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Collaborate to innovate
                                               Putting co-design to work at Vodafone




                                          Co-design for practitioners




(flip for “Co-design for strategists”)



                                                                                       1
Contents   4

               6
                    Co-design Sprints: Our experience with co-design

                    Introduction

               8    Selecting a co-design organisational model

               12   Designing with non-designers

               14   Organising co-design teams

               16   Leveraging online collaboration opportunities

               20   Managing co-design teams

               24   Keeping co-design teams engaged

               28   Finding the co-design ‘sweet spot’

               32   Conclusion

               34   Our process: a visual journey

               43   Hints for getting the most out of co-design

               44   Acknowledgements




2                                                                      3
Co-design Sprints:   We took 4 themes from idea seed stage to prototype
                         in 16 hours of co-design. On the way, we co-designed
      Our experience     and subsequently had to discard over 100 idea seeds,
                         of which at least 30 would have benefitted form
       with co-design    further assessment and development.


                         When managed and organised correctly, the co-
                         design process can demonstrably deliver massive
                         innovation opportunities driven by customer’s needs,
                         desires and values.


                         One of these opportunities is evidenced at the end
                         of this section.




4                                                                               5
Introduction                                               This exploration was supported by additional
                                                               discussion with the Lego Group. They agreed to share
                                                               the benefits of the experience they have gained whilst
                                                               pioneering co-design in their own product development
                                                               process. This helped us validate our own findings and
    Vodafone’s Progressive Design Team wanted to               gather additional insights.
    explore the potential that co-design had to support the
    delivery of innovation around the concept definition       In common with Lego’s experiences, we found that
    stage. The Progressive Design team invited a team of       small, consolidated teams, the principles of self-
    London based progressive collaborators to work with        organisation, tight project boundaries, schedules,
    them in the definition and design of a suite of services   constraints and clear objectives are all beneficial to the
    based around the theme of ‘Micro-futures’. ‘Micro-         co-design process. We found that providing individuals
    futures’ is the umbrella term for a series of concept      with simple to follow, but accurate guidance on factors
    seeds that emerged from an internal programme of           such as feasibility, technology, business objectives,
    ideation focussed on services for 2012. The aim of         brand etc., provided the necessary constraint to allow
    this practical co-design initiative was to help Vodafone   effective design to take place; without constraints
    identify through practice:                                 there is no design. We found that as each party brings
                                                               their own skills to the table, it is important to identify
    •	   The potential of co-design to deliver value to        these specific skills to ensure that co-design yields the
         Vodafone                                              greatest benefit.


    •	   The ‘sweet spots’ in the design and definition        In this section, we share our experiences of co-design
         process where co-design could deliver the             and the supporting insights we have gained from our
         maximum benefit to Vodafone                           conversations with thought leaders at Lego.


    •	   Operational lessons that we could employ in future    The information provided here are not intended to
         co-design initiatives                                 be prescriptive, but offered as practical hints to help
                                                               ‘would be’ practitioners get the most from co-design.
    •	   How to co-design as sprints, in line with the
         move to adopt more agile methodologies within         We have found inspiration and insight in several
         Vodafone Internet Services                            sources which we have used to inform the strategic
                                                               theory and practical work reported in this document.


                                                               These are acknowledged in the acknowledgements
                                                               sections of this book




6                                                                                                                           7
Selecting a co-design organisational model   The methods for organising co-design vary. In The key motivator for me getting
                                                                                           involved was the communication,
                                                                                           obviously Vodafone has a reputation

                                                 general, your objectives and desired outcomes
                                                                                           for being a communicative

                                                                                                                         ”
                                                                                           enterprise; that’s what they do.


                                                 will define the most appropriate“method for your
                                                 particular project.


                                                 There are two central axes that define types of
                                                 co-design:
                                                 •	 Openness:	Can	anyone	join	in	or	are	there	
                                                    selection criteria?
                                                 •	 Ownership:	Is	the	outcome	owned	by	just	the	
                                                    initiator or by the contributors as well?
     OPEN-NESS




                                                 These two dimensions differentiate the four main
                                                 types of co-design. As we shall see, different
                                                 organisational models map closely to the
                                                 co-design continuum as described in ‘co-design
                                                 for strategists’.
                          OWNERSHIP




8                                                                                                                                 9
Co-design organisational models*
                                                                                                                                                                                                                                                                                                           “




       Club of experts model                                             The crowd model                                                          Coalition of parties                                                        Community of kindred spirits
       The ‘‘Club of Experts” style of co-design is best suited          The crowd model, or “crowdsourcing”, exercises                           In certain situations, a coalition of parties can team                      The “Community” model is most relevant when
       to specific, time-pressured challenges that demand                the latent power of the crowd and allows anyone to                       up to share ideas. Each of the parties brings a specific                    developing something for the greater good. Groups
       expertise and breakthrough ideas. Contributors meet               contribute. It recognises that for any given challenge,                  asset, knowledge or skill to the group. Technical                           of people with similar interests and goals can come
       certain specific participation criteria and are generally         there may be a person ‘out there’ with a brilliant idea                  breakthroughs and the realisation of standards                              together and create. This model (so far) works mostly
       found through an active selection process. Quality of             that deserves considering. Using online platforms,                       often happen only when multiple parties collaborate;                        in software development and social innovation
       input and chemistry between participants are the key              people can propose initiatives and rate and respond to                   however, the engagement could be as brief as one                            initiatives, (a good example of this is provided by the
       to success. Motivated, innovative thinkers are the most           each other’s suggestions. There is often a marketing                     day. This approach is currently being explored                              KashKlash forum www.kashklash.net/about) and it
       effective collaborators in this model. It is important            and seeding component/objective attached to the                          by Vodafone User Experience Team with other                                 leverages the potential force of a large group of people
       to manage these teams and be open with them. Lego                 process. Crowdsourcing often takes longer than more                      organisations working at the social software edge or                        with complementary areas of expertise. The Vodafone
       used this approach as the preferred organisational                managed approaches; however, the costs of entry are                      where significant common ground and synergies are                           User Experience Team is exploring this approach
       model to achieve their objectives. This is the model we           low for all, the prize can be great and the organisation                 found. Key success factors include sharing knowledge,                       through their Code EcoMo09 Dev Camp initiative, in
       used in the project reported here.                                (or initiator) can cherry-pick from contributions.                       creating common competitive advantage, clarifying                           conjunction with Betavine. This is a 24-hour dev camp
                                                                         Cuusoo is a great example of an enterprise that                          objectives, managing expectations, building an                              coding competition that will let developers put their
                                                                         exercises this model of collaboration on behalf of                       atmosphere of trust and the appropriate                                     “green” coding skills to the test in creating prototype
                                                                         other organisations.                                                     management of IP.                                                           mobile software tools designed to help people reduce
                                                                                                                                                                                                                              their impact on the environment.
                                                                                                                                                                                                                              (http://www.betavine.net/bvportal/community/sustainability)


                                                                                                                                                  *Derived from, and extending work described in the Fronteer Strategy document referenced elsewhere in the ‘Strategists’ Acknowledgements section.


