Strategy PROCESS, QUESTIONS & RESOURCES

Create
Shared
Vision
Discover
Jobs to be
Done / Value
Proposition
Design
Create
Shared
Problem
Framing
Phases
What are our
aspirations?
What are our
Challenges
What will we
focus on?
Teams
jumping too
quickly into
solutions
Making decisions
based on only
assumptions, not
real research or
analysis.
Discover
We need to create a shared understanding of what problems we are trying to
solve, what strategic choices we are trying to make, and what questions we are
trying to answer before we can choose what tools, frameworks, and methods are
more practical to facilitate the discussions required to answer these questions.
by the Strategy Practice at SuccessFactors Products and Design
Strategy Process,
Questions and Resources
1
Questions
High-level steps goals the product
team is trying to achieve in each phase
What kinds of conversations should we
be having during each phase?
User
Research
Hypothesis
Writing
Challenge
Briefs
Pain Points
Problems you likely run into!
List references to help you
familiarize yourself with the
questions, methods, and
frameworks.
Click on the thumbnails to visit the
corresponding references
Resources
2
3
5
6
Identify, articulate, assess
and align on potential
problems to solve. It
involves speaking to and
spending time with people
affected by the issues.
Define
Crystallize and visualize
potential product futures.
Insights gathered from the
discovery phase can help to
define the challenge in a
different way
Develop
Prototype, test, and learn to
check concepts' desirability,
feasibility, and viability. Give
different answers to the
clearly defined problems.
Deliver
Build, Iterate and Repeat.
Involves testing out different
solutions at small scale,
rejecting those that will not
work and improving the
ones that will.
Methods &
Frameworks
What methods or tools might be more
applicable in which situations?
4
What are our
guiding
principles?
What type of
activities?
How will we
measure
success?
Why are
we doing
this?
Who is the
target
audience?
What are the
user goals,
behaviors and
motivations?
What are
competitors
doing?
Is there existing user
research that we can
leverage? How much
do we need research
done before we start?
What business
impact we
need to
create?
What
experiences do
we ultimately
want to deliver?
How will we
impact our
customers's work
and daily lives?
How does our
solution transform
what they are
capable of doing
(JTBD)?
How does our
solution
transform who
they ultimately
are?
What is our
vision?
Which markets,
customer segments,
channels, and
industries help us
narrow our focus?
What changes in
customer/user
behavior will drive
business impact? What problems
can you focus on
that will have the
most impact?
What does
success
look like?
What are the
things we are
trying to learn
about the
problem?
What are the
fastest and
cheapest ways to
learn these
things?
Which Jobs do
customers/users find
most important and
are least satisfied
with?
What
problem are
we trying to
solve?
If there are
multiple
problems, which
one is most
important?
How does this
problem relate to
or impact our
goals?
What is the
simplest way to fix
these problems
that will allow us to
meet our goals?
What aspects will
you include in
your strategy, and
what aspects will
you leave out?
What is your
prioritization
policy, and how
is it visualized?
How will we visually
distinguish between
higher priorities and
lower priority work?
How will you signal
when work has been
prioritised and is
ready to be worked
on?
In this phase, we should see the level
of ambiguity diminishing, so facilitating
investment discussions and clarifying
priorities have the highest payoff in
mitigating back-and-forth. That said,
the cost of changing your mind
increases drastically in this phase.
Since we are moving away from
simulations and we can put something
that resembles the final product in front
of customers and users, we should
focus as much as possible on capturing
both preference and performance data
with concept testing and usability
testing.
However, once a solution is live,
the best you can do is collect data
from actual customer usage for
visibility and traceability to make
hard choices about pivoting,
persevering, or stopping the
product's next iteration.
This phase is wildly divergent, so
we need to counterintuitively do the
things usually perceived as
“slowing us down,” such as user
research, challenging the problem
framing, creating a shared vision,
and testing business ideas.
Competitive
Analysis
Test
Business
Ideas
How do we
know we are
right/wrong?
Job Maps
User Story
Mapping
Design
Sprints /
Studios
Outcome-
Driven
Innovation
(ODI)
Kano Model
Product
Backlog
Planning &
Grooming
Design
Studio
Collaborative
Prototyping
System
Usability
Scale (SUS)
American
Customer
Satisfaction
Index (ACSI)
Specifications
Usability
Testing
Visioneering
Usability
Metric for
User
Experience
(UMUX)
Jobs Maps
HEART
metrics
Live User
Insights
System
Usability
Scale (SUS)
Usability
Metric for
User
Experience
(UMUX)
User Story
Mapping
Product
Backlog
Planning &
Grooming
Other
Customer
Feedback
UXI Matrix
Are any new
standards/style
guide elements
needed?
Will the designs
achieve business
and user goals?
Has there
been a
technical
feasibility
review?
Has it
been
usability
tested?
Has the design been reviewed
by UXD Leadership? Related
project teams? Head creative
director? Standards specialist?
Accessibility? Proofreader?
Is it consistent
with other
areas like it?
What is the
final
design?
Have user
research findings
been
incorporated?
Desirability:
Does the
market want
this idea?
Feasibility:
Can we
deliver at
scale?
Viability: Is the
idea profitable
enough?
Viability: Is the idea
profitable enough?
