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Needfinding Workbook

This workbook summarises a selection of user- centered approaches that can guide and support engineers and designers in identifying the unmet user needs in the real user environment. It will allow you to take practical action towards delivering value added, sustainable and user-centered products and services. This workbook starts with a focus on understanding the user’s context by framing a needfinding plan, continues by offering methodical steps to gain deep insight into user experiences and needs, and ends with practical advice for how to analyse these insights and co-create solutions that effectively meet customer needs.

This workbook summarises a selection of user- centered approaches that can guide and support engineers and designers in identifying the unmet user needs in the real user environment. It will allow you to take practical action towards delivering value added, sustainable and user-centered products and services.
This workbook starts with a focus on understanding the user’s context by framing a needfinding plan, continues by offering methodical steps to gain deep insight into user experiences and needs, and ends with practical advice for how to analyse these insights and co-create solutions that effectively meet customer needs.

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NEEDFINDING<br />

WORKBOOK<br />

F O I T<br />

For Need-driven Innovation


ARE YOU<br />

LOOKING<br />

TO …<br />

Understand the context of user<br />

behaviors<br />

Conduct a user study in the user<br />

environment<br />

Capture unmet needs<br />

Understand the needs of<br />

constituents better<br />

Find practical methods for<br />

identifying and collecting needs<br />

1


WHY A<br />

WORKBOOK<br />

?<br />

Because it focuses on needs, not solutions<br />

This workbook does not offer ideas or solutions. Instead,<br />

it offers techniques, methods, tips, and toolkits to guide<br />

you through a process that effectively identifies people’s<br />

needs.<br />

Because it can increase the speed and<br />

effectiveness of capturing unmet needs.<br />

<strong>Needfinding</strong> is an approach broken into a set of processes.<br />

