Integrated design log (v1-1c)

Welcome
Welcome to the integrated design log which accompanies the Getting started
section of the Inclusive design toolkit

These materials were produced by the University of Cambridge, Engineering

Design Centre.
All of the content within this Excel file is editable, so you can use the blank
templates to develop your own inclusive concepts, and then save this file so
that you have a permanent record of the design activities. You can customise
this spreadsheet to best suit the needs of your company or your design
project.
Navigation instructions
You can always get back to here by clicking on the home button, which is
located at the top right hand corner of every sheet, and looks like this:

Further instructions for each sheet, are available online. These can be accessed
by clicking on the instructions button in the top banner, which looks like this:

You can select the sheets in this workbook using the standard controls provided by
Excel, which are located at the bottom of the window and look like this.

Alternatively, you can select the sheets by clicking on the circles within the process
map shown opposite, which look like this.

Editing instructions
You can modify any part of this file. However, every sheet has been designed to
have the same overall width, so please be aware that this consistency will break
down if you change the horizontal width of any of the columns, or insert any new
columns. You can however add more content by inserting new rows, or changing
the vertical height of any of the rows.
We recommend that you set the file name of this workbook to reflect the project /
product that it refers to, and use version numbering to track updates. You may
wish to add an additional cover sheet that details the version history.

Useful tips for working with Excel

When manipulating graphical objects in Excel, it is particularly beneficial to
customise your toolbars so that the "select objects" icon is visible.
When editing text inside cells, it is useful to know that ALT+ENTER gives you a
new line inside the cell.
Excel spreadsheets can be navigated using only the keyboard. Pressing CTRL +
PGDN selects the next sheet, while CTRL + PGUP selects the previous sheet.
When inserting pictures into an Excel spreadsheet, it is a good idea to manually
specify how you want the image to behave when the size of rows or columns are
changed. To do this, select the picture and then click on "Format object" followed
by "Properties".

Version history
v1-1c released Dec 2014. Evidence tab modified to use a benchmark.
v1-1b released Nov 2014. Updated to use the new criteria categories. Instructions
for the exclusion sheet added, and small changes made to the sheet. Some
additional rows for information on "Test with experts" and "Test with users".
v1-1 released June 2011 with updated functionality to help add rows within the
"Estimate exclusion" sheet. Updated graphical style to process map on
homepage.
v1-0 released April 2011

v1-1c released Dec 2014. Evidence tab modified to use a benchmark.

v1-1b released Nov 2014. Updated to use the new criteria categories. Instructions
for the exclusion sheet added, and small changes made to the sheet. Some
additional rows for information on "Test with experts" and "Test with users".
v1-1 released June 2011 with updated functionality to help add rows within the
"Estimate exclusion" sheet. Updated graphical style to process map on
homepage.
v1-0 released April 2011

anies the Getting started

Cambridge, Engineering

you can use the blank

nd then save this file so
vities. You can customise
any or your design

ome button, which is

nd looks like this:

ne. These can be accessed

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standard controls provided by

and look like this.

n the circles within the process

sheet has been designed to

t this consistency will break
columns, or insert any new
erting new rows, or changing

rkbook to reflect the project /

o track updates. You may
version history.

articularly beneficial to
con is visible.

t ALT+ENTER gives you a

keyboard. Pressing CTRL +

elects the previous sheet.
is a good idea to manually
size of rows or columns are
on "Format object" followed

use a benchmark.

riteria categories. Instructions

ade to the sheet. Some
and "Test with users".

o help add rows within the

to process map on

use a benchmark.

riteria categories. Instructions

ade to the sheet. Some
and "Test with users".

o help add rows within the

to process map on

Review progress & Plan next steps

Who performed the review and plan?
What materials were used?
When did the review and plan take place?

Summarise the output using the table below, or delete the table and use the s
Include links to further information as a

Review progress
Overall
Design output
activity

Manage

Product goals

Project plan

Business case
Shared
understanding across
stakeholders
Understanding who
all the stakeholders
are

Explore

Understanding user
types, needs,
aspirations and goals
Summary
descriptions of users
e.g. personas
Breakdown of the
tasks users perform
to achieve goals
Documented list of
user and
stakeholders needs

What have we got?

