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Defining a Core Strategy with the
UX Strategy Blueprint
@JimKalbach
AGENDA
14:00 Understanding strategy
15:00 Blueprint exercise
15:45 Break
16:00 Facilitating Strategy
16:45 Communicating strategy & exercise
17:30 Analysis and Planning
17:30 End
What is strategy?
“Air Sandwich“
A strategy is a set of hypotheses
about cause and effect….and
can be expressed by a sequence
of if-then statements. ROBERT KAPLAN
& DAVID NORTON
“Linking the Balanced Scorecard to Strategy” 1996
“Air Sandwich“
A good strategy honestly
acknowledges the challenges
being faced and provides an
approach to overcoming them.
“Air Sandwich“
At general management’s core is
strategy: defining a company’s position,
making trade-offs, and forging fit among
activities …Strategy renders choices
about what not to do as important as the
choice about what to do.
MICHAEL PORTER
“What is strategy?” Harvard Business Review, 1996
Austin Govella, www.agux.co
Building strategy is a
creative exercise to design
a way of overcoming your
key challenges to reach a
desired outcome with an
interlocking set of choices
for consistency in action.
Building strategy is a
creative exercise to design
a way of overcoming your
key challenges to reach a
desired outcome with an
interlocking set of choices
for consistency in action.
Building strategy is a
creative exercise to design
a way of overcoming your
key challenges to reach a
desired outcome with an
interlocking set of choices
for consistency in action.
Building strategy is a
creative exercise to design
a way of overcoming your
key challenges to reach a
desired outcome with an
interlocking set of choices
for consistency in action.
Building strategy is a
creative exercise to design
a way of overcoming your
key challenges to reach a
desired outcome with an
interlocking set of choices
for consistency in action.
Analysis
Planning
Analysis
STRATEGY
Planning
ELEMENTS OF STRATEGY
5 Ps OF STRATEGY
1. Pattern – Trends from the past
2. Position – Desired outcome
3. Perspective – Philosophy of working
4. Ploy – Out-maneuver opposing forces
5. Plan – Course of action
1. What's your winning aspiration?
2. Where will you play?
3. How will you win?
4. What capabilities are needed?
5. How will you manage strategy?
5 STRATEGIC QUESTIONS
LAFLEY & MARTIN MINTZBERG KEY QUESTIONS
Pattern What are the key challenges?
Aspiration Position What are your aspirations?
Playing field Perspective What will you focus on?
How to win Ploy What are your guiding principles?
Capabilities Plan What types of activities are needed?
Management How will you measure success?
STRATEGIC QUESTIONS
UX STRATEGY
So, what the heck is UX strategy?
“Air Sandwich“
But these choices beget more
choices in the rest of the
organization… Each level in
the organization has its own
strategic choice cascade.
HIERARCHY OF STRATEGY
Corporate
Strategy
Brand
Strategy
Product
Strategy
UX
Strategy
As strategy cascades down, its
specificity reduces. A subordinate
strategy is needed when
superordinate strategies don’t
provide clarity.
UX STRATEGY
UX strategy helps the business solve
its problems through an interlocking
set of choices that coordinates UX
activity for a desired experience.
STRATEGY BLUEPRINT
Aspiration
Principles
Focus
Activities
Outcomes
Challenges
www.experiencinginformation.com
ELEMENT BUSINESS STRATEGY
Challenges
Losing customers and revenue due to
disruption and slipping market relevance
Aspiration Reinvent the business to maintain leadership
Focus Areas
• Global
• Research institutions
• Online channels
• Social media
Guiding Principles Leverage scale and authority to win
Activities
• Acquire
• Innovate business model
• Refresh brand
• Build expertise in social
Outcomes Retention Revenue
Einstein Media Co.
Worldwide leader in scientific publishing
Ethnography
Workflow
models,
touchpoint
maps
Guidelines and
governance
Enable users to
be discoverers
of scientific
breakthroughs
Modular,
ubiquitous,
but familiar
formats
Organize
and design
across
workflows
Satisfaction
(SUS)
% of UIs that
comply to
guidelines
End
consumers
Communities,
social
Information
interaction:
finding &
publishing
Desired
experience and
impact on
users’ lives
Desired
experience and
impact on
users’ lives
Experience
Coherency
Modernization
Innovation
Individuals
Adoption
Engagement
Persuasion
Friction
Process (internal)
Efficiency
Effectiveness
New methods
Political
1 2 3
TYPES OF CHALLENGES
ASPIRATION
What is the impact you aspire to
have on people to transform their
behaviors, experiences and lives?
1. USERS
Segments
Needs, behaviors
Workflows
Skill levels: average vs extreme users
2. GEOGRAPHY
Countries
Languages
Cultures
3. EXPERIENCES
Websites, Software
Devices, Hardware
Service touchpoints
Cross channel
4. ASPECTS OF UX
IA
IxD
Visual Design
Content
Effectiveness, efficiency, control, learnability, memorability
Also: Interruptibility, shareability, glanceability, findability, …
FOCUS AREAS
Picking focus areas is about making decisions on trade-offs in advance.
