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Lean UX: Without Skimping on the Meat 
Assembling better project requirements
Let’s start with an exercise
:D 
much excitement
CAESAR 
● romaine 
● parmesan 
● black olives 
● (optional) chicken 
● caesar dressing 
● croutons 
* extra credit for sar...
: 
meh.
GREEK 
● iceberg 
● feta 
● kalamata olives 
● tomato 
● cucumber 
● peppers 
● red onion 
● (any oil & vinegar will do)
:[ 
somewhat defeated
COBB 
● iceberg 
● boiled egg 
● avocado (if we’re lucky) 
● cheddar 
● tomato 
● bacon bits 
● ranch dressing
negative brand attribution 
> 
:(
Ruh-roh 
Where’d we go wrong?
What to build rather than what to accomplish
Intake Form 
How many pages? _________ 
Stock photography? Yes / No 
Flash? Yes / No 
Internet Explorer? Yes / No 
Will yo...
Intake Form 
How many bins? _________ 
Do you like meat? Yes / No 
Do you like bacon? Yes / No 
Want a meaty bacon? Yes / ...
Yes, pls.
bacon bacon bacon bacon bacon 
bacon “MEAT” bacon bacon bacon 
bacon bacon bacon 
“I really like 
cheese” 
bacon 
bacon be...
Sounds great, but doesn’t solve user problems
GREEK 
● iceberg 
● feta 
● kalamata olives 
● tomato 
● cucumber 
● peppers 
● red onion 
CAESAR 
● romaine 
● parmesan 
...
So how do we get to those requirements?
Anthony D Paul 
Sr. UX Designer
To start… 
If you make functional recommendations, 
you’re a UX designer
my perceived needs 
your actual needs 
client we
They’re not wrong 
They know more about their business than you
We’re objective 
Research gives value to our ideas
“lean” 
philosophy
Lean UX 
Use any means to arrive at “good enough” 
answers as quickly as possible 
…minimizing money and effort 
…then sho...
Lean UX 
Any means Comfortable & appropriate tools 
Good enough Define success & solve that 
Quickly Only needed documents...
Lean UX 
Any means Comfortable & appropriate tools 
Good enough Define success & solve that 
Quickly Only needed documents...
Lean UX is a philosophy within a methodology
philosophy 
Lean UX 
define success 
solve user problems 
means 
Tools 
surveys 
interviews 
internet research 
brainstorm...
perspective(s) 
situational 
analysis
Ask research questions to… 
Support “Minimum viable product” 
Improve “Not yet addressed / Opportunities 
Innovate “Beyond...
COMPANY CONTRIBUTORS
CONTRIBUTORS 
only hearing 
decision-makers 
if they’re lucky 
enough to be in 
the room 
COMPANY
COMPANY COMPETITORS CONSUMERS CONTRIBUTORS CLIMATE 
Five C’s of a Situational Analysis
COMPANY 
Support What does my website need to do to 
maintain our existing success? 
Improve How can my website further ou...
COMPETITORS 
Support What is the baseline for survival 
in our market? 
Improve How can my website differentiate 
us from ...
CONSUMERS 
Support What do our existing consumer 
groups need? 
Improve What consumer groups are 
we ignoring? (ex. media,...
CONTRIBUTORS 
Support Who feeds the website (admins and 
consumers) and what are their tasks? 
Improve Which tasks are mos...
CLIMATE 
Support To be successful, what is 
critical for reception? 
Improve If we fail, what will cause it and 
how can w...
task analysis 
means
Tasks vs stories 
credit: @alanklement http://is.gd/6RQRwO
Focus on roles (to get to tasks) 
Content writer 
Content editor 
Subscriber 
Job-seeker 
Tweeter 
Associate Co- 
Somethin...
ex. Content Writer 
Tasks they want to perform 
Write popular posts 
Accumulate quality points 
Tasks we want them to perf...
ex. Content Writer 
Motivations Company has financial incentives for 
number of ad clicks per month 
Anxieties Product pla...
ex. Content Writer 
What we learned: 
CW influenced by CE. 
We want CW to promote advertiser products. 
Recommendation: 
C...
Full circle
philosophy 
Lean UX 
solve real problems via 
better requirements 
means 
Tools 
employ any appropriate 
tools to answer 
...
GREEK 
● iceberg 
● feta 
● kalamata olives 
● tomato 
● cucumber 
● peppers 
● red onion 
CAESAR 
● romaine 
● parmesan 
...
romaine iceberg parmesan feta cheddar 
black olives kalamata olives chicken bacon boiled egg 
tomato red onion peppers cuc...
Worksheet
Thank you 
Communicating Design: Developing Web Site Documentation for Design and Planning 
http://is.gd/Fz4PD1 (Amazon bo...
Lean UX Without Skimping on the Meat
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Lean UX Without Skimping on the Meat