Adaptability: Can the
idea survive and adapt
in a changing
environment?
Shall we
Persevere,
Pivot, or
Stop?
How will we
communicate the
artifacts have been
updated, cleaned up,
and ready to be
shared?
How will we
communicate the
artifacts have been
updated, cleaned up,
and ready to be
shared?
Doing the Right Things
Experience Strategy
Doing Things Right
Experience Design
All models are
wrong, but some
are useful
George Box, British statistician
18 October 1919 – 28 March 2013
Becoming a Design Strategist
In the middle of 2019, I posted on LinkedIn about a Design
Strategist Multiplier program that my colleague Edmund Azigi
and I were putting together per the request of Scott Lietzke,
our VP of Design at SAP SuccessFactors. That post was by
far my most popular post on LinkedIn ever. Since there was
Info
Strategy and the Need of Facilitation
I’ll argue for the Need for Facilitation as strategists guide
individuals and groups to make business decisions through
effective facilitation processes.
Info
Strategy and Stakeholder Management
Let's talk about Stakeholder Management skills that help you
identify people, groups, or organizations that could impact or be
impacted by projects.
Info
Strategy, Facilitation and Art of Asking Questions
In this post, we will dive deep into the art of asking questions
to ensure teams are making good decisions and paddling in
the same direction.
Info
Strategy, Planning and Project Management
There are some Project Management skills that will prove
invaluable for the effectiveness of design strategists.
Info
Strategy, Feedback and Design Reviews
Influencing larger decisions that shape strategy starts with
facilitating the smallest decisions, including how to
incorporate feedback into designs.
Info
Strategic Collaboration in Distributed or Remote
Environments
Let's talk about some strategies to help improve strategic
collaboration while working in Distributed, Remote or Global
Teams
Info
Project Management, Negotiation and Conflict
Resolution
Learn some Conflict Resolution techniques to channel the
energy of conflict into constructive disagreement and
open exchange of ideas.
Info
Strategy and Thought Leadership
I'll argue why Thought Leadership is a critical skill for designers
to become good strategists who are better prepared to
influence business decisions
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Strategy and Facilitating Good Decisions
In this post we talk about how designers and strategists
can respond, prod, encourage guide, coach and teach as
they guide individuals and groups to make good decisions
that are critical in the business.
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Strategy, Teamwork and Psychological Safety
Conflict arises in every team, but psychological safety
makes it possible to channel that energy into productive
interaction, constructive disagreement, an open exchange
of ideas, and learning from different points of view.
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Strategy and Prioritisation
Learn how prioritization can help us focus on what is
essential, steering us closer to our vision and goals.
Info
The Need for Quantifying and Qualifying Strategy
Learn about quantifying and qualifying aspects of strategy as
we make a case for a set of tools that helps teams find
objective ways to assess value while facilitating investment
discussions of our design options.
Info
Strategy and Testing Business Ideas
Testing Business Ideas throughly, regardless of how great they
may seem in theory, is a way to mitigate risks of your viability
hypothesis being wrong.
Info
Problem Framing for Strategic Design
More often than not, is not for the lack of ideas that teams
cannot innovate, but because of all the friction or drag
created by not having a shared vision and understanding of
what the problems they are trying to solve. In this post, I’ll
deep dive on some problem framing techniques that can
help you get team alignment by creating clarity of what
problems they are trying to solve.
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Strategy and the Importance of Vision
Let’s talk about the importance of vision for creating a shared
understanding of why we are bringing a product to market in the
first place.
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Facilitating Investment Discussions in Strategy
In this post, I'll focus on how to help teams facilitate
investment discussions by finding ways to remove (or at
least reduce) subjectivity when we compare, contrast, or
debate the value ideas, approaches, and solutions to
justify the investment in them.
Info
Storytelling for Facilitation and Discussing Design
I’ll make the case for the need of incorporating storytelling in
your facilitation toolset for better idea generation, discussing
design, and creating shared understanding.
Info
Strategy, Facilitation and Visual Thinking
Learn some visual thinking techniques that are key to
effectively facilitating and communicating strategic
decisions.
Info
Strategy and the Art of Creating Choices
Learn how designers can step up to the plate and
become skilled facilitators that help teams create
choices.
Info
Strategy, Pivot and Risk Mitigation
Let's talk about how we can facilitate pivot and risk
mitigation discussions while pursuing ideas and
approaches, what methods, tools, or techniques are
available for pivot and risk mitigation, and what signals
we need to capture to know if we should Persevere, Pivot
or Stop.
Info
Bringing Business Impact and User Needs together
with Jobs to be Done (JTBD)
Learn how Jobs to be Done (JTBD) work as an “exchange”
currency between designers, business stakeholders, and
technology people.
Info
Strategy, Visibility and Traceability
Let's talk the need for visibility and traceability systems that
enables you to adjust strategic choices accordingly
Info
available for pivot and risk mitigation, and what signals we
need to capture to know if we should Persevere, Pivot or
Stop.
Info
Strategy, Feedback and Design Reviews
Influencing larger decisions that shape strategy starts with
facilitating the smallest decisions, including how to
incorporate feedback into designs.
Info
Project Management, Negotiation and Conflict
Resolution
Learn some Conflict Resolution techniques to channel the
energy of conflict into constructive disagreement and open
exchange of ideas.