10                                                                                                                                                                                                                                                                                                    11
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                                                                                                                                                                                                                                                                                                      N
Designing with
                                                                non-designers

                                                                Choosing to work with a progressive team               Support the skills gaps. We were confronted by
                                                                of collaborators means working with bright             the fact that structured design thinking and visual
                                                                and connected individuals who are able to              communication are skills often taken for granted by
                                                                think openly and spot opportunities. This              designers. At the same time, we realised that these
                                                                group is not a conventional set of creatives,          are the very skills our customers do not have, so
                                                                nor is it representative of our customer               we decided to equip each collaboration team with
                                                                base, yet it offers a unique perspective               a trained visual communicator. This worked well,
                                                                that is invaluable. Connecting the right               enabling higher quality deliverables and better
                                                                individuals to the challenge at hand,                  communication between teams.
                                                                bringing these talents together in the right
                                                                way and enabling creative processes are all            Encourage a visual approach. We initially designed
                                                                vital routes to successful co-design.                  sessions that were based on discussion and debate.
                                                                                                                       Communication was verbal and ideas were largely
                                                                                                                       represented by text and system like diagrams.
                                                                What we learned:                                       This, however, favoured those who were better
                                                                                                                       able to articulate their thinking and tended to stilt
                                                                Understand competencies and allocate tasks             the overall flow and energy of the session. We
                                                                appropriately. We found that we easily slipped into    reformatted sessions, making the primary medium of
                                                                making unrealistic assumptions about what our          communication visual rather than verbal by using tasks
                                                                progressive customers could bring to co-design         that encouraged visual representation (personas, ideas
                                                                sessions. We relearned that our customers are not      as pictures and products/services as storyboards).
                                                                (necessarily) design professionals and that what       Not only did this allow us to draw the most from our
                                                                they bring of value is their inherent customer-ness,   collaborators, but it also created a more accessible
     Understand competencies and allocate tasks appropriately   realising that this was something we wanted to keep    working environment and effective stimulus for
                                                                and encourage.                                         communication.
     Support the skills gaps

     Encourage a visual approach



12                                                                                                                                                                              13
Organising                                                are the most productive. Generally, groups become
                                                                                                                     unmanageable when they exceed the threshold of


                                                           co-design                                                 16. It should be noted that Lego’s teams were almost
                                                                                                                     exclusively composed of customers.


                                                           teams                                                     Find the balance between numbers and group
                                                                                                                     dynamics. We found that teams of four generally
                                                                                                                     worked well. However, we were concerned that
                                                           The most effective co-design sessions                     after some time together, some collaborators were
                                                           happen when the right collaborators are                   becoming overly comfortable with each other, reducing
                                                           placed in the right teams. Forming the right              the overall ‘energy’ of the group. We subsequently
                                                           co-design teams ensures a dynamic flow                    reduced teams to two (a pair of collaborators), which
                                                           of ideas and makes the process easier to                  successfully addressed this issue. However, as a
                                                           manage. For longer projects, the challenge                consequence, we found that there was an associated
                                                           of finding the correct balance between                    risk if the collaborators didn’t ‘click’ (e.g., they didn’t
                                                           a consolidated team, whilst maintaining                   get on well as a team); their productivity and the quality
                                                           the ‘buzz’ of a fresh team, relies on smart               of their output diminished.
                                                           engineering of those teams and the co-
                                                           design process. We explored online and co-                Ensure team consolidation. Throughout the studies,
                                                           located team options and found that online                we maintained a core consolidated team but allowed
                                                           collaborators can successfully work as                    around 20% churn of collaborators in each workshop.
                                                           remote groups or part of a co-located team                This approach is supported by Lego’s findings that
                                                           as long as they have rich, multi-channel                  consolidated teams are most effective when striving
                                                           methods of communicating amongst their                    to achieve specific outcomes over the course of a
                                                           team.                                                     project. We noticed a marked development of skill,
                                                                                                                     understanding and team spirit over the period.
                                                           What we learned:                                          However, we also noticed that ‘buzz’ started to ebb
                                                                                                                     towards the end of the workshop series as individuals
                                                           Find the right group size. We maintained a stable         found their comfort zones. Maintaining consolidated
                                                           working group size of around 16 collaborators,            teams, with a limited turnover of collaborators within
                                                           divided into four groups of four. In each session, four   those teams, allows the best synergy and ensures that
     Find the right group size                             of the participants were remote workers, sometimes        the teams focus on achieving specific outcomes.
                                                           working as a remote collective or sometimes within
     Find the balance between numbers and group dynamics   a co-located team. The ratio of external to internal
                                                           collaborators was always around 1:1. Our experiences
     Ensure team consolidation                             with this group size are supported by Lego’s best
                                                           practice findings that suggests groups of around 12-15                         “‘   Its exciting that brands want to hear from
                                                                                                                                           their customer and its exciting that that’s us!”




14                                                                                                                                                                                            15
Leveraging online
                                                             collaboration
                                                             opportunities

                                                             The project offered an opportunity            What we learned:
                                                             to understand the possible effect of
                                                             remote, online collaboration on the co-       Make sure co-located teams ‘adopt’ remote members.
                                                             design process. Throughout the study we       When working ‘within’ the co-located teams, the
                                                             maintained an online team of four members     remote participants actively contributed to productivity
                                                             working with the same tasks and challenges    as long as they felt included. This required at least
                                                             as the co-located team. Although we always    one member of the co-located team to ‘adopt’ a
                                                             had four remote collaborators, we varied      remote member (e.g., ensured their web cam could
                                                             the way these members worked with the         see and hear visual stimulus materials or people
                                                             co-located team. Initially, we allocated an   talking/presenting, etc). Interestingly, the ‘adoption’
                                                             online team member to each co-located         relationship manifested itself in the session as the
                                                             group. Then, we formed the remote             adopter walked around holding the laptop displaying
                                                             members into a coherent team to tackle        the ‘head’ of the adoptee, pointing it and the laptop
                                                             the same brief as the co-located teams. We    web cam towards visual/auditory stimuli.
                                                             observed several interesting socio-dynamic
                                                             outcomes as a consequence of these            Provide sufficient ‘presence’ tools. Working within
                                                             manipulations.                                co-located teams required the remote member to have
                                                                                                           sufficient natural presence to insist their opinions were
                                                                                                           heard. They were given sufficient ‘presence’ tools,
                                                                                                           e.g., a ‘voice’ to communicate with sufficient volume to

                                                         “
                                                         ‘  The key motivator for me getting involved
                                                         was the communication, obviously Vodafone
                                                         has a reputation for being a communicative
                                                                                                           interrupt conversations and a two-way web cam link.


                                                         enterprise; that’s what they do”

