design

12 design thinking rules from David Burney

One of my business partners at New Kind, David Burney, is an exceptional facilitator of design thinking sessions. David introduced me to design thinking and the work of IDEO (where many of the concepts behind design thinking were developed and applied to the business world). David taught me everything I know about facilitating projects and sessions using a design thinking approach.

At the beginning of any design thinking project, David shares a set of rules that help get every participant on the same page. The rules apply to everyone (including executives) and help create an optimal environment for creativity. If you are planning to run a project using a design thinking approach, you might want to consider sharing these rules with your group before you get started. I’ve used this list many times, and I promise, it really helps keep things on track.

1. Avoid the devil’s advocate: The devil’s advocate is someone who (purposely or accidentally) shoots down the ideas of others without taking any personal responsibility for his actions. The devil’s advocate often begins his objection with the phrase “Let me be the devil’s advocate for a second…”. The devil’s advocate often intends to be helpful by pointing out flaws in an idea, but ultimately this focuses people’s attention on what won’t work rather than exploring unexpected ways that it might work.

2. Make agendas transparent: Every participant should make their personal agendas as clear as possible.

3. Leave titles at the door: No one person’s ideas are worth more than anyone else’s.

4. Generate as many ideas as possible: During ideation, you are not trying to generate the best ideas; you are trying to generate the most ideas.

5. Build on the ideas of others rather than judging them: If someone else has an idea you like, build on it. If you don’t like an idea, share another one rather than critiquing.

6. Stay on time: Don’t let your ideation session spiral out of control. Each ideation session should be timed and should have a clear ending point.

7. State the obvious: Sometimes things that can seem obvious reveal great insight from their simplicity.

8. Don’t sell or debate ideas: Selling and debating ideas takes time away from generating new ideas.

9. Stupid and wild ideas are good: Sometimes the craziest ideas lead to the best ideas.

10. DTA stands for death to acronyms: Avoid acronyms—they are exclusionary because people who don’t know what they stand for will quickly be lost. If you must use an acronym, write what it stands for somewhere everyone can see it. Keep a running list of all acronyms used during the project or session.

11. Always understand in which stage of the process you are: When you are ideating, you are not critiquing ideas. But when ideation is over and you begin the process of selecting the best ideas, you’ll need to discuss the merits of each idea in a more traditional, analytical way.

12. Play is good, have fun: The more fun you are having as a group, the more creative ideas you’ll generate.

If you’d like to learn more about design thinking and how you can use it in your projects, I recommend any of the following books.

From the amazing team at IDEO:

– The Art of Innovation by Tom Kelley
– Ten Faces of Innovation by Tom Kelley
– Change by Design: How Design Thinking Transforms Organizations and Inspires Innovation by Tim Brown

Other great books to consider:

– The Design of Business: Why Design Thinking is the Next Competitive Advantage by Roger Martin
– Design Thinking: Integrating Innovation, Customer Experience, and Brand Value by Thomas Lockwood

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Want people to embrace the open source way? Don’t talk, do.

The June issue of Harvard Business Review features an interesting article by Roger Martin (one of the leading management minds of our time and author of the just published book Fixing The Game). The article tells the story of how Scott Cook, founder and current Chairman of Intuit, kicked off an effort to reinvent Intuit as a design-driven company.

I’ll leave it to Roger and HBR to share the story of how this initiative played out (hint: a very good case study of how to embed design thinking in the corporate world), but one particular lesson stood out for me that I’d like to highlight here.

When Cook kicked off the initiative, he did so by hosting two-day offsite event for the company’s top 300 managers. As part of this event, Cook gave a five-hour (wow!) PowerPoint presentation, during which he “laid out the wonders of design and how it could entice Intuit’s customers.”

As you might expect, the PowerPoint marathon didn’t go so well. From the article:

“But although the main event fell flat, the one that followed did not. Cook had met a young consulting associate professor at Stanford named Alex Kazaks, whom he’d invited to present for an hour at the offsite. Like Cook, Kazaks began with a PowerPoint presentation, but he ended his after 10 minutes and used the rest of the time for a participatory exercise: The managers worked through a design challenge, creating prototypes, getting feedback, iterating, and refining.

