Leanux Sampler
Leanux Sampler
Leanux Sampler
Lean UX:
Applying Lean Principles
to Improve User Experience
Jeff Gothelf
* Included in this sample.
* Preface
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Preface
But did these ideas disappear because they were flawed? Did the
features that shipped actually meet customer and business goals?
Or did the team simply run out of time? They never got to Phase
Two.
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In The Lean Startup, Eric Ries lays out his vision for how to ensure
the ideas that have the most value get the most resources. The
method Ries promotes relies on experimentation, rapid iterations
of ideas, and evolutionary processes. The entire concept of Phase
Two becomes moot.
The junction of Lean Startup and User Experience design -- and
their symbiotically beneficial coexistence -- is Lean UX.
What is Lean UX and how is it different?
Besides Lean Startup, Lean UX has two other foundations: Design
Thinking and Agile development philosophies. Design Thinking
takes a solution-focused approach to problem-solving, working
collaboratively to iterate an endless, shifting path toward
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prototyping, implementation and learning steps to bring the
appropriate solution to light. Agile re-focuses software
development on value. It seeks to deliver working software to
customers quickly and to adjust regularly to new learning along the
way.
Lean UX breaks down the barriers that have kept software
designers isolated from real business needs on the one hand and
actual implementation on the other. Lean UX not only brings us to
the table – it brings our partners in business and technology to the
whiteboard to work with us on the best solutions in an ongoing
way.
I once had a large pharmaceutical client who hired the agency I
worked for to redesign their e-commerce platform with the goal of
increasing revenues by 15%. I was the lead interaction designer on
our team. In the vacuum of our office, we spent months
researching the current system, supply chain, competitors, target
audience and contextual use scenarios. We researched personas
and assembled strategic models. I designed a new information
architecture for the product catalog and crafted a brand-new
shopping and checkout experience.
The project took months. And when the work was complete, we
packaged it all up into a Powerpoint deck. This was a formidable
deck – and it had to be, considering the $600k price tag! We went
:A0=?:?30.7409?>:1K.0,9/>;09?,909?4=00423?-hour day going
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over each and every pixel and word in that deck. When it was over,
the client clapped. (They really did). We were relieved. They loved
it. And we never looked at that deck again.
Six months after that meeting, nothing had changed on the client's
site. I don't think they ever looked at that deck again, either.
The moral of this story: Building a pixel-perfect spec might be a
route to rake in six-figure consulting fees, but it's not a way to
make a meaningful difference to a real product that is crucial to
real users. It's also not the reason that any designer got into the
product design business. We got in to build valuable products and
services, not to write specs.
Some teams I work with today create entirely new products or
services. They are not working within an existing product
framework or structure. In "green-K07/;=:50.?>7460?30>0
B0,=0
simultaneously trying to discover how this new product or service
will be used, how it will behave and how we are going to build it.
It's an environment of continual change, and there isn't a lot of time
or patience for planning or up-front design.
Other teams work with established products that were created with
traditional design and development methods. Their challenge is
different. They need to build upon existing platforms while
increasing revenue and brand value. These teams usually have
more resources at their disposal than a ground-floor startup, but
they still have to use their resources efficiently—figuring out the
best way to spend those resources to build products and services
their customers actually want.
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As I've learned to practice Lean UX, I've had to overcome the
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"not ready." Working this way requires the support of a high-
functioning team. You need to know—as a team—that you're not
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together to iterate your way forward. I want you to gain that
confidence, too. Within the pages of this book, I've distilled the
insights and tactics that have allowed me to create real success for
product and business teams—and real satisfaction for customers.
Who is Lean UX for?
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1:=49?0=,.?4:9/0>4290=>Bho know they can
contribute more and be more effective with their teams. But, it's
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products with their teams and to validate them with their customers.
It's also for developers who understand that a collaborative team
environment leads to better code and more meaningful work. And,
K9,77D
4?>1:=8,9,20=>—managers of user-experience teams,
project teams, business lines, departments and companies—who
understand the difference a great user experience can make.
What's in It for You?
Section II focuses on Process. Each chapter takes a step in the
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important. I also share examples of how I and others have done
these things in the past.
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The last part of the book, Section III, tackles the integration of
Lean UX practices into your organization. I also discuss the role of
Lean UX within a typical Agile development environment. Finally,
I discuss the organizational shifts that need to take place both at the
corporate level, the team level, and at the individual contributor
level for these ideas to truly take hold.
My hope is that this book will deliver a wake-up call to user
experience designers still waiting for "Phase Two." While the book
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Lean UX is, at its core, a mindset. As you travel down this path, I'd
love to hear about your successes, challenges and failures so that
we can keep that mindset current, relevant and productive. Email
me with your thoughts at jeff@jeffgothelf.com . I look forward to
hearing from you.
[Jeff]
P.S. - For the purposes of this book, the terms Interaction Design
and UX /0>429,=0@>0/?:/09:?0,77?30K07/>,9/7,-07>?3,?
currently reside under the User Experience and Design umbrella.
