Leading Lean : Managing Lean UX Work in the Enterprise [MX 2014 Conference by Adaptive Path]

Kate Rutter
Kate RutterStrategic Sketcher at Intelleto
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Managing Lean UX Work in
the Enterprise
Leading Lean
MX Conference | Sunday, March 16, 2014
Kate Rutter | @katerutter
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Hello!
Principal, Intelleto.com
Co-Founder, Luxr.co
Sketchnoter, graphic recorder
Entrepreneurship + UX
@katerutter
http://intelleto.com
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Around the room intros
* name
* role
* your favorite superpower!
Hello!
Instant infographics
With 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 and
learn 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 are
better 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 keep
an 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 Startup
Startup: 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
releases
make 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
Needs
Company
Purpose
via @luxrco
sketches,
prototypes,
wireframes
pixels
UI
UX as a stack BUILD
MEASURE
LEARN
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Lean + enterprise?
risk
innovation
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 time
reduce the risk.
faster!
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Features
Users
Uses
Product
Needs
Company
Purpose
via @luxrco
sketches,
prototypes,
wireframes
pixels
UI
Stakeholders
Team
purpose
Programs &
Processes
Needs & Goals
Experiments
{ hypotheses
tests
evidence
learning
BUILD
MEASURE
LEARN
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
Letʼs
make 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 areas
to 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 areas
to 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 areas
to 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 piles
2 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
more
important
{Activity}
Pick one
1 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 + solution
Sketch 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 out
people + 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 cycles
Duplication of effort
Silo’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”
Assumption
Sounds 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”
Assumption
Sounds 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 & improve
10 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”
Assumption
Sounds 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 metrics
Not 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 piles
2 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 a
test
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”
Assumption
Sounds 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 with
Spread
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”
Assumption
Sounds like...Definition...
Lean Experiments
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Combine
5 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Smallify
10 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 & improve
15 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}
Refine
5 min
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
Letʼs
share stuff
Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
{Activity}
Pitch practice
10 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&A
Discussion
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
@katerutter
http://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 want
Agile Development • Iteration & incremental releases
Lean 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
Needs
Company
Purpose
sketches,
prototypes,
pixels
UI
BUILD
MEASURE
LEARN
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.”Assumption
Sounds 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
addresses
use
Company or team name date
/ /
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
Assumptions
1
Riskiest
Assumption
Testingnow
Later
Team name date
/ /
2 3
Nextup
MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
HypothesisHypothesis
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...
Hypothesis
date
quantitative
measurable outcomes
TestEvidence
qualitative
observable 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/
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  • 1. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Managing Lean UX Work in the Enterprise Leading Lean MX Conference | Sunday, March 16, 2014 Kate Rutter | @katerutter
  • 2. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Hello! Principal, Intelleto.com Co-Founder, Luxr.co Sketchnoter, graphic recorder Entrepreneurship + UX @katerutter http://intelleto.com
  • 3. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Around the room intros * name * role * your favorite superpower! Hello! Instant infographics With dots!
  • 4. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
  • 5. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
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  • 12. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Build. Measure. Learn Lean startup?
  • 13. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Lean Startup Startup: a human institution designed to create new products or services under conditions of extreme uncertainty.
  • 14. 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!
  • 15. 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
  • 16. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Steve Blank introduced “Customer Development” in...um...2006. The big idea...
  • 17. 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 releases make products customers want + reduce waste The big synthesis...
  • 18. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com • Experiments • Validated learning • Reduce waste Lean Startup So, what does it look like?
  • 19. 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:
  • 20. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Okay, fine. But how does this relate to User Experience
  • 21. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Features Users Uses Product Needs Company Purpose via @luxrco sketches, prototypes, wireframes pixels UI UX as a stack BUILD MEASURE LEARN
  • 22. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Lean + enterprise? risk innovation focus
  • 23. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com via The Lean Entrepreneur: http://leanentrepreneur.co/
  • 24. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com risk timeDefine The old way Design Develop Release
  • 25. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com risk timeDefine Design Develop Release a better old way
  • 26. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com risk time A different way
  • 27. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com risk time A different way MAKE release MEASURE BUILD LEARN MEASURE BUILD
  • 28. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com BUILD MEASURE LEARN More cycles in less time reduce the risk. faster!
  • 29. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Features Users Uses Product Needs Company Purpose via @luxrco sketches, prototypes, wireframes pixels UI Stakeholders Team purpose Programs & Processes Needs & Goals Experiments { hypotheses tests evidence learning BUILD MEASURE LEARN UX as a stack
  • 30. 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
  • 31. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Letʼs make stuff
  • 32. 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
  • 33. 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
  • 34. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com find an opportunity
  • 35. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Brainstorm 6 areas to innovate Not like this... Spread collaborative design practices through all product teams More like this... Be more innovative
  • 36. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Brainstorm 6 areas to innovate • Team dynamics • Spreading design in the enterprise • Maintaining innovation • Engaging with the rest of the organization Some themes...
