Sketching with the LUXr Cohort {and a neat-o download}

Last week at the Lean UX Residency, we hosted the awesome Rachel Glaves: UX practitioner, Interaction Designer and Sketching Goddess. She introduced a handful of simple techniques that took our lean startup sketching skills to new heights.

Rachel started us out by covering key concepts for using sketching as a way to clearly communicate ideas and interactions.

Why do we sketch?

  • To generate new ideas: A quick way to get a lot of ideas out into the world
  • To figure out how an idea works: See context, interactions & variables
  • To communicate ideas to other people: Present & talk about ideas that aren’t final yet

She also gave the group a Neuroscience Bonus: Using the paper as a thought-holding area: Our prefrontal cortex can only hold a certain number of ideas at the same time. When we use paper, we free up valuable brainpower for comparing, prioritizing & deciding. (If you’re a fellow neuroscience geek, you’ll love Your Brain At Work by David Rock.)

In fact, some of the info was so fabulous we wanted it as a handout…which we’re happy to share for your downloading pleasure (thanks, Rachel!)

{ Sketching for Lean UX – Handout }

As a final activity, she assigned a set of constraints and each of us used our newly-acquired skills to sketch out an interface. With only 10 minutes, it was rapid-fire sketching for sure. Then we stuck them all up on the wall for a review.

It was fascinating to see the different challenges that people addressed, and it was an eye-opener to pinpoint the simple touches that transform a sketch from a rough set of lines into a fully communicative sketch.

 

 

 

 

 

More about Rachel
Rachel Glaves is an interaction designer, UX practitioner and visual communicator based in Seattle, WA. Rachel has worked as a consultant to organizations big and small, early-stage and enterprise. She’s passionate about creating products that deliver great user experiences. And she’s one hell of a sketcher. You can follow her on twitter -> @glaves.

A peek into the Fall Residency : focus on Values

The SF Fall Residency is going full-force, and there is a great lineup of speakers and advisers who share their expertise for building startup success. I thought it would be fun to give a peek behind the doors of the Residency and let you in on the magic that happens.

In October, we were pleased to host Marcy Swenson to talk about Values. Marcy is an executive coach and startup advisor and has founded several successful companies. She and her partner Dale run Startup Happiness, a terrific resource for founders and entrepreneurs.

Marcy’s talk focused on how values form the foundation of any venture (whether you articulate them or not.)

First, she guided the LUXr cohort through a short activity using her amazing Startup Happiness Values Deck.

Startup Happiness Values Deck

After the teams did the activity, she shared a personal story of why values matter and what can happen if you let them shift and morph unintentionally.

Here’s the graphic capture of her talk. What a pleasure it was to hear her candid story and to hear the lessons learned from a leading thinker in the space! Thanks, Marcy, for sharing your story and insights with us.

Values Story - Graphic Capture

 

More about Marcy
Startup Happiness provides executive coaching to startup founders and executive teams. Their work supports and challenges entrepreneurs to be their best, and is grounded in decades of experience building successful teams & companies. Prior to becoming a coach, Marcy Swenson was a technical co-founder at several successful startups. Learn more at: www.startuphappiness.com/about

Helpful tools for divvying up work

It’s a busy Fall here at LUXr. The 10-week Residency has kicked off, we’re in full swing working on the Lean UX Bundle MVP, and exchanging inspiration with Shuqiao and Tobi, the fearless Fall interns.

Because we’re a startup, opportunities pop up like whack-a-mole. So how do we take advantage of great ideas? How do we prioritize our work so we are focusing on the right things?

We’re trying two things out, and so far results are good.

The Don’t Forget Board

We have a large cardboard sheet (6′ x 3′) that we call the Don’t Forget board. Anytime we hear, say or encounter something that looks like a good idea, we grab a sticky note and post it up on the board. We can also post articles, names, urls, etc. This keeps the ideas visible until we can address them (or punt them.) In short, it’s an information radiator that shows us what we think is hot. Super-important: put a date on every thing that gets posted!

The best thing about a big sheet of cardboard is that it has limited space. That means it’s gonna fill up. When it fills up, it’s time for us to prioritize and purge. We don’t have a set time to review the stuff on the board…we do it as the board fills up.

Framing Opportunities as Projects

So, how do you frame ideas as a chunk of work that someone can own and move forward? When tossing things up on the Don’t Forget board, I noticed that some of the ideas were projects-in-waiting…pieces of work that we needed done, but that didn’t have enough there-there to move forward.

This need dovetailed with a key part of the Intern program at LUXr: every intern works on 2 things: a LUXr-oriented project and a personal project. The personal project can be anything. The only guidelines are:

  1. The intern defines, leads and drives the work. The rest of the LUXr team supports the effort.
  2. The project outcome must be written down, have a date, and be measurable.
  3. The project needs to be related *somehow* (broad interpretation here) to Lean UX and Lean Startup.

Based on these needs, I needed a way to accomplish both tasks and clear the way for focused work.

Enter the Project Snapshot

The Project Snapshot is a super-simple template that captures just enough info to inform the work on a project. It acts as a guide to help frame “stuff to be done” in a way that someone can take it and run with it.

I reviewed the Don’t Forget board and pulled out ideas to frame as projects. I also captured the butterfly ideas that caught our fancy at some point in the past month. (You know the butterflies: the ideas where everyone says “Yes! We should totally do that!” but then there’s not follow-up.) I wrote up a Project Snapshot for each chunk of work. The result? 12 interesting potential projects.