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Lean UX Without Skimping on the Meat: Assembling Better Project Requirements

In today’s project feature debates, you and your web team hash out priorities based on budgets, timelines, and what one of the clients mentioned in passing. Ignoring the larger context of the design problem, the team focuses on the current list of edits—and rallying for the user is lost in the shuffle. In this session, you’ll be introduced to a framework for approaching your WordPress project’s situational analysis from many perspectives, to create value statements that resonate with everyone on your team—including your client’s wallet-bearers.

Attendees should walk away with:

1. A method for breaking complex design problems into smaller problems without losing awareness of surroundings

2. A skeleton for assembling more effective, yet lightweight use-cases to audit against

3. A means to debate the validity of your decisions (and win) This session is designed for web professionals of all levels and skillsets—including design, development, and content planning.

It’s not required, but a writing utensil is recommended.

Published in: Design

Lean UX Without Skimping on the Meat

  1. 1. Lean UX: Without Skimping on the Meat Assembling better project requirements
  2. 2. Let’s start with an exercise
  3. 3. :D much excitement
  4. 4. CAESAR ● romaine ● parmesan ● black olives ● (optional) chicken ● caesar dressing ● croutons * extra credit for sardines
  5. 5. : meh.
  6. 6. GREEK ● iceberg ● feta ● kalamata olives ● tomato ● cucumber ● peppers ● red onion ● (any oil & vinegar will do)
  7. 7. :[ somewhat defeated
  8. 8. COBB ● iceberg ● boiled egg ● avocado (if we’re lucky) ● cheddar ● tomato ● bacon bits ● ranch dressing
  9. 9. negative brand attribution > :(
  10. 10. Ruh-roh Where’d we go wrong?
  11. 11. What to build rather than what to accomplish
  12. 12. Intake Form How many pages? _________ Stock photography? Yes / No Flash? Yes / No Internet Explorer? Yes / No Will you need a: ❏ Sign-up form ❏ Discussion board ❏ Shopping cart ❏ “Members only” area
  13. 13. Intake Form How many bins? _________ Do you like meat? Yes / No Do you like bacon? Yes / No Want a meaty bacon? Yes / No Will you need a: ❏ Bacon ❏ Meat ❏ Meat-Bacon ❏ Bacon-Meat
  14. 14. Yes, pls.
  15. 15. bacon bacon bacon bacon bacon bacon “MEAT” bacon bacon bacon bacon bacon bacon “I really like cheese” bacon bacon beets bacon bacon bacon-flavored dressing
  16. 16. Sounds great, but doesn’t solve user problems
  17. 17. GREEK ● iceberg ● feta ● kalamata olives ● tomato ● cucumber ● peppers ● red onion CAESAR ● romaine ● parmesan COBB ● iceberg ● boiled egg ● avocado ● cheddar ● tomato ● bacon bits ● ranch dressing
  18. 18. So how do we get to those requirements?
  19. 19. Anthony D Paul Sr. UX Designer
  20. 20. To start… If you make functional recommendations, you’re a UX designer
  21. 21. my perceived needs your actual needs client we
  22. 22. They’re not wrong They know more about their business than you
  23. 23. We’re objective Research gives value to our ideas
  24. 24. “lean” philosophy
  25. 25. Lean UX Use any means to arrive at “good enough” answers as quickly as possible …minimizing money and effort …then show it to a user and try again.
  26. 26. Lean UX Any means Comfortable & appropriate tools Good enough Define success & solve that Quickly Only needed documents Show it to a user Solve user problems Try again User test & iterate
  27. 27. Lean UX Any means Comfortable & appropriate tools Good enough Define success & solve that Quickly Only needed documents Show it to a user Solve user problems Try again User test & iterate
  28. 28. Lean UX is a philosophy within a methodology
  29. 29. philosophy Lean UX define success solve user problems means Tools surveys interviews internet research brainstorming sessions user scenarios IA docs (sitemaps, wires) prototypes (paper, code) usability tests perspective ? right questions gain context prioritize features