PRINCIPLES
• Single words or short phase
• Imperatives to the team
• Easy to remember and repeat
• Pneumonics
What mantras will guide the team?
EXAMPLE: MILITARY
EXAMPLE
What are the TYPES of tasks you will carry out?
• Ethnography
• Personas
• Journey mapping
• Wireframing
• Prototyping
• Design exploration
• Pattern, style guides
• Research
• Lean UX
• Beta testing
• Rapid prototyping
• Benchmarking
• Analytics
• ...
ACTIVITIES
Align to business outcomes
OUTCOMES
1. Increase revenue
2. Decrease cost
3. Increase new business
4. Increase existing business
5. Increase shareholder value
Jared Spool: “UX means business” https://www.youtube.com/watch?v=hEyUe4q_pOk
= Growth
EXAMPLE OUTCOMES
• Deliver a high quality user experience that:
• Improves customer satisfaction by 25%
• Increases active usage by a factor of 2
• Drive preference: 80% of users select the new solution
• Maintain consistency across touchpoints
• 80% of UIs pass a “consistency check“
• Optimize our design processes
• Shorten design time by 25%
EXERCISE 2 – DEFINE CORE UX STRATEGY
In groups
1. Refer to the scenario
2. On the UX Strategy Blueprint, record key points for each element of
the UX strategy.
Write down a few keywords or phrase for each that reflect a viable
approach.
3. Skip elements that are unknown or make assumptions as needed.
FACILITATING STRATEGY
Why do we need UX strategy?
“You’ve got to start with the
customer experience and work
backwards to the technology.”
STEVE JOBS (1997)
Today, you need to build a better ecosystem that continues to
be perceived as better and that somehow generates revenue
in a world where customers expect things to be free.
1. Shift in business
2. Ecosystem design
3. “Air sandwich“
WHY UX STRATEGY
“Air Sandwich“
An Air Sandwich is a strategy that
has a clear vision and future
direction on the top layer, day-to-day
action on the bottom, and virtually
nothing in the middle–no meaty key
decisions that connect the two layers.
NILOFER MERCHANT
1. Shift in business
2. Ecosystem design
3. “Air sandwich“
4. Large org with dependencies
5. Migrations and acquisitions
WHY UX STRATEGY
STRATEGIC CONVERSATIONS
Will Miner,
Director of UX
2U Inc
George Kordas
ENGAGE
The AskThe Ask
CHALLENGES: SAILBOAT
What’s holding
us back now?
What would
make us go
faster?
What might
get in our way
ahead?
FOCUS AREAS: WHAT‘S ON YOUR RADAR?
1. Define the key areas of
concern
2. Brainstorm examples and
aspects for each
3. Prioritize by primary,
secondary, tertiary
Users
Experiences
Geographies
Aspects of UX
PRINCIPLES: 4 Ps
In marketing, the 4 Ps describe the key factors to consider
• Product
• Price
• Promotion
• Place (distribution)
Find a letter than can be used for 3-5 words defining your
mantras
ACTIVITIES: METHOD CARDS
Methodkit.com
OUTCOMES: PIRATE METRICS
Acquisition Activation Retention Referral Revenue
1. Brainstorm each
individually
2. Consolidate across
the group
3. Prioritize and select
most important
Dave McClure: http://www.expectedbehavior.com/experiments/pirate_metrics/
ASPIRATIONS
The Ask
circa 1886
Scientific American Supplement, No. 530, February 27, 1886
“A NEW PHOTOGRAPHIC APPARATUS”
This apparatus consists of a box containing a camera, A, and a frame, C,
containing the desired number of plates, each held in a small frame of black
Bristol board. The camera contains a mirror, M, which pivots upon an axis and is
maneuvered by the extreme bottom, B. This mirror stops at an angle of 45°, and
sends the image coming from the objective to the horizontal plate, D, at the
upper part of the camera. The image thus reflected is righted upon this plate.
As the objective is of short focus, every object situated beyond a distance of three
yards from the apparatus is in focus. In exceptional cases, where the operator
might be nearer the object to be photographed, the focusing would be done by
means of the rack of the objective. The latter can also slide up and down, so that
the apparatus need not be inclined when buildings or high trees are being
photographed. The door, E, performs the role of a shade. When the apparatus
has been fixed upon its tripod and properly directed, all the operator has to do is
to close the door, P, and raise the mirror, M, by turning the button, B, and then
expose the plate. The sensitized plates are introduced into the apparatus through
the door, I, and are always brought automatically to the focus of the objective
through the pressure of the springs, R. The shutter of the frame, B, opens
through a hook, H, with in the pocket, N. After exposure, each plate is lifted by
means of the extractor, K, into the pocket, whence it is taken by hand and
introduced through a slit, S, behind the springs, R, and the other plates that the
frame contains. All these operations are performed in the interior of the pocket,
N, through the impermeable, triple fabric of which no light can enter.