Info
The Skills of a Strategist
If designers want to influence and translate strategy in ways
that drive their user experience vision forward, they must
become both business-savvy analysts and synthesizers.
What are the skills of a strategist designers need to become
both business-savvy analysts and synthesisers?
Info
Strategy, Visibility and Traceability
Let's talk the need for visibility and traceability systems that
enables you to adjust strategic choices accordingly
Info
available for pivot and risk mitigation, and what signals we
need to capture to know if we should Persevere, Pivot or
Stop.
Info
There are some Project Management skills that will prove
invaluable for the effectiveness of design strategists.
Info
Multipliers, Revised and
Updated: How the Best
Leaders Make Everyone
Smarter
Multipliers, Revised and
Updated: How the Best Leaders
Make Everyone Smarter
[Wiseman, Liz] on Amazon.com.
*FREE* shipping on qualifying
offers. Multipliers, Revised and
Updated: How the Best Leaders
Make Everyone Smarter
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Making Things Happen:
Mastering Project
Management (Theory in
Practice (O'Reilly))
In the updated edition of this
critically acclaimed and
bestselling book, Microsoft
project veteran Scott Berkun
offers a collection of essays on
field-tested philosophies and
strategies for defining, leading,
and managing projects. Each
essay distills complex concepts
and challenges into practic...
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The 21 Irrefutable Laws of
Leadership: Follow Them
and People Will Follow You
The 21 Irrefutable Laws of
Leadership: Follow Them and
People Will Follow You [Maxwell,
John C.] on Amazon.com.
offers. The 21 Irrefutable Laws of
Leadership: Follow Them and
People Will Follow You
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User Story Mapping:
Discover the Whole Story,
Build the Right Product
User Story Mapping: Discover
the Whole Story, Build the Right
Product [Patton, Jeff, Economy,
Peter] on Amazon.com. *FREE*
shipping on qualifying offers.
User Story Mapping: Discover
the Whole Story, Build the Right
Product
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Design a Better Business:
New Tools, Skills, and
Mindset for Strategy and
Innovation
Amazon.com: Design a Better
Business: New Tools, Skills, and
Mindset for Strategy and
Innovation: 9781119272113: Van
Der Pijl, Patrick, Lokitz, Justin,
Solomon, Lisa Kay, van der
Pluijm, Erik, van Lieshout,
Maarten: Books
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Playing to Win: How
Strategy Really Works
Amazon.com: Playing to Win:
How Strategy Really Works:
9781491528792: Lafley, A. G.,
Martin, Roger L., Ganser, L.J.:
Books
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Lean UX: Designing Great
Products with Agile Teams
Lean UX: Designing Great
Products with Agile Teams
[Gothelf, Jeff, Seiden, Josh] on
Amazon.com. *FREE* shipping
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Designing Great Products with
Agile Teams
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The Jobs To Be Done
Playbook: Align Your
Markets, Organization, and
Strategy Around Customer
Needs
The Jobs To Be Done Playbook:
Align Your Markets,
Organization, and Strategy
Around Customer Needs
[Kalbach, Jim, Schrage, Michael]
on Amazon.com. *FREE*
The Jobs To Be Done Playbook:
Align Your Markets,
Organization, and Strategy
Around Customer Needs
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Mapping Experiences: A
Complete Guide to
Customer Alignment
Through Journeys,
Blueprints, and Diagrams
Mapping Experiences: A
Complete Guide to Customer
Alignment Through Journeys,
Blueprints, and Diagrams
[Kalbach, James] on
on qualifying offers. Mapping
Experiences: A Complete Guide
to Customer Alignment Through
Journeys, Blueprints, and
Diagrams
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Gamestorming: A Playbook
for Innovators,
Rulebreakers, and
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Playbook for Innovators,
Rulebreakers, and
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8601300354866: Gray, Dave,
Brown, Sunni, Macanufo, James:
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The Trusted Advisor: 20th
Anniversary Edition
Amazon.com: The Trusted
Advisor: 20th Anniversary
Edition: 9781982157104: Maister,
David H., Galford, Robert, Green,
Charles: Books
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101 Design Methods: A
Structured Approach for
Driving Innovation in Your
Organization
101 Design Methods: A
Structured Approach for Driving
Innovation in Your Organization
[Kumar, Vijay] on Amazon.com.
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Value Proposition Design:
How to Create Products
and Services Customers
Want (The Strategyzer
Series)
Value Proposition Design: How
to Create Products and Services
Customers Want (The
Strategyzer Series) [Osterwalder,
Alexander, Pigneur, Yves,
Bernarda, Gregory, Smith, Alan,
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Proposition Design: How to
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Testing Business Ideas: A
Field Guide for Rapid
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Strategyzer Series)
Testing Business Ideas: A Field
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(The Strategyzer Series) [Bland,
David J., Osterwalder,
Alexander] on Amazon.com.
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What is
Strategy?
The methods, frameworks, and
activities in each phase should help
answer the questions that allow us to
make good choices.
Watch Jeff Patton's
"Output versus Outcome
and Impact" talk
In this short video, Jeff Patton
talks about the challenges of
moving from Output to Outcome
in Product Thinking, and how we
should measure good outcome!
