Design thinking (6 phases)
This workflow includes six phases: Empathise, Define, Ideate, Prototype, Test and Assess.
- Sessions
- 11
- Steps
- 50
- Last edited
- Jan 8, 2025
- Created by
- Nova
About this process
This workflow includes six phases: Empathise, Define (the problem), Ideate, Prototype, Test and Assess. By using design thinking, you will make decisions based on what customers really want instead of relying only on historical data.
The process in detail
11 sessions · 50 steps4. Brainstorming Meeting
9 steps- 1
Hi, thank you for joining this discussion. I would like to brainstorm about [ what? ]
- 2
How do you feel about this topic? How do you feel about prioritizing this?
- 3
Before we start...What do you know about this?
- 4
What do we know that doesn't work or should be avoided?
- 5
Let's start sharing ideas! How might we [achieve the objective]?
- 6
Let's go back to step 5!
- 7
🤯 WOW! Now we have a great wall of ideas.
- 8
What seed might we plant together today that could make the most difference to (situation/product/strategy/client...)?
- 9
Any questions?
Read the full text
1. Hi, thank you for joining this discussion. I would like to brainstorm about [ what? ]
The objective of this session is to 👉👉discuss and brainstorm initial ideas to [what] 🙏
This is a collaborative session, so it feels a lot like a meeting(but without adding another meeting to your calendar). For example, you can see other people's answers and build on each other's ideas. You can even see each other's cursors if you end up crossing paths in this session. Of course, if you feel like joining a quick conversation with someone in the session, you can always join the voice call and say 'hi!'.
Let me give you some context.👇 [ ADD AN LINK AND VIDEO(Loom/Youtube) ]
You can also find all the documents and information here. Document link
👉Please "give me five" once you are done watching this video. ✔🙏
- Give me five!
- Walk away.
2. How do you feel about this topic? How do you feel about prioritizing this?
Help me evaluate how you feel about it. This makes you excited or do you think we should prioritize something else?
- Option 1
- Option 2
- Option 3
- Option 4
- Option 5
- Option 6
3. Before we start...What do you know about this?
What do you know about this? What input, experience, or knowledge can you share with us today that could help us foresee new opportunities and reduce risks? Is there anything you have heard from competitors, newspapers, new trends, customers, etc.?
4. What do we know that doesn't work or should be avoided?
What can we learn from past mistakes or others' mistakes? Please let me know if something comes to mind. In general, we want to have a good list of things to avoid doing before we start exploring ideas together. If nothing comes to mind, please skip this step.
5. Let's start sharing ideas! How might we [achieve the objective]?
Add one idea/suggestion per sticky note. 🔥🙏
Keep those notes short. I will contact you if I have questions or I need additional details.
6. Let's go back to step 5!
Read everyone's ideas and suggestions and select/react 👍 at least three that you think are great! If there are some ideas that should be avoided, please react 😩 and let us know so we can start evaluating things with a collective perspective.
💬💫👉 Any comments or explanations about why you have reacted to the ones you have? Please leave those comments here; it helps us understand your thinking process and what you see that may be invisible to us.
7. 🤯 WOW! Now we have a great wall of ideas.
Before you go, I wanted to ask you to share with me (please keep it short) what your proposal will be and what will have to include to be successful, keeping in mind everyone's knowledge and ideas.
If someone has already shared what you were just thinking, please react to their comment so we know what we all agree on.❤️
8. What seed might we plant together today that could make the most difference to (situation/product/strategy/client...)?
Skip if you don't have anything to add.
9. Any questions?
I will go through all of your comments and answers once the session is closed and will address all of your questions and concerns a few days later. If you have a question that requires an immediate answer, you can contact me through Slack.
🔥You can add additional comments here. What else should I be asking you? What else should I be thinking about? What else whould I consider? What challenges or obstacles do you foresee in implementing this plan? What conditions must be met, and what resources will we need to succeed?
5. Concept Development Meeting
4 steps- 1
The Dreamer position.
- 2
Best ideas win! Select the best ideas and move forward.
- 3
The Realist position.
- 4
The Critic position.
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1. The Dreamer position.
As a dreamer, you will need to focus on generating ideas without judgment, evaluation or restrictions. This position is meant to unlock as many ideas as possible form the team. From this position, you aren’t aware of any barriers, budget restrictions, technology limitations, etc. Dream big! Ask yourselves: What do we really want? How do we imagine our solution? What would be the ideal product or solution? Build on other team members' ideas and re-shape those ideas to dream bigger
2. Best ideas win! Select the best ideas and move forward.
Cluster the best ideas before you move to the next step. Move the ideas to the critic position. Note: Some teams move forward with one idea per session to keep the meeting short.