The group was mesmerized…”

This story illustrates something I saw over and over during my time at Red Hat and in many of the projects I’ve worked on since:

No matter how eager you are to get people to embrace the open source way fully—running projects in an open, collaborative, meritocratic way—you’ll have more success convincing people to try doing things the open source way when you stop showing slides and instead get them to experience the benefits in action.

The best way to learn about collaboration is to collaborate.

The best way to learn how to operate openly is to participate in a project run openly.

And the best way to see the power of meritocracy is to participate in a project where the ideas actually do come from everywhere.

So before you spend two weeks preparing a detailed PowerPoint (or OpenOffice) presentation to convince your management team to embrace the open source way, stop and think.

Is there a way you could show the benefits of the open source way in action? Could you run a hands on-project the open source way and invite those you are attempting to sway to participate?

In my experience, people will nod their heads at a presentation espousing philosophy. But you won’t really have their minds until they’ve experienced the open source way in action, and you won’t have their hearts until they’ve thoroughly enjoyed the journey as well.

[This post originally appeared on opensource.com]

Five questions about open source and branding with Alina Wheeler

A few years back, a good friend recommended I pick up a copy of Designing Brand Identity: an essential guide for the whole branding team by Alina Wheeler. Now in its 3rd edition, it’s a beautiful book, well designed and easy to read or to use as a reference. I recently caught up with Alina, who is finishing up work on a new book entitled Brand Atlas: Branding Intelligence Made Visible with designer Joel Katz. I asked her some questions about where branding and the open source way might be beginning to intersect.

CHRIS: I have heard that you often begin the continuum of branding with the 17,000 year old cave paintings in Lascaux, France. Now that’s historic branding! What are one or two key concepts in designing branding identity that have stayed constant and endured from a world of cave paintings to a world of Twitter, Facebook, and open source?

ALINA: Since the beginning of time, the need to communicate emerges from a universal set of questions: Who am I? Who needs to know? How will they find out? Why should they care? Whether you are on Facebook or in Shanghai or Charlotte, these questions are the same.

Mankind has always used symbols and stories to express individuality, pride, loyalty, and ownership. Individuals, communities and organizations express their uniqueness through their identity. Brand is identity. Competition for recognition is as ancient as the heraldic banners on a medieval battlefield. The battle for physical territory has evolved into competition for share of mind. The competition is fierce.

The power of symbols remains elusive and mysterious–a simple form can trigger recall and arouse emotion–whether it is emblazoned on a flag or embedded in an email. There is significant research about the purpose of the images in the caves of Lascaux. For me they are a reflection of what we are all thinking about now: communication, community, culture, meaning, survival, and navigation.

CHRIS: Now the opposite question: as we begin 2011, are there core branding principles you think have shifted significantly since you wrote the first edition of the book in 2003?

ALINA: The tools have changed. The fundamentals have not. Whether you are the CEO of a global consumer brand or a social entrepreneur, I believe that there is a universal set of principles that are fundamental to increasing awareness, attracting prospects/opportunities, transcending the clutter, and building customer loyalty.

The brand conversation has changed. We all know that now. The challenges have increased exponentially. The tools have become so provocative that they reduce our attention to the fundamentals: being customer centric, staying aligned with your vision and values, and staying differentiated in a world that is overwhelming in sameness and clutter.

The pressure to constantly update and innovate has polarized the world of brand builders. For some, it is an exhilarating time and for others a treadmill where you are running faster to stay in place. There are those who embrace marketplace dynamics and ignore brand fundamentals, and those who are stuck in their legacy infrastructures and business models refusing to embrace change and speed. Success requires embracing both.

CHRIS: Here on the opensource.com business channel, we often talk about how core open source principles like community, collaboration, meritocracy, and rapid prototyping can help businesses of any type–not just those building software. I love the detailed case studies you did in Designing Brand Identity. In your studies of leading brands, have you seen examples of these principles being applied in the branding world?

ALINA: I am eager to learn about new brands that are co-created with the customer or end-user. I believe that open source is the most meaningful and relevant methodology that will help us prepare for a new world: i.e. build communities that matter, collaborate more effectively toward outcomes that matter, and innovate because for survival, that matters.