This is so that you can pick and choose which techniques<br />

work best for your context and your situation.<br />

1


Table of<br />

Contents<br />

P3<br />

FRAME<br />

Steps of frame<br />

Keep in mind<br />

Stakeholder map<br />

Stakeholder matrix<br />

P5 TRANSLATE P23<br />

Toolbox<br />

OBSERVE P10 INTERACT P18<br />

Steps of transit<br />

Keep in mind<br />

Needs statement<br />

Observe & Interpret<br />

Needs matrix<br />

What to observe?<br />

Out of office<br />

Steps of observe<br />

Keep in mind<br />

PPIEA worksheet<br />

Work steps<br />

Steps of interact<br />

Keep in mind<br />

Interview worksheet<br />

P3 What is the workbook about?<br />

P30<br />

P31 P32 P33<br />

Why focus on needs?<br />

Appendix<br />

Overview Authors &<br />

Sources Licensing &<br />

Acknowledgements<br />

Usage<br />

What is needfinding?<br />

The needfinding process<br />

NEEDFINDING WORKBOOK >> TABLE OF CONTENTS<br />

2


Overview<br />

What is the workbook<br />

about?<br />

Why focus on needs? What is <strong>Needfinding</strong> ?<br />

This workbook summarises a selection of usercentered<br />

approaches that can guide and support<br />

engineers and designers in identifying the unmet<br />

user needs in the real user environment. It will allow<br />

you to take practical action towards delivering value<br />

added, sustainable and user-centered products<br />

and services.<br />

This workbook starts with a focus on understanding<br />

the user’s context by framing a needfinding plan,<br />

continues by offering methodical steps to gain<br />

deep insight into user experiences and needs, and<br />

ends with practical advice for how to analyse these<br />

insights and co-create solutions that effectively<br />

meet customer needs.<br />

Most designers intuitively understand that needs<br />

are important. They know that they do their best<br />

work solving people’s problems when they clearly<br />

understand what those problems are. However, an<br />

understanding of people’s needs can be leveraged<br />

across an entire business activity, providing value<br />

beyond the development of any single product.<br />

Needs last longer than any specific<br />

solution.<br />

Needs are opportunities waiting to be<br />

exploited, not guesses at the future.<br />

Needs provide a roadmap for<br />

development.<br />

Needs spur action.<br />

<strong>Needfinding</strong> is considered an applied approach to<br />

identifying, capturing and communicating human<br />

needs into the process of product innovation. It<br />

assumes that designers need to be involved at<br />

the early stages of product innovation to have an<br />

impact on the product definition.<br />

The development of <strong>Needfinding</strong> includes creation<br />

of new methods to complement the product<br />

innovation process. <strong>Needfinding</strong> is an approach<br />

which affects the whole product development<br />

process; thus, for example, context, culture, work<br />

environment and user experience, are included in<br />

the needfinding journey.<br />

NEEDFINDING WORKBOOK >> OVERVIEW<br />

3


The <strong>Needfinding</strong><br />

Process<br />

The process of needfinding goes<br />

through four main phases: Frame,<br />

Observe, Interact, Translate. The<br />

process starts with spending time<br />

1<br />

Frame<br />

2<br />

Observe<br />

understanding user’s context by framing<br />

your needfinding plan, taking methodical<br />

steps to gain user’s real experiences<br />

and needs on their own terms, hiring<br />

interactive methodical ways to analyse<br />

and address customer needs by active<br />

participation.<br />

4<br />

Translate<br />

3<br />

Interact<br />

IDEAS<br />

NEEDFINDING WORKBOOK >> OVERVIEW 4


FRAME<br />

Before moving to the user environment, determine the goals of the study, the<br />

target user group being observed, and the specific sites to visit. These decisions<br />

define the actionable scope, the target user group being explored, and the<br />

specific sites to visit. These decisions focus on the understanding and define<br />

an actionable scope for engineers or designers to cover.<br />

Preparation before going to the user environment helps needfinders know what<br />

