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Innovation Catalyst · Intuit / WePay

2011–2013

Design thinking in practice.

Helping teams learn and practice design thinking

User problem and why it mattered

How might we help teams learn and practice design thinking, so they can apply it to their own work?

Impact

  • Co-designed a learning-via-experimentation experience for about 30 global CEOs with Scott Cook and Tim Brown.
  • Coached and taught design thinking principles and tools to about 140 Fast Path I & II leadership training participants, alongside training for new Innovation Catalysts.
  • Helped the WePay team turn observations from customer visits into shared themes and ideas to explore through a workshop I designed and facilitated.

My contribution

  • Design thinking: workshop design, facilitation, and coaching
  • Cross-functional collaboration: leadership training and community methods

Timing

Intuit role
February 2011–September 2012
World Economic Forum workshop
May 2012
Independent WePay workshop
March 29, 2013

Teaching design thinking

I co-designed and facilitated a learning-via-experimentation session for about 30 global CEOs at the May 2012 World Economic Forum, working with Scott Cook (Intuit founder) and Tim Brown (IDEO CEO).

Across this work, I coached leaders and new Innovation Catalysts through workshop exercises, tools, and debriefs. This included Fast Path I & II leadership training programs, reaching about 140 participants, as well as everyday coaching opportunities.

Design-thinking workshop artifacts: affinitizing related ideas
Design-thinking workshop artifacts: affinitizing related ideas
Creative leadership presentation
Creative leadership presentation
Rina leading a design-thinking session at the World Economic Forum
Me leading a design-thinking session at the World Economic Forum, May 2012
Interviewing a real small-business owner in the wild
Interviewing real small business owners in the wild

Developing the community

I helped develop Intuit’s Innovation Community by leading modules in new Innovation Catalyst training, reaching about 30 or more participants. I also created tools and methods for the community and led workshops where people could build their skills.

New workshop facilitation method created by me, shared with the wider Innovation Catalyst community
New workshop facilitation method created by me, shared with the wider Innovation Catalyst community
Workshop planning and synthesis
Workshop planning and synthesis
“Brainstorming boxes” that I created for the Innovation Catalyst community, containing prompts to help you think outside the box
“Brainstorming boxes” that I created for the Innovation Catalyst community, containing prompts to help you think outside the box

Beyond Intuit: WePay · 2013

A former Intuit colleague who knew my previous Innovation Catalyst work invited me to design and facilitate a workshop for WePay in March 2013. Although I had left Intuit, I continued to apply and share the practice beyond the company.

The WePay team had conducted customer visits and wanted help making sense of what they had learned. I structured the session around sharing customer observations, grouping tasks, motivations, and pain points into themes, then brainstorming and prioritizing ideas for the team to explore.

I closed with a plus/delta debrief to gather feedback on what worked and what could be improved.

In late July 2013, the same former colleague reached out again to ask for my help launching customer co-design sessions, building on the work we had done together. The sessions would bring customers and teams together to understand problems and storyboard or prototype ideas. We couldn’t align schedules, so unfortunately the follow-up workshop did not take place.

Hand-drawn agenda for the WePay workshop on March 29, 2013
The agenda I designed for WePay’s customer-insight workshop, March 29, 2013
WePay participants discussing customer observations beside grouped sticky notes
Sharing customer observations and grouping themes at WePay
WePay workshop plus/delta feedback board with strengths and suggested improvements
Plus/delta feedback gathered at the close of the workshop

Outcome

Through the leadership sessions, coaching, and community materials, I helped teams practice design thinking in their own work. At WePay, that meant bringing customer observations together into shared themes and prioritizing ideas to explore. The later invitation to help with customer co-design sessions offered a chance to build on that work, although scheduling prevented the follow-up workshop from taking place.