Theme Discovery Exercise
Workshop Overview
Duration: 2-3 hours
Participants: Cross-functional team (designers, developers, product managers, leadership)
Purpose: Identify recurring patterns in design work and extract core themes that represent your authentic design approach
Workshop Flow
01 Introduction (15 minutes)
Explain workshop purpose: using pattern recognition to reveal core design themes
Set expectations for analytical, evidence-based discussion
Emphasize that themes should emerge from actual work, not aspirational wishes
Create a safe environment for honest reflection and critical analysis
02 Work Sample Collection (25 minutes)
Ask participants to submit 3-5 examples of work they believe best represents the team's approach
Prompt with questions:
"Which projects are you most proud of?"
"What work best exemplifies our strengths?"
"Which designs received the most positive feedback?"
Document submissions with brief context about each piece
Organize examples in a shared visible space (physical or digital)
03 Pattern Analysis (45 minutes)
Break into small groups of 3-4 people
Each group examines the collected work samples
Groups identify recurring elements across different projects:
Visual styles and aesthetic choices
Interaction patterns
Problem-solving approaches
User experience characteristics
Document patterns with specific examples from the work
Look for both obvious and subtle connections
04 Theme Extraction (30 minutes)
Full group reconvenes to share identified patterns
Collectively cluster similar patterns
Transform pattern clusters into broader themes
Name each emerging theme with a descriptive phrase
Prioritize themes based on frequency and significance
Document the supporting evidence for each theme
05 Break (10 minutes)
06 Theme Validation (30 minutes)
Test identified themes against additional work samples
For each theme, ask:
Is this consistently present in our best work?
Does this differentiate us from competitors?
Is this authentic to our approach?
Does this theme represent a strength?
Refine theme descriptions based on discussion
Eliminate themes that don't hold up to scrutiny
07 Theme to Principle Transformation (30 minutes)
For each validated theme:
Draft a principle statement that captures its essence
Connect the principle to specific design decisions
Provide examples of how this principle manifests in work
Discuss how this principle could guide future decisions
Focus on principles that are both descriptive and prescriptive
08 Next Steps and Closing (15 minutes)
Review extracted themes and draft principles
Discuss refinement process
Plan for integration with design manifesto or guidelines
Assign follow-up responsibilities
Required Tools & Materials
Physical Workshop Tools
Large whiteboard or wall space
Work samples (printouts, prototype access)
Sticky notes (multiple colors)
Markers and pens
Masking tape for organizing
Camera for documenting
Digital Workshop Tools (for remote/hybrid sessions)
Video conferencing platform with breakout rooms
Digital whiteboard (Miro, FigJam, Mural)
Shared access to work samples
Collaborative documentation tool
Virtual sticky notes
Preparation Materials
Sample selection criteria
Pattern identification frameworks
Theme validation questions
Examples of how themes connect to principles
Workshop Deliverables
Immediate Deliverables (Day of Workshop)
Pattern Inventory: Comprehensive list of identified patterns with examples
Theme Documentation: 5-9 core themes with supporting evidence
Theme Validation Notes: Results of theme testing and refinement
Draft Principles: Initial formulations based on validated themes
Post-Workshop Deliverables (1-3 days after)
Theme Analysis Document including:
Detailed description of each theme
Visual and functional examples from work
Relationship between themes
Distinction from competitor approaches
Design Principles Document including:
Refined principle statements derived from themes
Explanation of how each principle guides decisions
Examples of principle application in practice
Guidelines for using principles in design review
Implementation Plan outlining:
Process for finalizing principles
Method for integrating themes into design system
Communication strategy for wider organization
Workshop Facilitation Requirements
Primary facilitator comfortable with pattern analysis
Visual documenter to capture themes and connections
Space arrangement that supports collective analysis
Timer to keep activities moving
Manifestos, Principles, Guidelines
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