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Let’s talk about strategy…


slides: slideshare.net/sophiedennis
Sophie Dennis

service design and product strategy

@sophiedennis
The short
version
slideshare.net/sophiedennis @sophiedennis
From Org Design for Design Orgs by Peter
Merholz and Kristin Skinner (O’Reilly,
2016). Informed by the levels of Strategy,
Structure, and Surface described in Jesse
James Garrett’s classic The Elements of
User Experience (New Riders, 2010)
slideshare.net/sophiedennis @sophiedennis
On post-its write
1. one thing that bugs you about “strategy”
2. one thing you hope to get out of this session
3. one question you’d like answered
Write each one on a separate post-it

Share them with your neighbour
slideshare.net/sophiedennis @sophiedennis
It’s all b******ks
slideshare.net/sophiedennis @sophiedennis
Why even bother?
slideshare.net/sophiedennis @sophiedennis
Culture eats strategy for breakfast
— probably not Peter Drucker
slideshare.net/sophiedennis @sophiedennis
Strategy is easy
slideshare.net/sophiedennis @sophiedennis
It’s implementation that’s the hard part
slideshare.net/sophiedennis @sophiedennis
The strategy is delivery
— Mike Bracken

Government Digital Service
slideshare.net/sophiedennis @sophiedennis
JFDI
slideshare.net/sophiedennis @sophiedennis
[shortest talk ever]
slideshare.net/sophiedennis @sophiedennis
What is strategy?

...and why does it matter?
slideshare.net/sophiedennis @sophiedennis
“There is surely nothing quite so useless as
doing with great efficiency what should not
be done at all”
— Peter Drucker
slideshare.net/sophiedennis @sophiedennis
Strategy tells us
Where are we going?
What will be different when we get there?
Where are we now?
How are we going to get from here to there?
What might stop us and how will we overcome that?
slideshare.net/sophiedennis @sophiedennis
Good strategy helps make decisions
slideshare.net/sophiedennis @sophiedennis
Good strategy gives us purpose
slideshare.net/sophiedennis @sophiedennis
Good strategy enables us to delegate
control and decision making
slideshare.net/sophiedennis @sophiedennis
Good strategy makes us more agile
slideshare.net/sophiedennis @sophiedennis
Bad strategy
slideshare.net/sophiedennis @sophiedennis
The “yeah, right” test


The “so what?” test


The “yes! and…?” test
slideshare.net/sophiedennis @sophiedennis
The “yeah, right” test
slideshare.net/sophiedennis @sophiedennis
Cornwall is going to be the next
silicon valley
Insert your city
or region here
slideshare.net/sophiedennis @sophiedennis
The “so what?” test
slideshare.net/sophiedennis @sophiedennis
apps






 Not a strategy
slideshare.net/sophiedennis @sophiedennis
apps, digital transformation






 Not a strategy
slideshare.net/sophiedennis @sophiedennis
apps, digital transformation







Seriously
Not. A. Strategy
, wearables,
chatbots,, AI,, personalisation,, a new logo,
a rebrand,, content marketing,, agile,, Agile,
user experience,, lean UX,, service design,
innovation… …
slideshare.net/sophiedennis @sophiedennis
The “yes! and…?” test
slideshare.net/sophiedennis @sophiedennis
The “yes! and…?” test
slideshare.net/sophiedennis @sophiedennis
The “yeah, right” test


