设计思维过程的 5 个阶段

The 5 Stages in the Design Thinking Process 设计思维过程的 5 个阶段


Design thinking is a methodology which provides a solution-based approach to solving problems. It’s extremely useful when used to tackle complex problems that are ill-defined or unknown—because it serves to understand the human needs involved, reframe the problem in human-centric ways, create numerous ideas in brainstorming sessions and adopt a hands-on approach to prototypingand testing. Learning about the five stages of design thinking will empower you and allow you to apply the methodology to your work and solve complex problems that occur in our companies, our countries, and across the world.


Design thinking is a non-linear, iterative process that can have anywhere from three to seven phases, depending on whom you talk to. We focus on the five-stage design thinking model proposed by the Hasso Plattner Institute of Design at Stanford (the d.school) because they are world-renowned for the way they teach and apply design thinking.


What are the 5 Stages of the Design Thinking Process 设计思维过程的 5 个阶段是什么

The five stages of design thinking, according to the d.school, are:


  • Empathize: research your users’ needs.


  • Define: state your users’ needs and problems.


  • Ideate: challenge assumptions and create ideas.


  • Prototype: start to create solutions.


  • Test: try your solutions out.


Let’s dive into each stage of the design thinking process.


Stage 1: Empathize—Research Your Users’ Needs 第 1 阶段:移情——研究用户的需求


Empathize: the first phase of design thinking, where you gain real insight into users and their needs.


The first stage of the design thinking process focuses on user-centric research. You want to gain an empathic understanding of the problem you are trying to solve. Consult experts to find out more about the area of concern and conduct observations to engage and empathize with your users. You may also want to immerse yourself in your users’ physical environment to gain a deeper, personal understanding of the issues involved—as well as their experiences and motivations. Empathy is crucial to problem solving and a human-centered design process as it allows design thinkers to set aside their own assumptions about the world and gain real insight into users and their needs.


Depending on time constraints, you will gather a substantial amount of information to use during the next stage. The main aim of the Empathize stage is to develop the best possible understanding of your users, their needs and the problems that underlie the development of the product or service you want to create.


Stage 2: Define—State Your Users’ Needs and Problems 第 2 阶段:定义 – 说明用户的需求和问题


Define: the second phase of design thinking, where you define the problem statement in a human-centered manner.


© Teo Yu Siang and the Interaction Design Foundation, CC BY-NC-SA 3.0.

© 张宇祥和交互设计基金会, CC BY-NC-SA 3.0.

In the Define stage, you will organize the information you have gathered during the Empathize stage. You’ll analyze your observations to define the core problems you and your team have identified up to this point. Defining the problem and problem statement must be done in a human-centered manner.


For example, you should not define the problem as your own wish or need of the company: “We need to increase our food-product market share among young teenage girls by 5%.”


You should pitch the problem statement from your perception of the users’ needs: “Teenage girls need to eat nutritious food in order to thrive, be healthy and grow.”


The Define stage will help the design team collect great ideas to establish features, functions and other elements to solve the problem at hand—or, at the very least, allow real users to resolve issues themselves with minimal difficulty. In this stage, you will start to progress to the third stage, the ideation phase, where you ask questions to help you look for solutions: “How might we encourage teenage girls to perform an action that benefits them and also involves your company’s food-related product or service?” for instance.


Stage 3: Ideate—Challenge Assumptions and Create Ideas 第 3 阶段:构思——挑战假设并创造想法


Ideate: the third phase of design thinking, where you identify innovative solutions to the problem statement you’ve created.


© Teo Yu Siang and the Interaction Design Foundation, CC BY-NC-SA 3.0.

© 张宇祥和交互设计基金会, CC BY-NC-SA 3.0.

During the third stage of the design thinking process, designers are ready to generate ideas. You’ve grown to understand your users and their needs in the Empathize stage, and you’ve analyzed your observations in the Define stage to create a user centric problem statement. With this solid background, you and your team members can start to look at the problem from different perspectives and ideate innovative solutions to your problem statement.


There are hundreds of ideation techniques you can use—such as Brainstorm, Brainwrite, Worst Possible Idea and SCAMPER. Brainstorm and Worst Possible Idea techniques are typically used at the start of the ideation stage to stimulate free thinking and expand the problem space. This allows you to generate as many ideas as possible at the start of ideation. You should pick other ideation techniques towards the end of this stage to help you investigate and test your ideas, and choose the best ones to move forward with—either because they seem to solve the problem or provide the elements required to circumvent it.

