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Systemic Design Toolkit

The Design Council in the UK has built on its Double Diamond framework to take design thinking another step forward. The Double Diamond is about divergent and convergent thinking. The Toolkit adds “invisible activities” such as connections, relationships and storytelling. The Systemic Design Toolkit is a methodology for dealing with complex challenges. Although this toolkit and framework are about addressing the climate emergency, the elements, processes, and actions are applicable to any design issue.

Image shows the Double Diamond graphic surrounded by the Toolkit concepts.

The key is the “invisible activities”. Connections, relationships and storytelling are fundamental to co-design and co-creation processes.

The toolkit is set of tools that help designers think more systematically. Therefore, it is not a detailed manual of design basics such as user research and prototyping. And it is not a set of tools tailored to a specific design discipline. It draws on research with designers working in different disciplines.

Systemic change requires a thoughtful design process across government, business and other influential organisations. Systemic change is about tackling the structures and beliefs that underpin the challenge. With so many complex challenges facing all of us, we need to start thinking in different ways. That’s why the Design Council have created the systemic design framework.

Being inclusive and welcoming difference is about creating safe shared spaces. It’s also about having a language to welcome multiple and marginalised perspectives. This creates better outcomes. Image: the characteristics of changemakers from the Design Council.

A red background for four graphics representing: Connector and Convenor, Leader and Storyteller, Designer and Maker, and System Thinker. These are the characteristics of Changemakers.

The introductory webpage has a video that nicely explains the basics and the thinking behind the toolkit and the different elements. As with all Design Council resources, it is carefully designed and presented. There are other supporting resources to go with the toolkit.

Doughnut economics and co-design

The problem with economic models is that they count the things you can count and leave out things you can’t. And sometimes that’s what can happen with co-design methods – doing what you know and not what is possible. A group of researchers adapted the Doughnut Economics model to create the Futures Doughnut tool for co-design for complex settings.

Doughnut economics seeks to address inequities, poverty, and standard of living. It’s about meeting the needs of humans and the planet. A group of researchers have adapted this economic thinking in the context of co-design.

Screenshot from the article showing a circle divided into sections overlaid with bright pink post it notes with writing on them.

Using a participatory design process, 115 stakeholders explored the model to navigate socio-ethical challenges. The process fostered constructive dialogue, and explored values and boundaries. This is a good process for working in complex institutional systems where stakeholders have diverse perspectives and priorities.

The title of the paper is, Baking an Institutional Doughnut: A systemic design journey for diverse stakeholder engagement. While the context of the paper is a university setting, it sets a good example for other situations with the Futures Doughnut Tool.

Limits of co-design activities

Co-design activities are good for advocating for and helping to generate creativity. However, they are insufficient for complex systems design where continuity of consultation goes beyond design ideation.

Co-creation methods are difficult to compare by definition because they are context dependent. An adaptive and staged systemic design process requires significant time and buy-in from stakeholders. Without this commitment there is a risk of misunderstandings and therefore consensus on decisions.

Co-design is good for finding common ground with diverse vocabularies, disciplines and lived experience. However, it also needs the right tools and methods and the Futures Doughnut was developed with this in mind.

From the abstract

Doughnut Economics offers a compass for navigating the complexities of creating a safe and just space where humanity can flourish while respecting ecological boundaries. This pictorial reports on how the Doughnut Economics model can be applied as a tool for facilitating complex stakeholder engagement.

We present a visual framework and facilitation method for systemic and values-led thinking. The context is establishing a new interdisciplinary academic institution.

Using a participatory design process, 115 stakeholders from academic, research, and administrative backgrounds explored this model. The aim was to co-create an institutional compass to navigate the socio-ethical challenges of their professional practices.

Disability messaging guide

The Commons Social Change Library has a new guide for disability messaging. The guide has tips based on research which shows effective ways of building public support. The document was led by a steering committee of people with disability and messaging experts.

The guide is supported by Disability Action Network Australia (DANA), Centre for Australian Progress and Common Cause Australia. Access via The Commons Social Change Library or download in PDF.

Website banner for the disability messaging guide. Dark blue background with white text surrounded by a narrow yellow border.

Key content

The guide begins with a note about language and why they prefer the term “disabled people”. The introduction covers the messaging principles such as the audience and speaking from the frame of experience. The overarching themes for talking about disability are self-determination and diversity. This is followed by the 7 top tips.