(If, Dear Reader, you call your specialty User Interface Design,
Information Architecture, Experience Architecture or any of the
myriad 9,80>.@==09?7DL:,?492,-:@?
69:B?3,??30D,=0
explicitly included in these terms.)
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CHAPTER 3
UX radically shifts the way we frame our work. Our goal is
not to create a deliverable. It's to change something in the
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instead
of
requirements.
We
create
and
test
hypotheses.
is the starting point for a project. It states a clear vision for
want to increase the number of new sign-‐ups to our
service.")
following elements:
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Outcomes
-‐-‐
the
signal
we
seek
from
the
market
to
help
Let's take a look at each one of these elements in further detail.
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Assumptions
The first step in the Lean UX process is to declare your
mostly we don’t acknowledge this fact. Instead, we try to
starting point. By doing this as a team, you give every team
to voice his or her opinion on how best to solve the problem.
everyone's ideas out on the whiteboard. It reveals the team's
divergence of opinions and also exposes a broad set of possible
solutions.
Let's take a detailed look at one way to run the
assumptions exercise.
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METHOD: Declaring Assumptions
center reps speak to more customers than anyone else in the
organization and will likely have insight the rest of the team
won't.
theywill be taking on. This gives everyone a chance to prepare
any material they need or do any research before you begin.
Anlaytics reports that show how the current product is being
used
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Usability
reports
that
illustrate
why
customers
are
taking
Information about past attempts to fix this issue and their
for the exercise. I’ve found it helpful to start with a problem
problem statement gives your team a clear focus for their work.
for group work. They provide the guard rails that keep the
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Problem Statement Template
a specific solution
Template:
[these goals] which is causing [this adverse effect] to our
criteria] ?
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For
example,
here
is
a
problem
statement
we
used
to
begin
a
can reach out to job seekers in our ecosystem with employment
replying to these communications at a very low rate. How might
making employers more successful in their jobs and job seekers
team's job is to dissect the problem statement into its core
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statement.
That’s
OK.
You
can
still
use
the
exercise
below.
You’ll just have to expect that it may take longer to reach
I like to use this worksheet (created by my partner Giff
many ways to complete this worksheet. You can answer the
questions as a team, simply discussing each answer. Or you can
worry if you get to the end of the exercise without clear
agreement on all of the answers. The goal is to collect
statements that reflect what you and your team think might be
true. If you have strong disagreement on a point, capture the
different perspectives.
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Assumptions worksheets
Business Assumptions:
4. The #1 value a customer wants to get out of my service is:
9. What other assumptions do we have that, if proven false,
User Assumptions:
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1. Who
is
the
user?
2. Where does our product fit in their work or life?
You may discover that some of these questions don’t apply to
your project. That’s OK—you can adapt the questions to your
situation as you see fit. If you’re early in the life of your product,
energies on the user assumptions. The point is to cast a broad
net and look for assumptions in all dimensions of your project.
When you’ve completed the exercise, you will have a list of
assumptions.
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assumptions at the start of our work is so that we can identify
project risks. Now that we have a list of assumptions, we need
to figure out which ones are the riskiest ones—so that we can
work on them first. Lean UX is an exercise in ruthless
assumption, how do you decide which one to test first? I like to
create a chart like the one below and use it to map out the list
of assumptions. The goal is to prioritize a set of assumptions to
test based on their level of risk (How bad would it be if we were
wrong about this?) and how much understanding we have of
the issue. The higher the risk and the more unknowns involved,
This does not mean that assumptions that don’t make the first
cut are gone forever. Keep a backlog of the other assumptions
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you’ve
identified
so
you
can
come
back
to
them
and
test
them
if
Hypotheses
With our prioritized list of assumptions in hand, we’re ready to
move to the next step: testing our assumptions. To do that, we
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We
will
know
we’re
[right/wrong]
when
we
see
the
takes much of subjective and political conversation out of the
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feedback
from
the
market.
It
orients
the
team
towards
their
into smaller and more specific parts. And though there are
many ways to do this, for product work I have found that this
We believe that
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[doing
this/building
this
feature/creating
this
experience]
qualitative insight].
The first field is completed with the feature or improvement
from this feature. The last field speaks to the benefit those
customers will get from that feature. The final statement ties it
your hypothesis was true. What market feedback will you look
for to indicate that your idea is correct? This could be
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increase
in
a
business
metric
or
it
could
be
a
qualitative
Let's take a look at an example of how this works by going back
can reach out to job seekers in our ecosystem with employment
replying to these communications at a very low rate. How can we
making employers more successful in their jobs and job seekers
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I
mentioned
earlier
that
the
assumption
that
recruiters
would use another channel to engage with candidates was not
proven and needed to be tested. How would we write the
hypothesis for that statement? Let's take our template and fill
it out:
We believe that
TheLadders experience
We will know this is true when we see an increase in the
AND an increase in the number of messages initiated by
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Completing your hypothesis statements
start assembling the building blocks. You are going to want to
put together a list of outcomes you are trying to create, a
definition of the personas you are trying to service, and a set
of the features you believe might work in this situation. Once
you’ve got all of this raw material, you can put them all
together into a set of statements. Let’s take a closer look at
Outcomes
When you’re creating hypotheses to test, you want to try to be
very specific regarding the outcomes you are trying to create. I
discussed earlier how Lean UX teams focus less on output (the
create) and more on the outcomes that these outputs create.
