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Guidestar	
  Annual	
  Learning	
  Conference:	
  Donor	
  Edge	
  
Design	
  Lab	
  
Healthy	
  and	
  Happy	
  Nonprofit:	
  	
  Strategies	
  for	
  Impact	
  without	
  Burnout	
  
Facilitator:	
  	
  Beth	
  Kanter,	
  Trainer,	
  Speaker,	
  and	
  Author	
  
Alliance	
  of	
  Nonprofit	
  Management	
  Conference	
  
Beth	
  Kanter:	
  	
  Master	
  Trainer,	
  Author,	
  	
  Speaker	
  and	
  Blogger	
  
@kanter	
  
Design	
  Thinking	
  
Behaviors	
  
•  	
  Engagement	
  with	
  people	
  
•  	
  Itera=on	
  
•  	
  Interdisciplinary	
  collabora=on	
  
It	
  isn’t	
  …	
  
•  Something	
  en=rely	
  new	
  
•  A	
  one-­‐shot	
  deal	
  
•  A	
  one-­‐size-­‐fits-­‐all	
  development	
  process	
  
Reduces	
  overall	
  development	
  costs	
  and	
  mi=gates	
  the	
  risk	
  
of	
  big	
  	
  failure	
  
	
  
•  Helps	
  organiza=ons	
  get	
  the	
  right	
  solu=on,	
  faster	
  
•  Equips	
  you	
  to	
  tame	
  highly	
  complex	
  problems	
  
•  Promotes	
  collabora=on	
  and	
  problem	
  solving	
  
•  Provides	
  teams	
  a	
  framework	
  for	
  repeatable	
  innova=on	
  
•  Helps	
  culture	
  change	
  
Design Lab:  Reinventing the Nonprofit Work Ethnic
Design Lab:  Reinventing the Nonprofit Work Ethnic
•  Leave the room
with some new
ideas about how
to integrate self-
care into your
nonprofit
workplace
•  Beth gets user
research for her
book
Agenda OUTCOMES
• 	
  Interac=ve	
  
• 	
  Co-­‐Learning	
  
• 	
  Everyone	
  is	
  a	
  designer	
  
FRAMING
Design	
  Lab	
  
Overview	
  
	
  
Looking:	
  	
  Interviews	
  
	
  
Understanding:	
  	
  	
  	
  
Rose,	
  Bud,	
  Thorn	
  
Affinity	
  Mapping	
  
Problem	
  Defini=on	
  
	
  
Break	
  
	
  
Making	
  
Round	
  Robin	
  
Rapid	
  Prototyping	
  
	
  
Presenta=ons	
  
	
  
Reflec=on	
  
	
  
	
  
Happy	
  Healthy	
  Nonprofit	
  
Hard	
  Skills	
  
	
  
Management	
  
Financial	
  Systems	
  
Strategic	
  Planning	
  
Program	
  Plans	
  
EvaluaFon	
  
Sustainability	
  
	
  
SoG	
  Skills	
  
	
  
Pillars	
  of	
  Self-­‐Care	
  
Culture	
  of	
  replenishment	
  
Managing	
  technology	
  and	
  
informa=on	
  overload	
  
Effec=ve	
  team	
  work	
  habits	
  
and	
  communica=on	
  
Scaling	
  A	
  Healthy	
  and	
  Happy	
  
Culture	
  
Mindful	
  Leadership	
  
•  How	
  might	
  we	
  encourage	
  nonprofit	
  leaders	
  
and	
  people	
  who	
  work	
  for	
  nonprofits	
  that	
  a	
  
healthier	
  way	
  of	
  working	
  leads	
  to	
  beWer	
  
results?	
  	
  
•  How	
  might	
  we	
  encourage	
  self-­‐care	
  at	
  the	
  
individual	
  and	
  organiza=onal	
  level	
  as	
  a	
  
strategy	
  for	
  success	
  and	
  sustainability?	
  
Problem	
  Statements	
  
Looking	
  
Careful investigation
Curiosity
Objectivity
Empathy
Engage all senses
Looking/Listening
Meaning
Looking:	
  	
  Ethnographic	
  Research	
  
•  Helps	
  you	
  gain	
  
informa=on	
  directly	
  
•  Challenges	
  your	
  
preconcep=ons	
  
•  Deepens	
  your	
  empathy	
  
for	
  others	
  
•  Builds	
  credibility	
  with	
  
stakeholders	
  
Interviews	
  
Fly	
  on	
  the	
  Wall	
  
Contextual	
  	
  Inquiry	
  
Walk	
  A	
  Mile	
  Immersion	
  
Looking:	
  Interviewing	
  
Interview	
  #1:	
  	
  	
  	
  
Partner	
  B	
  ask	
  Partner	
  A	
  to	
  walk	
  you	
  
through	
  their	
  typical	
  work	
  day	
  at	
  or	
  for	
  
a	
  nonprofit.	
  	
