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Lean UX: Building a shared understanding
…and getting out of the deliverables business




                                                UX LX
                                                Lisbon, Portugal
                                                May 18th, 2012
A tale of two cities…
…it was (definitely not) the best of times




                                             #LeanUX | @jboogie
Building (digital) bridges
…turned out to be fairly effective




                                     #LeanUX | @jboogie
Aligning corporate strategy with a UX focus
…many (expensive) ways to bring awareness




                                              #LeanUX | @jboogie
Or the team can spend some time visualizing
…to, at least, start from the same point




                                              #LeanUX | @jboogie
And we made it easy…
…to keep the conversation going




                                  #LeanUX | @jboogie
And we made it easy…
…to keep the conversation going




                                  #LeanUX | @jboogie
#LeanUX | @jboogie
http://www.agileproductdesign.com (Jeff Patton)
Visualizing our ideas reveals inconsistencies
…between designers, developers, product owners and customers




                                                               #LeanUX | @jboogie
http://www.agileproductdesign.com (Jeff Patton)
Regular discussion leads to iteration
…with each iteration leading to broader buy-in




                                                  #LeanUX | @jboogie
http://www.agileproductdesign.com (Jeff Patton)
Ultimately leading to shared understanding
…and team alignment




                                                  #LeanUX | @jboogie
http://www.agileproductdesign.com (Jeff Patton)
Shared understanding is the currency of Lean UX
…it’s worth its weight in paper, time & productivity




                                                                              #LeanUX | @jboogie
http://images.wikia.com/currencies/images/6/65/Euro_coins_and_banknotes.jpg
Lean UX
Inspired by Lean Startup and Agile development theories, it’s the
practice of bringing the true nature of design work to light faster,
in a collaborative, cross-functional way with less emphasis on
deliverables and greater focus on the actual experience being
designed.




                                                           #LeanUX | @jboogie
Agile values:


Individuals and interactions over processes and tools


Working software over comprehensive documentation


Customer collaboration over contract negotiation


Responding to change over following a plan



                                                 #LeanUX | @jboogie
#LeanUX | @jboogie
Lean Startup
The Lean Startup has as a premise that every startup is a grand
experiment that attempts to answer a question. The question is
not "Can this product be built?"

Instead, the questions are "Should this product be built?" and
"Can we build a sustainable business around this set of products
and services?"

This experiment is more than just theoretical inquiry; it is a first
product.




                                                           #LeanUX | @jboogie
These are philosophies, not
methodologies.




                              #LeanUX | @jboogie
It goes a little something like this…
Do this. Quickly. Many times.




                                      Just the UX process




Concept           Validate      Prototype           Test         Learn       Iterate
                 Internally                       Externally   from user
                                                                behavior




                                                                   #LeanUX | @jboogie
“Go that way. Really fast. If something gets in your way, turn.”

-Charles DeMar (Curtis Armstrong) to Lane Myer (John Cusack) in “Better Off
Dead”




                                                                              #LeanUX | @jboogie
In fast-paced environments, traditional UX is a bottleneck
 We’re getting in our own way




                                                         #LeanUX | @jboogie
http://www.freakingnews.com/Bottle-Neck-Pics-36343.asp
With interactive experiences evolving rapidly
The traditional design deliverable is an inefficient obstacle




                                                                #LeanUX | @jboogie
We have to change perspective on how to “do” UX
 Today’s markets require a new way of looking at our processes




                                                                                  #LeanUX | @jboogie
http://offroadinghome.blogspot.com/2011/04/geo-tography-forced-perspective.html
Designers can’t hide behind their monitor any more!
 This is a designer-led initiative




                                                                   #LeanUX | @jboogie
http://www.flickr.com/photos/yamagatacamille/4799648425/sizes/l/
Get design work out there. Fast.
In public. Yep, where others can see it.




