Actor
Topic
Tag
Screen Name?

V Personas
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* Fred (OG) MAIN ACTOR
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* Jack (OG)
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* Inna
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* Mike
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* Anthony
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V Background
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* OG has been hired by the CTO of KPMG to create a new mobile app for a compliance process.
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* KPMG wants to hold a 2 day workshop with 5 people in it.
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* The main leader for the client will be Anthony the business client manager
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* Those 5 people are a mix of Inna, Mike and Anthony types.
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* OG has not engaged with KPMG or this group before (they are coming in cold).
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* They are hired for a 2 day workshop for envisioning then build a prototype over the course of 2 weeks.
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* They have been hired for 3 weeks in total.
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* OG is going to send in Fred to facilitate and Jack to prototype.
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* Jack is on another project so he can't be there for the workshop.
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V Narrative
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V 3.1 Client Set up
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Fred (OG)
* 3.1.1 Gets the email that they are going to be doing a workshop with a date and time
Screen
Email
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Fred (OG)
* 3.1.2 Logs in to OGP
Screen
Log in
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Fred (OG)
* 3.1.3 Sees a a dashboard
Screen
Facilitators Dashboard
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Fred (OG)
* 3.1.4 Clicks to add a new client
Step
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Fred (OG)
V 3.1.5 Adds new client
Screen
New Client
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Fred (OG)
V 3.1.5.1 Inputs client account name
Step
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* 3.1.5.1.1 System would validate that there are no duplicates in the system
System
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Fred (OG)
* 3.1.5.2 Adds the client account
Step
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Fred (OG)
V 3.1.5.3 Adds each participant in the workshop from the email
Step
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Fred (OG)
* 3.1.5.3.1 System would check (via the email) if that use already exists, if they do, it would add them to this project
System
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* 3.1.5.3.2 might be cool if you could specify what role is which
Idea
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Fred (OG)
V 3.1.6 Creates new workshop
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3.1.6 This could be done from the client page as well to set up a new project. This automatically sets up the client and a project
Fred (OG)
* 3.1.6.1 Adds new project and selects all the participants he has added via email
Step
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Fred (OG)
* 3.1.6.2 Adds in the date, time and location of the workshop (Not sure if this matters)
Step
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Fred (OG)
* 3.1.6.3 Hits complete
Step
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V 3.2 Project set up
Screen
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Fred (OG)
V 3.2.1 adds the exercise he wants to do for this workshop and can edit the descriptions
Step
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3.2.1 He could add new exercises from this screen if he wanted to
* 3.2.1.1 The system creates an agenda from these exercises with the descriptions
System
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Fred (OG)
V 3.2.1.2 System sends out all emails to all participants with user names and passwords for the workshop
System
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3.2.1.2 Should send out a simplified agenda and remind them to bring a lap top.
