Stakeholder Involvement in Co Design An
Stakeholder Involvement in Co Design An
Stakeholder Involvement in Co Design An
Cross Media
Supervisors
Processing Period
Hiermit erklären die Autorinnen, Anne Koslowski und Laura Schulz, dass sie
die vorliegende Arbeit selbstständig verfasst und keine anderen als die
angegebenen Quellen und Hilfsmittel benutzt haben; dass alle Ausführungen,
die anderen Schriften wörtlich oder sinngemäß entnommen wurden, kenntlich
gemacht sind und die Arbeit in gleicher oder ähnlicher Fassung noch nicht
Bestandteil einer Studien- oder Prüfungsleistung war.
II
ACKNOWLEDGMENTS
We wish to express our sincere thanks to all those who have inspired, supported
and encouraged us while writing this thesis. Special thanks go to:
Berit Godfroij and colleagues from the Co-Design Research Group at the
University of Applied Sciences Utrecht for inviting us to work with them, for
providing us with the topic and the case study, and helping us find our way in
this whole new study area.
Björn Stockleben, our supervisor, who gave us the key hint which made
everything fall into place eventually. He helped us with useful comments and
was always addressable when needed.
Nancy Brosig from the International office of the University of Applied Sciences
Magdeburg-Stendal for her kind support during our Erasmus-exchange with
the University of Applied Sciences Utrecht.
Kai Köllen for giving us the opportunity to get an extensive insight in his work
by inviting us three times to his office in Amersfoort for discussions and
interviews.
My (Anne) friends Abdelilah, Elena, Jessika and Mileen for their proofreading,
valuable ideas and steady encouragement.
Finally, my (Anne) family that always cares about my troubles and is there for
me.
My (Laura) family for always being there for me and for supporting me over the
whole-time span, with special thanks to my father Günther Schulz and my sister
Anne Schulz for proofreading and giving me valuable ideas and impulses.
All my (Laura) friends for their mental support and for always pushing me
forward, with special thanks to Anne for giving me the opportunity to be her co-
author of this master thesis and for being a valued companion.
III
ABSTRACT
Co-design is an umbrella term for participatory, co-creation and open design
processes. For example, when re-designing a pharmacy service of a hospital or
carrying out the energy transition in a country many kinds of stakeholders are
involved. In the hospital a team of patients, staff, doctors and senior
management will co-create the new service. In the energy transition citizens,
municipalities, suppliers, financiers and many other must work together
shaping a multi-stakeholder environment. While it has been a key tenet of co-
design to make the end-users of the design, as experts of their own experience,
become central in the design process other stakeholders have been neglected.
Notably the involvement of professionals whose knowledge is required for the
development of the product or service has not been considered sufficiently. This
has led to a lack of design methods and strategy frameworks that assist the
designers as project facilitators to consider the expectations of professionals
while dealing with the design problems. With the help of an extensive literature
research the authors first answer the research question how professionals and
other stakeholders in co-design projects can be analysed and managed. Then
they explore the expectations of the professionals in the case at hand making
them the experts of their own experience with the help of the persona technique.
The result is a prototype for a tool that aims at helping the project facilitator to
make better choices when involving professionals answering the research
question whom to involve when, why and how.
IV
TABLE OF CONTENTS
List of Figures
List of Tables
List of Appendices
List of Abbreviations
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Structure of the Thesis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
CHAPTER 1
1 Pre-study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
1.1 Findings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.2 Research Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
CHAPTER 2
2 What is Co-design? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.1 Definition of the Co-design Approach . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . 14
2.2 The (Co-) Design Development Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
2.3 The Changing Role of the Designer in the Co-design Context. . . . . . . . . . .22
2.4 Conclusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
2.5 Case Study: The “Green Deal” Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
CHAPTER 3
3 (Project) Stakeholder Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
3.1 History of the Stakeholder Approach to Strategic Management. . . . . . . . . . 28
3.2 A Definition of Stakeholders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
3.3 Why Stakeholder Management is needed
– Win-win Solutions rather than Trade-offs . . . . . . . . . . . . . . . . . . . . . . . . 35
3.4 Stakeholder Management in Design Practice . . . . . . . . . . . . . . . . . . . . . . . .38
3.5 Stakeholder Management Methods
– Theoretical Overview of Existing Methods . . . . . . . . . . . . . . . . . . . . . . . . .41
3.5.1 Stakeholder Identification and Prioritization – General Methods. . . . . .42
3.5.2 Stakeholder Mapping – An Overview of Existing Methods. . . . . . . . . . . 43
3.5.3 Stakeholder Involvement – An Overview of Existing Methods. . . . . . . .52
3.5.4 Conclusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
CHAPTER 4
4 The Role of Commitment and Goals in Projects. . . . . . . . . . . . . . . . . . . . . . . . 68
4.1 The Goal-directed Design Approach and The Persona Technique . . . .. . . . 69
4.2 Deduction of Interview Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
CHAPTER 5
5 Supplemental Data from Cultural Typologies. . . . . . . . . . . . . . . . . . . . . . . . . .78
5.1 Definition of Culture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
5.1.1 Organizational Culture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
5.1.2 Occupational Culture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
5.2 The Correlation between Profession and Design Process . . . . . . . . . . . . . . 82
5.2.1 Critique of David Kolb’s ELT and LSI. . . . . . . . . . . . . . . . . . . . . . . . . . . . ..86
5.2.2 Testing the Learning Style: A Self-made Tool . . . . . . . . . . . . . . . . . . . . . . 86
V
5.3 Measuring Organisational Culture Hofstede’s Cultural Dimensions . . . . . .89
5.3.1 Other Models to Differentiate Organisational Culture . . . . . . . . . . . . . . . . 93
5.4 Measuring Occupational Culture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..94
5.5 Interview Technique, Data Management and Analysis . . . . . . . . . . . . . . . . 96
CHAPTER 6
6 Persona Hypothesis and Persona-like Stakeholder Profiles . . . . . . . . . . . . . . .98
6.1 Mapping the User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
6.2 Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
6.3 Discussion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
CHAPTER 7
7 The Paper Prototypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121
7.1 The Design Process of the “Green Deal” Project. . . . . . . . . . . . . . . . . . .. . . . 121
7.2 Putting Together the Prototypes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
7.3 Findings and Conclusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
7.4 Method Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
CHAPTER 8
8 Usability Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
8.1 Test Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
8.2 Findings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
8.3 Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130
8.4 Revision of the Stakeholder Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
CHAPTER 9
9 Discussion and Prospects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
VI
List of Figures
Figure 1: Old and new design disciplines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Figure 2: Location of the new design disciplines in the design landscape . . . .16
Figure 3: The Double Diamond model proposed by the Design Council . . . . 20
Figure 4: Common simple presentation of the design process with fuzzy
front end. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Figure 5: Innovation Process of Beckman (2014). . . . . . . . . . . . . . . . . . . . . . . . 21
Figure 6: Generic stakeholder map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Figure 7: Stakeholder map – Power/Dynamism Matrix. . . . . . . . . . . . . . . . . . .46
Figure 8: Stakeholder map – Power/Interest Matrix. . . . . . . . . . . . . . . . . . . . . 47
Figure 9: Stakeholder map – Power, Legitimacy and Urgency Model. . . . . . . 48
Figure 10: Stakeholder map for whole system engagement. . . . . . . . . . . . . . . .49
Figure 11: Miller’s stakeholder map for whole system engagement in a
case study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Figure 12: The Value Design Method:
Combining user needs and stakeholder requirements. . . . . . . . . . .54
Figure 13: Five Stage Stakeholder Engagement Framework. . . . . . . . . . . . . . . 61
Figure 14: Relevance of the principles of the five stages of the framework. . . 62
Figure 15: The Value Flow Model with transactions of value between the
actors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Figure 16: Interview subjects mapped across a behavioural axis. . . . . . . . . . . 72
Figure 17: The four key activities of the design process linked to learning
styles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Figure 18: Contextual inquiry with the project facilitator at his office . . . . . .100
Figure 19: Interview subjects mapped across a behavioural axis. . . . . . . . . . .114
Figure 20: Interview subjects and persona hypothesis mapped across a
behavioural axis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 115
Figure 21: First version of a prototype of the stakeholder profiles . . . . . . . . . 121
Figure 22: The case study mapped to the design process (Beckmann, 2014).123
Figure 23: Matching of the stakeholder profile cards with the project
process phases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124
Figure 24: Examples of the method cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
Figure 25: Method cards and stakeholder profile prototypes for usability
test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Figure 26: Pictures of the revised prototypes of the stakeholder profiles. . . .134
List of Tables
Table 1: Chronological definitions of a stakeholder. . . . . . . . . . . . . . . . . . . . . . 32
Table 2: Overview of the trends within the fields of design research,
and business and strategic management. . . . . . . . . . . . . . . . . . . . . . . 40
Table 3: Advantages and disadvantages of stakeholder involvement
methods.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Table 4: Tensions between the logic of public bureaucracies and
collaborative innovation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
List of Appendices
Appendix 1: The Green Deal “Smart Energy Cities” Program. . . . . . . . . . . . . 152
Appendix 2: Design Process of the “Green Deal” Project. . . . . . . . . . . . . . . . . 153
Appendix 3: Design Process – Prototype 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Appendix 4: Design Process – Prototype 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . .156
Appendix 5: Method Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .157
VII
Appendix 6: Exploratory Interview Questions for Pre-Study. . . . . . . . . . . . . .160
Appendix 7: Transcript of Exploratory Interviews from Pre-Study. . . . . . . . .162
Appendix 8: Interview Guideline Part I – Goals and Culture. . . . . . . . . . . . . .170
Appendix 9: Interview Guideline Part II – Process and Stakeholders . . . . . .174
Appendix 10: Interview Transcript User 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Appendix 11: Interview Transcript User 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Appendix 12: Interview Transcript User 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Appendix 13: Learning Style Test from User 2. . . . . . . . . . . . . . . . . . . . . . . . . 234
Appendix 14: Learning Style Test from User 3. . . . . . . . . . . . . . . . . . . . . . . . . 237
Appendix 15: Paper Prototype of Stakeholder Profiles . . . . . . . . . . . . . . . . . . 240
Appendix 16: Usability Test Transcript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .242
Appendix 17: Spreadsheet of Interview Answers and Persona Hypothesis. . 249
Appendix 18: Revised Stakeholder Profile Prototype. . . . . . . . . . . . . . . . . . . 262
Appendix 19: Mind Map Pre-Study. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .265
List of Abbreviations
App. Appendices
Cf. compare (Latin: confer)
e.g. for example (Latin: exempli gratia)
Fig. Figure
ICB International Competence Baseline
(K)LSI (Kolb’s) Learning Style Inventory
(K)ELT (Kolb’s) Experiential Learning Theory
LST Learning Style Theory
MBA Master of Business Administration
n.d. no date
p. / pp. Page(s)
PMBOK® (Guide) Project Management Body of Knowledge
RQ Research question
SRI (International) Standford Research Institute
Tab. Table
TQM Total Quality Management
VIII
Introduction by Anne Koslowski and Laura Schulz
The thesis at hand focuses on those stakeholders whose knowledge is needed for
the development of a new product or service, called professionals (cf. Tassi,
2009) or stakeholders subsequently. These professionals have the authority
and/or responsibility for the development of a product or service (cf. Cooper,
Cronin & Reimann, 2007, p. 53), for example engineers, architects, managers,
and consultants. As they have different expectations regarding a project
outcome, they experience the design process differently. Therefore, they need
another kind of involvement than users do. Negotiating their inputs becomes a
key part of the designer’s decision-making, as in the context of co-design,
designers play the role of designers and project managers at the same time.
The authors of this thesis want to explore: How do professional experience the
co-design process? Why are they involved? And how can their commitment and
steady contribution be ensured in favour of a better outcome? They approach
these questions by investigating the professionals and the process of a co-design
project in the Netherlands. The case study was provided by the Co-Design
Research Group at the University of Applied Sciences Utrecht. With the help of
qualitative interviews incorporating frameworks on occupational and
organizational culture the authors capture the different goals, motivations and
1
expectations of the professionals. They are synthesized into profiles, similarly
to personas1, and presented as a prototype. Moreover, the authors create a
model of the process of the co-design project showing its distinguishable steps.
Together they are tested in the field in order to find out if they help the project
facilitator to plan stakeholder involvement more effectively and efficiently. The
thesis is backed up with an extensive benchmarking on existing stakeholder
analysis and management methods.
1 Personas are the results of applying the persona technique to analyse and describe (any
kind of) users (including stakeholders). The advantage of the persona technique is that
it gives the possibility to analyse users by incorporating the network that influence them
(cf. Cooper et al., 2014, p. 76).
2
Structure of the Thesis by Anne Koslowski and Laura Schulz
The authors start this thesis by presenting the pre-study (1.1) describing the
exploration process of the initial assignment given by the Co-design Research
Group at University of Applied Sciences Utrecht. Furthermore, they
demonstrate their findings which finally lead to the research questions (RQ1 &
2) which are presented (and also how they will be approached) in chapter 1.2.
In chapter 2.1 the authors define the term co-design (2.1.1) looking at different
approaches to the co-design process (2.1.2) which plays a greater role for the
stakeholder involvement tool in the empirical part of this thesis. Moreover, the
role of the designer in the co-design context is explained because this role is
tremendously challenging (2.1.3). For instance, it is the designer’s obligation to
develop a vision “that the entire team believes in” (Cooper, Cronin & Reimann,
2007, p. 54) in order to keep the collaboration meaningful and successful (cf.
Brause, 2017, p. 80). After giving a conclusion on the previous chapters, the
authors finally present the case study of this master thesis: the Green Deal
“Smart Energy Cities” project (2.1.5).
As both management studies and design studies stress the crucial role of
stakeholders in projects (cf. Project Management Institute, 2004, p. 24; Cooper,
Cronin & Reimann, 2007, p. 54) who should get a lot of attention already in the
pre-phase of a project (cf. Cooper, Cronin & Reimann, 2007, p. 53; Jani,
Sawhney, 2012, p. 55) the authors give a definition of how the term stakeholders
is understood in the context of this thesis (2.2.2). Before they give a brief
overview of the history of the stakeholder approach (2.2.1). In chapter 2.2.3 the
authors demonstrate why stakeholder management is needed (win-win
solutions rather than trade-offs), and how stakeholder management is applied
in design practice (2.2.4). An overview of existing stakeholder management
methods is shown in chapter 2.3 regarding the processes of stakeholder
identification and prioritization (2.3.1), stakeholder mapping (2.3.2) and
stakeholder involvement (2.3.3). As a result, a comparison of the stakeholder
involvement methods is presented in a table summarizing their advantages and
disadvantages (2.3.4).
To lead over to the goal-directed design approach of Cooper et al. (2014) chapter
4 explains which role goals in projects play, how they can differ between
stakeholders or be even reluctant, and how this affects the commitment of the
project participants. In chapter 4.1 Cooper’s et al. (2014) goal-directed approach
3
to the persona technique will be presented justifying why it was chosen for this
research and showing how the goals of each stakeholder can be captured. First
questions for the semi-structured interview guideline will be derived from that
method in chapter 4.2. As Cooper et al. (2014) suggest including the culture of
each stakeholder in a persona, and based on the findings from the pre-study
concerning different cultures in co-design projects chapter 5 looks at the
concept of culture. It starts with defining culture and the different layers of it.
Chapter 5.2. explains how professions differ in culture and how members of
professions cultivate different learning styles depending on their degree course
and in their current job role. Furthermore, it will be clarified how the concept of
learning styles matches with the design process continuing with the design
process suggested by Beckman (2014) as explained before in chapter 3.4. It also
clarifies how the framework of learning styles helps the authors making
predictions about and finding patterns in behaviours of the stakeholders of this
case study. After a critique of the concept of learning styles in chapter 5.2.2 the
authors present ways of measuring the different layers of culture in order to
operationalize it for their own data collection. In this chapter, more questions
for the interview guideline are being deduced. Finally, chapter 5.3 explains the
interview technique used as well as how the collected data was managed and
analysed.
4
Finally, the authors end in chapter 9 with a conclusion of their research and
future prospects as a groundwork for further research on the topic stakeholder
involvement in co-design projects.
5
CHAPTER 1
When the authors started out to explore the initial assignment given by the Co-
design Research Group at University of Applied Sciences Utrecht they realized
after a while: There is a lack of established theoretical framework in service
design and co-design (cf. Godfroij, Verhoeven & van der Lugt, 2013, p. 3; Han,
2010, p. 19). The approach of stakeholder involvement in the design process is
a new topic of study in the design field (cf. Gultekin et al., 2016, p. 97). The initial
assignment was:
The authors decided to approach this problem with the help of an exploratory
pre-study. Pre-studies are useful in order to gain “an understanding of the
system in which you will be researching” (Adams, Khan & Raeside, 2014, p.
143). Moreover, they help developing scientific research questions (cf. Döring &
Bortz, 2016, p. 192) which was the goal of the authors.
For the pre-study the authors defined stakeholders as those who have authority
and/or responsibility for the product being designed (cf. Cooper, Reimann &
Cronin, 2007, p. 53), following the definition of Cooper et al., who describe that
2
Assignment sent by Berit Godfroij via E-Mail on January 17th 2017, Utrecht
6
support, design, and usability. They may also include similar people from other
organizations in business partnerships with the commissioning organization”
(Cooper, Reimann & Cronin, 2007, p. 53).
Hence, the authors refer to those as stakeholders who shall, must or want to
participate in the design process “by contributing contextual information of
domain specific expertise” (Miettinen, 2013, pp. 58) except the end-users3.
Further stakeholders can be communities, shareholders, investors, government
regulatory agencies, industry trade groups, labour unions, professional
associates, and competitors (Tassi, 2009, n.d.).
For the exploratory pre-study the authors interviewed four researchers from the
Co-design Research Group: Remko van der Lugt, Berit Godfroij, Fenne
Verhoeven and Rosa de Vries. The authors decided to conduct semi-structured
guided interviews (Appendix 6) which provide “enough openness for participant
comfort and enough focus for the structure to work” (Granot & Greene, 2014, p.
78).
3
Users are those who are “exposed to interaction with a product or service or so-called
secondary users such as service personnel and employees of the service provider who
are involved in the provision of the service“ (Stickdorn & Schneider, 2013, p. 58).
4 Please find the mind map also online for interactive use: http://bit.ly/2j1fSFA l
1. context of collaboration
2. shared understanding between design consultant and service provider
3. stakeholder commitment
4. deliverables
Additionally, the authors gave their data different colours to point out their
affiliation to the four areas of interest5. All evidences concerning context,
including origin and duration of relationship, approach and focus as well as
culture and organizational change was coloured blue; evidences regarding
shared understanding, including knowledge generation and knowledge
communication got the colour became red; stakeholder commitment, including
trust, provider involvement ownership and internal communication were
assigned yellow; and deliverables, including stakeholder interest and evaluation
was assigned green. After that, the authors could recognize easily that the yellow
statements dominate all other colours.
Through the pre-study the authors gained valuable insights which helped them
to understand the problem better. The authors found out, that these insights are
similar to the results of the study by Godfroij, van der Lugt and Verhoefen
(2013): There are a lot of question marks when it comes to stakeholder
commitment and involvement. For example, one interview partner said that
“maybe some people who are involved and attending aren’t actually the most
important stakeholders”. Another one had major doubts about the engagement
of stakeholders: “To what extent are people from the inside and the outside
engaged in the process? To what extent can you keep that engagement and not
lose it over time? (…) How much can you expect from them and how much do
they expect?” The same problem topic came up again in another interview:
“Should different stakeholders be treated differently?”, “Maybe not every
stakeholder has to attend every meeting”, and “who is going to decide?” as well
as “who has which decision power?”
Not only the insecurity about not knowing when to involve whom, how and
when is an issue in co-design according to the findings. The researchers also
9
and implement a service innovation” is crucial. This condition was also stressed
in one of the four exploratory interviews:
“We were looking full force at the outside world or the users but kind of
ignoring a little bit the people that are going to build the intervention.
Nowadays I think much more in terms of having these flows of reaching out
to the outside world or users but then also reaching out to the people who are
going to need to work with our material. Back then we felt like we need to do
this evangelizing. User-centred design is almost like a belief. We need to
convince them. But we stepped away from this. It's not so necessary anymore.
A lot of people are aware that we need to include the users in the process.”
(Remko van der Lugt)
This leads to the problem that stakeholders do not pay attention in co-design
workshops and meetings. Instead they work on other things simultaneously,
getting called away as one interviewee told in the pre-study, or drop out of the
project completely: “We observed some stakeholders leave (..) halfway, or
individual representatives from organisations being replaced. If there is no
alignment of values, contribution, or expectations, people quite naturally drift
apart” (Raijmakers, Vervloed & Wierda, 2015, p. 27).
This quote shows that it is not only important to know the stakeholder’s multiple
responsibilities and their availabilities but also to know their expectations,
values and what they want to contribute. Other than hiring practice, project
teams are often composed with little or no systematic. It is most probable that
team members simply get delegated (cf. Wastian et al., 2012, p. 129). Yet, the
stakeholders’ reasons for being part of a project determine their motivation and
10
commitment (cf. Schröder, 2010, pp. 94). For example, when the project is
meaningful for the team member’s personal career development, and the
delegating company supports their endeavour, and when the stakeholders have
the authority to make independent decisions, then their commitment to the
project will be rather distinctive (cf. ibid, p. 95; pp. 179, p. 190). If this is not the
case decision-making processes slow down (cf. ibid, pp. 90), information flows
stagnate (ibid, p. 182), and conflicts arise.
As the authors found out in their pre-study it is crucial in any project but
especially in a co-design project to succeed in understanding who to involve,
why, how, and when. Contributing to fill the knowledge gap in the area of
stakeholder involvement in co-design projects the authors will answer the
following research questions (RQ):
RQ 2: At what point (stages and activities) and to which extent should and could
these stakeholders be involved during the process design
(WHO/WHEN/HOW)?
11
RQ1 will be answered by an extensive literature research on stakeholder theory.
The goal is a benchmarking of existing stakeholder management methods in co-
design. Apart from giving an overview of what is already there, the authors aim
at finding a missing link where their tool for stakeholder involvement bridges a
research gap between design and management studies. RQ2 will be answered
by exploring the case study of the governmental Green Deal project given by the
University of Applied Sciences Utrecht. Case studies are suitable for
approaching a certain situation or an event in depth (cf. Brandes, Erlhoff &
Schemman, 2009, p. 171). Whereas their results cannot be generalized they can
help describing and understanding the subject matter and therefore contribute
to theory building.
The research objective of this master thesis is to develop a tool that helps
facilitators of co-design projects to involve the right stakeholders at the right
time. This will be done by applying the persona technique. It is an elaborated
and widely used tool among (co-)designers to learn about stakeholders
respectively professionals (c.f. Tassi, 2009, n.d.). As a result, the authors will
create a paper prototype of persona-like stakeholder profiles. The profiles will
only be like personas because they will be based on a very limited number of
interviews due to a low number of stakeholders in this case study6. These
profiles shall be matched with the phases of the design process. Therefore, the
process of the Green Deal project will be described retrospectively by
interviewing the project facilitator. With his help, the authors will learn about
the process, its single steps, methods used in each meeting and workshop, and
the expenditure of time needed. Afterwards the authors will link this empirical
data to the design process suggested by Beckman (2014), who links the phases
and key activities of the innovation process to the specific skills and styles
needed from stakeholders (2014, p. 65). This will give the authors a first
reference point regarding RQ2.
The data for the stakeholder profiles will be derived from semi-structured
guided interviews with the stakeholders of the Green Deal project. The interview
questions will be deduced from Cooper’s et al. goal-directed design approach
and supplemental data, including Kolb’s Learning Style Theory as well as
frameworks about occupational and organisational culture.
6
Depending on the product Cooper et al. (2014, p. 49) suggest conducting six to twelve
interviews for each user type postulated in the persona hypothesis.
12
Finally, the authors test their early stage paper prototype in a real-life situation
with the project facilitator with the help of a usability test. This prototype will
be then revised and presented as a digital and final version of this project.
13
CHAPTER 2
2. What is Co-design? by Laura Schulz
The proposed research questions (chapter 1.2) investigate the roles and
responsibilities of stakeholders and/or stakeholder groups, the activities they
are involved with, the (co-) design process, and most importantly, how
designers contribute and manage stakeholder involvement effectively and
efficiently.
“Our process determines the quality of our product. If we wish to improve our
products, we must improve our processes; we must continuously redesign not
only the products but also the way we design.” (Dubberly, 2004, p. 5)
The authors of this research use the term co-design especially with regard to the
collective creativity of designers (in the role of a design project’s facilitator) and
people not trained in design working together throughout a specific design
development process.
7 The terms co-design and co-creation are often used synonymously, whereby co-
creation describes “any act of collective creativity” (Sanders & Stappers, 2008, p. 6) and
co-design relates to collective creativity applied across a design process. Thus, co-design
can be seen as a specific instance of co-creation.