                                           #LeanUX | @jboogie
OK. I’m intrigued. But how does it really work?
First 5 things you need to do…




                                              #LeanUX | @jboogie
Solve the problem together
As opposed to implementing someone else’s solution
                                                                1



                                                     #LeanUX | @jboogie
Sketching
It’s all the rage!
                                 2
                         It’s Bieber!




                     #LeanUX | @jboogie
Example of sketching at work
V1 of the UI
                                          2



                               #LeanUX | @jboogie
Sketching brings experiences to life faster
 Launched UI
                                                                  2



                                                       #LeanUX | @jboogie
http://www.flickr.com/photos/mims/326748812/sizes/l/
Prototype it!
 Build an experience, not a document.
                                                   3



                                        #LeanUX | @jboogie
http://justaddwater.dk/
Once validated, demo to the team.
 …and get everybody started.
                                                                                   3
                               No additional deliverables are needed!




                                                                        #LeanUX | @jboogie
http://www.flickr.com/photos/koolwaaij/152426460/sizes/o/
Pair up!
 But do it, cross-functionally
                                                                                    4



                                                                         #LeanUX | @jboogie
http://photofind.com/featured-photo/20-uncomfortable-moments-in-sports
Pairing saves time
 Builds a common language
                                                           4



                                                #LeanUX | @jboogie
http://hoveringartdirectors.tumblr.com/page/2
Pairing sets designers free, man
 …and empowers developers!
                                                                                             4



                                                                                  #LeanUX | @jboogie
http://www.clydekellerphotos.com/images/AP_Kesey_HippiesDancing_GALLERY_CGW.jpg
Style guides!
The cause of, and solution to, all your UX problems
                                                                 5



                                                      #LeanUX | @jboogie
They’re good for developers too!
Creates a reusable asset library and point from which to start
                                                                            5



                                                                 #LeanUX | @jboogie
“Speed first. Aesthetics second.”
– Jason Fried, 37Signals.com




                                    #LeanUX | @jboogie
“Going for the bronze.”
– A Creative Director I used to work with




                                        #LeanUX | @jboogie
“It’s not iterative if you only do it once.”
– Stu Eccles, Technical Director, Made By Many




                                                 #LeanUX | @jboogie
Every design is a hypothesis
Don’t design things people don’t want




                                                                          #LeanUX | @jboogie
http://deggan.blogspot.com/2011/01/three-giant-paper-airplanes-and.html
Validate your hypothesis with customers
 Keep it light and cheap.




                                                                 #LeanUX | @jboogie
http://www.flickr.com/photos/forakerdesign/3657336793/sizes/l/
Use data to settle subjective issues
 A/B testing can settle these “Pepsi challenges”




                                                                                                    #LeanUX | @jboogie
http://2.bp.blogspot.com/__3p5_gzemps/TLpuaIolhlI/AAAAAAAAA-o/smDfmM8xqQM/s1600/Coke-vs-Pepsi.jpg
Form factor is ultimately irrelevant
There are many ways to validate hypotheses
Informal and quick is better than….
Delayed feedback loops
It’s not “The Spec” that gives control
 Lead with conversation, trail with documentation




                                                                  #LeanUX | @jboogie
http://talkingtraffic.org/wp-content/images/stack_documents.jpg
This is the goal…
Moving towards parallel path development and design.




http://www.greatoutdoors.com/files/imagecache/display/files/images/articles/Wong%20leading%20a%20Powder%208%20win%20%20photo%20-
What Lean UX is NOT




                      #LeanUX | @jboogie
Lazy.
 Sorry. This is not a shortcut.




                              “…the best part … is that the team is doing
                              a F@&K-TON of UX. They document a ton
                              of stuff explicitly on the walls and implicitly
                              in shared understanding among team
                              members.”
                              -Austin Govella
                              commenting on Whitney Hess’s “Why I Detest the Term Lean UX”
                              http://whitneyhess.com/blog/2011/02/27/why-i-detest-the-term-lean-ux/




                                                                                                      #LeanUX | @jboogie
http://www.causticsodapodcast.com/wp-content/uploads/2010/11/lazy.jpg
The only thing being removed is waste.
 Leave the toolbox intact. Use the tools as necessary.