* 3.2.1.2.1 Might be cool if users could log in before the workshop and get to start ideas but see the workshop waiting for them
Idea
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Fred (OG)
* 3.2.2 Downloads the agenda via PDF and attaches it to an email to send to Anthony
Step
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V 3.3 Workshop day 1
Forward Time/Background
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V 3.3.1 Introductions
Forward Time/Background
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* 3.3.1.1 All the workshop participants come in and sit with their lap tops
Forward Time/Background
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Fred (OG)
* 3.3.1.2 Screen shows the welcome message and asks them to log in
Screen
Workshop Welcome
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All Clients
V 3.3.1.3 Clients log in
Screen
client login
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All Clients
* 3.3.1.3.1 Client see welcome page and an agenda
Screen
Client Welcome
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All Clients
* 3.3.1.3.2 If they had not previously loged in, system asks them to set up a user name and password. and pick an avatar
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Fred (OG)
* 3.3.1.4 Shows an agenda on the screen and explains the tool
Screen
Agenda
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Fred (OG)
* 3.3.1.5 Reviews the day and what the Occom Group does (done on slides
Forward Time/Background
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V 3.3.2 Current state review
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Inna
* 3.3.2.1 Reviews the current state of systems
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Fred (OG)
V 3.3.2.2 takes notes in a note section of the tool
Screen
Facilitator notes
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3.3.2.2 These notes would not be visible to the client (a pop out window) that could be thrown to a different screen (anyone can add their own notes as they go)
* 3.3.2.2.1 Would be cool if we could record where we are in the process, so all notes are under the current state review section then go under the problem statement. If you went back, notes would just be entered under the correct heading
Idea
Facilitator notes
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3.3.2.2.1 Should work exactly like the text engine for the narrative tool
Fred (OG)
* 3.3.2.3 Records a few points and questions
Step
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Fred (OG)
* 3.3.2.4 Asks questions and records the answers
Step
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V 3.3.3 Problem statement
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Fred (OG)
V 3.3.3.1 Shows definition, examples, and directions for the problem statement exercise
Screen
problem def/directions
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Fred (OG)
* 3.3.3.1.1 clicks start
Step
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Fred (OG)
* 3.3.3.2 Shows a timer countdown for 5 minutes
Screen
Exercises Countdown
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Inna
V 3.3.3.3 Clicks on problem statement
Screen
client problem statement entry
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Inna
* 3.3.3.3.1 types in a problem statement
Step
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Inna
* 3.3.3.3.2 clicks submit
Step
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Inna
* 3.3.3.3.3 can see the problem statement she submitted and could edit it if wanted
Step
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Inna
* 3.3.3.3.4 add two other problem statements
Step
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* 3.3.3.4 Time is up for the exercise
Forward Time/Background
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Fred (OG)
* 3.3.3.5 Clicks on complete exercise
Step
Exercises Countdown
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Fred (OG)
* 3.3.3.6 Can see all the submitted problem statements submitted by client users with their names
Screen
Problem curation
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Fred (OG)
V 3.3.3.7 Selects a problem statement and can edit it to make it the primary
Step
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* 3.3.3.7.1 Should he be able to select or submit other problem statements?
Question
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Fred (OG)
V 3.3.3.8 Sees the problem statement he just added and could add another
Screen
Problem Selection
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3.3.3.8 The add another would take him back to the problem statement curation screen to curate another one
Fred (OG)
* 3.3.3.8.1 Clicks on the problem statement to activate it
Step
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V 3.3.4 Inspiration Exercise
Step
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Fred (OG)
* 3.3.4.1 Shows the definition of inspiration and directions of the inspiration exercise
Screen
Inspiration def/directions
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Fred (OG)
* 3.3.4.2 Shows a timer countdown for 10 mins
Screen
Exercises Countdown
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Inna
V 3.3.4.3 click on inspiration
Step
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Inna
* 3.3.4.3.1 adds a piece of inspiration
Screen
client problem statement entry
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Inna
V 3.3.4.3.2 Adds the Title, source, Things to Borrow, improvement ops, general notes to add a piece of inspiration
Step
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* 3.3.4.3.2.1 Should this auto complete because it is searching the database and wants to tie in with the correct object (e.g. if Inna added Facebook, as she starts to type in Facebook in the title, the system would suggest Facebook)
Question
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Inna
* 3.3.4.3.3 clicks submit
Step
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Inna
* 3.3.4.3.4 Can see the inspiration she just added and edit it if she wants
Step
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* 3.3.4.4 Time is up for the exercise
Step
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Fred (OG)
* 3.3.4.5 Clicks on complete exercise
Step
Exercises Countdown
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Fred (OG)
* 3.3.4.6 Can see all the submitted inspiration things submitted by client users with their names
Step
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Fred (OG)
V 3.3.4.7 Curates the inspiration
Screen
Inspiration curation
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* 3.3.4.7.1 Maybe exports to muarly?
Idea
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3.3.4.7.1 if we were to integrate with Muarly, this is where it would need to be. Maybe our users could be transferred to an account with them and the inspiration is added… unclear why we would use this.