Story structure
Design Frame
Strengths language
Our story, not theirs
Bring NDIS back to values and benefits
Build empathy with human stories
Show change is possible

People on a fun run with two older adults being pushed in wheelchairs.

The guide has good examples to explain concepts and how to change old messages into ones that are more attuned to self determination. One example is to talk about being “led by disabled people” rather than “a seat at the table”. The reasoning is to replace inclusion and tokenism with self determination.

Another example is making passive sentences active. Rather than talk about how disabled people experience discrimination, say who is discriminating. And people like to be presented with solutions rather than problems so focus on these.

The title is By Us, For Us: Disability Messaging Guide.

Colour checker for images

Colour is used in may ways to communicate information. This is where a colour checker for images comes in handy. Maps and bar charts are everyday examples of using colour to differentiate one feature from another. Advertisements, and web pages use colour to attract the eye and convey messages. But what if some people can’t distinguish colour in the same way as the chart or web designer?

Colour vision deficiency (CVD), commonly called colour blindness, occurs in approximately 8% of the population.

Colour diagram showing the three different types of colour vision deficiency. Colour checkers for images.

Colour checkers and contrast checkers are not new with various apps available, mostly for websites. From the University of Glasgow comes Colour Quest designed for conveying statistical information in various chart forms. It’s a free application that tests histograms, bar charts, line charts, scatter charts, and box plots. However, it will test any jpg or png image.

Colour Quest shows how a chart or image looks for people with either one of two types of CVD: red-green vision deficiency (Protanomaly), and blue-yellow deficiency (Deuteranomaly). It’s rare to have both where colour becomes various shades of grey.

Screenshot of the heatmap mode of the colour checker.

Screenshot of the Colour Quest colour checker application showing the differences between red-green CVD and blue-yellow CVD

The Colour Quest application is easy to use and to explore the best colours to use from the standard palette. You can try any png or jpg image and experiment with colours chosen from the left hand bar to see how it works.

The National Eye Institute has more information about colour vision deficiency. See also previous posts on readability and CVD, and older adults and colour.

The title of the research paper is, Color Quest: An interactive tool for exploring color palettes and enhancing accessibility in data visualization.

From the abstract

The significance of color palette selection goes beyond aesthetics and scientific communication, encompassing accessibility for all, especially individuals with color vision deficiencies.

To address this challenge, we introduce “Color Quest,” an intuitive Shiny app that empowers users to explore color palettes for data visualization while considering inclusivity. The app allows users to visualize palettes across various types of plots and maps to see how they appear to individuals with color blindness.

Colour Quest enables users to visualize palettes on their own custom-uploaded images. It was developed using open-source standards. Color Quest aligns with accessibility discussions, and is a practical tool and platform for raising awareness about inclusive design.

Being open-source fosters transparency, community collaboration, and long-term sustainability. Color Quest’s practicality renders it indispensable for scientific domains, simplifying palette selection and promoting accessibility. Its impact extends beyond academia to diverse communication settings, harmonizing information dissemination, aesthetics and accessibility for more impactful scientific communication.

Subtitles for slide shows

What if you could turn your slide notes into automatic subtitles during your presentation? That would be good for everyone. The advantage is that you can write out the presentation and then deliver it perfectly without having to use lots of text on your slides. As you give your talk you click through the subtitles (captions) in the same way as you click through your slides. Best part, this subtitles for slide shows tool is free from the Cambridge Inclusive Design Team.

The audience gets a better experience with the actual words, because there’s no reliance on speech recognition and no time delays.

Screenshot of the Cambridge PowerPoint slide ribbon showing the subtitles for slide shows option.

Presenting from pre-made subtitles is great for presenters who are prone to lots of ‘ums’ and ‘ers’. It’s also good for speakers who:

Have to give a presentation in a language other than their native language
Have a quiet voice, or substantial accent
Need to customise the length of a presentation to an exact time slot
Want to make a video of their presentation
Have to deliver a presentation that was written by someone else

A young woman sits in an audience and is applauding the speaker.

How do the subtitles work?

The Cambridge Subtitles for PowerPoint tool splits the text in your slide notes into short subtitles and adds these to the slide as animated text boxes. The tool adds a new toolbar to your ribbon which adds subtitles to your slides from the slide notes. The tool is offered free until the end of 2024 and available separately for Windows and Mac. You can download from the links on their webpage.