14
Back in 1960s and 1970s, the notion of co-design (at first in Scandinavian
countries) dramatically changed the designer-stakeholder relationship in
design practice, especially in the public sector. Initially, the idea of co-design
was to create a democratic working environment for employees, as Kotter and
Schlesinger argued that “in general, participation leads to commitment, not
merely compliance” (Kotter & Schlesinger, 1979, p. 10). Since then, practice and
research on this inclusive design philosophy has been developed in many
directions, along with other notions such as user-centered design8 and human-
centered design9. In recent years, design practice has been moved from a
preoccupation with the making of stuff to a focus on the purpose of designing
and on making stuff for people in the context of their lives. The new and
emerging design domains (Figure 1 & 210) are bigger and more ambitious than
the traditional design disciplines and require the collaboration of people from
many different backgrounds, including both designers, who normally do not
undertake any managerial education, and non-designers, who neither were
trained in nor were experienced working with design (Sanders & Stappers, 2014,
p. 17).
Figure 1: Old and new design disciplines (from a focus on the design object to a focus on the purpose of
designing)
Source: Sanders & Stappers, 2014, p. 17
Everyday Things. Norman (1988) suggests that designers should focus on users’
everyday life experience and their unspoken needs while designing products.
9
As user-centered design suggests that design should be carried out in a manner that
considers user’s needs as paramount, human-centered design extends this idea and
suggests that all stakeholders involved in the production and consumption (directly or
indirectly) of the design solution should be considered (cf. Novoseltseva, 2017)
10
Located in the upper right area (yellow zone); for more information, see Sanders &
Stappers, 2014, p. 21
15
Figure 2: Location of the new design disciplines in the design landscape
Source: Sanders & Stappers, 2014,p. 21
16
goals, or financial concerns.” (Brause, 2017, p. 174). This quote mentions both
internal and external factors that have an impact on a project team member. On
the one hand, there are “environmental goals”, “financial concerns”, and
contractual conditions that can influence an individual and the company it
works for. On the other hand, it mentions “distinct methods and backgrounds”
as well as “design values” as internal viewpoints that individuals act upon.
Hence, there are many different influences that steer the behavior of a person
in a project team.
Furthermore, most co-design efforts fail because they don’t get enough
submission. Stakeholders either do not have time as they are quite busy, nor
they aren’t enough interested in spending their valuable time giving ideas to
benefit the co-design project outcome. It is essential to get a critical mass of
people, otherwise the chances of co-creation success drop. As a result,
understanding the motivations of co-creators is critical for activating them to
submit good ideas. Furthermore, to make co-creation successful it is needed to
convince stakeholders of the value of the co-design approach (cf. Ramaswamy
& Gouillart, 2010; Bughin, 2014; Kohler, 2015, all cited in Petri, 2016, p. 9).
One of the goals of the co-design process is that all actors involved in the design
project share and create knowledge through design, communication, knowledge
creation and integration. But, as mentioned before, the creation of shared
understanding between actors from different disciplines is difficult as these
actors have different backgrounds, interests and perspectives on the project’s
outcome (cf. Dougherty, 1992; Bond & Ricci, 1992, both cited in Kleinsmann &
Valkenburg, 2008, p. 371; Wastian et al., 2012, p. 239) Moreover, non-designers
are often faced with the problem that they aren’t familiar with the design process
in general. They easily get lost in the process since they don’t know design
techniques. Earlier research on shared understanding in co-design teams has
found that a lack of shared understanding causes unnecessary iterative loops in
the process of design and results in a decrease of the stakeholders’ commitment
and involvement (cf. Valkenburg & Dorst, 1998, cited in Kleinsmann &
Valkenburg, 2008, p. 371; Enninga et al., 2013, p. 43). “Ultimately a lack of
shared understanding reduced the quality of the final product, because not all
problems have been solved in the end.” (Kleinsmann & Valkenburg, 2008, p.
371). These findings highlight the importance of having shared understanding
in (design) project teams, whereby some researchers put especially emphasis on
17
the process of creating shared understanding (see e.g. Dong, 2005; Mulder,
Swaak & Kessels, 2002).
Despite slight variations in the details, early research and practice often
presented the design process in two main stages: problem definition (analysis:
focus on discovery or finding) and problem solution (synthesis: focus on
invention and making) or synonymously planning and creating. These two
stages were then divided into smaller steps (cf. Buchanan, 1992, p. 15; Spinelli
18
& McGowan, 2013, pp. 65). Jones presented a codified three-stages process,
which had a significant influence on design methodology in research and
practice.11 This model shows a design process through three stages, these being
analysis, synthesis and evaluation. Jones named and explained these as
divergence (breaking down the problem into smaller pieces), transformation
(putting the pieces together in a new way) and convergence (putting this new
arrangement into practice) (cf. 1992, p. 63). These early design process
frameworks are criticized for promoting “an illusion of linearity and
mechanism” (Dubberly, 2004, p. 12). The fundamental assumption behind
these linear models of the design process is that a design problem can be defined
fully at an early stage, then solved in a later stage while the problem situation
does not change. However, Buchanan points out that the nature of design makes
it an exploratory process of enquiring and creating in complex environments
(cf. 1992, p. 15). Proposals for a normative process in the past took a
fundamentally rational approach to the design process and how designers work
by ignoring the importance of embracing the random nature of creative
thinking. In contrary, the design or innovation process should be seen as an
interactive process where recursivity is the norm and phases are conflated. As a
result, nowadays models which reflect the iterative nature of design and
emphasize feedback loops in decision-making, like the Double Diamond model
(Figure 3) have gained popularity. The Double Diamond model12 was proposed
by the Design Council in 2005 to represent the four phases of the design process
these being Discover, Define, Develop and Deliver (Design Council 2015).
11 For example, the Design Council describes their Double Diamond Model as moving
models where it places emphasis on the Discover phase as one of the most critical, and
the one which makes best use of the designer’s knowledge and skills. In this phase, the
designer explores a design problem through user research and creative thinking and
notices new things and gather insights. This broad phase involves divergent though
which seeks to generate a multitude of ideas for decision-making for the next Define
phase (cf. Design Council, 2007, pp. 6; Design Council, 2015).
19
Figure 3: The Double Diamond model proposed by the Design Council
Source: Design Council 2015
In recent design literature there is a large and growing emphasis on the front
end, formally called pre-design, which is often referred to as fuzzy because of
the ambiguity and chaotic nature that characterize it (Figure 4). In the fuzzy
front end, it is often not known what the deliverable of the design process will
be, e.g. a product or a service. Considerations and explorations of many natures
come together in this increasingly critical phase with the goal to determine what
is to be designed (cf. Laurel, 2003, p. 145; Sleesvijk Visser, 2009, p. 27). The
fuzzy front end is followed by the traditional design process where the resulting
ideas for product, service, interface, etc. are developed first into concepts, and
then into prototypes that are refined based on the feedback of future users (cf.
Sanders & Stappers, 2008, p. 7).
Figure 4: Common simple presentation of the design process with fuzzy front end
Source: Sanders & Stappers, 2008, p. 7
20
Sanders and Stappers (2008) as researchers and practitioners, point out that
“co-creation practiced at the early front end of the design development process
can have an impact with positive, long-range consequences” (Sanders &
Stappers, 2008, p. 13). Other researchers have also acknowledged that
gathering information about the needs and wishes of users (as one stakeholder
group) in the fuzzy front end creates a deeper shared understanding and is a
determinant of success, because if choices are embedded in the values of the
user this prevents mistakes later in the process (see e.g. Kujala, 2003; Ramesh
& Tiwana 1999; Kleinsmann & Valkenburg, 2005; Sanders & Stappers, 2008).
Thus, the application of the co-design approach both in the moment of idea
generation and continuing throughout the design process at all key moments of
decision, will change design.
The authors of this thesis selected the Innovation Process of Beckman (2014) as
the theoretical design process framework for their specific research case aiming
to get a first reference point regarding RQ 2 (chapter 1.2). It contains the four
key activities that are core to innovation: Observations, Frameworks,
Imperatives, and Solutions (with a highly iterative nature) along the process
stages of problem framing (analysis) and problem solving (synthesis) (Figure
5):13
The Frameworks phase requires taking all the messy data captured in the
Observations phase and extracting key insights. A wide variety of tools is used
at this phase, e.g. customer journey maps that facilitate understanding customer
needs, industry maps that help identify alternative bases for competition, and
business model canvases that display core elements of a business and their
interactions (cf. ibid).
The Imperative phase moves the team into synthesis work where choices are
made as to which of the insights generated in the Frameworks phase are most
important. Then ideas are generated to respond to those insights. In short, the
team goes from framing the problem to solving the problem, moving from
opportunity recognition to value creation (cf. ibid).
Finally, the Solution phase takes the concepts generated in the abstract and
makes them concrete, building prototypes (e.g. physical products, storyboards,
simulations or business models) and taking them back to customers and users
for testing (cf. ibid).
Beckman (2014) matched this Innovation Process with four different learning
styles that are best suited to lead and execute (chapter 5.2).
As Buchanan (1992) argued design problems are often not determined and
cannot be formulated; rather, all design deals with wicked problems that have
no answer but only possibilities, where design is the domain of operation.
However, designers are not the only professionals who have the capability to
create or see these possibilities. The role of the design project facilitator, usually
undertaken by the project designer, becomes an essential component of a
successful co-design project. This project facilitator should be able to provide
ways for people to engage with each other as well as providing ways to
communicate, be creative, share insights and test out new ideas (cf. Steen,
22
Manschot & De Koning, 2011, p. 59; Kleinsmann & Valkenburg, 2008, p. 384).
Press and Cooper (2003) illustrated the multifaceted roles of design managers
in practice in various contexts. They also suggested that the shared goal of
Design Management is to “enable design to be used effectively” (Press &
Cooper, 2003, p. 194) in organizations. As a result, nowadays the role of a
designer in the design process has more to do with integrating “the ideas of
designers and manufacturers about their products; the internal operational
logic of products; and the desire and ability of human being to use the product
in everyday life in ways that reflect personal and social values.” (Buchanan,
1992, p. 20).
In the context of co-design, designers as project facilitators start to play the role
of designer and design manager at the same time – producing design solutions
as well as coordinating multiple stakeholders, adopting management languages
and giving suggestions on business development. They play multifaceted roles
to achieve different purposes, creating collective tacit and explicit knowledge14,
articulating and facilitating new knowledge generation, and integrating
knowledge from different sources into the outcomes. Designers in the 21st
century are likely to build on their recognized skills of creativity and synthesis,
and furthermore become negotiators of value, facilitators of thinking,
visualizers of the intangible, navigators of complexity, mediators with
stakeholders, and coordinators of exploration (cf. Inns, 2007, p. 25; Press &
Cooper, 2003, pp. 154; Manzini, 2009, p. 11; Julier, 2007, p. 208; Morelli, 2007,
p. 6; Thackara, 2006, p. 7; Burns et al., 2006, p. 27; Lee, 2008, p. 36; Body,
Terrey & Tergas, 2010, p. 64).
14 Explicit knowledge may be provided by the client and stakeholders in the form of
It is obvious that the success of the project largely relies on the designer’s ability
to build relationships and trust in other stakeholders. Establishing these
necessary relationships and effective communications with key stakeholder
groups is a crucial issue in managing co-design projects. This can be challenging
for co-designers; even if the designers’ ability to holistically study people’s life
and experience and to empower creativity and collaboration among all
participants is increasingly recognized in the management context. As
knowledge agents, designers have to develop power-sensitive skills while
working in an increasingly complex stakeholder environment of innovation.
However, designers already do have the advantage of using rich communication
methods, such as visualization and metaphoric storytelling, to achieve empathy
among stakeholders. Nevertheless, designers as it seems often still rely purely
on experience and gut feeling to adjust their relationships with other
stakeholders at different stages of the design process (cf. Kouprie & Sleeswijk
Visser, 2009, pp. 437; Han, 2010, pp. 38)
15IDEO, for instance, launched in 2009 their Human-Centered Design Toolkit for
non-governmental organizations (NGO) and social enterprises to help stakeholders to
understand the value of design and to sustain design management throughout the
process (IDEO, 2015). The Service Design Tools site, e.g., also provides a wide range of
tools and techniques to support the co-design process (for more information, see
http://www.servicedesigntools.org). Furthermore, the textbook This is Service Design
Thinking illustrates methods and tools of service design as a kind of toolkit (cf.
Stickdorn & Schneider, 2016)
24
regarding the relationships with other (key) stakeholder groups. Hence, studies
concerning various stakeholder groups and designers’ contributions to their
collaboration are lacking (cf. Walker & Marr, 2001, p. 92; Han, 2010, p. 4;
Sanders & Stappers, 2014, p. 23; Gultekin et al., 2016, p. 97).
In the context of co-design, designers as project facilitators start to play the role
of designer and project manager at the same time. They play multifaceted roles
to achieve different purposes, creating collective tacit and explicit knowledge,
articulating and facilitating new knowledge generation, and integrating
knowledge from different sources into the outcomes. Negotiating stakeholder
inputs in different stages becomes a key part of the designer’s decision-making,
however, designers are still facing problems concerning stakeholder
management.
The Green Deal project (as one part of the Green Deal “Smart Energy Cities”
program (Appendix Fehler! Textmarke nicht definiert.) was given to the
authors as the case study of this master thesis by the Co-Design Research Group
at University of Applied Science Utrecht. The program was created by the Dutch
Government at the end of 2013 as a public-private partnership aiming to
provide 100.000 homes and neighborhoods with (state of the art) solutions for
25
smart, decentralized energy services.16 According to the government, besides an
accelerated transition to a smarter, more sustainable energy supply there is also
an effective but social approach by activating and consulting residents and
owners of buildings.
For twelve projects in five municipalities, several “Smart Energy Cities” teams
have been compiled. These integral teams consist of market experts including a
creative producer (who encourages the demands of residents), an innovation
coach (as energy expert), and a representative of the network administrator.
The authors’ contact person18 concerning the case study (working as a partner
and service designer for a service design counseling agency in the Netherlands)
participates in the projects of Eindhoven. He has the position of the creative
producer (project facilitator) and is therefore responsible for the following
tasks:
In the first interview with the project facilitator, he stated the following people
as the key stakeholders of the project that was given to the authors as their case
study:
16 Including energy saving, the application of local, renewable energy sources and new,
smart energy services and furthermore, optimizing the heating, cooling and electricity
infrastructure. This program is in some extent comparable to the energy system
transformation in Germany (more information:
https://www.bundesregierung.de/Webs/Breg/DE/Themen/Energiewende/_node.ht
ml)
17 More information: http://www.smartenergycities.nl
18 called user 1 by the authors (chapter 6)
26
• P. van P.19 (Developer of 3D-Tool)
• A. V.20 (Sustainability Manager)
• J. R.21 (Innovation Coach)
• H. K.22 (Area Manager)
In chapter 7.1 the design process of the “Green Deal” project will be presented
in greater detail.
27
CHAPTER 3
3. (Project) Stakeholder Management by Laura Schulz
As Eskerod, Huemann, and Savage (2015) point out in their special issue on
project stakeholder management (Project stakeholder management – past and
present), the origins of project stakeholder management are not found in the
project management field itself. They rather originates from theories of strategic
management, where the stakeholder approach to strategy emerged in the mid-
1980’s. A focal point in this movement was the publication of Freeman’s book
Strategic Management: A Stakeholder Approach in 1984, in which he
encouraged a Stakeholder View of the Firm, to enhance another perspective of
companies which differed from dominant views where production and
management processes are in focus (cf. Freeman, 1984, p. 25; Eskerod,
Huemann & Savage, 2015, p. 6; Freeman & McVea, 2001, pp. 18). He proposed
his stakeholder management concept as a response to the inadequate theories
area (often within a certain time period) and provide a solid background for a research
paper’s investigation. The focus of this method is to summarize and synthesize the
arguments and ideas of others without adding new contributions but, depending on the
situation, it may evaluate the sources and advise the reader on the most pertinent or
relevant. A qualitative meta-synthesis is an approach to analyse data across qualitative
studies and can be described as a process that enables researchers to identify a specific
research question and then search for, select, appraise, summarize, and combine
qualitative evidence to address the research question (cf. Erwin, Brotherson &
Summers, 2011; Ahrens, 2014, pp. 120; The Writing Center, n. d.; Gunnarsson, 2014).
28
of the 1960s and 1970s that were neither helping managers develop new
strategic directions nor were they helping them understand how to create new
opportunities in the midst of environmental turbulence and change. His
proposal aimed to broaden the concept of strategic management beyond its
roots in economic terms (cf. Freeman & McVea, 2001, pp. 4). As Freeman
observed “[O]ur current theories are inconsistent with both the quantity and
kinds of change that are occurring in the business environment of the 1980’s. A
new conceptual framework is needed.” (Freeman, 1984, p. 5).
Another inspiration for the stakeholder management theory and the conceptual
construct stakeholder originated from Scandinavian as recent research by
Robert Strand along with Freeman shows (cf. Strand & Freeman, 2015): In 1968
Rhenman, a Swedish researcher, explicitly used the stakeholder term in his
book Industrial Democracy. He pointed to the mutual dependencies between
the company and its stakeholders. According to him these stakeholders were
dependent on the company to be able to realize their personal goals, whereas
the company was dependent on the stakeholders to realize the company’s
objectives (cf. Eskerod, Huemann & Savage, 2015, p. 7).
31
Table 1: Chronological definitions of a stakeholder
Source: Mitchell, Agle & Wood, 1997, p. 855
32
However, the dyadic relationship between the organization and their
stakeholders was increasingly considered more complex and dynamic over the
years. Thus, modern stakeholder theories “have moved away from an entirely
corporate-centric focus in which stakeholders are viewed as subjects to be
managed towards more of a network-based, relational and process-oriented
view of company-stakeholder engagement.” (Andriof & Waddock, 2002, p. 19).
Clarkson (cf. 1995, pp. 106) suggested the categories of primary and secondary
stakeholders. According to him primary stakeholders are those who are crucial
to the survival of the organizations, e.g. the government providing the
infrastructure and legal framework where the organization operates. Secondary
stakeholders are the ones who can affect and can be affected by the organization,
but who are not essential to the organization’s survival, e.g. the media. Similarly,
Karlsen (cf. 2002, pp. 20) categorizes stakeholders by analyzing the power
relations between the organization and its stakeholders and points out that
stakeholders hold different powers that affect the results of a project: The more
powerful ones are considered with a higher priority and can be categorized as
immediate, whereas the rest can be categorized as extended stakeholders. Thus,
some stakeholders have control over the information and resources, while
others hold the decision of whether the project is a success or not. These power
relationships form a highly complex and changing network within which project
management is operating. Ignoring, misunderstanding or mismanaging such
(key) stakeholder groups can cause unexpected problems to the project’s
progress and increase the risk of failure. Hence understanding stakeholder
needs, interests, and powers becomes an increasing requirement for the
management of (any types of) projects (see also Cleland, 1998; Jergeas et al.,
2000; Elias, Cavana & Jackson, 2002; Han, 2010). In the case of a co-design
project, stakeholders can be defined as those individuals or groups who are vital
in defining value, and ensuring the success of the co-design process, and its
outcome (cf. Freeman, 1984, p. 31; Eskerod, Huemann & Savage, 2015, p. 7).
As shown, the definition of the term stakeholder has been developed and
extended over the years. Furthermore, an increasing recognition of various
stakeholders or stakeholder groups as a whole can be observed. Nevertheless,
among stakeholder theories (end) users (as the ones who are going to use the
project outcome) are often emphasized as the primary or immediate
stakeholders. The focus on end users of business offerings was given
“tremendous emphasis toward the twentieth century as organizations adopted
33
“searchers for excellence” and various forms of Total Quality Management
(TQM)” (Walker & Marr, 2001, p. 92).
When the authors of this thesis use the term stakeholders they refer to anyone
who will be affected by or will affect [the organization’s] strategy - except the
(end-)user. Users are those stakeholders who are “exposed to interact with a
product or service or so-called secondary users such as service personnel and
employees of the service provider who are involved in the provision of the
service” (Stickdorn & Schneider, 2016, p. 58). Instead the authors define those
stakeholders who have authority and/or responsibility for the product or service
being designed and therefore can be categorized as primary or key stakeholders
because they are considered as vital to the success of a co-design project. They
refer to those who shall, must or want to participate in the design process by
contributing contextual information of domain specific expertise (chapter 1) –
adhering to Alan Cooper’s et al. definition that
34
“[…] stakeholders are key members of the organization commissioning the
design work. Typically they include executives, managers, and representative
contributors from development, sales, product management, marketing,
customer support, design, and usability. They may also include similar people
from other organizations in business partnerships with the commissioning
organization.” (Cooper et al., 2014, p. 39).
35
time, within budget, on specification, and to stakeholder satisfaction) and
project product success (e.g., fulfilling the purposes of the project and
harvesting stipulated benefits for the investor and other stakeholders). It helps
the project manager and the project team to see, in proper time, the project
through more lenses – the project’s lenses and the stakeholder’s lenses – to
finally seek win-win solutions rather than trade-offs (cf. Eskerod, Huemann &
Savage, 2015, p. 10). But “To obtain this it is, however, necessary that the
applied project stakeholder analysis methods are appropriate, and neither too
complex (so that they are difficult to apply, or the data produced too
overwhelming to make use of) nor too superficial (so that the data produced are
not relevant or sufficient).” (Eskerod, Huemann & Savage, 2015, p. 10).
36
time and long-term consequences makes the stakeholder management of and
for projects such an interesting and fundamental question (cf. Eskerod,
Huemann & Savage, 2015, p. 9).
Research on stakeholder theory over the last decades has led to a rich and varied
amount of literature and various contributions25. Stakeholder involvement
plays an increasing role in today’s design processes. The next step is to see the
existing stakeholder theory as a way to redefine how we think about value
creation through stakeholders in co-design projects. In classical project
management approaches it is characteristic that the relationship between the
project and the stakeholders are typically seen as dyadic (rather than a network
approach), placing the project in the middle26. Furthermore, traditional views
of strategy often have ignored some stakeholders, marginalized others and
consistently traded-off the interests of others against preferred stakeholder
groups. According to Freeman and McVea (2001) “such an approach may well
be appropriate in a relatively stable environment.” but “[…] in a world of
turbulence and accelerating change the limitations of traditional approaches to
strategic management become increasingly apparent. The interests of key
stakeholders must be integrated into the very purpose of the firm, and
stakeholder relationships must be managed in a coherent and strategic fashion.”
25 Recent examples of articles within the project management field are Littau, Jujagiri,
and Adlbrecht (2010) and Mok, Shen, and Yang (2015). Recent examples of articles that
draw on process analyses are Beringer, Jonas, and Gemünden (2012); Jepsen (2013);
Eskerod and Vaagaasar (2014); and Yang, Wang, and Jin (2014). Even doctoral theses
on project stakeholder management can be identified, for example, Bourne (2003)
(referred to in Walker (2014)) and Aaltonen (2010), as well as these scholars’
subsequent publications, for example, Bourne (2009), Aaltonen and Kujala (2010), Han
(2010) and Aaltonen (2011).
26 This project-centric approach has a number of weaknesses as several authors have
pointed out (see e.g. Freeman, 1984; Savage et al., 2010; Aaltonen, 2011; Ackermann &
Eden, 2011; Eskerod & Jepsen, 2013). It does not acknowledge that (1) the project may
not be the center of attention for the stakeholders as they have their own set of
stakeholders to relate to (and some of them may even be more important), (2) the
project stakeholders may relate to each other and even be more influenced by some of
the other stakeholders than the project team, and (3) the project stakeholders may form
coalitions and be much more powerful than a dyadic analysis can detect.
37
(Freeman & McVea, 2001, p. 12). Stakeholder management calls for an
integrated approach to strategic decision-making where managers find ways
to satisfy multiple stakeholders simultaneously in a way that ensures the long-
term support of all stakeholders (cf. Freeman & McVea, 2001, p. 15). Other
authors within the project management literature also claim that the current
methods for project stakeholder analysis are of limited value. For instance,
Jepsen and Eskerod (2009) state that “the current guidelines for project
stakeholder management should be considered as a conceptual framework
rather than instructions on how to do a real-world stakeholder analysis.”
(Jepsen & Eskerod, 2009, p. 335; see also, e.g. Eskerod & Vaagaasar, 2014).
Furthermore, Eskerod and Huemann (2013), have analyzed the international
standards and bodies of knowledge (e.g. A Guide to the Project Management
Body of Knowledge (PMBOK® Guide), the International Competence Baseline
(ICB), and PRINCE2) and argue that today’s working forms of stakeholder
management have a number of limits, because (as the core argument) they are
not suited for grasping the increased complexity facing project managers and
project teams (cf. Eskerod, Huemann & Savage, 2015, p. 10).
38
relationships to their users (cf. Basole & Rouse, 2008; Gardien et al. 2014, all
cited in Gultekin et al., 2016, p. 98)
In innovation networks, the value for the users is created through direct and
indirect relationships with many partners at the network level. The design
proposal and the idea of how to realize the solution are both defined in relation
with the input of the stakeholders based on their knowledge, resources and
expectations (cf. Basole & Rouse, 2008; den Ouden & Valkenburg, 2011; Tomico
et al., 2010; Brand & Rocchi, 2011, all cited in Gultekin et al., 2016, p. 98)
Gultekin et al. (2016) emphasize that “defining the complementary knowledge
and resources to generate value (how), and bringing the right collaborators
together (with whom) becomes as equally important as determining the
solution (what).” (Gultekin et al., 2016, p. 98). In this context designers have to
deal with some challenges, which require new approaches in practice
concerning the design process. Firstly, the complexity of design problems
requires that designers consider a broader technological and social context.
Secondly, designing in this new domain requires consideration and inclusion of
(all necessary) stakeholders who are affecting, or being affected by the problem
or the solution from the very beginning of the design process (cf. ibid, p. 97).