  30. 30. perspective(s) situational analysis
  31. 31. Ask research questions to… Support “Minimum viable product” Improve “Not yet addressed / Opportunities Innovate “Beyond improvement, change industry?
  32. 32. COMPANY CONTRIBUTORS
  33. 33. CONTRIBUTORS only hearing decision-makers if they’re lucky enough to be in the room COMPANY
  34. 34. COMPANY COMPETITORS CONSUMERS CONTRIBUTORS CLIMATE Five C’s of a Situational Analysis
  35. 35. COMPANY Support What does my website need to do to maintain our existing success? Improve How can my website further our business, brand, and mission? Innovate Are there opportunities to support our business in ways not yet imagined? decision-makers • brand • finance
  36. 36. COMPETITORS Support What is the baseline for survival in our market? Improve How can my website differentiate us from our peers? Innovate Are there opportunities to rethink how our market operates? direct • aspirational • indirect (recruitment)
  37. 37. CONSUMERS Support What do our existing consumer groups need? Improve What consumer groups are we ignoring? (ex. media, bloggers) Innovate What can we give our consumers that doesn’t directly benefit our company? (ex. knowledge sharing) people • search engines • devices • APIs
  38. 38. CONTRIBUTORS Support Who feeds the website (admins and consumers) and what are their tasks? Improve Which tasks are most repetitive or cumbersome and can be optimized? Innovate How can we change the focus of a contributor’s work from assembly worker to expert strategist? internal • consumers • APIs
  39. 39. CLIMATE Support To be successful, what is critical for reception? Improve If we fail, what will cause it and how can we prevent it? Innovate What could we do to change this industry entirely? today’s market • trend forecast
  40. 40. task analysis means
  41. 41. Tasks vs stories credit: @alanklement http://is.gd/6RQRwO
  42. 42. Focus on roles (to get to tasks) Content writer Content editor Subscriber Job-seeker Tweeter Associate Co- Something or Other I edit and sometimes write. My kid knows the tweets.
  43. 43. ex. Content Writer Tasks they want to perform Write popular posts Accumulate quality points Tasks we want them to perform Promote advertiser products Promote recruitment via personal channels
  44. 44. ex. Content Writer Motivations Company has financial incentives for number of ad clicks per month Anxieties Product placement brands aren’t cool Influenced by Content Editor, brand, incentives Influences Job-seekers, peers, subscribers
  45. 45. ex. Content Writer What we learned: CW influenced by CE. We want CW to promote advertiser products. Recommendation: Create dashboard for CE to see number of placements by CW. Include in-editor tool to recommend spots for product placement based on keyword context.
  46. 46. Full circle
  47. 47. philosophy Lean UX solve real problems via better requirements means Tools employ any appropriate tools to answer perspective Five C’s ask the right questions and define success
  48. 48. GREEK ● iceberg ● feta ● kalamata olives ● tomato ● cucumber ● peppers ● red onion CAESAR ● romaine ● parmesan COBB ● iceberg ● boiled egg ● avocado ● cheddar ● tomato ● bacon bits ● ranch dressing
  49. 49. romaine iceberg parmesan feta cheddar black olives kalamata olives chicken bacon boiled egg tomato red onion peppers cucumber avocado croutons La Choy sesame seeds dried cranberries dressings
  50. 50. Worksheet
  51. 51. Thank you Communicating Design: Developing Web Site Documentation for Design and Planning http://is.gd/Fz4PD1 (Amazon books), Dan Brown Situational Analysis: 5C Analysis http://is.gd/IXdYS4 Wikipedia Designing Features Using Job Stories http://is.gd/6RQRwO Smashing Magazine, Alan Klement Lean UX: Getting Out of the Deliverables Business http://is.gd/FN6b1v Smashing Magazine, Jeff Gothelf @anthonydpaul

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