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UX definitions in agile kick-offs
How to define UX objectives and goals using a
"lean" six sigma approach

                Nikki Tiedtke, EU Senior Content Strategist
                Presented at a UX meeting in Berlin with:
                Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia
                April 2011
Disclaimer

        • This is not a full-fledged presentation showing the one solution to include User
          Experience definitions for agile projects.

        • It’s not a full-fledged presentation about six sigma, either.

        • Instead, it just shows a couple of “light” techniques and ideas you might want
          to combine to try to integrate any User Experience (UX) requirements and
          prioritize them in an agile, fast-moving environment.

        • I showed the slides at an informal UX meeting in Berlin which was organized
          by Immobilienscout24.de and attended by XING.de, Otto.de, Nokia and eBay.




UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia
Nikki Tiedtke, EU Senior Content Strategist
Project charters should be defined for
                                                                                                                any (agile) project during a kick-off with
                                                                                                                all key stakeholders. A UX or UER

      Project charter                                                                                           exoert should attend and be the „voice
                                                                                                                of the customer“.
                                                                                                                Important: Define a measurable goal
                                                                                                                (key perfomance indicators / metrics).


Business Case                                                                    Scope (In)
Explanation of why we’re doing the project. For example, will it                 What process will the team focus on? What are the
improve customer satisfaction, decrease defects, increase market                 boundaries of the process you would like to improve?
share, increase employee satisfaction, save dollars . . . relate it to           Scope (Out)
the Business Y’s. Do NOT restate the problem.
                                                                                 Other processes, areas that will NOT be reviewed in
                                                                                 this project scope

                                                                                 Process (Start and End Point)
                                                                                 Process Start Point:

Problem                                                                          Process End Point:

Description of the problem/opportunity & objective in clear, concise,            Estimated Benefits
measurable terms. Address: How often is the problem occurring?                   Stated in terms of revenue, cost, productivity, quality,
Where the problem occurring? Who is it impacting? State the                      time, etc.
current performance level. Do NOT say why the problem is important
as that is part of the business case.
Goal (SMART: Specific, Measurable, Attainable, Relevant, Timebound)                  Phase            Completion                   Status
How much of an improvement are you aiming for, e.g. XX% defect
                                                                                 DEFINE                 Mm/dd/yy                   GREEN
reduction, XX% cycle time reduction? When do you want to have the
improvement in place? For example, Deliver an improved process to                MEASURE                Mm/dd/yy                  YELLOW
reduce rebooks in the Business Center by 50% by 12/31/01.                        ANALYZE                Mm/dd/yy                     RED
Deliverables                                                                     IMPROVE                Mm/dd/yy                   GREEN
Are you delivering a set of recommendations and a plan for                       CONTROL                Mm/dd/yy                   GREEN
implementation, or fully implemented and validate solutions?                                                                         > 2 weeks behind
                                                                                                                               1 day – 2 weeks behind
                                                                                                                                             On Track
UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia                                                              Complete
Nikki Tiedtke, EU Senior Content Strategist
A UX project charter could support the
                                                                                                                 project charter as user-centered project
                                                                                                                 goal. Ideally both charters would then

      UX project charter*                                                                                        be merged into one, covering a holistic,
                                                                                                                 business and user-centered approach
                                                                                                                 to a projects. Important: To also define
                                                                                                                 measurable success metrics.


UX Concept                                                                       User requirements
• What are the new pages / the flow / the new product for our customers?         • What are the user requirements?
• What is it not?                                                                • What are the root cause we are trying to fix?
• What is the biggest benefit for our customers?                                 • In which order of priority? (prioritize within team,
                                                                                 balancing user and business needs)
                                                                                 [User requirements have to be phrased in natural, plain
                                                                                 language and should not contain interface solutions, or
                                                                                 functional requirements.]


UX goal (SMART: Specific, Measurable, Attainable, Relevant, Timebound)
• What is our overall user experience goal?
• How can we measure Usability success? (qualitative and quantitative)           User research needs
• What is our user experience goal for the next project phase?                   • What user research do we need?

Target audience                                                                  • In which format?

• Who are our target audiences, personas?                                        • When?

• Which ones of these is more important for us?                                  • What exactly do we want to find out?



