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2
 Welcome to Day 2 of Opticon!
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Kris McKee
Senior Product Manager
Rebecca Bruggman
Staff Technical Program Manager
Program Management 101:
Best Practices from
Optimizely-on-Optimizely
4
Experimentation is the
next great business
transformation
The Surprising
Power of Online
Experiments
“Our success is a function of
how many experiments we
do per year, per month, per
week, per day.”
Jeff Bezos
“Our company culture
encourages experimentation
and free flow of ideas.”
Larry Page
“One of the things I’m most
proud of, and I think what is
the key to our success, is
the testing framework we’ve
built.”
Mark Zuckerberg
“Instead of saying ‘I have an
idea,’ what if you said ‘I have
a new hypothesis, let’s go
test it.’ ”
Satya Nadella
5
Experimentation velocity is an
indicator of unlocked potential
What HBR says:
“Growth takes off once the experimentation platform
allows a user to take part in multiple experiments at
the same time, supporting virtually unlimited
concurrent tests.”
What Forrester says:
“Insights-driven businesses are growing by more than
30% annually and are on track to earn $1.8 trillion by
2021.”
What MIT Sloan says:
“Digital experimentation should not be a
‘once and done’ effort. Rather, it is about developing
a culture of experimentation in which new business
ideas are continually tried and tested. Build and iterate
on the successes, and learn from the failures.”
6
Implementing a complete program may seem like this ...
7
… but, challenges are manageable with right strategy & tools
Coordination
As you scale, coordinating across
additional teams and stakeholders
becomes more and more difficult
Resources
Time, people, and effort is wasted
duplicating and reinventing different
processes
Prioritization
Ideation can be siloed leading to
inefficient prioritization and execution
Oversight & knowledge sharing
Lack of executive oversight can lead to serious
problems in a global organization
8
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Combine a foundation of mindset and goal setting for
experimentation program success
9
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Framework for experimentation program success
10
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Framework for experimentation program success
11
● Implement ‘test and learn’ decision
making
● Base all decisions on data
● Understand the “why” behind your
data by asking the right questions
● Avoid complacency through
continuous iteration
Build a foundation of
culture and mindset
12
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Framework for experimentation program success
13
Velocity & Win Rate
Testing velocity
lets you measure
your team’s
operational
performance
Measure Program
Win rate helps
teams measure
the quality of their
hypothesis and
impact to the
business
14
Using Program
Reporting Right
● Set monthly, quarterly, and annual
goals for performance
● Measure and report on a monthly
basis
● Re-assess on an annual basis
● Integrate the learnings into daily
operations of your work
15
Some things you may learn:
● Some teams are more effective than
others in moving an idea to an
experiment
● Win rates may be significantly lower on
certain pages of your site
● Testing velocity may slow around
holidays
● Certain experiment strategies work
more effectively
Insights on your
program
16
As you begin to understand your
program:
● Track how win rate and velocity
impact your overall program value
● Think about ROI and where you
can maximize return
● Take a portfolio approach to your
experimentation program
Assessing
Opportunity
17
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Framework for experimentation program success
18
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Framework for experimentation program success
19
● Train teams on how to write a
hypothesis
● The best hypothesis are rooted in
data and deep insights into your
business
● By systematic: create a process
for submission, scoring, and
acceptance
● Give constructive feedback
Democratize (good)
ideation
20
Capture Ideas
Give structure to testing
backlog by categorizing
ideas by site / page
Collaborate widely
Always start with a
hypothesis - give teams
examples of what a good
one looks like
Naming conventions can
help keep things organized
and easy to report
21
Capture Ideas with Slack
Integrate your Slack
instance to make idea
capturing easy
Collaborate Widely
Allow your collaborators to
work where they spend the
most time - Slack
22
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Framework for experimentation program success
23
● Set expectations by answering
why, when, where, who and how
of each idea
● Define primary, secondary, and
monitoring goals
● Calculate your min detectable
effect (MDE) to determine if results
will be valuable enough to justify
cost
Define your
experiment
24
Commenting
Give structure to testing
backlog by categorizing
ideas by site / page
Prioritize backlog
Always start with a
hypothesis - give teams
examples of what a good
one looks like
Naming conventions can
help keep things organized
and easy to report
25
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Framework for experimentation program success
26
–
Selecting & Accepting Ideas
Backlog status lets
your team know it’s
still under review by
the central group
Prioritize backlog
Active status lets
everyone know
you’ve selected this
for experimentation
and are beginning
work
27
Scoring
Potential
of the experiment
to positively impact
your goal
Prioritize backlog
Impact
to the business if
the experiment
wins
Level of Effort
to implement the
experiment in
Optimizely
LOVE
strategic
importance,
executive support,
biased opinions
28
● Create a prioritization framework,
starting with product and business
goals
● Evaluate testing ideas based on
potential, impact, effort, and LOVE
(personal preference)
● Consider doing an objective
comparison based on a key metric
● Prioritization is critical to the quality
and velocity of experimentation
Prioritize with
scale in mind
29
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Framework for experimentation program success
30
● Encourage company-wide
participation
● Let teammates share in successes
● Routinely communicate across
departments
Celebrate widely
3131
Data-based
Idea Generation
A strong understanding of
business goals and key
metrics should guide idea
generation and experiment
prioritization
Democratize
Ideation
Cast a wide net and
encourage ideation
throughout the firm to drive
innovative ideas and a
culture of experimentation
Celebrate Widely
Share wins across entire
firm and celebrate
collaboration and encourage
continued experimentation
mindset
Ongoing collaboration and communication is core to
building a strong experimentation program
Set Goals and
Publish results
Set win rate and
experimentation velocity
goals and publish results
widely
What is an
Experimentation
Program?