Although open source is a fairly new idea to most brand managers that I know, it embodies the branding process ideal from an organizational development perspective. The biggest challenge on revitalizing an existing brand is frequently busting through the silos. How do we get IT to work with customer support and marketing to work together on behalf of the customer? How do we get different departments with radically different agendas to be part of the campfire around the brand? It is so powerful when there is a cross-departmental, cross-disciplinary collaboration to build the brand, and to deliver on the brand promise.

B Corporations are a new class of certification and classification for companies that want to collectively redefine success and to leverage the influence of their businesses to solve social and environmental problems. B Corps connect their executive teams with peers from mission-aligned companies.

The Charleston Parks Conservancy has a unique network of community volunteers called the Park Angels, who literally help care for Charleston’s 120 + parks. They have become the public face of the organization. The long-term benefits are for the entire city: building community and improving the quality of life, health and economic strength. Park Angel’s brand is visible on numerous platforms that connect people to people, people to the parks and to the bigger ideal of making a difference. This movement has instilled a sense of ownership and pride.

I believe that IDEO uses open source methodology in their product development work, although I don’t think they call it open source. They are renowned for letting customers/users be part of the product development process and routinely use rapid prototyping. Certainly their culture of creativity and innovation is a meritocracy. The Ripple Effect is a project done in partnership with the Acumen Fund and the Gates Foundation. IDEO collaborated with 22 organizations in India to develop new methods for safe transportation and storage of drinking water in India’s villages.

CHRIS: I can tell design means more to you than just a pretty logo. What is the strategic role of design in building brands today?

ALINA: Lou Danziger said it best, “Design is intelligence made visible.”  The best design is a result of strategic imagination, an ability to understand and align business goals with creative strategy and expression. While brands are about emotional connection, brand identity is any tangible expression of the brand. We can see it, hear it, watch it move. Designers play an essential role in building brands and creating unique and memorable experiences. Designers work to fuel recognition across platforms, amplify differentiation, and make big ideas accessible and understandable.

The best designers have an ability to imagine what others can’t see and to show what it looks like and what it feels like. Design is often overlooked in brand strategy meetings where rapid prototyping could benefit and accelerate the decision making process. Having designers shoulder to shoulder with researchers examining user experiences could jumpstart new solutions.

CHRIS: One trend we discuss regularly here on opensource.com is the trend toward organizations giving up some control over the direction of their brands to the communities around them. I’d love to hear your thoughts. Is this a positive thing? Dangerous? Maybe both?

ALINA: Brands exist because there are customers. Although that might sound like a blinding flash of the obvious, it’s important to remember that ultimately the customer always decides whether a brand will flourish or die.

Just like in any conversation worth having, there is a time to talk and a time to listen. Listening to the aspirations, desires, needs, and challenges of your core stakeholders is the most critical brand building competency.

I do believe that control is critical to brand success whether you are a start-up venture, a non-profit or a consumer brand.  Having values that don’t waiver. Being certain about why your organization exists. Being consistent about who you are and what you stand for. Taking the time to engage your entire organization in the vision and values. Creating places where conversations can happen. Building trust. Anticipating and fulfilling needs. Being transparent. Making certain that the brand experience is coherent and relevant.  These maxims are intentional. As more brands in the future are co-created with end-users, perhaps this notion of control will evolve to a more collaborative model.

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The third edition of Designing Brand Identity is available on Amazon now. Alina Wheeler’s new book Brand Atlas: Branding Intelligence Made Visible will be available in April, 2011 and is available for pre-sale now on Amazon.
[This post originally appeared on opensource.com]

Studio H: A real-world experiment in design-based education

As 2010 comes to a close, I thought I’d write my last post of the year about a project that has really moved and inspired me. The project is called Studio H, and is the brainchild of two brilliant designers, Emily Pilloton and Matthew Miller, who have found a new calling as teachers in one of the poorest, most rural counties in my home state of North Carolina.

Even though Bertie County, where the experiment is taking place, is less than 2 hours away from where I live, I first heard about this project earlier this year from a good friend who showed me the TED Talk Emily had given at TEDGlobal 2010 in July. Here is her talk:

It’s a wonderful story. Two successful designers leave their San Francisco home to move to the poorest county in North Carolina and design a program to help public school kids (over 95% of who qualify for reduced-rate or free lunches) get a shot at a better future.