The “so what?” test


The “yes! and…?” test
slideshare.net/sophiedennis @sophiedennis
So what makes a good strategy?
slideshare.net/sophiedennis @sophiedennis
Strategy is a coherent plan to
achieve a goal that will lead to
significant positive change
slideshare.net/sophiedennis @sophiedennis
Strategy is a coherent plan to
achieve a goal that will lead to
significant positive change
Strategy is
about
changing
something
slideshare.net/sophiedennis @sophiedennis
Strategy is a coherent plan to
achieve a goal that will lead to
significant positive change
Strategy
should
achieve a
goal
slideshare.net/sophiedennis @sophiedennis
Strategy is a coherent plan to
achieve a goal that will lead to
significant positive change
Strategy
should be
coherent
slideshare.net/sophiedennis @sophiedennis
coherent
kə(ʊ)ˈhɪər(ə)nt/



adjective



1. (of an argument, theory, or policy) logical and consistent

‘they failed to develop a coherent economic strategy’
2. Forming a unified whole

‘the arts could be systematized into one coherent body of
knowledge’


https://en.oxforddictionaries.com/definition/coherent
slideshare.net/sophiedennis @sophiedennis
Moon Shotshttps://commons.wikimedia.org/wiki/File:Aldrin_Apollo_11_original.jpg
slideshare.net/sophiedennis @sophiedennis
Exercise
Read through Kennedy’s moonshot speech
In your group discuss:
1. What is the concrete, tangible goal?
2. What is the significant positive change
Kennedy hopes achieving it will bring?
3. What leads Kennedy to believe 

the goal is achievable?
4. What are the most significant 

barriers to success?
slideshare.net/sophiedennis @sophiedennis
Strategy is a coherent plan to
achieve a goal that will lead to
significant positive change
What was
the concrete,
tangible
goal?
slideshare.net/sophiedennis @sophiedennis
“before this
decade is out
[to] land a man
on the moon
and return him
safely to earth”
slideshare.net/sophiedennis @sophiedennis
Strategy is a coherent plan to
achieve a goal that will lead to
significant positive change
What
significant,
positive
change is it
trying to
bring about?
slideshare.net/sophiedennis @sophiedennis
Strategy is a coherent plan to
achieve a goal that will lead to
significant positive change
How does he
show the
goal is
achievable?
slideshare.net/sophiedennis @sophiedennis
“we have examined
where we are strong
and where we are
not, where we may
succeed and where
we may not…we
possess all the
resources and
talents necessary”
slideshare.net/sophiedennis @sophiedennis
accelerate the development of the appropriate lunar space craft…
develop alternate liquid and solid fuel boosters… additional funds
for unmanned explorations… 531 million dollars in fiscal ’62… 

7 to 9 billion dollars additional over the next five years
slideshare.net/sophiedennis @sophiedennis
many years… heavy costs … a degree of dedication,
organization and discipline which have not always characterized
our efforts… we cannot afford inflated costs of material or talent,
wasteful interagency rivalries, or high turnover of key personnel
slideshare.net/sophiedennis @sophiedennis
there is no sense in agreeing or desiring that the United States
take an affirmative position in outer space, unless we are prepared
to do the work and bear the burdens to make it successful. If we
are to go only half way, or reduce our sights in the face of difficulty,
in my judgment it would be better not to go at all.
slideshare.net/sophiedennis @sophiedennis
coherent
kə(ʊ)ˈhɪər(ə)nt/



adjective



1. (of an argument, theory, or policy) logical and consistent

‘they failed to develop a coherent economic strategy’
2. Forming a unified whole

‘the arts could be systematized into one coherent body of
knowledge’


https://en.oxforddictionaries.com/definition/coherent
slideshare.net/sophiedennis @sophiedennis
Focus and leverage
slideshare.net/sophiedennis @sophiedennis
start enduser journey
pain points
slideshare.net/sophiedennis @sophiedennis
start enduser journey
tactical solution
pain points
slideshare.net/sophiedennis @sophiedennis
start enduser journey
pain points
strategic solution
slideshare.net/sophiedennis @sophiedennis
1. Diagnose the problem

what is the true nature and extent of the problem? what are we really
trying to achieve? what’s really going on here?
2. Find the unifying idea

what overall approach will enable us to cope with and overcome the
obstacles identified in the diagnosis? what is the common thread in the
problems we’ve found? where can we focus in order to apply leverage?
3. Craft a plan of attack

what is the co-ordinated set of actions or steps we should take that will
work together to accomplish our goal?
slideshare.net/sophiedennis @sophiedennis
1. Denial - our thing is not broken
2. Anger - we hate you for telling us
3. Acceptance - holy crap our thing is broken
Dan Hon, ‘Stages of Transformation’, 11 April 2011 

tinyletter.com/danhon/letters/s4e10-stages-of-transformation
slideshare.net/sophiedennis @sophiedennis
“A good diagnosis simplifies the often
overwhelming complexity of reality by
identifying certain aspects of the
situation as critical.”
Richard Rumelt

