leading lean : managing lean ux work in the enterprise [mx 2014 conference by adaptive path]
Post on 11-Aug-2014
8.674 Views
Preview:
DESCRIPTION
TRANSCRIPT
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Managing Lean UX Work in the Enterprise
Leading Lean
MX Conference | Sunday, March 16, 2014Kate Rutter | @katerutter
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Hello!
Principal, Intelleto.comCo-Founder, Luxr.coSketchnoter, graphic recorderEntrepreneurship + UX
@katerutterhttp://intelleto.com
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Around the room intros* name* role * your favorite superpower!
Hello!
Instant infographicsWith dots!
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
I am not an expert on your business. You are.
My goal is to help you identify one way you can innovate using lean
practices...
so you can experiment andlearn first-hand if itʼs helpful.
What to expect...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
We are going to be working really, really, really fast.
What to expect...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
There is a purpose to this.
I will push you to get something down rapidly. In 3 hours, you will
have an experiment you can run to test-drive lean methods.
We are going to be working really, really, really fast.
What to expect...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
You will be working solo and also in peer pairs.
Two brains arebetter than one.
And weʼll keep talking to a minimum.(There is a break where we can get all social!)
What to expect...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
You may not like the pace/process/pressure/perspective, etc. etc.
That is okay.
All I ask is that you keepan open mind and try it.
What to expect...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
About the whole “Lean” thing
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Build.Measure.
Learn
Lean startup?
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Lean StartupStartup: a human institution designed to create new products or services under conditions of extreme uncertainty.
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
3 Key Ideas
Build. Measure.
Learn!
Validated
Learning
Get out of the building!
Customer
DevelopmentAgile
Development
Collaborate.Release.Improve!
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
The Agile Manifesto came about at a ski scrum in February 2001.
The big idea...
over over over over
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Steve Blank introduced “Customer Development” in...um...2006.
The big idea...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Eric Ries wrote a blog post on Sept 8, 2008 titled “The Lean Startup.”
+incremental
releasesmake products
customers want
+reduce waste
The big synthesis...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
• Experiments• Validated learning• Reduce waste
Lean Startup
So, what does it look like?
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
http://www.slideshare.net/ellendunne/failchat-ux-comes-first-because-ux-is-everything-12883354
(story starts on slide 19)
View the Lumatic story on Slideshare:
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Okay, fine.But how does this relate to
User Experience
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Features
Users
Uses
Product
NeedsCompany Purpose
via @luxrco
sketches, prototypes, wireframespixelsUI
UX as a stackBUILD
MEASURELEARN
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Lean + enterprise?
riskinnovation
focus
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
via The Lean Entrepreneur: http://leanentrepreneur.co/
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
risk
timeDefine
The old way
Design
Develop
Release
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
risk
timeDefine
Design
Develop
Release
a better old way
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
risk
time
A different way
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
risk
time
A different way
MAKE
release
MEASURE
BUILD
LEARN
MEASURE
BUILD
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
BUILD
MEASURE
LEARN
More cycles in less timereduce the risk.
faster!
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Features
Users
Uses
Product
NeedsCompany Purpose
via @luxrco
sketches, prototypes, wireframespixelsUI
Stakeholders
Team purpose
Programs & Processes
Needs & Goals
Experiments{ hypothesestests
evidencelearning
BUILD
MEASURELEARN
UX as a stack
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
New competencies• Frame our work differently• Draft and run experiments• Focus on observable metrics• Intent = learning, not time & budget
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Letʼsmake stuff
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
an area to innovate
an experiment
• opportunity• molecule
• hypothesis• evidence
(metrics)• test
+
define it test it
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
an area to innovate
an experiment
• opportunity• molecule
• hypothesis• evidence
(metrics)• test
+
define it test it
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
find an opportunity
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Brainstorm 6 areasto innovate
Not like this...Spread
collaborative design practices
through all product teams
More like this...
Be more innovative
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Brainstorm 6 areasto innovate
• Team dynamics• Spreading design in the
enterprise• Maintaining innovation • Engaging with the rest
of the organization
Some themes...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Brainstorm 6 areasto innovate
• 1 idea per stickynote• Working solo• Focus on an internal
opportunity• Specific is GOOD• Go fast!
5 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
more important
less important
{Activity}
Divide into 2 piles2 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
more important
{Activity}
Pick one1 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
more important
{Activity}
Pick one
this is your opportunity
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
letʼs hear a few
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
explore the opportunity
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Users + problems + solutionSketch it out
Who are the stakeholders?What problems do they have?
What would be a proposed solution?
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Sketch it outpeople + problems + solutions
related to your opportunity
Who are the stakeholders?What problems do they have?What would be a proposed solution?