3. The Realist position.
From the best ideas/idea, start figuring out what steps and resources you would need to take to make that possible. Think of this like an action plan required to make those ideas a reality. Ask yourselves: What would need to be true to make this possible? How can we apply this idea? What would be our action plan? What would be our timeline and why? What resources would we need? What would facilitate the process? Tip: Believe that those ideas are possible before you start finding the reasons why the idea is not possible.
4. The Critic position.
Now you have an action plan, so you and your team will focus on finding solutions and tackling roadblocks. Ask yourselves: What are the key barriers? What problems do you see? What could go wrong with this idea? Would this idea satisfy all our needs? For how long? What is missing? How important is what we are missing? What are the weaknesses?
- The 3 Rooms
- What problems do you see?
- What are the weaknesses?
- Zero Judgement room
- What is missing?
- Pros and Cons
- Encourage wild ideas
- This is a sticky-note
6. Test Assumptions
7 steps- 1
What is your current assumption?
- 2
What's your Hypothesis?
- 3
What facts or correlations are you keeping in mind? (Optional)
- 4
Test/Experiment Number (Optional)
- 5
Which assumption/hypothesis are you testing?
- 6
How are you testing this hypothesis/assumption? (Optional)
- 7
Collect all your findings
Read the full text
1. What is your current assumption?
2. What's your Hypothesis?
3. What facts or correlations are you keeping in mind? (Optional)
4. Test/Experiment Number (Optional)
Add the test or experiment number here if you are experimenting with this idea multiple times.
5. Which assumption/hypothesis are you testing?
6. How are you testing this hypothesis/assumption? (Optional)
7. Collect all your findings
- Assumption/ Hypothesis Evaluation Board
- Test Number #
- VISUAL VALIDATION
- User feedback/reaction and findings. What did users tell you or do? How are you translating these findings?
- 04
- Hypothesis/Assumption
- 01
- Valid idea/concept
- Add a note here
- Add a note here
- Updates and findings during the experiment. (Add dates and specific findings)
- 02
- Surprising and interesting findings you want to highlight
- 05
- Unexpected
- Expected Results
- Findings What have you learned and what things were you able to validate?
- 03
- To-do List & Future steps or tests
- 06
- Invalid idea/concept
7. Rapid Prototyping
4 stepsShare your pictures and your prototype information here.
- 1
Proposal details
- 2
Create a prototype
- 3
Prototype test (Optional)
- 4
Evaluate the prototype (Optional)
Read the full text
1. Proposal details
Describe your solution and provide information about your proposal.
2. Create a prototype
Add your sketches, colors, materials, price comparison, etc
3. Prototype test (Optional)
Send your prototype or a link to your online app/webiste to your end user and film how they use your solution. Share the link to that video here.
4. Evaluate the prototype (Optional)
Look at you user using your prototype and evaluate how the use it. Where are they struggling? Are they reaching the goal? What do they think? What's their reaction? How much would they pay for it?
9. Learning Launch
3 stepsHow would you launch your product or solution?
- 1
Prepare the board
- 2
Actions.
- 3
Develop your action plan.
Read the full text
1. Prepare the board
Fill in missing details on the board. Add your goal, a description of the goal, and your current and desired status.
2. Actions.
Add all the actions you and your team will need to take to achieve your goal. Think about the actions you plan to take to reach your goal. You will evaluate and prioritize these actions using the board matrix template or by opening a new session (using tools like AARRR, B.E.A, or MOSCOW).
3. Develop your action plan.
Develop your action plan by filling out the action plan matrix. Evaluate the sections you are planning to take to reach your goal. Follow these five sections: How would this action be accomplished? Who will help in finalizing this action? The necessary time and resources. How will you assess that you are making progress? What metrics will you use? What evidence will indicate completion?
- [ADD GOAL HERE] (Make sure it is SMART: Specific, Measurable, Actionable, Realistic and Time Sensitive)
- Why is this goal important? [This goal is important because...]
- WHAT: [INSERT ACTION]
- WHAT [INSERT ACTION]
- WHAT: [INSERT ACTION]
- WHAT: [INSERT ACTION]
- How would this action be accomplished?
- Who will help in finalizing this action?
- Necessary time and resources
- How will you assess that you are making progress? What metrics will you use?
- What evidence will indicate completion?
1. Empathy map: Understand your Persona
3 steps- 1
Define your customer / persona
- 2
Find information about your customer
- 3
Evaluate your target on the empathy map board
Read the full text
1. Define your customer / persona
Make sure you have a persona in mind before starting this exercise. If you don't yet have one, create one using our "Personas" tool, or have a pre-defined persona in mind. You may add a link to the persona on the board.