What makes the story particularly compelling is the non-traditional learning approach, utilizing design thinking and some other tools that will be very familiar to those of us who do things the open source way.

Watch the TED talk first, which will likely bring anyone but Scrooge himself close to tears, but don’t stop there.

This project is not just a theory. Studio H is underway, with the students now well into their second fall project, designing some really amazing chicken coops (chickens are a big part of the Bertie County economy).

I particularly love the ChickTopia coop, but you may prefer the compelling geometric design of the Coopus Maximus or the whimsical, industrial-chic Chicken Circus.

You can follow the students’ progress on the blog here.

The third and final project next spring will be to design and build a public farmers market in downtown Windsor, the county seat of Bertie County, population 2000.

If you like what you see so far, consider making a donation. After all, this could be what the future of education might look like.

I certainly hope so.

This post originally appeared on opensource.com.

Are you building a community or a club?

I’ve never been much for clubs. When I was young, I made a lousy cub scout. I wasn’t a real “joiner” in high school or college either (just enough to get by) and I still don’t get actively involved in many professional associations today.

But I’m a sucker for a noble mission. I find myself getting drawn into all sorts of things these days. Good causes, interesting projects, even big ideas like the reinvention of management all share my extra attention, brainpower, and resources.

I love to contribute to things I believe in.

So why don’t I care much for clubs or associations? They are typically groups of people who have come together to support a common purpose. Right?

I believe many of these groups have fallen into the trap of losing touch with the core purpose that brought the initial group of people together in the first place.

They have lost their raison d’etre.

In the beginning, most clubs start off as communities. In fact, the definition of a club is “an association of two or more people united by a common interest or goal.” Which is pretty similar to this definition of a community: a “self-organized network of people with common agenda, cause, or interest, who collaborate by sharing ideas, information, and other resources.”

So what goes wrong? How and why do clubs and associations lose their sense of purpose?

First, let’s take a quick look at how a community might grow in an ideal setting. Watch the short animation below before you read on:

[Read the rest of this post on opensource.com]

OpenIDEO: a new experiment in open innovation

This week, those smart folks over at IDEO launched a new project they are calling OpenIDEO. If you aren’t familiar with IDEO yet, you should be—they are the poster children for design thinking specifically and 21st century innovation more generally.

IDEO has been responsible for groundbreaking designs of everything from computer mice to toothbrushes to brand experiences, and it is the home of superstar thinkers like Tim Brown (author of the recent book called Change By Design) and Tom Kelley (author of The Art of Innovation and The Ten Faces of Innovation).

What is OpenIDEO? Here’s what the website says:

OpenIDEO is a place where people design better, together for social good. It’s an online platform for creative thinkers: the veteran designer and the new guy who just signed on, the critic and the MBA, the active participant and the curious lurker.

So it is basically an experiment in open innovation, a place where IDEO can be the catalyst of a conversation among really smart folks from different disciplines that might lead to solutions for big, complex social problems.

If you are a skeptic, you might immediately wonder what’s in it for IDEO. One person asked whether IDEO planned to make money with the “crowd’s” ideas, and Tim Brown answered like this:

[Read the rest of this post on opensource.com]

Is your culture made of gold or fool’s gold?

When I hear people talk about how awesome their organizational culture is, I often find myself wondering what sort of “great” culture it is.

For me, great cultures fall into two categories: entitlement and mission-driven. Those “best places to work” lists don’t usually make a distinction, but I do. Here is the difference:

Entitlement cultures

The surest sign of an entitlement culture? When someone tells you why they like their work, they give you an example of a benefit not related to the work itself. Some examples:

I get on-site daycare.
I get free snacks and drinks.
We have great health benefits.
We have a flexible work-from-home policy.

From what I’ve observed, entitlement-driven cultures resonate most with people who have a deeply held desire for safety, security, and quality of life.

Mission-driven cultures

It’s no secret that I believe organizations with a strong shared purpose, mission, or vision beyond the bottom line have a huge advantage over those that don’t. I was able to witness the power of a mission-driven culture first hand at Red Hat, and I see these cultures all of the time in the both the open source and design worlds.