     Make sure co-located teams ‘adopt’ remote members

     Provide adequate presence tools



16                                                                                                                                                                     17
Understand the best medium for communication.                It is important to bear in mind that the ability of remote
                                                    It was initially decided that the remote team would          members to actively contribute to sessions also
                                                    communicate verbally, through a facilitator nominated        varies according to the capability of their personal
                                                    as their communicator. We found that this led to some        technology solutions. Our remote participants were
                                                    frustration from the remote team as the competitive          distributed throughout Europe and bandwidth and
                                                    nature of the sessions made it important for the teams       service levels varied, and we discovered that in a
                                                    to communicate their thinking effectively, passionately      remote distributed team, progress was dependent
                                                    and persuasively; something that the ‘disinterested’         upon the speed of the technologically weakest
                                                    communicator didn’t bring. In time, we found it useful       member.
                                                    (and necessary) for the facilitator to be dedicated to
                                                    the team (in the same role as the adopter considered         Ensure ‘flat’ and inclusive working style. Within a
                                                    before) to help explain tasks, access visual material        single remote team, we noted that a dominant and
                                                    and take the role of visual communicator – whilst            directive team member adopted the role of driving
                                                    letting the remote team present their ideas themselves.      and organizing the rest of the remote team. This had
                                                    The online group was afforded some advantage by              a counterproductive effect, as other team members
                                                    the fact that their conversations could be reviewed by       contributed and communicated less and less as the
                                                    themselves and this certainly helped the facilitation        session continued. We chose to intervene to resolve
                                                    role.                                                        this and instructed the team to use IM text instead of
                                                                                                                 voice communication. This intervention effectively
                                                    Understand the role of technology. We noted that             changed the dynamic; ‘flattening’ communication to
                                                    the richer the technologies, the more effectively the        allow for a more egalitarian, inclusive and efficient
                                                    participants were able to communicate their ideas (as        dialogue to emerge. Members could no longer use
                                                    long as the technologies worked reliably and close           verbal inflections, tone, volume and interruptions
                                                    to real time). At its most technologically mature, our       to dominate. As in co-located teams, it is important
                                                    remote team used a powerful set of tools comprising          that no one person drives a team to the detriment of
                                                    a shared online digital whiteboard (Twiddla), Skype,         others, and all members are given the opportunity to
                                                    an IM application and web cams. However, due to              contribute.
                                                    bandwidth issues this combination tended to slow
                                                    down the process. Furthermore, these tools were


                                                                                                                                     “
                                                    difficult to set up and recover when they failed. In later                        ‘  The fact we know its Vodafone, its not for
                                                    sessions, we chose to drop the whiteboard to alleviate                            some evil corporate company who we don’t
     Understand the best medium for communication   bandwidth problems.                                                               know who it is, they wont go off and ruin the
                                                                                                                                      whole world or anything”

     Understand the role of technology

     Ensure ‘flat’ and inclusive working style



18                                                                                                                                                                                    19
Managing                                        What we learned:



                                                      co-design                                       Decide on a suitable session duration. We decided at
                                                                                                      the outset of the project that we would run four seed
                                                                                                      ideas each through a four-hour session. We wanted
                                                                                                      to see whether we could create ‘incubators’ in which
                                                                                                      concepts could be ‘hot-housed’ to a useful level of
                                                      We found that providing a clear structure       description - this being one that a professional design
                                                      to the sessions and setting the parameters      team could take away and work with to create service
                                                      and rules allowed creativity whilst             and product prototypes. In selecting the time frame
                                                      maintaining focus on a specific objective.      we needed to take into account factors such as the
                                                      We achieved this by treating the team as        resources that would be required, people’s ability to
                                                      a ‘project team’ that needed planning,          understand and execute tasks and communicate their
                                                      support and reporting throughout that           work, facilitation overheads and maintaining the right
                                                      needed appropriate resources and                level of energy throughout.
                                                      information, understood the real project
                                                      objectives and the business and technology      In essence we created co-design sprints that took
                                                      constraints they were working within.           ideas, worked them up, evaluated them and iterated
                                                      Thinking about the details is as important as   them over an accelerated time frame. The search
                                                      the macro structure of the workshop, and        for the best concepts, or at least those that most
                                                      understanding how to reward contributors        closely met the task objectives and the elimination of
                                                      fairly for their efforts and choosing           the weakest was a consistent theme throughout the
                                                      appropriate levels of control over IP (or       sessions.
                                                      otherwise) is critical. People perform best
                                                      when they know what is expected of them         Find the right facilitation style. We initially allocated a
                                                      and when they feel part of the process.         facilitator to each team in the group but soon realised
                                                      Therefore, it is important to ensure we give    that this encouraged team members to sit back and
                                                      clear directions and maintain a level playing   let the facilitator do the work. The facilitator’s role
                                                      field between all collaborators.                also seemed to drive the solutions, making the team
                                                                                                      members less accountable for the session outcome.
                                                                                                      In subsequent sessions, we removed facilitators from
                                                                                                      the teams, and encouraged the teams to self-organise
                                                                                                      around clear objectives with precise time boundaries.
     Decide on a suitable session duration
                                             “
                                             ‘    For me the motivation was the challenge.
                                             I felt I couldn’t come up with answers, but
                                                                                                      The facilitators then took a central role more akin to
                                                                                                      roaming project managers.
     Find the right facilitation style       working alongside others we did, and I came
                                             out thinking “that’s brilliant! I can’t believe I
                                             thought of that””




20                                                                                                                                                                  21
Adopt these ground rules and make sure they are          Be clear about IP. We maintained tight control over
                                            clearly understood                                       IP, not attempting to share ownership, instead
                                                                                                     participants under one-way NDA’s. Lego, for example,
                                            •	 Impose	tight	and	clearly	defined	(and	enforced)	      have never let go of their IP, and their collaborators
                                               schedules                                             have accepted this, possibly due to the iconic nature of
                                                                                                     their product and the loyalty of their 1%ers.
                                            •	 Explain	why	help	is	needed	and	set	clear	objectives
                                                                                                     We do think, however, that there may be other IP
                                            •	 Make	sure	reporting	is	regular	and	public             models that may be of value to us; this is considered
                                                                                                     more fully in the Vodafone document Co-Design State
                                            •	 Constrain	the	focus	of 	tasks	to	ensure	relevance     of Play 2009.


                                            •	 Keep	tasks	fresh	and	simple,	and	set	tangible	        Provide a way to reward contribution. Remote and
                                               objectives (not just the session)                     co-located collaborators were rewarded for their
                                                                                                     attendance at each workshop. We also recognised
                                            •	 Communicate	clearly	when	divergence	or	               that offering involvement in other initiatives or giving
                                               convergence on solutions is needed                    recognition for contributing can be another valuable
                                                                                                     way of ‘giving back’.
                                            •	 Insist	that	teams	communicate	their	ideas	
                                               persuasively and competently to the group             We do think, however, that using a more sophisticated
                                                                                                     incentive scheme tying in outcome or service success
                                            •	 Articulate	the	business	objective                     to reward could be usefully explored in the future; this
                                                                                                     is considered more fully in the Vodafone document Co-
                                            •	 Introduced	the	brand                                  Design State of Play 2009.


                                            •	 Provide	defined,	constrained	personas	




                                                                                                                           “‘   It makes you feel like you’re making a
                                                                                                                            difference, but also makes you feel good that
                                                                                                                            brands are actually wanting to listen to their

     Be clear about IP                                                                                                      customers rather than trying to think what
                                                                                                                            they might like”

     Provide a way to reward contribution



22                                                                                                                                                                           23
Keeping
                                               co-design
                                               teams engaged

                                               Having the right people, in the right teams                            What we learned:
                                               and with the right structure does not
                                               guarantee success. Teams often need a                                  Use the brand to focus the session. We decided
                                               catalyst to inspire creativity and maintain                            to introduce the Vodafone Brand as a design
                                               motivation, encouraging closer engagement                              consideration in the third workshop. Insights from an
                                               between collaborators and the task at                                  earlier project showed that (at worst) this was likely to
                                               hand. Tactics such as uncovering the                                   have a marginal effect, although we hoped for a more
                                               brand, introducing elements of friendly                                positive outcome. In fact, we found that introducing
                                               competition and developing realistic                                   the Vodafone Brand had a very positive impact and
                                               personas add a sense of purpose, energy                                our collaborators reported becoming more motivated
                                               and flow to the sessions that are necessary                            upon its introduction. The presence of the brand made
                                               for an effective outcom                                                the task feel real and valuable for our collaborators,
                                                                                                                      adding energy and focus. The process no longer felt
                                                                                                                      like an academic exercise; it became apparent that the
                                                                                                                      designs may actually be built.



