{"id":3688,"date":"2020-08-06T14:02:06","date_gmt":"2020-08-06T14:02:06","guid":{"rendered":"https:\/\/www.uxdesigninstitute.com\/blog\/?p=3688"},"modified":"2024-01-16T14:23:00","modified_gmt":"2024-01-16T14:23:00","slug":"affinity-diagrams-everything-you-need-to-know","status":"publish","type":"post","link":"https:\/\/www.uxdesigninstitute.com\/blog\/affinity-diagrams-everything-you-need-to-know\/","title":{"rendered":"Affinity diagrams: Everything you need to know"},"content":{"rendered":"<p>Affinity diagramming is a core UX skill.<\/p>\n<p>It helps UX professionals to sort ideas into logical groups by placing Post-its onto a board. Affinity diagramming is a great way to sort through dense research data and get to the root of findings. It also\u00a0gets stakeholders engaged and invested in your UX research at an early stage.<\/p>\n<p>Here\u2019s our complete guide to running an affinity diagram session, including a step-by-step video on remote workshops.<\/p>\n<section id=\"promotion\" class=\"promotion-content-raw inlinepromo inlinepromo_professional-diploma-in-ux-designp-1 my-4\" style=\"\">\n\t<div class=\"w-container\">\n\t\t<div class=\"row align-items-center\">\n\t\t\t<div class=\"col-md-12 promotion-info\">\n                <a class=\"link-content\" href=\"https:\/\/www.uxdesigninstitute.com\/courses\/ux-design?utm_source=blog&utm_medium=blog_panel_pdux&utm_campaign=blog_promo\" style=\"\">\n                    <p>[GET CERTIFIED IN UX]<\/p>\n                    <span>Take our Professional Diploma in UX Design course<\/span>\n                <\/a>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<h2>How to run an in-person affinity diagram session<\/h2>\n<p>Prepare for the session by finding a clear space to put your Post-it notes. A whiteboard or whiteboard sheets are preferable. For legibility, use\u00a0Post-its and Sharpies for note-taking and be prepared to take photos of the session to keep a detailed visual record of your progress.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3765 size-full\" src=\"https:\/\/www.uxdesigninstitute.com\/blog\/wp-content\/uploads\/2020\/08\/1_blog_body_05.jpg\" alt=\"Man doing affinity diagram\" width=\"1360\" height=\"700\" title=\"\" srcset=\"https:\/\/www.uxdesigninstitute.com\/blog\/wp-content\/uploads\/2020\/08\/1_blog_body_05.jpg 1360w, https:\/\/www.uxdesigninstitute.com\/blog\/wp-content\/uploads\/2020\/08\/1_blog_body_05-300x154.jpg 300w, https:\/\/www.uxdesigninstitute.com\/blog\/wp-content\/uploads\/2020\/08\/1_blog_body_05-768x395.jpg 768w, https:\/\/www.uxdesigninstitute.com\/blog\/wp-content\/uploads\/2020\/08\/1_blog_body_05-1024x527.jpg 1024w, https:\/\/www.uxdesigninstitute.com\/blog\/wp-content\/uploads\/2020\/08\/1_blog_body_05-1000x515.jpg 1000w, https:\/\/www.uxdesigninstitute.com\/blog\/wp-content\/uploads\/2020\/08\/1_blog_body_05-800x412.jpg 800w, https:\/\/www.uxdesigninstitute.com\/blog\/wp-content\/uploads\/2020\/08\/1_blog_body_05-600x309.jpg 600w, https:\/\/www.uxdesigninstitute.com\/blog\/wp-content\/uploads\/2020\/08\/1_blog_body_05-400x206.jpg 400w\" sizes=\"auto, (max-width: 1360px) 100vw, 1360px\" \/><\/p>\n<h3>1. Find people to collaborate with.<\/h3>\n<p>Affinity mapping is a collaborative exercise where different perspectives can help uncover user barriers. Find participants from different teams and\/or outside the UX community.<\/p>\n<h3>2. Share your research.<\/h3>\n<p>Share your usability tests and interview recordings with your group and ask them to take notes.\u00a0Encourage them to write down the first insights that come into their head.<\/p>\n<h3>3. Make your own notes.<\/h3>\n<p>Take a look at your own research to date. Review your competitive benchmarking, survey results and usability tests and take notes of everything that relates to the current user experience.<\/p>\n<p>Don\u2019t worry if you don\u2019t capture everything, just note what you think is relevant. There are no wrong answers.<\/p>\n<h3>4. Start writing onto Post-its.<\/h3>\n<p>Once your room is set up, start writing down relevant notes and observations onto Post-its.<\/p>\n<p>For legibility, write in capital block letters with an easy-to-read marker like a Sharpie. Notes should be detailed enough to explain the insight but concise enough to be read and understood quickly.<\/p>\n<p>An example of a poor observation is: \u201cCalendar&#8221;.