kind of users to observe and what information to look for.<br />

OUTPUTS<br />

Research goal<br />

Research plan<br />

Stakeholder analysis<br />

Knowledge of user context<br />

NEEDFINDING WORKBOOK >> FRAME<br />

5


1. Prepare the research goal<br />

2. Stakeholder Analysis 3. Study secondary sources<br />

Before beginning any research, explicitly<br />

decide on the goals of the study. List your<br />

questions as below:<br />

What is the target?<br />

Where is the destination? (or site?)<br />

How are objects used in the environment?<br />

How do environmental conditions affect<br />

people’s behavior?<br />

How do people within the environment<br />

interact with each other or with the product?<br />

How might different types of users be<br />

classified?<br />

The stakeholder analysis helps to bring clarity<br />

and transparency to the process of identifying<br />

the stakeholders in the problem situation.<br />

It also makes a first assessment of the relative<br />

importance of the different stakeholders for the<br />

functioning of the system or problem situation.<br />

Go to the user’s environment only when existing<br />

information is well understood. Besides studying<br />

secondary sources, this also imparts the basic<br />

knowledge of the users’ situations and contexts<br />

of real life.<br />

NEEDFINDING WORKBOOK >> FRAME > STEP OF FRAME 6


KEEP IN MIND:<br />

HOW TO FRAME<br />

Keep a visual record of how your goal evolves<br />

Field notes Photos/video Maps and sketches<br />

Hunting is not “wandering”<br />

(have a purpose)<br />

Define on what goals you want to achieve by<br />

needfinding activities. This activity area is critical to<br />

your success of finding.<br />

Don’t give up too early<br />

Finding the invisible needs from a complex<br />

environment isn’t an easy task for needfinder, be<br />

postive and patient<br />

Bring it home (deliver results)<br />

Once the data is collected, it is time to consider how<br />

to make them feasible and viable. The transit phase<br />

will move the needs toward innovation process.<br />

NEEDFINDING WORKBOOK >> FRAME > KEEP IN MIND<br />

7


Tool:<br />

Stakeholder map<br />

Customers<br />

Suppliers<br />

Mapping is a great way to reflect<br />

a relationship, process, or structure.<br />

Consider how stakeholders relate to each<br />

other, and how the experience changes<br />

over time. Map all the stakeholders that<br />

the target system might touch, like the<br />

example on the right:<br />

Employees<br />

Government<br />

Competitors<br />

NGO’s<br />

NEEDFINDING WORKBOOK >> FRAME > TOOLKIT 1 8


Tool:<br />

Stakeholder Matrix<br />

Worksheet<br />

Research Subject<br />

Stakeholder<br />

Suppliers:<br />

UTZ CERTIFIED<br />

Smith Coffee bar in Paris<br />

Activities<br />

Provide original coffee beans to local<br />

coffee bar and coffee business<br />

Key<br />

Stakeholder<br />

YES<br />

Correlation<br />

DIRECT<br />

After doing a stakeholder map,<br />

you can make a first assessment of<br />

the relative importance of the different<br />

stakeholders for the functioning of<br />

Customer:<br />

residents, tourists,<br />

employees and<br />

students<br />

Buying,drinking, enjoying and<br />

spending their time in the bar<br />

YES<br />

DIRECT<br />

the system or problem situation. The<br />

example matrix on the right shows how<br />

Internal Employee<br />

Support operation of coffee bar<br />

by their work and service<br />

YES<br />

DIRECT<br />

this can be done.<br />

Government<br />

Release regulation for industry<br />

management<br />

NO<br />

INDIRECT<br />

Competitors<br />

Starbucks sells all types of coffee<br />

in most areas of Paris<br />

NO<br />

INDIRECT<br />

NEEDFINDING WORKBOOK >> FRAME > TOOLKIT 2<br />

9


Observations are made independently of how those needs might be met.<br />

Focus on needs, not solutions. Directly observe people’s behavior in their own<br />

environments to gain a clearer understanding of their situations.<br />

OBSERVE<br />

OUTPUTS<br />

Understanding of reality<br />

Work process of user<br />

Real experience of users’ activities<br />

Documentation<br />

NEEDFINDING WORKBOOK >> OBSERVE 10


OUT OF OFFICE<br />

People are often so accustomed to certain<br />

problems in their lives that they become<br />

blind to them. When asked about the<br />

situations in which these latent problems<br />

occur, they frequently fail to recognize that<br />

the problems exist at all.<br />

Both designers and engineers typically work<br />

in an office environment, meaning that the<br />

situations they encounter, and the contexts<br />

in which they work, are often very different<br />

from the actual product use situations and<br />

contexts of real life.<br />

Directly observe people’s behavior in<br />

their own environments to gain a clearer<br />

understanding of their situations.<br />

NEEDFINDING WORKBOOK >> OBSERVE > OUT OF OFFICE 11


WHAT TO OBSERVE<br />

People<br />

Becoming a member of the user group and immersing<br />

yourself in that group’s context gives designers an<br />

especially rich understanding of the user needs.<br />

Products<br />

Watch how objects are applied in the activities of<br />

interaction, and how key elements are put to complex or<br />

unintended uses (thus changing their function, meaning<br />

and context). What are the products and devices people<br />

have in their environments and how do they relate to their<br />

activities?<br />

Interactions<br />

What happens between persons and<br />

objects? What is the nature between a<br />

person or objects. What is the nature<br />

of routine and special interactions,<br />

between people and objects? Observe<br />

user experience from interactions.<br />

PPIEA<br />

Activities<br />

Goal-directed sets of actions - the way<br />

users want to accomplish things. Look for<br />

the modes that people work in, the specific<br />

activities and processes they go through.<br />

(delete “industries or business areas”).<br />

Environments<br />

Look through the entire arena where<br />

activities take place. What is the character<br />

and function of the overall space? What is its<br />

condition? Is it in an open or shared space?<br />

What is its environmental impact?.<br />

12


1. Immerse yourself in the user group<br />

Becoming a member of the user group and immersing yourself in that<br />

group’s context gives designers an especially rich understanding of the<br />

user needs.<br />

2. Avoid intrusions to keep the behavior<br />

natural<br />

Studying user’s activities inherently changes their behavior. Interruptions<br />

