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The Idea Stack: Finding 
your product vision
Watch the video with slide 
synchronization on InfoQ.com! 
http://www.infoq.com/presentations 
/idea-stack 
InfoQ.com: News & Community Site 
• 750,000 unique visitors/month 
• Published in 4 languages (English, Chinese, Japanese and Brazilian 
Portuguese) 
• Post content from our QCon conferences 
• News 15-20 / week 
• Articles 3-4 / week 
• Presentations (videos) 12-15 / week 
• Interviews 2-3 / week 
• Books 1 / month
Presented at QCon New York 
www.qconnewyork.com 
Purpose of QCon 
- to empower software development by facilitating the spread of 
knowledge and innovation 
Strategy 
- practitioner-driven conference designed for YOU: influencers of 
change and innovation in your teams 
- speakers and topics driving the evolution and innovation 
- connecting and catalyzing the influencers and innovators 
Highlights 
- attended by more than 12,000 delegates since 2007 
- held in 9 cities worldwide
Josh Wexler 
Occom Group Company Confidential © 2014 All rights reserved.
Occom Group Company Confidential © 2014 All rights reserved. 
Outcomes 
Understand the value of vision 
Using the Idea Stack to articulate a vision 
Grab one or two pieces that might work for you 
and try it
3 Pitfalls of Product
“Politics”
Lack of trust
Unclear vision
Problem 
Inspiration 
Goals 
IDEA STACK 
Customers 
Personas 
Narratives 
Paper Prototype 
Occom Group Company Confidential © 2014 All rights reserved.
VISION DEFINITION PURPOSE DRIVEN DEVELOPMENT (PDD) SPRINT 
1 4 
Occom Group Company Confidential © 2014 All rights reserved. 
Idea Stack Workshop 
Prototype & Iterate 
Technical Recommendations 
Plan 
Deliver 
6 
User Testing 
& Analytics 
Code & Test 
Prototype 
2 
Validate 
3 
Story Capture 
5 
Release 
Purpose Driven Development
Occom Group Company Confidential © 2014 All rights reserved.
Occom Group Company Confidential © 2014 All rights reserved.
Problem 
Inspiration 
Goals 
IDEA STACK 
Customers 
Personas 
Narratives 
Paper Prototype 
Occom Group Company Confidential © 2014 All rights reserved.
Problem Statement 
1-2 sentences that describe an issue (need) that a person or group 
has. 
Occom Group Company Confidential © 2014 All rights reserved.
Students don’t know that there is a process based 
way to write well and even if they do know about it, 
it is hard to practice without explicit instruction. 
Occom Group Company Confidential © 2014 All rights reserved.
Occom Group Company Confidential © 2014 All rights reserved. 
Inspiration 
Other systems that attempt to solve the problem or inspire with their 
design or functionality
Mylo’s Inspiration Board 
Occom Group Company Confidential © 2014 All rights reserved.
Occom Group Company Confidential © 2014 All rights reserved. 
Goals 
A desired result the product should achieve once built
Occom Group Company Confidential © 2014 All rights reserved. 
Mylo’s Goals
Customer Definition 
Groups of people who might be using the solution. These are the 
primary customers (i.e., early adopters) and are the people who feel 
the pain of our problem the most. 
Occom Group Company Confidential © 2014 All rights reserved.
Students in 8th to 11th grade in private schools in 
NYC 
Occom Group Company Confidential © 2014 All rights reserved.
Occom Group Company Confidential © 2014 All rights reserved. 
Personas 
Characters created to represent the different user types within the 
targeted demographic, attitude and/or behavior set that might use 
the solution.
Background: 
● Motivated to do well in class 
● Struggles with putting ideas into text, organization, hard to get started, easily overwhelmed (starting a 
sentence) 
● Loves technology and wants to apply it to everything 
● Uses a laptop to write (uses Microsoft word, Google drive, and inspiration) 
● Has a learning specialist that helps with writing 
● Struggles to take in information 
● Overly depends on parents and parental figures to get things done 
● “writing is hard, I am not good at it" 
Occom Group Company Confidential © 2014 All rights reserved. 
Goals: 
● Independence – not needing his parents or others to help him get through the writing piece 
● Wants to do well in school 
● Feel a sense of accomplishment 
● Might like the technology for technologies sake 
Frustrations: 
● Reduce the struggle in writing 
● Reduce his anxiety 
● Avoid negative feedback from the teachers 
Meet Mylo 
Name: Mylo 
Age: 13 
Customer group: 
8th Grader in private 
school
Persona Narrative 
A narrative about how one of the personas would use and interact 
with the solution in the world. Narratives are different than features, 
but they can contain features. 