An automatic marker shows the number of plates exposed. When the operations
are finished, the objective is put back in the interior of the camera, the doors, P
and E, are closed, and the pocket is rolled up. The apparatus is thus hermetically
closed, and, containing all the accessories, forms one of the most practical of
systems for the itinerant photographer.—La Nature.
[EASTMAN] recognized that his roll film could lead to a
revolution if he focused on the experience he wanted to
deliver, an experience captured in his advertising slogan,
“You press the button, we do the rest.”
PHOTOGRAPHERS
THE ASK
Solutions that merely please, serve, meet
the needs/specs, or delight customers don’t
go far enough. They represent yesterday’s
marketing and design paradigms. They
misunderstand innovation’s real impact –
transforming customers.
ENTREPRENEURS
Who does Google ask us to become?
Kodak = Camera > Photographers
eBay = Trading Platform > Entrepreneurs
Google = Search Engine > Expert Researchers
WIERDO
Supersize
UNHEALTHY
Kodak = Camera > Photographers
eBay = Trading Platform > Entrepreneurs
Google = Search Engine > Expert Researchers
but…
Segway = New Vehicle > Weirdo on Scooter
Super Size = Value for Money > Unhealthy person
EXERCISE – FACILITATION
In groups
1. For your scenario, try to answer the question, Who do you
want your customers to become?
COMMUNICATING STRATEGY
DELIBERATE V EMERGENT STRATEGY
Intended
Strategy
Realized
Strategy
Deliberate Strategy
Unrealized
Strategy
Emergent
Strategy
Learned Strategy
Minzberg & Waters. “Of Strategies Deliberate and Emergent” (1985)
“Defining strategy as intended and conceiving it as
deliberate, as has traditionally been done, effectively
precludes the notion of strategic learning. Once the
intentions have been set, attention is riveted on
realizing them, not on adapting them. Messages from
the environment tend to get blocked out. Adding the
concept of emergent strategy…opens the process of
strategy making up to the notion of learning.”
Minzberg & Waters. “Of Strategies Deliberate and Emergent” (1985)
STRATEGIC LEARNING
“Air Sandwich“
Everyone has a plan until you get
punched in the mouth.
MIKE TYSON
STAYING ON TRACK
It’s a dirty little secret: most executives cannot articulate the
objective, scope, and advantage of their business in a
simple statement. If they can’t, neither can anyone else.
DAVID J. COLLIS AND MICHAEL G. RUKSTAD “Can You Say What Your Strategy Is?” Harvard Business Review (2008)
1. Discuss
2. Diagram
3. Document
4. Illustrate
Multiple forms and repetition are essential
COMMUNICATING STRATEGY
• Workshops with mix of stakeholders
• Conduct planned exercises
• Lead discussions and make decisions
1. DISCUSS
2. DIAGRAM
G2W = G2M,
people don‘t
know what
broadcasting is
Make attendee
experience
awesome
Awareness,
education,
socialize
Customer
G2MTW
confusion
Synch and asynch
to cover the
length and
breadth of
market
Mobile
Not easy to video
broadcast
Roles not clear,
labels not clear
Streaming provider
crowding our space
We‘re not preventing
threat of new entry
Space is evolving quickly,
speed and velocity
We don’t capture value
of live event, market not
sustainable
We only extract value
from organizer, not
looking at value chain
Need to learn the
“what”, uncertain
solutions
Expand breadth
to broadcasting
tool
Be integral part
of marketing,
sales flows
Self service
As relevant as
twitter in terms
of being a
megaphone to
the world
People can speak
to the world for
free
Disrupt media,
demand gen
R&D
Infrastructure to
big and
expernsive
Overall attendee
experience
- Easy join;
- Any, any, all;
- Interaction
Agile, iterative
work, better
teamwork
GEO: US, with
some
international
6 languages
Organizers:
content creation,
capturing and
sharing
Iterative
delivery
Acquisitions
Re-invent the
webinar/webcast
/livestream
category
G2MTW
technical
dependenciesDon’t move quick
enough to capture
market value
Superflexible
solutions that
anyone can
develop on
Love the low end
Highlight the
unique value of
G2W
Increase
attendee tNPS
G2W outgrows SF
and G2M
APIs
Separate layers
Explore
Freemium
Tell the G2W
story
Fast, but smart
delivery
Process
Lean Startup and
“true”, iterative
agile
Market
CX / Product
Process / Development
Biz / Steering Team
Oranizers
become
broadcasters
Clarify event
roles
Risk averse
Lack of strategy
Lack of discipline
n teams have
experienced the
G2W roadshow
n new
innovations,
features,
products
launched
Redesign
organizer
experience
R&D
Past and future
vision of G2W
Compile and document elements (~2 pages)
3. DOCUMENT
3. DOCUMENT
PLAYBOOK
Detail each one of the
activities in a playbook
for repeating, consistent
action.
