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Linking user research to user
stories with user story mapping
I am John Murray
Design Lead, IBM Hybrid Cloud Developer Experience
Hello!
● Design lead at IBM, 3 years
● Design leadership, 5 years
● Designer, 10 years
● IBM & AIGA design thinking
facilitator
About Me
The handoff
Design thinking to agile implementation should be
a smooth transition, but when it doesn’t go well it
can be problematic for everyone involved.
How design thinking should be
How it often turns out
The divide
I noticed that design thinking
workshops made product teams
think they were on the same page
until it was time to get granular.
The good vibes and sense of
alignment turned to uncertainty
about how to get to market.
“
Uncertainty turned to inactivity
We have mission statements for our release (hills) … now what?
We have hills … how do we act on them?
We have user research … how do we use it to impact the product?
“
Let’s not try to break this stuff down now.
We’ll figure it out as we go!
Inactivity turned into teams saying …
Product teams need a way to
bridge the divide.
User Story Mapping
YOU
User story mapping …
explained in actionvisualized
User story mapping explained
User story mapping takes a measured approach
to decomposing design thinking hills. At its core,
we break down hills by simply asking ourselves,
“what does the user need to do to get this
done?”
User story mapping visualized
◉ Represented as a tree
◉ Starts with an overarching vision
◉ Can be broken into corresponding agile
components
achieved by accomplishing goals.
broken down into agile stories.
completed by performing tasks.
reached by completing activities.
smallest increment of the
process.
Goal
Activity
Tasks Stories
Vision
Our online customers need an easier way to search through our inventory and find
the item they’re looking to buy.
User story mapping in action
We’ve been working with Hybrid Cloud product
teams to implement user story mapping.
The Continuous Release and Delivery Insights
teams were kind enough to work with us.
Examples today will come from our work with
them.
Delivery Insights As-Is
◉ Customers asking for features for different
use cases
◉ Lack of direction from previously written hills
◉ Design was building what dev said customers
needed
The benefits
User story mapping has a lot to offer product
teams that invest the time.
User story mapping benefits
◉ Visual presentation of your backlog
◉ High-level view of work being done in the
current release
◉ Improved collaboration between stakeholders
User story mapping benefits
◉ Prioritized work based on collaborative goals
◉ More accurate story sizing
◉ Simplification of product road map
◉ User stories become developer work items
◉ Iterative collaboration process
The process
Here’s how to run a user story mapping workshop
session with your team.
User story mapping phases
pre-work post-workduring
Pre-workshop homework
Know the stakeholders
Reach out to key stakeholders
before the session. Explain the
purpose of the exercise. This
generate advocates who come
in ready to participate.
Know your user
If you can get feedback
beforehand from users. Do it! If
you need to build a persona,
then come in with one that’s
been validated ahead of time.
Know the user’s experience
Map out the current user
experience. What’s the as-is?
You can’t make life better for
your user if you don’t know their
pain points .
Know what you want to do for them
You know the user. You know their
pain points. Now how are you going
to make things better for your user?
Create a draft of hills that
summarize the who, what, and wow
you plan to provide.
Know the stakeholders
◉ Researcher / design lead
◉ Product manager
◉ Development lead
Min. required stakeholders Meeting topics
◉ Introduce the topic and
explain the use and benefits
◉ Spend 15-20 minutes building
a user story map
Delivery Insights’ persona
Created by Delivery Insights after they
realized they weren’t focus on the right
user.
Delivery Insights’ As-Is
Delivery Insights’
draft hills
During the workshop
Revisit pre-workshop hills
Before you do anything align on
the hills you wrote beforehand
in case not everyone has seen
them.
First draft of to-be scenario
If the as-is tells us what the
user’s experience is like now,
the to-be tells us what it will be
like after we deliver on our hill
or mission statement.
Refine workshop hills
At this point we ask ourselves,
“knowing what we know about
the to-be we created, do we
need to revise the language of
the hills?”
Second pass at to-be scenario
If we’ve revised the language of
our hills, we need to reflect
those changes in the to-be
scenario.