can change people’s workflow, and questions can make them reconsider<br />

their actions.<br />

NEEDFINDING WORKBOOK >> OBSERVE > STEPS OF OBSERVE 13


3. Work process mapping<br />

4. What data to capture<br />

A work process map provides the structure needed to ensure all user<br />

needs are captured. This means that the map, just like work processes,<br />

can be broken down into process steps, and each process step can be<br />

analyzed to determine what contexts, problems and solutions customers<br />

are using to contribute to a succesful outcome.<br />

Use additional recording media to capture the richness of information in<br />

the customer’s environment so that it can be further studied later. Video,<br />

audio, photos, and drawings each offer different advantages. Decide what<br />

kinds of information will be important to the study, reasonably easy to<br />

capture in the customer’s environment, and minimally intrusive to the<br />

customer’s activities.<br />

NEEDFINDING WORKBOOK >> OBSERVE > STEPS OF OBSERVE 14


KEEP IN MIND<br />

Go to the user’s environment<br />

See activities and behaviors in<br />

context<br />

“DEEP HANGING OUT”<br />

Communicate using objects in<br />

the environment<br />

Avoid the reliance on user’s memory,<br />

descriptive ability, or awareness of a<br />

need<br />

NEEDFINDING WORKBOOK >> OBSERVE > KEEP IN MIND 15


Tool:<br />

PPIEA<br />

Worksheet<br />

INDUSTRY PLACE DATE<br />

OBSERVE DIMENSION USER EXPERIENCE WHY (reasoning)<br />

ENVIRONMENT:<br />

Where activities take place. What is the character and function of the<br />

space overall?<br />

Why the current setup?<br />

Get into the user environment in<br />

a specific industry and fill out this<br />

worksheet. The PPIEA worksheet is a<br />

heuristic to help interpret observations<br />

gathered by ethnographic practice, such<br />

as culture, experience and reasoning in<br />

the current situation.<br />

ACTIVITIES:<br />

What are the modes people work in, and the specific activities and<br />

processes they go through?<br />

INTERACTION:<br />

What is the nature of routine and special interactions between people,<br />

between people and objects?<br />

PRODUCTS:<br />

What are the products and devices people have in their environments<br />

and how do they relate to their activities?<br />

Why these activities?<br />

Why these interactions?<br />

Why these products?<br />

PEOPLE:<br />

Who are they? What is people’s role in the activities?<br />

Why these people ?<br />

NEEDFINDING WORKBOOK >> OBSERVE > TOOLKIT 1 16


Tool:<br />

Work Steps<br />

Worksheet<br />

What are the most central steps that must be accomplished in getting the work done?<br />

WORK STEPS:<br />

SEARCH ORDER ENJOY PAY<br />

In looking for user needs, it is most<br />

OUTPUT:<br />

The nearest coffee bar Place an order A cup of American coffee,<br />

a cake and satisfaction<br />

Get an experience<br />

effective to examine what use actions<br />

that exist. Within each of these discrete<br />

process steps lie multiple innovation<br />

opportunities for making the work<br />

WHAT<br />

HAPPENED:<br />

A tourist is searching for a<br />

great coffee bar for lunch<br />

in a strange town.<br />

Queueing takes time;<br />

waiting for the waitress to<br />

take the order.<br />

Not only enjoy the food,<br />

but also add value to have<br />

fun<br />

Go to cashier desk and<br />

know how much spent.<br />

Pay by cash or credit card.<br />

simpler, easier and faster.<br />

Start with the experience you are observing (e.g.<br />

buying coffee)<br />

From the user’s point of view, mentally step back to<br />

the earliest stage of the process (e.g. thinking about<br />

coffee, or waking up, etc.)<br />

Step through every element of the process, recording<br />

it.<br />

Analyze your map: what happens at each of these<br />

stages? Why? How do the stages relate? What<br />

opportunities do you see?<br />

IMPACT<br />

ELEMENTS:<br />

OPPORTUNITIES:<br />

• Signboard<br />

• Location<br />

• Price<br />

• Style etc<br />

Identifiable sign,<br />

website, homepage<br />

Google searching<br />

Online advertisement<br />

• Number of customers<br />

• Menu<br />

• Number of waitresses<br />

• Queue length<br />

• Information<br />

• Order by iPad<br />

• Online booking<br />

• E-menu<br />

• Quality of products<br />

• Music<br />

• Tableware<br />

• Service experience<br />

• Interaction design<br />

• Unique Decoration<br />

• Media equipment<br />

• Free wifi<br />

• Discount<br />

• Service experience<br />

• Method of payment<br />

• Online payment<br />

• Automatic payment<br />

• Mobile phone<br />

payment<br />

NEEDFINDING WORKBOOK >> OBSERVE > TOOLKIT 2<br />

17


INTERACT<br />

Observation alone can’t tell needfinders everything they want to know.<br />

Observation may offer occasional indirect indications about user behaviors,<br />

but generally doesn’t give clear access to user’s reasoning and emotions<br />

(experience). To better understand these motivating factors, interview and<br />

interact with people and product after the observed activities have been<br />

completed to understand the context in which those activities just occurred.<br />