Info
Watch "Owning Agile" by
Jeff Patton
In this talk at Mind the Product
2018, Jeff Patton Jeff Patton
deconstructs agile from a
product manager's view,
explains how "broken" agile felt
to him in the days when he was
in a product role and what
helped him to fix it, and makes it
clear that so far agile is the best
thing we've got to get
Info
Listen to Josh Seiden's
"Outcomes Over Outputs"
talk
Joshua Seiden recently talked
on the Product Experience
Podcast, where we find out how
to simplify the development
process by focusing on getting
the outcomes we want.
Info
Watch "How to Break Free
of the Feature Factory"
with John Cutler
John Cutler looks at 12 Signs
You Are Working in a Feature
Factory, talks about some hard
conversations to be had, and
how psychological safety is a
prerequisite to escaping the
build trap.
Info
Watch "A Plan is Not a
Strategy" talk with Roger
Martin
A comprehensive plan-with
goals, initiatives, and budgets-is
comforting. But starting with a
plan is a terrible way to make
strategy. Roger Martin, former
dean of the Rotman School of
Management at the University of
Toronto and one of the world's
leading thinkers on strategy,
says developing ...
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"User Interface Design in
an Agile Environment": Jeff
White and Jim Unger
Jeff White and Jim Unger
highlight a design studio's inner
workings – a time-boxed,
collaborative design session
that consolidates ideas and
team direction around a
standard design.
Info
Watch William Ury's 'The
walk from "no" to "yes" '
talk
William Ury, author of " Getting
to Yes," offers an elegant, simple
(but not easy) way to create
agreement in even the most
difficult situations - from family
conflict to, perhaps, the Middle
East.
Info
Watch "Seeing the Big
Picture: The Development
of an Experience
Scorecard" with Bill Albert
In this webinar, Bill Albert shows
how his experience scorecard
can be used to answer
important questions around
usability, emotional experience,
design, and brand experience.
Info
Watch "Secrets of
Successful Collaboration"
with Gretchen Anderson
Gretchen Anderson shares the
secrets of successful
collaboration that can increase
the inclusivity of teams and
reduce the struggles of working
together.
Info
Watch "20 Years of Product
Management in 25
Minutes" with Dave
Wascha
In this entertaining and insightful
talk from Mind the Product San
Francisco he distills 20 Years of
Product Management in 25
Minutes, breaking them down in
twelve key lessons.
Info
Watch "The Five
Dysfunctions of
Democratising Research"
talk with Leisa Reichelt
So, do you want to scale
research in your organization? In
this talk at IxDA’s Interaction’20,
Leisa discusses how the five
dysfunctions of democratizing
research come into being, what
risks they pose, and what we
can do to overcome them.
Info
Watch Tomer Sharon's
"Don't Listen to Users,
Sample Their Experience"
talk
The Experience Sampling
Method is a simple research
technique for uncovering user
needs. In a typical Experience
Sampling method, research
participants are interrupted
several times a day to note their
experience in real time. In his
talk during The LeanUX
Conference, researcher Tomer
Sharon demonstrates the
method, describe how it has
been applied at Google Search,
and provide a short, practical
how-to guide.
Info
Watch "Great User
Research (for Non-
Researchers)" talk by Steve
Portigal
In this talk, Steve Portigal
explains how to do great
research for non-researchers,
and tells us how to be more
effective in the three main
elements of research: planning
research, conducting research,
and acting on research.
Info
Watch "How can we Build
Human-Centred Products"
talk by Kim Goodwin
Everybody is trying to create
products that make people's
lives better. However, by simply
focusing on metrics, rather than
the humans behind them, we
risk making bad decisions that
have unintended consequences
for people and society. In this
talk at Mind the Product, Kim
Goodwin urges us to Build
Human-Centred Products and
not be data centered.
Info
Watch Jon Kolko's "Stories:
The way to our heart, and
the key to design strategy"
talk
Jon Kolko shows you why, when,
and how to create stories that
set design strategy. You’ll see
examples of both successes and
failures, learn where these
narratives are contextually most
relevant and useful, identify the
key components that make
these stories successful, and
gain the ability to form and
present a vision of the future to
drive product and service
strategy.
Info
Watch Marc Rettig and
Hannah DuPlessis "Design
as Participation" talk
In their Talk "Design as
Participation", Marc and Hanna
bring their point of view to the
theme of "design in context,"
expanding it to consider three
contexts: the operational context
(where we focus most of our
attention), the "great context" of
systemic and societal shifts, and
the inner context
Info
Watch Jared Spool's "Using
the Kano Model to Build
Delightful UX" talk
Jared covers how to prune
features to avoid experience rot,
use pleasure, flow, and meaning
to create delightful UX, and help
Innovate with baby steps to the
aspirational experience.
Info
Watch Patrick Whitney's
"The Value of Abstracting
Design Problems" talk
Patrick Whitney, Institute of
Design Dean and Steelcase /
Robert C. Pew Professor
explains the value of design for
business and innovation — in
under four minutes!
Info
Watch Jim Kalbach's
"Designing for Adoption"
talk
The ultimate goal of innovation
is user adoption: we want
people to use the things we
create in a way that impacts
their lives. But building a better
mouse trap guarantees nothing.