                                                         #LeanUX | @jboogie
http://www.flickr.com/photos/mims/326748812/sizes/l/
This is NOT design-by-committee!
 That never leads to anything pretty.




                                                       #LeanUX | @jboogie
http://www.flickr.com/photos/mims/326748812/sizes/l/
Can I make this happen in my organization?
Short answer: Yes. Long answer: Yessssssssss!




                                                #LeanUX | @jboogie
You’re an in-house designer…
 Start small and internal. Ask for forgiveness.




                                                                                           #LeanUX | @jboogie
http://sarah.theworkexperiment.com/wp-content/uploads/2011/07/think-big-start-small1.jpg
You are in the problem-solving business and you don’t solve
problems with design documentation.

You solve them with elegant, efficient and sophisticated software.




                                                         #LeanUX | @jboogie
Startups
 This is the only way to work…




                                                                       #LeanUX | @jboogie
http://militarytobusiness.blogspot.com/2010/12/start-ups-at-hbs.html
The interactive agency and services world.
Tougher sell. Worth it in the end.




                                             #LeanUX | @jboogie
Agencies are in the deliverables business.


(Focus is on output rather than outcome)




                                             #LeanUX | @jboogie
Recapping the “in-house” Lean UX process….
Remember?




                               Just the UX process




Concept      Validate    Prototype           Test         Learn       Iterate
            Internally                     Externally   from user
                                                         behavior




                                                            #LeanUX | @jboogie
For services agencies it looks slightly different
Give your clients the power. They like that.




                   Validate                    Validate
Concept            w/client         Iterate    w/client   Prototype
                                                                                 Learn
                                                                               from user
                                                                                behavior




                                                                      #LeanUX | @jboogie
Distributed teams do it remotely!
 If they’re a part of you, it’s on! If not, it ain’t bloody likely.




                                                                      #LeanUX | @jboogie
http://farm3.static.flickr.com/2361/2076450897_be1b8ace7c.jpg
Is this good for every project?
 Use it where it makes sense.




                                                                           #LeanUX | @jboogie
http://manayunkdrinkspecials.com/wp-content/uploads/2009/11/45559121.jpg
Functional, task-flow projects work well.
There’s a clear end goal.




                                            #LeanUX | @jboogie
Highly experiential marketing projects will struggle.
Time to ideate and create options is essential.




                                                        #LeanUX | @jboogie
What about content heavy experiences?
Some up front planning is necessary.




                                        #LeanUX | @jboogie
Designers are used to being heroes.
Lean UX is distinctly, anti-hero.




                                                              #LeanUX | @jboogie
http://www.abegoodman.com/Images/greatest-american-hero.jpg
Lean UX brings Design Thinking to a broader
audience.


Which creates empathy for:
- The customer
- The problem space
- The design discipline




                                              #LeanUX | @jboogie
This is an evolution. Not a revolution.
 Designers must evolve to stay relevant.




                                                            #LeanUX | @jboogie
http://www.flickr.com/photos/freejay3/2387714157/sizes/l/
@jboogie
         jeff@proof-nyc.com
       Thank you
         www.leanuxbook.com
         www.jeffgothelf.com
         slideshare.net/jgothelf




I’m writing a book! Pre-order here

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Lean UX: Building a shared understanding to get out of the deliverables business