Create artifacts that embody key elements of your strategy
• Prototypes
• Scenarios
• Storyboards
• Videos
4. ILLUSTRATE
EXAMPLE STORYBOARD
EXAMPLE STORYBOARD
On a single piece of paper, summarize your
strategy so far in a diagram to be able to
communicate it to others.
EXERCISE 6: COMMUNICATING
ANALYSIS & PLANNING
Analysis
STRATEGY
Planning
What are some types of activities you
might perform for strategic analysis?
EXERCISE 4: STRATEGIC ANALYSIS
1. Ansoff Matrix
2. Business Model Canvas
3. Experience Mapping
4. Strategy Canvas
5. Concept Diagrams
6. Activity Maps
7. Others
TOOLS
EXISTING NEWEXISTINGNEW
Penetration Innovation
Expansion Diversification
MARKET
OFFERING
Ansoff Matrix
1. TYPES OF GROWTH
EXISTING NEW
EXISTINGNEW
TYPES OF UX STRATEGY
Optimization
(penetration)
Migration
(innovation)
Adaptation
(expansion)
Introduction
(diversification)
TargetUsers
User Experience
1.
Challenges
2
Aspiration
3.
Focus Areas
4.
Principles
5.
Activities
6.
Outcomes
Optimization
Migration
Adaptation
Innovation
TYPES OF UX STRATEGY
BRANDON SCHAUER "The Long Wow" Adaptive Path Blog (2007)
THE LONG WOW
2. BUSINESS MODEL CANVAS
3. MAPPING EXPERIENCES
Individuals
Organization
Value
Individual
Organization
Interactions
CUSTOMER JOURNEY MAP
4. STRATEGY CANVAS
W. CHAN KIM & RENEE MAUBORGNE Blue Ocean Strategy (2005)
STRATEGY CANVAS FOR UX
5. CONCEPT DIAGRAMS
http://www.flickr.com/photos/bryce/58299511/
CUSTOMER VALUE CHAIN
FOCUS AREAS: Domain Model - BBC Wildlife
MIKE ATHERTON, “Beyond the Polar Bear.” http://www.slideshare.net/reduxd/beyond-the-polar-bear
Ad hoc
Session
Audio
Video
Zeus 1.1 (GoTo)
Collabor-
ators
Screen
Sharing
Contacts
Presence
Chat
People
Interactions
Content
Purpose
Context
Tools
Finance
Activity
Workflow
FLAT HIERARCHICAL
1 > 1000
SHORT LONG
# of People
Organization
Interaction Length
Ad hoc
Session
Audio
Video
Zeus 1.2 (GoTo)
Screen
Sharing
Contacts
Presence
Meeting Room
Organizer
Collabor-
ators
Participants
White-
board
Files
Agendas
Notes
Tasks
Meetings
Chat
People
Interactions
Content
Purpose
Context
Tools
Finance
Activity
Workflow
Histories
FLAT HIERARCHICAL
1 > 1000
SHORT LONG
# of People
Organization
Interaction Length
Leave-
Behind
Referral
System
Workspace
Ad hoc
Session
Audio
Video
Zeus 1.3 (GoTo)
Screen
Sharing
Contacts
Presence
Organizer
Collabor-
ators
Participants
White-
board
Files
Agendas
Notes
Tasks
Meetings
Chat
Record-
ings
Leave-
Behind
eCommerce
People
Interactions
Content
Purpose
Context
Tools
Finance
Activity
Workflow
Histories
FLAT HIERARCHICAL
1 > 1000
SHORT LONG
# of People
Organization
Help
Referral
System
Interaction Length
3rd Party
Workspace
Session
Audio
Video
Zeus 2.T (GoTo)
Screen
Sharing
Contacts
Presence
Trainer
RegistrantsWhite-
board
Files
Agendas
Notes
Tasks
Trainings
Co-
trainer
Polling
Histories
/ reports
Hand
Raise
Q&A
Attent-
tion
Others’
screen
displays
Tests,
Surveys
Chat
Record-
ings
eCommerce
Breakouts
Training
Faciliator
People
Interactions
Content
Purpose
Context
Tools
Finance
Activity
Workflow
FLAT HIERARCHICAL
1 > 1000
SHORT LONG
# of People
Organization
Help
Registrant List
&
Management
Interaction Length
Training
fees
Target Market
Sponsor,
stake-
holder
Workspace
Session
Audio
Video
Zeus 2.W (GoTo)
Screen
Sharing
Contacts
Presence
Presenter
RegistrantsWhite-
board
Files
Agendas
Notes
Tasks
Webinars
Co-
presenter
Polling
Histories
/ reports
Hand
Raise
Q&A
Attent-
tion
Chat
Record-
ings
eCommerce
Others’
screen
displays
Faciliator
Webinar
People
Interactions
Content
Purpose
Context
Tools
Finance
Activity
Workflow
FLAT HIERARCHICAL
1 > 1000
SHORT LONG
# of People
Organization
Help
Registrant List
&
Management
Interaction Length
Webinar
fees
Target Market
Sponsor,
stake-
holder
MICHAEL PORTER “What Is Strategy“ Harvard Business Review (1996)
6. ACTIVITY MAP
IKEA Activity Map: UX Overlay
EXAMPLE ACTIVITY MAP
BUILD
MEASURE LEARN
DISCOVER
Card
Sort
Persona
Proto-
types
Wire-
frames
RITE
Prior-
itize
Beta
Kano
Iterate
1. Competitor review
2. Metric analysis
3. Resource assessment
4. Budget review
…
7. OTHER TECHNIQUES
What are some types of planning you might
perform as output of a UX strategy?
