Wallet Facilitators Guide
Wallet Facilitators Guide
Wallet Facilitators Guide
G u i d e :
l i t ato r ’s s,
Faci e aw a y
i ng nts, tak
p oi s i d e.
ta l k ion s i n
Script, c o ns i d e rat
t u p
and se
The Wallet Project
A little background on the project
The project you’re holding in your hands is an iteration on the d.school’s iconic “Wallet Project.” The original wallet project was created as an introduction to design
thinking for the d.school’s inaugural Boot Camp class in the Winter of 2006. It has since been contributed to, modified, stretched, and evolved by many d.school
collaborators.
The Wallet Project is an immersive activity meant to give participants a full cycle through the design thinking process in as short a time as possible. The project
itself gives facilitators the opportunity to touch on the fundamental values of the d.school—human-centered design, a bias towards action, and a culture of iteration
and rapid prototyping—without attempting to communicate all of the methods and activities that the term “design thinking” encompasses.
Why did we choose a wallet as the starting point for the introductory design challenge?
* everyone has experience with a wallet, or another way to carry cash, cards, and ID
* the wallet and its contents have the potential to evoke a range of meaning and the larger context of a person’s life
* wallet as a starting point enables a wide range of potential innovation outcomes (we’ve seen objects, experiences, services, systems, and spaces!)
* having a physical artifact in-hand allows for immediate recall of experiences (participants can gain empathy for one another in the room)
It is certainly possible to facilitate a similar project with a different topic—and you may choose to in order to amp up a particular aspect you think is important
for your group of participants. For example, we have done the “oral-hygiene project” to make it more personal and had participants observe their partners in
their homes previous to the beginning of the workshop. We also do a “redesign the gift-giving experience” version, with the aim to encourage participants to
create services, experiences, and systems. If you decide to change the topic [you can simply change the instructions for the first two steps], be mindful of the
considerations we listed above and scope it in a way that is both wide-open to possibilities but also manageable for participants.
Having created learning experiences for students of all cultures, ages, disciplines, and industries, we have found that engaging in projects provides a much richer
learning experience than listening to a “talking head” does. As such, our bias is to provide limited scaffolding to allow participants to do, and then to facilitate
a reflection that invites the participants themselves to extract the meaningful learning opportunities from the experience. We teach in teams at the d.school
because we have found that this approach tends to create a conversation in the classroom, as opposed to the one-way communication that often transpires in
more lecture-driven formats. We relish the diversity of perspectives that emerge when faculty from diverse backgrounds instruct, and even disagree in front of, a
class. One great way to run the Wallet Project with two people, is for one to take lead (concentrating on communicating the instructions, logistics, and timing), and
the other person to provide color (communicating the nuances, offering encouragement, and providing helpful tips).
How to set up and kickoff the project
Set up the room so that participants are standing (this is an ideal, not a requirement), with access to a horizontal space for note taking.
Space should be configured to allow for participants to pair up near one another easily.
Cocktail style—small, standing height—tables are nice to have.
The kick-off:
d.
Design the IDEAL wallet.
How to facilitate this step
Draw
Switch roles & repeat Interview Switch roles & repeat Interview
d.
Start by gaining empathy.
How to facilitate these steps
EMPATHIZE DEFINE IDEATE PROTOTYPE TEST
“As a starting point, ask your partner to walk you through the contents of their wallet.”
“When do they carry their wallet? Why do they have a particular card in there? What do the things in their wallet tell you about their life?”
Tell them to take note of things they find interesting or surprising.
“Let’s begin!” (Don’t forget to start playing the upbeat music now.)
2—Dig deeper
After the first set of interviews, tell them to follow up on things that intrigued them during the first interview.
name
needs a way to .
user’s need
insight
d.
Reframe the problem.
How to facilitate these steps
EMPATHIZE DEFINE IDEATE PROTOTYPE TEST
3—Capture findings
Tell them to individually take a few minutes to collect their thoughts and
reflect on what they’ve learned about their partner.
“‘Insights’ are discoveries that you might be able to leverage when creating solutions.”
“For example, you might have discovered the insight that buying with cash makes your partner value the purchase more and take more care with decisions.”
Now tell them to select the most compelling need and most interesting insight to articulate a problem statement.
“This is the statement that you’re going to address with your design,
so make sure it’s juicy and actionable!”
“It should feel like a problem worth tackling!”
“Bonus points if you can describe your partner with adjectives and nouns more descriptive than their name alone.”
Ideate: generate alternatives to test.
5 Sketch 3-5 radical ways to meet your user’s needs. 5min
write your problem statement above
6 Share your solutions & capture feedback. 10min (2 sessions x 5 minutes each)
Notes
5—Sketch to Ideate
Have them rewrite their problem statement at the top of the page.
d.
Iterate based on feedback.
How to facilitate this step
EMPATHIZE DEFINE IDEATE PROTOTYPE TEST
They’ve had a chance to share their sketches with their partners and collect feedback.
“Try to provide as much detail and color around your idea as possible.”
“How might this solution fit into the context of your partner’s life?”
“When and how might they handle or encounter your solution?”
While participants are working, grab the prototyping materials if you have not already.
Build and test.
8 Build your solution. 9 Share your solution and get feedback.
Make something your partner can interact with!
+ What worked... - What could be improved...
[not here]
? Questions... ! Ideas...
8—Build!
Tell participants to use the idea they just sketched as a blueprint for a tangible manifestation of their solution.
“MAKE something that your partner can engage and interact with.”
“If your solution is a service or a system,
create a scenario that allows your partner to experience this innovation.”
“Use whatever materials are available to you—including space!”
Provide some urgency and excitement in your voice—you want to get them building immediately.
“Be scrappy and quick—you only have a few minutes!!”
Explain that one partner will have time to share and collect feedback, and then they will switch so the other partner can share.
“Now you’re going to have the opportunity to share your prototype with your partner.”
Validation of the prototype is not the point—it should be an artifact that facilitates a new, targeted conversation.
This step is important! A well facilitated reflection has the power to turn this exercise from simply a fun
activity to a meaningful experience that could impact the way participants approach innovation in the future.
Quickly pull together a few tables that everyone can gather around.
“Who had a partner who created something that you really like?”
“Who sees something they are curious to learn more about?”
Ask for the person who created the prototype and engage them in the conversation.
“How did talking to your partner inform your design?”
“How did testing and getting feedback impact your final design?”
“What was the most challenging part of the process for you?”
The key to leading this conversation is to relate the activity to the big takeaways you want to illustrate.
Some of core values of design thinking that would be great to draw out include:
Human-centered design: Empathy for the person or people you are designing for, and feedback from users, is fundamental to good design.
Experimentation and prototyping: Prototyping is not simply a way to validate your idea; it is an integral part of your innovation process. We build to think and learn.
A bias towards action: Design thinking is a misnomer; it is more about doing that thinking. Bias toward doing and making over thinking and meeting.
Show don’t tell: Creating experiences, using illustrative visuals, and telling good stories communicate your vision in an impactful and meaningful way.
Power of iteration: The reason we go through this exercise at a frantic pace is that we want people to experience a full design cycle. A person’s fluency with design
thinking is a function of cycles, so we challenge participants to go through as many cycles as possible—interview twice, sketch twice, and test with your partner
twice. Additionally, iterating solutions many times within a project is key to successful outcomes.