Before proceeding, you should know basic information about the target: such as Age, Sex, Lifestyle, Hobbies, Status, Education, Location, Interest, Groups, etc. You should also know key characteristics that will differentiate your user from other people/users.
Make sure everyone understands who they are before you start building the empathy map.
👉You can add basic things here: Profile, Job to be done, Pain points, etc.
👇🙉🙊🙈But let's go over the details.
2. Find information about your customer
Start by finding information online (the easiest way to gather data quickly). Write down a number of places where your customers may hang out online, and make sure your team searches for recent data.
Excellent places to search are online forums, Facebook groups, comments sections of popular blog posts, Google reviews, and Amazon reviews. These pages are often excellent places to observe the way your customers really feel.
💥Note: Doing some research before you open the board and discuss this session further with your team can facilitate the process.
3. Evaluate your target on the empathy map board
An empathy map is an easy and visual matrix that captures knowledge about a user’s behaviors and attitudes. It is a useful tool to help teams better understand their users and to evaluate information during interviews.
Empathy maps have four elements:
Consider personal connections with family, friends, and coworkers along with what is being said in the media by bloggers, social media influencers, and experts in fields.
- Start typing here...
- Demographics and other details that are unique to this segment our user type
- The theory is based on the notion that people buy products and services to get a “job” done. When [situation] I want to [motivation or forces] so I can [expected and desired outcome]
- Pain points refer to specific issues encountered by customers, both existing and potential, within the business environment.
- User needs are the specific requirements and expectations of users that a product or service should fulfill to provide value and enhance their experience
- Who? What? When? ...Would their buying or any other behaviour will be influence by [something or someone]?
2. Pains & Gains
12 steps- 1
Describe your market.
- 2
What are they trying to avoid? (The Pain Points)
- 3
Define the customer’s current state and ideal state.
- 4
When do they need your solution the most?
- 5
Why does the user need the solution?
- 6
Where does the user use the solution? Do they use other tools? What is required for them to be successful?
- 7
Customer Gains
- 8
Dreams, motivation and fears.
- 9
What do they say? What do they hear?
- 10
What problem are you solving?
- 11
Defining the size of the market.
- 12
Persona profile (Optional)
Read the full text
1. Describe your market.
Define your main market on the sticky board. Who is your key user or buyer (people affected by the problem)? Who are you creating this solution (idea, product, solution, advertising, etc.) for? Be specific (age, sex, social status, etc)
2. What are they trying to avoid? (The Pain Points)
In this step, dig a little bit deeper and consider the reason behind that need and what negative emotions are they trying to avoid. Think about all the negative emotions, undesired costs or situations, and risks the customer/user (could) experience before, during, or after getting the job done. Ask yourself: What is stopping them from achieving their goal or job? What is it? When does it happen? Why does it happen? How does it happen?
3. Define the customer’s current state and ideal state.
In this step, with your team, define how the user and the buyer feel without your solution and how they would feel once they have your solution.
4. When do they need your solution the most?
With your team, find out when they think about the problem the most. Also, consider when they need this solution the most.
5. Why does the user need the solution?
With your team, create a list of reasons why they (user, customer, etc.) need your solution or idea. Cover the following questions: What social, emotional, cognitive, or functional jobs do your customers do on a daily basis? Why? Uncover why they need to do each of these things and you'll start to understand their lives more deeply. What prevents them from doing their jobs? Why do they need your solution? What type of "needs" do you cover? Primary needs? How is your solution solving their problem?
6. Where does the user use the solution? Do they use other tools? What is required for them to be successful?
Define the space where your user (customer, etc.) uses the solution. Try to be as descriptive as possible and imagine the space and the things around them.
7. Customer Gains
Think about all the benefits the customer/user expects, or would be surprised by. This includes functional utility, social gains, positive emotions, cost savings, etc.
8. Dreams, motivation and fears.
What keeps them up at night? What are they passionate about? Why? What's the reason behind that motivation or belief? What do they fear? Why?
9. What do they say? What do they hear?
Check forums, Facebook, social media or conduct new research to evaluate how your customer/user talks about the problem. Add your notes and findings here.
10. What problem are you solving?
Describe in detail what problem you are solving with your solution or idea.
11. Defining the size of the market.
Now that you and your team have defined the main audience, try to define the size of that target market and the rest of the audience. If the team has an approximate idea of the market size of each audience, we recommend adding that information here.
12. Persona profile (Optional)
Create a persona and add as much information as you consider important. Once everyone in the team has a clear idea o the motivations, fears, the solution your customer needs, etc add it to the board. You can also schedule a meeting to discuss further.
