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

Hello!
Principal, Intelleto.com
Co-Founder, Luxr.co
Sketchnoter, graphic recorder
Entrepreneurship + UX
@katerutter
http://intelleto.com

Around the room intros
* name
* role
* your favorite superpower!
Hello!
Instant infographics
With dots!

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...

We are going to be working really,
really, really fast.
What to expect...

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...

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...

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...

About the whole
“Lean” thing

Build.
Measure.
Learn
Lean startup?

Lean Startup
Startup: a human institution designed to
create new products or services under
conditions of extreme uncertainty.

3 Key Ideas
Build.
Measure.
Learn!
Validated
Learning
Get out of
the building!
Customer
DevelopmentAgile
Development
Collaborate.
Release.
Improve!

The Agile
Manifesto came
about at a ski
scrum in February
2001.
The big idea...
over over over over

Steve Blank
introduced
“Customer
Development”
in...um...2006.
The big idea...

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...

• Experiments
• Validated learning
• Reduce waste
Lean Startup
So, what does it look like?

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:

Okay, ﬁne.
But how does this relate to
User Experience

Features
Users
Uses
Product
Needs
Company
Purpose
via @luxrco
sketches,
prototypes,
wireframes
pixels
UI
UX as a stack BUILD
MEASURE
LEARN

Lean + enterprise?
risk
innovation
focus

via The Lean Entrepreneur: http://leanentrepreneur.co/

risk
timeDeﬁne
The old way
Design
Develop
Release

risk
timeDeﬁne
Design
Develop
Release
a better old way

risk
time
A different way

risk
time
A different way
MAKE
release
MEASURE
BUILD
LEARN
MEASURE
BUILD

BUILD
MEASURE
LEARN
More cycles in less time
reduce the risk.
faster!

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

New competencies
• Frame our work differently
• Draft and run experiments
• Focus on observable metrics
• Intent = learning, not time & budget

Letʼs
make stuff

an area to
innovate
an
experiment
• opportunity
• molecule
• hypothesis
• evidence
(metrics)
• test
+
deﬁne it test it

ﬁnd an
opportunity

{Activity}
Brainstorm 6 areas
to innovate
Not like this...
Spread
collaborative
design practices
through all
product teams
More like this...
Be more
innovative

{Activity}
Brainstorm 6 areas
to innovate
• Team dynamics
• Spreading design in the
enterprise
• Maintaining innovation
• Engaging with the rest
of the organization
Some themes...

{Activity}
Brainstorm 6 areas
to innovate
• 1 idea per stickynote
• Working solo
• Focus on an internal
opportunity
• Speciﬁc is GOOD
• Go fast!
5 min

more
important
less
important
{Activity}
Divide into 2 piles
2 min

more
important
{Activity}
Pick one
1 min

more
important
{Activity}
Pick one
this is your
opportunity

letʼs hear a
few

explore the
opportunity

{Activity}
Users + problems + solution
Sketch it out
Who are the stakeholders?
What problems do they have?
What would be a proposed solution?

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?

“the DNA of an idea” 7 min

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

About
experiments

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

http://techcrunch.com/2012/03/10/100proof/

! 2000 users
" high sharing

Break!

Make a
hypothesis

✓Simple, clear & speciﬁc
✓Written as a statement
✓Establishes
• participants (who)
• problem or need (why)
• behavior (observable with evidence)
✓Testable
A good hypothesis is...

Keep it small,
keep it tasty.
mmmm!
cupcake via @brandonschauer

{Activity}
State the opportunity
as a hypothesis.
5 min

{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

Deﬁne some
evidence
(aka: metrics)

✓Quantiﬁable
✓Based on behavior
✓Time-dependent
✓Testable
A good metric is...

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?

{Activity}
Brainstorm 6 metrics
Not like this...
% of PMs
signing up for
a workshop in
first week
More like this...
more
collaborative
design
thinkers

{Activity}
Brainstorm 6 metrics
• 1 idea per stickynote
• Working solo
• Focus on measuring
actions or behaviors
• Speciﬁc is GOOD
• Go fast!
5 min

more
important
{Activity}
Divide into 2 piles
these are your
(working) metrics

{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

Write a
test

✓Generates evidence
✓Time-based
✓Uses minimum amount of time,
money and effort
✓Doable - doesnʼt require approval!
A good test is...

What you have to work with
Spread
collaborative
design practices
through all
product teams
opportunity
hypothesis
molecule
evidence
test

{Activity}
The experiment template

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

Put it all
together &
iterate

{Activity}
Combine
5 min

{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

{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

{Activity}
Reﬁne
5 min

Letʼs
share stuff

{Activity}
Pitch practice
10 min
Come up and share
your experiment.
2-minute time limit.
3 volunteers!

Q&A
Discussion

Geek out & learn more

This way of working is hard.
But itʼs worth it.

Go be awesome.

Kate Rutter
@katerutter
http://intelleto.com
Thanks!

HANDOUTS

MX Conference : Leading Lean Workshop : March 16, 2014 http://luxr.co @luxrco © 2014
Managing Lean UX Work in
the Enterprise
Leading Lean
Handouts

• 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.

Features
Users
Uses
Product
Needs
Company
Purpose
sketches,
prototypes,
pixels
UI
BUILD
MEASURE
LEARN
UX Stack + Lean Startup

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

✓Simple & clear
✓Written as a statement
✓Establishes
• participants (who)
• variables (whatʼs involved)
• prediction of an outcome (evidence)
✓Testable
A good hypothesis is...

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

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?

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

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