Sketching

Step-by-step guide
PREPARATION

1. Review scope and clarify prototyping questions: What do you want to learn or explore? Look at your starting point and consider if and how you will bring previous knowledge into the room (for example, as a research wall, via artifacts for inspiration, or as key insights). 
2. Decide whom to invite: Invite the right people to work beside your core team for the exercise (this might include people who know the background, people with no preconceptions, experts, representatives of the implementation team, people who will deliver the service, users, management, etc.). If you chose to do sketching with specific materials, code, or hardware, make sure you have the required skillsets in the team. Balance your teams so everybody can contribute during the sketching process. For  example, when sketching in code, not everybody needs to be a coder; some can contribute by creating graphical elements, writing copy, or working out scenarios and  information structures.
3. Decide on quantity or deeper investigation: Decide if you will be aiming for quantity, or for a more considered investigation or “deep dive” into particular themes or ideas. This  decision will depend on where you are in your development process and will affect, for example, how much time you allow for the task.
4. Prepare sketching tools: Set up and prepare your sketching tools and your working environment. When working with pen and paper, just put them on a table. When working with code or hardware, it can be highly beneficial to take a bit of time to carefully select and prepare only a limited set of tools and platforms, optimizing for speed of sketching. 
5. Create sketches: After you have given the group a design challenge (e.g., a “How might we …?” question), ask them to sketch varied concepts that address the challenge. If you are aiming for  quantity, you might ask participants to resist the urge to discuss the ideas, but  instead to concentrate on producing many sketches. (If it fits the sketching method, they might even work in silence, placing finished sketches in a visible place for others to see and build upon.) If you are looking for more depth, you might promote discussion and co-creation of the sketches as they are developed.

Step-by-step guide
USE/RESEARCH

1. ‍Present and elicit feedback: Present sketches either to each other within the design team or to an external audience to receive feedback and ignite discussions. During these sessions, you can directly work on existing sketches (e.g., by adding annotations or changing them on the spot) or easily add new ones with the new ideas already included. One  alternative method is for the sketchers to present their work without explanation, and ask the people viewing the sketch to describe what they see and what it might be useful for. 
2. Keep a list of bugs, insights, and ideas: After each session take a few moments to reflect on what you have learned, and what you would like to change or try next. Briefly discuss the issues you discovered and prioritize them.
3. Revise your sketches (optional),  iterate: Are there any changes you can or should make right now? Do them quickly, then  iterate from step 6.
4. Document: Document and finalize your work. Use photos or videos of your sketches as well as key interactions to document the latest version from your sketching session. Briefly reflect on your  documentation and identify critical issues as well as problem or opportunity areas that need to be addressed in the next steps in the design process.