  • 1. Lean UX: Building a shared understanding …and getting out of the deliverables business UX LX Lisbon, Portugal May 18th, 2012
  • 2. A tale of two cities… …it was (definitely not) the best of times #LeanUX | @jboogie
  • 3. Building (digital) bridges …turned out to be fairly effective #LeanUX | @jboogie
  • 4. Aligning corporate strategy with a UX focus …many (expensive) ways to bring awareness #LeanUX | @jboogie
  • 5. Or the team can spend some time visualizing …to, at least, start from the same point #LeanUX | @jboogie
  • 6. And we made it easy… …to keep the conversation going #LeanUX | @jboogie
  • 7. And we made it easy… …to keep the conversation going #LeanUX | @jboogie
  • 9. Visualizing our ideas reveals inconsistencies …between designers, developers, product owners and customers #LeanUX | @jboogie http://www.agileproductdesign.com (Jeff Patton)
  • 10. Regular discussion leads to iteration …with each iteration leading to broader buy-in #LeanUX | @jboogie http://www.agileproductdesign.com (Jeff Patton)
  • 11. Ultimately leading to shared understanding …and team alignment #LeanUX | @jboogie http://www.agileproductdesign.com (Jeff Patton)
  • 12. Shared understanding is the currency of Lean UX …it’s worth its weight in paper, time & productivity #LeanUX | @jboogie http://images.wikia.com/currencies/images/6/65/Euro_coins_and_banknotes.jpg
  • 13. Lean UX Inspired by Lean Startup and Agile development theories, it’s the practice of bringing the true nature of design work to light faster, in a collaborative, cross-functional way with less emphasis on deliverables and greater focus on the actual experience being designed. #LeanUX | @jboogie
  • 14. Agile values: Individuals and interactions over processes and tools Working software over comprehensive documentation Customer collaboration over contract negotiation Responding to change over following a plan #LeanUX | @jboogie
  • 16. Lean Startup The Lean Startup has as a premise that every startup is a grand experiment that attempts to answer a question. The question is not "Can this product be built?" Instead, the questions are "Should this product be built?" and "Can we build a sustainable business around this set of products and services?" This experiment is more than just theoretical inquiry; it is a first product. #LeanUX | @jboogie
  • 17. These are philosophies, not methodologies. #LeanUX | @jboogie
  • 18. It goes a little something like this… Do this. Quickly. Many times. Just the UX process Concept Validate Prototype Test Learn Iterate Internally Externally from user behavior #LeanUX | @jboogie
  • 19. “Go that way. Really fast. If something gets in your way, turn.” -Charles DeMar (Curtis Armstrong) to Lane Myer (John Cusack) in “Better Off Dead” #LeanUX | @jboogie
  • 20. In fast-paced environments, traditional UX is a bottleneck We’re getting in our own way #LeanUX | @jboogie http://www.freakingnews.com/Bottle-Neck-Pics-36343.asp
  • 21. With interactive experiences evolving rapidly The traditional design deliverable is an inefficient obstacle #LeanUX | @jboogie
  • 22. We have to change perspective on how to “do” UX Today’s markets require a new way of looking at our processes #LeanUX | @jboogie http://offroadinghome.blogspot.com/2011/04/geo-tography-forced-perspective.html
  • 23. Designers can’t hide behind their monitor any more! This is a designer-led initiative #LeanUX | @jboogie http://www.flickr.com/photos/yamagatacamille/4799648425/sizes/l/
  • 24. Get design work out there. Fast. In public. Yep, where others can see it. #LeanUX | @jboogie
  • 25. OK. I’m intrigued. But how does it really work? First 5 things you need to do… #LeanUX | @jboogie
  • 26. Solve the problem together As opposed to implementing someone else’s solution 1 #LeanUX | @jboogie
  • 27. Sketching It’s all the rage! 2 It’s Bieber! #LeanUX | @jboogie
  • 28. Example of sketching at work V1 of the UI 2 #LeanUX | @jboogie
  • 29. Sketching brings experiences to life faster Launched UI 2 #LeanUX | @jboogie http://www.flickr.com/photos/mims/326748812/sizes/l/
  • 30. Prototype it! Build an experience, not a document. 3 #LeanUX | @jboogie http://justaddwater.dk/
  • 31. Once validated, demo to the team. …and get everybody started. 3 No additional deliverables are needed! #LeanUX | @jboogie http://www.flickr.com/photos/koolwaaij/152426460/sizes/o/
  • 32. Pair up! But do it, cross-functionally 4 #LeanUX | @jboogie http://photofind.com/featured-photo/20-uncomfortable-moments-in-sports
  • 33. Pairing saves time Builds a common language 4 #LeanUX | @jboogie http://hoveringartdirectors.tumblr.com/page/2
  • 34. Pairing sets designers free, man …and empowers developers! 4 #LeanUX | @jboogie http://www.clydekellerphotos.com/images/AP_Kesey_HippiesDancing_GALLERY_CGW.jpg
  • 35. Style guides! The cause of, and solution to, all your UX problems 5 #LeanUX | @jboogie
