Slaesforce FAQ

how to run a successful design thinking workshop salesforce.com salesforce

by Alivia Krajcik Published 2 years ago Updated 1 year ago
image

How do I run a design thinking workshop?

A design thinking workshop should be run by a designer who understands the design thinking process. The facilitator should also have presentation skills and the ability to keep the group engaged throughout the workshop. The design thinking process is made up of activities that are done before the workshop and during the workshop.

How do I introduce the process of Design Thinking?

Some key points to include in your introduction are: Who you are (if you’re conducting a workshop with a client). The workshop objectives and the design challenge: e.g. To introduce the process of Design Thinking using a real-world design challenge: How might we improve the user experience for LoveFoundry customers?

How do I select the right design thinking steps and activities?

Selecting the right design thinking steps and activities gets easier with experience. In general, workshops open with divergent thinking activities (brainstorming) before switching to convergent ones (prioritizations). For details about the different steps and activities involved, see the Design Thinking process guide.

Should small companies hire Salesforce designers?

Small companies are typically lean and have to get creative with who fills the designer role, which can fall squarely on the Salesforce administrator’s shoulder. Small companies can contract out to a design firm if the project and budget warrant it.

image

How do you facilitate a design thinking workshop?

How to run a design thinking workshop: a step-by-step guideStep 1: Planning and preparation. ... Step 2: Introduction. ... Step 3: Kick off the meeting using an icebreaker. ... Step 4: Introduce design thinking. ... Step 5: Empathizing with the user. ... Step 6: Get more specific on the problem. ... Step 7: Come up with ideas and possible solutions.More items...

How do you run a design thinking workshop in virtually?

How do you run a virtual design thinking workshop?Find your why. ... Start with empathy. ... Assemble your dream team. ... Plan your agenda carefully. ... Prep your board in advance. ... Prep your team. ... Break the ice (ice, baby) ... Define the real problem.More items...•

How do I run a workshop design process?

How to create and structure a productive design workshopStart with an overview.Determine the goal.Decide who needs to come.List the tangible outcomes.Decide when and where it will be.Work backwards to make a plan.Detail the activities in each section.Use improv games to warm up.More items...•

How long does a design thinking workshop take?

1-2 daysMost workshops last 1-2 days. During this time, teams work through various activities that help model their users, define requirements and develop experiences. Common design thinking activities include user stories, user journey maps, sketching, storyboards and paper prototypes.

How do I run ideation workshop remotely?

8:4211:43Remote Ideation Workshop and Techniques - YouTubeYouTubeStart of suggested clipEnd of suggested clipOr what have you the tips that i have for a remote ideation workshop are that you keep the sessionsMoreOr what have you the tips that i have for a remote ideation workshop are that you keep the sessions short but frequent.

What is the recommended team size for a design thinking workshop?

Put all these together, and the right size for a brainstorming group usually winds up between two or three people on the low side and eight to ten people on the high side. The lower number works when participants are especially diverse and individually adept at multiple strategic thinking perspectives.

How do you run a successful workshop?

15 Practical Tips to Run a Great WorkshopStart with the end in mind. ... Start communicating clarity on the why, the how, and the what. ... Create a collaborative environment. ... Make it interactive. ... Run exercises in a structured way. ... If you want them to learn something… ... Manage the team's energy. ... Be in the moment.More items...•

What is the best approach for running an effective workshop?

Running a workshopIntroduction. a. ... Give clear instructions. a. ... Stick to the schedule. a. ... Move things along. a. ... Be responsive. a. ... Make a decision before you leave the room. A workshop will generate many ideas but your Decider needs to pick a course of action. ... Summary. ... Circulate the workshop summary.More items...

How do you plan a workshop checklist?

Workshop Leader ChecklistSet the goals and objectives of the workshop.Set the scope of the workshop program.Decide what participants will create/submit for the resource collection.Set the selection criteria for workshop participation.Write the application questions.More items...•

How do you start a design thinking project?

44:471:05:36Planning a design thinking project - YouTubeYouTubeStart of suggested clipEnd of suggested clipThey can do a lot of work. In in accessible amount of time you can have a team of eight people. AndMoreThey can do a lot of work. In in accessible amount of time you can have a team of eight people. And just procrastinating the the work so i would say keep it small and keep it efficient. And align.

Get in the right mindset

Workshops are not about you or your work on the project to date. If you're going into the workshop worried about whether the client will like what you are going to present, you're already in trouble.

Design the activities

Too many people design workshops around Powerpoint presentations. Ugh, no wonder they fail to inspire!

Embrace the unexpected

Too often people running workshops seek to control the conversation and input of the attendees. This is a bad goal to shoot for!

Plan plenty of reflection time

Reflective conversations are an essential and powerful part of every one of our workshops.

Make things

Ensure that your attendees bring their ideas to life through simple mockups and prototypes. We always have a prototyping session in our workshops. We spend spend time building ideas together.

Design the edges of the experience

There is the core of the workshop, but don't miss the opportunity to inspire, provoke or delight on the edges of the event.