Occom Group Company Confidential © 2014 All rights reserved.
Mylo’s Narrative 
Background: 
Mylo has to read Lord of the Flies for English class. He listened to the book and followed along on text. He participates in class 
discussions and answers response questions. After the book wraps up, Mylo’s teacher gives them a final essay assignment. He 
chooses a topic. 
Occom Group Company Confidential © 2014 All rights reserved. 
Story: 
Set up – new doc 
1. Mylo logs into our system online 
2. He sees a dashboard (my projects, what is in progress, what you can learn etc.) 
3. He creates a new assignment and specifies what kind of essay he needs to write, literary response 
4. He sees a set up wizard that first asks which book(s) is the paper going to be on? He inputs load of the flies and that 
book is then pulled into the system 
Idea/topic phase 
1. The next thing he is asked is "what the main question/prompt", he inputs "Which boy is the best suited to lead the society 
on the island and why? 
2. He is then prompted to come up with an idea statement but he can't think of anything 
3. So Myles access the Shmoop page through the site and can read about all the characters in lord of the flies to … 
4. …
Paper Prototype 
A hand drawn version of a persona narrative that gives a visual to 
the story. 
Occom Group Company Confidential © 2014 All rights reserved.
Paper Prototype 
Occom Group Company Confidential © 2014 All rights reserved.
Prototype Development 
Occom Group Company Confidential © 2014 All rights reserved.
Occom Group Company Confidential © 2014 All rights reserved. 
Why? 
Shared Understanding
Occom Group Company Confidential © 2014 All rights reserved. 
Low Fidelity
Medium Fidelity 
Occom Group Company Confidential © 2014 All rights reserved. 
● Layout 
● Data 
● Get feedback
Occom Group Company Confidential © 2014 All rights reserved. 
High Fidelity 
● Design 
● Interaction 
● Data
Mylo vision prototype 
Occom Group Company Confidential © 2014 All rights reserved.
Takeaways 
● Articulate a vision quickly and together 
● Prototype as a way to engage and iterate 
● Write down as much as you need to capture and learn
Watch the video with slide synchronization on 
InfoQ.com! 
http://www.infoq.com/presentations/idea-stack

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The Idea Stack: Finding Your Product Vision

  • 1. The Idea Stack: Finding your product vision
  • 2. Watch the video with slide synchronization on InfoQ.com! http://www.infoq.com/presentations /idea-stack InfoQ.com: News & Community Site • 750,000 unique visitors/month • Published in 4 languages (English, Chinese, Japanese and Brazilian Portuguese) • Post content from our QCon conferences • News 15-20 / week • Articles 3-4 / week • Presentations (videos) 12-15 / week • Interviews 2-3 / week • Books 1 / month
  • 3. Presented at QCon New York www.qconnewyork.com Purpose of QCon - to empower software development by facilitating the spread of knowledge and innovation Strategy - practitioner-driven conference designed for YOU: influencers of change and innovation in your teams - speakers and topics driving the evolution and innovation - connecting and catalyzing the influencers and innovators Highlights - attended by more than 12,000 delegates since 2007 - held in 9 cities worldwide
  • 4. Josh Wexler Occom Group Company Confidential © 2014 All rights reserved.
  • 5. Occom Group Company Confidential © 2014 All rights reserved. Outcomes Understand the value of vision Using the Idea Stack to articulate a vision Grab one or two pieces that might work for you and try it
  • 6. 3 Pitfalls of Product
  • 10.
  • 11. Problem Inspiration Goals IDEA STACK Customers Personas Narratives Paper Prototype Occom Group Company Confidential © 2014 All rights reserved.
  • 12. VISION DEFINITION PURPOSE DRIVEN DEVELOPMENT (PDD) SPRINT 1 4 Occom Group Company Confidential © 2014 All rights reserved. Idea Stack Workshop Prototype & Iterate Technical Recommendations Plan Deliver 6 User Testing & Analytics Code & Test Prototype 2 Validate 3 Story Capture 5 Release Purpose Driven Development
  • 13. Occom Group Company Confidential © 2014 All rights reserved.
  • 14. Occom Group Company Confidential © 2014 All rights reserved.
  • 15. Problem Inspiration Goals IDEA STACK Customers Personas Narratives Paper Prototype Occom Group Company Confidential © 2014 All rights reserved.