This tool is now part of the Cambridge Inclusive Design Toolkit.

Inclusive Design Wheel for transport

The University of Cambridge’s Inclusive Design Team, have applied their Inclusive Design Wheel to transport. As with many frameworks, it lists a step-by-step process, but with a twist. It is a co-design process. The key principle of the Inclusive Design Wheel is that the process is highly iterative and involves users.

The Inclusive Design Wheel for Transport consists of four phases of activity: Manage, Explore, Create and Evaluate

The Inclusive Design Wheel for transport showing the four phases of the framework.

The Wheel is flexible and it is not always necessary to carry out all activities in every iteration. Successive cycles of Explore, Create and Evaluate are used to generate a clearer understanding of needs.

Each of the four phases is broken down into guiding tasks. For example, in the Explore phase, engage with users, examine user journeys, and capture wants and needs. In the Create phase, involve users, stimulate ideas, and refine ideas. In the Evaluate phase, agree success criteria, gather expert feedback and gather user feedback.

The Inclusive Design Wheel is a detailed online toolkit. While some of the steps appear obvious, the step-by-step process keeps you on track. This is a useful tool which can be applied in other contexts.

The underpinning research

The Inclusive Design Team completed their Dignity project on digital access to transport. They worked in four European cities to see how best to help travellers and providers. The aim of the project was to see how all stakeholders can help bridge the digital gap. They did this by co-creating more inclusive solutions using co-design methods. Their Inclusive Design Wheel is the result and is applicable to all aspects of public transport.

The evolution of paper-based train and bus timetables to digital formats has benefits and drawbacks. On one hand, digital formats offer more detailed information to help plan journeys. On the other, the amount of information can be overwhelming – that is, if you can find what you are looking for. And if you don’t have access to digital services then this format is of no use at all.

At first glance the Inclusive Design Wheel looks complex. The research team used feedback from the research project to fine tune the framework to its current form.

A graphic showing a complex circular chart with many elements. It looks very academic and take time to read and perhaps understand.

The Dignity report is long, comprehensive, and uses academic language. It details the methods in all four cities: Ancona Italy, Barcelona Spain, Flanders, Belgium, and Tilbug Netherlands.

Universally designed infrastructure planning

An aerial view of a new highway junction with overpasses.

One of the underpinning tenets of universal design is to involve users in the design process – at the beginning. Involving citizens in early stages of design can avoid costly retrofits, but more importantly, it is more likely to give people what they want. That means they are more likely to use it. Transport planning can also be universally designed. An article in The Fifth Estate argues that to leave out citizens is asking for trouble, and it is also undemocratic. Infrastructure is a public thing regardless of who owns it, runs it or controls it. It is about good city governance. Planners need to do three things:

consult and engage citizens early in infrastructure planning
improve quality and access of citizen engagement at the strategic planning stages
use more sophisticated strategic planning tools and practices to improve decision-making

The original article was in The Conversation.

Digital first and last mile

A young woman is sitting in a bus shelter and looking down the road. The shelter is lit and has an information board.

Many car trips in Australia are less than 2km. So there is room for a re-think in personal e-mobility and digital solutions. The Future of Place project recently ran an online workshop on the digital last mile. It drew together technology and data solutions to support first and last mile experience. The key question was what does the last mile of the future look like? It therefore follows: will everyone be included in the digital first and last mile solutions?

Four guests gave their expertise to the workshop. Katherine Mitchell reminded us that regular commuters have high levels of digital literacy. But not everyone has a smart device. She focused on accessibility, safety, confidence and wayfinding.

Damien Hewitt posed the idea of bus stops offering more local information, not just about transport or timetables. Stephen Coulter discussed the opportunities for micro-mobility and e-mobility. With 12 billion car trips of less than 2km made each year it’s time for transformation.

Oliver Lewis advocated for a greater level of digitisation to manage assets for real time experiences for users. He also introduced the idea of “Digital Twins”. An example of a digital twin is a digital 3D model of a real physical object or process. It helps predict how a product will perform.

Workshop participants gave their ideas via a process of “card-storming”. The results were captured in a document which is no longer on the Smart Cities Council website.

Access Audit Handbook

The Royal Institute of British Architects has updated their Access Audit Handbook in conjunction with the Centre for Accessible Environments. Access auditing is an evolving concept and means different things to different people. Some take it as being compliant with a standard while others consider aspects beyond compliance.

