Product Design Strategy
Richard Banfield
Spring 2018
welcome
Why We’re Here
Prologue
Product organizations still use features
and plans as a substitute for coherent
product strategy. This is causing
frustration for product teams and
confusion for customers.
Problem
Customers want experiences, not features.
We believe that aligning and structuring
teams around customer’s experiences
results in a healthier product organization.
Hypothesis
What activities will you be
participating in during this workshop?
Explore the evolving role of product designer.
1.
team
Understanding where your company
sits on the product and digital evolution
scale, and what this means for you.
2.
Learn how high-performing product
teams align their product vision, strategy
and priorities to deliver results.
3.
Develop a model to reliably select the
right priorities and metrics to measure the
performance of your product design.
4.
Understanding how to use
customer feedback to drive results
and unblock obstacles.
5.
Learn how to work with others on
your team to navigate through the
inevitable challenge of change.
6.
You will leave with a greater understanding
of your value, your role and your influence
in the product organization.
Outcome
Context
Chapter One
User experience design.
BOS
EXPERIENCES
ONE YEAR
61 MAJOR EXPERIENCES
“…not around process but rather
organizing humans in a way that
allows us all the opportunity to remain
adaptable in a changing environment”
NATE WALKINGSHAW
TRUST
The key insight from
interviewing hundreds
of companies:
You can’t create
product leadership
from the bottom up.
The Product Organization
Chapter Two
“Top-down, command-and-control organizations
with billions of dollars and thousands of
employees are getting their butts kicked by small,
agile teams with only a handful of employees,
informal org structures and very little resources.”
True or False?
“Top-down, command-and-control organizations
with billions of dollars and thousands of
employees are getting their butts kicked by small,
agile teams with only a handful of employees,
informal org structures and very little resources.”
True or False?
The randomness of hand-crafting products
was replaced by a predictable approach.
Factories full of unskilled workers could
start making things with greater scale,
frequency and precision.
Command Model
Command Model
 Individual skills networked into a cross-
functional group yield fast results. The
networked arrangement of teams makes it
easy to replace lost members or continue
without any supervision.
Team Model
Team Model
Do the advantages of the small unit
disappear when you grow?
Can Teams Scale?
6 minutes
Can Product Teams Scale?
 Individual skills networked into a cross-
functional group yield fast results. The
networked arrangement of teams makes it
easy to replace lost members or continue
without any supervision.
Team Model
Command vs. Team
Commands set clear
‘North Star’ goals.
Optimization of assets,
accountability, long-term
planning and the
development of talent.
Teams and small units are
unmatched for their
agility of performance,
their ability to make non-
linear decisions and
innovate on the fly.
Mutually Exclusive?
The Hybrid Organization
Chapter Three
Combines the best of the top-down
organization with the agility of the team model.
Hybrid Model
Strategic Ops
Product Ops
Tactical Ops
Executive
Product Leadership
Product Experience Teams
Executive
Product Leadership
Product Experience Teams
Working on your own, list the assumptions and
facts you have about your product team and
organization. One item per Post-it.
Instructions
6 minutes
Assumptions are statements,
communicated as if they are facts but
have no evidence to support them.
Assumptions
Instructions
Facts Assumptions
Which assumptions about our teams and
organizations are clouding our judgement
or making it harder to make changes?
What Can Hurt Us?
10 minutes
The Stages of Learning
Chapter Four
Stages of Learning
Unconscious
Incompetent
Conscious
Incompetent
Conscious
Competent
Unconscious
Competent
Stage 1 Stage 2 Stage 3 Stage 4
We don’t know
what we don’t
know. Bliss!
We know what
we don’t know.
Panic!
We have a
process but it’s
still an effort to
produce quality.
We do the right
thing without
thinking about it.
Source: Noel Burch
Stages of “UX” Learning
Unconscious
Incompetent
Conscious
Incompetent
Conscious
Competent
Unconscious
Competent
Stage 1 Stage 2 Stage 3 Stage 4
Occasional UX
or innovation
projects. No
dedicated
internal teams.
No metrics.
Silos of internal
UX & innovation
teams. Seeing
positive ROI on
small projects.
Integrated,
cross-functional
teams. Fluent in
UX. Measuring
ROI against
strategic goals.
Adapted by: Jared Spool
No customer
focused vision or
resources. Focus
is on business
and IT only.
Where on the continuum of
learning is your organization?
Evaluate
2 minutes
Unconscious
Incompetent
Conscious
Incompetent
Conscious
Competent
Unconscious
Competent
Stage 1 Stage 2 Stage 3 Stage 4
Where on the continuum of
learning is your team?