Refine hills one last time
Now that we feel confident
about our to-be scenario, let’s
do our best to finalize our hills
before moving on.
Draft of Golden Thread
The purpose of the Golden
Thread is to prioritize what
development will deliver first,
with the specific intent that
research will validate it with the
user after the workshop.
Revisit
pre-workshop hills
Before After
First draft of
to-be scenario
Before After
Refine
workshop hills
Second pass at
to-be scenario
By the end, one hill became two separate hills.
Before After
Refine hills one
last time
Draft of
Golden Thread
Post-workshop follow up
Validate the
Golden Thread
Up until now your
scenario is a
hypothesis. Put it in
front of sponsor
users for validation.
Team finalizes hills,
epics, & user stories
Clean up the
language on any
unresolved hills,
epics or user stories.
Add finalized work to
product backlog
Start to create work
items in the backlog
that reflect the
Golden Thread.
Validate the
Golden Thread
Add finalized work
to product backlog
Stakeholder Feedback
“
“It was a breath of fresh air.”
Q: How was the user story mapping experience?
“
“We kept iterating on the same thing over and over
until we narrowed in on what was really good about
it. That refinement was really big for us.”
Q: What did you get most out of the process?
“
“I liked the idea of creating the Golden
Thread where—one, you pull out the
high priority items, and two, you tell
the story all the way through.
“
“We end up passing high level information from one
person to the next then back to customers … We
understand everything from high level value to what it
takes to implement, and everyone’s on the same page.”
Q: How have things changed since the workshop?
Dos & Donts
Learn from our mistakes by remembering these
key takeaways.
◉ Don’t allow unvalidated personas from any stakeholder.
◉ Do your user research. Your success depends on it!
◉ Do get a facilitator. You need to focus on helping your
team.
◉ Don’t worry about perfection.
Fitting it together
Let’s take a step back and see how this fits into a
continuous delivery process.
If you have any questions …
@heyjohnmurray
On Medium, Twitter, and LinkedIn
Thanks!

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Why your product team should use User Story Mapping to link user research to user stories

  • 1. Linking user research to user stories with user story mapping
  • 2. I am John Murray Design Lead, IBM Hybrid Cloud Developer Experience Hello!
  • 3. ● Design lead at IBM, 3 years ● Design leadership, 5 years ● Designer, 10 years ● IBM & AIGA design thinking facilitator About Me
  • 4. The handoff Design thinking to agile implementation should be a smooth transition, but when it doesn’t go well it can be problematic for everyone involved.
  • 6. How it often turns out
  • 8. I noticed that design thinking workshops made product teams think they were on the same page until it was time to get granular.
  • 9. The good vibes and sense of alignment turned to uncertainty about how to get to market.
  • 10. “ Uncertainty turned to inactivity We have mission statements for our release (hills) … now what? We have hills … how do we act on them? We have user research … how do we use it to impact the product?
  • 11. “ Let’s not try to break this stuff down now. We’ll figure it out as we go! Inactivity turned into teams saying …
  • 12. Product teams need a way to bridge the divide. User Story Mapping YOU
  • 13. User story mapping … explained in actionvisualized
  • 14. User story mapping explained User story mapping takes a measured approach to decomposing design thinking hills. At its core, we break down hills by simply asking ourselves, “what does the user need to do to get this done?”
  • 15. User story mapping visualized ◉ Represented as a tree ◉ Starts with an overarching vision ◉ Can be broken into corresponding agile components
  • 16. achieved by accomplishing goals. broken down into agile stories. completed by performing tasks. reached by completing activities. smallest increment of the process.
  • 17. Goal Activity Tasks Stories Vision Our online customers need an easier way to search through our inventory and find the item they’re looking to buy.
  • 18. User story mapping in action We’ve been working with Hybrid Cloud product teams to implement user story mapping. The Continuous Release and Delivery Insights teams were kind enough to work with us. Examples today will come from our work with them.