                                          “
                                          ‘  It makes you feel that your opinion really
                                          does matter, you’re not just a fish in the pond”




                                                                    “‘    There’s something cool about knowing
                                                                     its for Vodafone; they’re like, wow, Vodafone,
                                                                     it’s a really big cool corporate brand”


     Use the brand to focus the session



24                                                                                                                                                                                25
We concluded that our collaborators could design           An X-factor style ‘reveal’ of the winners introduced
     with the brand in mind and for the brand, making           positive tension into the workshop that resulted in each
     judgments as to whether their concepts fitted with         session ending on a ‘high’. Collaborators reported
     their perception of Vodafone’s brand values. This          that the competition element of the process was very
     was very valuable and enhanced the quality and             positive. We found it very important that ‘success’
     appropriateness of the solutions.                          criteria, or the ‘rules of judging’ were clearly defined
                                                                throughout.
     Provide collaborators with the same resources
     you’d expect to do the job. After our first co-design      Exploit the value of pre-work. We found that moving
     session we realised that our collaborators had not         ideation online as a pre-work activity meant that we
     truly emotionally engaged with the product definition;     could set the parameters for the ideation activity and
     the process had seemed like more of an intellectual        then use a subset of the material generated online
     exercise. On reflection, we realised that we had not       in the sessions. Before each session, we asked
     provided personas for the services, implicitly expecting   collaborators to ideate from a specific service seed
     customers to design for themselves. Providing a            idea and then populate an online shared blog with very
     persona creation exercise proved effective in building     concise visual and textual material to illustrate their
     emotional engagement and focus for the design              ideas. This allowed greater focus and prevented off-
     activity.                                                  topic ‘wild goose chases’ developing in the sessions.


     Introduce a healthy competitive spirit. We introduced
     explicit competition between the teams in the second
     and subsequent workshops. We used a ‘blind’, peer
     voting schema to ensure that tactical voting couldn’t
     be undertaken. Ties were resolved by the facilitation
     team’s casting vote. This was very effective in raising
                                                                                    “
                                                                                    ‘   I was so amazed by the level of detail
                                                                                    and the incredible variety of ideas, the real
                                                                                    creative thinking and total outside of the box
     energy and focus during the session. The small prizes                          stuff – on each task the range of ideas was
     that were awarded to the winning team (Amazon                                  really broad”
     vouchers) added only a slight edge, as the participants
     readily engaged with (and enjoyed) the spirit of
     competition.
                                                                                                                                     Provide collaborators with the same resources
                                                                                                                                     you’d expect to do the job.

                                                                                                                                     Introduce a healthy competitive spirit

                                                                                                                                     Exploit the value of pre-work.



26                                                                                                                                                                                   27
Finding the
     co-design
     ‘sweet spot’



     We were interested in establishing whether certain        We simply defined the design process phases of
     design process activities lent themselves more readily    interest to us as being the activities usually undertaken
     to co-design than others. We had made the decision        during concept development:
     that the phases we were interested in examining
     ranged from ideation to communication of a design         •	 Ideation
     (e.g., storyboard). Throughout the sessions, we moved
                                                               •	 Ideation	selection
     ‘our’ window on the design process in order to identify
     the ‘sweet spot’ for co-design.                           •	 Persona	development

     In this project we were unable to address whether         •	 Concept	formulation
     detailed downstream activities such as functional or
                                                               •	 Concept	development
     visual design, (usually the preserve of information
     architects and visual designers) could be effectively     •	 Concept	selection
     co-designed, instead allocating these tasks to a team
     of professional designers who worked with the session     •	 Concept	visualisation
     output to create prototypes.
                                                               •	 Concept	communication	(as	storyboard	of 	actor(s)	
                                                                  interacting with a service




28                                                                                                                         29
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                             WORKSHOP 1
                                                                                               Text converted to outlines outlines
                                                                                                       Text converted to outlines
                                                                                                        Text converted to
                                                                                                          WORKSHOP 2                                                                                            WORKSHOP 3                                                             WORKSHOP 4




     What we learned:


     Shift ideation online. We found that this was best                wild and unrealistic. We found it helpful to ask the                                                           Allow the team to moderate concept selection. We                           Support communication with expertise. During
     managed online as ‘blogged’ pre-work. This afforded               teams to create a ‘dark secret’ for their personas as a                                                        found that it was useful for the team to make concept                      concept visualisation and selection we found that
     us greater control over the breadth and nature of                 way of managing and containing the more amusing and                                                            selections at different stages in the process in different                 the communication of ideas was most effective when
     the topics that were addressed before collaborators               deviant, but ultimately unproductive suggestions that                                                          ways. For example, we allowed individual teams                             teams had a visual design professional embedded
     entered the co-design session.                                    could emerge during persona creation.                                                                          to decide which of their concepts they would take                          in the team. Without this, team members struggled
                                                                                                                                                                                      forward and at the end of the sessions we introduced a                     to formulate and communicate their ideas with the
     Ideate in advance. We also found that ideation                    Develop concepts with constraints. Working up brief                                                            blind voting system so that the group could collectively                   precision, clarity or level of granularity that was
     selection and filtering could usefully take place                 concept descriptions (concept formulation stage)                                                               vote for the overall winning concept. Both of these                        required.
     before the workshop. However, we established that                 from the raw ideas was effective when time for this                                                            strategies were effective, raising energy levels and
     collaborators could also accomplish further selection             activity was constrained, clear objectives were set and                                                        generating focus. We found it very important that the
     as an initial exercise in the workshop.                           solutions had to be presented to the group. Personas,                                                          evaluation criteria were explicit.
                                                                       awareness of the brand and other constraints (e.g.,
     Develop focused personas. It became clear that it was             platforms, customer propositions) were all helpful to
     important to provide a fairly constrained and directive           the collaborators at this point.
     persona framework for our collaborators; we found that                                                                                                                           We shifted the focus of each workshop further towards concept visualisation
     too much freedom allowed the personas to become
                                                                                                                                                                                      and communication. We found that the further towards this end we shifted the
                                                                                                                                                                                      better the output.



30                                                                                                                                                                                                                                                                                                                                 31
Co-design, as focused collaboration with consumers,
     Conclusion   has the potential to support Vodafone’s current
                  product and service development process.

                  If we are to put co-design to work in our
                  business, we must be clear about what we want
                  to achieve, what can be realistically achieved
                  and ensure that our customer collaborators are
                  engaged as equals throughout the process.

                  The co-design sessions must be tailored skillfully
                  to ensure that the culture, organisation, teams
                  and tasks are such that all collaborators are
                  encouraged to be incredibly creative, productive
                  and energised, yet within a framework that
                  focuses the output to ensure the greatest value
                  for the business.




32                                                                      33
Each of the four seed ideas was used as the basis
     for a four hour ‘co-design sprint’. Final output from
     the workshops was then refined and developed
     by professional designers. The finalised service
     and product propositions were then visualised
     as animated stories. The following pages visually
     capture this process.                                                                          Selecting ideas for further
                                                                                                    development


     Full details of the final output of the co-design
     process is given at www.microfutures.com
                                                             Initial ideation in teams and online




34                                                                                                                                35
Developing personas for services
     for added realism




                                                                                                       Working as a group to select the
                                                                                                       best possible propositions




                                        Working online and in teams to
                                        formulate concepts


                                                                         Working in teams to develop
                                                                         concepts




36                                                                                                                                        37
Presenting ideas to the whole group
                                        added realism to the sessions         From co-design to pro-design




     Participants used templates to
     describe their service scenarios




                                                                                                             We worked alongside professional
                                                                                                             designers to refine concepts and
                                                                                                             visualise final solutions.
                                                                                                             Film trailers and Flash animations
                                                                                                             were produced, examples of which
                                                                                                             can be seen overleaf.