Evaluate
2 minutes
Unconscious
Incompetent
Conscious
Incompetent
Conscious
Competent
Unconscious
Competent
Stage 1 Stage 2 Stage 3 Stage 4
This might be the CEO
Where on the continuum of
learning are you?
Assess
2 minutes
Unconscious
Incompetent
Conscious
Incompetent
Conscious
Competent
Unconscious
Competent
Stage 1 Stage 2 Stage 3 Stage 4
How do you go from here to here?
Unconscious
Incompetent
Conscious
Incompetent
Conscious
Competent
Unconscious
Competent
Stage 1 Stage 2 Stage 3 Stage 4
What examples have you seen where
teams or companies have moved
from one stage to the next stage?
Real World
10 minutes
Vision & Strategy
Chapter Five
Write down your company’s
mission and vision.
Mission & Vision
3 minutes
A mission is essential but insufficient.
For teams to be effective they need
ownership over the product level vision
and implementation of that vision.
Mission vs. Product Vision
HOW?
CREATING PROGRESS THROUGH TECHNOLOGY
THAT LIFTS THE HUMAN CONDITION.
TO ACCELERATE THE WORLD’S
TRANSITION TO SUSTAINABLE ENERGY.
WTF?!?
“We choose to go to the moon in this
decade and do the other things, not because
they are easy, but because they are hard,
because that goal will serve to organize and
measure the best of our energies and skills”
Having an unattainable or aspirational
mission is very important. Having a very
tangible vision is the opposite. It must
be something you can almost see.
Mission vs. Vision
Good Product Vision
Objective
Future
Problem
Shared
Concrete
Timeless
It’s not about you.
Describes a better world.
Focuses on pain points.
Relevant to customers and teams.
Clear end state.
Agnostic of temp tech and trends.
Product Vision
Today, when __________________ want to
________________, they have to _________________.
This is unacceptable because ____________________.
We envision a world where _____________________.
We’re bringing this world about through ____________.
identified group
desirable outcome current option(s)
shortcomings of option(s)
shortcomings are resolved
approach
Today, when the sick, pregnant, dying and disabled, want to have a successful
birth, care, treatment and support, they have to, get insurance, follow the
rules and protocols, find providers that are covered and accessible, and find a
way to apply the diagnosis, while finding transportation, time off work, etc.
This is unacceptable because it is costly, disruptive and frequently harmful.
We envision a world where issues are predicted, interventions are delivered
where the patient is in control, there are fewer mistakes, fewer misses and
less harm, and problems are prevented and health promoted.
We’re bringing this world about by designing new business models and
market places, aggregating analysis and acting on information, which closes
the loop on better prediction and adjustments.
Example
Write a Product Vision to guide your
product team as it exists today.
Instructions
10 minutes
Product Vision
Today, when __________________ want to
________________, they have to _________________.
This is unacceptable because ____________________.
We envision a world where _____________________.
We’re bringing this world about through ____________.
identified group
desirable outcome current option(s)
shortcomings of option(s)
shortcomings are resolved
approach
Write a Product Vision to guide your
product team without any of the
constraints you experience today.
Instructions
10 minutes
Product Vision
Today, when __________________ want to
________________, they have to _________________.
This is unacceptable because ____________________.
We envision a world where _____________________.
We’re bringing this world about through ____________.
identified group
desirable outcome current option(s)
shortcomings of option(s)
shortcomings are resolved
approach
Combine the best of these Product
Visions into a single Product Vision.
Instructions
6 minutes
Product Vision
Today, when __________________ want to
________________, they have to _________________.
This is unacceptable because ____________________.
We envision a world where _____________________.
We’re bringing this world about through ____________.
customer segment
desirable outcome current option(s)
shortcomings of option(s)
shortcomings are resolved
approach
Executive
Product Leadership
Product Experience Teams
Product Vision can come from senior
leadership, but ownership,
implementation and the ability to change
the vision stays at the team level.
Who Owns Vision?
Mission
Product Vision & Strategy
Values & Metrics
??
1
Mission
Product Vision & Strategy
Values & Metrics
2
Structure As Strategy
Chapter Six
A fancy way of saying, “This is how we
will behave everyday in order to
achieve the vision we have agreed to,
even when things don’t go as planned”.
What Is Strategy?
How we behave and adapt is a
function of our group structure and
our understanding of our situation.
Structured For Adaption
MOMENTUM
TIME
“THIS IS GOING TO
BE GREAT.”
“WHOA, THAT TOOK MUCH
LONGER THAN EXPECTED”
“NOBODY SAID
IT WOULD BE
THIS HARD”
“HANG ON, THIS
ISN’T RIGHT.”
SCOTT BELSKY
MOMENTUM
TIME
SCOTT BELSKY
“THIS IS GOING TO
BE GREAT.”