The Divvy-Up-Work Session

Once we had a set of Project Snapshots completed, we sat down as a group and reviewed them. We divvied them up, delaying or tossing the ones that didn’t have energy or urgency. The result? We each ended up with 1-2 projects. Each project had a measurable outcome, a date, and the roles of support. With the five of us, it took us about an hour, which seemed too long. As we get more used to doing this, I expect we’ll be able to shorten this time to 30 min. max.

The real proof in the pudding is, of course, how many of these projects get done and deliver the results in the timeline expected. But for now, knowing what we’re focusing on NOW, and having a simple way to look at potential work with the snapshot templates has cleared our minds and helped us commit our time to the right things.

Give it a try

Want to try the snapshots for yourself? You can download the entire bundle as a .zip file.

What’s included in the Zip:

Each fileset includes:

  • Example of a filled out template
  • Type-in template
  • Printable blank template
  • Extra notes sheet for additional info

The filesets are available in these formats:

  • Keynote (Mac) : ProjectSnapshotsTemplateEditable_luxr2011.key
  • PowerPoint (Mac/Win) : ProjectSnapshotsTemplateEditable_luxr2011.ppt
  • PDF (Mac/Win): ProjectSnapshotsTemplate_luxr2011.pdf
  • Download the entire bundle as a .zip file

We’ll continue to work with these and see how they help us focus. I’d love to hear your experiences and thoughts on how they work for you!

Viva Los Proyectos!

What makes it lean?

What makes Lean UX Lean?  What makes it different enough from other ways of working to merit its own name?

Lean UX is not some essential form of UX.

Some have suggested that Lean UX is about reducing UX work to its essence–that by taking a minimalist approach to our work, we can trim our work down to its essential elements–and that doing this makes our work “Lean.” While I believe there is great value in reducing our work to its essential elements, I don’t think this justifies the name Lean: it doesn’t capture the sense of the word evoked by Lean Startup, which is the connection to Lean Manufacturing and the Toyota Production System

At LUXr, we talk about the 9 Principles of Lean UX. And while they’re all important, for me, #8, “Recognize your hypotheses and validate them,” is the keystone, the one that makes the whole system stand up.

The keystone principle: recognize your hypotheses.

Lean UX replaces requirements statements with testable statements of assumptions. Instead of writing a requirement that says, the site shall incorporate shopping cart functionality, Lean UX teams might say, we assume that a shopping cart is the best way to structure the e-commerce flow on our site. Instead of solutions then, requirements are transformed into questions that teams can ask (and must answer) about their business. Progress is measured in terms of validated learning, rather than features implemented.

The process looks like this:

  • First, you declare your assumptions, and express them as a testable hypothesis.
  • Then, you write your test–what signal will you get back from the market that will let you know if your hypothesis is true?
  • Finally, you ask the question, “what’s the smallest thing I can do or make to test this hypothesis? The answer to this question is your minimum via product, or MVP.

By changing the way requirements are handed to the team, indeed by eliminating them, Lean UX pushes upstream, beyond the traditional realm of technology and design and into business. This forces teams using Lean UX approaches to become more deeply cross-disciplinary. By forcing the requirements process to change in this way, it requires the full participation of the business owners. These folks are no longer handing off requirements. Instead, they become integrated team members who participate in the learning and validation process.

Why Lean?

This approach is embodies the principles of waste reduction and going to the source, key elements of Lean thinking.

  • Waste reduction: Lean manufacturing seeks to reduce inventory–but this isn’t manufacturing, it’s design. What’s the inventory in a design sense? In Lean UX, it’s your backlog of untested assumptions–design decisions that you’ve made but haven’t validated. By expressing your design decisions as hypotheses, you express them in a form that is testable–and forces the team to be honest with itself about the material it’s dealing with. And by testing assumptions via an MVP, you are reducing cycle time. You can test hypotheses in hours and days rather than months and years.
  • Going to the source: Lean teaches practitioners to look for the root cause of problems–to seek the source of the problem rather than the surface manifestation of the problem. In a design context going to the source means going beyond software requirements generated inside a business. It means engaging with the customer and end user to understand their essential needs, goals and desires. By writing your test in terms of the behaviors you expect to see in your users, you are forced to go to the source for your answers.

Who cares? Why is this a good way to work?

There are lots of benefits to using this system–it’s not a cure-all, and it’s not right for every context–but it’s very good for startup teams. As noted above, by reframing the requirements process into an hypothesis/MVP process, it naturally brings requirements writers into collaboration with designers and technologists, helping to create a more unified team. By providing a structure for evidence-based decision-making, it can take some of the interpersonal thrash out of the decision-making process. By focusing the team around assumptions, it offers a way for teams to get out of their own heads–to stop fantasizing and start getting real.

Surely there’s more?

So yes, Lean UX is collaborative, principled, lightweight and informal, but so are many other approaches to doing UX. It isn’t until you add the hypothesis, test, MVP combination that you get something new–and that merits the association with Lean.

[Cross-posted at joshuaseiden.com/blog]

Tips for “Getting Out of the Building”

This weekend, we flew out the killer NY team, Lane Halley and Josh Seiden to help us lead a weekend workshop on Lean UX. We asked lane to put together a one-page guide to “getting out of the building”. (I call it “generative user research”, adaptive path calls it “pre-design user research”, and steve blank calls it “getting out of the building.” It’s all pretty much the same thing.) I’m going to love having this in my toolkit. Thanks Lane & Josh!