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Yvonne s euroia2014_sep26

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I would like to talk about the role of “heart” tools in our IA/UX practice. Often, our tools and methods are analytical and logic-oriented exercises. In this talk, I would like to suggest a fresh approach to our IA practice. We will explore “heart” tools and methods that are shown to be more persuasive than “head” methods – when push comes to shove.

First, we will discuss reasons heart tools have been left out, where head tools have dominated our field. These include west versus eastern philosophies, traditions, and a brief historical perspective.

We will then look at the different types of heart tools, their origins, and how these practices (often spiritual in nature) can be adapted to our IA practice, including: creative visualization, mental walkthroughs, and the practice of centeredness and connectedness.

Next, we will use real or near-real work-related examples and discuss how heart tools can be used in each situation, and how heart tools will help us get the type of results we want in our deliverables, meetings, workshops, presentations, and client relationships.

I see these ideas as a new layer on top of our current tools, and not as a replacement. Heart tools will elevate our practice to a whole new level of understanding and effectiveness, not only as IA practitioners, but also as engaged people who deeply understand and love our work, ourselves, others, and our world.

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Yvonne s euroia2014_sep26

  1. 1. Exploring heart tools to elevate our IA practice Yvonne Shek | @yshekster Sept 26 EuroIA 2014
  2. 2. Let me introduce myself… And also a disclaimer for this talk. hypocrite /’hipe,krit/ noun a person who indulges in hypocrisy. synonyms: pretender, dissembler, deceiver, liar, pietist, sanctimonious person, plaster saint; More 2
  3. 3. How many of us have lone-wolf jobs? 3
  4. 4. It is often in the collaboration that we fumble… Collaborative work is harder. Yet it is BETTER. 4
  5. 5. Our community & our beloved tools 5 How do we collaborate to get the best results?
  6. 6. Known & Loved IA tools 6 “Technical” & done alone Managing Groups A/B Testing Paper Prototype Affinity diagrams Alignment model Personas Backcasting Behavioural interviews Process Flow Collaborative inspection Café test Site Map Collaborative sketching Card sort Storyboarding Design the box Concept model Scenario Description Swimlanes Five Sketches TM Design pattern Task Analysis Five Whys Diary study Taxonomy Free Listing Ecosystem visualization Usability Testing Participatory Design Ethnography User Scenario Rapid Facilitation Experience Map Web Analytics Scenario Planning GOMS Wireflow Six Thinking Hats Heuristic Evaluation Wireframes Touchstone Tours Kano Analysis Weighted matrix
  7. 7. Known & Loved IA tools 7 “Technical” & done alone Managing Groups AEIOU Mind Mapping Bodystorming Affinity Diagramming Prototyping Business Origami Artifact Analysis Questionnaires & Surveys Collage Case studies Shadowing Crowdsourcing Cognitive mapping Simulations Design Charette Cognitive walkthrough Thematic networks Design Workshops Competitive analysis Think-aloud protocol Graffiti Walls Diary studies User journeys / maps KJ Technique Fly-on-the-wall observation Wizard of Oz Focus groups
  8. 8. Other ia/ixd heart tools 8 Ageing empathy exercise, OpenIDEO https://openideo.com/challenge/mayo-clinic/ideas/ageing-empathy-exercise
  9. 9. Other ia/ixd heart tools 9 Love letter & break up letter http://www.doctordisruption.com/design/design-methods-2-the-love- letter-the-breakup-letter/
  10. 10. 10 Orthodoxy right belief
  11. 11. Besides our tools 11 We’ve talked about practice a lot... 10,000 hours
  12. 12. 12 Orthopraxy right practice
  13. 13. 13 The story of Sisyphus in Greek mythology
  14. 14. 14 Orthokardia right heart
  15. 15. Between the head and the heart… 15 1 2 3 4
  16. 16. 16 Imagination and the heart wins. Every time.
  17. 17. A bit of history 17 “To be is to be perceived.” George Berkeley (1685 – 1753) “I think therefore I am.” Rene Descarte (1596 – 1650) “As soon as you have made a thought, laugh at it.” Lao Tzu 604 – 531 BCE “In the end these things matter most: How well did you love? How fully did you live? How deeply did you let go?” Gautama Buddha c. 563 or 480 BCE
  18. 18. 18 heart tools – drawing from the east (and some blending with the west). Integrating the head, body, and heart.
  19. 19. A quick comparison between Eastern vs. Western thought and values 19 Western Eastern Individual Universal / communal Accumulation of knowledge Soul and intellect Separate parts of the whole Interrelated and oneness Master and control reality Harmony and unified Life is a service (to God, business, money, community, country) Life is a journey and discovery Outer-world dependent Inner-world dependent Truth needs to be proved, through analysis Truth is given, does not need to be proved; through meditation Ethics Virtue Linear Cyclical Christianity, rational, scientific, logic schools, Greek & Roman philosophy, aetheism Buddhism, Confucianism, Hinduism, yoga, taoism, zen Head + body + soul Head with body with soul
  20. 20. The discombobulation in western thinking 20 Floating Head Sculpture by Sophie Cave – Kelvingrove Art Gallery and Museum in Glasgow, Scotland.
  21. 21. = Harmonized selves – What does it take? 21 Meditate Time Management Sleep & Nutrition Exercise Right breathing Clear Thinking & Harmony stress stress stress stress stress stress stress stress stress stress