Fred (OG)
* 3.3.4.7.2 Reviews the pieces of inspiration and selects what is going to go onto the inspiration board
Step
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Fred (OG)
V 3.3.4.7.3 Pulls in a few screen shots for one of the apps that drive a lot of discussion
Step
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Fred (OG)
* 3.3.4.7.3.1 Drags boxes over the screen shoot and labels or annotates the screenshot with what people are talking about
Idea
screen shot feedback
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3.3.4.7.3.1 This would be very similar to the feedback mechanism with paper prototyping session
Fred (OG)
* 3.3.4.7.4 Tags inspiration pieces with relevant things (can see a type ahead that shows tags from the library)
Step
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Fred (OG)
* 3.3.4.8 Clicks create inspiration board
Step
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* 3.3.4.9 This creates an inspiration board that everyone can access at any time
Screen
Inspiration board
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* 3.3.4.10 The system should achieve each piece of inspiration in the library (weather it made it onto the board or not) to create a library and be able to see what people said about certain pecices of inspiration later for reuse
System
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V 3.3.5 Idea exercise
Step
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3.3.5 Hit the parking lot
* 3.3.5.1 Exactly the same as the problem statement
Forward Time/Background
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Fred (OG)
* 3.3.5.2 Shows definition, examples, and directions for the idea statement exercise
Screen
idea def/directions
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Fred (OG)
* 3.3.5.3 Shows exercise timer
Screen
Exercises Countdown
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Inna
V 3.3.5.4 Enters idea statements
Screen
client idea statement entry
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3.3.5.4 Just a simple text box
* 3.3.5.4.1 system captures: originator, idea, primary/secondary
System
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Fred (OG)
* 3.3.5.5 Curates idea statements
Screen
Idea curation
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Anthony
* 3.3.5.6 has a big idea that is really not relevant to the conversation
Forward Time/Background
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Fred (OG)
V 3.3.5.7 Opens the parking lot on the side screen and adds Anthony's idea, which quiets him down
Screen
Parking lot
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3.3.5.7 Should would exactly like the narrative tool
V 3.3.5.7.1 Should sequence the narrative tool before the facilitator notes and the parking lot because they should be the same engine
Reminder
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* 3.3.5.7.1.1 If a reminder gets created, it should be automatically collected in a come back to cue and get a color in context. Maybe it should also get a check mark in the list?
Idea
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* 3.3.5.7.1.2 Would be great to be able to grab the screens and associate all the steps to them then sequence how they should be built with the prototype. The above is a good example because we are going to reuse the engine so that element of a prototype
Idea
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Fred (OG)
* 3.3.5.8 Sees the problem statement he just added and could add another
Screen
Idea selection
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Fred (OG)
* 3.3.5.9 Completes the idea statement exercise by clicking on the idea statement to activate it
Step
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V 3.3.6 Customer definition
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* 3.3.6.1 Exactly the same as the problem statement
Forward Time/Background
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Fred (OG)
* 3.3.6.2 Shoes definition, examples and directions for the idea statement exercise
customer def/directions
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Fred (OG)
* 3.3.6.3 Shows exercise timer
Screen
Exercises Countdown
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Inna
V 3.3.6.4 Enters demographic groups statements
Screen
client customer definition statement entry
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Inna
V 3.3.6.4.1 For each demographic group, has a number of different demographic distinctions they can choose from:
Step
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* 3.3.6.4.1.1 Gender, age, life events, income, geography, need, want, department, role, position
System
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Inna
* 3.3.6.4.2 clicks on an distinction it will ask her to type something in or choose from a list
Step
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3.3.6.4.2 Example: age = please supply an age range from ______ to ____
Inna
* 3.3.6.4.3 chooses more distinctions it builds a sentence
Step
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3.3.6.4.3 For example: women between 30 and 40 who are in HR
V 3.3.6.4.4 hits submit and that becomes the demographic group
Step
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* 3.3.6.4.4.1 editing would transfer it back to the demographic box
System
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* 3.3.6.4.5 Eventually would be cool to choose a number of different databases we could query to show how many people are included in that group they have selected
Idea
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* 3.3.6.4.6 Would be great to show a graphic representation of how they are doing, like a password strength indicator that shows "too broad" to "too specific"
Idea
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3.3.6.4.6 For example, it they entered an age range but only included 1 year, maybe the indicator could say, might want to reconsider, that is a very small group
Fred (OG)
* 3.3.6.5 Curates customer statements
Screen
customer curation
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Fred (OG)
* 3.3.6.6 Sees the customer statement he just added and could add another
Screen
customer selection
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Fred (OG)
* 3.3.6.7 Completes the customer statement exercise by clicking on the customer statement to activate it
Step
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V 3.3.7 Persona Creation
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* 3.3.7.1 Should we let the clients do this as en exercise? Allow them to create multiple personas that we curate?
