- •How to facilitate an experience mapping workshop James Kalbach Align: Designing Value
- •Empathize:
- •Envision:
- •Evaluate:
- •Figure 1-1. The main parts of an alignment workshop are to empathize, envision, evaluate, and plan experiments. Empathize
- •Understand
- •Figure 1-2. Display the diagrams prominently for others to gather around.
- •Figure 1-3. Invite everyone to contribute to the diagram. Assess
- •Figure 1-5. A simple pattern emerged from an experience map for authors: their involvement decreased during production phases. Envision
- •1. Remove barriers
- •2. Challenge industry assumptions
- •Invert.
- •Figure 1-7. Challenge industry assumptions in a workshop.
- •Figure 1-8. The Pompidou Center inverts conventional architecture.
- •3. Aspire to transform
- •Figure 1-9. The Segway asks us to become someone we don’t want to.
- •Figure 1-12. A simple prioritization scheme looks at value to the customer and feasibility to deliver.
- •Figure 1-13. Prioritization of ideas by feasibility and value to the customer can be done on a simple grid. Articulate
- •Figure 1-14. Storyboards represent ideas visually.
- •Figure 1-15. Wireframes created during an alignment workshop quickly bring ideas to life.
- •Figure 1-16. Create a clickable prototype quickly for testing with potential users. Test
- •Innovation often comes without epiphany. Don’t expect to be able to recognize an innovation as such immediately.
- •Figure 1-17. Test concepts during an alignment workshop for immediate feedback.
- •Facilitating an alignment workshop
- •Figure 1-18. The author facilitating an alignment workshop.
- •1. Prepare
- •2. Run the Workshop
- •3. Follow Up
- •Figure 1-23. SnapSupport began as a concept video and landing page to test market reactions to the idea before a working prototype was built. Summary
- •Further Reading
- •Case study: rapid online mapping and design workshop
- •Figure 1-24. A combination of value chain, proto-personas, and experience fit in one mural, as well as the results of an initial brainstorming session.
- •Figure 1-25. The results of a design studio using mural.
1. Remove barriers
To find opportunities for innovation, look at what’s holding people back in their experience. Identify the obstacles to getting the jobs done at each stage. Table 1-1 summarizes key types of barriers to overcome, with examples and how to identify each type.1
Be sure to consider emotional and social aspects as well. For instance, if you are looking at the experience of attending a conference, you may find that people fear embarrassment when asking a question of a speaker. How might you overcome this emotional and social barrier?
At each stage in the diagram, consider how to remove the primary barriers people have from getting the value they need. As you move through the diagram, pose the question: how might we overcome obstacles? This focuses the collective energy of the group and points to sources of deeper change.
2. Challenge industry assumptions
Meaningful change comes from breaking the rules. To help foster a disruptive mindset, identify the prevailing industry assumptions, or those unwritten rules that define an industry.
First, generate industry assumption statements using this formula:
Everyone in the <industry or category> knows that <assumption>....
Then, think of ways to change or overturn each. In his book Disrupt, Luke Williams points to three ways to twist assumptions (which he calls clichés):
Invert.
What can be turned upside down? Take the assumption and do the opposite.
Deny.
What can you get rid of completely? Try intentionally denying some aspect of the assumption by simply removing it from the equation.
Scale.
What is scarce that could be made abundant and vice versa? What is expensive that could be cheap? Challenge assumptions of quantity and scope.
Finally, brainstorm possible solutions that invert, deny, or scale the industry assumption statement (Figure 1-7). Try forcing the group to do each for the most important assumptions.
Here are some examples of game-changing innovations and how they broke industry assumptions:
Figure 1-7. Challenge industry assumptions in a workshop.
Everyone in the mop category knows that a mop was a one-time purchase, until P&G introduced disposable mops with Swiffer. (Invert)
Everyone in architecture knows that plumbing, electrical services, and air vents go on the inside of buildings, until the Pompidou Center in Paris put them on the outside (Figure 1-8). (Invert)
Everyone in the airline industry knows passenger seats are preassigned, until Southwest made seat selection first come, first served. (Deny)
Figure 1-8. The Pompidou Center inverts conventional architecture.
Everyone in the luxury hotel business knows that offering a wide range of premium services justifies a high price, until Citizen M omitted many of the typical 5-star hotel services so they can offer accommodations at a lower price. (Deny)
Everyone in the car rental business knows you have to see the customer, rent by the day, and complete a lot of paperwork, until Zipcar made it possible to book online without paper and pay by the hour. (Scale)
Everyone knows that doctor’s offices treat a wide range of conditions, until CVS’s Minute Clinics treated a limited number of conditions that don’t require a doctor to diagnose. (Scale)
To change the game, you have to first know what game you’re in. This exercise forces your organization to consider doing the opposite of what the rest of the market is doing. This increases your ability to provide unique, meaningful value.