“WHOA, THAT TOOK MUCH
LONGER THAN EXPECTED”
“NOBODY SAID
IT WOULD BE
THIS HARD” “CRAP”
“PHEW!”
“WHAT NOW?”
“YASS!”
“WTF!”
“$$$!”
“SERIOUSLY??”
“HANG ON, THIS
ISN’T RIGHT.”
MOMENTUM
TIME
“THIS IS GOING TO
BE GREAT.”
“NOBODY SAID
IT WOULD BE
THIS HARD”
“HANG ON, THIS
ISN’T RIGHT.”
“THINGS DIDN’T GO
AS PLANNED”
MOMENTUM
TIME
VISION
MOMENTUM
TIME
STRATEGY
VISION
Strategy: Structure + Understanding
Real Customer Pain Points
Experience Design
Capabilities
Logistics
The Product Strategy
Chapter Eight
The Big Questions
Real Pain Points: What are we solving?
Design the Experience: What’s the product?
Capabilities: Why can we deliver on this?
Logistics: How do we get it into their hands?
What validated problems will your
product solve for your customers?
Instructions
4 minutes
What will be the most important touch
points, the emotional journey and brand
promise of your product experience?
Instructions
8 minutes
What do you have that makes you ideal to
create this product? What tech, expertise,
partnerships exist? What’s missing?
Instructions
8 minutes
How will your product experience find its
way to your customers? How will you
support that? Who pays for it, and how?
Instructions
8 minutes
The Risks
What are the obstacles to product success?
These are Tech/Ops, Legal/Regulatory,
Financial, Personnel and Stakeholder risks.
In other words, can we sustain this product?
Assembling The Parts
Map the Real Pain Points, Design, Capabilities
and Logistics against the greatest risks.
This requires us doing two things:
Developing a Sustainability Statement
and
Mapping the risks against our Product Vision.
Sustainability
Currently, the greatest risk to our product’s existent is
that ______________ . If this happens, we won’t be able
to continue because ________________. This will most
likely come true if _________________. Factors that
help us mitigate that risk are ____________________.
consequences of risk
factors that amplify risk
factors that decrease risk
greatest risk
Sustainability
Good vision fit but
likely unsustainable
Good vision fit
and sustainable
Poor vision fit
& unsustainable
Building vision debt
but sustainable
Write your own sustainability statement.
Instructions
8 minutes
Sustainability
Currently, the greatest risk to our product’s existent is
that ______________ . If this happens, we won’t be able
to continue because ________________. This will most
likely come true if _________________. Factors that
help us mitigate that risk are ____________________.
consequences of risk
factors that amplify risk
factors that decrease risk
greatest risk
Review all the elements of the Real Pain
Points, Design, Capabilities and Logistics,
so you can map them against the risk.
Instructions
8 Minutes
Sustainability
Good vision fit but
likely unsustainable
Good vision fit
and sustainable
Poor vision fit
& unsustainable
Building vision debt
but sustainable
A Better Human Interface
Chapter Seven
People Before Process
MEN WANTED
for hazardous journey, small wages,
bitter cold, long months of complete
darkness, constant danger, safe
return doubtful, honor and
recognition in case of success.
Ernest Shackleton 4 Burlington st.
Ultimate Empathy
Collective consciousness, collective
conscience, or collective conscious is the
set of shared beliefs, ideas and moral
attitudes which operate as a unifying force
within an organization.
Structured For Speed
Product Experience Team
Walkingshaw created autonomous cross-
functional, co-located teams, which they
call, Product Experience Teams, they were
able to develop an environment where the
teams would have power over their actions
as they stepped towards that bigger mission.
Product Experience Team
Engineer
Domain Expert
Researcher
Developer
Product Manager
UI Designer
UX Strategist
Product Experience Team
Seek a high degree of diversity in skills,
background and experience. Why? It
generates “creative tension”. Easier to
identify weaknesses and assess skills.
Faster decision making. More velocity.
Team Diversity
Silos vs. PXTs
Silos vs. PXTs
Mutually exclusive and collectively exhaustive Imperfect but shared
Product Experience Team
Domain Expert
Guides & Guardrails
Vision
Strategy
Priorities
Metrics
Values
Behavior
Vision
Strategy
Priorities
Metrics
Values
Behavior
“Why are we doing this?”
“What do we need to do to achieve that?”
“What do we do first?”
“How do we know we’re being successful?”
“What agreements make us better?”
“What actions demonstrate understanding?”