  • 36. They’re good for developers too! Creates a reusable asset library and point from which to start 5 #LeanUX | @jboogie
  • 37. “Speed first. Aesthetics second.” – Jason Fried, 37Signals.com #LeanUX | @jboogie
  • 38. “Going for the bronze.” – A Creative Director I used to work with #LeanUX | @jboogie
  • 39. “It’s not iterative if you only do it once.” – Stu Eccles, Technical Director, Made By Many #LeanUX | @jboogie
  • 40. Every design is a hypothesis Don’t design things people don’t want #LeanUX | @jboogie http://deggan.blogspot.com/2011/01/three-giant-paper-airplanes-and.html
  • 41. Validate your hypothesis with customers Keep it light and cheap. #LeanUX | @jboogie http://www.flickr.com/photos/forakerdesign/3657336793/sizes/l/
  • 42. Use data to settle subjective issues A/B testing can settle these “Pepsi challenges” #LeanUX | @jboogie http://2.bp.blogspot.com/__3p5_gzemps/TLpuaIolhlI/AAAAAAAAA-o/smDfmM8xqQM/s1600/Coke-vs-Pepsi.jpg
  • 43. Form factor is ultimately irrelevant There are many ways to validate hypotheses
  • 44. Informal and quick is better than…. Delayed feedback loops
  • 45. It’s not “The Spec” that gives control Lead with conversation, trail with documentation #LeanUX | @jboogie http://talkingtraffic.org/wp-content/images/stack_documents.jpg
  • 46. This is the goal… Moving towards parallel path development and design. http://www.greatoutdoors.com/files/imagecache/display/files/images/articles/Wong%20leading%20a%20Powder%208%20win%20%20photo%20-
  • 47. What Lean UX is NOT #LeanUX | @jboogie
  • 48. Lazy. Sorry. This is not a shortcut. “…the best part … is that the team is doing a F@&K-TON of UX. They document a ton of stuff explicitly on the walls and implicitly in shared understanding among team members.” -Austin Govella commenting on Whitney Hess’s “Why I Detest the Term Lean UX” http://whitneyhess.com/blog/2011/02/27/why-i-detest-the-term-lean-ux/ #LeanUX | @jboogie http://www.causticsodapodcast.com/wp-content/uploads/2010/11/lazy.jpg
  • 49. The only thing being removed is waste. Leave the toolbox intact. Use the tools as necessary. #LeanUX | @jboogie http://www.flickr.com/photos/mims/326748812/sizes/l/
  • 50. This is NOT design-by-committee! That never leads to anything pretty. #LeanUX | @jboogie http://www.flickr.com/photos/mims/326748812/sizes/l/
  • 51. Can I make this happen in my organization? Short answer: Yes. Long answer: Yessssssssss! #LeanUX | @jboogie
  • 52. You’re an in-house designer… Start small and internal. Ask for forgiveness. #LeanUX | @jboogie http://sarah.theworkexperiment.com/wp-content/uploads/2011/07/think-big-start-small1.jpg
  • 53. You are in the problem-solving business and you don’t solve problems with design documentation. You solve them with elegant, efficient and sophisticated software. #LeanUX | @jboogie
  • 54. Startups This is the only way to work… #LeanUX | @jboogie http://militarytobusiness.blogspot.com/2010/12/start-ups-at-hbs.html
  • 55. The interactive agency and services world. Tougher sell. Worth it in the end. #LeanUX | @jboogie
  • 56. Agencies are in the deliverables business. (Focus is on output rather than outcome) #LeanUX | @jboogie
  • 57. Recapping the “in-house” Lean UX process…. Remember? Just the UX process Concept Validate Prototype Test Learn Iterate Internally Externally from user behavior #LeanUX | @jboogie
  • 58. For services agencies it looks slightly different Give your clients the power. They like that. Validate Validate Concept w/client Iterate w/client Prototype Learn from user behavior #LeanUX | @jboogie
  • 59. Distributed teams do it remotely! If they’re a part of you, it’s on! If not, it ain’t bloody likely. #LeanUX | @jboogie http://farm3.static.flickr.com/2361/2076450897_be1b8ace7c.jpg
  • 60. Is this good for every project? Use it where it makes sense. #LeanUX | @jboogie http://manayunkdrinkspecials.com/wp-content/uploads/2009/11/45559121.jpg
  • 61. Functional, task-flow projects work well. There’s a clear end goal. #LeanUX | @jboogie
  • 62. Highly experiential marketing projects will struggle. Time to ideate and create options is essential. #LeanUX | @jboogie
  • 63. What about content heavy experiences? Some up front planning is necessary. #LeanUX | @jboogie
  • 64. Designers are used to being heroes. Lean UX is distinctly, anti-hero. #LeanUX | @jboogie http://www.abegoodman.com/Images/greatest-american-hero.jpg
  • 65. Lean UX brings Design Thinking to a broader audience. Which creates empathy for: - The customer - The problem space - The design discipline #LeanUX | @jboogie
  • 66. This is an evolution. Not a revolution. Designers must evolve to stay relevant. #LeanUX | @jboogie http://www.flickr.com/photos/freejay3/2387714157/sizes/l/
  • 67. @jboogie jeff@proof-nyc.com Thank you www.leanuxbook.com www.jeffgothelf.com slideshare.net/jgothelf I’m writing a book! Pre-order here