Ask someone why they like working in a mission-driven organization, and they are likely to say things like these:

I believe in what we are doing.
I love coming to work every day.
I leave work each day with a sense of accomplishment.
I am changing the world.

My personal experience has been that mission-driven cultures resonate most with people who have a deeply held desire to find meaning in their work above all else.

Can companies have both cultures at once, and be both entitlement-driven and mission-driven? Absolutely!

And a culture where people believe in what they do and enjoy safety, security, and quality of life is the best kind, right? Let me be controversial:

I don’t think that is true.

[Read the rest of this post on opensource.com]

Quit marketing now tip #1: default to personal communication

Ah, poor marketing.

It has definitely been a rough patch for marketing the last few years. From those predicting that [fashionable term X] is the “new” marketing (social media! engagement! community-building! customer experience! design! communications!) to those predicting its outright demise, there are a lot of people looking past marketing to whatever comes next.

It's hard for me to say I'm sorry for putting a picture of Chicago in this blog post. I just want you to know.

For many of us, marketing is what we know. We’ve been practicing marketing so long, it is, to paraphrase Chicago (yes, I just did that), a “hard habit to break.”

So if you’ve been tearfully exclaiming, “I wish I knew how to quit you, marketing!” I come bearing hope. What follows is the first in a series of things you can do right now to break marketing’s hold on you. Quitting has to start somewhere. It might as well be here.

First, a short history:

In the beginning, communications were personal. I’m sure it all started when Og was sitting in the cave talking to Grog about his new stone arrowhead design, responding to Grog’s questions and telling stories about all of the animals he had killed with the new arrowhead (brand positioning: lighter design, so you can throw farther, kill bigger, and feed your clan better).

Fast forward to the Industrial Revolution, and all of the sudden we humans were creating goods and services that could be delivered to many more people at once than ever before. While this was fantastic, and made a lot of people a lot of money, the downside was that we could no longer communicate the benefits of the goods we were making to each person individually.

So we developed new ways of communicating to many people at once—mass communications. Along the way, the idea of marketing was born (fun fact: a telegraph was used for mass unsolicited spam as early as 1864!).

And all was awesome. For about 100 years or so.

Continue reading →

Why the open source way trumps the crowdsourcing way

A while back, I wrote an article about why the term crowdsourcing bugs me. Another thing that drives me nuts? When people confuse crowdsourcing and open source. My friend David Burney wrote an interesting post on this subject a while back highlighting the differences.

It finally hit me the other day just why the open source way seems so much more elegantly designed (and less wasteful) to me than what I’ll call “the crowdsourcing way.”

1. Typical projects run the open source way have many contributors and many beneficiaries.

2. Typical projects run the crowdsourcing way have many contributors and few beneficiaries.

It’s such a simple concept, it seems obvious. Let’s look at a few examples to illustrate why this simple difference means so much.

[Read the rest of this post on opensource.com]

Can truly great design be done the open source way?

A few weeks ago, I wrote an article about Apple and open innovation. The discussion in the comments about Apple’s success, despite their non-openness, was pretty interesting. Greg DeKoenigsberg started things off with this salvo:

“No community could build something as gorgeous as the iPhone; it requires the singular vision of a beautiful fascist, and the resources of a gigantic company, and a world full of users who would happily trade simplicity and certainty for the ability to tinker.”

I think few people would argue that one of Apple’s greatest strengths is their amazingly consistent, and consistently beautiful, design work. And when I say design, I mean both “little d design” (their stuff looks awesome) and “big D Design” (their systems, processes, and experiences are expertly rendered).

From a design perspective, Apple has figured out how to make lightning strike in the same place over and over again.

Today, I want to ask a question that I’ve been thinking about for a long time:

Can truly great design be done the open source way?

Meaning, can a group of people designing collaboratively, out in the open, ever do the kind of consistently beautiful design work that Apple does? Or is Greg right, that “no community could build something as gorgeous as the iPhone”?

Both of my partners at New Kind, David Burney and Matt Muñoz, are designers by background. Both of them have significant open source experience (David spent almost 5 years as the VP of Communications at Red Hat, Matt worked on many Red Hat projects, including designing the Fedora logo), so the three of us have talked about this subject many times before.

[Read the rest of this post on opensource.com]