OUTPUTS<br />

Deeper understanding of needs<br />

Barriers & constraints<br />

Ownership cycle<br />

Interviews<br />

Documentation<br />

Patterns<br />

NEEDFINDING WORKBOOK >> INTERACT 18


1. Interact within an<br />

ownership cycle<br />

From a product lifecycle point of view, the<br />

Ownership Cycle Framework tool provides<br />

provides a structure to help needfinders to obtain<br />

insights into user experiences by interacting with<br />

products and people. As an example, interview<br />

people about their needs in the purchase phase,<br />

interact with the product by yourself, etc.<br />

Disposal<br />

Replace<br />

Upgrade<br />

Purchase<br />

Receive<br />

Install<br />

Maintain<br />

Set up<br />

Store<br />

Transport<br />

Learn to use<br />

Interface with<br />

NEEDFINDING WORKBOOK >> INTERACT > STEPS OF INTERACT 19


Intro<br />

Grand Tour<br />

Build rapport<br />

Kick-off<br />

Reflection<br />

Wrap-Up<br />

2. Launch an interview<br />

3. Record information in the user’s terms<br />

Visually, the interview process might look like this:<br />

Introduction: describe your purpose. Outline the interview.<br />

Kick-off: Shift the focus to them by introducing themselves and<br />

their lives.<br />

Build rapport: Make sure that there is a personal connection.<br />

Grand Tour: Explore the details of the user’s environment from<br />

both a physical and a mental perspective. Look for critical issues<br />

and disconnects.<br />

Reflection: Review what you have learned, discussion of why?<br />

Wrap-Up: Amazing things happen when the interview is over.<br />

When documenting a discussion with a user, record the person’s<br />

statements in his or her own words as much as possible. Take notes<br />

about what user talks about, so you can reflect on what happened. Words,<br />

drawings, photographs, and video clips can come in handy.<br />

NEEDFINDING WORKBOOK >> INTERACT 20


KEEP IN MIND:<br />

HOW TO<br />

INTERACT<br />

Look for difficulties or<br />

obstacles<br />

They could be problems user faced or<br />

will potential face. Needs always hide<br />

behind difficulties of user’s activities.<br />

Interview in the customer’s<br />

environment<br />

Conduct interviews in context, while the<br />

issues are still fresh in the person’s mind.<br />

In these types of interviews, customers<br />

can walk through the process under<br />

the second time of study, explaining<br />

emotions and reasoning as they go.<br />

Pretend you don’t know<br />

When meeting with the user, ask openended<br />

questions, even if you think you<br />

may already know how they’ll answer.<br />

You might be surprised.<br />

Give an example<br />

Look for patterns<br />

If no current product exists, users have<br />

nothing to base their opinion on. Bring a<br />

photo or a model of a specific product,<br />

which you want to discuss with the user.<br />

Build your interview on it.<br />

Once you talk to several people, you<br />

may see and hear some of the same<br />

things come up. Note these patterns, as<br />

they can help you identify their common<br />

issues and needs.<br />

NEEDFINDING WORKBOOK >> INTERACT > STEPS OF INTERACT 21


Tool:<br />

Interview<br />

Worksheet<br />

LEAD USER<br />

LOW-END USER<br />

AVERAGE GROUP<br />

DATE<br />

INTERVIEWEE<br />

PHASE<br />

The interview worksheet is a<br />

framework to help record interviews<br />

with different user groups.<br />

QUESTIONS?<br />

Question should be:<br />

1. Open and specific<br />

2. Go broad<br />

3. Stories of recent past<br />

4. Aspirations for the future<br />

5. System-based questions<br />

5 WHYS<br />

Ask “Why?” at least five times. This forces people to examine and express the underlying reasons for their behavior and attitudes.<br />