Question
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Fred (OG)
* 3.3.7.2 adds a new persona
Screen
persona selection
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Fred (OG)
V 3.3.7.3 writes in the following: Name, Role, Age, Background, goals, frustrations
Screen
persona entry screen
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* 3.3.7.3.1 For anything that has multiple text lines (e.g. background, etc) should be the same line by line engine in the user narrative text engine
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* 3.3.7.4 Should we include a "core value" field?
Question
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Fred (OG)
* 3.3.7.5 creates two personas
Step
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3.3.7.5 Would solicit ideas and feedback from the client as he writes it
Fred (OG)
* 3.3.7.6 Moves on to user narratives
Step
persona selection
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V 3.3.8 User Narratives
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3.3.8 If we have a screen naming thing, would need to have auto complete
Fred (OG)
* 3.3.8.1 adds a new narrative
Screen
narrative selection
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Fred (OG)
V 3.3.8.2 chooses a persona
Step
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* 3.3.8.2.1 Should we allow for multiple personas for a single narrative?
Question
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* 3.3.8.2.2 If we do, should we specify who the main actors are?
Question
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V 3.3.8.3 taken to the narrative entry screen
Screen
narrative entry screen
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Fred (OG)
* 3.3.8.3.1 adds a title to the story
Step
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Fred (OG)
* 3.3.8.3.2 adds a background to the story
Step
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3.3.8.3.2 Free text. What lead up to this story and what are the relevant points that happened before this story opens
Fred (OG)
* 3.3.8.3.3 adds a number of steps and tags each as he goes
Step
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Fred (OG)
* 3.3.8.3.4 Filters by tags
Step
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Fred (OG)
* 3.3.8.3.5 completes the story and submits
Step
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Fred (OG)
* 3.3.8.4 Adds another story
Step
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* 3.3.9 Workshop is completed for the day and all clients leave
Forward Time/Background
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V 3.3.10 Clean up
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Fred (OG)
* 3.3.10.1 Adds screen shots to each of the pecies for inspiration in the curated list
Screen
Inspiration board
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V 3.4 Workshop Day 2
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V 3.4.1 Review
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* 3.4.1.1 Day 2 of the workshop, client is in the room again and ready to go
Forward Time/Background
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Fred (OG)
* 3.4.1.2 reviews the last day's work by clicking through each step in the nav for the project
Step
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V 3.4.2 Paper prototype
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V 3.4.2.1 Drawing prototypes
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Fred (OG)
* 3.4.2.1.1 hands out paper prototype stencils
Forward Time/Background
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Fred (OG)
* 3.4.2.1.2 Shoes definition, examples and directions for the paper prototyping exercise
Screen
paper prototype def/directions
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Fred (OG)
* 3.4.2.1.3 explains how to use the system to follow along in the paper prototype
Step
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3.4.2.1.3 Shows how to access the inspiration board and other steps. Shows how to filter by steps in the narrative
Fred (OG)
* 3.4.2.1.4 puts paper prototyping timer on the screen
Screen
exercise countdown
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Inna
* 3.4.2.1.5 looks through the steps to get inspiration
Step
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Inna
* 3.4.2.1.6 looks at narrative screen (read only) and filters by steps and screens
Screen
Narrative screen
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Inna
* 3.4.2.1.7 draws her prototype
Forward Time/Background
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V 3.4.2.2 Scanning prototypes