What are some specific examples of each?
EXERCISE 5: PLANNING
PRIORITIZATION
Effort
EASY
HARD
Impact
LOW HIGH
Do these
first
Do these
last
Do these
second
Do these
third
PRIORITIZATION: KANO
RIVER DIAGRAM
Sequence of event, not a project plan.
Not a project plan (yet)
PROCESS
Danke schönDanke schönDanke schönDanke schön
@JimKalbach@JimKalbach@JimKalbach@JimKalbach

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Creating a Core Strategy with the UX Strategy Blueprint

  • 1. Defining a Core Strategy with the UX Strategy Blueprint
  • 3. AGENDA 14:00 Understanding strategy 15:00 Blueprint exercise 15:45 Break 16:00 Facilitating Strategy 16:45 Communicating strategy & exercise 17:30 Analysis and Planning 17:30 End
  • 5. “Air Sandwich“ A strategy is a set of hypotheses about cause and effect….and can be expressed by a sequence of if-then statements. ROBERT KAPLAN & DAVID NORTON “Linking the Balanced Scorecard to Strategy” 1996
  • 6. “Air Sandwich“ A good strategy honestly acknowledges the challenges being faced and provides an approach to overcoming them.
  • 7. “Air Sandwich“ At general management’s core is strategy: defining a company’s position, making trade-offs, and forging fit among activities …Strategy renders choices about what not to do as important as the choice about what to do. MICHAEL PORTER “What is strategy?” Harvard Business Review, 1996
  • 9. Building strategy is a creative exercise to design a way of overcoming your key challenges to reach a desired outcome with an interlocking set of choices for consistency in action.
  • 10. Building strategy is a creative exercise to design a way of overcoming your key challenges to reach a desired outcome with an interlocking set of choices for consistency in action.
  • 11. Building strategy is a creative exercise to design a way of overcoming your key challenges to reach a desired outcome with an interlocking set of choices for consistency in action.
  • 12. Building strategy is a creative exercise to design a way of overcoming your key challenges to reach a desired outcome with an interlocking set of choices for consistency in action.
  • 13. Building strategy is a creative exercise to design a way of overcoming your key challenges to reach a desired outcome with an interlocking set of choices for consistency in action.
  • 17. 5 Ps OF STRATEGY 1. Pattern – Trends from the past 2. Position – Desired outcome 3. Perspective – Philosophy of working 4. Ploy – Out-maneuver opposing forces 5. Plan – Course of action
  • 18. 1. What's your winning aspiration? 2. Where will you play? 3. How will you win? 4. What capabilities are needed? 5. How will you manage strategy? 5 STRATEGIC QUESTIONS
  • 19. LAFLEY & MARTIN MINTZBERG KEY QUESTIONS Pattern What are the key challenges? Aspiration Position What are your aspirations? Playing field Perspective What will you focus on? How to win Ploy What are your guiding principles? Capabilities Plan What types of activities are needed? Management How will you measure success? STRATEGIC QUESTIONS
  • 21. So, what the heck is UX strategy?
  • 22. “Air Sandwich“ But these choices beget more choices in the rest of the organization… Each level in the organization has its own strategic choice cascade.
  • 23. HIERARCHY OF STRATEGY Corporate Strategy Brand Strategy Product Strategy UX Strategy As strategy cascades down, its specificity reduces. A subordinate strategy is needed when superordinate strategies don’t provide clarity.
  • 24. UX STRATEGY UX strategy helps the business solve its problems through an interlocking set of choices that coordinates UX activity for a desired experience.
  • 28. ELEMENT BUSINESS STRATEGY Challenges Losing customers and revenue due to disruption and slipping market relevance Aspiration Reinvent the business to maintain leadership Focus Areas • Global • Research institutions • Online channels • Social media Guiding Principles Leverage scale and authority to win Activities • Acquire • Innovate business model • Refresh brand • Build expertise in social Outcomes Retention Revenue Einstein Media Co. Worldwide leader in scientific publishing
  • 29.