38                                                                                                                                                39
40   41
We would like to leave you with some hints for getting the most
     out of the co-design process; this concerns the approach not the
     methodology and we have taken the inspiration from the from the
     Open Sauce document acknowledged elsewhere in this book.

     •	   Be	open	to	letting	the	customer	take	the	lead.	      •	   Speak	to	your	customers	authentically	in	their	
          When they do, support this and join in, don’t             own vernacular. Otherwise, you will alienate them
          block their initiatives.                                  irrespective of what you are saying.

     •	   Don’t	expect	customers	to	be	interested	or	          •	   Making	mistakes	is	human,	admitting	them	makes	
          impressed by passive advertising anymore.                 you seem more human and you’ll be forgiven.
          Instead, give them something useful (branded
          utility).                                            •	   Co-design	is	about	people,	not	technology.	If 	you	
                                                                    want people to get involved, then make it easy for
     •	   If 	you	want	your	customers’	help,	then	                  them to do so.
          communicate clearly - vagueness doesn’t
          encourage engagement.                                •	   Try	not	to	hide	the	messy	reality	of 	day-to-	day	
                                                                    working. Behind the scenes views are far more
     •	   The	best	way	to	get	your	customers’	attention	is	         engaging to collaborators than polished corporate
          by giving them a platform that will help them look        productions and can build trust.
          good.
                                                               •	   Treat	your	customers	to	some	‘inside	info’	and	
     •	   Make	your	offer	fun.	People	like	to	congregate	           make them feel special.
          around objects, play with them and create their
          own meaning.                                         •	   Prepare	to	be	changed	by	the	experience	of 	co-
                                                                    design; where and when this happens, let it show.
     •	   Be	savvy	about	what	you	are	doing.	Don’t	act	out	
          of character or expect excitement because of who     •	   Try	and	link	the	people	in	your	company	to	your	
          you are or what you do; instead, understand your          customers – make it human and make it personal.
          customer and the way they relate to you and lead
                                                               •	   Listen	carefully	to	the	small	minority	(the	1%ers)	
          with that.
                                                                    of your customers who appear passionately
     •	   Whatever	you	are	asking	your	customers	to	do,	            interested in your product; they are likely to
          make sure that you are doing it, too. Don’t expect        know far more than you about your products and
          your customers to play along unless you appear            services.
          committed.




42                                                                                                                        43
Vodafone Collaborators          Claire Awramenko

     Acknowledgements                                   Steve Wolak
                                                        Damon Clarke
                                                        Mike Tate
                                                        Dug Falby
                                                        Mark Hicks


                        Sense Worldwide Collaborators   Steven Heron
                                                        Tom Wynne-Morgan
                                                        Jess Charlesworth
                                                        Raj Panjwani
                                                        Members of the Sensor Network


                        PDD Collaborators               James Steiner
                                                        Shayal Chhibber
                                                        Ian Housham
                                                        Liza Makarov
                                                        Paul Scrase
                                                        Jason Cooper


                        WriteByte                       Lisa Moore




44                                                                                      45
Thank you.




46

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Practical co design guidance-workshop lessons