27See e.g. Steen, Manschot & De Koning, 2011, Smith & Fischbacher, 2000; Mok &
Shen, 2016; Han, 2010; Kleinmann & Valkenburg, 2008; Segelström, 2013
39
strategic management” has developed to support the value co-creation and has
networked innovation practices.
Table 2: Overview of the trends within the fields of design research, and business and strategic
management
Source: Gultekin et al., 2016, p. 99
40
creation and networked innovation practices and methods that aid designers for
these purposes (cf. Gultekin et al., 2016, p. 100).
“As a designer, engaging with all key stakeholders on a given project […] may
be viewed either as cumbersome and time consuming or as an opportunity to
create better outcomes. Embracing the latter in a strategic way often achieves
greater consensus for a project throughout the design process. However, in
order to make it meaningful to the participants, the client, and the design
team, you have to ask the right questions, distinguish definite needs from
wants, and ensure that everyone – not just the one with the loudest voice – has
an opportunity to participate in the discussion.” (Lee, 2015)
Various tools and techniques are presented in textbooks that are meant to help
(service) designers to learn about and from stakeholders aiming to give them
the capability not only to develop useful design solutions but also to improve
stakeholder involvement in design projects.28 Nevertheless, most of these books
focus on either research or on making the business case rather than teaching
how to properly use the tools. The literature is not yet mature enough to provide
much sufficient guidance or insights for (service) designers. Moreover, many
existing studies on value proposition in design projects have a strong emphasis
on customers or users which means that there’s still a general focus on one
particular stakeholder group – the end users (chapter 1).
28 This is Service Design Thinking (Stickdorn & Schneider, 2016) is one popular
textbook which features a distinct section on tools for service design. The Service Design
Tools website is also widely recognized as a platform that illustrates various
communication methods supporting the design process (Tassi, 2009). The publication
Multi-stakeholder management: Tools for Stakeholder Analysis: 10 building blocks for
designing participatory systems of cooperation (Zimmermann & Maennling, 2007)
takes a realistic look at practical development cooperation. This volume was designed
to serve practical aspects by illustrating ten building blocks, with procedures and
suggestions for visualization for practical use.
42
organizational culture (chapter 5.1.1) or available resources. Organizational
process assets include the following: policies, procedures, general guidelines.
This theoretical overview builds the basis for filling in a knowledge gap in the
area of stakeholder involvement in co-design projects and therefore to answer
of the defined research questions (chapter 1.2).
43
Based on literature there are various types or models of stakeholder mapping.
The following overview does not aim at outlining every existing method, but
rather giving an overview of the most common ones that are believed to be used
in practice.
In the 1960’s Katz and Kahn (1966) began to develop organizational frameworks
that defined the organization relative to the system that surrounded it and
Thompson (1967) introduced the concept of clientele to take into account
groups outside the traditional boundary of the firm. These approaches
foreshadowed attempts to emphasize the external environment as a significant
explanatory factor of the organization of the firm (cf. Freeman & McVea, 2001,
pp. 7).
Internal stakeholders are people or groups of people who come from within an
organization and have interest in the organization’s activities; whereas external
44
stakeholders are people or groups of people with vested interest in the
organization that comes from outside the organization. Based on this insight,
Ackoff (ibid, p. 7) argued that solving system-wide problems require the
participation of all stakeholders for developing collective strategies to optimize
the network.
The discovery of the difficulty describing a firm without full recognition of the
relationships on which it depends, has helped underline the fundamental
importance of the stakeholder concept itself.
47
qualitative criteria of power (e.g. the ability to influence the organization),
legitimacy (e.g. the relationship in terms of legality and appropriateness) and
urgency (e.g. the expectation of the stakeholders with respect to criticality and
time-sensitivity) as principles of who and what really counts (Figure 9). That
means that a powerful and legitimate stakeholder with an urgent interest should
be offered more management attention than one without these three attributes.
This model visualizes various stakeholder groups that share similar
characteristics through different intersections. The names that were given to
every single group are based on their predominant attributes, behaviors or
characteristics. The stakeholders of group 1,2 and 3 can collectively be named
as latent stakeholders. The stakeholders of group 4, 5 and 6 can collectively be
referred to as expectant stakeholders. Lastly, the stakeholders of group 7 can be
called definitive stakeholders that should be given a considerable high level of
attention by the management of any organization (cf. Mitchell, Agle & Wood,
1997, cited in Alade, 2013, pp. 26).
48
“[..] we seek to achieve collaboration, to learn not only what people need from
an initiative, but also what they can give. Stakeholder involvement is no longer
the risk; not involving stakeholders is the risk. […] Stakeholders are vital
sources of wisdom, creativity, passion and energy, not simply potential
objectors to be managed. Everyone has something to give, a role to play.”
(Miller, 2013, p. 3)
By reviewing existing stakeholder maps like the Power/Interest Matrix (p. 53)
Miller (2013) states various areas of limitations, e.g. that the whole system may
or may not to be present or that the role and value of each stakeholder is unclear
(for more information, see Miller, 2013, p. 6). As a result, she draws attention
to opportunities for redesigning the stakeholder map so that it includes the
benefits from earlier models as it demonstrates the value(s) and importance of
each (key) stakeholder by applying to a project case. Furthermore, this map
demonstrates the stakeholders’ fluidity as they may shift roles during an
initiative and also aims at showing the whole system (Figure 10 & 11).
49
• Possibility: The Voices of Intent and Design are responsible for
exploring different directions
• Reality: The Voices of the Customer/User and Experience are
immersed in day-to-day reality
• What: The Voices of Intent and the Customer/User contribute to the
objectives of the project
• How: The Voices of Design and Experience work on how to make things
happen (cf. Miller, 2013, pp. 12)
The oppositional axes create a quadrant for each voice. The dotted lines indicate
that boundaries and roles are becoming more fluid and reflects the idea that
stakeholders do not sit precisely in one quadrant, rather they may shift roles
during an initiative. The quadrants designate responsibility for a unique
perspective:
Figure 11 shows what Miller’s stakeholder map might look like if used in a case
study. The level of influences of each stakeholder is represented by the size of
the circles (cf. ibid, p. 14).
50
Figure 11: Miller’s stakeholder map for whole system engagement used in a case study
Source: Miller, 2013, p. 14
With modifications to the names of some voices (particularly the Voice of the
Customer/User), this model can be used for different scenarios. According to
Miller, this model visually and psychologically helps create a framework for the
factors that make collaboration an imperative by:
According to Harrison and St. John (1996) and Freeman and McVea (2001),
there are two fundamental approaches for managers to handle stakeholder
relationships: buffering and bridging. Buffering aims at containing the effects
of stakeholders (efforts and supports) on the firm. It is a more traditional
approach for most external stakeholder groups and includes activities such as
market research, public relations, and planning. Bridging puts emphasis on
recognizing gaps in stakeholder relationships and requires recognizing common
goals to form strategic partnerships to bridge these gaps. In practice, the two
30Whereby the authors think that a strict separation between stakeholder identification
and stakeholder involvement methods is sometimes not that obvious as the latter often
include some sort of stakeholder identification
52
approaches complement each other, and help to create tactics for managing
stakeholder relationships on an individual basis (cf. Harrison & St. John, 1996,
p. 52; Freeman & McVea, 2001, pp. 23)
However, the buffering and bridging approach has been criticized for losing
sight of the fact that organizations usually respond to stakeholders in a dynamic
manner and that they “must answer the simultaneous demands from multiple
stakeholders” (Rowley, 1997, p. 907).
Gultekin et al. (2016) developed the Value Design Method to support making
design proposals with the consideration of stakeholder expectations and
relations to create shared values for different stakeholders. The purpose is to
assist designers in enriching design concepts in considering stakeholder
perspectives in the design process through identifying the factors concerning
stakeholder involvement, and those that motivate the stakeholder participation.
It is based on user and business insights, and aims at integrating stakeholder
expectations, roles and relations at the early stages of the design process.
53
realize the design solution, regarding the stakeholder roles (cf. Gultekin et al.,
2016, pp. 100).
Figure 12: The Value Design Method: Combining user needs and stakeholder requirement
Source: Gultekin et al., 2016, p. 101
The Value Design Method consists of the following four stages: (1) Briefing &
Analyzing, (2) Identifying values, (3) Synthesizing, (4) Consolidating &
Evaluating. The synthesizing stage is the core stage of this method, where the
three types of considerations are integrated in the design proposal. The first two
stages, similar to other design processes, prepare the participants for this stage,
whereas the final stage describes and optimizes the output (cf. ibid, pp. 101; for
more details, see ibid, pp. 103).
The Value Design Method was designed partly based on two existing innovation
approaches (aiming to create a process for designing user experience proposals
with many stakeholders): The Value Flow Model (Den Ouden & Brankaert,
2013) (p. 69) and the Business Model Canvas (Osterwalder & Pigneur, 2010).
The Value Flow Model is a method to identify the relevant stakeholders as well
as their values. It helps to create a positive balance between the input and output
of each stakeholder in the collaboration and their commitment for the
project/endeavor. The model is a visualization tool that demonstrates the value
exchanges between different stakeholders. The Value Flow Model and the Value
Design Method can be used combined to visualize the results of the value
54
exchanges among stakeholders along the value design process. Thereby, it paves
a path for designers to jump between designing user experiences and co-
creating shared values with the stakeholders. It is a process approach that is
particularly suitable for wicked problems in which the user insights and
stakeholder insights cannot be known completely upfront. The Business Model
Canvas has been widely recognized as a useful tool to describe and design
business models using nine elements: customer segment, distribution channel,
customer relation, value proposition, key partners, key resources, key activities,
cost and revenue. It describes how a value proposition can be created and
delivered to end users and how financial benefits can be created. Throughout its
process the Value Design Method makes use of some of these components (cf.
Gultekin et al., 2016, p. 102).
The Value Design Method enables the designer to consider design concepts in a
broader context, beyond the typical focus on the user-product interaction. It has
been used in various contexts with different combinations of participants,
including design (research) projects with professional designers (see e.g.
Gultekin-Atasoy et al. 2013/2014) and is regarded to be especially useful for
designers to identify design issues (such as business dimensions or stakeholder
roles) that may otherwise be missed in the ideation. The designer’s awareness
increases when approaching a complex design problem. With its open and
participatory approach in which ideas are proposed and discussed openly and
developed through joint reflection, the process can surface in conflicting views
surfacing due to different perspectives on the solution. If handled in a
constructive way, these conflicting views can provide valuable insights and
finally develop alternative solutions with a deeper knowledge exchange (cf. ibid,
pp. 114).
55
Besides there are grandparents, friends, and teachers involved in the
development process, in much the same way that there are governance councils,
vendors, and lateral experts typically engaged in a design initiative (cf. ibid, p.
57).
“It’s less about “me” and “we” and more about “them” – that’s true when we
parent our children, and it’s also true when we manage design collaborations.”
(ibid, p. 46).
Good parenting has much to do with providing and scaffolding the proper tools
for the learning process. It is just as design collaborations are about harnessing
the most appropriate tools for leveraging insights and developing an adaptable
framework “to properly guide the design process with neither too heavy nor too
light a hand.” (ibid, p. 49).
The role of the parents in design collaborations is increasingly more about being
facilitators than producers and thus, it is about (co-) creation not only with
children, but also by children. In this process, it can be observed what they are
interested in, what they might be willing to experiment with, and so that the
necessary tools, resources, and building blocks can be provided to empower
them to personalize their creations and enhance their own experiences (cf. ibid,
p. 49).
Steering committees or governance teams for design collaborations take the role
of the grandparents concerning their relationship defined by shared interest,
without the same degree of responsibility or accountability. Furthermore, Jani
and Sawhney suggest remembering the following in order to avoid an estranged
relationship (or a dead initiative): (1) The usage of good visual documentation
and contextual narratives, e.g. photo albums and scrapbooks, is one of the best
ways to reinforce the stakeholder’s sense of connection and investment in
projects. (2) Their perceptions of the project and the project facilitator’s ability
to manage it might be altered if they are made aware of every difficulty or
setback. (3) Showing them that their wisdom is valued: It can be done by sharing
the stakeholder’s frustration in a context of seeking for stories and advice on
how problems were resolved (cf. ibid, p. 56).
57
Systemic Constellation
In the case study of Eskerod and Huemann (2014) several findings were
identified: In the initial constellation many stakeholders didn’t take notice of
each other due to their focus on the project itself; yet some stakeholders had less
focus on the project but strong focus on other stakeholders, like the project
manager on the project owner. Furthermore, some stakeholders were placed far
away from both the project and the other stakeholders and it was later realized
that two important stakeholders were missing. The focus of the representatives
changed as more stakeholders were introduced and the project manager
realized that all stakeholders needed to see the vision and to be involved. A
characteristic of the final constellation was that the representatives formed a
circle and that everybody focused on everything simultaneously. From being
fragmented in the initial constellation, all of them had a common focus. In the
end the project manager acknowledged her surprise how the input and
comments gave her new perspectives on the project. Stakeholders who were not
paying attention to became very important ones as they had relations to some
of the other stakeholders. Because of the systemic constellation session, the
project manager did a number of things differently in her project management
activities. She changed the way they approached some of the stakeholders. For
example, they created a dialogue round, where the project manager and the
external consultant as a team visited the heads of the political groups within the
city council on an individual face-to-face basis. This enabled them to talk
directly with everybody about their requirements, wishes, ideas, and concerns
59
– and in the end made a proposal that all city council members would approve
(cf. Eskerod & Huemann, 2014).
60
The Five Stage Stakeholder Engagement Framework
The Stakeholder Engagement Stage shows the relevance of the principles to the
five stages of the framework (Figure 14). The grey cells show the most relevant
principles at different stages of the engagement framework.
Figure 14: Relevance of the principles to the five stages of the framework
Source: Krick et al., 2005, p. 16
Krick et al. suggest that if this Five Stage Stakeholder Engagement Framework
is well adapted, it can strengthen, complement, and provide an alternative way
of approaching the process of designing a service or a product towards an
improved outcome (for more information, see Krick et al., 2005).
31According to Krick et al. (2005, p. 15), the terminologies of these principles can be
customized or fine-tuned to any organization’s desirable words of choice.
62
exchange between a customer and a supplier with a rather linear supply chain
(cf. Den Ouden, 2012, pp. 154; Gultekin et al., 2016, pp. 116) In the framework
four levels of value are discussed: (1) Value for the users of project’s outcome,
(2) value for the organization that brings (part of) the value proposition, (3)
value for the ecosystem of the organization and stakeholders that together form
the economic community that sustains the innovation, and (4) value for the
society as a whole by bringing innovations that improve the quality of life of
people. Furthermore, it indicates all relevant stakeholders and the following
various flows between them: (1) Goods and services, (2) money and other
financial means, (3) information, and (4) intangible value (e.g. reputation) (cf.
Den Ouden, 2012, p. pp. 15)
The first element of the model is the actors. They are indicated as roles (not as
specific companies carrying out specific functions), e.g. customers (who are
using or consuming the value proposition), business actors like service
providers, goods providers or suppliers (who are involved in the production and
sales of the value proposition), and other stakeholders like financiers or
regulators (who either influence or are affected by the new value proposition).
These actors can be individuals, small groups or large communities. These roles
cannot always be clearly identified, as users of a system may also be providers
of important data for the functioning of the system or business actors are
sometimes also customers of the system. However, the Value Flow Model can
accommodate these hybrid forms (cf. ibid).
The second element is related to the actors and refers to their motivation like
the interests and intentions of the actors or the goals they aim to achieve. The
main motivations of the different actors are indicated in a very short description
and might lead to a further split of the actors because of differences in their
ambitions or intentions. As Den Ouden (2012) points out the understanding of
these differences is important in the design of the network (cf. ibid).
The third element in the Value Flow Model is the compatibility (positively
compatible (+), neutral (=), not compatible (-)) of the actors’ main motivations
with the value proposition under development, and commonality of behavior
and values with the initiating members of the ecosystem. Furthermore, it is
important to indicate the influence of the actors on the decision-making process
which depends on his power in the ecosystem. As the value proposition develops
during the process, the compatibility with the motivations of the actors can
change (cf. ibid).
63
Information about investments and throughput times are also indicated in the
Value Flow Model. An understanding of where the big investments need to be
made will help to make sure there is a balance between investment and revenue
streams later on. It is also proved to be useful in practice to indicate an estimated
throughput time for the realization of the offering (cf. ibid).
Transactions form the fifth element of the Value Flow Model. Transactions can
be activities that originate from one actor and end with another, or resources,
information or items that are shared or exchanged between two actors.
Transactions are indicated by arrows that also show the direction of the flow,
with labels to show the content of the transaction (cf. ibid).
The usage of the Value Flow Model helps to understand the business model for
more complex innovations. Furthermore, balancing the value in the network
supports the creation of a sustainable business for the relevant stakeholders in
the business ecosystem.
Figure 15: Value Flow Model with the transactions of value between the actors
Source: Den Ouden, 2012, p. 176
64
3.5.4 Conclusion by Laura Schulz
Buffering & Relatively fast and easy to apply Losing sight of the fact that
Bridging organizations usually respond to
stakeholders in a dynamic
(by Harrison & St. manner
John and Freeman &
McVea)
65
Systemic Positioning the relationships Stakeholders are mostly
Constellation between parts of the system identified by the client so that
including emotions, attitudes, the system of stakeholders is
(by Sachs-Schaffer, prejudices, and unconscious socially constructed by the
Gschwend & Sachs assumptions client. Therefore, the impact of
and Sachs-Schaffer) the constellation rests on the
Identifying the stakeholders that client’s ability to identify all the
are ‚top of mind’ relevant stakeholders for the
issue at hand.
Use of body sensation rather
than only rational thinking. >> Resource demanding (as a group
revealing the inner picture and is needed as representatives +
hereby unspoken assumptions time)
and understandings of the client
that would have been difficult to Demands a well-trained
reveal by classical reasoning facilitator
66
As mentioned before, appreciating stakeholders as individuals should be seen
as a key aspect when thinking of involving stakeholders successfully in a project.
Personal experiences, for example, may influence the stakeholders’ decision-
making and their relationships with each other (cf. Mitchell, Agle & Wood,
1997). Furthermore, stakeholder expectations, perspectives, motivations, and
their abilities and possibilities seem to play a vital role when it comes to the
question of how to manage co-design projects and how to involve stakeholders
successfully. Some of the methods presented in this chapter consider these
aspects by helping to reveal the inner picture of the project’s stakeholders.
Looking back at the pre-study (chapter 1), however, there is still a need of
improving the involvement of stakeholders, especially in co-design projects
when designers and other professionals are meant to collaboratively work
together whilst the designer has the role of the project facilitator.
In the following chapters, the authors present their approaches to reveal the
inner picture of stakeholders and how these approaches were implemented in
their first prototype of their stakeholder involvement tool. By way of
introduction, they start with a brief definition of the role of commitment and
goals in projects in the next chapter.
67
CHAPTER 4
4. The Role of Commitment and Goals in Projects
by Anne Koslowski
Having a shared goal (for example, what is best for the customer), that still
allows room for individual agendas (for example, career success) is one of the
best ways to address differences between organisations and disciplines that
could potentially create barriers to project success” (Best, 2010, pp. 30). It is not
only crucial for the success of a project to establish a shared understanding of
goals (cf. Craven, 2012) but also to have team members set aside competing
home department or other alternative interests, and commit to the project’s
overall goals (Ehrhardt et al., 2014, p. 445).
68
“It is essential that everyone adheres to the same set of goals. As not every
partner has the same goals, creating common goals from different network
perspectives, like users’ motivation or business goals, helps building common
ground. Orchestration needs to ensure that this basis is created, that relevant
goals are created for every partner, and that both are shared in the network
of collaborators in the project” (Raijmakers, Vervloed & Wierda, 2015, p. 28).
It is the designers job to develop a vision that the entire team believes in (cf.
Cooper et al., 2014, p. 40). Consequently, he/she as the project facilitator needs
to learn about everybody’s goals first to ensure commitment.
To reveal the goals of the stakeholders of the present case study, the authors
have chosen the goal-directed design approach by Cooper, Reimann and Cronin
(2007) and Cooper et al. (2014). According to Cooper, Reimann and Cronin
(2007, p. 15) “a goal is an expectation of an end condition”. It tells the researcher
why someone is “performing an activity, task, action, or operation in the first
place” (ibid.) other than what they are doing. Hence, by applying the goal-
directed design approach the authors make sure to reveal the motivations and
expectations of the stakeholders which tell why they are in the project and what
behaviour can be expected from them.
69
be involved in the design process. Therefore, the stakeholders will be called
users in the empirical part of this thesis when developing the persona-like
stakeholder profiles (chapter 6)
Considering the design process of the Green Deal project (see chapter 2.5) as
the product that will be used by the stakeholders, the authors can declare the
stakeholder types to be developed as a persona set which “must accommodate
ranges of user behavior, attitudes, and aptitudes” (Cooper et al., 2014, p. 83).
The set of stakeholder types will “represent different correlated behavior
patterns” (ibid.). At these correlations the authors will arrive by analysing
interview data. Additionally, the authors can fill gaps in the data by
supplemental literature on cultural typologies that will provide them with more
patterns (chapter 5).
70
However, supporting fictive details such as cars and family members should be
employed sparingly in persona creation. “It is used just enough to make the
persona come to life in the minds of the designers and product team” (Cooper
et al., 2014, p. 71). Yet, bringing the persona to life makes it possible “to
understand the implications of design decisions in human terms. Describing a
persona’s goals provides context and structure for tasks, incorporating how
culture and work flow influence behavior” (ibid.). Focusing on roles only, may
also be misleading insofar as important distinctions and similarities between
users can be overlooked. People in the same role do not necessarily think and
act the same (ibid.).
When constructing the persona-like stakeholder types the author will be able to
compare behaviours identified in the data to the assumptions made in the
persona hypothesis. Like this it can be evaluated whether the possible roles that
were identified are truly distinct. Furthermore, the authors will see if the
behavioural variables identified were valid32, if there were additional,
unanticipated ones, or ones the authors anticipated that weren’t supported by
data. If the data should be at tremendous variance with the assumptions the
authors will have to consider additional interviews to cover any gaps in the new
behavioral ranges discovered (cf. Cooper et al. 2014, p. 83).
When constructing the persona-like stakeholder types later in the process the
authors would have to group the interview subjects by role. As mentioned
before, in the present case, there are not enough interviewees to group them.
So, it will be one role based on one person. Nevertheless, they should be easy to
delineate, because they map to job roles or job descriptions (cf. ibid., p. 47).
32
“For a pattern to be valid, there must be a logical or causative connection between the
clustered behaviors, not just a spurious correlation. For example, there is clearly a
logical connection if data shows that people who regularly purchase CDs also like to
download MP3 files. But there is probably no logical connection if the data shows that
interviewees who frequently purchase CDs online are also vegetarians.” (Cooper et. al.
2014, no pagination)
71
After grouping the interviewees by role, Cooper et al. (ibid.) propose to list the
distinct aspects of observed behaviour for each role as a set of behavioural
variables. Supposedly, it is typical to find 15 to 30 variables per role.
Cooper et al. (2014, p. 83) predict the emergence of the most important
distinction between behaviour patterns by focusing on these types of variables.
They will help us later to synthesize and structure the data in a spreadsheet
(Appendix 17):
Once the authors are satisfied with the identified set of significant behavioural
variables, the next step will be to map each interviewee against each variable.
“Some of these variables will represent a continuous range of behavior, such as
confidence in using technology. Others will represent multiple discrete choices,
such as using a digital camera versus using a film camera” (ibid., p. 99). The
authors will use scales between 0 and 10 for mapping the stakeholders. There
will be various dichotomous variables that can be used, such as “service-
oriented” versus “price-oriented”. In doing so they must rely on their gut feeling
because often there is “no good way to measure this precisely” (ibid., p. 99). This
is feasible because it does not matter if an interviewee falls at precisely 7 or 7,5
on the scale. It is more critical to identify the placement of interviewees in
relationship to each other (ibid.).
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motivations, behaviors, attitudes, aptitudes, constraints, mental models, work
or activity flows, environments, and frustrations with current products or
systems” (Cooper et al., 2014, p. 81).
To be effective (as design tools), goals must always relate directly, in some way,
to the product being designed (cf. ibid., p. 86) which is in the present case the
design process of the Green Deal project. Typically, most useful goals for a
persona are end goals.
End goals represent the user’s motivation for performing the tasks associated
with using a specific product. When people initiate a specific handgrip, e.g.
picking up a cell phone or open a document with a word processor, they
probably have an outcome in mind. “A product or service can help accomplish
such goals directly or indirectly” (ibid., p. 77). So, it can be asked what the Green
Deal design process/project can provide for the stakeholder as a user interacting
with it. The authors can expect the personas to have three to five end goals
associated with them (cf. ibid.) Cooper et al. (2014) also point out that “end
goals should be among the most significant factors in determining the overall
product experience” and they “must be met for users to think that a product is
worth their time and money” (ibid.). Examples of end goals are:
73
Questions about end goals:
Experience goals are simple, universal, and personal which makes them difficult
for many people to talk about, especially in the impersonal business
environment (ibid). They express how someone wants to feel while using a
product, or the quality of his or her interaction with the product – in this case
the design process respectively being involved with a collaborative design team.