  • 16. Problem Statement 1-2 sentences that describe an issue (need) that a person or group has. Occom Group Company Confidential © 2014 All rights reserved.
  • 17. Students don’t know that there is a process based way to write well and even if they do know about it, it is hard to practice without explicit instruction. Occom Group Company Confidential © 2014 All rights reserved.
  • 18. Occom Group Company Confidential © 2014 All rights reserved. Inspiration Other systems that attempt to solve the problem or inspire with their design or functionality
  • 19. Mylo’s Inspiration Board Occom Group Company Confidential © 2014 All rights reserved.
  • 20. Occom Group Company Confidential © 2014 All rights reserved. Goals A desired result the product should achieve once built
  • 21. Occom Group Company Confidential © 2014 All rights reserved. Mylo’s Goals
  • 22. Customer Definition Groups of people who might be using the solution. These are the primary customers (i.e., early adopters) and are the people who feel the pain of our problem the most. Occom Group Company Confidential © 2014 All rights reserved.
  • 23. Students in 8th to 11th grade in private schools in NYC Occom Group Company Confidential © 2014 All rights reserved.
  • 24. Occom Group Company Confidential © 2014 All rights reserved. Personas Characters created to represent the different user types within the targeted demographic, attitude and/or behavior set that might use the solution.
  • 25. Background: ● Motivated to do well in class ● Struggles with putting ideas into text, organization, hard to get started, easily overwhelmed (starting a sentence) ● Loves technology and wants to apply it to everything ● Uses a laptop to write (uses Microsoft word, Google drive, and inspiration) ● Has a learning specialist that helps with writing ● Struggles to take in information ● Overly depends on parents and parental figures to get things done ● “writing is hard, I am not good at it" Occom Group Company Confidential © 2014 All rights reserved. Goals: ● Independence – not needing his parents or others to help him get through the writing piece ● Wants to do well in school ● Feel a sense of accomplishment ● Might like the technology for technologies sake Frustrations: ● Reduce the struggle in writing ● Reduce his anxiety ● Avoid negative feedback from the teachers Meet Mylo Name: Mylo Age: 13 Customer group: 8th Grader in private school
  • 26. Persona Narrative A narrative about how one of the personas would use and interact with the solution in the world. Narratives are different than features, but they can contain features. Occom Group Company Confidential © 2014 All rights reserved.
  • 27. Mylo’s Narrative Background: Mylo has to read Lord of the Flies for English class. He listened to the book and followed along on text. He participates in class discussions and answers response questions. After the book wraps up, Mylo’s teacher gives them a final essay assignment. He chooses a topic. Occom Group Company Confidential © 2014 All rights reserved. Story: Set up – new doc 1. Mylo logs into our system online 2. He sees a dashboard (my projects, what is in progress, what you can learn etc.) 3. He creates a new assignment and specifies what kind of essay he needs to write, literary response 4. He sees a set up wizard that first asks which book(s) is the paper going to be on? He inputs load of the flies and that book is then pulled into the system Idea/topic phase 1. The next thing he is asked is "what the main question/prompt", he inputs "Which boy is the best suited to lead the society on the island and why? 2. He is then prompted to come up with an idea statement but he can't think of anything 3. So Myles access the Shmoop page through the site and can read about all the characters in lord of the flies to … 4. …
  • 28. Paper Prototype A hand drawn version of a persona narrative that gives a visual to the story. Occom Group Company Confidential © 2014 All rights reserved.
  • 29. Paper Prototype Occom Group Company Confidential © 2014 All rights reserved.
  • 30. Prototype Development Occom Group Company Confidential © 2014 All rights reserved.
  • 31. Occom Group Company Confidential © 2014 All rights reserved. Why? Shared Understanding
  • 32. Occom Group Company Confidential © 2014 All rights reserved. Low Fidelity
  • 33. Medium Fidelity Occom Group Company Confidential © 2014 All rights reserved. ● Layout ● Data ● Get feedback
  • 34. Occom Group Company Confidential © 2014 All rights reserved. High Fidelity ● Design ● Interaction ● Data
  • 35. Mylo vision prototype Occom Group Company Confidential © 2014 All rights reserved.
  • 36. Takeaways ● Articulate a vision quickly and together ● Prototype as a way to engage and iterate ● Write down as much as you need to capture and learn
  • 37. Watch the video with slide synchronization on InfoQ.com! http://www.infoq.com/presentations/idea-stack