History shows it’s not
technology's whiz-bang but
human factors that matter in the
end. In this talk, Jim will look at
specific design-related
considerations in successful
innovation.
Info
Creating great choices,
facilitating good decisions, and
experimenting to capture
preference data allows teams
to converge and align on the
direction they should go.
The more you “discover”
in this phase, the more
certainty you create for
making informed
decisions later
Results from customer
usage might provide
insights and opportunities
for enhancement and
innovations in the next
iteration.
In this phase, we
should start capturing
signals to decide if we
should persevere,
pivot, or stop.
Do the coded
pages match
the design?
Has
performance
been
assessed?
Have the UXD
bugs been
documented,
prioritized, and
resolved?
Is UXD QA
complete?
Have any
technical
feasibility
issues arisen?
Do the designs
achieve business
and user goals?
Has the code
been reviewed
by
Accessibility?
Have we updated
our strategy-related
artifacts to match the
most recent
decisions?
How are we going
to track insights
from Live User
Insights Data?
Concept
Testing
Watch Christina Wodtke's
"The Executioner's Tale"
talk
Ideas are cheap! Execution is
everything!
Info
Listen to Alvin Toffler's
"Possibilities, Not
Predictions" interview for
NPR
Alvin Toffler’s talks about the
40th anniversary of the book
“Future Shock”, the effect of
rapid change holds insights into
the present, and how we prefer
to talk about the future in terms
of Possibilities, Not Predictions.
Info
Discover
Identify, articulate, assess and align on potential problems to solve
Define
Crystallize and visualize potential product futures
What's Your Problem?: To
Solve Your Toughest
Problems, Change the
Problems You Solve
"The author makes a compelling
case that we often start solving
a problem before thinking
deeply about whether we are
solving the right problem. If you
want the superpower of solving
better problems, read this book."
-- Eric Schmidt, former CEO,
Google Are you solving the right
problems ? Have you
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Decision Quality: Value
Creation from Better
Business Decisions
Decision Quality: Value Creation
from Better Business Decisions
[Meyer, Jennifer, Spetzler, Carl,
Winter, Hannah] on
on qualifying offers. Decision
Quality: Value Creation from
Better Business Decisions
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Overcoming the Five
Dysfunctions of a Team
Overcoming the Five
Dysfunctions of a Team [Patrick
Lencioni, Joel Leffert] on
on qualifying offers. Overcoming
the Five Dysfunctions of a Team
Amzn
Business Strategy: A Guide
to Effective Decision-
Making (Economist Books)
The effectiveness of a good
strategy well implemented
determines a business' future
success or failure. Yet history is
full of strategic decisions, big
and small, that were ill-
conceived, poorly organized
and consequently disastrous.
This updated guide looks at the
whole process of strategic
deci...
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Meeting Design: For
Managers, Makers, and
Everyone
Meeting Design: For Managers,
Makers, and Everyone [Hoffman,
Kevin M., Sutter, Matt, Gothelf,
Jeff] on Amazon.com. *FREE*
Meeting Design: For Managers,
Makers, and Everyone
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Making Work Visible:
Exposing Time Theft to
Optimize Work & Flow
Making Work Visible: Exposing
Time Theft to Optimize Work &
Flow [DeGrandis, Dominica,
DeMaria, Tonianne] on
on qualifying offers. Making
Work Visible: Exposing Time
Theft to Optimize Work & Flow
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What Customers Want:
Using Outcome-Driven
Innovation to Create
Breakthrough Products and
Services
What Customers Want: Using
Outcome-Driven Innovation to
Create Breakthrough Products
and Services [Anthony Ulwick]
What Customers Want: Using
Outcome-Driven Innovation to
Create Breakthrough Products
and Services
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Rituals for Work
Amazon.com: Rituals for Work:
9781119530787: Ozenc, Kursat:
Books
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High-Impact Tools for
Teams: 5 Tools to Align
Team Members, Build
Trust, and Get Results Fast
(The Strategyzer Series)
Amazon.com: High-Impact Tools
for Teams: 5 Tools to Align Team
Members, Build Trust, and Get
Results Fast (The Strategyzer
Series): 9781119602385:
Mastrogiacomo, Stefano,
Osterwalder, Alexander, Smith,
Alan, Papadakos, Trish: Books
Amzn
Project Management for
Humans: Helping People
Get Things Done
Project management―it's not
just about following a template
or using a tool, but rather
developing personal skills and
intuition to find a method that
works for everyone. Whether
you're a designer or a manager,
Project Management for
Humans will help you estimate
and plan tasks, scout and
address...
Amzn
Articulating Design
Decisions: Communicate
with Stakeholders, Keep
Your Sanity, and Deliver the
Best User Experience
Articulating Design Decisions:
Communicate with
Stakeholders, Keep Your Sanity,
and Deliver the Best User
Experience [Greever, Tom] on
on qualifying offers. Articulating
Design Decisions: Communicate
with Stakeholders, Keep Your
Sanity, and Deliver the Best
User ...
Amzn
The Fearless Organization:
Creating Psychological
Safety in the Workplace for
Learning, Innovation, and
Growth
The Fearless Organization:
Creating Psychological Safety in
the Workplace for Learning,
Innovation, and Growth
[Edmondson, Amy C.] on
on qualifying offers. The
Fearless Organization: Creating
Psychological Safety in the
Workplace for Learning,
Innovation, and Growth
Amzn
Dare to Lead: Brave Work.