Guides & Guardrails
MOMENTUM
TIME
STRATEGY
VISION
Values
KNOW EACH OTHER’S WORLD
LIVE IN REALITY
EMBRACE SCIENTIFIC THINKING
LEAD WITH HUMILITY
BE VULNERABLE
RESPECT EACH OTHER
Product Vision
Product Strategy
Priorities
Metrics
Values
Behavior
Mission
Vision
Product Vision
Product Strategy
Priorities
Metrics
Values
Behavior
Mission
Vision
Product Strategy
Priorities
Metrics
Mission
Vision
Product Vision
Product Strategy
Priorities
Metrics
Values
Behavior
Mission
Vision
1
Product Vision
Product Strategy
Priorities
Metrics
Values
Behavior
Mission
Vision
1
2
Shared Consciousness
Intraday Daily Weekly Quarterly
Company Wide
Executive Leaders
Product Leaders
Product Team
Slack & email
Slack & email
Co-located,
Slack & email
Team Stand-ups
Task Team +
Slack & email
Lunches &
Town Halls
Experience
Team Meeting
CPO + CEO
Demo Day
All Hands
Meeting
Offsite
Offsite
Offsite
Co-located,
Slack & email
Co-located,
Slack & email
Co-located,
Slack & email
Design a calendar of communication
for your team and company that would
increase shared consciousness.
Instructions
8 minutes
Work with your team to develop a set of
values and establish a shared language for
how to describe frequently occurring
problems and bottlenecks.
Homework
On your own time
Connecting The Dots
Chapter Nine
Alignment is not a new idea. Strategic visions
are not new. Team structures are not new.
What’s new is that product teams are taking
ownership of their vision and execution,
which gets them better support for resource
requests from the larger org.
Groundbreaking?
Engineer
Domain Expert
Researcher
Developer
Product Manager
UI Designer
UX Strategist
Product Experience Team
Product Vision
Today, when __________________ want to
________________, they have to _________________.
This is unacceptable because ____________________.
We envision a world where _____________________.
We’re bringing this world about through ____________.
customer segment
desirable outcome current option(s)
shortcomings of option(s)
shortcomings are resolved
approach
Product Strategy
Vision
Strategy
Priorities
Metrics
Values
Behavior
“Why are we doing this?”
“What do we need to do to achieve that?”
“What do we do first?”
“How do we know we’re being successful?”
“What agreements make us better?”
“What actions demonstrate understanding?”
MOMENTUM
TIME
STRATEGY
VISION
CUSTOMER SEGMENT
PRODUCT
CONTENT
EXPERIENCE
GEOGRAPHY
CHANNEL
VALUE CHAIN
NEW BUSINESS
MILITARY
GOVERNMENT
HEALTHCARE
EDUCATION
BUSINESS
CHANNELS
ASSESSMENTS
ANALYTICS
DASHBOARD
COURSES
NOVICE
PROFICIENT
PRO
VETERAN
LEGEND
WWWMARKET3RD PARTYSOCIAL INTERNAL
CUSTOMER SEGMENT
PRODUCT
CONTENT
EXPERIENCE
GEOGRAPHY
CHANNEL
VALUE CHAIN
NEW BUSINESS
MILITARY
GOVERNMENT
HEALTHCARE
EDUCATION
BUSINESS
CHANNELS
ASSESSMENTS
ANALYTICS
DASHBOARD
COURSES
NOVICE
PROFICIENT
PRO
VETERAN
LEGEND
WWWMARKET3RD PARTYSOCIAL INTERNAL
Team Now Next Later
Integrated Roadmap
Initiatives
Group the strategic items in the
sustainability matrix under initiatives and
assign to responsible team members.
Homework
On your own time
Unconscious
Incompetent
Conscious
Incompetent
Conscious
Competent
Unconscious
Competent
Product Vision
Product Strategy
Priorities
Metrics
None or
Company Mission
Obsessive Sales
Disorder
None or Reactive
Dept. P&L
Product Focused
Scrum-Theatre
Rigid Strategy
Service or
Product P&L
Problem
Centered
Thematic
Roadmap
Aligned with
Capabilities
Unit Economics
Customer
Focused
Seamless
Feedback
Integration
Universally
Integrated
Hypothesis
Driven Metrics
Stage 4Stage 1 Stage 2 Stage 3
Stage vs. Strategy
Analyze where you, your team and your
organization are on the learning continuum
and design an appropriate learning strategy.
Homework
On your own time
Activities Hypotheses Key Metrics Lessons
Execution
Roadmap
Milestones
Now
Next
Later
With your team, decide the actions to be
taken, the expected results, how you’ll
measure and learn from the result.
Homework
On your own time
MARTIN ERIKSSON
“It’s not the steps, it’s
the mindset”
Radical Product
richard@freshtilledsoil.com
@rmbanfield
@freshtilledsoil
#designsprint
richard@freshtilledsoil.com
@rmbanfield
www.productleadershipbook.com
www.radicalproduct.com
thank you

Product Design Strategy UXLX 2018 (Public Version)