  • 1. Collaborate to innovate Putting co-design to work at Vodafone Co-design for practitioners (flip for “Co-design for strategists”) 1
  • 2. Contents 4 6 Co-design Sprints: Our experience with co-design Introduction 8 Selecting a co-design organisational model 12 Designing with non-designers 14 Organising co-design teams 16 Leveraging online collaboration opportunities 20 Managing co-design teams 24 Keeping co-design teams engaged 28 Finding the co-design ‘sweet spot’ 32 Conclusion 34 Our process: a visual journey 43 Hints for getting the most out of co-design 44 Acknowledgements 2 3
  • 3. Co-design Sprints: We took 4 themes from idea seed stage to prototype in 16 hours of co-design. On the way, we co-designed Our experience and subsequently had to discard over 100 idea seeds, of which at least 30 would have benefitted form with co-design further assessment and development. When managed and organised correctly, the co- design process can demonstrably deliver massive innovation opportunities driven by customer’s needs, desires and values. One of these opportunities is evidenced at the end of this section. 4 5
  • 4. Introduction This exploration was supported by additional discussion with the Lego Group. They agreed to share the benefits of the experience they have gained whilst pioneering co-design in their own product development process. This helped us validate our own findings and Vodafone’s Progressive Design Team wanted to gather additional insights. explore the potential that co-design had to support the delivery of innovation around the concept definition In common with Lego’s experiences, we found that stage. The Progressive Design team invited a team of small, consolidated teams, the principles of self- London based progressive collaborators to work with organisation, tight project boundaries, schedules, them in the definition and design of a suite of services constraints and clear objectives are all beneficial to the based around the theme of ‘Micro-futures’. ‘Micro- co-design process. We found that providing individuals futures’ is the umbrella term for a series of concept with simple to follow, but accurate guidance on factors seeds that emerged from an internal programme of such as feasibility, technology, business objectives, ideation focussed on services for 2012. The aim of brand etc., provided the necessary constraint to allow this practical co-design initiative was to help Vodafone effective design to take place; without constraints identify through practice: there is no design. We found that as each party brings their own skills to the table, it is important to identify • The potential of co-design to deliver value to these specific skills to ensure that co-design yields the Vodafone greatest benefit. • The ‘sweet spots’ in the design and definition In this section, we share our experiences of co-design process where co-design could deliver the and the supporting insights we have gained from our maximum benefit to Vodafone conversations with thought leaders at Lego. • Operational lessons that we could employ in future The information provided here are not intended to co-design initiatives be prescriptive, but offered as practical hints to help ‘would be’ practitioners get the most from co-design. • How to co-design as sprints, in line with the move to adopt more agile methodologies within We have found inspiration and insight in several Vodafone Internet Services sources which we have used to inform the strategic theory and practical work reported in this document. These are acknowledged in the acknowledgements sections of this book 6 7
  • 5. Selecting a co-design organisational model The methods for organising co-design vary. In The key motivator for me getting involved was the communication, obviously Vodafone has a reputation general, your objectives and desired outcomes for being a communicative ” enterprise; that’s what they do. will define the most appropriate“method for your particular project. There are two central axes that define types of co-design: • Openness: Can anyone join in or are there selection criteria? • Ownership: Is the outcome owned by just the initiator or by the contributors as well? OPEN-NESS These two dimensions differentiate the four main types of co-design. As we shall see, different organisational models map closely to the co-design continuum as described in ‘co-design for strategists’. OWNERSHIP 8 9
  • 6. Co-design organisational models* “ Club of experts model The crowd model Coalition of parties Community of kindred spirits The ‘‘Club of Experts” style of co-design is best suited The crowd model, or “crowdsourcing”, exercises In certain situations, a coalition of parties can team The “Community” model is most relevant when to specific, time-pressured challenges that demand the latent power of the crowd and allows anyone to up to share ideas. Each of the parties brings a specific developing something for the greater good. Groups expertise and breakthrough ideas. Contributors meet contribute. It recognises that for any given challenge, asset, knowledge or skill to the group. Technical of people with similar interests and goals can come certain specific participation criteria and are generally there may be a person ‘out there’ with a brilliant idea breakthroughs and the realisation of standards together and create. This model (so far) works mostly found through an active selection process. Quality of that deserves considering. Using online platforms, often happen only when multiple parties collaborate; in software development and social innovation input and chemistry between participants are the key people can propose initiatives and rate and respond to however, the engagement could be as brief as one initiatives, (a good example of this is provided by the to success. Motivated, innovative thinkers are the most each other’s suggestions. There is often a marketing day. This approach is currently being explored KashKlash forum www.kashklash.net/about) and it effective collaborators in this model. It is important and seeding component/objective attached to the by Vodafone User Experience Team with other leverages the potential force of a large group of people to manage these teams and be open with them. Lego process. Crowdsourcing often takes longer than more organisations working at the social software edge or with complementary areas of expertise. The Vodafone used this approach as the preferred organisational managed approaches; however, the costs of entry are where significant common ground and synergies are User Experience Team is exploring this approach model to achieve their objectives. This is the model we low for all, the prize can be great and the organisation found. Key success factors include sharing knowledge, through their Code EcoMo09 Dev Camp initiative, in used in the project reported here. (or initiator) can cherry-pick from contributions. creating common competitive advantage, clarifying conjunction with Betavine. This is a 24-hour dev camp Cuusoo is a great example of an enterprise that objectives, managing expectations, building an coding competition that will let developers put their exercises this model of collaboration on behalf of atmosphere of trust and the appropriate “green” coding skills to the test in creating prototype other organisations. management of IP. mobile software tools designed to help people reduce their impact on the environment. (http://www.betavine.net/bvportal/community/sustainability) *Derived from, and extending work described in the Fronteer Strategy document referenced elsewhere in the ‘Strategists’ Acknowledgements section. 10 11 ION ION ION ION ION ION ION NT ION NT ION ION ION NT ION NT ION ION N N N N N T N T N N N N N N T T T N N N
  • 7. Designing with non-designers Choosing to work with a progressive team Support the skills gaps. We were confronted by of collaborators means working with bright the fact that structured design thinking and visual and connected individuals who are able to communication are skills often taken for granted by think openly and spot opportunities. This designers. At the same time, we realised that these group is not a conventional set of creatives, are the very skills our customers do not have, so nor is it representative of our customer we decided to equip each collaboration team with base, yet it offers a unique perspective a trained visual communicator. This worked well, that is invaluable. Connecting the right enabling higher quality deliverables and better individuals to the challenge at hand, communication between teams. bringing these talents together in the right way and enabling creative processes are all Encourage a visual approach. We initially designed vital routes to successful co-design. sessions that were based on discussion and debate. Communication was verbal and ideas were largely represented by text and system like diagrams. What we learned: This, however, favoured those who were better able to articulate their thinking and tended to stilt Understand competencies and allocate tasks the overall flow and energy of the session. We appropriately. We found that we easily slipped into reformatted sessions, making the primary medium of making unrealistic assumptions about what our communication visual rather than verbal by using tasks progressive customers could bring to co-design that encouraged visual representation (personas, ideas sessions. We relearned that our customers are not as pictures and products/services as storyboards). (necessarily) design professionals and that what Not only did this allow us to draw the most from our they bring of value is their inherent customer-ness, collaborators, but it also created a more accessible Understand competencies and allocate tasks appropriately realising that this was something we wanted to keep working environment and effective stimulus for and encourage. communication. Support the skills gaps Encourage a visual approach 12 13
  • 8. Organising are the most productive. Generally, groups become unmanageable when they exceed the threshold of co-design 16. It should be noted that Lego’s teams were almost exclusively composed of customers. teams Find the balance between numbers and group dynamics. We found that teams of four generally worked well. However, we were concerned that The most effective co-design sessions after some time together, some collaborators were happen when the right collaborators are becoming overly comfortable with each other, reducing placed in the right teams. Forming the right the overall ‘energy’ of the group. We subsequently co-design teams ensures a dynamic flow reduced teams to two (a pair of collaborators), which of ideas and makes the process easier to successfully addressed this issue. However, as a manage. For longer projects, the challenge consequence, we found that there was an associated of finding the correct balance between risk if the collaborators didn’t ‘click’ (e.g., they didn’t a consolidated team, whilst maintaining get on well as a team); their productivity and the quality the ‘buzz’ of a fresh team, relies on smart of their output diminished. engineering of those teams and the co- design process. We explored online and co- Ensure team consolidation. Throughout the studies, located team options and found that online we maintained a core consolidated team but allowed collaborators can successfully work as around 20% churn of collaborators in each workshop. remote groups or part of a co-located team This approach is supported by Lego’s findings that as long as they have rich, multi-channel consolidated teams are most effective when striving methods of communicating amongst their to achieve specific outcomes over the course of a team. project. We noticed a marked development of skill, understanding and team spirit over the period. What we learned: However, we also noticed that ‘buzz’ started to ebb towards the end of the workshop series as individuals Find the right group size. We maintained a stable found their comfort zones. Maintaining consolidated working group size of around 16 collaborators, teams, with a limited turnover of collaborators within divided into four groups of four. In each session, four those teams, allows the best synergy and ensures that Find the right group size of the participants were remote workers, sometimes the teams focus on achieving specific outcomes. working as a remote collective or sometimes within Find the balance between numbers and group dynamics a co-located team. The ratio of external to internal collaborators was always around 1:1. Our experiences Ensure team consolidation with this group size are supported by Lego’s best practice findings that suggests groups of around 12-15 “‘ Its exciting that brands want to hear from their customer and its exciting that that’s us!” 14 15