On the contrary, if a product makes users feel stupid or uncomfortable, “it’s
unpleasant, and their effectiveness and enjoyment plummets, regardless of their
other goals” (ibid, p. 77). This design principle applies to a project/process just
as well. Otherwise, team members might lose interest, resign, or even drop out
of the project team if they feel unappreciated.
1. How did the last meeting/workshop make you feel? (e.g. creative, smart,
professional, appreciated, uncomfortable, an outsider)
a. Why?
2. How did the whole project make you feel?
a. Why?
3. How would you prefer to feel when attending a meeting/workshop of the
Green Deal project?
4. When you think of your boss/superior/employer: How do you want to
feel in the Green Deal project?
Life goals embody the user’s personal hopes which go beyond the context of the
product being designed. “These goals represent deep drives and motivations
that help explain why the user is trying to accomplish the end goals he seeks to
accomplish.” (ibid, pp. 77). They stand for a persona’s long-term desires,
74
motivations, and self-image attributes, which cause the persona to connect with
a product. Life goals are most useful for personas of consumer-oriented
products (ibid.). Therefore, they were not included in this study.
In this case the organization commissioning the design differs from the one
developing and selling the product. As product, the authors consider the design
process which is being managed by a design agency, whereas the organization
commissioning the design (process) is the client, e.g. a public authority.
Normally, “the goals of businesses, where users and customers work, are
captured in user and customer personas, as well as organizational ‘personas’”
(ibid.). The authors do not have to create customer and organizational personas
separately. Instead their characteristics can be merged in the stakeholder types
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because “users will do their best to achieve their employer’s business goals,
while at the same time looking after their own personal goals” (ibid).
Regarding the latter question, the authors additionally lend attribute pairs from
an online questionnaire from Stockleben & Falk-Barzt (n.d) in order to carve
out more profound ways of decision-making. The attribute pairs include: quick
– slow; superficial – thorough; well-founded – uninformed; structured –
unstructured; fair – unfair; emotional – rational; hierarchical – equitable;
complex – simple; open – guided; uneasy – pleasant; surprising – predictable.
• Function—What are the most common things you do with the product?
• Frequency—What parts of the product do you use most?
• Preference—What are your favorite aspects of the product? What drives
you crazy?
• Failure—How do you work around problems?
• Expertise—What shortcuts do you employ?
• Process—What did you do when you first came in today? What did you
do after that?
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• Occurrence and recurrence—How often do you do this? What things do
you do weekly or monthly, but not every day?
• Exception—What constitutes a typical day? What would be an unusual
event?
• Motivation—What do you enjoy most about your job (or lifestyle)? What
do you always tackle first?
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CHAPTER 5
5. Supplemental Data from Cultural Typologies
by Anne Koslowski
Therefore, the authors chose to enrich the data base by extending the interview
questions borrowing variables from cultural typologies. These typologies are
dichotomous in nature (cf. ibid., p. 70) and allow her “to place observations of
individual or group behaviors into the norms or patterns that constitute the
whole culture model” (Schein, 2016, p. 272). Like this the authors can make use
33
“More specifically, differences in linguistic filters can lead to different worldviews so
that the meanings embodied in equivalent words can have quite different meanings in
different groups” (Koh, Johnson & Killough, 2009, p. 318).
78
of existing patterns that they cannot identify themselves due to the limited
number of stakeholder interviews.
Culture does not only refer to the national level of one’s country. It can also be
manifested in a system of orientation typical to a society, organization or group
(cf. Hoessler, Sponfeldner & Morse, 2015, p. 290). This system of orientation
can be conceptualized as “shared motives, values, beliefs, identities, and
interpretations or meanings of significant events that result from common
experiences of members of collectives that are transmitted across generations”
(House et al., 2004, p. 15 as cited in Joy & Kolb, 2008, p. 70). These “experiences
are used as a basis for determining action and these interactions become shared
knowledge. This shared knowledge is then “used by (..) members to interpret
past experiences and current situations and to guide present and future actions”
(Koh, Johnson & Killough, 2009, pp. 318). This process is called socialisation
(cf. Barmeyer, 2012, p. 148) leading to a “shared mental software” (Hofstede,
Hofstede & Minkov, 2010, p. 47) enabling an individual to navigate within a
social unit and to interact without larger conflict (cf. Barmeyer, 2012, p. 148).
For this research purpose, the authors must look at the different layers of
culture34, namely organizational and occupational culture because they are an
important source of background differences that can lead to differences in
vocabularies, understanding of basic concepts, attitude towards a project, and
the consequent failure in communication (Koh, Johnson & Killough, 2009, p.
318).
34
In addition to the organizational and occupational level of culture people can also
belong to a regional and/or ethnic and/or religious and/or linguistic affiliation, a gender
level, a generational level and of course to a national level (cf. Hofstede, Hofstede &
Minkov, 2010, p. 18).
79
world in comparison to other organisations” (Hofstede Insights, n.d.). Some
suggested that organisational culture is affected by the nature of the industry an
organization operates in (ibid.). Other factors that influence organizational
culture include national culture, societal culture, and organizational
environments and goals (ibid.). How it can be measured will be shown later in
this chapter.
During this process, they form a habitus as the central result of socialisation in
a profession. This habitus fundamentally affects the way of a person’s
constructions of reality (cf. Kuhl, 2008, p. 23). Hence, the habitus does not only
encompass explicit knowledge but also involves unconscious ideas, orientation,
and dispositions that are being gained within a shared culture and life
experience of a group (cf. ibid., p. 24). Outsiders perceive this habitus, for
example trough the group’s lifestyle, their clothing, or through the handling of
time (cf. ibid., Kolb, 215, p. 175). For example, “for engineers time is an inelastic
entity” (Ibn-e-Hassan et al., 2014, p. 99).
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• Different patterns of power and authority and differing criteria
of attaining status
• Different standards of intimacy and modes of its expression
• Expression in style of dress (lab coats and uniforms, business
suits, beards and blue jeans)
• Expression in furnishings (wooden or steel desks, interior
decoration, functional rigor, or “creative disorder”)
• Expression in architecture
• Use of space and time
Those patterns of variation are not random. Instead they have a meaning and
integrity for the members, and come from a historical continuity (cf. ibid).
Since this case study involves Dutch-only teams, the authors will assume the
Dutch culture implicit and not compare national culture because there are no
cultural differences expected on a national level.
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have been empirically proven by other researchers: (1) the “operators”
occupational culture that applies to line managers and workers who make and
deliver the products and services that fulfil the organization’s basic mission, (2)
the “engineers” occupational culture that applies to technocrats and core
designers in any functional group (e.g., accountants, software programmers,
market researchers, etc.), and (3) the “executives” culture that applies to top
managers and executives. However, this classification seems too broad for this
purpose.
Professional culture on the other hand refers to the likeliness of members of the
same profession to have similar interests, values and attitudes, which can also
mould perceptions (Koh, Johnson & Killough, 2009, p. 320). “More
importantly, professional affiliations can create different linguistic repertoires
or codes for intra-group communications and/or inter-group communications”
(ibid.).
In this thesis, the authors will adhere to this narrower concept of professional
culture, yet using the term occupational culture since it is much more common.
Figure 17: The four key activities of the design process linked to the learning styles
Source: Adapted from Beckman (2014, p. 68)
Accordingly, divergent skills, abilities, and styles are needed at the different
stages of the design process. For example, the diverging learner as an idea-
generator and good at seeing things from different perspectives is a great asset
in the observation phase at the beginning of the design process, whereas the
framework phase requires taking all the messy data from the observation phase,
find patterns in it, organize it and clearly communicate the findings to others
which is best accomplished by an assimilating learner (cf. Beckman, 2014, pp.
68).
From there the team moves to the from framing the problem to solving it. In the
imperatives phase choices have to be made based on the insights generated in
the frameworks phase which is a strength of the converging learner. Finally, in
the solutions phase the abstract concepts need to be made concrete, prototypes
need to be build and taken back to the customer. This is where the
accommodator fits best (ibid., p. 70.)
Even though everyone cycles through this learning process throughout the day
taking in information (diverging), trying to fit the new information with existing
mental models (assimilating), adjusting those mental models (converging), and
then change behaviours accordingly (accommodating), people develop a
preference in learning style (ibid., p. 67). This preference derives from “our
84
hereditary equipment, our particular life experiences, and the demands of our
present environment” (Joy & Kolb, 2008, p. 71). Hence, a learning style is not a
fix psychological trait but changes depending on demands from the
environment (ibid.).
Diverging learners often major in the arts, language, history, and psychology
and then go into the social services sector or into the arts. Accommodating
learners often specialize in education, communication, and nursing, and then
seek jobs in training departments, have a human resource management
function, or can be found in the public relations group (cf. Beckman, 2014, p.
74). A study of the general population found that 33 percent of adults are
converging learners (cf. ibid., p. 71). People with this learning preference are
eager to find a solution, are likely to be impatient with the diverging learners
who keep asking questions trying to explore the problem further. Diverging
learners are a rare species, though. They make up less than 10 percent of the
overall (US-American) population. Amongst MBA (Master of Business
Administration) and Product Management students Beckman (2014, p. 71) only
found 3 percent of diverging learners and zero percent amongst engineering
students. In average, the converging learner made up 47 percent in these three
areas of study. The assimilating learner made up 24 percent, the
accommodating learner 11 percent and the balanced learner 15 percent. In the
overall population, the assimilating learner made up 33 percent, and the
accommodating learner 20 percent. The accommodating learner with his/her
preference to just make and see what happens frustrates the assimilating
learner who wants to “think about it” a little longer (cf. ibid., p. 70).
For the persona hypotheses this means that it is unlikely to find a diverging
learner in this case study. If there is, it can be expected to be someone with a
design background, maybe the project facilitator. People with an engineering,
business administration of product management background will be very likely
to display a converging learning style. Team members with an interdisciplinary
study background might rather be a balanced learner who can adopt to any of
the four key stages of the innovation process that corresponds with the four
stages of the learning process (cf. Beckman, 2014, p. 66). Secondly, the teams
are “likely to be dealing with a sizable ratio of converging learners” (Beckman,
2014, p. 71). This entails conflict because “converging learners prefer problem
solving to problem framing, and are thus likely to drive quickly to a solution,
perhaps before the situation has been well understood” (ibid.). Beckman’s
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research also showed that having more than one converging learner on a team
“statistically significantly reduces satisfaction on the team” (ibid.). An
explanation for that could be that learners of that style argue for a different
solution, sometimes to a different problem. Hence, teams are likely to be
dominated by problem-solving orientation and often fighting over alternative
solutions as well (cf. ibid. p. 72).
Even though David Kolb’s ELT and LSI are omnipresent in research and have
been broadly embraced by experiential educators, business managers, and
computer programmers, it has failed to adopt to current neuroscientific
research (Schenck & Cruickshank, 2015, pp. 73). This results in an
oversimplification of the brain’s learning, for example (ibid., p. 77). However,
critique on learning style theories and instruments goes far beyond Kolb.
Technically, “no single commonly accepted method currently exists, but
alternatively several potential scales and classifications are in use” (Romanelli,
Bird & Ryan, 2009, p. 1). These scales and classifications are very similar and
focus on environmental preferences, sensory modalities, personality types,
and/or cognitive styles. Nevertheless, learning preferences exist, possibly
contributing to motivation (cf. Schenck & Cruickshank, 2015, pp.78). Kolb
himself does not claim that his instrument can measure an “individual’s scores
with complete accuracy” but that the concept of learning style is rather “used to
describe individual differences in the way people learn” (Experience Based
Learning Systems, Inc., n.d.). Consequently, it is legitimate to make use of LSI
related data. Not only has it been used widely in many occupational and
professional settings (cf. ibid.). It is also more critical to put the interviewees in
relationship to each other in this thesis (cf. Cooper et al., 2014, p. 99).
Neither easily applicable dimensions could be found nor do the authors want
the interviewees to take the LSI test because it’s not free of charge (35US$,
http://www.haygroup.com). Moreover, it would take up 15-20 minutes of the
86
interview time. Since the authors plan to spend only one to one and a half hour
per interview and have no budget available, they will collect the data themselves
instead. It will be done by framing “I”-sentences from the main features named
in the four following descriptions of the learning styles (underlined, cf.
Experiential Education Office of University of Toronto Mississauga, n.d.). For
example, instead of “these people are able to look at things from different
perspectives” the authors will reframe the sentence into “I am able to look at
things from different perspectives.” The authors will print the list of sentences
and cut them out, so they can present them in a random order to the
interviewees. If an interview does not take place face to face but online, then the
interviewees will be asked to highlight those phrases. They will be asked to select
any phrase that they resonate with, meaning what they identify with and feel
being good at. The tool has been tested on three people of the authors’ friends.
Results were discussed and compared with one of the test takers who is a
researcher herself.
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effectiveness in information and science careers. In formal learning
situations, people with this style prefer readings, lectures, exploring
analytical models, and having time to think things through.
It is possible that people display a learning style that is balanced across all four
learning modes. “People with balanced profiles tend to demonstrate more
flexibility in adapting toward different learning styles. However, in occupations
that call for a specialized expertise, a balanced learning style may not be always
the best” (Experience Based Learning Systems, Inc., n.d.). Among MBA,
engineering and product management students the balanced learning style was
found only at 15 percent of the people in average (cf. Beckman, 2014, p. 71).
Freshman entering the design, engineering, and commerce integrated design
class at Philadelphia University on the contrary had 46 percent of balanced
learners (cf. ibid.). The study program promotes “transdisciplinary, project-
88
based learning and collaborative problem solving” (Thomas Jefferson
University, n.d.). Also, young children show an even balance of all learning
styles before they move toward more abstract thinking as they grow older (cf.
Beckman, 2014, p. 71). The tool can be seen in appendix 13 and 14.
Question: In your unit do you focus more on the how or on the what
when you carry out work? Like is it more important to achieve a result
even if that means taking some risks? Or is it more important how you
do things focussing on the process, and rather avoiding risks?
Question 2: Do your working days feel very much the same to you or
do they bring new challenges? And how do you feel about it? Do you feel
comfortable in unfamiliar situations or do you feel better in a routine-
based environment?
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Question: What is more respected in your department: ethics, honesty,
and correctly following procedures or results and customer’s
requirements?
Question: Would you say your work environment is rather serious and
disciplined or little controlled and easy-going? Can you illustrate this
with the help of some examples, please?
In a local company, employees identify with the boss and/or the unit in which
one works. In a professional organisation, the identity of an employee is
determined by his profession and/or the content of the job. In a very local or
parochial culture, employees are very short-term directed, they are internally
focused and there is strong social control to be like everybody else. In a very
professional culture it is the reverse (cf. Hofstede Insights, n.d.). Members of
parochial cultures feel that the organisation’s norms cover their behaviour at
home as well as on the job (cf. Hofstede, Hofstede & Minkov, 2010, pp. 356).
They feel that feel that in hiring employees, the company takes their social and
family background into account as much as their professional abilities. They do
not look far into the future, probably assuming their organization is doing this
for them. Parochial units tend to have employees with less formal education.
Members of professional cultures consider their private lives their own, and
they think far ahead (cf. ibid., p. 357).
Question: When recruited did your personal life play a role in the
interview or only your job competences? Do you rather identify with
your boss or would you say you are more determined by your profession
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or content of your job? Do you feel a strong or some social control to be
like everybody else around you?
Question: How much time did you need to feel at home in your
company? A few days or did it take a long time, maybe a year or more?
How would you describe the communication climate in your company?
As rather secretive or rather open?
This aspect of the culture is most related to the management philosophy per se.
In very employee-oriented organisations, members of staff feel that personal
problems are considered, and that the organisation takes responsibility for the
welfare of its employees and their families, even if this is at the expense of the
work (cf. Hofstede Insights, n.d.). Important decisions are made by groups or
committees (cf. Hofstede et al. 2014, p 356). In very job-oriented organisations
in contrast, there is heavy pressure to perform the task even if this is at the
expense of employees. Important decisions are made by individuals (ibid.).
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7. Degree of acceptance of leadership style
Question: To which degree are you in line with you direct boss’s
preferences? Is there some conflict between her/his expectations
towards you and the way you act in the project?
93
things that work in collaborative innovation. Another conflict may occur
between the bureaucratic prioritization of order, control and stability over the
pursuit of creativity, experimentation and change in innovation processes. Also,
collaborative innovation arenas distribute authority horizontally which differs
from the hierarchical structures in public institutions, and are
interorganizational in perspective other than public administrations which are
intra-organizational (ibid., p. 7).
Competing
management logics Public bureaucracies Collaborative innovation
Creativity, change,
Priority Order, control, stability
experimentation
Table 4: Tensions between the logic of public bureaucracies and collaborative innovation
Source: Adapted by Agger and Sørensen (2016, p. 8)
Yet, Hofstede, Hofstede and Minkov (2010, p. 369) propose six dimensions
based on “a review of literature and some guesswork:
94
• Handling people versus handling things (for example, nurse versus
engineer)
• Specialist versus amateur (for example, psychologist versus politician)
• Disciplined versus independent (for example, police officer versus
shopkeeper)
• Structured versus unstructured (for example, professor versus sales
manager)
• Normative versus pragmatic (for example, judge versus advertising
agent)
Unfortunately, these dimensions do not get explained any further. However, the
authors can build on the research of Jacks (2012). He developed a survey to
measure the occupational culture of IT professionals, and looked for differences
in responses between IT professionals and non-IT business managers (cf. Jacks,
2012, p. 37). The survey instrument was informed by 25 semi-structured
qualitative interviews with IT professionals (cf. ibid. 72). They examined the
areas of shared values, shared language, shared history, and shared context (cf.
ibid., p. 65) which resulted in a set of value dimensions for IT professionals.
These dimensions include (Jacks, 2012, pp. 102):
Since these dimensions stem exclusively from IT professionals they are very IT
specific. Instead of operationalizing the above-mentioned dimensions into
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interview questions, the authors will borrow from Jacks’ (2012, p. 269) revised
list of questions and reframe his questions for the purposes of this thesis:
1. Tell me about your background in XX. How did you start and where are
you now?
2. Tell me about your job responsibilities today. What is a typical day
like?
3. What do you like about working in XX? What do you not like about
working in XX?
4. What were relationships like with other groups outside XX? What
groups do you like?
5. Name five adjectives that describe XX people.
6. What do you think is important to XX people? What do they like and
dislike at work?
7. Do you have a strong sense of who is and who is not an XX person?
How can you tell?
Some of these questions resembled the proposed questions from Cooper et al.
(2014) so the authors merged them. For example, Cooper et al. suggested the
attitude-oriented question “What do you enjoy most about your job? What do
you always tackle first?” which was similar to the question: “What do you like
about working in XX?”. Finally, the authors decided to ask the first question.
Additionally, a question about how many hours per week the stakeholder wants
to invest in the project as time commitment is one of the biggest concerns of
stakeholders (cf. Miller, 2013, p. 13). The final guideline for the interview(s) can
be seen in Appendix 8+9.
As a first step of our contextual inquiry (or Skype phone calls) the authors will
test the hypotheses about of the learning style with the help of their self-
developed learning style test (Appendix 13 and 14). It will be given (or sent) to
the interviewee in advance. Then the questions derived from theory will be
asked with the help of a guided interview. A guideline reflects the theoretical
groundwork and is necessary to insure comparability between the stakeholders.
Also, it enables the authors to conduct the interviews independently if
necessary. Even though the important questions deduced from theory will
96
frame the guideline of the interviews, it will be ensured that the guideline
provides “enough openness for participant comfort and enough focus for the
structure to work” (Granot & Greene, 2014, p. 78). Therefore, the authors rely
on semi-structured guided interviews (cf. Brandes, Erlhoff & Schemmann,
2009, p. 132).
Data management and analysis: The authors will record the interviews with the
help of a voice recorder, both in a face-to-face situation and on Skype. In case
of a contextual inquiry, they also take photos if the interviewee agrees. The voice
records will then be transcribed literally word-for-by word, non-selectively, so
they stay comparable no matter which authors transcribes them. Nonverbal
elements such as laughing will only be included in brackets if they add meaning
to the content, and spoken language will be aligned with written language where
appropriate. Furthermore, participants are made anonymous. For transcription
the browser based application Transcribe (https://transcribe.wreally.com) is
used.
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CHAPTER 6
6. Persona Hypothesis and Persona-like
Stakeholder profiles by Anne Koslowski
In this chapter, the authors will develop the persona hypotheses according to
Cooper et al. (2014). They are based on the person’s LinkedIn profile and
supported by literature about learning styles. Then the persona-like stakeholder
profiles will be developed based on the data from the interviews and verified
data from the hypotheses. Finally, the paper prototypes of the profiles will be
presented.
User 135
As a divergent learner his strength is the observation phase of the design process
where he likes learning in detail about the lives of the customer and about the
industry ecosystem in which the company competes (cf. Beckman, 2014, p. 68).
This phase requires empathy and curiosity, both traits of a service designer. He
35
The authors call the stakeholders user 1, 2, 3, 4 and 5 according to the sequence of the
interviews and/or development of the hypotheses. For instance, user 1 was the first
interviewee in this research. He is the facilitator of the Green Deal project and therefore
had to be interviewed at first in order to inform the authors about the design process
and the other stakeholders.
98
performs better in situations where alternative ideas and implications are
needed, such as a brainstorming session (ibid.). Furthermore, user 1 is
interested in people (both traits of the divergent and accommodative learner)
and tends to be imaginative and feeling-oriented (cf. Kolb, 2015, p. 115).
Concerning his personality, user 1 is oriented towards the inner world of ideas
and feelings (introvert), emphasizing on human values, and establishing
personal friendships (ibid., p. 121). Also, he is open-minded, understanding,
flexible and adaptive, unless one of his inner loyalties is threatened, he will not
give an inch. “The contacts he prizes are with people who understand his values
and the goals he is working toward. (…) He wants to have purpose beyond his
paycheck, no matter how big the check. He is a perfectionist wherever his feeling
is engaged, and is usually happiest at some individual work involving personal
values. (…)” (Meyers, 1962, p. A4 as cited in Kolb, 2015, pp. 121).
Since user 1 also prefers the accommodative learning style he feels comfortable
in the solutions phase (cf. Beckman, 2014, p. 68). There he can make abstract
ideas concrete, he is willing to take unfinished ideas out and share them, and
has the capacity to gather feedback (cf. ibid., p. 70). His strength lies in doing
things, in carrying out plans and tasks and getting involved in new experiences
(cf. Kolb, 2015, p. 115). He emphasises on opportunity seeking, risk taking, and
action. He is best suited for those situations where one must adapt oneself to
changing immediate circumstances. Moreover, user 1 tends to solve problems
in an intuitive trial-and-error manner. He is at ease with people but is
sometimes seen as impatient and pushy (cf. ibid.). Other than an assimilative
learner, who disregards or re-examines the facts if they do not fit a plan or
theory user 1 is more likely to discard this plan or theory. This is where conflict
might happen (cf. Beckman, 2014, p. 70). As an accommodative learner, he is
an adaptable realist, who good-naturedly accepts and uses the fact around him
instead of fighting them. He knows what they are, since he notices and
remembers more than any other type. He knows what goes on, who wants what,
who doesn’t, and usually why (cf. Kolb, 2015, p. 121). Often, he can get other
people to adapt, too. Moreover, he looks for a satisfying solution, instead of
forcing others into them, and people generally like him well enough to consider
any compromise that he thinks ‘might work’. He is unprejudiced, open-minded,
and usually patient, easy-going and tolerant of everyone (including himself). He
enjoys life. As he doesn’t get wrought up, he may be very good at easing a tense
situation and pulling factions together (cf. Myers, 1962, p. A5 as cited in ibid.).
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Hypothesis testing: For the interview, the authors went to meet user 1 in his
working context at his company the Netherlands. The authors had three hours
to conduct both the interview about him as a stakeholder and the process and
the other stakeholders. They start with the goal-directed questions and
questions regarding occupational and organizational culture. It was the more
important one aiming at typifying him as one of the stakeholders. At first, he
was asked to verify (or falsify) his persona hypothesis by taking the learning
style test. He chose 25 and dismissed 18 that he didn’t identify with. Two of the
dismissed ones he sorted out because the wording was not clear to him36,
including “effectiveness in information is important to me” and “I prefer
personal feedback”. Yet, his choice confirmed the hypothesis that he has not one
prevailing learning style but at least two: the diverging learning style (nine
chosen phrases) and the accommodative (seven chosen phrases). He also chose
six paper shavings from the converging and three from the assimilating learning
style descriptions. From the interview the following demographic data about
user 1 was learned:
Figure 18: Contextual inquiry with the project facilitator (right) at his office in the Netherlands.
Source: Laura Schulz
36
For the next interviews, the authors tried to improve the framing of the two unclear
phrases, and reframed them into “I like receiving personal feedback” and “I am good at
making information effective”.
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• 66 years old, enjoys sailing in his leisure time
• professional specialisation: service design for the last 6-7 years, before
many years in marketing running his own business, but "I am not in
marketing anymore”
• educational specialisation: university degree (Diplom) in political
sciences
• current job title: Partner at a consultancy firm for service innovation at
A., Netherlands
• company size: 8 people, no departments
• industry/sector: creative industry
What frustrates him is writing reports, and documentation. That’s why he likes
to work with researchers and business consultants because they complement his
work: “They are very good at structuring information, I am not very structured.”