Tough Conversations.
Whole Hearts.
Dare to Lead: Brave Work.
Tough Conversations. Whole
Hearts. [Brown, Brené] on
on qualifying offers. Dare to
Lead: Brave Work. Tough
Conversations. Whole Hearts.
Amzn
Virtual Facilitation: Create
More Engagement and
Impact
Virtual Facilitation: Create More
Engagement and Impact
[Andersen, Henrik Horn, Nelson,
Iben, Ronex, Kare] on
on qualifying offers. Virtual
Facilitation: Create More
Engagement and Impact
Amzn
Measuring the User
Experience: Collecting,
Analyzing, and Presenting
Usability Metrics
(Interactive Technologies)
Measuring the User Experience:
Collecting, Analyzing, and
Presenting Usability Metrics
(Interactive Technologies):
8601300090115: Computer
Science Books @ Amazon.com
Amzn
Value Stream Mapping:
How to Visualize Work and
Align Leadership for
Organizational
Transformation
Amazon.com: Value Stream
Mapping: How to Visualize Work
and Align Leadership for
Organizational Transformation:
9780071828918: Martin, Karen,
Osterling, Mike: Books
Amzn
The Design Thinking
Playbook: Mindful Digital
Transformation of Teams,
Products, Services,
Businesses and
Ecosystems (Design
Thinking Series)
The Design Thinking Playbook:
Mindful Digital Transformation of
Teams, Products, Services,
Businesses and Ecosystems
(Design Thinking Series)
[Lewrick, Michael, Link, Patrick,
Leifer, Larry] on Amazon.com.
offers. The Design Thinking
Playbook: Mindful Digital ...
Amzn
Made to Stick: Why Some
Ideas Survive and Others
Die
Amazon.com: Made to Stick:
Why Some Ideas Survive and
Others Die: 8601410083830:
Chip Heath, Dan Heath: Books
Amzn
Product Roadmaps
Relaunched: How to Set
Direction while Embracing
Uncertainty
Amazon.com: Product
Roadmaps Relaunched: How to
Set Direction while Embracing
Uncertainty: 9781491971727:
Lombardo, C. Todd, McCarthy,
Bruce, Ryan, Evan, Connors,
Michael: Books
Amzn
Impact Mapping: Making a
Big Impact with Software
Products and Projects
Software is everywhere today,
but countless software products
and projects die a slow death
without ever making any impact.
The result is a tremendous
amount of time and money
wasted due to wrong
assumptions, lack of focus, poor
communication of objectives,
lack of understanding and
misalignment ...
Amzn
Inspired: How to Create
Tech Products Customers
Love (Silicon Valley
Product Group)
Inspired: How to Create Tech
Products Customers Love
(Silicon Valley Product Group)
[Cagan, Marty] on Amazon.com.
offers. Inspired: How to Create
Tech Products Customers Love
(Silicon Valley Product Group)
Amzn
Solving Product: Reveal
Gaps, Ignite Growth, and
Accelerate Any Tech
Product with Customer
Research (Lean B2B)
Amazon.com: Solving Product:
Reveal Gaps, Ignite Growth, and
Accelerate Any Tech Product
with Customer Research (Lean
B2B): 9781777160425: Garbugli,
Étienne: Books
Amzn
The Book of Management
This is the management guide
that gives you the skills you
need to succeed Managers at
any level must master a wide
range of business and personal
skills in order to succeed.
Originally published as part of
the "Essential Managers" series,
"The Book of Management"
covers everything you need to
kn...
Amzn
Sense and Respond: How
Successful Organizations
Listen to Customers and
Create New Products
Continuously
Amazon.com: Sense and
Respond: How Successful
Organizations Listen to
Customers and Create New
Products Continuously:
9781633691889: Gothelf, Jeff,
Seiden, Josh: Books
Amzn
Handbook of Usability
Testing: How to Plan,
Design, and Conduct
Effective Tests
Whether it's software, a cell
phone, or a refrigerator, your
customer wants - no, expects -
your product to be easy to use.
This fully revised handbook
provides clear, step-by-step
guidelines to help you test your
product for usability. Completely
updated with current industry
best practices, it ...
Amzn
Design Management:
Managing Design Strategy,
Process and
Implementation (Required
Reading Range)
Design Management: Managing
Design Strategy, Process and
Reading Range) [Best, Kathryn]
Design Management: Managing
Design Strategy, Process and
Reading Range)
Amzn
The 17 Indisputable Laws of
Teamwork: Embrace Them
and Empower Your Team
The 17 Indisputable Laws of
Teamwork: Embrace Them and
Empower Your Team [Maxwell,
John C.] on Amazon.com.
offers. The 17 Indisputable Laws
of Teamwork: Embrace Them
and Empower Your Team
Amzn
A Guide to the Project
Management Body of
Knowledge (PMBOK®
Guide)-Sixth Edition
Amazon.com: A Guide to the
Project Management Body of
Knowledge (PMBOK® Guide)-
Sixth Edition: 9781628251845:
Project Management Institute:
Books
Amzn
THRIVE: The Facilitator's
Guide to Radically Inclusive
Meetings
Each chapter contains practical
insights and accessible stories
that transform meetings from
dull to dynamic. Readers will
learn how to create effective
agendas, keep meetings task-
oriented but collegial, and
facilitate effectively in polarized
or conflicted settings. Thrive
includes chapters on ...
