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Kick off a design project

To organize a project from day one. In each step, choose one or more entries; open “How it’s used” to decide without leaving this page.

  1. Step 1

    Choose the approach

    The perspective you will look at the problem from.

    How it’s used

    An approach that designs from the people who will use something: understand their context, involve them, test with them and repeat until it works.

    How it’s done

    1. Understand people and their context.
    2. Propose ideas and prototypes.
    3. Test with them and start again.
    Avoid
    Calling a project human-centered when nobody has talked to the people it serves.
    Full entry, with sources
    How it’s used

    A way of tackling open problems with design methods: understanding people, reframing the problem, generating many options and learning by prototyping.

    How it’s done

    1. Understand and define. Observe people and reframe the problem with what you learn.
    2. Ideate. Many options before settling on one.
    3. Prototype and test. Build something quickly and learn from how people use it. If needed, go back.
    Avoid
    Reducing it to a workshop with sticky notes: without research with real people, it’s just brainstorming.
    Full entry, with sources
    How it’s used

    The collective creativity of designers and people not trained in design, applied throughout the whole process. It is a specific case of co-creation.

    How it’s done

    1. The design team prepares materials so anyone can create.
    2. People create from their own experience.
    3. Together, everyone interprets what was made and decides what to design.
    Avoid
    Inviting people to co-design when the solution has already been decided.
    Full entry, with sources
  2. Step 2

    Choose the process

    How to order the phases.

    How it’s used

    A four-phase process model (discover, define, develop and deliver) that alternates divergent and convergent thinking twice.

    How it’s done

    1. Diverge: open up options without judging.
    2. Converge: choose and narrow down.
    3. Doing it twice separates understanding the problem from solving it.
    Avoid
    Following it as a rigid waterfall: in practice you go back many times.
    Full entry, with sources
    How it’s used

    A five-day process in which a small team understands a problem, proposes solutions, chooses one, prototypes it, and tests it with five customers.

    How it’s done

    1. A small team meets for five days in a row.
    2. From Monday to Thursday it understands the problem, sketches, decides and prototypes.
    3. On Friday the prototype is tested with five customers.
    Avoid
    Running a sprint for small things that can simply be decided.
    Full entry, with sources
    How it’s used

    An approach that applies lean ideas to digital product design: form hypotheses, build the minimum to test them and learn fast, instead of delivering long documents.

    How it’s done

    1. Form a hypothesis and how to measure it.
    2. Build the minimum to test it.
    3. Learn and decide the next step.
    Avoid
    Using it as an excuse not to research or document anything.
    Full entry, with sources
    How it’s used

    Ways of working that integrate research and experience design into agile development, in short iterations and in parallel with the people who code.

    How it’s done

    1. While one cycle is being built, design prepares the next one.
    2. What was built in the previous cycle is tested with users.
    3. What you learn goes into the design of the next cycle.
    Avoid
    Reducing design to decorating what has already been coded.
    Full entry, with sources
  3. Step 3

    Understand the context

    Who has influence, who is affected, and how to look at the challenge.

    How it’s used

    A representation of the people, groups and organizations that can influence a project or be affected by it, with their weight and relationships.

    How it’s done

    1. List everyone who can influence or be affected.
    2. Place each stakeholder by their power and interest.
    3. Connect the relationships and what they exchange.
    Output
    A map of stakeholders and their relationships
    Avoid
    Doing it once and never looking at it again: stakeholders and their power change.
    Full entry, with sources
    How it’s used

    A map of all the people, organizations and systems involved in a service and what they exchange: information, money, products or trust.

    How it’s done

    1. List the actors: people, organizations and systems.
    2. Place them closer to the center the more direct the relationship.
    3. Draw with arrows what goes from one to another.
    Output
    A map of the actors in the service and what they exchange
    Avoid
    Drawing only your organization: the service also depends on others.
    Full entry, with sources
    How it’s used

    Four broad areas where design acts: symbolic and visual communication, material objects, activities and services, and complex systems or environments.

    How it works

    1. Locate which area you are looking at the problem from.
    2. Switch and look at it from another.
    3. Reframe what changes in the problem and in the solution.
    Avoid
    Reading them as a ranking in which systems are worth more than objects.
    Full entry, with sources
  4. Step 4

    Agree on principles

    Shared criteria for making decisions.

    How it’s used

    A short set of rules, drawn from research and the project's values, that guide design decisions so they are consistent.

    How it’s done

    1. They are drawn from insights and from the project's values.
    2. Write only a few, clear and easy to apply.
    3. They are used to decide and to review the work.
    Avoid
    Writing principles so general that anyone would agree (“be easy to use”).
    Full entry, with sources
  5. Step 5

    Plan the research

    What you need to know first.

    How it’s used

    A long, open, guided conversation with a single person to understand in detail their experiences, motivations and way of seeing a topic.

    How it’s done

    1. Prepare a guide of topics, not a closed questionnaire.
    2. Have a conversation following what the person tells you.
    3. Record and analyze looking for themes and quotes.
    Output
    Detailed accounts of experiences and motivations
    Avoid
    Asking for general opinions instead of concrete stories (“the last time you…”), asking leading questions or selling your idea.
    Full entry, with sources
    How it’s used

    Systematically comparing how other organizations or products solve the same problem, to find good practices and opportunities.

    How it’s done

    1. Choose references. Which products or services, and with what criteria.
    2. Explore and document. Screenshots, notes, strengths and weaknesses.
    3. Compare. Put them side by side and draw conclusions.
    Output
    A structured comparison of solutions, with good practices and opportunities
    Avoid
    Copying what competitors do without knowing whether it works for them.
    Full entry, with sources
    How it’s used

    Observing a situation from another field that shares a trait with the design problem; for example, waiting at an airport to rethink waiting at a hospital.

    How it’s done

    1. Choose the trait and the place.
    2. Observe and take notes.
    3. Transfer what you learned to the problem.
    Output
    Ideas drawn from a similar situation in another field
    Avoid
    Going on an outing without knowing what you are looking for.
    Full entry, with sources