Good Strategy/Bad Strategy
slideshare.net/sophiedennis @sophiedennis
Fog
slideshare.net/sophiedennis @sophiedennis
1. problem statement
2. opportunity/objective
3. situation/constraints/context
4. recommendation: Big Idea
5. recommendation: smaller ideas/
releasing early value/validation
6. principles, models
Diagnosis
Unifying idea
Coherent plan
of attack
I wrote about this a bit more at 

medium.com/@sophiedennis/weeknotes-s01e01-what-a-difference-a-day-makes-from-dwp-to-nhs-digital-d1fe54ff0cb0
slideshare.net/sophiedennis @sophiedennis
One last thing
slideshare.net/sophiedennis @sophiedennis
DANGER!

Problem Definition Escalation
slideshare.net/sophiedennis @sophiedennis
The client asks you to design a business card 

You respond that the problem is really the
client’s logo
Michael Beirut, ‘You’re So Intelligent’, Design Observer, 9 May 2007 

designobserver.com/feature/youre-so-intelligent/5917/
The client asks you to design a logo

You say the problem is the 

entire identity system
The client asks you to design the identity

You say that the problem is the 

client’s business plan
slideshare.net/sophiedennis @sophiedennis
The problem isn’t making
something look pretty, you fool,
it’s world hunger!
Michael Beirut, ‘You’re So Intelligent’, Design Observer, 9 May 2007 

designobserver.com/feature/youre-so-intelligent/5917/
slideshare.net/sophiedennis @sophiedennis
Why?

So more people get their flu jabs
Why?

So fewer people end up in hospital with severe, life-threatening flu
Why?

To reduce pressure on the health service
Why?

ONLY WE CAN SAVE THE NHS!
What are you doing? 

Making it easier to book an appointment for a flu jab
slideshare.net/sophiedennis @sophiedennis
“the nature of these challenges are
emblematic of deeply entrenched flaws
in our institutional structures, our
underlying theories, definitions of
success, and ultimately how we have
constructed our civilization.”
Christian Bason
The frontiers of design for policy
slideshare.net/sophiedennis @sophiedennis
People still don’t have their flu jabs
slideshare.net/sophiedennis @sophiedennis
Why?

So more people get their flu jabs
Why?

So fewer people end up in hospital with severe, life-threatening flu
Why?

To reduce pressure on the health service
Why?

ONLY WE CAN SAVE THE NHS!
What are you doing? 

Making it easier to book an appointment for a flu jab
slideshare.net/sophiedennis @sophiedennis
“It’s just a website
We’re not going to the
moon”
Mikey Dickerson on fixing healthcare.gov



Photo by Matt Jukes @jukesie from the Office for National Statistics Alpha/
Beta team
slideshare.net/sophiedennis @sophiedennis
Q&A
slideshare.net/sophiedennis @sophiedennis
Further reading
Richard Rumelt, Good Strategy/Bad Strategy
Lots more examples and advice on good vs bad strategy
Jared Spool, Beyond the UX Tipping Point
https://www.uie.com/brainsparks/2016/05/26/jared-spool-beyond-the-
ux-tipping-point-live/

Becoming a user-centred organisation
Sophie Dennis, The Art of Things Not Done, NUX5

https://www.youtube.com/watch?v=jh-hvPtqN54

Product strategy with story-mapping and the Kano model
Megan Casey, The Content Strategy Toolkit