  • 30. Ethnography Workflow models, touchpoint maps Guidelines and governance Enable users to be discoverers of scientific breakthroughs Modular, ubiquitous, but familiar formats Organize and design across workflows Satisfaction (SUS) % of UIs that comply to guidelines End consumers Communities, social Information interaction: finding & publishing
  • 31. Desired experience and impact on users’ lives Desired experience and impact on users’ lives
  • 33. ASPIRATION What is the impact you aspire to have on people to transform their behaviors, experiences and lives?
  • 34. 1. USERS Segments Needs, behaviors Workflows Skill levels: average vs extreme users 2. GEOGRAPHY Countries Languages Cultures 3. EXPERIENCES Websites, Software Devices, Hardware Service touchpoints Cross channel 4. ASPECTS OF UX IA IxD Visual Design Content Effectiveness, efficiency, control, learnability, memorability Also: Interruptibility, shareability, glanceability, findability, … FOCUS AREAS Picking focus areas is about making decisions on trade-offs in advance.
  • 35. PRINCIPLES • Single words or short phase • Imperatives to the team • Easy to remember and repeat • Pneumonics What mantras will guide the team?
  • 38. What are the TYPES of tasks you will carry out? • Ethnography • Personas • Journey mapping • Wireframing • Prototyping • Design exploration • Pattern, style guides • Research • Lean UX • Beta testing • Rapid prototyping • Benchmarking • Analytics • ... ACTIVITIES
  • 39. Align to business outcomes OUTCOMES 1. Increase revenue 2. Decrease cost 3. Increase new business 4. Increase existing business 5. Increase shareholder value Jared Spool: “UX means business” https://www.youtube.com/watch?v=hEyUe4q_pOk = Growth
  • 40. EXAMPLE OUTCOMES • Deliver a high quality user experience that: • Improves customer satisfaction by 25% • Increases active usage by a factor of 2 • Drive preference: 80% of users select the new solution • Maintain consistency across touchpoints • 80% of UIs pass a “consistency check“ • Optimize our design processes • Shorten design time by 25%
  • 41.
  • 42. EXERCISE 2 – DEFINE CORE UX STRATEGY In groups 1. Refer to the scenario 2. On the UX Strategy Blueprint, record key points for each element of the UX strategy. Write down a few keywords or phrase for each that reflect a viable approach. 3. Skip elements that are unknown or make assumptions as needed.
  • 44. Why do we need UX strategy?
  • 45.
  • 46. “You’ve got to start with the customer experience and work backwards to the technology.” STEVE JOBS (1997)
  • 47. Today, you need to build a better ecosystem that continues to be perceived as better and that somehow generates revenue in a world where customers expect things to be free.
  • 48. 1. Shift in business 2. Ecosystem design 3. “Air sandwich“ WHY UX STRATEGY
  • 49. “Air Sandwich“ An Air Sandwich is a strategy that has a clear vision and future direction on the top layer, day-to-day action on the bottom, and virtually nothing in the middle–no meaty key decisions that connect the two layers. NILOFER MERCHANT
  • 50. 1. Shift in business 2. Ecosystem design 3. “Air sandwich“ 4. Large org with dependencies 5. Migrations and acquisitions WHY UX STRATEGY
  • 56. CHALLENGES: SAILBOAT What’s holding us back now? What would make us go faster? What might get in our way ahead?
  • 57. FOCUS AREAS: WHAT‘S ON YOUR RADAR? 1. Define the key areas of concern 2. Brainstorm examples and aspects for each 3. Prioritize by primary, secondary, tertiary Users Experiences Geographies Aspects of UX
  • 58. PRINCIPLES: 4 Ps In marketing, the 4 Ps describe the key factors to consider • Product • Price • Promotion • Place (distribution) Find a letter than can be used for 3-5 words defining your mantras
  • 60. OUTCOMES: PIRATE METRICS Acquisition Activation Retention Referral Revenue 1. Brainstorm each individually 2. Consolidate across the group 3. Prioritize and select most important Dave McClure: http://www.expectedbehavior.com/experiments/pirate_metrics/
  • 62. circa 1886 Scientific American Supplement, No. 530, February 27, 1886 “A NEW PHOTOGRAPHIC APPARATUS” This apparatus consists of a box containing a camera, A, and a frame, C, containing the desired number of plates, each held in a small frame of black Bristol board. The camera contains a mirror, M, which pivots upon an axis and is maneuvered by the extreme bottom, B. This mirror stops at an angle of 45°, and sends the image coming from the objective to the horizontal plate, D, at the upper part of the camera. The image thus reflected is righted upon this plate. As the objective is of short focus, every object situated beyond a distance of three yards from the apparatus is in focus. In exceptional cases, where the operator might be nearer the object to be photographed, the focusing would be done by means of the rack of the objective. The latter can also slide up and down, so that the apparatus need not be inclined when buildings or high trees are being photographed. The door, E, performs the role of a shade. When the apparatus has been fixed upon its tripod and properly directed, all the operator has to do is to close the door, P, and raise the mirror, M, by turning the button, B, and then expose the plate. The sensitized plates are introduced into the apparatus through the door, I, and are always brought automatically to the focus of the objective through the pressure of the springs, R. The shutter of the frame, B, opens through a hook, H, with in the pocket, N. After exposure, each plate is lifted by means of the extractor, K, into the pocket, whence it is taken by hand and introduced through a slit, S, behind the springs, R, and the other plates that the frame contains. All these operations are performed in the interior of the pocket, N, through the impermeable, triple fabric of which no light can enter. An automatic marker shows the number of plates exposed. When the operations are finished, the objective is put back in the interior of the camera, the doors, P and E, are closed, and the pocket is rolled up. The apparatus is thus hermetically closed, and, containing all the accessories, forms one of the most practical of systems for the itinerant photographer.—La Nature.