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
“the DNA of an idea” 7 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
a training program for collaborative
design techniques
Product managers
Long product release cyclesDuplication of effortSilo’d product teams
UX Team @ Acme.com 03 16 14
“the DNA of an idea” 7 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
an area to innovate
an experiment
• opportunity• molecule
• hypothesis• evidence
(metrics)• test
+
define it test it
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
an area to innovate
an experiment
• opportunity• molecule
• hypothesis• evidence
(metrics)• test
+
define it test it
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
About experiments
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
The belief you want to test.
The testable “thing.”
An indicator of the outcome.
“We believe people like [customer type] have a need for (or problem doing) [need/action/behavior].”
“The smallest thing we can do to prove that need is [experiment].”
“We will know we have succeeded when [quantitative/measurable outcome] or [qualitative/observable outcome].”
Hypothesis
Experiment(test)
Evidence
Something accepted as true without proof.
“Collaborative design delivers better products”
AssumptionSounds like...Definition...
Lean Experiments
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
http://techcrunch.com/2012/03/10/100proof/
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
! 2000 users" high sharing
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Break!
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
an area to innovate
an experiment
• opportunity• molecule
• hypothesis• evidence
(metrics)• test
+
define it test it
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Make a hypothesis
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
The belief you want to test.
The testable “thing.”
An indicator of the outcome.
“We believe people like [customer type] have a need for (or problem doing) [need/action/behavior].”
“The smallest thing we can do to prove that need is [experiment].”
“We will know we have succeeded when [quantitative/measurable outcome] or [qualitative/observable outcome].”
Hypothesis
Experiment(test)
Evidence
Something accepted as true without proof.
“Collaborative design delivers better products”
AssumptionSounds like...Definition...
Lean Experiments
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
✓Simple, clear & specific
✓Written as a statement
✓Establishes • participants (who)• problem or need (why)• behavior (observable with evidence)
✓Testable
A good hypothesis is...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Keep it small,keep it tasty.
mmmm!
cupcake via @brandonschauer
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
State the opportunity as a hypothesis.
5 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Peer check & improve10 min
Find a partner.Do a 1-minute “quiet read”Ask questions to clarify understanding.Make 2 suggestions to strengthen the work.• ~5 minutes each
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Define some evidence (aka: metrics)
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
The belief you want to test.
The testable “thing.”
An indicator of the outcome.
“We believe people like [customer type] have a need for (or problem doing) [need/action/behavior].”
“The smallest thing we can do to prove that need is [experiment].”
“We will know we have succeeded when [quantitative/measurable outcome] or [qualitative/observable outcome].”
Hypothesis
Experiment(test)
Evidence
Something accepted as true without proof.
“Collaborative design delivers better products”
AssumptionSounds like...Definition...
Lean Experiments
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
✓Simple, clear & specific
✓Quantifiable
✓Based on behavior
✓Time-dependent
✓Testable
A good metric is...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com 64
vanity
total # of visits to intranet info page
awesome% of PMs
signing up for a
workshop in first week
better# of PMs
signing up for a
workshop in first week
good# of PMs
signing up for workshops
useless
more collaborative
design thinkers
A good metric measures the behavior of a person doing a specific thing that delivers value to them.
Metrics Tips : Is it actionable?
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Brainstorm 6 metricsNot like this...
% of PMs signing up for a workshop in
first week
More like this...
more collaborative
design thinkers
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Brainstorm 6 metrics• 1 idea per stickynote• Working solo• Focus on measuring
actions or behaviors• Specific is GOOD• Go fast!
5 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
more important
less important
{Activity}
Divide into 2 piles2 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
more important
{Activity}
Divide into 2 piles
these are your (working) metrics
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Make a dashboard.1 min
% of PMs
signing up
for workshops
in first week
# of
employees
attending an
info session
Avg daily
views of intro
to design
thinking video
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
letʼs hear a few
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Write atest
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
The belief you want to test.
The testable “thing.”
An indicator of the outcome.
“We believe people like [customer type] have a need for (or problem doing) [need/action/behavior].”
“The smallest thing we can do to prove that need is [experiment].”
“We will know we have succeeded when [quantitative/measurable outcome] or [qualitative/observable outcome].”
Hypothesis
Experiment(test)
Evidence
Something accepted as true without proof.
“Collaborative design delivers better products”
AssumptionSounds like...Definition...
Lean Experiments
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
✓Simple, clear & specific
✓Generates evidence
✓Time-based
✓Uses minimum amount of time, money and effort
✓Doable - doesnʼt require approval!
A good test is...
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
What you have to work withSpread
collaborative design practices
through all product teams
opportunity hypothesis
molecule evidence
test
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
The experiment template
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Create an intranet landing page for sign-
ups for a 1-hour info session on collaborative
methods.