ANSWER (VoC: voice of the customer)<br />

A1:<br />

A2.<br />

A3.<br />

NEEDFINDING WORKBOOK >> INTERACT > TOOLKIT 1 22


TRANSLATE<br />

Once data is collected, the final stage of the needfinding process is to translate<br />

the findings and revise the finding goal. This phase emphasises that the<br />

interpretations of people’s needs should be framed in terms of what problems<br />

have to be solved to improve the situation. These transitions are translated into<br />

need statements and are prioritised into a hierarchy of importance.<br />

OUTPUTS<br />

Need statement<br />

Need assessment<br />

Need matrix<br />

Defining opportunities<br />

NEEDFINDING WORKBOOK >> TRANSIT 23


1. Create brief need statements 2. Create images statement<br />

Translate the information collected into statements describing customers’<br />

needs.<br />

Here is a simple method to help you translate and reframe your finding<br />

template of customer’s statements.<br />

This step helps us to find a connection between observation and interpretation<br />

of what we see, revealing our biases and lenses through which we view the<br />

world.<br />

People: Represents Role, job, age, gender, education. etc.<br />

Goal: Represents Satisfiers, desires of people doing their job.<br />

Reason: Represents Insight behind the user’s problem statement. ,<br />

contextual, solution based.<br />

NEEDFINDING WORKBOOK >> TRANSIT > STEPS OF TRANSIT 24


KEEP IN MIND<br />

The statement must reflect the user’s definition of value.<br />

The statement must have universal acceptance.<br />

The needs statement must not include or mention a specific<br />

technology, solution or product or service feature.<br />

The needs statement must not include ambiguous terms.<br />

The needs statement must be brief.<br />

The terminology used in the needs statements must be<br />

Rules for creating a<br />

needs statement<br />

consistent.<br />

NEEDFINDING WORKBOOK >> TRANSIT > KEEP IN MINDW<br />

25


Tool:<br />

Needs Statement<br />

Worksheet<br />

Person<br />

EXAMPLE<br />

Lucy is a waitress<br />

This needs statement worksheet is<br />

designed for recording needs in a simple<br />

way.<br />

Just write down three things: a person’s<br />

context, his or her goal and reasoning<br />

behind this goal. You will find it is an<br />

effective way to translate a problem to a<br />

need statemen.<br />

wants a way to<br />

because of<br />

make order easier and faster<br />

She always takes more than<br />

15min to help customer understand<br />

various of dishes by a<br />

textual menu without images of<br />

foods.<br />

People: Represents Role, job, age, gender, education. etc.<br />

Goal: Represents Satisfiers, desires of people to doing their job.<br />

Reason: Represents Insight behind the user’s problem statement,<br />

contextual, solution based.<br />

NEEDFINDING WORKBOOK >> TRANSIT > TOOLKIT 1 26


Tool: Observe &<br />

Interpret<br />

After capturing dozens of images<br />

from user environments, organising<br />

them becomes hard work when you get<br />

back to the office. This template provides<br />

three steps tto help you interpret images<br />

and bring them into the design process.<br />

PROBLEM<br />

WHAT DO YOU SEE HAPPING IN THIS IMAGE?<br />

Describe only what you see, don’t interpret yet<br />

REASON<br />

WHAT IS THE REASON FOR THIS PROBLEM OR BEHAVIOR ?<br />

List different possible interpretations that might explain this person’s behavior.<br />

HOW MIGHT WE<br />

WHAT IS POTENTIAL SOLUTIONS OR OPPORTUNITIES?<br />

Opportunities start with the phrase “HOW MIGHT WE...?” to suggest a mindset of possibility.<br />

NEEDFINDING WORKBOOK >> TRANSIT > STEPS OF TRANSIT 27


Tool: Need Matrix Worksheet<br />

NEED ENVIRONMENT PEOPLE<br />

ACTIVITIES REASON OPPORTUNITIES<br />

(work process) (Problems) (list more ideas)<br />

CONTEXT<br />

RANK<br />

(importance 1-5)<br />

Make order easier and<br />

faster<br />

A downtown restaurant,<br />

with 20 tables, 200m2<br />

Lucy is a waitress<br />

Order food<br />

She always takes more than<br />

15min to help customer<br />

understand various of dishes<br />

by a textual menu without<br />

image of foods<br />

> iPad menu<br />

> Menu with photos<br />

> Online book<br />

> User’s mobile<br />

> Pre-order at home<br />

A traditional Mexican<br />

restaurant, company<br />

employees who have less time<br />

to wait around<br />

5<br />

Instructions<br />

Fill out a template based on the need statement you created. Focus on being highly specific with the EAIPP perspectives from Observe phase.<br />