  • 63.
  • 64. [EASTMAN] recognized that his roll film could lead to a revolution if he focused on the experience he wanted to deliver, an experience captured in his advertising slogan, “You press the button, we do the rest.”
  • 66. THE ASK Solutions that merely please, serve, meet the needs/specs, or delight customers don’t go far enough. They represent yesterday’s marketing and design paradigms. They misunderstand innovation’s real impact – transforming customers.
  • 67.
  • 69. Who does Google ask us to become?
  • 70. Kodak = Camera > Photographers eBay = Trading Platform > Entrepreneurs Google = Search Engine > Expert Researchers
  • 71.
  • 74. Kodak = Camera > Photographers eBay = Trading Platform > Entrepreneurs Google = Search Engine > Expert Researchers but… Segway = New Vehicle > Weirdo on Scooter Super Size = Value for Money > Unhealthy person
  • 75. EXERCISE – FACILITATION In groups 1. For your scenario, try to answer the question, Who do you want your customers to become?
  • 77. DELIBERATE V EMERGENT STRATEGY Intended Strategy Realized Strategy Deliberate Strategy Unrealized Strategy Emergent Strategy Learned Strategy Minzberg & Waters. “Of Strategies Deliberate and Emergent” (1985)
  • 78. “Defining strategy as intended and conceiving it as deliberate, as has traditionally been done, effectively precludes the notion of strategic learning. Once the intentions have been set, attention is riveted on realizing them, not on adapting them. Messages from the environment tend to get blocked out. Adding the concept of emergent strategy…opens the process of strategy making up to the notion of learning.” Minzberg & Waters. “Of Strategies Deliberate and Emergent” (1985) STRATEGIC LEARNING
  • 79. “Air Sandwich“ Everyone has a plan until you get punched in the mouth. MIKE TYSON
  • 81.
  • 82. It’s a dirty little secret: most executives cannot articulate the objective, scope, and advantage of their business in a simple statement. If they can’t, neither can anyone else. DAVID J. COLLIS AND MICHAEL G. RUKSTAD “Can You Say What Your Strategy Is?” Harvard Business Review (2008)
  • 83. 1. Discuss 2. Diagram 3. Document 4. Illustrate Multiple forms and repetition are essential COMMUNICATING STRATEGY
  • 84. • Workshops with mix of stakeholders • Conduct planned exercises • Lead discussions and make decisions 1. DISCUSS
  • 86. G2W = G2M, people don‘t know what broadcasting is Make attendee experience awesome Awareness, education, socialize Customer G2MTW confusion Synch and asynch to cover the length and breadth of market Mobile Not easy to video broadcast Roles not clear, labels not clear Streaming provider crowding our space We‘re not preventing threat of new entry Space is evolving quickly, speed and velocity We don’t capture value of live event, market not sustainable We only extract value from organizer, not looking at value chain Need to learn the “what”, uncertain solutions Expand breadth to broadcasting tool Be integral part of marketing, sales flows Self service As relevant as twitter in terms of being a megaphone to the world People can speak to the world for free Disrupt media, demand gen R&D Infrastructure to big and expernsive Overall attendee experience - Easy join; - Any, any, all; - Interaction Agile, iterative work, better teamwork GEO: US, with some international 6 languages Organizers: content creation, capturing and sharing Iterative delivery Acquisitions Re-invent the webinar/webcast /livestream category G2MTW technical dependenciesDon’t move quick enough to capture market value Superflexible solutions that anyone can develop on Love the low end Highlight the unique value of G2W Increase attendee tNPS G2W outgrows SF and G2M APIs Separate layers Explore Freemium Tell the G2W story Fast, but smart delivery Process Lean Startup and “true”, iterative agile Market CX / Product Process / Development Biz / Steering Team Oranizers become broadcasters Clarify event roles Risk averse Lack of strategy Lack of discipline n teams have experienced the G2W roadshow n new innovations, features, products launched Redesign organizer experience R&D Past and future vision of G2W
  • 87. Compile and document elements (~2 pages) 3. DOCUMENT
  • 89.