Create

Documented ideas

Concept sheets

Evaluate

Physical/virtual
models of concepts

Assessment criteria
Results from testing
concepts against
criteria

next steps

ble below, or delete the table and use the space below to include any content that you wish.
Include links to further information as appropriate.

Review progress
Is it good enough?
(if yes, give evidence)

Plan next steps

Actions

ny content that you wish.

Plan next steps

Target completion date

Refine product goals

Who refined the product goals?
What materials were used?
When did the refinement of product goals take place?

Summarise the output using the tables below, or delete the tables and use the sp
Include links to further information as app

State the problem

Outline the big issue

Summarise the soluti

e the tables and use the space below to include any content that you wish.
further information as appropriate.

te the problem

ne the big issues

arise the solution

Build business case

Who built the business case?
What materials were used?
When did building the business case take place?

Summarise the output using the table below, or delete the table and use the spa
Include links to further information as app

Enter a title that describes the concept th

and the benchmark that it is being c
Which factors will impact the business case
for the stakeholders?

able below, or delete the table and use the space below to include any content that you wish.
Include links to further information as appropriate.

t describes the concept that is being considered

enchmark that it is being compared against
Will the factor result in increased or
decreased costs or revenue?

Why will the project produce the specified

cost or benefit?

hat you wish.

Ensure common understanding

Glossary of term
Term

nderstanding

Glossary of terms
Definition

Create stakeholder map

Who created the stakeholder map?
What materials were used?
When did creating the stakeholder map take place?

Summarise the output using the table below, or delete the table and use the s
Include links to further information as a

Stakeholder

or delete the table and use the space below to include any content that you wish.
e links to further information as appropriate.

Organisation/Type

Notes

hat you wish.

Observe users
Why were these observations performed?
What did you want to learn?
How was the study planned to help you learn this?
Who was observed?
Was the sample representative of the target market for the product?
How many users were observed?
Was there an appropriate demographic spread (age,gender, prior
use)?
Was there an appropriate spread across times and locations?
How was consent obtained?
What were the participants told about the study?

How were the user observations performed?

Where were the observations performed?
What triggered the start and end of each user observation?
What data was recorded?
How was the data recorded?
Who performed the user observations?
Was the data transcribed or coded?

When did the user observations take place?

Summarise the output by using the space below to include

You may like to write the aims on the left and the relevan
Make sure that you summarise all the data and not just the bit
Include links to further information as app

e output by using the space below to include any content that you wish.
ke to write the aims on the left and the relevant findings on the right.
you summarise all the data and not just the bits that agree with your ideas.
Include links to further information as appropriate.

Generate personas
Who generated the personas?
What information was used?
When did generating the personas take place?

Summarise the output using the templates below, or delete the templates and use
Include links to further information as

Stakeholder - Name
Organisation

Job title

Job description

Motivation

Impact

Persona - Name (a
Work

Family & support network

Medical

Technology experience

Hobbies & leisure

Ability description

Vision

Hearing

Thinking

Reach & dexterity

Mobility

e the templates and use the space below to include any content that you wish.
further information as appropriate.

older - Name (age)

ona - Name (age)

iption

Assistive aids

Describe user journeys

Who described the user journeys?
What materials were used?
When did describing the user journeys take place?

Using the template below, specify a title for the user journey, th
and the assumptions made regarding the goal, initial state, loc
Use the remaining space to specify the tasks involved with this particular jour
Repeat to capture as many different user journey

User journey - Insert t

Product name

Assumptions
User goal
Initial state
Location of use
Target population
(age, gender, etc.)

ourneys

ing the template below, specify a title for the user journey, then record the product name
d the assumptions made regarding the goal, initial state, location and target population.
space to specify the tasks involved with this particular journey, including photographs where available.
Repeat to capture as many different user journeys as you require.