  • 19. Delivery Insights As-Is ◉ Customers asking for features for different use cases ◉ Lack of direction from previously written hills ◉ Design was building what dev said customers needed
  • 20. The benefits User story mapping has a lot to offer product teams that invest the time.
  • 21. User story mapping benefits ◉ Visual presentation of your backlog ◉ High-level view of work being done in the current release ◉ Improved collaboration between stakeholders
  • 22. User story mapping benefits ◉ Prioritized work based on collaborative goals ◉ More accurate story sizing ◉ Simplification of product road map ◉ User stories become developer work items ◉ Iterative collaboration process
  • 23. The process Here’s how to run a user story mapping workshop session with your team.
  • 24. User story mapping phases pre-work post-workduring
  • 25. Pre-workshop homework Know the stakeholders Reach out to key stakeholders before the session. Explain the purpose of the exercise. This generate advocates who come in ready to participate. Know your user If you can get feedback beforehand from users. Do it! If you need to build a persona, then come in with one that’s been validated ahead of time. Know the user’s experience Map out the current user experience. What’s the as-is? You can’t make life better for your user if you don’t know their pain points . Know what you want to do for them You know the user. You know their pain points. Now how are you going to make things better for your user? Create a draft of hills that summarize the who, what, and wow you plan to provide.
  • 26. Know the stakeholders ◉ Researcher / design lead ◉ Product manager ◉ Development lead Min. required stakeholders Meeting topics ◉ Introduce the topic and explain the use and benefits ◉ Spend 15-20 minutes building a user story map
  • 27.
  • 29. Created by Delivery Insights after they realized they weren’t focus on the right user. Delivery Insights’ As-Is
  • 31. During the workshop Revisit pre-workshop hills Before you do anything align on the hills you wrote beforehand in case not everyone has seen them. First draft of to-be scenario If the as-is tells us what the user’s experience is like now, the to-be tells us what it will be like after we deliver on our hill or mission statement. Refine workshop hills At this point we ask ourselves, “knowing what we know about the to-be we created, do we need to revise the language of the hills?” Second pass at to-be scenario If we’ve revised the language of our hills, we need to reflect those changes in the to-be scenario. Refine hills one last time Now that we feel confident about our to-be scenario, let’s do our best to finalize our hills before moving on. Draft of Golden Thread The purpose of the Golden Thread is to prioritize what development will deliver first, with the specific intent that research will validate it with the user after the workshop.
  • 36. By the end, one hill became two separate hills. Before After Refine hills one last time
  • 38. Post-workshop follow up Validate the Golden Thread Up until now your scenario is a hypothesis. Put it in front of sponsor users for validation. Team finalizes hills, epics, & user stories Clean up the language on any unresolved hills, epics or user stories. Add finalized work to product backlog Start to create work items in the backlog that reflect the Golden Thread.
  • 40. Add finalized work to product backlog
  • 42. “ “It was a breath of fresh air.” Q: How was the user story mapping experience?
  • 43. “ “We kept iterating on the same thing over and over until we narrowed in on what was really good about it. That refinement was really big for us.” Q: What did you get most out of the process?
  • 44. “ “I liked the idea of creating the Golden Thread where—one, you pull out the high priority items, and two, you tell the story all the way through.
  • 45. “ “We end up passing high level information from one person to the next then back to customers … We understand everything from high level value to what it takes to implement, and everyone’s on the same page.” Q: How have things changed since the workshop?
  • 46. Dos & Donts Learn from our mistakes by remembering these key takeaways.
  • 47. ◉ Don’t allow unvalidated personas from any stakeholder. ◉ Do your user research. Your success depends on it! ◉ Do get a facilitator. You need to focus on helping your team. ◉ Don’t worry about perfection.
  • 48. Fitting it together Let’s take a step back and see how this fits into a continuous delivery process.
  • 49.
  • 50. If you have any questions … @heyjohnmurray On Medium, Twitter, and LinkedIn Thanks!

Editor's Notes

  1. 5:22 1. everyone in the same room and look at things from an offering perspective 2. iterative
  2. 6:10-6:30
  3. 6:10
  4. 5:30 - 6:02