Amzn
Agile Practice Guide
Amazon.com: Agile Practice
Guide: 9781628251999: Project
Management Institute: Books
Amzn
Sprint: How to Solve Big
Problems and Test New
Ideas in Just Five Days
Sprint: How to Solve Big
Problems and Test New Ideas in
Just Five Days [Knapp, Jake,
Zeratsky, John, Kowitz, Braden,
Bittner, Dan] on Amazon.com.
offers. Sprint: How to Solve Big
Problems and Test New Ideas in
Just Five Days
Amzn
"User Interface Design in
an Agile Environment": Jeff
White and Jim Unger
Jeff White and Jim Unger
highlight a design studio's inner
workings – a time-boxed,
collaborative design session
that consolidates ideas and
team direction around a
standard design.
Info
Watch "Creating Value and
Flow in Product
Development" with John
Cutler
In this 7-minute video, John
explains why limiting work in
progress can increase flow and
value in product development
by limiting work-in-progress.
Info
Watch "Secrets of
Successful Collaboration"
with Gretchen Anderson
Gretchen Anderson shares the
secrets of successful
collaboration that can increase
the inclusivity of teams and
reduce the struggles of working
together.
Info
Value Stream Mapping:
How to Visualize Work and
Align Leadership for
Organizational
Transformation
Amazon.com: Value Stream
Mapping: How to Visualize Work
and Align Leadership for
Organizational Transformation:
9780071828918: Martin, Karen,
Osterling, Mike: Books
Amzn
Quantifying the User
Experience: Practical
Statistics for User Research
Quantifying the User
Experience: Practical Statistics
for User Research [Sauro, Jeff,
Lewis, James R] on
on qualifying offers. Quantifying
the User Experience: Practical
Statistics for User Research
Amzn
Some Project Management skills will prove invaluable for
the effectiveness of design strategists.
Info
Strategy, Teamwork and Psychological Safety
Conflict arises in every team, but psychological safety
makes it possible to channel that energy into productive
interaction, constructive disagreement, an open exchange
of ideas, and learning from different points of view.
Info
Strategy and Prioritisation
Learn how prioritization can help us focus on what is
essential, steering us closer to our vision and goals.
Info
Strategy and Stakeholder Management
Let's talk about Stakeholder Management skills that help you
identify people, groups, or organizations that could impact or
be impacted by projects.
Info
Watch Rebecca
Henderson's "Getting
Unstuck: How to Promote
More Sustainable Practices
in Our Organizations" talk
at MIT Sloan School of
Management
Henderson has spent much of
her career trying to help firms
embrace and survive such
transformations. She and her
colleagues have analyzed why
businesses get stuck in their
ways and how they can break
free to act boldly around the
challenge and opportunity of
sustainability.
Info
Watch Bill Buxton's
"Sketching Experiences"
talk at the IIT's Institute of
Design Strategy
Conference
Bill Buxton in this old — but still
very relevant — talk advocates
the need for global businesses
to explore how design and
design thinking can provide
them with high-level, strategic
value and competitive
advantage.
Info
Watch John Cutler's "We all
agreed to this! Why didn't it
happen?" talk
In this 6-minute video, John
Cutler explains the dynamics
and the underlying forces that
create an all-too-familiar
situation…. decision drift!
Info
Strategy is a set of choices about winning that
uniquely positions the firm in its industry to
create sustainable advantage and superior
value relative to the competition.
“How Strategy Really Works” in Playing to Win: How Strategy Really
Works (Lafley, A.G., Martin, R. L., 2013)
Companies that achieve enduring
financial success create substantial
value for their customers, their
employees, and their suppliers.
Oberholzer-Gee, F. (2021). Better, simpler strategy (2021)
Strategy is, at its core, a guide to behavior. It comes
to life through its ability to influence thousands of
decisions — both big and small — made by
employees throughout an organisation.
Heath, D., & Heath, C. “Sticky Advice” in Made to stick:
Why some ideas survive and others die (2009)
The build trap is when organizations become
stuck measuring their success by outputs rather
than outcomes. It’s when they focus more on
shipping and developing features rather than on
the actual value of those things.
Perri, M., Escaping the build trap (2019)
Teams are
tempted to use
research to
confirm their
pre-existing
ideas.
Teams unaware of
a product vision to
help guide the
creation of an
experience vision
in the follow-up
phases
It becomes
too difficult to
get everyone
in the same
"place"
Rushed
Meetings
Premature
convergence
Fragile
agreement
Lack of
clarity
around
priorities
Superficial
interpretation of
testings scores
("we have a good
score, so
everything is
good")
Too much
individual work
in progress /
not enough
sharing
Priorities
shift
Teams don't spend
enough time
connecting the dots
between the vision
and the decisions
they are making /
seeing processes as
boxes to check
Teams don't spend
enough time
identifying how
decisions in scope/
priorities impact the
value they expect to
deliver.