Need: Use content of “Achieve goal” from need statement<br />

Environment: Specify the industry, character, function, condition,<br />

location, environmental impaction. etc.<br />

People: Role of people from your statement.<br />

Activities: Which step of work process or ownership cycle<br />

Reason: Use content of “Reason” from need statement<br />

Opportunities: List as many potential solutions as you can come up with.<br />

Product or service, technologies.<br />

Context: specific culture, insights of user behaviors and real conditions.<br />

Rank: Important of this need item for user’s life or work. Rank from 1 to 5.<br />

NEEDFINDING WORKBOOK >> TRANSIT > TOOLKIT 1 28


CONCLUSION<br />

<strong>Needfinding</strong> offers product developers an effective way of understanding users, with strong benefits<br />

for both marketers and designers. The methodology outlined here is a broad overview of how those involved<br />

in product development can discover opportunities for competitive advantage.<br />

<strong>Needfinding</strong> is not the exclusive territory of any single discipline; both marketers and<br />

designers need to work together to discover users’ needs. These needs, in turn, suggest areas of innovation<br />

for designers, as well as new markets that await development. The result is a dialogue between company<br />

and customer rather than between marketing and design. In this way, both groups can work together to<br />

create innovative new solutions and leap past competitors devoted to incremental change.<br />

NEEDFINDING WORKBOOK >> TRANSIT > CONCLUSTION<br />

29


Authors &<br />

Acknowledgements<br />

Yan Zhang<br />

Works in field of need-driven innovation.<br />

Graduated from Msc, Product-Service System<br />

Innovation, School of Engineering, Blekinge<br />

Institute of Technology (BTH).<br />

The NEEDFINDING <strong>Workbook</strong> is based on a collaboration between Blekinge Institute of<br />

Technology (BTH) and the Faculty of Engineering at Lund University (LTH), merged with the<br />

knowledge and experience with a range of industries (e.g. automotive, city living and service<br />

2.0), nonprofit, and government groups.<br />

Ye Li (Contributor)<br />

BA, College of Design and Art. TONGJI University.<br />

Thank you to Professor Tobias Larsson (BTH) and to Associate Professor Andreas Larsson<br />

(LTH) for your enthusiasm, inspiration, knowledge support by giving feedback and inputs<br />

constantly, and for your belief in the need for user-centered mindsets in product innovation.<br />

Jenny Elfsberg, thank you for your generosity and open mindset to bring this project up,<br />

supporting us to engage with Volvo Construction Equipment in the search for practical and<br />

truly useful user-centered innovation practices.<br />

The funding from KK Foundation and the Model Driven Development and Decision Support<br />

research profile is highly appreciated, as well as the support from Volvo CE.<br />

NEEDFINDING WORKBOOK >> AUTHOR & ACKNOWLEDGEMENTS 30


Sources<br />

Yan Zhang, Xi Chen, Value-Driven <strong>Needfinding</strong> for Early Product-Service System Development. A study in Collaboration with<br />

Volvo Construction Equipment in the Chinese Market. Blekinge Institute of Technology, Karlskrona, Sweden.2012<br />

Larsson, A. 2005. Engineering Know-Who: Why Social Connectedness Matters to Global Design Teams. Doctoral Thesis.<br />

Luleå University of Technology<br />

Carleton,T., Larsson, A., Bill, S. 2011. MOVE beyond great ideas. Workshop Facilitation Handbook.<br />

Ericson, Å. 2007. A Need-Based Approach to Product Development. Doctoral Thesis, Luleå University of Technology<br />

Patnaik, D., Becker, R. 1999. <strong>Needfinding</strong>: The Why and How of Uncovering People’s Needs. Design Management Journal.<br />