  	
  Partner	
  B	
  listen	
  and	
  take	
  
notes.	
  	
  (5	
  minutes)	
  
	
  
	
  
Switch	
  Roles	
  and	
  repeat	
  interviews	
  (5	
  
minutes)	
  
	
  
	
  
	
  
	
  
	
  
	
  
A	
   B	
  
Looking:	
  Interviewing	
  
Interview	
  #2:	
  	
  
Partner	
  B	
  ask	
  Partner	
  A	
  ask	
  what	
  they	
  
observed	
  at	
  their	
  nonprofits	
  or	
  other	
  
nonprofits	
  about	
  a]tudes	
  and	
  
behaviors	
  related	
  to	
  self-­‐care	
  in	
  the	
  
workplace?	
  	
  Partner	
  A	
  listen	
  and	
  take	
  
notes.	
  	
  	
  (5	
  minutes)	
  
	
  
Switch	
  Roles	
  and	
  Repeat	
  Interviews	
  (5	
  
minutes)	
  
	
  
	
  
A	
   B	
  
Understanding:	
  Individual	
  and	
  Group	
  
Deep understanding
Thoughtful Analysis
Problem Framing
•  What	
  types	
  of	
  self-­‐care	
  ac=vi=es	
  
are	
  they	
  already	
  doing	
  or	
  have	
  
observed?	
  
•  What	
  is	
  a	
  challenge	
  to	
  self-­‐care	
  
personally	
  and	
  organiza=onal	
  
culture?	
  
•  What	
  is	
  an	
  opportunity	
  for	
  self-­‐
care	
  individually	
  and	
  organiza=onal	
  
culture?	
  
	
  
	
  
	
  
Understanding:	
  Insights	
  from	
  Research	
  
Group	
  Discussion	
  
Take	
  Notes	
  
Write	
  on	
  SFcky	
  Notes	
  
(10	
  minutes)	
  
20-­‐30	
  Minutes	
  
Group	
  Understanding:	
  Affinity	
  Clustering	
  	
  
•  Iden=fies	
  paWerns	
  
•  Helps	
  to	
  iden=fy	
  issues	
  and	
  
insights	
  
•  Reveals	
  thema=c	
  paWerns	
  
•  Builds	
  a	
  shared	
  
understanding	
  
•  Facilitator	
  Tips	
  
Affinity	
  Cluster	
  
Problem	
  Framing:	
  	
  Brainstorm	
  Design	
  QuesFons	
  
•  Helps	
  us	
  ask	
  right	
  
ques=ons	
  for	
  idea=on	
  
•  Challenges	
  our	
  
assump=ons	
  
•  Helps	
  us	
  see	
  different	
  
perspec=ves	
  
•  Invites	
  divergent	
  thinking	
  
•  How	
  might	
  we	
  …	
  
5	
  minutes	
  
Need	
  a	
  Volunteer	
  
Problem	
  Framing:	
  SFcky	
  Dot	
  VoFng	
  
•  Vo=ng	
  –	
  best	
  design	
  
ques=on	
  
•  Each	
  person	
  get	
  2	
  red	
  
dots	
  	
  
•  Pick	
  one	
  for	
  next	
  step	
  
5	
  minutes	
  
Break	
  
Making:	
  	
  IdeaFon	
  
Generative
Collaborative
Idea Generation
Lots of Ideas
Round	
  Robin:	
  	
  Group	
  Concept	
  IdeaFon	
  
•  Some=mes	
  the	
  collec=ve	
  voice	
  of	
  
several	
  speaks	
  more	
  powerfully	
  than	
  a	
  
single	
  voice	
  alone.	
  	
  	
  	
  	
  
•  Round	
  Robin	
  allows	
  for	
  the	
  genera=on	
  
of	
  fresh	
  ideas	
  by	
  providing	
  a	
  format	
  for	
  
group	
  authorship.	
  
•  As	
  an	
  idea	
  is	
  passed	
  around	
  from	
  person	
  
to	
  person,	
  it	
  can	
  grow	
  and	
  change	
  in	
  
unexpected	
  ways	
  and	
  uncover	
  original	
  
ideas	
  
•  Par=cipants	
  inherit	
  and	
  build	
  up	
  on	
  each	
  
other’s	
  ideas.	
  
