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O N L I N E
5
handy tips
for smoother
workshops
Designer
Manager
Analyst
Developer
Goals Story
Needs Pains
Seller personaBuyer persona
Goals Story
Needs Pains
John
Jane
Julia
Josh
1
Split the team into workgroups of 2 or 3
people and assign independent tasks.
After the exercise, do a 10-minute cross-
review with the whole team and fill in the
gaps. As a result, you’ll get more valuable
content and less arguing.
It’s always hard to facilitate a team of
stakeholders with different opinions, and
online, it gets way harder.
Divide
and
conquer
Goals
Please fill in as many cards with corresponding information as you can.
Feel free to add new cards if needed (the “plus” icon in the menu).
Pain points Needs and wants
Something a persona tries
to achieve, ultimate goals
of their work
Pains are things that don’t allow a
persona to achieve the goals or that
make this process less efficient
These are things that enable achieving
the goals and make this process more
efficient and pleasant
2
Prepare
templates
It can be helpful to pre-format empty
post-its for team members to fill in. You
can also add examples of effective post-
its and explanations so that people
know what to do in the workshop.
Participants new to online workshops
might not understand what information
and in which format they are supposed
to type on digital post-its.
3
Allow to
play with
the tool Create a test file or multiple files with
dummy data and invite participants to
play around with it a week before the
workshop. As a result, you’ll save a lot of
time on introductory explanations.
Your team might understand the overall
workshopping experience, but it doesn’t
guarantee that they are familiar with the
collaboration tool you are going to use.
Untitled board
5. Rename this board
1. Add text to
the card below
6. Move
this card
to another
board
2. Try
editing the
text here
3. Move
me into
the board
4. Move
me out of
the board
7. Delete
this card
Please try the following actions to get acquainted with the tool.
Test user
4
Pre-fill
existing
data It’ll be more efficient if you prepare the
cards, empty boards, and canvases in
advance and ask the participants to
simply group, rank, or vote for things.
If the goal of the workshop is to organize
existing data — features, tasks, or needs
— you could lose a lot of time making
the team type all the information.
Group of needs 1 Group of needs 2 Group of needs 3
Group the cards and name the groups accordingly
5
Color-
code the
cards
You can bring more order to the process
through color. For example, yellow and
red can both mean pain points, but
yellow is for the first persona and red for
the other one. Using color-coding, you’ll
be able to notice patterns in the data.
After the workshop, it can be hard to
recall what each card means and what
the context of its creation was.
Budget Efficiency
Seller
Buyer
Pain points
Pain points
Needs
Needs
eleks.design

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Online Workshops Broshure

  • 1. O N L I N E 5 handy tips for smoother workshops Designer Manager Analyst Developer
  • 2. Goals Story Needs Pains Seller personaBuyer persona Goals Story Needs Pains John Jane Julia Josh 1 Split the team into workgroups of 2 or 3 people and assign independent tasks. After the exercise, do a 10-minute cross- review with the whole team and fill in the gaps. As a result, you’ll get more valuable content and less arguing. It’s always hard to facilitate a team of stakeholders with different opinions, and online, it gets way harder. Divide and conquer
  • 3. Goals Please fill in as many cards with corresponding information as you can. Feel free to add new cards if needed (the “plus” icon in the menu). Pain points Needs and wants Something a persona tries to achieve, ultimate goals of their work Pains are things that don’t allow a persona to achieve the goals or that make this process less efficient These are things that enable achieving the goals and make this process more efficient and pleasant 2 Prepare templates It can be helpful to pre-format empty post-its for team members to fill in. You can also add examples of effective post- its and explanations so that people know what to do in the workshop. Participants new to online workshops might not understand what information and in which format they are supposed to type on digital post-its.
  • 4. 3 Allow to play with the tool Create a test file or multiple files with dummy data and invite participants to play around with it a week before the workshop. As a result, you’ll save a lot of time on introductory explanations. Your team might understand the overall workshopping experience, but it doesn’t guarantee that they are familiar with the collaboration tool you are going to use. Untitled board 5. Rename this board 1. Add text to the card below 6. Move this card to another board 2. Try editing the text here 3. Move me into the board 4. Move me out of the board 7. Delete this card Please try the following actions to get acquainted with the tool. Test user
  • 5. 4 Pre-fill existing data It’ll be more efficient if you prepare the cards, empty boards, and canvases in advance and ask the participants to simply group, rank, or vote for things. If the goal of the workshop is to organize existing data — features, tasks, or needs — you could lose a lot of time making the team type all the information. Group of needs 1 Group of needs 2 Group of needs 3 Group the cards and name the groups accordingly
  • 6. 5 Color- code the cards You can bring more order to the process through color. For example, yellow and red can both mean pain points, but yellow is for the first persona and red for the other one. Using color-coding, you’ll be able to notice patterns in the data. After the workshop, it can be hard to recall what each card means and what the context of its creation was. Budget Efficiency Seller Buyer Pain points Pain points Needs Needs