\u00a0An example of a good observation is: \u201cThe user missed the calendar because they didn&#8217;t notice the CTA\u201d<\/p>\n<p>Avoid making yourself a to-do list by writing design suggestions. Keep your findings as they are.\u00a0 Instead of saying,\u00a0\u201cCTA needs to be bigger, higher up on the page\u201d, say<b>\u00a0<\/b>\u201cUser missed the CTA on the homepage.\u201d<\/p>\n<p>User quotes can also be powerful.<\/p>\n<h3>5. Discuss your notes and observations with your group.<\/h3>\n<p>Vocalise your thoughts with your group. Don\u2019t be afraid to say exactly what\u2019s on your mind, even if it might not feel valuable.<\/p>\n<blockquote><p>Everything is open for discussion. It&#8217;s during the discussion that the insights really come to light.<\/p><\/blockquote>\n<h3>6. Place them onto the whiteboard.<\/h3>\n<p>Once you\u2019ve written your sticky notes and discussed them with your group, start placing them into logical groupings on the whiteboard. Some things to note:<\/p>\n<ul>\n<li>Don\u2019t be concerned if your groupings change throughout. This is normal.<\/li>\n<li>Sub-groupings are encouraged. Try to make your groupings as granular as possible, especially if you have a few big groups.<\/li>\n<li>Stack repetitive observations on top of each other. Place the most articulate one on top of the pile.<\/li>\n<li>It\u2019s normal to have a few Post-its that don\u2019t belong anywhere.<\/li>\n<li>Set a time for this session.<\/li>\n<\/ul>\n<h3>7. Name your groups.<\/h3>\n<p>Name your groups after you\u2019ve organised all the Post-its. This should come easily if they\u2019re in\u00a0 logical groups. If it\u2019s hard to think of names, you might need to get more granular with your groupings.<\/p>\n<h3>8. Review your work.<\/h3>\n<p>By the end of your affinity diagram session, you should have clear groupings that summarise the key themes from your research. All of this information is valuable for helping you design for the user.<\/p>\n<section id=\"promotion\" class=\"promotion-content-raw inlinepromo inlinepromo_professional-certificate-in-ui-designp-1 my-4\" style=\"\">\n\t<div class=\"w-container\">\n\t\t<div class=\"row align-items-center\">\n\t\t\t<div class=\"col-md-12 promotion-info\">\n                <a class=\"link-content\" href=\"https:\/\/www.uxdesigninstitute.com\/courses\/ui-design?utm_source=blog&utm_medium=blog_panel_text&utm_campaign=blog_promo\" style=\"\">\n                    <p>[GET CERTIFIED IN UI DESIGN]<\/p>\n                    <span>Take our Professional Certificate in UI Design course<\/span>\n                <\/a>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<h2>How to run a remote affinity diagramming session<\/h2>\n<p>Increasingly distributed teams have <a href=\"https:\/\/www.uxdesigninstitute.com\/blog\/how-to-continue-your-ux-work-remotely\/\" target=\"_blank\" rel=\"noopener\">led to a growth in remote affinity diagramming<\/a>.\u00a0In the below video, our team run you through the process step-by-step; from picking your tool to grouping your findings.<\/p>\n<div class=\"embed-yt ratio ratio-16x9\"><iframe loading=\"lazy\" title=\"How to run a remote affinity diagram workshop\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/hD_Ykdkjyjw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<p>Remote workshops have many benefits. It\u2019s easier to recruit participants as they don\u2019t have to travel to your location, and you don\u2019t have to worry about finding a suitable physical space or materials on the day.<\/p>\n<h2>These best practices can help move your affinity diagram session online:<\/h2>\n<h3>1. Aim to recreate an in-person session online.<\/h3>\n<p>Follow the same principles as an in-person affinity mapping session.\u00a0Communicate with your group throughout the session. It\u2019s possible to discreetly video conference within <a href=\"https:\/\/www.mural.co\/\" target=\"_blank\" rel=\"noopener\">MURAL<\/a> and <a href=\"https:\/\/miro.com\/\" target=\"_blank\" rel=\"noopener\">Miro<\/a>, allowing you to focus on the tasks at hand. Have <a href=\"https:\/\/meet.google.com\/\" target=\"_blank\" rel=\"noopener\">Google Meet<\/a> or <a href=\"https:\/\/zoom.us\/\" target=\"_blank\" rel=\"noopener\">Zoom<\/a> ready as a backup.\u00a0 Use the timer feature to keep the session on track.<\/p>\n<h3>2. Make sure everyone&#8217;s setup works in advance.<\/h3>\n<p>Ensure that everyone\u2019s setup is working well before the session begins.