33
ADEPT Experimentation Program
Center of Excellence
Center of Excellence
Enablement
Best Practices
Sharing Learning
Program Measurement
Ideation
Prioritization
Design
Execution
Results Analysis
Team 1 Team 2 Team 3 Team 4
ADEPT COE Core Team
Claire Vo Becca Bruggman
35
Marketing Experimentation Program
Individual Team
SDRs PMM
Ideation
Ideation
Prioritization
Design
Build
QA & Launch
Analyze
Sharing Learnings
Execution Assists
Individual
Team
Development
Design
Content
Analytics
Product
Managers
CSMs
Michael O’Connell
Marketing Experimentation Team
Bryce WellingtonTakeshi Young Becca Bruggman
37
Promote an
experimentation
mindset
Set program goals
and measure
performance
Collaborate to
generate great
ideas
Refine
experimentation
ideas
Build an
experimentation
roadmap
Share and
evangelize
learnings
Focus on Ideation Loop
Experiment Ideation
on ADEPT
39
Heavily commented Slack Conversions
40
Painted Door for User Research
41
Quantitative Evidence
Adoption of Segmentation
correlated with ~50% increase in
results page retention
42
Quantitative Evidence
44
Variation Design
45
Variation Design
46
Results
Experiment Ideation
on Marketing
Ideation Sessions
Original
Variation 1
Variation 2
Process
54
Process: What is our Program?
55
Process: How to Run an Experiment?
56
Process: How to Run a Full Stack Experiment?
57
Process: How to make new Audiences, Pages, etc?
Visibility
Visibility: All Company Emails, Physical Walls
60
Visibility: Experiment Review
61
Visibility: Program Oversight via Slack integration
62
End-to-End Process
Log Idea Score Idea
Log JIRA & Link
Add Idea to Card
Experiment Review
Visible Changes
Results Review
Thank you!
Q&A

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Program Management 101: Best Practices from Optimizely-on-Optimizely

  • 1. Congratulations to our Outperform Award Winners! Most Dramatic Business Impact Most Customer- Obsessed Company Culture Most Transformative Innovation Most Inspiring Social Impact
  • 2. 2  Welcome to Day 2 of Opticon!  Sessions today will be recorded and will be available after Opticon  Share your feedback and rate sessions on the mobile app
  • 3. Kris McKee Senior Product Manager Rebecca Bruggman Staff Technical Program Manager Program Management 101: Best Practices from Optimizely-on-Optimizely
  • 4. 4 Experimentation is the next great business transformation The Surprising Power of Online Experiments “Our success is a function of how many experiments we do per year, per month, per week, per day.” Jeff Bezos “Our company culture encourages experimentation and free flow of ideas.” Larry Page “One of the things I’m most proud of, and I think what is the key to our success, is the testing framework we’ve built.” Mark Zuckerberg “Instead of saying ‘I have an idea,’ what if you said ‘I have a new hypothesis, let’s go test it.’ ” Satya Nadella
  • 5. 5 Experimentation velocity is an indicator of unlocked potential What HBR says: “Growth takes off once the experimentation platform allows a user to take part in multiple experiments at the same time, supporting virtually unlimited concurrent tests.” What Forrester says: “Insights-driven businesses are growing by more than 30% annually and are on track to earn $1.8 trillion by 2021.” What MIT Sloan says: “Digital experimentation should not be a ‘once and done’ effort. Rather, it is about developing a culture of experimentation in which new business ideas are continually tried and tested. Build and iterate on the successes, and learn from the failures.”
  • 6. 6 Implementing a complete program may seem like this ...
