As a creative lead I’m responsible for the visual direction of an interface, be it a website, system or intranet. The key to a successful design process is to get clients, involved, engaged and on board with what the design problem is and the steps taken to address the problem.
Usually these two broad aspects would feature prominently in a creative brief. But what if our clients are not equipped enough or have the necessary experience to provide a detailed brief, which is so often the case? After-all they’re not designers. Anyone involved in the process of design, whether they be graphics designers, information architects or even content strategists have the responsibility to understand their clients’ requirements. They would have had some experience of running or facilitating workshops – an invaluable tool to help us with the process of design. Whilst I am not describing workshop techniques such as Card Sorting and Audience Profiling here, I aim to give some practical help to anyone who is involved in running client workshops.
What are workshops?
A brief, but intensive group meeting (often facilitated by one or more people) aimed at the production of a specific outcome.
Fairly self-explanatory, however, this could also be an appropriate definition of a meeting. Meetings and workshops are two different things. The way I like to think of it is that meetings involve a lot of talking, whereas workshops involve a lot of talking and doing. ‘Theoretical versus practical’ could be another way to differentiate them, although there is some overlap. Workshops are far more inclusive than meetings as they are designed to galvanise people into action, even the shy retiring types. Perhaps the best way to differentiate them is that you come away from a meeting with a plan of action but you walk away from a workshop with actual findings.
So why do we do workshops?
In a nutshell, we do workshops to glean as much useful information as we can to help inform the design process. By their very nature workshops extract information from people but there are other benefits:
1. Keep the client involved and engaged with the project
It’s the clients’ project and if it’s going to be a success then it’s important to have the client totally immersed. Workshops can often be a sound-board and that in itself adds a lot of value. Clients will feel they are being listened to and they will more readily believe in the solutions that will eventually follow, as a result of the workshop findings.
2. The client is the subject matter expert – lets tap into their minds
Apart from mind-melds and hypnosis which aren’t really practical, workshops offer a less intrusive way to get into the minds of participants. What we’re trying to understand is the deeper workings of the organisation, the inherent behaviours of the people we’re designing for, the business model and the political landscape according to those close to the business. Not all views concur a hundred percent but you will identify recurring themes and patterns more often than not.
3. Provides a legitimate forum for challenging the clients’ preconceived ideas
Clients come with their own ideas of how something should work based on their experiences. Sometimes that’s a good thing and sometimes those ideas can be at odds with your design principles. Either way it’s a good idea to gauge their way of thinking early on. Workshops engender an environment where you can legitimately challenge them, without any major implications to the project. It’s also a chance to educate your client with principles you hold dear.
4. Better understand other facets of the project
I conduct creative workshops, where I want my participants to discuss aspects of visual design. Invariably many of the discussions lead to such things as functionality and interactive behaviour. Although your task as conductor and facilitator is to keep it on the straight and narrow, this can be a good thing as long as you don’t lose sight of the agenda. You should indulge your workshop group to a certain degree so you can pick up on things other work-streams might have missed.
5. Add value and increase your profile within the client organisation
Successful workshops can be as much a learning experience for the client as it is for us. Most people go away feeling like they have contributed to the project and achieved something of significance. That’s how it should be at least, but never underplay the importance of workshops. When run properly, aside from your task of gleaning information, they will help in building a relationship which is invaluable to the smooth running of a project.
Planning and preparation
The old adage of ‘if you fail to plan, you plan to fail’ is apt here. Workshops take a lot of planning. You need to create assets for your practical exercises such as cards, print outs, assessment forms etc, which can be time consuming but worthwhile. Here are some practical recommendations to help in the planning process. Workshops are a valuable experience if you:
1. Define your goals
Firstly you need to know what you want to get out of the workshop. Ask yourself what information you need to progress the design process. This will allow you to choose and to devise an appropriate plan for practical exercises.
2. Get the right people to attend
This is surprisingly more difficult than one might think. Workshops are held during the early fact finding stages of a project and you don’t necessarily know who should attend. You have to trust in the project lead or champion from the client organisation to gather the right people or stakeholders to make the workshop worthwhile. Much of the time you have to be prepared to run the workshop on numerous occasions so that the client is satisfied all bases have been covered. Six or seven participants are a good manageable number.
3. Choose a colleague to assist in facilitating
You can’t do it all on your own. If you’re leading the workshop you need another person to help you facilitate. That means recording findings and listening in to conversations during break-out sessions.
4. Choose the right location
Again this is not something you have much control over as it usually means relying on rooms being available at the client organisation. If you have six or seven participants you want a room big enough to accommodate them comfortably but not such a huge room so that the energy of the group easily dissipates into the space. Try and ensure there are other informal spaces available outside of the room so that they have the option to break-out in smaller groups.
5. Have an agenda
Without an agenda, you risk straying from your desired goal. Split your session into defining chunks and attribute timings around them. It’s important to try and stick to the timings so that you set expectations clearly and allow for questions and feedback once it’s completed.
6. Allow smaller groups to break-out for practical exercises
Break-out sessions are important as they allow for more fervent discussions. Working in pairs is far less daunting than voicing opinions in a large group and you can glean so much more listening in to these ‘smaller’ conversations. It also allows shy or restrained characters the chance to have their say.
7. Determine how you will record the findings
The standard way is to write away with pen and paper furiously whilst keeping an ear to the discussion and trying to facilitate the conversation. This is not the most practical method so you need to have someone help you. In addition, have supporting feedback forms, empty A4 sheets, cards or whatever material you deem fit for participants to fill out. You can then collate these at the end to support your own notes.
8. Explain how you will use the findings
This can easily be overlooked but it’s a good idea to inform participants before an exercise how the information will be used. This will give them the necessary context and you’re more likely to elicit the right sort of information.
9. Provide the necessary materials
If you’re asking participants to write, scribble, draw, build or any other activity, give them the right tools and don’t assume they will come equipped. Provide pens, paper, post-it notes, lego or whatever they need to complete tasks.
10. Ask for feedback
Again a pre-prepared feedback form would be helpful. It gives people the chance to comment on your workshop so you can make improvements for next time. Try and break it down into components such as quality of presentation material, facilities, depth of information, group activities etc and allow them to attribute a score against the criteria.
So now you have the basics it may be prudent to run mock workshop sessions with work colleagues to test your workshop plan. Have fun.