The Access Audit Handbook is priced at £40.00 from either the Centre for Accessible Environments or the Royal Institute of British Architects.

Fortunately, the Ergonomics in Design for All Newsletter explains the content of the document. In doing so, the newsletter provides an synopsis of some of the key concepts in the handbook.

Front cover of the access audit handbook.

Similarly to Australian Standards, British Standards only apply to people with disability and do not cover any other groups in terms of access and inclusion. This is despite other groups who fall under anti-discrimination law. The handbook addresses some of these gaps. For example:

Faith spaces, prayer facilities, features relating to women’s safety and their well-being, including pregnancy and menopause, baby feeding and changing, and non-gendered sanitary and changing facilities.

A woman cradles a new baby in her arms. They are both white skinned.

There is guidance on neurodiversity and reducing sensory overload, anxiety and stress, such as quiet rooms. Designers are asked to plan logical wayfinding with straight lines, and create curves rather than corners.

Technology is evolving on building accessibility, space and wayfinding, and auditors need to keep up with these developments. Lift destination control systems are a case in point where people no longer press a button for their floor. The central control system can be very confusing where there is a bank of lifts.

Case studies

The handbook recommends engaging with building users for insights into the level of accessibility and to keep them engaged throughout the project. There are six case studies: a theatre, a zoo, a parish church, a university science lab, and an outdoor space. The case study of an inaccessible heritage town hall shows how to create an accessible community building.

The handbook has 32 checklists for the external environment, internal building space, management and communication.

Thanks to Isabella T. Steffan and Ergonomics in Design for All for the content of this post.

Microsoft’s new inclusive design toolkit

Microsoft wants designers to see beyond physical and sensory disabilities. So they have updated their popular Inclusive Design Toolkit to include cognition – the brain. Cognition is about getting, storing and retrieving information. It’s also about focusing, learning, memorising and making decisions. So how to design for people who process thoughts in different ways?

Microsoft launched it’s first inclusive design toolkit in 2015, but it only focused on physical and sensory disabilities. The second edition takes a broader approach to address cognitive exclusion.

A black and white graphic of stick people in various states of being. Microsoft's Inclusive Design Toolkit

The new toolkit has three key principles for cognition, which can be applied in many other design contexts:

Understand the user’s motivation, and the goals and tasks they are trying to complete.
Discern the cognitive load required to reduce that mismatch.
Co-create the final product with a diverse community of people across the spectrum.

A man wearing a black t-shirt holds his hand to his forehead in an act of desperation.

The toolkit is not about specific industries or specific conditions. Rather it encourages designers to collaborate with users and find out first hand how they learn and think. The Inclusive Design 101 Guidebook has the basics. The Inclusive Design Cognitive Exclusion is a separate document.

The toolkit and guides are useful for anyone who wants to learn how to design inclusively – to take a universal design approach to design.

FastCompany has an article about the Inclusive Design Toolkit’s development. Christina Mallon, Microsoft’s head of inclusive design, discloses that she has ADHD. She couldn’t complete certain tasks and felt stupid. When she learned about inclusive design she realised that she was not stupid, just designed out of products. Now she just wants her job to be just a designer, not an inclusive designer. The title of the article is, Microsoft’s new Inclusive Design Toolkit is designed for the brain.

London Street Accessibility Tool

The City of London Street Accessibility Tool is like an educational access audit report. It shows street designers how street features impact on the different needs of pedestrians. The focus is on people with mobility impairments and wheelchair users, which means everyone wins. The tool recognises that there are sometimes competing needs: what’s good for one group might not be good for another. Co-design is the best way to find the trade-offs to prevent unintended exclusion. The tool comes in three parts: two Excel spreadsheets and a PDF downloadable from the City of London website.

A photo showing a footpath lined with black bollards with white tops from the Street Accessibility Tool.

Road and footpath image from the City of London Street Accessibility tool.

Two photos from the “Instructions for Use” PDF document.

Doing the analysis

The PDF document begins with a table of different pedestrian types with and without assistive mobility devices. They cover mobility, sensory and neurodiverse conditions. There are three steps for using the tool. The case study for the tool is London Wall, a street in London. A 500m long section is analysed for accessibility and is split into six sections. Each section has detailed access advice for improvements with photographs overlaid with dimensions and text to illustrate issues.