  • 7. 7 … but, challenges are manageable with right strategy & tools Coordination As you scale, coordinating across additional teams and stakeholders becomes more and more difficult Resources Time, people, and effort is wasted duplicating and reinventing different processes Prioritization Ideation can be siloed leading to inefficient prioritization and execution Oversight & knowledge sharing Lack of executive oversight can lead to serious problems in a global organization
  • 8. 8 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Combine a foundation of mindset and goal setting for experimentation program success
  • 9. 9 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Framework for experimentation program success
  • 10. 10 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Framework for experimentation program success
  • 11. 11 ● Implement ‘test and learn’ decision making ● Base all decisions on data ● Understand the “why” behind your data by asking the right questions ● Avoid complacency through continuous iteration Build a foundation of culture and mindset
  • 12. 12 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Framework for experimentation program success
  • 13. 13 Velocity & Win Rate Testing velocity lets you measure your team’s operational performance Measure Program Win rate helps teams measure the quality of their hypothesis and impact to the business
  • 14. 14 Using Program Reporting Right ● Set monthly, quarterly, and annual goals for performance ● Measure and report on a monthly basis ● Re-assess on an annual basis ● Integrate the learnings into daily operations of your work
  • 15. 15 Some things you may learn: ● Some teams are more effective than others in moving an idea to an experiment ● Win rates may be significantly lower on certain pages of your site ● Testing velocity may slow around holidays ● Certain experiment strategies work more effectively Insights on your program
  • 16. 16 As you begin to understand your program: ● Track how win rate and velocity impact your overall program value ● Think about ROI and where you can maximize return ● Take a portfolio approach to your experimentation program Assessing Opportunity
  • 17. 17 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Framework for experimentation program success
  • 18. 18 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Framework for experimentation program success
  • 19. 19 ● Train teams on how to write a hypothesis ● The best hypothesis are rooted in data and deep insights into your business ● By systematic: create a process for submission, scoring, and acceptance ● Give constructive feedback Democratize (good) ideation
  • 20. 20 Capture Ideas Give structure to testing backlog by categorizing ideas by site / page Collaborate widely Always start with a hypothesis - give teams examples of what a good one looks like Naming conventions can help keep things organized and easy to report
  • 21. 21 Capture Ideas with Slack Integrate your Slack instance to make idea capturing easy Collaborate Widely Allow your collaborators to work where they spend the most time - Slack
  • 22. 22 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Framework for experimentation program success
  • 23. 23 ● Set expectations by answering why, when, where, who and how of each idea ● Define primary, secondary, and monitoring goals ● Calculate your min detectable effect (MDE) to determine if results will be valuable enough to justify cost Define your experiment
  • 24. 24 Commenting Give structure to testing backlog by categorizing ideas by site / page Prioritize backlog Always start with a hypothesis - give teams examples of what a good one looks like Naming conventions can help keep things organized and easy to report
  • 25. 25 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Framework for experimentation program success
  • 26. 26 – Selecting & Accepting Ideas Backlog status lets your team know it’s still under review by the central group Prioritize backlog Active status lets everyone know you’ve selected this for experimentation and are beginning work
  • 27. 27 Scoring Potential of the experiment to positively impact your goal Prioritize backlog Impact to the business if the experiment wins Level of Effort to implement the experiment in Optimizely LOVE strategic importance, executive support, biased opinions
  • 28. 28 ● Create a prioritization framework, starting with product and business goals ● Evaluate testing ideas based on potential, impact, effort, and LOVE (personal preference) ● Consider doing an objective comparison based on a key metric ● Prioritization is critical to the quality and velocity of experimentation Prioritize with scale in mind
  • 29. 29 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Framework for experimentation program success
  • 30. 30 ● Encourage company-wide participation ● Let teammates share in successes ● Routinely communicate across departments Celebrate widely
  • 31. 3131 Data-based Idea Generation A strong understanding of business goals and key metrics should guide idea generation and experiment prioritization Democratize Ideation Cast a wide net and encourage ideation throughout the firm to drive innovative ideas and a culture of experimentation Celebrate Widely Share wins across entire firm and celebrate collaboration and encourage continued experimentation mindset Ongoing collaboration and communication is core to building a strong experimentation program Set Goals and Publish results Set win rate and experimentation velocity goals and publish results widely
  • 33. 33 ADEPT Experimentation Program Center of Excellence Center of Excellence Enablement Best Practices Sharing Learning Program Measurement Ideation Prioritization Design Execution Results Analysis Team 1 Team 2 Team 3 Team 4
  • 34. ADEPT COE Core Team Claire Vo Becca Bruggman
  • 35. 35 Marketing Experimentation Program Individual Team SDRs PMM Ideation Ideation Prioritization Design Build QA & Launch Analyze Sharing Learnings Execution Assists Individual Team Development Design Content Analytics Product Managers CSMs
  • 36. Michael O’Connell Marketing Experimentation Team Bryce WellingtonTakeshi Young Becca Bruggman
  • 37. 37 Promote an experimentation mindset Set program goals and measure performance Collaborate to generate great ideas Refine experimentation ideas Build an experimentation roadmap Share and evangelize learnings Focus on Ideation Loop
  • 40. 40 Painted Door for User Research
  • 41. 41 Quantitative Evidence Adoption of Segmentation correlated with ~50% increase in results page retention
  • 43.
  • 47.
  • 50.
  • 52.
  • 54. 54 Process: What is our Program?
  • 55. 55 Process: How to Run an Experiment?
  • 56. 56 Process: How to Run a Full Stack Experiment?
  • 57. 57 Process: How to make new Audiences, Pages, etc?
  • 59. Visibility: All Company Emails, Physical Walls
  • 61. 61 Visibility: Program Oversight via Slack integration
  • 62. 62 End-to-End Process Log Idea Score Idea Log JIRA & Link Add Idea to Card Experiment Review Visible Changes Results Review
  • 64. Q&A