In contrast he dislikes working with controllers who are often convergent
learners and highly abstract, accordingly (cf. ibid, p. 272). He admits that their
quantitative approach to things makes him feel uncomfortable: “I don't like that
way of thinking in figures, putting everything into figures, in numbers. I am not
very good at it, so it makes me insecure. Am I missing something?” This shows
that he has an intuitive, nonquantitative approach. Sceptical people irritate him.
He likes to be optimistic, not afraid of the new, unexpected. He is good at
handling unstructured situations.
His aversion against abstraction and his concern with the uniqueness and
complexity of present reality (cf. ibid., p. 105) that is typical for the divergent
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learning style becomes evident when he says: “I like sitting at home and talking
to people. And then you come back and then you have to abstract the results
into a model and it gets to a scientific circle. And you always get this horrible
feeling that's not reality. I mean a map is not the territory.” So, he is well suited
in the observation phase where he can immerse in the world of the user.
User 2
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having highlighted 19 out of 44 features. User 2 chose the most features (seven)
from the divergent learning style description, including “I tend to be strong in
the arts”. The second most features he chose were features of the
accommodative learning style description (five). Furthermore, he chose four
from the assimilating and three from the converging learning style description.
If the test is valid, user 2 has a rather balanced learning style with an emphasis
on the divergent and accommodative learning style like user 1.
• 60 years old
• area of specialisation: IT development: “I was trained and worked for
five years as an architect, but now I’m specialized in IT development (by
self-studying/learning-on-the-job/learning-by-doing)” I’m trained as
an architect, but I didn’t design a building in the last 30 years. So, I’m
really a developer.”
• educational specialisation: university degree (Diplom) in architecture
and urban planning
• current job title: owner + financial director + CFO + in charge of special
development projects of his architectural office at E., Netherlands
• company size: architectural office with 25 people + IT office (developing
their own software tool for building industry with > 100 people
• sector: IT
Profile: User 2 has a very balanced learning style. On one hand the learning
style test resulted in a preference for the divergent and accommodative learning
styles. On the other hand, he sees himself as an IT developer and a software
architect and has never worked as an architect after his graduation. Computer
Scientists are mostly convergent and assimilating learners (Galpin et al., 2007).
Yet, the authors could not find evidence for the convergent and assimilative
learning styles.
However, for his bias towards the divergent and the accommodative learning
style evidence was found in the interview data. For instance, when he talks about
what he does most at work he mentions helping others think out of their box,
and finding new perspectives on a problem by brainstorming with his
employees. He acts like a coach to them. This behaviour is that of divergent
learners: They are good at relating to others, looking at things from different
perspectives and appreciate different points of view.
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Another argument for his preference for the divergent learning style is that he
mentioned that he likes brainstorming. It frustrates him when brainstorming
groups are too big. Also, sceptical people irritate him. Another thing that he
dislikes are management tasks such as financial, organisational and human
resources related errands. Even though professionals with these responsibilities
such as bankers, accountants and bookkeepers are accommodative learners (cf.
Kolb, 2015, p. 184) too for user 2 organisation seems to be a part of the
accommodative learning style that he truly dislikes.
Instead, he wants to deal with people. When it comes to selling and promoting
his product to (potential) business partners he is very engaged. Other than
organisational tasks that are often impersonal he appreciates personal contacts.
It fulfils his need to be involved in experiences and dealing with an immediate
human situation in a personal way (characteristic of the divergent learning
style). He likes that so much that most of the week he is out of office trying to
sell and demonstrate his software. Going out and selling also matches with the
accommodator’s orientation towards opportunity seeking, risk taking, and
action. Accommodators are good with dealing with people (cf. Beckman, 2014,
p. 75). The rest of his week “is not really organized” which shows that he doesn’t
put much value on management tasks and that he functions well in unstructured
situations. He has an artistic, intuitive approach to things. This might bear
conflict when cooperating with stakeholders that need much structure, such as
user 3.
User 3
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environmental sciences mentioned in the available literature. Therefore, the
authors looked at the study programme as described on the website of
Wageningen University where user 3 studied and graduated.37 With his choice
of studies user 3 comes closest to the academic field of ecology (cf, Wageningen
University & Research, n.d.) which is mentioned at Kolb (2015). There, ecology
academics predominantly display the convergent learning style with proximity
to the assimilative learning style. Since he has been a policy consultant for 27
years the authors assume that he also has a bias towards the divergent learning
style. Policy advisory demands a divergent learning style because it is a personal
job. “Personal jobs, such as counselling or personnel administrator, that require
the establishment of personal and effective communication with other people
demand a divergent learning style” (Kolb, 2015, p. 128). Summarizing, the
authors act on the assumption of a balanced learning style with a bias towards
the convergent and divergent learning style.
Hypothesis testing: With the help of the test the authors found out that user
3 has a balanced learning style. He highlighted 28 statements out of 45, picking
the most from the diverging learning style description (10), second-most from
the convergent category (7), six from the accommodating and five from the
assimilating learning style. Apparently, he balances the diverging and the
converging learning style like people with an architecture background who must
meet requirements for artistic and engineering excellence at the same time
(Kolb, 2015, p. 181). Hence, the hypothesis was largely confirmed. Regarding his
preference for the divergent learning style the authors refer to the description
of user 1 and 2.
37
Since the Bachelor of Environmental Sciences will only be offered from the end of
2018 on the author relied on the information about the Master programme. Apparently,
the Master of Environmental Sciences is a multidisciplinary programme which would
argue for a balanced learning style: “The Master Environmental Sciences invites you to
develop innovative, sustainable solutions to environmental threats. The programme
allows you to specialise through a choice of ten different majors in order to work on a
better environment from a natural sciences’, technological or social sciences’
perspective. Many combinations belong to the possibilities within this study
programme. For instance, offer solutions to pollution through the use of smart
technologies, or apply economic instruments to influence the behaviour of people”
(Wageningen University & Research, n.d.). Students of the Environmental Sciences will
specialize in either the natural or social sciences, at the latest when they chose one of
the following thesis tracks, including environmental quality (aquatic ecology and water
quality management, soil biology and biological soil quality, soil chemistry and chemical
soil quality, air quality and atmospheric chemistry, environmental toxicology),
environmental systems analysis, environmental policy and economics (environmental
policy, environmental economics, water systems and global change), and environmental
technology (cf. ibid.).
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The convergent learner relies primarily on the dominant learning abilities of
abstract conceptualization and active experimentation. His greatest strength
lies in problem solving, decision-making, and the practical application of ideas
(cf. Kolb, 2015, p. 114, Beckman, 2014, p. 179). They organize knowledge
through hypothetical-deductive reasoning, so they can be focused on specific
problems (ibid., p. 115). People with this learning preference are controlled in
their expression of emotion. Furthermore, they prefer dealing with technical
tasks and problems rather than social and interpersonal issues. This doesn’t
seem to hold true for user 3 who did not choose any statement with this
reference. Instead, he chose statements such as “I am interested in people”
which belongs to the divergent category. The convergent learning style is
associated by the extraverted thinking type who has great respect for impersonal
truth, thought-out plans, and orderly efficiency (cf. Myers, 1962, p. A1 as cited
in Kolb, 2015, p. 122).
Moreover, user 3 said in the interview that he worked for 20 years in solar
research and re-education. Teachers and researcher mostly have an assimilative
learning style (cf. Kolb, 2015, p. 184, p. 128). In assimilation, the dominant
learning abilities are abstract conceptualization and reflective observation
(ibid., p. 115). Assimilators greatest strength lies in inductive reasoning and the
skill to create theoretical models, in assimilating different observations into an
integrated explanation (ibid.). Like the convergent learners, assimilators focus
less on people and more on ideas and abstract concepts. Ideas, however, are
judged less in this orientation by their practical value. Here, it is more important
that the theory be logically sound and precise (ibid.). According to Kolb (2015,
p. 122) the assimilative learning style is characterized by the introverted
intuitive type of Myer. The latter suggests a slightly more practical orientation
than Kolb, though (ibid.).
• 55 years old
• Educational specialisation: master’s degree in environmental sciences
• current job title: policy adviser/consultant for sustainable energy at the
city of E. in the field of environment
• company size: about 2000 people, size of his department: about 35
people,
• industry/sector: local government
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Profile: User 3 is a very balanced learner. Of all four learning styles indications
could be found in the interview. Yet, prevailing is his preference for the
converging learning style. He emphasized many times his focus on analysis in
his work and that he wants to tackle the climate change problem in an analytical
way. So, one of his end goals is analysis which points to the hypothetical-
deductive reasoning and logical thinking of a convergent learner: He is analytic,
impersonal, objectively critical, and not likely to be convinced by anything but
reasoning (Myers, 1962, p. A1 as cited in Kolb, 2015, p. 122).
He also stressed that structure is important for him, and that he wants to know
about the goal and the process of the meeting/workshop in advance. This
behaviour resembles to what Myers (ibid.) states about the extraverted thinking
type: He organizes facts, situations, and operations well in advance, and makes
systematic effort to reach his carefully planned objectives on schedule. This
shows his need for a systematic procedure and could cause conflict with
divergent team members who exhibit an artistic, intuitive approach to problems
or with accommodative learners who display an intuitive nonquantitative trial
and error approach, especially user 1 and 2. He might consider them as
“unpredictable” which frustrates him because he believes everybody’s conduct
should be governed by logic, and governs his own that way so far as he can (cf.
ibid.).
Yet, he also displays traits of a divergent learner when he says that as a “policy
advisor what I’m doing all day is talking”. Hence, he needs to build personal
relationships with people and be able to be sensitive to their feelings and values
(cf. Kolb, 2015, p. 128). Furthermore, he said that he needs to be intrinsically
motived and that he likes the socio-political relevance of the subject he works
with (climate change, sustainable energy). This indicates that he looks for a
purpose in work which attributes divergent learners. Also, the fact that he
acknowledges that progress in team building should be considered an important
goal in projects apart from working on the content, specifies his orientation
towards the divergent learning style. On the other hand, he put this into
perspective when he said that “social things” including talking are not always
goal-oriented (which he prefers to be).
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was also good.” This statement could be interpreted as an accommodative
learner who is an adaptable realist who doesn’t fight the facts.
Assimilative traits could be found where he said that he seldom thinks of his
boss which can be interpreted as trusting in his own intuitive insight regardless
of an established authority (cf. Myers, 1962, p. A8 as cited in Kolb, 2015, p. 122).
Another indicator for the assimilative learning style could be the fact that he
writes a lot which means he is good at organizing information.
User 4
User 4 states on LinkedIn that he has been working as a project manager for
almost ten years at the regional non-governmental development agency B. D. in
E. as well as having studied at the Hogeschool van Amsterdam. The area of
educational specialization he doesn’t mention but he names knowledge in
change management, project management, management consulting and
information and communications technology (ICT). Looking at the course offer
of the Hogeschool van Amsterdam the authors can find the bachelors program
Business IT & Management which seems suitable for the persona hypothesis.
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networkers who speak both, the language of the management, the user and the
programmer (cf. ibid.). Due to his interdisciplinary study background, the
authors presume that user 4 has a balanced learning style. However, he is likely
to have a bias towards the converging (engineering) and accommodating
(management) learning style too. This means that he can adopt to any of the
four key stages of the innovation process but might be better off at the
imperatives phase where choices are made (converger’s strength) and at the
solutions phase where concepts are being concretized, prototypes are built and
taken back to customers and users for testing (cf. Beckman, 2014, pp. 69).
His persona hypothesis could not be verified because he did not want to be
interviewed. Having a closer look at the company he works for the authors could
find a unique organisational culture that might distinguish him well from the
other stakeholders: that of a non-profit organisation. That’s how B.D. is
announced on its Facebook profile. Non-profit organisations include museums,
colleges, hospitals, community centres and after-school programs (cf.
Teegarden, Hinden & Sturm, 2011, p. 7). They provide public goods or services
that are not being provided by the government or private business (ibid., p. 13).
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Non-profits probably “have deep beliefs about equity, fairness, and access to
service” (ibid, p. 14). Furthermore, due to their non-profit orientation they enjoy
a high level of trust on the part of the consumer. This encompasses that non-
profits show a discomfort with business language (ibid., p. 19).
Based on this organisational culture the authors assume that user 4 highly
identifies with his company. Therefore, he was mapped on 9 out of 10 on the
scale for “degree of identification with your organisation”. As a non-profit his
organisation should be very employee-oriented taking care of their employees
and their family’s welfare, maybe not to the same extent as in public
bureaucracies but more than in the private sector. So, the authors mapped user
4 on the scale of employee and work orientation between user 3 and user 5 who
work for a municipality and user 1 and 2 who work in the private sector. As their
definition of success is often closely related to clients his company’s
organisational culture should be strongly externally driven (8 out of 10). Maybe
it should be even more than what user 1 and 2 were mapped to (9) but the
authors assume that they are not as free from an ethical attitude such as the
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cultures of user 1 and 2. The same goes for goal orientation. Non-profits are
allegedly less risk taking and therefore less goal oriented (7) than private
businesses.
As for his way of making decisions user 4 was closely mapped to user 3 since
they are both convergent learners. However, user 4 is also accommodative in his
approach so the authors drew him slightly away from user 3 into the direction
the other three users.
User 5
About economics there can be found different data in Kolb’s (2015) book. In one
LSI test, economics students scored highly for the assimilative learning style (cf.
Kolb, 2015, p. 123, 178). Some pages further Kolb explains that “some economics
departments may be very convergent, emphasizing the use of econometric
models in public policy, and others are divergent, emphasizing economic history
and philosophy” (Kolb, 2015, p. 181). About administration students no data
could be found. Instead data about business (assumed equivalent to accounting
and finance) students were found who tend to be accommodators (cf. Kolb,
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2015, p. 179). Looking at other literature researchers found that students of
Business Administration (as well as Product Managers) are mostly represented
among the converging learners (cf. Beckman, 2014, p. 71). Law students again
tend to be accommodative like other social professions, including education,
and social work scholars (cf. Kolb, 2015, p. 179). If the authors consider urban
planning as a discipline similar to civil engineering than User 5 may also be
biased towards the convergent learning style (cf. Kolb 2015, p. 180).
Since the year 2000 user 5 has been working for the municipality of E. For the
first eight years he was a policy advisor for housing (Beleidsadviseur
onderwijshuisvesting). Policy advisory demands a divergent learning style
because it is a personal job. “Personal jobs, such as counselling or personnel
administrator, that require the establishment of personal and effective
communication with other people demand a divergent learning style” (Kolb,
2015, p. 128). Then he advanced to the position of a senior project manager for
area development and district renewal (senior projectmanager
gebiedsontwikkeling/wijkvernieuwing). After four years and four months he
became Area coordinator for Woensel Noord (Gebiedscoördniator Woensel
Noord). For the past three years he has been Area Manager (Gebiedsmanager)
at the municipality of E.
Given that user 5’s current job role also influences his learning style the authors
assume that as a project manager he may prefer the accommodative learning
style, like professionals including bankers, accountants, supervisors,
secretaries, and bookkeepers (cf. Kolb, 2015, p. 184). As a matter of fact, it is the
accommodative learning style that is needed for the “substantially different mix
of competencies” that a managerial position requires (Kolb, 2015, p. 264).
Based on his similarity of his approach to user 1 and 2 whose mapping is based
on actual interview data, and that fact that he works in a public bureaucracy like
user 3 who the authors also interviewed guesses about his way of decision-
making and the organizational culture that influences him were made. For
example, as a divergent and accommodative learner he is a good intuitive
decision maker and approaches problems with a trial and error attitude.
Therefore, the authors mapped him on the scale for intuitive and systematic
decision-making on 1 for very intuitive. Like user 1 and 2 said in their interviews,
he likes quick decisions supposedly. Even though he functions well in
unstructured situations the authors did give him a 9 out of 10 for structure (close
to user 3 who works for a municipality) because he works in an environment
that is highly hierarchical and valorizes order, control and stability. However,
decisions don’t have to be as predictable as for user 3 who likes to know
consequences of a decision. There the authors put user 5 closer to user 1 and 2
who like decision-making somewhere between surprising and predictable.
Regarding the organizational culture the authors looked about the mapping of
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user 3. Guessing his degree of acceptance of leadership style and identification
with his organization the authors mapped him on 7 out of 10 because he has
always been working for the same municipality ever since never changing the
employer. So, there should be a rather high degree of acceptance and
identification.
The interviews and the supplemental literature produced a lot of data which
needed to be synthesised. The authors did that by extracting the most distinct
features and goals of each user into a spreadsheet (Appendix 17). Another
outcome of the analysis was a graph in which all users were mapped against
Figure 19: Interview subjects are mapped across several behavioural axis.
Source: Anne Koslowski
114
certain variables as proposed by Cooper et al. (2014, p. 99). The mapping was
done by transferring the answers of the users regarding those variables that
were dichotomous to a scale from 1 to 10. When it came to the stakeholder
profiles purely based on hypotheses the authors made a guess based on
similarities to users who had been interviewed and informed by literature as
explicated in the stakeholder profiles above.
Figure 20: Interview subjects and persona hypotheses mapped across several behavioural axis.
Source: Anne Koslowski
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6.2 Conclusion by Anne Koslowski
This chapter described how the authors applied the persona technique as
explained in chapter 4 to the five stakeholders of this case study. They
formulated persona hypotheses based on information found on LinkedIn. These
hypotheses could be tested with the help of the self-developed learning style
testing tool. The authors applied this tool in a face-to-face situation with user 1.
User 2 and 3 did the test by themselves and sent it back via e-mail. As the test
was part of the interview user 4 and 5 could not be tested because they didn’t
agree to be interviewed. Then the authors merged their assumptions with the
interview data into a consistent persona-like stakeholder profile. The authors
mapped the stakeholders against the behavioural variables and saw similarities
and differences in their behaviours, goals and approaches. The authors once
again synthesized their data in a spreadsheet (Appendix 17) to facilitate
extracting relevant behaviours for the stakeholder profile paper prototypes.
User 1 was the only stakeholder the authors met in person. All together the
authors visited him three times in his service design agency in the Netherlands:
The first time the authors conducted their two-parted interview which included
the interview about his occupational and organisational culture in order to
characterize him as a stakeholder. The second interview aimed at learning about
the project’s process and the involvement of the other stakeholders. After three
exhausting hours the authors had not reached a satisfying point which he
noticed. So, after inviting the authors for lunch in his company he offered a new
appointment for the same week. Again, the authors spent three hours with him.
The third time was when the authors tested the paper prototype with him
(chapter 8) for a total of two hours. Thus, the authors had a more complex
experience getting to know user 1 conducting a contextual inquiry. For instance,
the authors made a guess about his hobby and was right: He sails in his spare
time as he told us later in the interview. Only in this contextual inquiry this
personality trait of the accommodative learning style could be verified: that he
enjoys life (cf. Kolb, 2015, p. 121). Furthermore, the authors learned other
demographic data about user 1, including his religion and family background.
Those features were mentioned casually as it can only happen in a face-to-face
situation when you have created a personal trustful connection. Yet, the authors
found that the Skype interviews were valuable too and maybe even more
efficient since the authors did not need much demographic information for the
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persona like stakeholder profiles after all because only their educational and
professional specializations and other business-related data played a role.
Therefore, the authors decided to leave the age out, finally.
Other than suggested by Cooper et al. (2014) the authors did not derive their
interview questions from the persona hypothesis. Instead the authors deduced
the interview questions from the theoretical framework. Due to timely
interferences, only in the case of user 1 the persona hypothesis was framed
before the interview. Nevertheless, the authors framed the hypotheses of user 2
and 3 before evaluating the interviews. Framing the persona hypotheses based
on the information from LinkedIn and the Learning Style Theory of David A.
Kolb enabled the authors to compare behaviours identified in the data. This
comparison helped finding out if the behavioural variables identified are valid.
“For a pattern to be valid, there must be a logical or causative connection
between the clustered behaviors, not just a spurious correlation” (Cooper et. al.
2014, p. 84). For example, there was a logical connection between the need of
user 3 for structure, analysis and discipline – he gets up at 5.30 a.m., tackles the
most unpopular tasks first, has the need to participate in a meeting where the
person responsible for the meeting explains in advance what are the goals of the
meeting and how he proposes to achieve them – and the convergent learning
style which is most suitable for the imperatives phase of the design process. The
hypotheses turned out to be precise and were verified in all three cases. There
was no significant variance between the interview data and the authors’
assumptions.
Acknowledging that no supplemental data can take the place of direct user
interviews and observation, and that almost every aspect of a well-developed
persona should be traced back to sets of user statements or behaviors (cf. Cooper
et al., 2014, p. 67) it can be stated that David A. Kolb’s Learning Style Theory
provided a very good base for making guesses about people’s behaviour and
adds great value to user research if interviews with real users are not possible.
However, the literature was contradictory in few cases. For instance, while
Myers says that intuition is the least developed process of the accommodative
learner and that they are usually patient (cf. Myers, 1962, P. A5 as cited in Kolb,
2015, p. 121) Beckman (2014, p. 75) says that people with this learning style
preference are intuitive. Kolb (2015, p. 115) writes that they tend to solve
problems in an intuitive trail-and-error manner and are sometimes seen as
impatient and “pushy”.
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Kolb (2015, p. 118) himself warns that “some caution in using such data is
appropriate”. Since the authors is no expert around experiential learning or
related areas such as psychology it is difficult for them to assess what that means
for their research in detail. Yet, the fact that she had trouble matching the
interview data into the framework of the learning styles and related personality
types sometimes shows that pure types and styles that cultural and other
typologies might suggest do not exist empirically (cf. ibid., Schein, 2016, p. 272).
It also shows that this thesis makes an effort to not trivialize human
complexity38 “and thus end up denying human individuality rather than
characterizing it” (Kolb, 2015, p. 99).
This complexity might be one reason why the authors presumed balanced
learning styles in all five team members even though it is hard to find them in
the employee populations in many companies (Beckman, 2014, p. 71). Apart
from the complexity of human nature and the difficulty of classifying it with the
help of typologies may lie in the nature of the Green Deal project. It deals with
a wicked problem which needs multiple perspectives to be looked at (chapter
2.5). Hence, these five stakeholders with their multidisciplinary backgrounds
were possibly picked due to their flexibility in approaching problems.
Furthermore, it is possible that the authors presumed balanced learning styles
in all five team members because the self-made test did not lead to valid results.
The three users who evaluated their learning style with the help of the test
strongly preferred statements from the diverging learning style which is highly
unlikely to be found (Beckman, 2014, p. 72). Instead “you are likely to be dealing
with a sizable ratio of converging learners as you assemble your innovation
team” (ibid., p. 71). May it be that the statements from the divergent learning
style sounded more attractive? Who would not prefer to say about himself that
he “listens with an open mind”, is “interested in people” and has “broad cultural
interests” instead of saying that “ideas and concepts are more important than
people” or that he “uses other people’s analysis”? Presumably, most people
would want to appear as an open-minded, creative, social and active person
instead of an anti-social technician, and so did the interviewees. Maybe the
choice of statements evoked judgements and hence did not lead to an honest
38
Having stereotyped the stakeholders though would be a good result of this work since
stereotypes describe the expected behaviour of a group of people (Barmeyer, 2012, p.
150). They arise from categories which organise experience and steer behaviour. They
include simplifying and schematic statements and therefore serve to classify and
distinguish, but also to judge (ibid.).
118
selection of preferences. The official learning style test online would possibly
have led to other results and should be preferred over a makeshift.
The same can be said about the provisional measurement of the organisational
culture by operationalizing Hofstede’s culture dimensions. As looking into the
Hofstede’s Multi-Focus Model on organisational culture in more detail would
have exceeded the timeframe of this thesis the authors cannot be sure to which
extent the interview questions measured the organisational culture of the
interviewees. For example, all interviewees answered the question “What is
more respected in your department: ethics, honesty, and correctly following
procedures or results and customer’s requirements?” by saying that it is the
latter. Maybe this was correct. But maybe the question left too much room for
interpretation – not only for the interviewee but also during the evaluation by
the authors. When mapping the interviewees against the variables such as
means orientation versus goal orientation the authors merged their previous
knowledge with the empirical data toning down the interviewees answer
because it seemed more plausible to them since the interviewee works in the
management logic of a public bureaucracy which has a focus on procedure and
process. But this may have strained reality.
Also misleading might have been the question “would you say your work
environment is rather serious and disciplined or little controlled and easy-
going?” All interviewees answered that their environment is little controlled and
easy-going. Looking at a report demo of the Multi-Focus Model (www.hofstede-
insights.com) showed that a little-controlled and easy-going work environment
had test takers answer that “involvement in the decision-making process is not
well organized”, “work discipline is not important”, “humour has its place, even
about our own organization” and “we do not get any guidance whatsoever”. In
contrast, exemplifying the “little-controlled” and “easy-going” work
environment of his organisation user 3 answered: “Well, in the sense that we all
have floating working hours, everyone works at the time and place which suits
him or her best. So, that’s very loose. Choose your own time and place to work.
It is not very controlled in the sense ‘you have to be here at this place at 8.30
until 5 pm in the afternoon’. So, that’s quite loose.” Thus, the interview
questions measured the organizational culture of the stakeholders only roughly
if at all. For this thesis this was enough because the goal was to put the
stakeholders into relation with each other and this was achieved. Overall, the
interviews helped to add, subtract, and modify the roles and behaviours the
119
authors had anticipated and gave a more complete impression of the
stakeholder’s preferences, goals and approaches.