Down to the detail

The first spreadsheet has detailed dimensions, colours, and placements for elements such as tactiles, street furniture, and kerbs. All the necessary technical detail is here.

What pedestrians said

The second spreadsheet is a route analyser and has a column of photos with user feedback about the issues they see. The feedback sheet highlights the “why” of planning and design. It provides insights for planners and designers in a way that that is missed in 2D drawings. The direct quotes from people with disability provide the necessary insights for planners and designers. However, those responsible doing the actual construction should also have this information. All the access planning and designing goes awry if the “why” isn’t understood by all involved. Here are two quotes from the spreadsheet on route comments:

I feel quite wary. This is an unmarked crossing as far as I can see, I can’t see any wait signs. Somebody has stopped for me I can see a cyclist, I’m now onto some more tactile paving, this is the sort of crossing I am totally unfamiliar with. Person using a white cane

This is all fine but the paving stones are a little even so I’d be looking down and watching my speed so I don’t knock into one. Person using a wheelchair

A page of photographs of a section of London Wall in the City of London Street Accessibility Tool. — *A page from the London Street Accessibility Tool*

Ross Atkin Associates and Urban Movement for the City of London Corporation developed The City of London Street Accessibility Tool (CoLSAT).

London’s inclusive design standards

The London Legacy Development Corporation (LLDC) is similar to the Sydney Olympic Park Authority. Both focus on maintaining the benefits of hosting the Olympic and Paralympic Games. Sydney claimed the title of “most accessible games ever” and then the title went to London. Inclusive design is a priority in all developments related to the Olympic precinct, and these Standards are designed to assist.

“Venues excelled in their inclusive design and the story could have ended there. However, LLDC embraced this approach and made ‘Championing equalities and inclusion’ one of their four corporate priority themes.”
Baroness Grey-Thompson LLDC Board Member

Two people walk either side of a woman using a wheelchair. They are on a wide path in a parkland area. Inclusive Design Standards front cover. — Front cover of the Standards

Inclusive design is the favoured term in the UK while other countries and the United Nations use universal design. They mean the same thing – creating inclusive societies.

A Standard not a Guide

The Inclusive Design Standards begin with all the relevant legislation and standards followed by a page on how to use the document. The standards have four key parts: inclusive neighbourhoods, movement, residential, and public buildings. Each part has two sections – the design intent and the inclusive guidelines. The guidance is just that and design teams can create solutions that achieve the same outcomes. This is clearly a standards document and not a guide. It has numbered clauses for designers to reference. As such, it is not an accessible document itself. The language and size of text makes for detailed reading. A summary document with the key points would be useful as a starter.

Making questionnaires more readable

One area of inclusion and accessibility that often gets forgotten is readability of forms and questionnaires. Academics and marketing professionals regularly use surveys to get information from specific groups of people. Within those groups will be people with varying levels of capability in terms of being able to decipher what’s on the screen or form. And it isn’t all about literacy and reading ability. It’s about the different ways people see and interpret the information. Here are some good tips for making questionnaires more readable from Alex Haagaard in Medium.

Likert Scales

Likert scales aren’t great for screen readers because they often interpret them as tables. But much depends on the design of the survey platform. Even if they are screen-readable, Likert scales can be difficult for people who are neurodiverse. People who are autistic or dyslexic struggle with visual tracking across and between rows. This creates the need to exert more brain power to focus on getting the corresponding check box.

Instead of using a Likert scale, use a series multiple choice questions to capture the same information. Creating page breaks to separate distinct sections of the questionnaire also helps with readability for everyone.

Balancing access conflicts

As is often the case, making something more accessible for one group can create problems for another. So it’s important to identify these early and eliminate or mitigate the barriers.

One solution is to provide optional comment boxes where the participant can choose whether to reply in their own words. People who want to quickly complete the questionnaire can skip this.

Haagaard takes things a step further with a suggestion to provide detailed explanations about terms and concepts at the beginning of each section. However, this is tiresome for screen readers and others might find this overwhelming. Participants can be asked at the beginning of the survey if they would like the key information repeated for each section. Those who say no can have the concise experience.

In summary, Haagaard acknowledges that it is unrealistic to assume that anything can be fully accessible to everyone. That means that there will still be occasions where an alternative means of participating is required. This might be an interview or an email.

The title of the article is Making Your Surveys More Readable. This is the third in a series on cognitively accessible survey design.

Category: Design tools

Systemic Design Toolkit

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