User journey - Insert title

Assumptions

ecord the product name

and target population.
ncluding photographs where available.
ou require.

e
Task Steps

Capture needs list

Who captured the needs list?
What materials were used?
When did capturing the needs
list take place?

Summarise the output using the table below, or delete the table and use the
Include links to further information as

Needs list
As a

needs list

mmarise the output using the table below, or delete the table and use the space below to include any con
Include links to further information as appropriate.

Needs list
I need

and use the space below to include any content that you wish.
rmation as appropriate.

s list
So that

Stimulate ideas
How were ideas stimulated?
Who was involved?
When did the stimulation of ideas take place?

Summarise the output using the table below, or delete the table and use the spa
Include links to further information as app

Ideas list
Who had the idea?

output using the table below, or delete the table and use the space below to include any content that you wis
Include links to further information as appropriate.

Ideas list
Idea

Develop concepts
How were concepts developed?
Who was involved?
When did the development of concepts take place?

Summarise the output using the template below, or delete the template and use
Include links to further information as

Concept name: Insert

What key problem is solved?

Summarise the concept, using diagrams as

template below, or delete the template and use the space below to include any content that you wish.
Include links to further information as appropriate.

Concept name: Insert name

Why is the concept better than the existing system?

Summarise the concept, using diagrams as appropriate

space below to include any content that you wish.

ropriate.

name

opriate

How does the concept include more people?

Make prototypes
Who made the prototypes?
Why were the prototypes made?
What materials were used?
When did making prototypes take place?

Summarise the output using the space below to include an

Include links to further information as app

Concept name:

e space below to include any content that you wish.

further information as appropriate.

Concept name:

Agree criteria
Who agreed the criteria?
What materials were used?
When did agreeing criteria take place?

Summarise the output using the templates below, or delete the templates and use th
Include links to further information as app

User experience
Is about
Purchasing, set up, use, maintainence, and passing on of a
product
This includes interactions with customer service and returns

Costs and revenues

Is about

Development and Bill of Material costs

Operational and customer service costs
Revenue from initial sale and associated services throughout
the whole life of the product

Depletion of scarce resources

Is about
Consumption of materials that may be scarce because of:
proven-reserves, future demand, substitutability, recyclability,
geo-political risks, and the risk of material being restricted or
banned

templates below, or delete the templates and use the space below to include any content that you wish.
Include links to further information as appropriate.

Total cost of ownership

Is about
The cost to the user of purchase, delivery, set up, maintenance
and use
The resale value of passing the product on

Technical risk
Is about
Factors that increase or decrease material supply risks and
technological risks

Energy use
Is about
The energy required to:

Extract and refine materials

Make the components and the product

Distribute and sell the product

Support its use and potential re-use
Deal with the product after the end of its useful life (e.g recycle,
down cycle, transport to landfill). Anything sent to landfill can be
considered as a waste of the energy that was required to make
that thing

space below to include any content that you wish.

opriate.

Social impact
Is about
The impact of making, using and disposing of the product on
quality of life
This includes toxicity issues

Business risk
Is about

Factors that increase or decrease business risks

This includes factors that influence the consumer's perception
of the brand of the business compared to that of competitors

Other natural capital

Is about
Waste impacts on natural capital, which includes wildlife,
beauty and farming potential

Test with experts

Why was testing with experts performed?
What did you want to learn?
How was the study planned to help you learn this?
Who was involved in the testing?
What were their areas of expertise?
What methods were used?
e.g. task analysis, heuristic evaluation, simulators
What materials were used?
e.g. if heuristic evaluation was used, which set of heuristics?
How were the tests performed?
What outputs or data was recorded?
How was the data recorded?
Was the data transcribed or coded?
When did testing with experts take place?

Summarise the output using the space below to includ

Include links to further information as a

output using the space below to include any content that you wish.
Include links to further information as appropriate.

Test with users

Why were these user tests performed?
What did you want to learn?
How was the study planned to help you learn this?

Who were the tests performed with?