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CHAPTER 7
7. The Paper Prototypes by Anne Koslowski
In a next step the authors built a low-fidelity paper prototype of the stakeholder
profiles merging central features from the persona-like stakeholder profiles
onto postcard sized paper sheets that seemed most relevant concerning the
involvement of stakeholders in the design process. This information included
their position, the management logic of their company, in which phase of the
design process they are best at based on their learning style preferences, striking
features such as optimistic, focussed on people or at ease with people,
structured, disciplined, their approach, when and to which extent (hours per
week) they would want to be involved in the project, and a representative quote.
For the usability test with user 1 the authors wanted to create a more
sophisticated paper prototype which should contain more information on the
front, additional information on the flipside, the picture of the stakeholder, a
slimmer format and printed for better readability (Appendix 15).
In chapter 2.5 the Green Deal “Smart Energy Cities” project as the case study of
this master thesis was presented initially. In the following, the authors describe
the project’s design process in further detail.
During the second meeting with the project facilitator at his service design
agency in the Netherlands, the authors interviewed him about the on-going
121
Green Deal project. Together they went through each single project step
retrospectively defining what was done (e.g. a meeting or a workshop session),
what kind of design methods were used, who was involved and time intensity.
The authors collected the output and wrote it down digitally on a Padlet board39.
While writing down the steps on the digital pin board, the authors mapped the
steps (as far as possible) to the four project process phases according to the
Innovation Process of Beckman (cf. 2014, pp. 65) which was chosen as the
framework for the documentation of this design process acknowledging the
different learning styles of stakeholders (chapter 5.2): Observation/Exploration
phase, Framework phase, Imperative phase and Solutions phase (Figure 22)40.
As the Pre-project phase contained sessions where different stakeholders were
involved and can be generally seen as the phase where stakeholder identification
and prioritization take place, the authors included it to their documentation on
Padlet.
In the pre-project phase the project stakeholders got to know each other,
identified the problem and finally agreed on the developed project proposal.
Throughout the Observation/Exploration phase the project team learned in
great detail about the lives of the customers, about the industry ecosystem in
order to better understand the culture and goals of the project’s clients. In the
Framework phase the data captured in the previous phase was observed in more
detail, key insights were extracted and within the Imperative phase first ideas
were generated responding to these insights.
Throughout the whole project process many workshop and meeting sessions
were held and each of them required the attendance of different project
stakeholders in changing composition. The project facilitator/service designer
was the only one who was always present. Various (design) methods were used
122
Figure 22: The case study mapped to the Design process according to Beckman (2014) (Appendix 2)
Source: Padlet
during the project such as visual creation, customer journey and context
mapping (Appendix 2).
As a next step, the authors matched the stakeholder profile cards (chapter 7)
with the project process phases (Figure 23). Therefore, the whole project (based
on the information collected on the padlet board (Figure 22) was drawn on two
paper prototypes. The first prototype shows the Green Deal “Smart Energy
Cities” project exactly as it was presented on the digital pin board (only in a
condensed format concerning the information of each project step, Appendix
3). Furthermore, on the second prototype the project phases were linked to
Kolb’s four learning styles (chapter 5.2, Appendix 4). The authors used the
second prototype for their first test of matching the profile cards with the project
phases and its project steps.
In order to make the matching easier, the authors also thought about marking
each stakeholder profile card in another color based on his/her character41 (see
Figure 23) and then also add a color to each stage depending on the required
tasks, e.g. creativity, hands-on prototyping workshop, analysis etc. However,
the authors found it difficult to color the stages because they feel they don’t have
enough information about what was going on in each meeting/workshop.
41 see http://www.searchandtrain.de/insights/insights-grundfarben.html
123
Figure 23: Matching the stakeholder profile cards with the project process phases
Source: Laura Schulz
Before and during the matching process (Figure 23), the authors realized that
matching the four learning styles of Kolb with the rough project phases is easy
and works out well (e.g. a divergent learner like the project facilitator matches
best in the Observation phase which also matches concerning what he likes most
based on his interview). Otherwise, they recognized that matching the persona-
like stakeholder profiles with the project stages (retrospectively) doesn’t really
help to properly decide how each stakeholder should be involved. In this
context, the authors assumed (as intermediate results) that on one hand, there’s
no need to visualize the project process like this prototype matched with the
learning styles as it seemed that it adds no value to the matching process. And
on the other hand, the stakeholder cards maybe don’t contain the most relevant
information or a different presentation of it is needed aiming to support
stakeholder involvement.
As the authors could not find a satisfying result concerning their prototype, they
realized that a real usability test is needed. Consequently, they decided to ask
the project facilitator to test the stakeholder cards for planning the upcoming
124
project steps in real life. The aim would be to learn which information about the
stakeholders is really needed (also in which order and in which visualization).
In preparation of the usability testing with the project facilitator for testing out
the matching process with the stakeholder profile cards, the authors decided to
make some additional method cards that showcase several design methods that
might be used during the project.
The authors built a first paper prototype of method cards that showcase several
design methods (described as human-centered methods by IDEO42). Each card
represents one method and includes a brief story about how to use it and an
estimated time showing how time-intensive this method is. As a first basis the
authors used the Ideate Unified Design Thinking Model43 to decide which
design methods should be visualized through method cards. Furthermore, the
necessary information about each method for the prototype cards was adapted
from the design kit website by IDEO44.
Figure 24 shows the document with the methods cards’ templates. After
printing, both frontside and backside were cut out and then glued together. Few
of the methods are only presented by their frontside (Appendix 5) as they were
mentioned on the Ideate Unified Design Thinking Model but not presented on
the IDEO website. As it can be assumed that the project facilitator (user 1) is
familiar with these methods, the authors decided that for the usability testing
more information isn’t needed.
42
http://www.designkit.org/methods
43 https://www.pinterest.nz/pin/156781630750642190/
44 http://www.designkit.org/methods
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CHAPTER 8
8. Usability Testing by Anne Koslowski
In this chapter the authors describe the testing of the first version of their paper
prototype, which has been developed to be a stakeholder involvement tool for
co-design project facilitators. The prototype contained stakeholder cards that
represent the nature of the different stakeholders of the Green Deal project as
well as method cards that represent human-centred design methods. The goal
was to find out if the project facilitator from this case study can plan the next
steps in his current projects with the help of the prototype.
Figure 25: Method cards and stakeholder profile prototypes for usability test .
Source: Anne Koslowski
Method: A formative usability test (in person qualitative in field, think out
loud) will be conducted. It intends to derive suggestions for the improvement of
the tool at an early stage of the development.
45
The test plan was based on a checklist for usability tests by Loranger (2016).
126
understanding of who should be involved, at what stages of the process (when),
and to which extent (how). It consists of two main parts: the stakeholder profile
cards that include the nature of the stakeholders of this case study, which were
examined in user research, and method cards displaying typical user-centred
design methods (Appendix 5). Missing methods were added by handwritten
post-its.
Study goals:
• Find out about the basic impression, acceptance and the usability of the
product;
• find out if the user can plan future project steps with the help of the
method cards and match appropriate stakeholders based on the
information of the card;
• find out if the content on the stakeholder cards is presented in a way that
is easy to understand and if it relevant;
• finally find out if the test person is able to complete the tasks
successfully.
Logistics: Wednesday the 11th of October 2017, 9.30 – 11.30 a.m. (max. 2 hours
including warm-up, small talk, etc.) at the test person’s company in the
Netherlands
1. In which phase of the Green Deal project are you right now?
2. Which stakeholders are still on board? Are there new stakeholders?
Task 1) Please, think of the next step in the Green Deal project and write it at
the top of one empty paper (landscape format). Then plan the next meeting or
workshop using the method cards. If methods are missing, please use a blank
post-it to create your own method card. Please, think out loud during the
whole process!
127
Task 2) Now take those stakeholders profiles and take some time to inspect
them. Once you are ready, please, use them in order to decide which stakeholder
has to be invited for the project step you just set up. Please, think out loud!
1. Your conclusion: What did you like most? What didn’t you like at all?
2. Would you recommend this tool to colleagues/business
partners/friends? What would you tell them about the tool?
3. Did you have a bad moment in which you literally wanted to abandon
the use of the tool? If yes, when and why?
4. If you have planned stakeholder involvement otherwise: What did you
like better in comparison to our tool? Why? How did you like the idea of
putting together future project steps with the help of the method cards?
5. What else would you like us to know? Do you have questions?
Don’t forget to: mention that the tool not the person is being tested because
it is important for the participant to know that there will not be any failure; that
the collected data (photos, video, audio and/or written protocol) will only be
used within the master thesis and remind the test person to think out loud as
the test progresses to tell what he is looking for, what he notices, what he is
thinking.
The usability test was a useful and effective method to evaluate the prototype in
a real-life situation. The plan was a suitable guideline to follow. Yet, three of five
post session interview questions were not asked due to a lack of time (number
4) or because they had already been answered in advance (number 2 and 3).
Task 1 appeared easy and pleasant to the test person. He would look at his digital
schedule on his laptop and transfer each meeting/workshop onto a white paper.
Then he would choose from the provided method cards and put them on top of
the white paper. If a method was missing, he would ask the test leader to write
it down on a post-it and stick it on the container paper. The test leader and the
test person continued like this (even though for the next exercise it was not
necessary to set up all project steps). Concerning task 1 he pointed out: “For me
this didn’t add anything, because I know this. This is just explaining to you.”
This statement shows that the task correlated with the test person’s (as a domain
expert) mental model of project planning.
128
Task 2 on the other hand revealed strong usability problems, including layout
problems, e.g. too much text. The layout overstrained the test person and did
not feel intuitive to him. When the test leader presented an earlier handwritten
version of the stakeholder cards with very limited content, the test person
responded more positively. Apart from the layout issue a more complex
usability problem showed: Even though the test leader encouraged the test
person to use the stakeholder cards several times, he did not use them. He listed
several reasons why he cannot use the cards for his work including: they are too
complicated (complexity), the stakeholder profiles represent his project team
and not what he considers to be “stakeholders” (definition issue), that the
personal characteristics of the stakeholders are not relevant for his work
(relevance), that other features such as level of hierarchy, power, responsiveness
and feeling of ownership are missing (feature suggestion, relevance), that he as
the facilitator doesn’t have the “luxury” (time) to consider personal
characteristics, and that it is his colleague who plans and prepares the
workshops.
Furthermore, the test person stated that he thinks he cannot create the feeling
of ownership in other stakeholders. This is a valuable insight because the feeling
of ownership for a project as an expression of stakeholder commitment is
something that this tool aims at influencing.
Therefore, the test reveals two questions: 1) Is the test person aware of the
problem (yet)? There were two indicators that might confirm this assumption:
He never asks the stakeholders on his projects about their time availability and
he thinks that dealing with people’s characteristics is not relevant enough. 2)
Did the authors recruit the right participant for the usability test? The fact that
the test person mentioned his colleague as the responsible for the planning and
preparation of the workshops and meetings could be an indication.
After this test, it is also questionable whether the problem definition derived
from the pre-study does apply to the working reality of the test person at all, and
consequently, if the choice of this case study (the Green Deal project) was
suitable for the problem definition of this master thesis. Such a mismatch
cannot be excluded since the pre-study was based on interviews with scholars
from the University of Applied Sciences Utrecht (HU). Hence, it is possible that
the same usability test with scholars from the HU, presumed they also facilitate
co-design projects, would show different results.
129
Given these insights, it is difficult to make final decisions about how to proceed
with the prototypes. Yet, the authors draw the following conclusions, assuming
the test person was recruited well and is just not sensitive (yet) to what was
defined as a problem in the pre-study:
• Test person quickly became familiar with the method cards during the
test because they were easy to use for him as domain expert, so they
should be considered to stay like this
• The layout of the stakeholder cards needs to be simplified: less but
relevant information
• The stakeholder profiles need to tie in with existing stakeholder analysis
tools in order to correlate with the test person’s mental model of
stakeholder analysis
• Therefore, an investigation about how the test person (and others)
conducts stakeholder analysis could be necessary
• A way of tying in would include information that the test person called
“relevant”: (decision-making + budget) power of the stakeholder, the
forces that influence him (his network, important stakeholders), role
and responsibilities in the project, responsiveness (the way he/she
wants to be contacted and will reply, frequency), project relevant quote,
goals in the project, frustrations in projects (in general).
• Since the tool wants to help achieve collaboration instead of plain
management of stakeholders’ power, interest, expectations, influence
and impact the authors should keep the idea of including the learning
style of a person so that the project facilitator understands not only what
his team members want from an initiative, but also what they can give.
• Furthermore, the authors should keep the idea of including the
organisational culture of a stakeholder because former research shows
that it has a persuasive impact on behaviour.
Given the findings from the usability test the authors revised the stakeholder
profile cards. Setting up this third version of a persona-like stakeholder profile,
a persona template adapted from Marketer Gizmo (2015) was used. As user 1
wished for less text and less complexity in the prototype, the data was kept
shorter than in the tested paper prototype (second version), yet more detailed
130
than in the sketched prototype (first version). In order to tie in with the needs
of the test person (user 1), the following information was included additionally:
(decision-making and budget) power of the stakeholder, the forces that
influence him (his network), role and responsibilities in the project,
responsiveness (the way and how often project participants want to be
contacted and will reply).
First, the users received names based on their (preferred and actual) role in the
project:
During the usability test with user 1 the authors learned that user 5 as an area
manager had a high position in the municipality. By calling him a “Mandarin”
as a figurative term for a bureaucrat high in hierarchy (www.leo.org), the name
implies this hierarchical level. It also implies that he navigates in the
management logic of a bureaucracy. User 4 received the same name as he was
given by the initiators of the Green Deal project. “The Innovation Coach”. This
name reflects his role in the project as well as his affiliation to a non-profit
organisation that describes itself as a “technology breeding ground for
innovation and home to world-class businesses, knowledge institutes and
research institutions” that “encourages and develops regional and
(inter)national projects and programmes, and facilitates regional industry
through business advice and funding” and so forth. The other three stakeholders
received their names based on their preferred role in the Green Deal project.
Information from the first sketched profile card was kept, including a quote, and
demographics associated with the behaviour of the stakeholder such as
occupation, company (cf. Cooper et al., 2014, p. 85). Since the use environment
(cf. ibid) and the cultural context should be considered, the authors suggest
adding distinct information about the size of the company as well as the industry
and the management logic they navigate in if striking (e.g. non-profit, huge
bureaucratic organisation with 2000 people) because it influences the
behaviour of the stakeholders as mentioned before. Furthermore, the
identification with the organisation was included as it does not make sense to
131
measure the organisational culture of a participant but not know to which
degree the stakeholder identifies with his or her organisation. If someone owns
his or her organisation such as user 1 and 2, the identification can tremendously
differ with other stakeholders.
A sketch was kept (other than in the second prototype which showed a picture)
because it’s rather a provisional than a real persona and therefore should only
contain a sketch (cf. Cooper et al., 2014, p. 97). Skills, experience, and abilities
as proposed by Cooper et al. (2014, p. 85) stayed on the new prototype
represented in the field ‘learning style’. The learning style does not only display
the stakeholder’s skills but also his approach to problem solving. Furthermore,
the learning style is a quick and easy way of telling the facilitator who fits best
in which design phase based on his skills.
Their goals are important to be displayed too as they show what motivates a
stakeholder to be involved in the project. Not only end-goals but also experience
goals are included in the third version of a prototype as attitudes and emotions
associated with the behaviour are relevant for a persona (cf. ibid.). Finally, their
decision-making preferences were transferred to the new prototype because
they predict behaviour as well as potential (culture) clashes and conflicts,
including structured versus unstructured decision-making or intuitive/trial-
and-error versus systematic/analytic approaches. This is important because
“even the best structures and processes (..) cannot hope to be effective if the
behavior of the people involved in projects and their stakeholders undermine
them” (Streich & Brennholt, 2015, p. 68).
Availability also stayed on the new prototype as time commitment is one of the
biggest concerns of stakeholders (cf. Miller, 2013, p. 13). Responsiveness was
additionally considered important as it was stressed several times by the test
person during the usability test (appendix 16). As project managers typically
need substantial amounts of information (Streich & Brennholt, 2012, p. 58)
from other stakeholders it is not only important to know for user 1 when, by
which means and to which extent he can reach out but also if and in what way
the counter-part is willing to respond. If important stakeholders do not supply
the facilitator with the information he or she considers important and/or stays
silent for example conflicts will arise (cf. ibid., p. 59). This happened between
user 1 and user 5 (see appendix 16). User 5 would not respond to several
attempts of user 1 to reach out. How responsive a stakeholder is willing to be
could be evaluated by the project facilitator when setting up the communication
132
strategy for the project (cf. ibid., pp. 62). For example, what’s the best time of
the day to call a stakeholder, does he or she even want to be called at all or does
he or she prefer to write e-mails or use other communication technologies?
Those preferences as well as rules on how to behave in communication should
be agreed on during the kick-off meeting (cf. ibid., 2015, p. 68).
Power as a concept has various dimensions. It does not only refer to material
resources but also to immaterial resources such as knowledge, expertise and
capabilities (cf. Zimmermann & Maennling, 2007, p. 12). This should be
considered by the project facilitator when evaluating the stakeholders46.
Knowledge, expertise and capabilities were captured with the help of the goal-
directed design approach as mentioned above. But power also implies the
connections a stakeholder has influence on (ibid.). They relate to the “number
and quality of relationships to other actors who are under obligation to or
dependent on the key stakeholder” (ibid.). As Cooper et al. (2014) suggest a
46
Power can be evaluated by the project facilitator by using stakeholder identification
methods as presented in chapter 3.5 (best applied in the pre-project phase), e.g. by
interviewing the stakeholders, brainstorming sessions and other forms of research.
Consulting the project charter and contract documents usually reveals the names of
influential stakeholders, e.g. the project sponsor. The (influential and dynamic)
relationships between stakeholders can be revealed, e.g. through applying a method like
the Whole System Collaboration Model by Miller (2013) (p. 56) or the Value Flow
Model by den Ouden (2012) (p. 70).
133
network perspective on the users and user 1 called for information about which
influences a stakeholder is exposed to, this definition is too unilateral.
Therefore, the authors included ‘network/influences’ in the new prototype
rather than ‘connections’ to imply an interdependent network of influences of
stakeholders among each other and with external forces.
134
CHAPTER 9
9. Discussion and Prospects by Anne Koslowski/Laura Schulz
In the pre-project of this thesis the authors found out that it is crucial in any
project but especially in the multi-stakeholder environment of a co-design
project to succeed in understanding who should be involved, why, how, and
when. The pre-study revealed a knowledge gap in the area of stakeholder
involvement in co-design projects as well as a lack of design methods and
strategy frameworks that assist the designers as project facilitators to consider
the expectations of professionals while dealing with design problems.
Therefore, the authors tried to answer the following research questions (RQ):
RQ 2: At what point (stages and activities) and to which extent should and could
these stakeholders be involved during the process design (WHEN/HOW)?
The authors then tested their paper prototype with the project facilitator. It
showed that he did not find it practical to match the stakeholders to his project
steps based on their learning styles. It also showed that he was missing
information on the prototypes concerning stakeholder management. The
136
missing information included power of the stakeholder and his impact on the
project among other things. They were not revealed with the help of the persona
technique. Neither, the influences that he is exposed to were captured. Even
though Cooper et al. (2014) describe their method as a network approach to the
user it is not clear how to apply it to capture the influences that a stakeholder is
exposed to or exerts on others. Here, the authors see limitations of the goal-
directed design approach of Cooper et al. (2007, 2014).
138
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151
Appendix
1. Appendix: The Green Deal “Smart Energy Cities”
Program48
48
http://www.smartenergycities.nl
152
2. Appendix: Design Process of the “Green Deal” Project49
153
3. Appendix: Design Process – Prototype 1
49
https://padlet.com/koslowskianne/vqevbzk3q61h
154
155
4. Appendix: Design Process (with Kolb’s learning styles) –
Prototype 2
156
5. Appendix: Method Cards
157
158
159
6. Appendix: Exploratory Interview Questions for Pre-
Study
Biography
- full name
- professional background:
- years of experience in co-design
- number of accomplished co-design projects
160
22. Did you perceive any conflicting goals (within the project or within
stakeholders)?
23. Do you think these conflicting goals had an influence on the outcome of
the project?
a. If so: How and why?
24. Did you have or did you come to a shared understanding of goals
during the process?
25. Do you remember key moments or surprising moments that
changed/accelerated/improved the course of the project?
26. Where there (smoldering) conflicts?
a. If there were: How did you solve them?
b. If there weren’t: What led to the absence of conflicts? (open
trustful communication?)
27. Was there a strong sense of Hierarchy?
a. If so/not: Why?
b. Was that helpful or hindering for the project?
28. How did you feel personally during the project?
(comfortable/uncomfortable/included/excluded/taken seriously/not
taken seriously/others)
a. What made you feel like this?
29. How would you describe the vibes/atmosphere in the team over the
course of time?
30. What’s your lesson learned from this project?
31. What makes a good project for you personally?
32. How do you feel about co-designing and cooperating with many
multidisciplinary stakeholders in general?
33. Anything else you think we should know?
161
7. Appendix: Transcript of Exploratory Interviews from
Pre-Study
Rosa de Vries
Fenne Verhoeven
Berit Godfroij
"I have a tendency towards very open processes. And we involved a lot of
people from a tax agency. You can imagine they are not so comfortable with an
open process design. That created a lot of friction as well. They really wanted
to have plan what's going to happen over time. I must say: I would never do it
again that open. Next time I would definitely provide a very clear plan what
we're going to do. You do need a sense of confidence that you know what
you're doing along the way." (Remko)
"In ‘Powertools’ for example people sit down with their arms crossed like:
Okay, you tell me. If you give them tools they are more scared to start. It's very
personal. Some people are more used to doing creative things than others."
(Rosa)
"It's really helpful to get in their minds more since I am going to work with
healthcare professionals in the future. The way of making choices is a big
difference because healthcare professionals are following a lot of protocols.
When I was going to use a Co-Design method they wanted to know how I make
the results measurable and what analysis I am going to use. They are used to
filling in forms and not to qualitative interviews." (Rosa)
162
different approaches
"A lot of designers want to discover a complex problem from different angles
and just try something and see what the result is and then design further. I
came up with some ideas and they wanted to know how I got it. And I said well
it's just my creative mind. Explain yourself why you are doing this, that's what
they are used to not just trying things." (Rosa) "I explained it a bit and I think
they went with it. But I am not sure if they fully understood it. Some of the
people were really curious about Co-Design because they see the outcome."
(Rosa) "Because leadership failed to explicitly surface industry values,
participants from different industry groups found themselves blaming one
another for the project’s slow progress. Software engineers bemoaned the risk-
averse behavior of those in government and construction, while those in real
estate and construction focused on the engineers’ unrealistic time frames, and
so on." (Edmondson, 2014, p. 58)
"If all the stakeholders were open to doing creative things that would help me.
Sometimes they are scared. But not all always. Sometimes they stick to their
own thoughts. They think their dreams and what we want to hear in Co-Design
are not relevant. Maybe they think it's too personal and they see things rather
from a work perspective instead of a personal perspective." (Rosa) (maybe it's
the first time in the institution?)
"With the clients (autism patients) it's even harder. Because we want to design
with them together, but they have a cognitive impairment (low IQ or autism).
So, it's not easy for them thinking of new things. In sessions like that it's
important to have more tools, and photos. Because sometimes they cannot
read." (Rosa)
Designers usually focus more on the design process; managers e.g. tend to
focus more on a "tangible" (end)product and not the process itself (Fenne)
Partners want to build something, want to be dynamic (right from the start).
Co-Designers try to do the design process more systematically, involving steps
like talking and lots of research. (Fenne)
"One that I find very clear and apparent is more in line with commitment and
engagement. To what extent are ppl from the inside and outside engaged in the
process? To what extent can you keep that engagement and not lose it over
time? And there is also sth with expectations: how much can you expect from
them and how much do they expect?" "Keeping commitment within the
company is really important and difficult because people have other projects
going one. Usually those are not strategic ones but more urgent. So, getting
people on board and keeping them on board is important. And also, clarity
what's expected and what they can expect." (Remko)
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too much ownership/commitment (Remko)
"If you invite people again and again and they are very happy to be invited but
then they start to feel like owning the project. Then it gets very difficult to give
a project another direction. They are bound to be disappointed if the company
says we have to go into another direction. So balancing ..." (Remko)
meta involvement tool/get insight in the level of commitment over time and
also to optimize the amount of work that people have to do/how to and when
to involve them over time - "how to stage/conduct the planning of
commitment, something to compose/orchestrate a process and how can you
make that an open point of discussion over time"/"I don't have a lot of explicit
tools or methods to do that but I am very interested in" (Remko)
"There are some who are really interested in the co-Design project, but some
aren't. Those are the most difficult to get along but also the most interesting to
design for. Because they are most stuck in their behavior and that's the
behavior you want to change sometimes with Co-Design."/"The ones who are
the hardest to reach are the one you want to convince." (Rosa)
"In ‘Powertools’ one of the most difficult things is that if they've seen an idea
on paper a lot of people think it already exists. And if you want to brainstorm
on it they say: But it's already there. They want to do new things." (Rosa)
Sometimes something bad happens at the very beginning of the project and
after that the willingness of attending anymore was gone.
Maybe some people who are involved and attending aren't actually the most
important stakeholders. (Berit)
if problems (or other 'hard" decisions are discussed in the same meeting as
creative sessions (this slows down the "creative flow") (Fenne)
How can it be managed that managers can explicit their feelings and thoughts
better? (Fenne)
"It's not that they didn't want to participate. But they couldn't understand
what a dream was for example." (Rosa)
"We were looking full force at the outside world or the users but kind of
ignoring a little bit the people that are going to build the intervention.