Notas del editor

  1. Gust case study – distributed teams w/devs in Vancouver, PM/UX in NYC and no collaboration going on. Just docs/emails exchanged between teams. No coding till sign off and then more negotiation.Bad communication, no shared goals, no shared language, non shared understanding…
  2. Gust case study – distributed teams w/devs in Vancouver, PM/UX in NYC and no collaboration going on. Just docs/emails exchanged between teams. No coding till sign off and then more negotiation.Bad communication, no shared goals, non shared understanding…
  3. When I was at my last employer, we were concerned that the company was making strategic decisions without fully considering the needs of the user. Since most of us rarely sat at that table we wanted to bring the user to the team. Initial proposals centered around persona research and creation – an activity which can cost tens of thousands of dollars and take several months.What were some other ways we could do this?The ad-hoc persona proved to be a terrific way to get the conversation started at the exec level.
  4. After the exercise, which took 8 hours over two days, the team walked away with a similar POV of who they were serving with current and new services.
  5. Knowing we wouldn’t be at every subsequent conversation, we wanted our work to go with the team…
  6. Knowing we wouldn’t be at every subsequent conversation, we wanted our work to go with the team…
  7. This is where every team starts at the beginning of every product design project.The goal is shared understanding.
  8. The goal is shared understanding.
  9. The goal is shared understanding.
  10. The goal is shared understanding.
  11. The goal is shared understanding.
  12. Takes too long to get to an ideaTakes too long to get the idea validatedHow do you know it’s the right designCan’t wait to launch productEtc…