like? What do you not like? What can you “borrow”? Turn to someone else and share for 30 seconds A mobile app that helps people book flights faster
  • 23. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Idea expression An idea expression is a short and succinct statement of your idea that everyone agrees to. A mobile app that helps people book flights faster
  • 24. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Customer definition Who are the groups of people that will be using your system? These are the primary customers (i.e., early adopters) and are the people who feel the pain of our problem the most.
  • 25. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Raphi’s customer definition Students in 6th to 12th grade who own smartphones.
  • 26. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Your turn… Take 1 minute to come up with at least 2 meaningful customer groups Turn to someone else and share the group you picked and why they would be good for 30 seconds A mobile app that helps people book flights faster
  • 27. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Personas Characters created to represent the different user types within your targeted demographic, attitude and/or behavior set that might use our solution.
  • 28. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Raphi’s persona Name:  Derek  Rodriguez   Age:  14   Demographic:  9th  grader  in  NYC   Background:   •  AHends  a  large  urban  high  school   •  Owns  a  smart  phone  and  loves  to  use  it   •  Does  not  own  a  computer  so  uses  his  phone  as  his  primary  technology   •  Regularly  does  his  homework   •  Takes  notes  and  pays  aHen1on  in  class   •  Typically  reviews  notes  before  a  test  as  a  way  to  prep   •  Never  had  any  formal  study  prep  classes   •  Has  parents  who  are  invested  in  him  doing  well  in  school   Goals:   •  Wants  to  keep  track  of  his  homework  assignments  on  his  phone   •  Wants  to  do  well  in  class  and  get  good  grades   Frustra:ons:   •  Even  though  he  “studies”  he  s1ll  does  not  feel  like  he  gets  the  grade  he  thinks  he  deserves   •  Does  not  know  how  to  get  a  beHer  grade  through  studying  
  • 29. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Your turn… Take 2 minutes to write 1 persona. Give them the following: Name Age Background (2-3 points) Goals (why would they use this system) Turn to someone else and share for 30 seconds A mobile app that helps people book flights faster
  • 30. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     User narrative A user narrative is a story about one of the personas using and interacting the idea in the world. Narratives are different then features, but they can contain features.
  • 31. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.    
  • 32. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Raphi’s user narrative Derek is in a math class and hears about a test in a week. He opens the app, adds the test and can see all the study steps he will need to complete to do well on the test. He adds those steps to his plan.
  • 33. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Your turn… Take 2 minutes to come up with a narrative for your persona (make sure you give the background) Turn to someone else and share for 30 seconds A mobile app that helps people book flights faster
  • 34. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Paper prototype A hand drawn version of a user narrative that gives a visual to the story.
  • 35. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Raphi’s paper prototype
  • 36. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Raphi’s paper prototype
  • 37. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Your turn… Take 4 minutes to draw a paper prototype using the storyboard part of the paper. Turn to someone else and share for 1 minute A mobile app that helps people book flights faster
  • 38. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Levels of fidelity in prototyping Low   Medium   High  
  • 39. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Validation and documentation •  Get the right level of fidelity in your prototype for the project •  Put in front of users –  Ask if they match your personas –  Validate problems –  Watch them use it •  Ask developers to do an iteration with you •  Document as much as you need to
  • 40. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Wrap up •  Shared vision and understanding is critical •  It is hard to test things in the real world •  People need to learn with you to build that shared understanding •  Narratives are invaluable in communication
  • 41. Occom  Group  Company  Confiden1al  ©  2013      All  rights  reserved.     Josh Wexler Josh@occomgroup.com OccomGroup.com