Advice, templates and methods for getting buy-in and working with
stakeholders. Useful for any kind of design or UX project.
Dan Brown, Documenting Design Discovery

medium.com/eightshapes-llc/documenting-design-discovery-
db14da1b0627#.24ud09pj0 

More on structuring findings. He’s also written a book about it.
slideshare.net/sophiedennis @sophiedennis
User-Centred Digital Strategy


Sophie Dennis

service design and product strategy

@sophiedennis
slides: slideshare.net/sophiedennis
slideshare.net/sophiedennis @sophiedennis
1. problem statement
2. opportunity/objective
3. situation/constraints/context
4. recommendation: Big Idea
5. recommendation: smaller ideas/
releasing early value/validation
6. principles, models
Diagnosis
Unifying idea
Coherent plan
of attack
I wrote about this a bit more at 

medium.com/@sophiedennis/weeknotes-s01e01-what-a-difference-a-day-makes-from-dwp-to-nhs-digital-d1fe54ff0cb0
slideshare.net/sophiedennis @sophiedennis
Problem statement (What’s the problem?)
This should be made up of:
• the specific problem the team is addressing
• the result of the problem
• the change of situation which means the problem becomes a
higher risk
• the risk that’s a result of the problem and change of situation
Melanie Cannon, Lead Content Designer, DWP

Helping teams define their focus 

dwpdigital.blog.gov.uk/2017/02/28/helping-teams-define-their-focus
slideshare.net/sophiedennis @sophiedennis
Short form creative brief

articles.uie.com/short_form_creative_brief
slideshare.net/sophiedennis @sophiedennis
Design Principles

cxpartners.co.uk/our-thinking/design-principles
slideshare.net/sophiedennis @sophiedennis
Dan Brown

Documenting Design Discovery



medium.com/eightshapes-llc/documenting-design-discovery-db14da1b0627#.24ud09pj0
slideshare.net/sophiedennis @sophiedennis
1. Denial - our thing is not broken
2. Anger - we hate you for telling us
3. Acceptance - holy crap our thing is broken
Dan Hon, ‘Stages of Transformation’, 11 April 2011 

tinyletter.com/danhon/letters/s4e10-stages-of-transformation
slideshare.net/sophiedennis @sophiedennis
1. Stakeholders know
what’s really going on
slideshare.net/sophiedennis @sophiedennis
2. Stakeholders can derail
the whole process
slideshare.net/sophiedennis @sophiedennis
1. People support what they
help to create
2. No big surprises
3. They don’t have to like it 

- but they do need to buy-it
slideshare.net/sophiedennis @sophiedennis
start enduser journey
pain points
slideshare.net/sophiedennis @sophiedennis
slideshare.net/sophiedennis @sophiedennis
Making the map is as
valuable as having the map
slideshare.net/sophiedennis @sophiedennis
1. problem statement
2. opportunity/objective
3. situation/constraints/context
4. recommendation: Big Idea
5. recommendation: smaller ideas/
releasing early value
6. principles, models
Diagnosis
Unifying idea
Coherent plan
of attack
I wrote about this a bit more at 

medium.com/@sophiedennis/weeknotes-s01e01-what-a-difference-a-day-makes-from-dwp-to-nhs-digital-d1fe54ff0cb0
slideshare.net/sophiedennis @sophiedennis
Problem statement (What’s the problem?)
This should be made up of:
• the specific problem the team is addressing
• the result of the problem
• the change of situation which means the problem becomes a
higher risk
• the risk that’s a result of the problem and change of situation
Melanie Cannon, Lead Content Designer, DWP

Helping teams define their focus 

dwpdigital.blog.gov.uk/2017/02/28/helping-teams-define-their-focus
slideshare.net/sophiedennis @sophiedennis
Working with stakeholders
slideshare.net/sophiedennis @sophiedennis
1. People support what they
help to create
2. No big surprises
3. They don’t have to like it 

- but they do need to buy-it

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User-centred digital strategy: what it is, why it matters, how to do it well