  • 37. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Brainstorm 6 areas to innovate • 1 idea per stickynote • Working solo • Focus on an internal opportunity • Specific is GOOD • Go fast! 5 min
  • 38. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com more important less important {Activity} Divide into 2 piles 2 min
  • 39. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com more important {Activity} Pick one 1 min
  • 40. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com more important {Activity} Pick one this is your opportunity
  • 41. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com letʼs hear a few
  • 42. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com explore the opportunity
  • 43. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Users + problems + solution Sketch it out Who are the stakeholders? What problems do they have? What would be a proposed solution?
  • 44. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Sketch it out people + problems + solutions related to your opportunity Who are the stakeholders? What problems do they have? What would be a proposed solution?
  • 45. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com “the DNA of an idea” 7 min
  • 46. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com a training program for collaborative design techniques Product managers Long product release cycles Duplication of effort Silo’d product teams UX Team @ Acme.com 03 16 14 “the DNA of an idea” 7 min
  • 47. 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
  • 48. 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
  • 49. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com About experiments
  • 50. 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” Assumption Sounds like...Definition... Lean Experiments
  • 51. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com http://techcrunch.com/2012/03/10/100proof/
  • 52. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com
  • 53. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com ! 2000 users " high sharing
  • 54. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Break!
  • 55. 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
  • 56. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Make a hypothesis
  • 57. 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” Assumption Sounds like...Definition... Lean Experiments
  • 58. 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...
  • 59. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Keep it small, keep it tasty. mmmm! cupcake via @brandonschauer
  • 60. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} State the opportunity as a hypothesis. 5 min
  • 61. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Peer check & improve 10 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
  • 62. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Define some evidence (aka: metrics)
  • 63. 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” Assumption Sounds like...Definition... Lean Experiments
  • 64. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com ✓Simple, clear & specific ✓Quantifiable ✓Based on behavior ✓Time-dependent ✓Testable A good metric is...
  • 65. 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?
  • 66. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Brainstorm 6 metrics Not like this... % of PMs signing up for a workshop in first week More like this... more collaborative design thinkers
  • 67. 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
  • 68. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com more important less important {Activity} Divide into 2 piles 2 min
  • 69. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com more important {Activity} Divide into 2 piles these are your (working) metrics
  • 70. 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
  • 71. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com letʼs hear a few
  • 72. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Write a test
  • 73. 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” Assumption Sounds like...Definition... Lean Experiments
  • 74. 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...
  • 75. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com What you have to work with Spread collaborative design practices through all product teams opportunity hypothesis molecule evidence test
  • 76. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} The experiment template
  • 77. 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
  • 78. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Put it all together & iterate
  • 79. 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” Assumption Sounds like...Definition... Lean Experiments
  • 80. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Combine 5 min
  • 81. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Smallify 10 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
  • 82. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Peer check & improve 15 min Find your partner. Do a 2-minute “quiet read.” Make 3 suggestions to strengthen the experiment. • 5 minutes each
  • 83. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Refine 5 min
  • 84. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Letʼs share stuff
  • 85. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com {Activity} Pitch practice 10 min Come up and share your experiment. 2-minute time limit. 3 volunteers!
  • 86. 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
  • 87. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Q&A Discussion
  • 88. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Geek out & learn more
  • 89. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com This way of working is hard. But itʼs worth it.
  • 90. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Go be awesome.
  • 91. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com Kate Rutter @katerutter http://intelleto.com Thanks!
  • 92. Leading Lean | MX 2014 | MAR 16, 2014 | @katerutter | intelleto.com HANDOUTS
  • 93. MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014 Managing Lean UX Work in the Enterprise Leading Lean Handouts
  • 94. 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 want Agile Development • Iteration & incremental releases Lean Manufacturing • Reduce waste Startup: a human institution designed to create a new product or service under conditions of extreme uncertainty.
  • 95. MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014 Features Users Uses Product Needs Company Purpose sketches, prototypes, pixels UI BUILD MEASURE LEARN UX Stack + Lean Startup
  • 96. 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.”Assumption Sounds like...Definition... Lean Experiments
  • 97. 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...
  • 98. 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
  • 99. 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?
  • 100. MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014 Further Reading
  • 101. MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014 The Molecule people problem solution have addresses use Company or team name date / /
  • 102. MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014 Assumptions 1 Riskiest Assumption Testingnow Later Team name date / / 2 3 Nextup
  • 103. MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014 HypothesisHypothesis Team name date / / “We believe people like ________________________________ have a need for (or problem doing) _______________________________ _______________________________ _______________________________.” customer type need/action/behavior
  • 104. 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... Hypothesis date quantitative measurable outcomes TestEvidence qualitative observable outcome Team name date / /
  • 105. MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014 !"#$%& Evidence dashboard !"#$%& !"#$%& by Goal Notes / / / / / / '()*++"++),$(-$"++.)/")/%00)!"*+1$")#2"+")!"#$%&+3 4*#"
  • 106. MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014 http://leanstartupmachine.com/validationboard/