  • 90.
  • 91. PLAYBOOK Detail each one of the activities in a playbook for repeating, consistent action.
  • 92. Create artifacts that embody key elements of your strategy • Prototypes • Scenarios • Storyboards • Videos 4. ILLUSTRATE
  • 95. On a single piece of paper, summarize your strategy so far in a diagram to be able to communicate it to others. EXERCISE 6: COMMUNICATING
  • 98. What are some types of activities you might perform for strategic analysis? EXERCISE 4: STRATEGIC ANALYSIS
  • 99. 1. Ansoff Matrix 2. Business Model Canvas 3. Experience Mapping 4. Strategy Canvas 5. Concept Diagrams 6. Activity Maps 7. Others TOOLS
  • 100. EXISTING NEWEXISTINGNEW Penetration Innovation Expansion Diversification MARKET OFFERING Ansoff Matrix 1. TYPES OF GROWTH
  • 101. EXISTING NEW EXISTINGNEW TYPES OF UX STRATEGY Optimization (penetration) Migration (innovation) Adaptation (expansion) Introduction (diversification) TargetUsers User Experience
  • 103. BRANDON SCHAUER "The Long Wow" Adaptive Path Blog (2007) THE LONG WOW
  • 104. 2. BUSINESS MODEL CANVAS
  • 108. W. CHAN KIM & RENEE MAUBORGNE Blue Ocean Strategy (2005)
  • 112. FOCUS AREAS: Domain Model - BBC Wildlife MIKE ATHERTON, “Beyond the Polar Bear.” http://www.slideshare.net/reduxd/beyond-the-polar-bear
  • 113. Ad hoc Session Audio Video Zeus 1.1 (GoTo) Collabor- ators Screen Sharing Contacts Presence Chat People Interactions Content Purpose Context Tools Finance Activity Workflow FLAT HIERARCHICAL 1 > 1000 SHORT LONG # of People Organization Interaction Length
  • 114. Ad hoc Session Audio Video Zeus 1.2 (GoTo) Screen Sharing Contacts Presence Meeting Room Organizer Collabor- ators Participants White- board Files Agendas Notes Tasks Meetings Chat People Interactions Content Purpose Context Tools Finance Activity Workflow Histories FLAT HIERARCHICAL 1 > 1000 SHORT LONG # of People Organization Interaction Length Leave- Behind Referral System
  • 115. Workspace Ad hoc Session Audio Video Zeus 1.3 (GoTo) Screen Sharing Contacts Presence Organizer Collabor- ators Participants White- board Files Agendas Notes Tasks Meetings Chat Record- ings Leave- Behind eCommerce People Interactions Content Purpose Context Tools Finance Activity Workflow Histories FLAT HIERARCHICAL 1 > 1000 SHORT LONG # of People Organization Help Referral System Interaction Length 3rd Party
  • 116. Workspace Session Audio Video Zeus 2.T (GoTo) Screen Sharing Contacts Presence Trainer RegistrantsWhite- board Files Agendas Notes Tasks Trainings Co- trainer Polling Histories / reports Hand Raise Q&A Attent- tion Others’ screen displays Tests, Surveys Chat Record- ings eCommerce Breakouts Training Faciliator People Interactions Content Purpose Context Tools Finance Activity Workflow FLAT HIERARCHICAL 1 > 1000 SHORT LONG # of People Organization Help Registrant List & Management Interaction Length Training fees Target Market Sponsor, stake- holder
  • 117. Workspace Session Audio Video Zeus 2.W (GoTo) Screen Sharing Contacts Presence Presenter RegistrantsWhite- board Files Agendas Notes Tasks Webinars Co- presenter Polling Histories / reports Hand Raise Q&A Attent- tion Chat Record- ings eCommerce Others’ screen displays Faciliator Webinar People Interactions Content Purpose Context Tools Finance Activity Workflow FLAT HIERARCHICAL 1 > 1000 SHORT LONG # of People Organization Help Registrant List & Management Interaction Length Webinar fees Target Market Sponsor, stake- holder
  • 118. MICHAEL PORTER “What Is Strategy“ Harvard Business Review (1996) 6. ACTIVITY MAP
  • 119. IKEA Activity Map: UX Overlay EXAMPLE ACTIVITY MAP
  • 121. 1. Competitor review 2. Metric analysis 3. Resource assessment 4. Budget review … 7. OTHER TECHNIQUES
  • 122. What are some types of planning you might perform as output of a UX strategy? What are some specific examples of each? EXERCISE 5: PLANNING
  • 123. PRIORITIZATION Effort EASY HARD Impact LOW HIGH Do these first Do these last Do these second Do these third
  • 125. RIVER DIAGRAM Sequence of event, not a project plan.
  • 126. Not a project plan (yet) PROCESS
  • 127. Danke schönDanke schönDanke schönDanke schön @JimKalbach@JimKalbach@JimKalbach@JimKalbach