Focus on what matters to create amazing workshops

Workshops are an opportunity to engage others in your project. Stop worrying about yourself and design a workshop that provides an amazing experience for the attendees.

Why do you need a design thinking workshop?

There are many reasons you might hold a Design Thinking workshop; perhaps you need ideas for a new product, or maybe you’re looking for ways to improve an existing one. It could be that you need to come up with a drastic strategy for regaining consumer trust after a PR disaster! If you’re running a workshop for a client, perhaps the main purpose is to teach them about Design Thinking and how it can be applied to their business. In this case, you can still solve a real-world problem based on their product and industry.

How long does a design thinking workshop last?

It can last two hours, two days, or even a full week —it all depends on the context and the goals at hand. Based on the five phases of Design Thinking, a Design Thinking workshop focuses on: Empathy: Getting to grips with a real user problem and building empathy for the target users / customers.

How to facilitate a workshop?

If you are new to the world of workshop facilitation, you can apply some Design Thinking principles to the process itself. Take a user-centered approach and ask your participants for feedback. A great way of gathering feedback is to send a “thank you for taking part!” email together with a survey link. You can also include any good photos you took of the workshop.

What is the goal of a LoveFoundry workshop?

The goal of the workshop might be to come up with ways to improve the user experience for LoveFoundry customers.

What is design thinking?

Design Thinking has become an extremely popular approach to problem-solving—not only among designers, but across all areas of business. A Design Thinking workshop will spark innovation, foster a user-centric mindset, and get cross-functional teams working together to design a great product.

Why do designers hold workshops?

As a designer, you might hold a Design Thinking workshop with your direct team in order to tackle a tough design challenge you’ve been struggling with. However, Design Thinking workshops aren’t just for designers; they are also increasingly used to teach professionals how to innovate and problem-solve.

Why is design thinking important?

As a designer, incorporating Design Thinking into your process will help you to quickly come up with viable, user-centric solutions—ultimately resulting in a quicker time-to-market, improved customer retention, significant cost savings, and a great ROI.

Who should run a design thinking workshop?

A design thinking workshop should be run by a designer who understands the design thinking process. The facilitator should also have presentation skills and the ability to keep the group engaged throughout the workshop.

What are the steps to design thinking?

Step 1: Planning and preparation. Before you can run a design thinking workshop, there are some things that need to be in place first, they include: Workshop objectives: This is a clear definition of the goals that the workshop should achieve.

What is a workshop agenda?

Workshop agenda: This is a plan of how and when the different activities are going to happen. Do not overschedule the workshop and be sure to include a lot of activities in your design thinking workshop agenda. Workshop materials: Ensure that all the necessary design thinking workshop materials such as paper, marker pens, sticky notes, whiteboards, ...

What materials are needed for a design thinking workshop?

Workshop materials: Ensure that all the necessary design thinking workshop materials such as paper, marker pens, sticky notes, whiteboards, and props are in place.

How long does a workshop last?

A workshop can last for a few hours long, a whole day, or even a week.

Why do designers run workshops?

Running a design thinking workshop is one of the best ways to spark creativity and nurture a user-centric mindset within your design team. As a designer, you will encounter situations where you need to run design thinking workshops either with your team, your clients, or other departments in your organization.

How to make a team loosen up before a workshop?

Use fun icebreaker activities to help your team loosen up before the workshop begins. This will make it easy for them to collaborate and share their ideas.

Introduction

In this new video series from Levvel, our industry experts discuss how to best run design thinking workshops. Over the coming weeks, new episodes will be released on the purpose, timing, and length of a workshop, who should attend one, what problems workshops help solve, and more.

Episode 1: Purpose, Timing, and Length of a Workshop

Amy Henty: The length of a workshop is typically around one to three days, depending on the objectives and size of a team. And there are breaks in a workshop. It’s never a full eight-hour day.

Episode 2: Who Should Host and Attend a Design Thinking Workshop?

Amy Henty: So who attends a workshop? Well, we need to pick the right people. We need a decider, and that’s the person who has the authority to make a final call. We also need two to three builders, and these are the people who execute the solution. Think engineers, designers, marketers.

Episode 3: Rules, Goals, and Outcomes

Amy Henty: So what are the rules of a workshop? I’d say they’re everyone participates, have one conversation at a time, withhold judgment of others’ ideas, and get up and draw. Everyone is capable of drawing, even if it’s just a rectangle. So get up and draw when in-person, and then when remote, you can draw on our virtual whiteboards.

How long does it take to run a design thinking workshop?

Given the complexity of opportunities, this step can be a significant challenge that requires anywhere 2 to 6 weeks — or longer, if any critical elements are missing or outdated (ex. user personas ).

What is a design thinking workshop?

A Design Thinking workshop is facilitated meeting where multi-disciplinary teams plan and prototype user-centered designs. Unlike lectures or presentations, Design Thinking workshops are used when teams want to arrive at a user-centered solution while working together.

How long does it take to complete a document step?

It serves as a rudder for cross functional teams working on complex projects, and takes 3 – 5 days to complete.

How long does a workshop last?