•  Even	
  if	
  idea	
  seems	
  crazy	
  or	
  impossible,	
  it	
  
might	
  contain	
  the	
  seed	
  of	
  something	
  
great	
  
•  The	
  result	
  is	
  that	
  the	
  idea	
  is	
  bigger	
  than	
  
one	
  person	
  could	
  imagine	
  on	
  their	
  own	
  
INSERT	
  Statement	
  
Round	
  Robin:	
  	
  Group	
  Concept	
  IdeaFon	
  
•  Write	
  down	
  the	
  design	
  brainstorm	
  
ques=on	
  
•  Write	
  down	
  an	
  unconven=onal	
  
solu=on	
  
•  Collect	
  worksheets	
  and	
  redistribute	
  
worksheets	
  
•  Write	
  down	
  all	
  the	
  reasons	
  why	
  the	
  
solu=on	
  will	
  fail	
  
•  Write	
  down	
  your	
  table	
  number	
  on	
  
the	
  paper	
  
•  Collect	
  worksheets	
  and	
  redistribute	
  
•  Revise	
  the	
  solu=on	
  
•  Collect	
  worksheets	
  and	
  pass	
  to	
  next	
  
table	
  
15	
  minutes	
  
SEND	
  Your	
  Inner	
  CriFc	
  on	
  VacaFon	
  
Exercise:	
  	
  Yes,	
  You	
  Can	
  Draw!	
  
.	
  
CongratulaFons	
  You	
  Can	
  Draw!	
  You’re	
  A	
  Designer!	
  
Making:	
  Prototyping	
  
Explain concept to others
Get feedback to iterate
Helps people imagine it
OpFon	
  1:	
  Concept	
  Poster	
  
30	
  minutes	
  
Be	
  CreaFve!	
  
Debrief	
  
•  Teams	
  will	
  get	
  3	
  minutes	
  to	
  
debrief	
  
Visualize	
  the	
  Vote:	
  Debrief	
  Ideas/PrioriFze	
  
•  Vo=ng	
  –	
  best	
  overall	
  
concept	
  and	
  best	
  
details	
  
•  Each	
  person	
  get	
  5	
  red	
  
dots	
  and	
  1	
  green	
  dots	
  
•  Debrief	
  
Closure	
  
•  Just	
  two	
  words	
  as	
  your	
  takeaway	
  
•  Feedback	
  on	
  the	
  process	
  
•  Group	
  photo	
  

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Design Lab: Reinventing the Nonprofit Work Ethnic