\u00a0Things like poor internet connectivity or difficulty using tools can be a major nuisance on the day.\u00a0Let your group know what tools are being used in advance. Send invites to whiteboards in ahead of the session.<\/p>\n<h3>3. Give your group an agenda.<\/h3>\n<p>Your group will have varying levels of knowledge about affinity diagrams, so be sure to provide enough information upfront.\u00a0Send your group an agenda for the session, as well as a brief explainer about affinity diagrams.\u00a0Be clear about the outcomes of the session and what\u2019s expected of them.\u00a0\u00a0Share your user research digitally beforehand in a shared folder. Tell your group where this research came from and what they need to do with it.<\/p>\n<h3>4. Explain the outcomes of note-taking.<\/h3>\n<p>It\u2019s important to outline best practices for digital note-taking to your group. It\u2019s easy to write more text on digital Post-its because space isn\u2019t a concern, but aim to keep them to one succinct sentence anyway.<\/p>\n<h3>5. Prepare your affinity whiteboard in advance.<\/h3>\n<p>Include name tags and sticky notes for each participant so that your session runs smoothly on the day.<\/p>\n<h3>6. Don\u2019t let your group get lost in the details.<\/h3>\n<p>It\u2019s easy to get lost in detail when remote affinity mapping. It can be difficult to see where groupings emerge due to lack of visibility on whiteboards. Encourage your group to speak out if they\u2019ve made a new group or if they\u2019re confused where to place their Post-its.\u00a0Use the circle and text tools to distinguish between the different groupings.<\/p>\n<h2>Timing your affinity diagram session<\/h2>\n<p>The timing will depend on how much research you need to sort through, how many people are involved and how familiar they are with the process.\u00a0Overall, your session shouldn\u2019t last more than 2 or 3 hours.\u00a0Take short breaks before moving onto a new section.<\/p>\n<ul>\n<li>Allocate <b>30 to 60 minutes<\/b> for note taking.<\/li>\n<li>Allow around <b>60 minutes<\/b> to organise your notes into groupings.<\/li>\n<li>Set aside <b>30 to 60 minutes <\/b>at the end to summarise your groupings.<\/li>\n<\/ul>\n<h2>How to use your affinity diagram<\/h2>\n<p>After you\u2019ve finished affinity diagramming and discovered your groupings, it\u2019s time to move forward with the UX design process.<\/p>\n<p>Your findings will act as the benchmark for further refining your user research (in items like personas and customer journey maps), and inform your overall design decisions.<\/p>\n<p>Affinity diagrams may sound complicated, but they are really just a way to make sense of the information you\u2019ve researched. Be confident in what you\u2019re talking about, and try not to overthink them.<\/p>\n<h3>You can read more about UX tools <a href=\"https:\/\/www.uxdesigninstitute.com\/blog\/ux-tools-students\/\">here<\/a>.<\/h3>\n","protected":false},"excerpt":{"rendered":"<p>Affinity diagramming is a core UX skill. It helps UX professionals to sort ideas into logical groups by placing Post-its onto a board. Affinity diagramming is a great way to sort through dense research data and get to the root of findings. It also\u00a0gets stakeholders engaged and invested in your UX research at an early [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":8528,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[279],"tags":[291,289,290],"class_list":["post-3688","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ux-explained","tag-remote-ux","tag-ux-tools","tag-ux-workshops"],"_links":{"self":[{"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/posts\/3688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/comments?post=3688"}],"version-history":[{"count":46,"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/posts\/3688\/revisions"}],"predecessor-version":[{"id":9765,"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/posts\/3688\/revisions\/9765"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/media\/8528"}],"wp:attachment":[{"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/media?parent=3688"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/categories?post=3688"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.uxdesigninstitute.com\/blog\/wp-json\/wp\/v2\/tags?post=3688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}