Teams don't
spend time
testing if
solutions deliver
on business
goals
Teams don't test
solutions with real
customers/users
Artifacts (Murals,
Concepts, Aha!,
etc.) don't get
cleaned up to
reflect decisions
made in previous
phases.
Teams don't spend
enough time
connecting the
dots between the
vision and the
output we are
delivering
There seems to be
awareness about
the difference
between "end"
users and
"business" users
No clear
path to
decision
making
When companies focus on helping the customer
get a job done faster, more conveniently, and
less expensively than before, they are more
likely to create products and services that the
customer wants.
Ulwick, A. W., What customers want (2005)
Teams
jumping too
quickly into
solutions
Usefulness,
Satisfaction,
and Ease of
Use (USE)
Not accepting end
user feedback that
does not align with
what they had in
mind (confirmation
bias)
We are not testing
of multiple ideas,
often sticking to
one idea and
following through
No well defined
signals telling us
whether we are
on the right path
or not
no coherent
documentation
of the whole
process, artifacts
living in different
tools
Team
composition
changes
frequently
Teams don't get
proper
onboarding (incl.
tasks and
responsibilities)
People working on too
many projects
simultaneously make it
hard to focus and
spend enough time
making things "right."
Strategy and the Importance of Vision
Let’s talk about the importance of vision for creating a shared
understanding of why we are bringing a product to market in
the first place.
Info
Starting with the
product in mind ("oh,
we need to integrate
x and y") instead of
business or customer
problems
Produced by the Strategy Practice at SuccessFactors Product and Services
Escaping the Build Trap:
How Effective Product
Management Creates Real
Value
Amazon.com: Escaping the Build
Trap: How Effective Product
Management Creates Real
Value: 9781491973790: Perri,
Melissa: Books
Amzn
Project Management
Methodologies
Project management is the
process of organizing tasks to
achieve project objectives. A
project manager will plan these
tasks, monitor their progress,
and ens...
Youtube
Change Management
Process
Unanticipated events can cause
project plans to change.
Significant changes need to be
documented and communicated
within the team. The Change
Management Pro...
Youtube
Project Execution:
Monitoring and Control
Functions
The achievable plan is agreed
upon by the entire team before
project execution commences.
Execution is focused on
monitoring and controlling the
project, con...
Youtube
Telling Stories with Data in
3 Steps (Quick Study)
Setup, conflict, resolution. You
know right away when you see
an effective chart or graphic. It
hits you with an immediate
sense of its meaning and
impact. B...
Youtube
Develop
Prototype, test, and learn to check concepts'
desirability, feasibility, and viability
Deliver
Discover
Define
Develop
Deliver
Discover
Define
Develop
Deliver
Discover
Define
Develop
Deliver
Discover
Define
Develop
Deliver
Lack of clarity
around roles
and
responsbilities
Lack of a
strategy to
ensure
information
flows where it's
needed.
Escaping the Build Trap -
Melissa Perri
Many large companies that have
been around for decades, or
even newer startups that have
found some stability, fall into a
dangerous place called "The
Build ...
Youtube
The Product Development
Journey - Alex Mitchell
An in-depth exploration of the
challenges, learnings, and
successes of bringing
Vistaprint's latest Website
Builder, code-named "Tower",
from idea to prototy...
Youtube
Rapid Prototyping &
Product Management by
Tom Chi at Mind the
Product San Francisco
Tom Chi has practiced rapid
prototyping for over 15 years, on
everything from software to
hardware, organisational design
to entrepreneurship. And a lot of
t...
Youtube
Lean, Agile, & Design
Thinking by Jeff Gothelf at
Mind the Product
Singapore 2019
Good product development
practices are supposed to be
built upon alignment and shared
understanding, Jeff Gothelf,
Author of Sense & Respond tells
us at #mtp...
Youtube
Justify Your Product
Decisions and get
Stakeholder Buy in with
Teressa Torres
In this closing keynote from
#mtpcon San Francisco, product
discovery coach Teresa Torres
shares her insights on how
product managers can co-create
solutions...
Youtube
How to Influence the
Business by David J Bland
In this keynote from #mtpcon
San Francisco, Precoil founder
David J Bland offers some
helpful tips on how product
managers can influence the
business and run more effective
experiments.
Youtube
Dual Track Development:
Involving The Whole Team
In Discovery And Delivery
#UXDX2020
Development work focuses on
predictability and quality while
discovery work focuses on fast
learning and validation.
Discovery and development are
visualised...
Youtube
EMPOWERED - Achieving
Extraordinary Results with
Ordinary People - Marty
Cagan
Marty has had the extremely
good fortune to be able to work
with many of the very best
technology product teams in the
world. People creating the
products yo...
Youtube
What is Continuous
Delivery?
Learn more about Continuous
Delivery: https://ibm.co/
2l76DVNEarn a badge with
FREE interactive, hands-on
Kubernetes labs: http://ibm.biz/
k8-tutorials-at-no-c...
Youtube
Benchmark Usability
Testing
Benchmark studies measure
one or more KPIs (key
performance indicators) of a
user interface so that you can
tell whether a redesign has
measurably better (or...
Youtube
Michael Porter: Aligning
Strategy & Project
Management
Harvard Professor Michael
Porter discusses how to align
strategy and project
management within an
organization. For more
information, visit
www.sternspeaker...
Youtube

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