  • 9. Leveraging online collaboration opportunities The project offered an opportunity What we learned: to understand the possible effect of remote, online collaboration on the co- Make sure co-located teams ‘adopt’ remote members. design process. Throughout the study we When working ‘within’ the co-located teams, the maintained an online team of four members remote participants actively contributed to productivity working with the same tasks and challenges as long as they felt included. This required at least as the co-located team. Although we always one member of the co-located team to ‘adopt’ a had four remote collaborators, we varied remote member (e.g., ensured their web cam could the way these members worked with the see and hear visual stimulus materials or people co-located team. Initially, we allocated an talking/presenting, etc). Interestingly, the ‘adoption’ online team member to each co-located relationship manifested itself in the session as the group. Then, we formed the remote adopter walked around holding the laptop displaying members into a coherent team to tackle the ‘head’ of the adoptee, pointing it and the laptop the same brief as the co-located teams. We web cam towards visual/auditory stimuli. observed several interesting socio-dynamic outcomes as a consequence of these Provide sufficient ‘presence’ tools. Working within manipulations. co-located teams required the remote member to have sufficient natural presence to insist their opinions were heard. They were given sufficient ‘presence’ tools, e.g., a ‘voice’ to communicate with sufficient volume to “ ‘ The key motivator for me getting involved was the communication, obviously Vodafone has a reputation for being a communicative interrupt conversations and a two-way web cam link. enterprise; that’s what they do” Make sure co-located teams ‘adopt’ remote members Provide adequate presence tools 16 17
  • 10. Understand the best medium for communication. It is important to bear in mind that the ability of remote It was initially decided that the remote team would members to actively contribute to sessions also communicate verbally, through a facilitator nominated varies according to the capability of their personal as their communicator. We found that this led to some technology solutions. Our remote participants were frustration from the remote team as the competitive distributed throughout Europe and bandwidth and nature of the sessions made it important for the teams service levels varied, and we discovered that in a to communicate their thinking effectively, passionately remote distributed team, progress was dependent and persuasively; something that the ‘disinterested’ upon the speed of the technologically weakest communicator didn’t bring. In time, we found it useful member. (and necessary) for the facilitator to be dedicated to the team (in the same role as the adopter considered Ensure ‘flat’ and inclusive working style. Within a before) to help explain tasks, access visual material single remote team, we noted that a dominant and and take the role of visual communicator – whilst directive team member adopted the role of driving letting the remote team present their ideas themselves. and organizing the rest of the remote team. This had The online group was afforded some advantage by a counterproductive effect, as other team members the fact that their conversations could be reviewed by contributed and communicated less and less as the themselves and this certainly helped the facilitation session continued. We chose to intervene to resolve role. this and instructed the team to use IM text instead of voice communication. This intervention effectively Understand the role of technology. We noted that changed the dynamic; ‘flattening’ communication to the richer the technologies, the more effectively the allow for a more egalitarian, inclusive and efficient participants were able to communicate their ideas (as dialogue to emerge. Members could no longer use long as the technologies worked reliably and close verbal inflections, tone, volume and interruptions to real time). At its most technologically mature, our to dominate. As in co-located teams, it is important remote team used a powerful set of tools comprising that no one person drives a team to the detriment of a shared online digital whiteboard (Twiddla), Skype, others, and all members are given the opportunity to an IM application and web cams. However, due to contribute. bandwidth issues this combination tended to slow down the process. Furthermore, these tools were “ difficult to set up and recover when they failed. In later ‘ The fact we know its Vodafone, its not for sessions, we chose to drop the whiteboard to alleviate some evil corporate company who we don’t Understand the best medium for communication bandwidth problems. know who it is, they wont go off and ruin the whole world or anything” Understand the role of technology Ensure ‘flat’ and inclusive working style 18 19
  • 11. Managing What we learned: co-design Decide on a suitable session duration. We decided at the outset of the project that we would run four seed ideas each through a four-hour session. We wanted to see whether we could create ‘incubators’ in which concepts could be ‘hot-housed’ to a useful level of We found that providing a clear structure description - this being one that a professional design to the sessions and setting the parameters team could take away and work with to create service and rules allowed creativity whilst and product prototypes. In selecting the time frame maintaining focus on a specific objective. we needed to take into account factors such as the We achieved this by treating the team as resources that would be required, people’s ability to a ‘project team’ that needed planning, understand and execute tasks and communicate their support and reporting throughout that work, facilitation overheads and maintaining the right needed appropriate resources and level of energy throughout. information, understood the real project objectives and the business and technology In essence we created co-design sprints that took constraints they were working within. ideas, worked them up, evaluated them and iterated Thinking about the details is as important as them over an accelerated time frame. The search the macro structure of the workshop, and for the best concepts, or at least those that most understanding how to reward contributors closely met the task objectives and the elimination of fairly for their efforts and choosing the weakest was a consistent theme throughout the appropriate levels of control over IP (or sessions. otherwise) is critical. People perform best when they know what is expected of them Find the right facilitation style. We initially allocated a and when they feel part of the process. facilitator to each team in the group but soon realised Therefore, it is important to ensure we give that this encouraged team members to sit back and clear directions and maintain a level playing let the facilitator do the work. The facilitator’s role field between all collaborators. also seemed to drive the solutions, making the team members less accountable for the session outcome. In subsequent sessions, we removed facilitators from the teams, and encouraged the teams to self-organise around clear objectives with precise time boundaries. Decide on a suitable session duration “ ‘ For me the motivation was the challenge. I felt I couldn’t come up with answers, but The facilitators then took a central role more akin to roaming project managers. Find the right facilitation style working alongside others we did, and I came out thinking “that’s brilliant! I can’t believe I thought of that”” 20 21
  • 12. Adopt these ground rules and make sure they are Be clear about IP. We maintained tight control over clearly understood IP, not attempting to share ownership, instead participants under one-way NDA’s. Lego, for example, • Impose tight and clearly defined (and enforced) have never let go of their IP, and their collaborators schedules have accepted this, possibly due to the iconic nature of their product and the loyalty of their 1%ers. • Explain why help is needed and set clear objectives We do think, however, that there may be other IP • Make sure reporting is regular and public models that may be of value to us; this is considered more fully in the Vodafone document Co-Design State • Constrain the focus of tasks to ensure relevance of Play 2009. • Keep tasks fresh and simple, and set tangible Provide a way to reward contribution. Remote and objectives (not just the session) co-located collaborators were rewarded for their attendance at each workshop. We also recognised • Communicate clearly when divergence or that offering involvement in other initiatives or giving convergence on solutions is needed recognition for contributing can be another valuable way of ‘giving back’. • Insist that teams communicate their ideas persuasively and competently to the group We do think, however, that using a more sophisticated incentive scheme tying in outcome or service success • Articulate the business objective to reward could be usefully explored in the future; this is considered more fully in the Vodafone document Co- • Introduced the brand Design State of Play 2009. • Provide defined, constrained personas “‘ It makes you feel like you’re making a difference, but also makes you feel good that brands are actually wanting to listen to their Be clear about IP customers rather than trying to think what they might like” Provide a way to reward contribution 22 23