Nowadays I think much more in terms of having these flows of reaching out to
the outside world or users but then also reaching out to the people who are
going to need to work with our material."/"Back then we felt like we need to do
this evangelizing. User-centered design is almost like a belief. We need to
convince them. But we stepped away from this. It's not so necessary anymore.
A lot of people are aware that we need to include the users in the process."
(Remko)
"ICT agency had its own way of working. We didn't prepare them well enough
to be part"/"We didn't talk about how our relationship was"/"They had a
bigger project and we did just a little bit"/"They kind of ignored what we had
done (which we found was cool)"/"There was enough clarity with the tax
agency. But then there was this ICT agency with their own way of working. It
was almost a political thing." (Remko)
If there are too many of different stakeholders the project feels quite complex.
You should always think about (even at the beginning of the project) which
partners do you really need for the project! (Fenne)
frustration (Fenne)
Even there is an artefact at the end of the project, the project can be seen as
unsuccessful when the stakeholders are unhappy/ feel frustrated (Berit)
"It's about bringing those people to the design process whose expertise you
need in order to design a functioning service/product, someone who has
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influence on the experience. This an be the user of course. But it can also be
other people."/"Enable them to function as experts of their experience in this
design process."/"Just asking people what do you think of this is not Co-
Design. It's more about giving directions or being able of directing the process.
To contribute whilst shaping the idea or the concept rather by only selecting or
being able to evaluate". (Remko)
"But if I look at the value of co-design I think I am looking much more at the
balance between the quality of the artefacts/service/intervention and the way
it has the potential of being adopted by the users" "Will it has the potential to
function over time rather than a democratic perspective where everybody
should be involved in the process." (Remko)
"At the end of my graduation project the healthcare professional who gave me
the assignment made the biggest compliment ever. He said the idea I
developed felt like it was his idea. I thought that's really awesome. You created
it together and he felt it was his project and he wants to continue with it. That's
the ultimate goal for a Co-Design project. He understands and feels like it's his
idea and because of this wants to be enthusiastic about it towards his
colleagues and everybody around him and I think that's the best way to adopt
a concept and that it will be a success in the end." (Rosa)
If you (as a designer) can leave the stakeholders alone with the outcome.
(Berit)
Sometimes there is a good process and a good outcome, but the stakeholders
(after the project) didn't know exactly how to use and how to teach their
colleagues. (Berit)
There is no need to have all steps fixed in the project. It's better to decide what
comes next depending on the outcome/ insights of the last session. (Berit)
Maybe some different kind of session is more needed rather than another
workshop. The end result isn't that important during the project than the input
of every single session.
"That's really important for a successful project that there is a meeting (where)
you share things, create things ... you make actions (tasks), than you go all
your own way ... you do all your own things ... and thinking about it,
documenting it in his/her own way and in the new session they all bring the
documents that they created... there could be discussions in smaller groups...
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and in the new sessions they all come together and they shared what was
happening inbetween. That's more co-creation." (Berit)
"I have experienced projects really differently. Part of what makes it great is
your own enthusiasm. In the Engage project the Co-Designing is really good
because everybody is really enthusiastic. The speech therapists are used to
doing creative stuff with their hands and post-its, and if we give them some
stuff they immediately start working and making things." (Rosa)
"You can teach them. It just needs more time. Depends on the duration of the
project. Briefing takes place in every project. Short projects could end up
failing because people didn't get what you were trying to tell them. But it also
depends on how good you are as a teacher I guess." (Rosa)
If all necessary stakeholders are involved; and if only those take part who are
really necessary (keep the number of stakeholders as low as possible!) (Fenne)
If the important partners are missing what can we do to catch them during the
project, e.g. to join every necessary meeting? What should we do when
important partner joins when the project already has started (and missed the
kick-off)? (Fenne)
Depending on how well they know each other, on their understanding of the
design process, ...
"I went to the healthcare institution ten times during my graduation. That's a
lot. Because I wanted to my target group and stakeholders. Once there were
one and a half months since the last meeting and I wasn't sure if I was going in
the right direction. I thought in a Co-Design project I cannot decide on my
own, I want to decide together. I think if you're not able to do a lot of
workshops due to other duties it's important to stay in contact with
everybody."/"In ‘Powertools’ we have three ways to communicate because
there are so many students and stakeholders. There is a Facebook page where
the students talk, a newsletter that is also sent to all the healthcare institutions
about where the projects are at the moment and we have some pitches of the
students every six weeks. Everybody is invited."/"But not everybody is there. It
would be interesting to know if everybody reads the newsletter and if they like
it." (Rosa)
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create/define a common goal/shared understanding/joint vision and make it
clear to all project members (Fenne)
Thoughts and needs should be recorded at the beginning and during the
project. They should be realized by everyone. And don't forget to look back at
and rethink them! (Iterative process! Not only in the design process, also in
the decision-making process). (Fenne)
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8. Appendix: Interview Guideline Part I – Goals and
Culture
Age
Level of education
Area of specialization
Years of experience
Company location
Company size
Size of department
Industry/sector
Tell me about your background in XX. How did you start and where are you
now?
What do you enjoy most about your job? What do you always tackle first?
What do you not like about working in XX? What do you procrastinate on?
What do you think is important to XX people? What do they like and dislike at
work?
What is a typical day like? // (What did you do when you first came in today?
What did you do after that?)
What were relationships like with other groups outside XX? What groups do
you like?
How do you like taking decisions? quick – slow; superficial – thorough; Well-
founded – uninformed; structured – unstructured; fair – unfair; emotional –
rational; hierarchical – equitable; complex – simple; open – guided; uneasy –
pleasant; surprising – predictable
In the design process what are the most common things you do?
What parts of the design process do you use most? (what is your role in the
project?)
What are your favorite aspects of the design process? Where do you want to get
involved much?
How much do you want to get involved at all? And how much do you want to get
involved in creative session?
Does the Green Deal project is worth your time and money? Why?
How much time are you able to invest in percent comparing to other projects?
How much is that in hours per week?
How did the last Green Deal meeting/workshop make you feel? (e.g. creative,
smart, professional, appreciated, uncomfortable, an outsider). Why? How did
the whole project make you feel? Why?
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When you think of your boss/superior/employer: How do you want to feel in
the Creative Producers project?
In your unit, do you focus more on the how or on the what when you carry out
work? Is it more important to achieve a result even if that means taking some
risks? Or is it more important how you do things focusing on the process, and
rather avoiding risks?
Do your working days feel very much the same to you or do they bring new
challenges? And how do you feel about it? Do you feel comfortable in unfamiliar
situations or do you feel better in a routine-based environment?
Would you say your work environment is rather serious and disciplined or little
controlled and easy-going? Can you illustrate this with the help of some
examples, please?
When you were recruited did your personal life play a role in the interview or
only your job competences? Do you rather identify with your boss or would
you say you are more determined by your profession or content of your job?
Do you feel a strong or some social control to be like everybody else around
you?
How much time did you need to feel at home in your company? A few days or
did it take a long time, maybe a year or more? How would you describe the
communication climate in your company? As rather secretive or rather open?
How do you perceive your unit/company: Does it take responsibility for you and
your family’s welfare or is it only interested in the work you do? Are important
decisions made by individuals or collectively?
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To which degree are you in line with you direct boss’s preferences? Is there some
conflict between her/his expectations towards you and the way you act in the
project?
To which degree do you identify with your organisation? Do you identify with
different aspects more than with others, including internal goals, the client, your
own group, your boss, the whole organisation?
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9. Appendix: Interview Guideline Part II – Process and
Stakeholders
2. Who are the key stakeholders?50 (Not more than one hour)
a. How did you identify them?
b. Please describe their role by power and importance.
50If you like, categorize them by internal and external stakeholders or any other
category.
174
b. Please describe the design process of the first phase/stage of the
program. If possible, draw it.51
c. Please describe the methods used in the different stages of the
project, including expenditure of time, complexity, creativity,
decision-making, etc.
9.1. How and when was each key stakeholder involved in the design
process?
51
What kind of process did the stakeholders go through? A formal project
management process? A specific (?) co-design project process? An iteratively design
process?
175
(Additional questions if there is time left:)
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10. Appendix: Interview Transcript User 1
Paraphrase
Back then you I had a sofa company and I sold it. Then I Owner/risk-taking
were still in ran my own marketing company for eight
marketing? years as single. This was a completely wants his work to
different challenge. It was a new contribute to
intellectual challenge but also very something that
relevant. You know that twist to the matters to him
program instead of speed dates and
BBQs. That's not structural. There is not a
good model and thinking behind it. This
was much more robust, and the
municipality loved it so we got a starting
budget and from then on it really started
rolling. At first, we thought we'd have
some local customers but within a year
we had customers all over the
Netherlands, also big companies which
we never expected. So, in a couple of
years we had another partner who
decided to join the company instead of
having three lose partners and created a
company with a name and a brand and a
value proposition. From then on it started
rolling and we got into more and more
projects.
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And these complex Yeah, that's all we wanted. So, were we
things are started and were we are now if that's what
something that you're asking: it is behavioural and
challenges you and organisational design. You can frame it
that you wanted this way. Which are new areas and they
to...? are all related.
So, you will retire. Well, yes as long as I like it I will keep
going. But then I will be in Greece or Italy
or wherever. Somewhere nice.
What do you enjoy First, understanding what question really Exploring the user,
most about your is. What's the question we're getting? and the problem,
job? What do you What is the project about? What do they curiosity, concrete-
always tackle want to achieve and why? Explore the experience orientation
first? problem and part of that is also who is
involved in a problem. Usually there is a
question behind the question. What are
people really asking? What are they really
looking for? When are they happy? With
what kind of answers would they be
happy?
What do you not I hate making reports, and PowerPoint Dislikes reports,
like about working slides. I hate documenting. I really don't documentation
in service design? like documenting. And also, I really don't
What do you like negativity. In some projects, you have Dislikes negativity,
procrastinate on? positive people who are not afraid, and dislikes fear of the
are comfortable. So, you can really new and scepticism
progress. And sometimes people are
tight, you really have to lose them up
every time. Usually they are afraid. So
how to get people in the comfort mode
and open them up a little bit. Negativity
and negative persons that's horrible.
Someone who always see objections
instead of opportunities.
What do you think Curiosity is one of the main capabilities. Understanding the
is important to What's happening here and who is here? user, likes talking to
service design In service design are always end users people, extraversion,
people at work? involved. So, who are they? What's really concerned with the
What do they like happening there? I like sitting at home uniqueness and
179
and dislike in and talking to people. And then you come complexity of present
general? back and then you have to abstract the reality (Kolb, 2015, p.
results into a model and it gets to a 105), listen with an
scientific circle. And you always get this open mind, empathy
horrible feeling that's not reality. I mean
a map is not the territory. So, you always
have to be very curious. Also, you have to
be empathetic. We can have endless
discussions about what's empathy, but I
think it's an ability to listen and to ask the Likes challenges,
right questions. I think that's really
important. And then the next thing is Miraculous process,
when you have this data: How do you loves the service
make sense of that? You have loads of design process and
qualitative data. You have quotes, you the surprising results,
have all these different people. So, what “I really like the pre-
are the patterns? What do I see? That's phase, personally the
also a thing a good service designer likes. qualitative research.”
That's a nice challenge having all this.
And there always emerges something.
That's a miraculous process. You see
patterns maybe not as clear. But then
something emerges and then you say:
Yes! (snips) Now I have this, this, this.
That's great. Service designers love that.
And then you have to translate these
insights into whatever, a concept, or new
services. That's a different challenge and
then you have to test that. Some people
really like this idea generation, that
concepting phase. Some really like the
implantation phase. I like really the pre-
phase, personally the qualitative
research. Tonight, we have a workshop in
Eindhoven with tenants. We create our
own information material. How would
they like to be informed? If you have a
drawing: Do they understand it? Is this
the right kind of drawing or do we make
another drawing? I really look forward to
this. But we tend to be here a little bit
more analytical then purely creative. The
right mix between analytical skills and
creative skills. If you find the right
balance I think you are good service
designer.
And again, in The biggest hurdle we usually have is that “The biggest hurdle
general what do people don't understand what we're we usually have is that
you think service doing. And qualitative research is people don't
designers dislike? complicated and takes a lot of time. You understand what
never know before where you end up we're doing.”
with. You don't know. Because it's
research. So, feeling uncomfortable is “Feeling
part of the process. When people are uncomfortable is part
trying to get control, and trying to fix the of the process.”
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project then it's different. You are in a
different mindset. They really want to
make a project plan with the phases. You
can do that, but you will never know what
you come up with. In the end, we have
more experience making calculations,
getting a feeling of how many hours we're
gonna spend. But we never know the
outcome. It's a problem for them. We
work a lot in the public sphere with Comfortable with
municipalities or national government. unfamiliar situations
So, these people have a different culture.
They want results, reports. Everyone has
a stake in the process. But if you're on
this route not knowing exactly what's Sometimes impatient
happening is part of the deal. So, it takes and pushy
a lot of time to tune these people, our
customers to this way of working. And if
they tune that's great. But if they don't
that's...*exhales*. It's very tiring and
problematic. Then you get budget issues
and you come to all this kind of shit you
don't want to get into.
What makes a Of course, a good day is when you get a Business goal: get a
good day? new project. You make an offer, and new project;
someone signed it. That's always great.
What's also nice is when people prizes contact with
appreciate what you're doing. So, when I people who
talk to people in their homes and we have understand his values
these context mapping sessions or and the goals he is
workshops and people are enthusiastic. working toward; at
We always also take the clients on board. ease with people and
So, when they join a workshop they really interested in them;
like it because it's so different from the people generally like
way they are used to work. Now this kind him well enough to
of sessions are more common than they consider any
were a couple of years ago. Many offices compromise that he
in the municipalities when I walk in I see thinks ‘might work’
all these sticky notes and the same things
we're working with. So, it's getting more
common. And when they say afterwards:
That's nice. Because most people in those
organisations never talk to their clients.
They never go into their homes or out
into the streets and watch them. They
never do that. So that's great.
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What makes a bad When you don't get it or I hate having Cares more about
day? arguments about bills. Luckily it doesn't purpose than money;
very often. But that's bad. A bad day establishes personal
is when a nice colleague says she or he is friendships
leaving the company. That's bad. That's divergent learner
really bad. Usually young people stay for
a couple of years and then they move on.
They grow, they stay for three, four,
maybe five years and then they move on. Business goal: keep
It's always like a soccer team...You create good staff
a talent and then they get bought by clubs
with a lot of money. It's good for them but
it's always a sad moment. You lose a lot of
expertise and skills you've been building
together. We have bit of our own way of
working, our own routines. I don't like it.
183
Technical University in Delft. There are
some consultancy firms we work with
because we are complementary. It works
well because say they are bluer and we
are the yellow. And that interacts very
nicely. They can't make personas, they
can't do qualitative research, they can't
analyse it. But they are very good at Like working with
structuring information. They are on a business consultants
different level. They are mostly business that complement
consultants.
Are there groups I don't like controllers. I don't like that Dislikes controllers
that you would way of thinking in figures, putting (highly abstract,
like to stay away everything into figures, in numbers. I am convergent learning
from, that you not very good at it so it makes me style); Experience
maybe had insecure. Am I missing something? That's goal: Wants to feel
difficult a fact. I find that difficult. But if it was a secure, wants to be in
experiences with client of ours well we tried to set up a control
due to their cooperation with a large accountancy
backgrounds? firm to help their customers. They do the
finance stuff, we do the innovation stuff
and in the end, it never worked. It wasn't
that I didn't like them. They dropped out.
184
So, you like to Yeah, but you need more detail. It's a “First of all, I have to
build a really process of getting the details. They arise get a general picture.”
broad information more or less when you ask the right
base on which you questions. First of all, I have to get a
take a decision. general picture. The next thing: When I
want this what do I have to do to get
there? Do I have to do a stakeholder
mapping? Do I have to do interviews? Do
I need expert interview, or do I have to do
something completely different? That
reminds me of a project or a project of a
colleague. That's how you build it up.
How do you like Quick or slow; superficial or thorough: in Likes quick, pleasant
taking decisions? between, well-founded or uninformed; and fair decision-
structured or unstructured in between; making, between
fair or unfair; emotional or rational: in superficial and
between; hierarchical or equitable: that thorough, well-
depends on my role, when I am in charge founded, not too
of a meeting I want to get results so I structured neither to
have different role than when I am part of unstructured, slightly
a meeting and I just have to listen and hierarchical, not too
maybe give some advice, I am not all too emotional neither
patient, so I want to make progress, rational, between
probably in between but with a slight surprising and
tendency towards hierarchical; complex predictable, between
or simple: what? (we take that out); open open and guided
or guided: in between; uneasy or
pleasant; surprising or predictable: it's
great when surprising is good, but you
also can have negative surprise. Also,
that's not easy to say: in between
What drives you Agendas, that's the thing I hate most. “Agendas, that's the
crazy in the design Organizing things and getting people on thing I hate most.”
process? board and then they all have their
agendas and you never have the time to
plan a meeting or workshop. That really
drives me crazy. The time it costs to Inflexibility of others
organize something. ‘Ah so full. Come drives him crazy
back next month, I have one hour for
you.’ Especially when you do interviews.
185
In Eindhoven, I had to do a lot a lot of
interviews with a lot of very busy people. Impatient, likes
It takes months before you have spoken progress
to all the people. I really find that
frustrating.
Is the Green Deal Well, it's not my money. I make money of “It's more the
Smart Energy the project. First of all, it's a very challenge not the
Cities program interesting topic. It has to do with energy money.”
worth your time and sustainability. Secondly, the
and money? Why? approach is a new challenge. We did
some work in this area but not on this
scale, so we had really find our way how Is on the project
to tackle these kinds of projects. It's more because it earns him
the challenge not the money. You can see money, it’s an
that first of all as learning. It's also part of interesting topic, a
the acquisition. I had a lot of follow-up new challenge, a good
projects. Not inside the Green Deal but chance to get follow-
on top of it. I earned much more and had up projects
much more projects than this initial (acquisition)
project. It was a platform first of all to
learn a lot and secondly to build up a
good network.
186
format to do that. Then it's absolutely
worthwhile.
How much time 80 percent of my time. I had three Invests 80% (2-30
are you able to projects inside the Green Deal. We also hours/week) of his
invest into the had a meeting with the Creative total time in the
Green Deal Smart Producers, and Remko...there was a lot project
Energy Cities around it. There were happenings, and
project in we had to make presentations, there was
percentage a lot going on. So, it took almost all my
comparing to time. That's around 20-30 hours per
other projects week. I still have another company beside
(hours per week)? this.
What outcome do I am usually not attending, my role is End goal: get new
you have in mind giving, not attending. When I am giving a input, feel up-to-date,
when workshop I already told you: It could be make progress, not
attending/giving a just stakeholder involvement, learning waste time
Green Deal Smart something new, and making progress.
Energy Cities Getting somewhere is important.
workshop or
meeting? goal-oriented
“Getting somewhere
is important.”
How did the last It was good, it was nice. Our client had Experience goals:
workshop/meeting invited a lot of people which would attend Tackling unexpected
make you feel? the workshop. We thought we would have challenges, feel smart
a workshop with five and suddenly we and in control
were 16. Why? I had never met those
people. You cannot give a workshop with
16 people. So, we had to improvise. We
were two, so we split. I gave my young “We had a good
colleague the responsibility to take one discussion and we
and I took the other groups. We split the made progress and
subjects and that worked very well. We we had all our sticky
had a good discussion and we made notes. Everything
progress and we had all our sticky notes. was there. We
Everything was there. We involved the involved the people
187
people who should be involved. We got who should be
them talking and creating ideas, and we involved.”
made progress. So, in the end we made a
customer journey and we finished that.
So, you felt Yes, it was good in every aspect. It was Likes to
successful? not just the end result but also that these activate/influence/
people were actively participating and
involved in the process. The most empower people,
important thing is: It's not my thing I am make them contribute
just facilitating things for others. They and take ownership
have to feel ownership, that's their
process, not mine. And if you succeed in
that then the people talk and give
solutions and ideas. It's not always like
that (*laughs*).
How does the There were eleven projects and I did Likes to frame the
whole Green Deal three. About those I felt mixed. That has question, find the
project make you to do with the setting of this whole right people, make a
feel? program. Because it was subsidised, and useful plan with a
it wasn't very well prepared. So, we were reasonable timeframe
thrown into something and before we and budget
started with what actually is the question.
Is this the kind of question where a
service designer is the best person to give
you an answer? Maybe you need an “I personally learned
accountant or a marketer. So, framing the a lot.”
question, finding the right people,
making a useful plan within a relatively
timeframe and budget that was the main
challenge. That was a lesson learned. I It makes him feel
personally learned a lot. I think in the uncomfortable that
outcome of the projects we could have the outcome was
done much more but it was so small. So, minimal (“only the
it was only the beginning. That's an beginning”) –> likes
uncomfortable feeling. Because you to accomplish things,
started something but then you have to doesn’t like to stop in
cut it off. We have to take them a step the middle, has high
further. We have now a follow-up of the expectations
project. It's instructive but it's not the
way to do it. The model as an outcome is
very nice. We have a lot of tools. I think
we have much better equipment now if
the municipality came with the same
question we'd be quicker to handle it and
had a better impression of what is the
question and also to give them a better Likes the feeling of
impression of the possible outcome when being prepared for a
you have three months. similar kind of project
How would you We change the world. (*laughs*) The Would like to have
prefer to feel? outcome would be to have a hundred more influence/power
thousand buildings being energy neutral. to change things,
We didn't get there. We have a problem stagnation frustrates
here in the Netherlands, and we didn't him
188
solve that problem and we didn't make
enough headway. If you go in a speed like
this you know...It's not only me, it's the
whole process, the whole wicked
problem, this whole multi-stakeholder
environment. My big insight was when
you create this ownership which really
takes time then you are getting nowhere
with these stakeholders. You need skills.
Most of the people who are responsible
for this project doesn’t have these skills.
They are the owner of the problem. They Wants other people to
have to develop the skills not me. So, do I take responsibility,
do that? Their role is to really get these put more effort,
results and be responsible for the develop more skills.
process.
So, you would like Yes, but also what I would like to see is
to feel like there is that people acknowledge what is
something necessary to tackle this kind of problems.
moving, there is And also, to have them organize
something themselves to really do that. But they
happening, people don't.
take
responsibility?
How does your I have my inner boss. There is always Wants to know what’s
superior/company your inner voice that tells you...(*laughs*) going on, likes to be in
want you to feel in First, I want to have the idea that I know control, likes to know
the project? what's happening, were we are. And that people appreciate
secondly, are the people I am working for his work wants to
are happy with what we are doing? Do please
they understand and like what we are
doing? Do they see the value? That's the
most important part.
Why does your There are many reasons to be in the Likes to bring
inner boss want project. Otherwise I would be sitting out something to a good
you to be in the in the streets and just smoke cigarettes end,
project? instead of doing something useful. There
is always a personal challenge to bring Likes simplicity,
something to a good end and see what projects shouldn’t be
you can do. I like the challenge and also, I too complicated
would like it not to be too complicated. anymore
Sometimes you have really complicated
projects and problems and I don't like
that anymore. I want to make it clear and
break it up into small manageable parts
189
that everyone can see so in the end of the
day you can still make the progress.
That's funny: I used the word progress a
lot of times during the interview. I realize
how important that is. Usually we don't
have much budget and time, so you have
to be efficient. But you can't push that's
the funny thing about this whole co-
creation game.
What would you The opposite. They did a lousy job, don't
consider failure? talk to them.
User 1 perceives
himself as
comfortable with
unfamiliar situations
and puts a maximal
effort, each day
bringing new
challenges
Do your working We've been doing this now for a couple of There is some routine
days feel very years and for instance I made many thanks to their well-
much the same to customer journeys, so you feel known process, tools,
you or do they comfortable with making it. So, you can and methods but the
bring new say it's a routine but it's not because every context is always
challenges? And context is different. But the process you different. “Maybe 25
how do you feel feel more comfortable with the process. % is routine and the
about it? Do you That gives me always the faith that we rest is new or
feel comfortable in always end up with something different.”
unfamiliar worthwhile. The customer journeys are
situations or do always for different clients, in different
you feel better in a situations. Sometimes you have days
190
routine-based which feel like the day before. The routine
environment? is the process because I know that. That's
a routine or a skill. I like that. But the
situation where you apply your process is
always different. You never know. Of
course, I know but they don't know
(*laughs) The longer you do this - that's
also a pitfall because you tend to trust a
lot on your process a lot and you have
think we could do it better - but it's less
routine than expected. Maybe 25 % is
routine and the rest is new or different.
Would you say On a personal level, I think it's easy- Rather easy-going
your work going. We are structured, not as work discipline with a
environment is structured as we would like. Maybe we rather loose internal
rather serious and should be more structured but in general, structure, a lack of
disciplined or little again, because we know how to do a predictability, and
controlled and project and how to deal with the different little control and
easy-going? steps of phases in a project you always discipline; there is
have a structure with agendas. In multi- quite a lot of
stakeholder environment, there is always improvisation and
something happening that's different or surprises
changing the perspective, or you're not
talking to the right organisation or
person. There is always something
unexpected. Easy-going but with “There is always
structure. This might sound like a something
contradiction but it's not. unexpected. Easy-
going but with
structure.”