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All Clients
* 3.4.2.2.1 clients complete prototypes
Step
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Fred (OG)
* 3.4.2.2.2 scans in all paper prototypes
Step
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Fred (OG)
* 3.4.2.2.3 chooses a client and uploads their paper prototype
Screen
PP upload
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3.4.2.2.3 Would see all clients and as each is uploaded that client would have a check mark
Fred (OG)
* 3.4.2.2.4 does this until they are all scanned
Step
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* 3.4.2.2.5 System associates each prototype with the proper narrative
System
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V 3.4.2.3 Prototype Feedback
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Fred (OG)
* 3.4.2.3.1 pulls up the first PP
Screen
PP selection
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Inna
* 3.4.2.3.2 explains the prototype to the group
Step
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Fred (OG)
* 3.4.2.3.3 Takes notes right on the prototype via stickies
Screen
PP feedback
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3.4.2.3.3 Might be interesting to simulate in muarly
* 3.4.2.3.4 not sure how we make those notes more reusable? Maybe we have ability to see them in text format in a side bar?
Idea
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Fred (OG)
* 3.4.2.3.5 goes through each of them until everyone has presented
Step
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* 3.4.2.3.6 Maybe they all do a sketch session together? Would act the same way as above
Question
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* 3.4.2.3.7 Maybe they do another narrative on another persona?
Question
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V 3.4.3 Wrap-up
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Fred (OG)
* 3.4.3.1 thanks everyone and explains what is going to happen next
Forward Time/Background
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V 3.5 Prototype creation
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* 3.5.1 next day back in the OG office
Forward Time/Background
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Fred (OG)
* 3.5.2 reviews the outcome with Jack
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Jack (OG)
V 3.5.3 uses the narratives and paper prototypes to build his prototype in iRise
Screen
Narrative screen
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* 3.5.3.1 Would be nice to see the stories and paper prototypes together!
Idea
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Jack (OG)
V 3.5.4 edits the narratives because they change as he learns things while creating the prototype
Step
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* 3.5.4.1 How should we handle versions?
Question
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* 3.5.4.2 It is critical that Fred understand what changes are made to the narrative
Issue
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Jack (OG)
V 3.5.5 finishes all the screens of the prototype puts the story into each screen
Step
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3.5.5 Should show how the prototype tool naming of objects and folders match the story as well as the output
* 3.5.5.1 eventually could do this with an integration with prototyping tools
Idea
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V 3.6 Deliverable creation
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Fred (OG)
* 3.6.1 has to create a deliverable to send to the client
Forward Time/Background
 [ ]
Fred (OG)
V 3.6.2 goes to deliverable creation
Screen
Deliverable creation screen
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Fred (OG)
* 3.6.2.1 Chooses the output type (wiki, ppt, word), wiki
Step
 [ ]
Fred (OG)
* 3.6.2.2 Selects the parts he wants included
Step
 [ ]
Fred (OG)
* 3.6.2.3 hits export
Step
 [ ]
Fred (OG)
* 3.6.3 imports the wiki file and makes edits
Step
 [ ]
Fred (OG)
* 3.6.4 adds the prototype and walkthrough videos
Step
 [ ]
V 3.7 Hand-off to client
 [ ]
Fred (OG)
* 3.7.1 Sends link in an email to the wiki
Step
 [ ]
* 3.7.2 What else could we do to encourage reuse or more engagement with the tool?
Question
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V 3.8 notes
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* 3.8.1 We should look at makeing each object reusable. If you wanted to resuse a persona on a new project, how would you do it?
Question
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