3. Frame the challenge
1 step- 1
Using this tool. (Internal instructions)
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1. Using this tool. (Internal instructions)
The Five Whys is a fantastic method to get to the core of a person’s beliefs and motivations. It may feel repetitive, like a four-year-old asking "why" over and over, but sticking with it can lead to valuable insights.
During an interview, start with broad questions like "Do you save much money?" or "How was your harvest this year?" Then, ask "why" five times to delve deeper into the answers. This method helps uncover emotional and human aspects of a problem.
Here's how to use it:
🤜1. Start with a broad question about the participant’s habits or behaviors, then ask "why" five times in a row. Use a different sticky note color for each person you interview.
🤨2. Focus on depth, not breadth. Ask questions that probe deeper into the reasons behind their answers.
🔥3. Write down their responses, paying attention to their reactions, exact words, and emotions. Ask follow-up questions like "How does that make you feel?" or "How would this affect your family?" to understand more.
😎4. Keep asking "why" until you reach deeper insights. This might not happen until the fourth or fifth "why."
😵5. After all the interviews, compile your insights and conclusions in the conclusion section.
- What's the challenge? Why is this important now?Who would be affected by the solution?
- Notes & Highlights
- What else didn't you do that you think could be affecting your health? Why? Tell me more about that
- Why do you think so?
- Why do you think so?
- Why?
- Describe the problem and the question. Initial question: How was your health this year?
- This is a sticky note.
- This is a sticky note.
8. Customer interview analysis
2 steps- 1
Collect insights.
- 2
Analyze results and add insights to the highlights and conclusion section.
Read the full text
1. Collect insights.
During the interview or phone call, keep this board open or take notes. Add one insight per sticky notes. Evaluate how people feel and their emotions. Do they sound excited? Are they confused?
2. Analyze results and add insights to the highlights and conclusion section.
- Neutral
- Bad experience
- Positive
- Extraordinary experience (excitement)
- Not working
- Name
- Name
- Name
- Name
- Name
- Name
- Name
- Name
- Question
- Answer
- Question
- Question
- Question
11. Graffiti wall: Improvements
10. Evaluation
5 steps- 1
Include the idea/ feature you want to evaluate on the board
- 2
Discuss the ideas or product features to be evaluated for this session
- 3
Discuss your idea using the four quadrants
- 4
Review points
- 5
Discuss best options and compile ideas
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1. Include the idea/ feature you want to evaluate on the board
The team lead or product owner can start adding features and product ideas to the board. Once you are done, invite your team.
2. Discuss the ideas or product features to be evaluated for this session
Add features that are missing, and use a different color sticky note for each feature. Make sure you add the source of the feature/idea (ie. does the feature idea originate from a competitor or client request?), as well as the problem the feature solves.
3. Discuss your idea using the four quadrants
Discuss your ideas from the point of view of each quadrant of Utility, Advantages, Resources, and Convenience. Add points to sticky notes on the board under each quadrant. Here are some example questions to ask yourself for each category: Utility: How can we make this idea work? Why is the idea useful? What could cause this idea not to work? Advantages: What are the advantages of this idea? What advantages would be gained if it was partially implemented / fully implemented? Are the advantages large? How long would they last? Resources: Do we have the resources to execute this idea? Which other resources will be useful? Do we have time? Convenience: Is this convenient for my customer? What kind of inconveniences are we going to have in implementing it, or after the implementation?
4. Review points
After all categories have been discussed, go one by one through all points posted to the board. Add discussion points to the note for this step. While reviewing each others' notes, keep coming up with additional points for each category. Debate points made by others, and think of ways to improve/evolve the current idea.
5. Discuss best options and compile ideas
Next, discuss the best options for moving forward with your feature ideas, and any modifications. Open a new session and create an action plan for implementation. If you discover the idea is no longer feasible, you may put it on the backburner until conditions change or scrap it altogether.
- Evaluation Board
- 2
- Pre-evaluation(Optional)
- 1
- Space to brainstorm before you move forward with the Evaluation board.
- ADVANTAGES What are the advantages of this idea? What advantages would be gained if it was partially implemented / fully implemented? Are the advantages large? How long would they last?
- UTILITY How can we make this idea work? Why is the idea useful? What could cause this idea not to work?
- Idea Name Description Problem feature/idea solves Source of feature/idea
- Idea Name Description Problem feature/idea solves Source of feature/idea
- Idea Name Description Problem feature/idea solves Source of feature/idea
- RESOURCES Do we have the resources to execute this idea? Which other resources will be useful? Do we have time?
- CONVENIENCE Is this convenient for my customer? What kind of inconveniences are we going to have in implementing it, or after the implementation?