When you recruit If someone like running, skiing or playing professional culture
does the personal chest that's not so very interesting. So, we where private lives are
life of the have a profile where we look at different considered
employee play a aspects of a person and of course the employee’s own, and
role in the professional skills are very important. But they think far ahead
interview or does that's not all because also you need good
only the job social skills that's really important. And
competency play a secondly, it's a kind of a personal trait are
role? Do you you a curious person, are you able to ask “Of course, the
rather identify the right questions. That's much more professional skills are
with your boss or important. Some people come here, and very important.”
would you say are they have a very nice portfolio and they
you more graduated but they lack empathetic skills.
191
determined by We want to have good visualizing skills
your profession or and a lot of them lack that also. And be The
content of your able to conceptualize. Are you able in all profession/content of
job? Do you feel a this to create concepts that's a high the job is more
strong or some ‘overthing’ and from there work down important than
social control to be again or do you always mess around with personal
like everybody else all these facts and data. So, we look at
around you? different aspects, but I mean family life is
not ... unless someone is an alcoholic. But
if you have dog or a cat you know... And I
think it's quite individualistic.
192
To which degree It's a bit the structure of this company. Degree of acceptance
do you identify We're three partners and every partner of leadership style
with your has responsibility for its own sales cannot be answered
organisation? Do targets. I have to get my own projects and
you identify with we all three have to do that. More or less
different aspects we're three little companies within a
more than with company. That's always about finding the
others, including right balance: What's really common?
internal goals, the What do we really share except the
client, your own billing? What are values, what's
group, your boss, important for us? Then we have this little
the whole mini...
organisation?
That's typical of ideate. The structure we
chose. We always have to pull the right
handles you be three islands instead of
one company. And sometimes that's not
easy because I tend to do projects
differently than my partners. So, if you
work for different partners you don't get
the same thing. We all do it differently.
We have the same process but we're
different persons. Sometimes we
exchange ideas and asking for feedback,
but I am responsible for my own projects
also to acquire them. And when we have
large projects usually we first try to get
people involved here because we have to
pay them, so they have to work. I don't
get paid like them. It's my risk because I
am an entrepreneur. I am not on the pay
role.
193
11. Appendix: Interview Transcript User 2
52
software is meant for residence to be able to influence changes in their own life (by starting
with the changes of their houses (with focus on energy saving) in the Green Deal project. But the
tool is much broader and can be used for all kind of changes.
194
work, using an owner
program to do the actual
model/drawing. So, we
made an application on an
existing CAD software.
Later we started
developing our own
software. We stepped one
step further and we said
‘well, the existing Goal-oriented
programs can’t facilitate as
enough to do what we
want’. The existing
programs could only be
operated by trained
software Entrepreneurial
engineers/users/architects
. I became a developer
because I started to use
software for my own
purposes to make digital
drawings as an architect.
We bought our first
program. It didn’t work
like we wanted and then
we started changing it.
That’s how .. the
beginning of my .. as an IT
developer. And then
slowly I specialized more
in IT development. And He is an IT
architecture became less developer
important for me as a
profession.
So, you also do We design the software “We make our own
some kind of design ourselves, yes. To fit the specifications”
work? purposes that we defined
ourselves. So, we don’t
make software on the
specifications of somebody
else. We make our own
specifications and then we
make the software.
When you say what Well, the developers come He likes helping his
you most like about with problems. They were coders to think out
your job or what working on a task to make of the box look at
you always tackle a piece of the software and thinks from other
first and you say they meet problems that perspectives
“it’s improving the they cannot solve (divergent thinker)
speed of the themselves. So, you need
software” – what to help them to think out
exactly does it of their box and then it
mean? Like you helps when you are not
come to work in the totally involved in the
morning, what source code because then
would be the task you are too much focused
that you would like on the technical coding.
to tackle first? That doesn’t help to take
some distance and have an
overview of how you could
approach a problem in a
different way. So, it’s
basically helping people to
get out of their line of
thinking.
Something that
managers would
also do … Yes. I don’t like
management.
200
works … then they are
really happy. They like to
make the first version,
what they don’t like then –
and that’s about 20% of
the work mostly – and
then you have to finish it,
so you have to do the hard
work to get all the little
bugs out of it, etc. That’s
what they don’t like.
So, they like to Yes. Get a new problem They like to move on
move on quickly? and solve it. Yes. They like quickly.
to move on to new
functionality.
And anything else Well, most developers like Most developers like
that they typically very clear specifications of clear specifications
like or dislike? what you want them to and like to know why
make. Most developers they are making
like to understand why something.
they’re making what they
make. There are also
different kind of
developers, more in the
(autistic) spectrum, that
really don’t give a damn
why they make what they
make, so they just make it.
But also they would like to
have very strict
specifications.
They don’t tell you It’s really hard to get Prefers the
what they are information out of them. communicative
working/ how they Of all that kinds of developer who is
are would do it? developers, I like them
201
more when they are more interested in what he
communicative and that is doing
are also interested in why
they make it. For what
purpose and what the use
of the software is. We have
both kinds. You also need
both kinds because for
very technical dungeons of
the software you need the
first kind of programmer
that really focuses on just
making the bits and bytes
work. And on a higher
level, close to the interface
and the user you need to
understand how the
software is used.
What is a typical day It’s really different. I think His days are very
like for you? What three days in the week I’m different. Most of the
do you do when you not in the office. I’m out week he is out of
first come in? What talking to customers, office trying to sell
do you do after doing acquisition, talking and demonstrate the
that? to interested parties that software.
want to use the software.
For instance, talk with
user 1 about the use of our
software and optimization
of the software for the
project in Eindhoven. That
kind of work when I’m not
in the office. I’m doing a
lot of demonstration of the
software to possible There is no strict
customers. And then I organized working
have, I think, one day in a scheme.
week that I use to do the
management of the
organization, so financial
management, human
resource management, all
that kind of things. And
the rest is, but it’s not
really organized .. so it’s
not a strict scheme. And
the rest is talking to
developers and do
development. Helping
developers getting ahead.
And what did you do Yes. This morning Many different tasks
first when you came (laughs) … it’s not a typical ranging from legal
in today? day. This morning I wrote work to scientific
a paper for … we are suing work to acquisition.
another party. We’ve to go
202
into court. So, I have to do
some legal work.
Preparation of the process,
to that’s part of my
management tasks. And
then I called you.
What would be an Well, I’m not very easy to Not easy to surprise
unusual event at surprise anymore. anymore
work for you? (laughs) All different kind
of things come by. So, I
couldn’t name a specific
event that I would call
unusual.
And what makes a A bad day is when you lose Goal: make/see
bad day? in court (laughs). A bad progress every day
day is where no pushy
progression is made.
You’re just waiting for
things to get ahead.
Outside as well… in
general?
Like the
relationships to
other professions.
Like when you’re
working in a multi-
stakeholder That differs a lot. When Cooperation with
environment – what you’re working for a city, employees of the
are the for instance, then you have municipality is
relationships like? people working there that difficult looks for
Like easy-going? don’t want to do anything people who
for you. And then it’s contribute to his
206
Like you cooperate really hard to make goals, who want to
well? Are there progression. But there are make progress in his
some parallels if also people there that way
you work with want to do different in a
special groups? new way. You meet all
kinds of people, people
you can work with and
then the relation is good
but you also have people
you need to work with
because you can’t depose
them and then it’s hard
work to you to make any
progression. So, the
quality of the relations is
really different depending
on the person that you are
He easily adapts to confronted with. You can’t
the situation? always choose who you are
working with because
somebody who buys our Good co-operation
software is pointing his with user 1 he
own context that have to prizes contacts with
deal with us. So, people who
sometimes it works very understand his
well, sometimes it doesn’t. values and goals he
With user 1, for instance, is working toward
we can really work very
well. He’s not fixed in his
thinking. He is also
constantly trying to find
new solutions for
problems and improve
processes and the way
we’re acting in the project.
Yes.
Yes.
Is the Green Deal Yes, because we invent in Goals: use the Green
Smart Energy Cities new ways to reach the Deal project to
project worth your goals of this time. And you advance the software
time? Why? can develop that further in and improve it for
other projects. So, we’re other projects, learn
learning a lot and we also new things, the
use this knowledge in project as a
other projects and in other springboard
cities. We are also setting
projects in Amsterdam, in
Rotterdam, etc.
Everything we learn in
Eindhoven we can reuse in
other projects and in other
cities.
210
that what you’re doing is
good and that what you
are going to do is
necessary to bring the
project further then it’s
also a success. Sometimes
it’s convincing, sometimes
it’s inventing.
Yes.
And in percentage
in comparison to
other projects? At the start, we put much
more effort in this project
than in the new projects. In the beginning,
Because it was the first they invested a
one. I would say …at the multiple of time into
time it’s equal. the Green Deal
project, now they
invest as much time
in it as in all other
Well, I think, because this projects this
In the follow-up was the first project we project was a
projects? spent maybe five times first/special
more energy in this
project than in the new
projects that we do. But
now it’s equal. Every
project spends the same
time. But this was a big
project where we tried
new principles for the first
time, so then you have to
spend more time then
when you reuse these
principles and develop
them further. That’s why
we spent more time in this
project than in the new
projects.
Yes.
211
When does a When you challenge to Goal: be actively
workshop/meeting think and are able to put involved in a
get your full your own input in the meeting/give your
attention? Just process … so, if you’re just own input in the
think of a listening for maybe half an process, just
meeting/workshop hour (laughs)…You drift listening is too
– what’s necessary away… than it’s over. boring for him
so that you pay full
attention, you don’t
get distracted by e-
mails or calls or
thinking of other
things?
You need to be
actively involved?
Yes.
For example?
Outcome on mind:
So, the outcome that get a task done
you have in mind is We have some meetings to
to get a task done. develop a customer
journey for different target
groups and what I have in
mind before we start a
meeting is that we have at
least… a design of the first
version of the customer
journey or a part of the
journey. We want to bring
it further, so we need to
see progression and the
212
development of the
subject/the work/the
session.
Yes.
213
were convinced about the out something
process that we designed. directly
So, the meeting Yes. They understood and, Felt released and
made you feel so they proceeded with the satisfied with the last
satisfied/released project. When they don’t workshop
because you saw understand they reject the
that other people process and you can’t get
understood? along with your project.
This was an important
workshop to get support
and commitment from
So that you can keep others/other stakeholders.
on working for
yourself.
Yes.
214
but not especially of big
groups.
What are the That the project will be Goal: make the
company’s successful and that municipality want to
expectations successful will be defined use the software
towards you (as a as that the municipality
person) on the mostly is convinced that
project?? this is the way to go when
it comes to activating
inhabitants to adapt their
homes in a way that
energy will be saved.
That’s sustainability is
promoted. The
expectation is that the
municipality recognizes
your work as … Yes. So,
the project is successful …
I’m successful in this
project if the municipality
has a positive evaluation
of our software in this
project. So that they want
to use it in the next
project.
Yes.
What would be the The next project (laughs) Goal: get a new
dream outcome of project out of the
this project? A Yes. current one
follow-up project?
Yes.
A new contract?
216
What would you If we don’t get a new Goal: avoid failure,
consider a failure? contract. getting dismissed by
the municipality
If people don’t like
the product?
Yes. If the outcome is that
the city decides not to do a
next project with this
software in this process. I
don’t think that’s gonna
happen but that would be
a failure.
217
results and results are most
customer's important, and a
requirements? pragmatic rather
than an ethical
attitude prevails (cf.
Hofstede Insights,
n.d.).
Would you say your Last one, second one. Reveals a rather
work environment loose internal
is rather serious structure, a lack of
and disciplined or predictability, and
little controlled and little control and
easy-going? discipline; there is a
lot of improvisation
and surprises. A
(very) strict work
discipline reveals the
reverse. People are
very cost-conscious,
punctual and serious
(Hofstede Insights,
n.d.).
Do you rather
identify with your
boss or would you
say are you more
determined by your
profession or
content of your job?
Do you feel a strong It’s both. A rather
or some social professional/learnin
control to be like g organisation in
everybody else which an employee
around you? is determined by his
profession and/or
the content of the
job. There is little
social control nor is
there pressure to be
like everybody else
around them.
218
No.
How much time did I think a few days. People A rather open
you need to feel at are adapting very fast culture in which
home in your here. newcomers are made
company? A few immediately
days or did it take a welcome, one is
long time, maybe a open both to insiders
year or more? How and outsiders, and it
would you describe is believed that
the communication It’s open. almost anyone
climate in your would fit in the
company? As rather organisation (cf.
secretive or rather Hofstede Insights,
open? n.d.).
220
12. Appendix: Interview Transcript User 3
What do you see yourself Probably the same what No personal professional goals
doing five years from I’m doing now.
now?
What do you enjoy most Well, I usually not tackle Likes “thinking about and
about your job? What do things first that I like finding strategies to resolve the
you always tackle first? most. What I do, that I enormous problems we have in
tackle things first that I tackling climate change”
don’t like. So, that I get
rid of them. First, do the
task that you don’t like
and then you have more
time to do for the things
you like. The question
was ‘What do you like
most?
Yes.
Thinking about and
finding strategies to
resolve the enormous
problems we have in
tackling climate change.
221
What do you like about Well what I like is Needs a purpose introverted
working as a policy certainly the fact that it’s feeling type/divergent learning
adviser? a very important subject. style
That I am working on
something that really
matters and the other
interesting fact that there
is a lot of positive
feedback in the sense that
many people are
recognizing the problem
of climate change at the
moment. So, we get a lot
of energy; energy in the
sense like getting a lot of
work done in this subject.
For instance, last night
we had a very interesting
evening with about 25 or
30 people from the city
who are all very involved Experience goal: wants to feel
in this problem and energized, wants to feel part of
trying to find solutions. a big
So, it gives energy to do change/movement/community
this.
222
case of today, I spend in
meetings, trying to get Spends most of his time in
results, to get people to meetings, “trying to get results,
do things, to evaluate to get people to do things, to
situations. So, this evaluate situations”
morning we had a accommodative learning style
meeting of about 4,5 (can get other people to adapt
hours. After, I did my too)
administrative
obligations. And this
meeting of about 4,5
hours was dedicated to
the fact that there is a bit
change in our law system
concerning
environmental
management. And we are
trying to find out how this
change in the law system
can help us and can
enable us to get to better
energy transition or
“Energiewende”. We had
a special group of about
25 people on the aspect
on how this change in our
law system may help us,
how can we get maximum
profit on that, on our
goals. That’s something of
the typical things I do.
After that I had a
discussion or
session/meeting with
people who are from an
airbase in our city and we
are trying to get to the
point that some parts of
this airbase can be used
as a solar field. So, we
would like to have about
2 hectares of the field to
use it for solar panels and
that’s what we’re trying to
manage. And it points to
next year, that we can
start the project. And
after that I had a meeting
which was concerned
with the fact that as a city
we own a lot of public
spaces, of the ground in
the city. Sometimes we
sell grounds to have any
development there and
our task is to make sure
223
that new developments
on ground in the city are
climate neutral and the
question is how can we
get that. That was our last
meeting. And after that I
had an interview at 5
o’clock with some people
from Magdeburg
Yes, I do a lot of
.So, a typical day for you meetings. Every day,
is that you have every week.
meetings? “I do a lot of meetings. Every
day, every week”
What activities currently Yes, of course. But also, I Too much talking, esp. when
waste your time at your think at my case there is not related to his goals, wastes
job? So, you mention the too much talking, not his time
managing stuff, for related to the goals we
example. have. Well, that’s not so
nice to say that to my
colleagues but I’m not
always very much into
talk, I’m trying to reach Wants to be goal-oriented
my goals. But I’m trying accommodative learning style
to be goal-oriented and
sometimes, it takes time
in social things which are
not goal-oriented.
Do you have a strong After, let’s say, ten (got the question wrong, the
sense of who is and who minutes talk, I tend to intention was to describe the
is not a person like you have an opinion of occupational culture of people
in your position? How someone’s way of work. It like him)
can you tell? is not always correct but
many times, the first
So, it is the first impression after speaking
impression and a kind of to someone for ten
gut feeling? minutes there is a “right
225
or wrong think” in my
mind.
What were relationships I like to work with goal- Likes to work with goal-
like with other groups oriented people. Regular oriented people, e.g. from the
outside your position? working as I am in a local commercial non-governmental
What groups do you like government, sometimes sector accommodative
to work or not work with there is a tendency to just learning style
and why? have meetings and not
reach a goal. On the other Working at the local
hand, when you with government can be less goal-
people who are more oriented, efficient
from commercial or from,
let’s say, a non-
governmental institution,
those people are more
goal-oriented. And I like
to work with them.
How do you like taking Quick or slow: in • Not too quick, not too
decisions? between; superficial or slow
thorough; well- • Thorough
founded or uninformed;
• Well-founded
structured or
unstructured; fair or • Structured
unfair; emotional or • Fair
226
rational; hierarchical or • Rational
equitable; (complex or • Equitable
simple;) open or • Simple
guided; uneasy or
pleasant; surprising or • Open
predictable • Pleasant
• surprising
Yes
What are your favorite Well, I think that is His role in the design process
aspects of the design analyzing. Finding what is analysis, problem definition
process? Where do you the problem exactly is and trying to find a solution
want to get involved and trying to find a
much? solution. But I’m not the “But I’m not the most creative
most creative person. person”
So, you don’t want to be
much involved in ‘idea Maybe less than
generation’, for analyzing.
example?
What drives you crazy? Having to work with Unpredictable people that
people that are don’t analyse drive him crazy
unpredictable and not
analyzing. It’s hard for conflict with
me to work with people accommodators and
that ‘one day go left and other intuitive learning
one day decide to go right styles (trial and error)
without any rationale
behind there’. It’s OK for
me to change the opinion
but that has to be based
on something, not just on
guess.
227
So, there is a high
priority to ‘analyzing’.
What outcome do you Well, interesting End goal: wants to get into the
have in mind when question. For me, at a content of a project (describing
attending a Green Deal certain level to get into the ecosystem and the
Smart Energy Cities the content in a specific stakeholders of the project)
workshop/meeting? project … In this case, the
outcome has been to get
228
to some description of the
ecosystem of the project
in place where it takes
place. That was one of the
most important things to
do. So, any meeting has
had a goal to get closer to
defining this ecosystem
and the different
stakeholders in the
project. So, that was quite
interesting for me.
How did the last Green Well, the worst meetings The last meeting made him
Deal Smart Energy Cities after which I had the unsatisfied because there was
workshop make you feeling that there is not as not much progress from his
feel? (e.g. creative, this much progress as I point of view
smart, professional, had wished for. So, that
appreciated, was a bit of unsatisfying.
uncomfortable, an
outsider). Why?
How did the whole In general, I had a In total he is satisfied with the
project make you feel positive feeling about the outcome of the project even
and why? project. But on the other though he thinks there could
hand, maybe it would have been more progress
have been even better.
We could have made
more progress than we
actually reached. But Adaptable, realistic, doesn’t
what we were able to fight the facts
reach was also good. accommodative learning style
How would you prefer to I would like to have the Experience goal: team building
feel when attending a feeling of getting closer to (process) + a good outcome
meeting/workshop of what are our goals. So, (content)
the Green Deal Smart after a meeting either you
Energy Cities project? have the feeling that
people in the meeting got
closer together and got
closer the be a good team.
So, teambuilding. Or a
good outcome of a
meeting would be to get a
step further in reaching
your goals. So, either
more of a process thing,
to get process better by
teambuilding or it would
be a content thing to get
closer.
When you think of your I seldom think of my boss Trusts his own intuitive insight
boss/superior/employer: (laughs). regardless of established
How do you want to feel authority assimilative
learning style
229
in the Green Deal
project? I do feel a lot of pressure
in sense of I would like to
So, you do not feel a kind reach goals. Sometimes
of pressure, for there are time pressure
example? things. But that’s what
usually not comes from
my boss but from the Feels a lot of pressure from the
outside world or of outside world or himself
myself.
Why does your Well, I think that’s Thinks he is on the project due
superior/company want because they think that to his competency
you to be in the project? the project is worthwhile,
and they think that I am
able to reach the results
which should be reached.
What is his/her goal? Well, goal is ultimately … End goal: minimize our
at a higher level the goal problem, find new solutions,
is to minimize our new perspectives
problem XXX levels. But
in this specific project it’s
to get to new solutions,
new to opinions or new
ways to do this specific
location which is XXX.
What would be dream Well, specifically I think a End goals: a great description
outcome of this project? dream outcome would be of the ecosystem and all
to have a great stakeholders involved + great
description of one the one description of technical
hand the ecosystem and possibilities to improve the
all the stakeholders energy system
involved and on the other
hand a great description
of technical possibilities
to improve the energy
system and to get to more
integrated energy
systems.
What would be a failure? Well, that would be not to Avoid an unprecise and
reach those goals. So, a incomprehensive description
not very comprehensive of the ecosystem and technical
description of the possibilities
ecosystem or a not very
good description of the
technical possibilities
230
In your unit/company, No, results are important. Goal-oriented organisational
do you focus more on the Results are more culture
how or on the what when important than the how.
you carry out work? Is it
more important to
achieve a result even if
that means taking some
risks? Or is it more
important how you do
things focusing on the
process, and rather
avoiding risks?
Would you say your Maybe, little controlled Easy going (floating working
work environment is and easy-going. hours, flexible working place)
rather serious and
disciplined or little loose internal structure, a lack
controlled and easy- of predictability, and little
going? control and discipline; there is
a lot of improvisation and
surprises
231
When you were Well, I would say for Professional organisational
recruited did your more than 90 percent my culture
personal life play a role job competences.
in the interview or only
your job competences?
How much time does it Not very long, no. Maybe Open (newcomers are made
take to feel at home in a few weeks. immediately welcome, one is
your company? A few open both to insiders and
days or does it take a outsiders, and it is believed
long time maybe a year that almost anyone would fit in
or more? the organisation)
Do you identify with Internal goals are what I Identifies with the internal
different aspects more identify with. goals
than with others,
including internal goals,
the client, your own
group, your boss, the
whole organization?
233
13. Appendix: Learning Style Test from User 2
I am sensitive
I am interested in people
I am less focused on people and more interested in ideas and abstract concepts
234
I am good at making information effective
I can solve problems and make decisions by finding solutions to questions and
problems
I like to experiment with new ideas, to simulate, and to work with practical
applications.
I tend to rely on others for information than carry out my own analysis
235
I like action and initiative
I set targets and actively work in the field trying different ways to achieve an
objective
236
14. Appendix: Learning Style Test from User 3
I am sensitive
I am interested in people
I tend to be imaginative
and emotional
I am less focused on people and more interested in ideas and abstract concepts
237
I am more attracted to logically sound theories than approaches based on
practical value (in between)
I can solve problems and make decisions by finding solutions to questions and
problems
I like to experiment with new ideas, to simulate, and to work with practical
applications.
238
I act on 'gut' instinct rather than logical analysis
I tend to rely on others for information than carry out my own analysis
I set targets and actively work in the field trying different ways to achieve an
objective
239
15. Appendix: Paper Protoype of Stakeholder Profiles
240
241
16. Appendix: Usability Test Transcript
Good idea: A suggestion from the participant that could improve the user
experience
Serious problem: User was constrained for a long time (one to five
minutes), but could accomplish the task by himself
At least 25 percent of the report should describe positive results, including what
the participant liked (cf. German UPA., o.D.).
Note/
Idea
242
Before the Which The municipality of E. is
start stakeholders involved again being
are still on represented by a project
board? Are manager and another
there new responsible on a higher
stakeholders? hierarchical level with the
overall responsibility, there is
a new innovation coach, from
the former project there is
only user 2 left
Classifi-
Task
cation
Adjusted If you “No. In the Setting the stage Ties in with Needs
imagine phase we defined roles and existing
task
these responsibilities. Who is going stakeholder mismatch
(former) to do what in the project?” analysis tools?
stakeholders
would be in
the project,
do these
profiles help
you to decide
who to
involve?
Too many
features Layout
246
person who is actually
working in the Knowing the
neighbourhood. He doesn’t context,
have decision-making power, circumstances,
but he has a lot of network, and
information, he has the other people that
network.” “But I also need influence him
someone who has budget Insight
power.”
This long list doesn’t help. So, Too long, too Relevance
have it really role based complicated,
(what’s his/her role in the include roles, not
project, not just the position). just positions
I find it complicated. So
many…it’s too much. I would
simply it, condense it into a
couple of main things. Simplify it!
Post-
session
Questions:
247
Your Referring to the first task: The method cards Affirmation
conclusion: “For me this didn’t add worked well,
What did you anything, because I know could be kept
like most? this. This is just explaining to
What didn’t you.”
you like at
all? What
made sense
and what Referring to the second task: The test person
didn’t? “I don’t know what to do with felt overstrained
that. That’s too much. I can’t by the Needs
work with that.” stakeholder
cards; moreover, Mismatch:
“User 3 says he is not a very they did not
creative person. I doubt that. contain relevant complexity
When he was in my workshop information in his
he was perfect.” “Being opinion
creative, what is that? Being
open, being committed, that’s
much more important.”
248
17. Appendix: Spreadsheet of Interview Answers and
Persona Hypotheses
249
250
251
252
253
254
255
256
257
258
259
260
261
18. Revised Stakeholder Profile Prototype
262
263
264
19. Appendix: Mind Map Pre-Study
265