Put an announcement on the PM intranet
site.
Email all PMs, designers and developers in
the division.
What will you do or make?
Who is involved?
How much will it cost?
How long will it take?(Shorter is better. Max of 2 months.)
What do you need to do it?
{Activity}
Write a test.10 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Put it all together & iterate
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
The belief you want to test.
The testable “thing.”
An indicator of the outcome.
“We believe people like [customer type] have a need for (or problem doing) [need/action/behavior].”
“The smallest thing we can do to prove that need is [experiment].”
“We will know we have succeeded when [quantitative/measurable outcome] or [qualitative/observable outcome].”
Hypothesis
Experiment(test)
Evidence
Something accepted as true without proof.
“Collaborative design delivers better products”
AssumptionSounds like...Definition...
Lean Experiments
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Combine5 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Smallify10 min
How can you get the same amount of learning in less time?
Redesign the experiment in a shorter timeframe:• 2 hours• 2 days• 2 weeks
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Peer check & improve15 min
Find your partner.Do a 2-minute “quiet read.”Make 3 suggestions to strengthen the experiment.• 5 minutes each
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Refine5 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Letʼsshare stuff
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Pitch practice10 min
Come up and share your experiment.2-minute time limit.3 volunteers!
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
an area to innovate
an experiment
• opportunity• molecule
• hypothesis• evidence
(metrics)• test
+
define it test it
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Q&ADiscussion
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Geek out & learn more
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
This way of working is hard. But itʼs worth it.
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Go be awesome.
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Kate Rutter@katerutterhttp://intelleto.com
Thanks!
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
HANDOUTS
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
Managing Lean UX Work in the Enterprise
Leading Lean
Handouts
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
• Experiments• Validated learning• Reduce waste
Lean Startup
Customer Development • make products customers wantAgile Development • Iteration & incremental releasesLean Manufacturing • Reduce waste
Startup: a human institution designed to create a new product or service under conditions of extreme uncertainty.
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
Features
Users
Uses
Product
NeedsCompany Purpose
sketches, prototypes, pixelsUI
BUILD
MEASURELEARN
UX Stack + Lean Startup
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
The belief you want to test.
The testable “thing.”
An indicator of the outcome.
“We believe people like [customer type] have a need for (or problem doing) [need/action/behavior].”
“The smallest thing we can do to prove that need is [experiment].”
“We will know we have succeeded when [quantitative/measurable outcome] or [qualitative/observable outcome].”
Hypothesis
Experiment
Evidence
Something accepted as true without proof.
“People need our product.”AssumptionSounds like...Definition...
Lean Experiments
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
✓Simple & clear
✓Written as a statement
✓Establishes • participants (who)• variables (whatʼs involved)• prediction of an outcome (evidence)
✓Testable
A good hypothesis is...
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
3. Is there an object basis?
• “per user” [ ___/user]• “per user per week” (fancy!)• Examples: per user, per session, or by interaction or item (messages per file, emails per thread)
* not required, but super-helpful
• “per week” [ ___/wk ]• “per month” [ ___/mo]2. Is there a time basis?
• “number of...” [ # ]• “average number of...” [avg ]• “percent of...” [ % ]
1. Does the metric begin with a number?
Metrics Tips
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
98
vanity good betteruseless awesome
total number of registered
users
% of users who post an update 3+
times a day,per week
% of users who sign in 3+ times a
day,per week
% of new registered users per
week
sign-ups
a great metric......makes you look at all the other metrics and say “none of those other numbers matter if we donʼt get this right first.”
a good metric......measures the usage of the product by a person. The usage should be specific to features that deliver value to the user.
* In this example, posting an update is a key feature of the product.
Metrics Tips : Is it actionable?
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
Further Reading
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
The Molecule
people
problem solution
have
addressesuse
Company or team name date
/ /
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
Assumptions
1Riskiest
Assumption
Te
stin
g n
ow
Lat
er
Team name date
/ /
2 3
Ne
xt u
p
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
Hypothesis H
ypo
the
sis
Team name date
/ /
“We believe people like ________________________________
have a need for (or problem doing)
_______________________________
_______________________________
_______________________________.”
customer type
need/action/behavior
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
Experiment
We believe that...
We will do/make...
We will know the hypothesis is valid if by we get...
Hyp
oth
esi
s
date
quantitativemeasurable outcomes
Te
st E
vid
en
ce
qualitativeobservable outcome
Team name date
/ /
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
!"#$%&
Evidence dashboard
!"#$%&
!"#$%&
by
Goal
Notes
/ / / / / /
'()*++"++),$(-$"++.)/")/%00)!"*+1$")#2"+")!"#$%&+3
4*#"
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
http://leanstartupmachine.com/validationboard/
top related