Most workshops last 1-2 days. During this time, teams work through various activities that help model their users, define requirements and develop experiences.

What is the primary objective of the Discover stage of the Design Thinking process?

Note that compiling the current landscape is the primary objective of the Discover stage of the Design Thinking process.

What is a facilitator in design thinking?

As the facilitator of a Design Thinking workshop, you are responsible for helping teams challenge assumptions, discover actionable insights, and arrive at innovative outcomes.

What are the steps of design thinking?

It follows three simple steps (Prepare, Facilitate, and Document ) and includes all the tools, templates and checklists you need to apply Design Thinking in today’s business environment.

Why do start ups use design thinking?

And start-ups now use it to disrupt their industries and achieve growth. As a problem-solving process, design thinking has several core principles that distinguish it from traditional, more linear approaches used in business. In traditional approaches, people define a problem, generate solution ideas, and seek to implement those—pretty ...

What Is Design Thinking?

Design thinking is a creative problem-solving process used to find novel solutions. In the past, it was used by city planners and architects to create urban spaces and buildings for people. In the 1980s it moved into the world of business and was used primarily for products designed by companies like Apple. Today, design thinking is used by the world’s leading companies to create not only product solutions, but also services, experiences, and business models.

Why is design thinking considered human centered?

Design thinking is often referred to as human-centered design, because designers always start their approach by looking at the people and their needs before considering feasibility and viability perspectives.

Why is design thinking important?

Design thinking helps increase confidence both in understanding the current state as well as providing new solutions that will address desirability, feasibility, and viability issues in the future. Design thinking may not be useful or necessary for simpler problems, or when people are fixated on a prescribed solution.

What is the design process?

The design process begins with establishing a deep empathy for, and understanding of, the end user. End users are the people who will be most impacted, or those who will use the eventual solution. For example, if you want to create a new medical device, the end users can include both healthcare providers—physicians—and their patients. You’d spend time in the field with physicians and patients, talking with them about their experiences, observing existing treatments and interactions along the patient journey. You do this in order to deeply understand what people are seeking to accomplish at various stages of that journey, and why those goals are important.

What companies have made significant investments over years to hire designers and build design capabilities within their organizations?

Companies like IBM and SAP have made significant investments over years to hire designers and build design capabilities within their organizations. Or they have acquired design firms. And start-ups now use it to disrupt their industries and achieve growth.

What is the core principle of design?

Once a design team has new solution ideas to work with , another core principle is the rapid iteration of solution ideas while closely involving users. Rather than investing time and effort in drafting a comprehensive implementation plan to be executed, start small with rough prototypes of the solution and immediately engage users to get fast feedback. Evolve the solution in a collaborative manner. These experiments occur rapidly and eventually grow to test for feasibility and viability until a pilot phase.

Using a design thinking approach when designing analytics apps taps into all the rich insights your data has to offer and presents them in a way that your users can readily view, understand, and take action on

Creating a great analytics experience can be a daunting task. For many, the word “analytics” brings to mind dashboards with dense grids of charts stemming from innumerable spreadsheets — information overload.

Our design guiding principles

Before you begin your design journey, you need to define your guiding principles. What principles will guide you in the process of designing your apps and also serve as a rubric when you evaluate your app with your users?

Our design process for analytics apps

Once you have your design principles, you can follow an iterative, three-step design process to build out your apps.

Your friendly experts

Meet the instructors of our virtual workshops and setup tutorial videos.

Learn more than the essentials

Discover the Salesforce Essentials Community, a place to help you sell, service, market — and grow your business.

What is core design team?

Core Design Team for a Small Company or Project. Small companies are typically lean and have to get creative with who fills the designer role, which can fall squarely on the Salesforce administrator’s shoulder. Small companies can contract out to a design firm if the project and budget warrant it.

How many people are responsible for designing a project?

The responsibilities of design can fall to several people, depending on the project. It can also vary based on the company size. Depending on where you are in this mix, there are some additional things to think about.

What is the design module?

This module is designed to give you an overview of the design process and a way to help you build core design skills. As with any valuable skillset, there are many more topics to explore within app design and prototyping, and nuanced skills you can learn to continuously get better.

Why does Linda feel like she has led them with confidence every step of the way?

Her manager and the sales team feel like Linda has led them with confidence every step of the way, because she has. The entire design feels good and ready for production. Alignment and buy-in have been achieved.

Can Salesforce contract out for a researcher?

Alternatively, the company may contract out for a researcher and designer. In this case, the Salesforce administrator and designer will take more of the role of advocate for their users.

Can a small company contract out to a design firm?

Small companies can contract out to a design firm if the project and budget warrant it. That said, even in situations where there is a contracted designer, the Salesforce administrator may still bear significant responsibility during the design process, being the resident platform expert and key advocate for users.

Can Salesforce administrator be design lead?

However, the design responsibilities will still be shared among a select few. The Salesforce administrator or developer may serve as the design lead, or they can both share the responsibility. The Salesforce developer in particular can also serve as a source of knowledge when it comes to the technical limitations of the platform, ...

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9