Was the sample representative of the target market for the product?
How many users were involved?
Was there an appropriate demographic spread (age,gender, prior use)?
How was consent obtained?
What were the participants told about the study?

How were the user tests performed?

Where were the tests performed?
Who conducted the tests?
What were users asked to do?
What data was recorded?
How was the data recorded?
Was the data transcribed or coded?
When did the user tests take place?

Summarise the output by using the space below to include a

You may like to write the aims on the left and the relevan
Make sure that you summarise all the data and not just the bit
Include links to further information as app

utput by using the space below to include any content that you wish.
o write the aims on the left and the relevant findings on the right.
summarise all the data and not just the bits that agree with your ideas.
Include links to further information as appropriate.

Estimate exclusion
Who estimated exclusion?
What materials were used?
When did estimating exclusion take place?

The table at the bottom of this spreadsheet is designed to help you to think through the demands involved in using the product.
INSTRUCTIONS
1) Use the boxes below to record the product name, the goal being assessed, the location of use and the target population.
2) Break down the tasks required to achieve the goal and enter these in the boxes provided. The task sequence recorded should be a simple linear sequence
associated with one common way of using the product. You should include tasks associated with checking that things have been completed successfully. However,
you should assume that each task is always successfully completed, so control loops are not required. You will find that the tasks involved will depend on the
assumptions made regarding the initial state, so record these assumptions in the box provided. It may take several rounds of refinement to work out the initial state
and the task sequence so that they appropriately capture the tasks that you want to consider for the purpose of improving the product. If you need to add more rows
for more tasks, follow the instructions at the bottom of this spreadsheet.
3) Consider the demands that each task places our capabilities (vision, hearing, thinking, reach & dexterity and mobility). The demand is a property of the task that
depends on what the user has to do. If the user does not have sufficient capability to meet that demand, they will be excluded. For each demand that you assess,
click on the box that reflects the demand level and then shade it dark grey. Ensure you complete the "Why?" box for each demand.
Note that setting the demand levels is a relative judgement. For each capability, first consider the least demanding and most demanding tasks, then consider
what is in between.
* For vision, you could consider using the Cambridge Simulation Glasses to help determine the demand level.
* For hearing, consider the clicks, beeps and movement sounds that help provide feedback to the user.
* For thinking, consider the product from the perspective of having no prior knowledge of the product. Consider the demands associated with memory and
concentration.
* For reach & dexterity, consider the forces, movements and types of grip required to perform the task. The demands will increase if tasks have to be performed
with the hands reached above the head or below the waist.
* For mobility, consider demands associated with moving around and managing steps, and consider whether the environment provide suitable features to assist
balance and support mobility aids.
4) Check to make sure that you have made an assessment for every scale on every task step. If a particular capability is not required, click on the box marked "N/A"
and shade it dark grey. Use the "Why?" box to justify your assessment. Avoid leaving any boxes blank, because blank boxes could indicate that an assessment is
incomplete, or that some demands have been overlooked.
5) Use red text inside the "Why?" cells to mark up other ways that the task could be achieved. For example, could the position of controls be identified by feeling
them, rather than seeing them?
6) Consider the demands across all of the different tasks. Identify the highest demands, and consider whether it is possible to reduce these demands through better
design. Prioritise design improvements based on the criticality and frequency of the task, the ease and cost of change, and whether the task can be performed in
different ways. Enabling the user to perform tasks using alternative capabilities has the potential to dramatically reduce exclusion. However, be wary of the cognitive
demands associated with setting up and using products that can be customised for use in many different ways.
Use the Ideas spreadsheet to capture the ideas generated during this analysis. Fill in the executive summary giving the insights from the analysis.

Demand assessment: Insert title

Executive summary: What are the insights from the analysis?