Can we make it easier for people to log into our site? Can we
encourage more people to sign up? Can we encourage greater
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Together
with
your
team,
look
at
the
problem
you
are
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brainstormed and then voted on which KPI's the company should
pursue next. After consolidating down to the list shown in the
photo, each executive was given 4 M&M's. As long as they
managed not to eat their votes, these executives were able to
vote with candy for each metric they felt was most important.
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Personas
your hypothesis
though, this section will tell you how we like to create personas
end user. Lean UX is no different. As we make assumptions
about our business and the outcomes we'd like to achieve, we
still need to keep the user front and center in our thinking.
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Most
of
us
learned
to
think
about
personas
as
a
tool
to
represent what we learned in our research. And it was often
the case that we created personas as the output of lengthy,
are created this way is that we think this is the only way that
we can create personas. And we tend to regard them as
untouchable because of all of the work that went into creating
them.
In Lean UX, we change the order of operations in the
start with assumptions and then do research to validate our
personas. Proto-‐personas are our best guess as to who is using
(or will use) our product and why. We sketch them on paper
research we quickly find out how accurate our initial guesses
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are
and
how
we’ll
need
to
adjust
our
target—and
thus
our
design.
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Using
proto-personas.
A
team
we
were
working
with
in
New
York
w as
building
an
app
that
improved
the
Community
Supported
Agriculture
(CSA)
experience
for
New
York
City
residents.
CSA
is
a
program
that
allows
city
residents
to
pool
their
money
and
purchase
an
entire
season's
worth
of
produce
from
a
local
farmer.
The
farmer
then
delivers
his
crops,
weekly,
to
the
members
of
the
CSA.
Many
subscribers
to
the
CSA
are
men
and
women
in
their
late
2 0's
and
early
30's
who
need
to
juggle
a
busy
work
life,
an
active
social
life
and
a
desire
to
participate
in
the
CSA.
Timothy
proved
to
be
a
far
more
accurate
target
user.
The
team
had
not
wasted
any
more
time
refining
ideas
for
the
wrong
audience.
They
were
now
focused
on
an
audience
that,
while
still
not
perfect,
w as
far
more
correct
than
their
initial
assumptions.
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Persona format:
We like to
sketch proto-‐
using a hand-‐drawn
quadrant holds a
rough sketch of the persona, and his or her name and role. The
specific device, like an iPhone, will completely change the way
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The
bottom
half
of
the
proto-‐persona
is
where
we
put
the user's needs and frustration with the current product or
situation, the specific pain points your product is trying to
needs. You’ll use the bottom right to capture feature and
solution ideas.
Persona creation process: As with the other elements of the
opinions on who the project should be targeting and how that
would affect their use of the product. Once the brainstorming is
complete, the team should narrow down the ideas to an initial
set of 3-‐4 personas they believe are most likely to be their
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Features:
Once
you
have
a
list
of
outcomes
in
mind,
and
have
set a focus on a group of users, it's time to start thinking about
what tactics, features, products and services you can put in
place to achieve them. This is typically the part where
are the most concrete things we work with, so it’s often easiest
for us to express our ideas in terms of features. Too often
idea, and we end up working backwards to try to justify the
feature. In Lean UX, features exist to serve the needs of the
techniques described earlier, we like to create feature lists by
Have each team member write each idea, using a thick Sharpie,
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on
a
post-‐it
note.
When
time
is
up,
ask
everyone
to
post
their
notes to the wall have the group arrange them into themes.
With all of your raw material created, you’re ready to organize
this material into a set of testable hypotheses. We like to create
a table like the one below and then complete it by using the
achieve
feature]
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As
you
write
your
hypotheses,
consider
which
persona(s)
to find solutions that serve more than one at a time. It’s also
not unusual to create a hypothesis in which one feature drives
more than one outcome. When you see that happening, split
refer to only one outcome. The important thing to remember in
this whole process is to keep your ideas specific enough so that
you can create meaningful tests to see if your ideas hold water.
(finally!) to move on to the next step: design. If you’ve done the
process to this point with your whole team (and I strongly
recommend that you do) you’ll be in a great position to move
whole team.
#
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In
this
chapter
we
discussed
how
we
can
reframe
our
work
in
technique: framing our work with outcomes frees us (and our
teams) to search for the best solutions to the problem at hand.
We looked at the process of declaring outcomes. We start with
our intended features, audience, and goals and that are specific
enough to be tested. We end up with statements that will serve
as our roadmap for the next step of the Lean UX process:
collaborative design.
In
the
next
chapter
we
will
cover
what
collaborative
design
is
and
how
it
differs
from
traditional
product
design.
We'll
discuss
specific
tools
and
techniques
that
empower
teams
to
design
together
and
we’ll
show
you
how
designing
together
is
the
beginning
of
the
hypothesis
validation
process.
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