您可以使用数百种构思技术,例如头脑风暴、脑力写作、最糟糕的想法和 SCAMPER。头脑风暴和最坏的想法技术通常在构思阶段开始时使用,以激发自由思考并扩大问题空间。这使您可以在构思开始时产生尽可能多的想法。在这个阶段结束时,你应该选择其他的构思技术来帮助你调查和测试你的想法,并选择最好的想法来推进——要么是因为它们似乎解决了问题,要么提供了规避问题所需的元素。

Stage 4: Prototype—Start to Create Solutions 第 4 阶段:原型 – 开始创建解决方案fig:

Prototype: the fourth phase of design thinking, where you identify the best possible solution.


© Teo Yu Siang and the Interaction Design Foundation, CC BY-NC-SA 3.0.

© 张宇祥和交互设计基金会, CC BY-NC-SA 3.0.

The design team will now produce a number of inexpensive, scaled down versions of the product (or specific features found within the product) to investigate the key solutions generated in the ideation phase. These prototypes can be shared and tested within the team itself, in other departments or on a small group of people outside the design team.


This is an experimental phase, and the aim is to identify the best possible solution for each of the problems identified during the first three stages. The solutions are implemented within the prototypes and, one by one, they are investigated and then accepted, improved or rejected based on the users’ experiences.


By the end of the Prototype stage, the design team will have a better idea of the product’s limitations and the problems it faces. They’ll also have a clearer view of how real users would behave, think and feel when they interact with the end product.


Stage 5: Test—Try Your Solutions Out 第 5 阶段:测试 – 试用解决方案


Test: the fifth and final phase of the design thinking process, where you test solutions to derive a deep understanding of the product and its users.


© Teo Yu Siang and the Interaction Design Foundation, CC BY-NC-SA 3.0.

© 张宇祥和交互设计基金会, CC BY-NC-SA 3.0.

Designers or evaluators rigorously test the complete product using the best solutions identified in the Prototype stage. This is the final stage of the five-stage model; however, in an iterative process such as design thinking, the results generated are often used to redefine one or more further problems. This increased level of understanding may help you investigate the conditions of use and how people think, behave and feel towards the product, and even lead you to loop back to a previous stage in the design thinking process. You can then proceed with further iterations and make alterations and refinements to rule out alternative solutions. The ultimate goal is to get as deep an understanding of the product and its users as possible.


Did You Know Design Thinking is a Non-Linear Process? 你知道设计思维是一个非线性的过程吗?

We’ve outlined a direct and linear design thinking process here, in which one stage seemingly leads to the next with a logical conclusion at user testing. However, in practice, the process is carried out in a more flexible and non-linear fashion. For example, different groups within the design team may conduct more than one stage concurrently, or designers may collect information and prototype throughout each stage of the project to bring their ideas to life and visualize the problem solutions as they go. What’s more, results from the Test stage may reveal new insights about users which lead to another brainstorming session (Ideate) or the development of new prototypes (Prototype).


It is important to note the five stages of design thinking are not always sequential. They do not have to follow a specific order, and they can often occur in parallel or be repeated iteratively. The stages should be understood as different modes which contribute to the entire design project, rather than sequential steps.


© Teo Yu Siang and the Interaction Design Foundation, CC BY-NC-SA 3.0.

© 张宇祥和交互设计基金会, CC BY-NC-SA 3.0.

The design thinking process should not be seen as a concrete and inflexible approach to design; the component stages identified should serve as a guide to the activities you carry out. The stages might be switched, conducted concurrently or repeated several times to gain the most informative insights about your users, expand the solution space and hone in on innovative solutions.


This is one of the main benefits of the five-stage model. Knowledge acquired in the latter stages of the process can inform repeats of earlier stages. Information is continually used to inform the understanding of the problem and solution spaces, and to redefine the problem itself. This creates a perpetual loop, in which the designers continue to gain new insights, develop new ways to view the product (or service) and its possible uses and develop a far more profound understanding of their real users and the problems they face.


The Take Away

Design thinking is an iterative, non-linear process which focuses on a collaboration between designers and users. It brings innovative solutions to life based on how real users think, feel and behave.


This human-centered design process consists of five core stages Empathize, Define, Ideate, Prototype and Test.


It’s important to note that these stages are a guide. The iterative, non-linear nature of design thinking means you and your design team can carry these stages out simultaneously, repeat them and even circle back to previous stages at any point in the design thinking process.


References & Where to Learn More 参考资料和在哪里了解更多信息

Herbert Simon, The Sciences of the Artificial (3rd Edition), 1996.

赫伯特·西蒙(Herbert Simon),《人工科学》(第3版),1996年。

d.school, An Introduction to Design Thinking PROCESS GUIDE, 2010.


Gerd Waloszek, Introduction to Design Thinking, 2012.

Gerd Waloszek,《设计思维导论》,2012年。