  • 13. Keeping co-design teams engaged Having the right people, in the right teams What we learned: and with the right structure does not guarantee success. Teams often need a Use the brand to focus the session. We decided catalyst to inspire creativity and maintain to introduce the Vodafone Brand as a design motivation, encouraging closer engagement consideration in the third workshop. Insights from an between collaborators and the task at earlier project showed that (at worst) this was likely to hand. Tactics such as uncovering the have a marginal effect, although we hoped for a more brand, introducing elements of friendly positive outcome. In fact, we found that introducing competition and developing realistic the Vodafone Brand had a very positive impact and personas add a sense of purpose, energy our collaborators reported becoming more motivated and flow to the sessions that are necessary upon its introduction. The presence of the brand made for an effective outcom the task feel real and valuable for our collaborators, adding energy and focus. The process no longer felt like an academic exercise; it became apparent that the designs may actually be built. “ ‘ It makes you feel that your opinion really does matter, you’re not just a fish in the pond” “‘ There’s something cool about knowing its for Vodafone; they’re like, wow, Vodafone, it’s a really big cool corporate brand” Use the brand to focus the session 24 25
  • 14. We concluded that our collaborators could design An X-factor style ‘reveal’ of the winners introduced with the brand in mind and for the brand, making positive tension into the workshop that resulted in each judgments as to whether their concepts fitted with session ending on a ‘high’. Collaborators reported their perception of Vodafone’s brand values. This that the competition element of the process was very was very valuable and enhanced the quality and positive. We found it very important that ‘success’ appropriateness of the solutions. criteria, or the ‘rules of judging’ were clearly defined throughout. Provide collaborators with the same resources you’d expect to do the job. After our first co-design Exploit the value of pre-work. We found that moving session we realised that our collaborators had not ideation online as a pre-work activity meant that we truly emotionally engaged with the product definition; could set the parameters for the ideation activity and the process had seemed like more of an intellectual then use a subset of the material generated online exercise. On reflection, we realised that we had not in the sessions. Before each session, we asked provided personas for the services, implicitly expecting collaborators to ideate from a specific service seed customers to design for themselves. Providing a idea and then populate an online shared blog with very persona creation exercise proved effective in building concise visual and textual material to illustrate their emotional engagement and focus for the design ideas. This allowed greater focus and prevented off- activity. topic ‘wild goose chases’ developing in the sessions. Introduce a healthy competitive spirit. We introduced explicit competition between the teams in the second and subsequent workshops. We used a ‘blind’, peer voting schema to ensure that tactical voting couldn’t be undertaken. Ties were resolved by the facilitation team’s casting vote. This was very effective in raising “ ‘ I was so amazed by the level of detail and the incredible variety of ideas, the real creative thinking and total outside of the box energy and focus during the session. The small prizes stuff – on each task the range of ideas was that were awarded to the winning team (Amazon really broad” vouchers) added only a slight edge, as the participants readily engaged with (and enjoyed) the spirit of competition. Provide collaborators with the same resources you’d expect to do the job. Introduce a healthy competitive spirit Exploit the value of pre-work. 26 27
  • 15. Finding the co-design ‘sweet spot’ We were interested in establishing whether certain We simply defined the design process phases of design process activities lent themselves more readily interest to us as being the activities usually undertaken to co-design than others. We had made the decision during concept development: that the phases we were interested in examining ranged from ideation to communication of a design • Ideation (e.g., storyboard). Throughout the sessions, we moved • Ideation selection ‘our’ window on the design process in order to identify the ‘sweet spot’ for co-design. • Persona development In this project we were unable to address whether • Concept formulation detailed downstream activities such as functional or • Concept development visual design, (usually the preserve of information architects and visual designers) could be effectively • Concept selection co-designed, instead allocating these tasks to a team of professional designers who worked with the session • Concept visualisation output to create prototypes. • Concept communication (as storyboard of actor(s) interacting with a service 28 29
  • 16. CO CO CO CO CO CO CO CO CO CO CO CO CO CO CO CO PE PE C OP E PE PE PE C OP E PE PE PE C OP E PE PE PE C OP E PE CO CO CO CO CO CO CO CO CO CO CO CO CO CO CO CO CONN CON CON CONN CON CON CONN CON CON CONN CON CON C C C C C C C C C C C C C C C C WORKSHOP 1 Text converted to outlines outlines Text converted to outlines Text converted to WORKSHOP 2 WORKSHOP 3 WORKSHOP 4 What we learned: Shift ideation online. We found that this was best wild and unrealistic. We found it helpful to ask the Allow the team to moderate concept selection. We Support communication with expertise. During managed online as ‘blogged’ pre-work. This afforded teams to create a ‘dark secret’ for their personas as a found that it was useful for the team to make concept concept visualisation and selection we found that us greater control over the breadth and nature of way of managing and containing the more amusing and selections at different stages in the process in different the communication of ideas was most effective when the topics that were addressed before collaborators deviant, but ultimately unproductive suggestions that ways. For example, we allowed individual teams teams had a visual design professional embedded entered the co-design session. could emerge during persona creation. to decide which of their concepts they would take in the team. Without this, team members struggled forward and at the end of the sessions we introduced a to formulate and communicate their ideas with the Ideate in advance. We also found that ideation Develop concepts with constraints. Working up brief blind voting system so that the group could collectively precision, clarity or level of granularity that was selection and filtering could usefully take place concept descriptions (concept formulation stage) vote for the overall winning concept. Both of these required. before the workshop. However, we established that from the raw ideas was effective when time for this strategies were effective, raising energy levels and collaborators could also accomplish further selection activity was constrained, clear objectives were set and generating focus. We found it very important that the as an initial exercise in the workshop. solutions had to be presented to the group. Personas, evaluation criteria were explicit. awareness of the brand and other constraints (e.g., Develop focused personas. It became clear that it was platforms, customer propositions) were all helpful to important to provide a fairly constrained and directive the collaborators at this point. persona framework for our collaborators; we found that We shifted the focus of each workshop further towards concept visualisation too much freedom allowed the personas to become and communication. We found that the further towards this end we shifted the better the output. 30 31
  • 17. Co-design, as focused collaboration with consumers, Conclusion has the potential to support Vodafone’s current product and service development process. If we are to put co-design to work in our business, we must be clear about what we want to achieve, what can be realistically achieved and ensure that our customer collaborators are engaged as equals throughout the process. The co-design sessions must be tailored skillfully to ensure that the culture, organisation, teams and tasks are such that all collaborators are encouraged to be incredibly creative, productive and energised, yet within a framework that focuses the output to ensure the greatest value for the business. 32 33
  • 18. Each of the four seed ideas was used as the basis for a four hour ‘co-design sprint’. Final output from the workshops was then refined and developed by professional designers. The finalised service and product propositions were then visualised as animated stories. The following pages visually capture this process. Selecting ideas for further development Full details of the final output of the co-design process is given at www.microfutures.com Initial ideation in teams and online 34 35
  • 19. Developing personas for services for added realism Working as a group to select the best possible propositions Working online and in teams to formulate concepts Working in teams to develop concepts 36 37
  • 20. Presenting ideas to the whole group added realism to the sessions From co-design to pro-design Participants used templates to describe their service scenarios We worked alongside professional designers to refine concepts and visualise final solutions. Film trailers and Flash animations were produced, examples of which can be seen overleaf. 38 39
  • 21. 40 41
  • 22. We would like to leave you with some hints for getting the most out of the co-design process; this concerns the approach not the methodology and we have taken the inspiration from the from the Open Sauce document acknowledged elsewhere in this book. • Be open to letting the customer take the lead. • Speak to your customers authentically in their When they do, support this and join in, don’t own vernacular. Otherwise, you will alienate them block their initiatives. irrespective of what you are saying. • Don’t expect customers to be interested or • Making mistakes is human, admitting them makes impressed by passive advertising anymore. you seem more human and you’ll be forgiven. Instead, give them something useful (branded utility). • Co-design is about people, not technology. If you want people to get involved, then make it easy for • If you want your customers’ help, then them to do so. communicate clearly - vagueness doesn’t encourage engagement. • Try not to hide the messy reality of day-to- day working. Behind the scenes views are far more • The best way to get your customers’ attention is engaging to collaborators than polished corporate by giving them a platform that will help them look productions and can build trust. good. • Treat your customers to some ‘inside info’ and • Make your offer fun. People like to congregate make them feel special. around objects, play with them and create their own meaning. • Prepare to be changed by the experience of co- design; where and when this happens, let it show. • Be savvy about what you are doing. Don’t act out of character or expect excitement because of who • Try and link the people in your company to your you are or what you do; instead, understand your customers – make it human and make it personal. customer and the way they relate to you and lead • Listen carefully to the small minority (the 1%ers) with that. of your customers who appear passionately • Whatever you are asking your customers to do, interested in your product; they are likely to make sure that you are doing it, too. Don’t expect know far more than you about your products and your customers to play along unless you appear services. committed. 42 43
  • 23. Vodafone Collaborators Claire Awramenko Acknowledgements Steve Wolak Damon Clarke Mike Tate Dug Falby Mark Hicks Sense Worldwide Collaborators Steven Heron Tom Wynne-Morgan Jess Charlesworth Raj Panjwani Members of the Sensor Network PDD Collaborators James Steiner Shayal Chhibber Ian Housham Liza Makarov Paul Scrase Jason Cooper WriteByte Lisa Moore 44 45