Product name

User goal

Initial state

Task step

Vision

Hearing

Location of use

Target population

Reach &
Dexterity

Thinking

Mobility

<Insert a title that summarises this group of task steps>

[You can copy this row and then insert it elsewhere if you need to]
N/A Low

DEMAND

High

N/A Low

DEMAND

High

N/A Low

DEMAND

High

N/A Low

DEMAND

High

N/A Low

DEMAND

High

DEMAND

High

DEMAND

High

DEMAND

High

DEMAND

High

1
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

2
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

3
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

4
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

5
Why?

Why?

Why?

Why?

Why?

<Insert a title that summarises this group of task steps>

[You can copy this row and then insert it elsewhere if you need to]
N/A Low

DEMAND

High

N/A Low

DEMAND

High

N/A Low

DEMAND

High

N/A Low

DEMAND

High

N/A Low

DEMAND

High

DEMAND

High

DEMAND

High

DEMAND

High

DEMAND

High

DEMAND

High

DEMAND

High

6
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

7
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

8
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

9
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

10
Why?

Why?

Why?

Why?

Why?

<Insert a title that summarises this group of task steps>

[You can copy this row and then insert it elsewhere if you need to]
N/A Low

DEMAND

High

N/A Low

DEMAND

High

N/A Low

DEMAND

High

N/A Low

DEMAND

High

N/A Low

11
Why?
N/A Low

12

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

12
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

DEMAND

High

DEMAND

High

DEMAND

High

13
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

14
Why?
N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

Why?
DEMAND

High

N/A Low

15
Why?

Why?

Why?

Why?

Why?

Important note: The last row contains special functionality, so please don't delete, cut or move
it.
To insert an additional row, click on the "select last row" button opposite. Then COPY (press
"CTRL+C") then INSERT COPIED CELLS (press "ALT+I" followed by "E"). Once you have finished
adding all the rows that you need, you will need to change the task numbers appropriately.

Present evidence
Who presented the evidence?
What materials were used?
When did presenting the evidence take place?

Choose a benchmark. This is a product, prototype or concept which th

It enables a more meaningful comparison of the concepts. The curre
Enter the concepts into the table below, then rate each concept again

Benchmark

User experience

Evidence

Concept

Better

Criterion

Better

Concept

Same

Same

User experience

Criterion

Same

Total cost of
ownership

Evidence

Better Worse

High

Same

Low

Better Worse

Priority

Criterion

Same

Social impact

Evidence

Better Worse

High

Same

Low

Better Worse

Priority

Criterion

Same

Costs and
revenues

Evidence

Better Worse

High

Same

Low

Better Worse

Priority

Technical risk

Evidence

Better Worse

Criterion

Same

High

Same

Low

Better Worse

Priority

Same

Same

Technical risk

Criterion

Same

Business risk

Evidence

Better Worse

High

Same

Low

Better Worse

Priority

Depletion of scarce
resources

Evidence

Better Worse

Criterion

Same

High

Same

Low

Better Worse

Priority

Criterion

Same

Energy use

Evidence

Better Worse

High

Same

Low

Better Worse

Priority

Other natural
capital

Evidence

Better Worse

Criterion

Same

High

Same

Low

Better Worse

Priority

High

Worse

Low

Worse

Priority

product, prototype or concept which the concepts can be compared against.

comparison of the concepts. The current 'live' product is usually sufficient.
le below, then rate each concept against the benchmark and give evidence.

Benchmark

Evidence

Concept

Better

Evidence

Concept

Better

Concept

Evidence
-

Same

Same

Evidence

Evidence

Evidence
Better Worse

Same

Better Worse

Better Worse

Evidence

Better Worse

Better Worse

Same

Same

Better Worse

Better Worse

Same

Same

Evidence

Better Worse

Evidence

Same

Evidence
Same

Same

Evidence
-

Same

Same

Evidence

Evidence

Evidence

Better Worse

Same

Better Worse

Better Worse

Evidence

Better Worse

Better Worse

Same

Same

Better Worse

Better Worse

Same

Same

Evidence

Better Worse

Evidence

Same

Evidence
Same

Same

Worse

Worse

against.
icient.
idence.

Concept

Evidence

Evidence

Evidence

Evidence

Evidence

Evidence

Evidence

Evidence

Evidence