(1999),10, 2, 37-43.<br />

Ulwick,W.,Anthony, 2007. An Introduction to Outcome-Driven Innovation. Harvard Business Review, May,1-10<br />

NEEDFINDING WORKBOOK >> SOURCES<br />

31


Licensing &<br />

Usage<br />

The NEEDFINDING workbook is available is available as a free download to individuals, companies, and<br />

organizations for internal development and general non-commercial purposes. To download, please visit:<br />

www.needbeat.com<br />

Companies interested in applying the NEEDFINDING workbook with additional facilitation support may contact us at<br />

info@needbeat.com for more details.<br />

Share your story about needfinding<br />

We’d love to hear how your groups have been using this workbook.<br />

info@needbeat.com<br />

NEEDFINDING WORKBOOK >> LICENSING USAGE 32


Appendix<br />

NEEDFINDING WORKBOOK >> APPENDIX<br />

33


Stakeholder<br />

Matrix<br />

Worksheet.<br />

Research Subject<br />

Stakeholder<br />

Activities<br />

Key<br />

Stakeholder<br />

Correlation<br />

NEEDFINDING WORKBOOK >> APPENDIX<br />

34


PPIEA<br />

Worksheet<br />

INDUSTRY PLACE DATE<br />

OBSERVE DIMENSION USER EXPERIENCE WHY (reasoning)<br />

ENVIRONMENT:<br />

ACTIVITIES:<br />

INTERACTION:<br />

PRODUCTS:<br />

PEOPLE:<br />

NEEDFINDING WORKBOOK >> APPENDIX<br />

35


Work Steps<br />

Worksheet<br />

What are the most central steps that must be accomplished in getting the work done?<br />

WORK STEPS:<br />

OUTPUT:<br />

WHAT<br />

HAPPENED:<br />

IMPACT<br />

ELEMENTS:<br />

OPPORTUNITIES:<br />

NEEDFINDING WORKBOOK >> APPENDIX<br />

36


Interview<br />

worksheet<br />

LEAD USER<br />

LOW-END USER<br />

AVERAGE GROUP<br />

DATE<br />

INTERVIEWEE<br />

PHASE<br />

QUESTIONS?<br />

5 WHYS<br />

ANSWER (VoC Voice of the Customer)<br />

NEEDFINDING WORKBOOK >> APPENDIX<br />

37


Need<br />

Statement<br />

Worksheet<br />

TEMPLATE OF NEED STATEMENT<br />

Person<br />

NAME<br />

want a way to<br />

GOAL<br />

because of<br />

REASONING<br />

NEEDFINDING WORKBOOK >> APPENDIX<br />

38


Observe &<br />

Interpret<br />

Worksheet<br />

PROBLEM<br />

WHAT DO YOU SEE HAPPING IN THIS IMAGE?<br />

REASON<br />

WHAT IS THE REASON FOR THIS PROBLEM OR BEHAVIOR ?<br />

HOW MIGHT WE<br />

WHAT IS POTENTIAL SOLUTIONS OR OPPORTUNITIES?<br />

NEEDFINDING WORKBOOK >> APPENDIX<br />

39


Need Matrix Worksheet<br />

NEED ENVIRONMENT PEOPLE<br />

ACTIVITIES REASON OPPORTUNITIES<br />

(work process) (Problems) (list more ideas)<br />

CONTEXT<br />

RANK<br />

(Importance 1-5)<br />

Instructions<br />

Fill out a template based on the need statement you created. Focus on being highly specific with EAIPP perspectives from Observe phase.<br />

Need: Use content of “Achieve goal” from need statement<br />

Environment: Specify the industry, character, function, condition,<br />

location, environmental impaction. etc.<br />

People: Role of people from your statement.<br />

Activities: Which step of work process or ownership cycle<br />

Reason: Use content of “Reason” from need statement<br />

Opportunities: List as many possible solution as you can. Product or service,<br />

technologies.<br />

Context: Specific culture, insights of user behaviors and real conditions.<br />

Rank: Important of this need item for user’s life or work. Rank from 1 to 5.<br />

NEEDFINDING WORKBOOK >> APPENDIX<br />

40


NEEDFINDING WORKBOOK<br />

www.needbeat.com<br />

41

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