  • 1. Guidestar  Annual  Learning  Conference:  Donor  Edge   Design  Lab   Healthy  and  Happy  Nonprofit:    Strategies  for  Impact  without  Burnout   Facilitator:    Beth  Kanter,  Trainer,  Speaker,  and  Author   Alliance  of  Nonprofit  Management  Conference  
  • 2. Beth  Kanter:    Master  Trainer,  Author,    Speaker  and  Blogger   @kanter  
  • 3. Design  Thinking   Behaviors   •   Engagement  with  people   •   Itera=on   •   Interdisciplinary  collabora=on   It  isn’t  …   •  Something  en=rely  new   •  A  one-­‐shot  deal   •  A  one-­‐size-­‐fits-­‐all  development  process   Reduces  overall  development  costs  and  mi=gates  the  risk   of  big    failure     •  Helps  organiza=ons  get  the  right  solu=on,  faster   •  Equips  you  to  tame  highly  complex  problems   •  Promotes  collabora=on  and  problem  solving   •  Provides  teams  a  framework  for  repeatable  innova=on   •  Helps  culture  change  
  • 6. •  Leave the room with some new ideas about how to integrate self- care into your nonprofit workplace •  Beth gets user research for her book Agenda OUTCOMES •   Interac=ve   •   Co-­‐Learning   •   Everyone  is  a  designer   FRAMING Design  Lab   Overview     Looking:    Interviews     Understanding:         Rose,  Bud,  Thorn   Affinity  Mapping   Problem  Defini=on     Break     Making   Round  Robin   Rapid  Prototyping     Presenta=ons     Reflec=on      
  • 7. Happy  Healthy  Nonprofit   Hard  Skills     Management   Financial  Systems   Strategic  Planning   Program  Plans   EvaluaFon   Sustainability     SoG  Skills     Pillars  of  Self-­‐Care   Culture  of  replenishment   Managing  technology  and   informa=on  overload   Effec=ve  team  work  habits   and  communica=on   Scaling  A  Healthy  and  Happy   Culture   Mindful  Leadership  
  • 8. •  How  might  we  encourage  nonprofit  leaders   and  people  who  work  for  nonprofits  that  a   healthier  way  of  working  leads  to  beWer   results?     •  How  might  we  encourage  self-­‐care  at  the   individual  and  organiza=onal  level  as  a   strategy  for  success  and  sustainability?   Problem  Statements  
  • 10. Looking:    Ethnographic  Research   •  Helps  you  gain   informa=on  directly   •  Challenges  your   preconcep=ons   •  Deepens  your  empathy   for  others   •  Builds  credibility  with   stakeholders   Interviews   Fly  on  the  Wall   Contextual    Inquiry   Walk  A  Mile  Immersion  
  • 11. Looking:  Interviewing   Interview  #1:         Partner  B  ask  Partner  A  to  walk  you   through  their  typical  work  day  at  or  for   a  nonprofit.      Partner  B  listen  and  take   notes.    (5  minutes)       Switch  Roles  and  repeat  interviews  (5   minutes)               A   B  
  • 12. Looking:  Interviewing   Interview  #2:     Partner  B  ask  Partner  A  ask  what  they   observed  at  their  nonprofits  or  other   nonprofits  about  a]tudes  and   behaviors  related  to  self-­‐care  in  the   workplace?    Partner  A  listen  and  take   notes.      (5  minutes)     Switch  Roles  and  Repeat  Interviews  (5   minutes)       A   B  
  • 13. Understanding:  Individual  and  Group   Deep understanding Thoughtful Analysis Problem Framing
  • 14. •  What  types  of  self-­‐care  ac=vi=es   are  they  already  doing  or  have   observed?   •  What  is  a  challenge  to  self-­‐care   personally  and  organiza=onal   culture?   •  What  is  an  opportunity  for  self-­‐ care  individually  and  organiza=onal   culture?         Understanding:  Insights  from  Research   Group  Discussion   Take  Notes   Write  on  SFcky  Notes   (10  minutes)  
  • 15. 20-­‐30  Minutes   Group  Understanding:  Affinity  Clustering     •  Iden=fies  paWerns   •  Helps  to  iden=fy  issues  and   insights   •  Reveals  thema=c  paWerns   •  Builds  a  shared   understanding   •  Facilitator  Tips  
  • 16. Affinity  Cluster   Problem  Framing:    Brainstorm  Design  QuesFons   •  Helps  us  ask  right   ques=ons  for  idea=on   •  Challenges  our   assump=ons   •  Helps  us  see  different   perspec=ves   •  Invites  divergent  thinking   •  How  might  we  …   5  minutes   Need  a  Volunteer  
  • 17. Problem  Framing:  SFcky  Dot  VoFng   •  Vo=ng  –  best  design   ques=on   •  Each  person  get  2  red   dots     •  Pick  one  for  next  step   5  minutes  
  • 19. Making:    IdeaFon   Generative Collaborative Idea Generation Lots of Ideas
  • 20. Round  Robin:    Group  Concept  IdeaFon   •  Some=mes  the  collec=ve  voice  of   several  speaks  more  powerfully  than  a   single  voice  alone.           •  Round  Robin  allows  for  the  genera=on   of  fresh  ideas  by  providing  a  format  for   group  authorship.   •  As  an  idea  is  passed  around  from  person   to  person,  it  can  grow  and  change  in   unexpected  ways  and  uncover  original   ideas   •  Par=cipants  inherit  and  build  up  on  each   other’s  ideas.   •  Even  if  idea  seems  crazy  or  impossible,  it   might  contain  the  seed  of  something   great   •  The  result  is  that  the  idea  is  bigger  than   one  person  could  imagine  on  their  own  
  • 21. INSERT  Statement   Round  Robin:    Group  Concept  IdeaFon   •  Write  down  the  design  brainstorm   ques=on   •  Write  down  an  unconven=onal   solu=on   •  Collect  worksheets  and  redistribute   worksheets   •  Write  down  all  the  reasons  why  the   solu=on  will  fail   •  Write  down  your  table  number  on   the  paper   •  Collect  worksheets  and  redistribute   •  Revise  the  solu=on   •  Collect  worksheets  and  pass  to  next   table   15  minutes  
  • 22. SEND  Your  Inner  CriFc  on  VacaFon  
  • 23. Exercise:    Yes,  You  Can  Draw!   .  
  • 24. CongratulaFons  You  Can  Draw!  You’re  A  Designer!  
  • 25. Making:  Prototyping   Explain concept to others Get feedback to iterate Helps people imagine it
  • 26. OpFon  1:  Concept  Poster   30  minutes  
  • 28. Debrief   •  Teams  will  get  3  minutes  to   debrief  
  • 29. Visualize  the  Vote:  Debrief  Ideas/PrioriFze   •  Vo=ng  –  best  overall   concept  and  best   details   •  Each  person  get  5  red   dots  and  1  green  dots   •  Debrief  
  • 30. Closure   •  Just  two  words  as  your  takeaway   •  Feedback  on  the  process   •  Group  photo