  22. 22. = 22 1. Meditation 2. Mental walkthroughs 3. Creative visualization 4. PQ reps
  23. 23. 23 1. Meditation Leaving this to the experts -- • Meditation • Yoga • Meditative prayer
  24. 24. 24 When to use this tool – 1. Surviving intense meetings 2. Workshops 3. Any setting where n > 1 2. Mental walkthroughs
  25. 25. Why is the mental walkthrough an important tool? 25 “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou
  26. 26. 3. Creative visualization 26 “If you find yourself worried or puzzled about anything, or feeling discouraged or frustrated about a problem, ask yourself if there is a way you could use creative visualization to help you. From a creative habit of using it at every appropriate moment.” – Shakti Gawain
  27. 27. Creative visualization 27 1. Set your goal 2. Create a clear idea or picture 3. Focus on it often 4. Give it positive energy * Works only for good
  28. 28. We know all about doing and having. This is not about that. Focus more on being and becoming. 28 being doing having
  29. 29. Your most wicked problem… (creative visualization demo) 29 Affirmations: 1. In the present 2. In the most positive way 3. Keep it simple 4. Has to be right for you 5. Create something new and fresh 6. Don’t contradict your feelings or self 7. Believe it 8. (Added) Stop being goal-oriented and focus on being or becoming.
  30. 30. Chamine Shirzad author of: Positive Intelligence: Why Only 20% of teams and individuals achieve their true potential (and how you can achieve yours) 30 Positive Intelligence & PQ reps
  31. 31. 31 破 壞 “To illustrate, when your mind tells you that you should do your very best to prepare for tomorrow’s important meeting, it is acting as your friend. When it wakes you up at 3 am anxious about the meeting and racing in a loop for the hundredth time about the many consequences of failing, it is acting as your enemy; it is simply generating anxiety and suffering without any redeeming value. No friend would do that.” - Chamine Shirzad Positive Intelligence & PQ reps
  32. 32. 32 Your Saboteurs 破 壞 者 • Judge * • Stickler • Pleaser • Hyper-Achiever • Victim • Hyper-Rational • Hyper-Vigilant • Restless • Controller • Avoider The role of stress in all of this…
  33. 33. 33 Your Sage The deeper and wiser part of you. It has great powers - 1. To empathize with yourself and others 2. To explore with great curiosity and an open mind 3. To innovate and create new perspectives 4. To navigate and choose a path that aligns with your values 5. To activate and take decisive action without the distress, interference, or distractions of the Saboteurs
  34. 34. 34 The Sage’s perspective … is about accepting what is, rather than denying, rejecting, or resenting what is. It accepts every outcome and circumstance as a gift and opportunity. Every.
  35. 35. 35 Even in a sales situation “In order to get the sale, you need to let go of needing to make the sale. In order to get the result that makes you happy, you have to let go of your concern for your own happiness during the sale process. You need to be completely focused on the other person, not as a sales technique, but truly in your heart.” – Chamine Shirzad
  36. 36. 36 1. Weaken Saboteurs 2. Strengthen Sage 3. Strengthen PQ Brain
  37. 37. 37 What is a PQ rep? • Shifting attention to the physical How to remember: • Having a break • Between tasks • Saboteurs Infuse PQ reps into: • Daily routines • Physical exercise • Eating • Listening to music • Playing sports • Being with loved ones
  38. 38. 38 Why not fake it till you make it? Because it doesn’t work. Katty Kay & Claire Shipman
  39. 39. 39 “Think less. Take action. Be authentic.” - Katty Kay & Claire Shipman, authors of The Confidence Code
  40. 40. 40 1. Meditation 2. Mental walkthroughs 3. Creative visualization 4. PQ reps Synergize & Socialize
  41. 41. 41 - PQ reps when you wake up, brush your teeth, eat your first meal - Creative visualization for your day - PQ reps at the gym - Mental walkthrough of what’s ahead - PQ reps for every breath throughout the day - Neutralize Saboteurs! - Boost the Sage! - Meditate - Creatively visualize your future - Mental walkthroughs during work - Creatively visualize you, your team, your family, your future - Better managed resources: empathy, exploration, innovation, navigation, and activation. Meditate Time Management Sleep & Nutrition Exercise Right breathing Clear Thinking & Harmony
  42. 42. 42 The anti-Sisyphus solution A socialized heart
  43. 43. 43 “Not that I have already attained, or am already perfected; but I press on… one thing I do, forgetting those things which are behind and reaching forward to those things which are ahead, I press toward the goal…” - St. Paul the Apostle
  44. 44. 44 References Main sources: 1. Positive Intelligence: Why Only 20% of teams and individuals achieve their true potential (and how you can achieve yours). Chamine Shirzad. 2. Creative Visualization – Use the power of your imagination to create what you want in your life. Shakti Gawain. Secondary sources: 4. Compassion and Meditation: The spiritual dynamic between Buddhism and Christianity. Jean-Yves Leloup. 5. The Confidence Code: The science and art of self-assurance – what women should know. Katty Kay & Claire Shipman. 6. Universal Methods of Design, Bella Martin & Bruce Hanington, 2012. 7. nform.com/cards (ux methods cards) 8. The Healing Code. Alexander Loyd and Ben Johnson.
  45. 45. Thank you 45 Yvonne Shek / @yshekster

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