Use cases
• What are the main user cases (red routes) for our target audience /
persona?
• Which use cases should we focus on for the next release? (prioritize
within team, balancing user and business needs)
                                                                                 * Based on an idea from Isabella Fröhlich, User Exprience
UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia   Manager, Autoscout 24, ifroehlich@autoscout24.com
Nikki Tiedtke, EU Senior Content Strategist
Root cause analysis can help a project team to
                                                                                                        identify and focus on root causes for a customer or
                                                                                                        business problem. This approach has helped us

      Root cause analysis                                                                               at eBay to differentiate between symptoms and
                                                                                                        root causes. Try to identify success metrics for
                                                                                                        each root cause, too, so you can measure if you
                                                                                                        have fixed it after you launched your new product.



        What do we know from user research? What are the key customer pain points?
            Create a “fishbone diagram” by listing potential problems. Ask “why does this problem
            occur” 5x times to get to a potential root cause.
            Discuss with the team if each potential root cause could be measured to track success




                                                                   Two examples of a fishbone diagram




UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia
Nikki Tiedtke, EU Senior Content Strategist
Example of how a team could prioritize solutions
                                                                                                                 to fix root causes of a problem. Ideally you map
                                                                                                                 them with user requirements – but of course you

      Solution prioritization                                                                                    can modify the table for each project as you see
                                                                                                                 fit.
                                                                                                                 The scoring system helps to calculate the
                                                                                                                 importance and thus the priority of each solution.

        Root cause OR               Possible                 User                Effectiveness*   Feasability*      Cost /benefit             Overall score
        use case (user‘s            solution              requirement                                                  ratio*
             view)




* Scoring: 1 – None 3 – Low 6 – Moderate 9 – Extreme
Example: Great cost /benefit ratio = score „9“. High effectiveness as solution would tackle use requirement = score „9“ etc. Then calculate
numbers in each row to calculate overall score.

UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia
Nikki Tiedtke, EU Senior Content Strategist
At eBay we currently implement an „operational excellence“
                                                                                                            approach for huge projects. As UX consultant and content
                                                                                                            strategist I see a huge opportunity to develop any UX or

      Process improvement approach at eBay                                                                  content strategy using those methods and tools for process
                                                                                                            improvement. This can help an UX team to marry internal
                                                                                                            and external user / stakeholder needs and help using typical
                                                                                                            „putting strategy into practice“ methodologies (aka six sigma).




        Solving for                           Quantified                   Root cause                  Fix it                                 Control


   1. Know the customer            1. Know baseline                1. Identify potential root   1. Develop solutions to        1. Validate solutions is
      being impacted                  performance                     causes                       address root causes            working

   2. Clear problem and            2. Validate data                2. Validate root             2. Prioritize and              2. Develop control
      goal statement                  accuracy                        causes with data             select solutions               plan

   3. Understand                   3. Identify all data            3. Prioritize root causes    3. Pilot and implement         3. Scale solutions as
      business impact                 needs                           by impact                    solutions                      appropriate


 The Lean Six Sigma Pocket ToolBook: A Quick Reference Guide
 By: M. George, J. Maxey, Rowlands, J. Maxey, M. Price



 Blends Lean and Six Sigma tools and concepts, providing expert advice on how to
 determine which tool within a "family" is best for different purposes. Packed with detailed
 examples and step-by-step instructions, it's the ideal handy reference guide to help Green
 and Black Belts make the transition from the classroom to the field.



UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia
Nikki Tiedtke, EU Senior Content Strategist
Questions? Love to hear your experience and thoughts


                               https://www.xing.com/profile/Nikki_Tiedtke


                               http://www.linkedin.com/in/nikkiberlin




UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia
Nikki Tiedtke, EU Senior Content Strategist

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How to define UX objectives and goals using a "lean" six sigma approach

  • 1. UX definitions in agile kick-offs How to define UX objectives and goals using a "lean" six sigma approach Nikki Tiedtke, EU Senior Content Strategist Presented at a UX meeting in Berlin with: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia April 2011
  • 2. Disclaimer • This is not a full-fledged presentation showing the one solution to include User Experience definitions for agile projects. • It’s not a full-fledged presentation about six sigma, either. • Instead, it just shows a couple of “light” techniques and ideas you might want to combine to try to integrate any User Experience (UX) requirements and prioritize them in an agile, fast-moving environment. • I showed the slides at an informal UX meeting in Berlin which was organized by Immobilienscout24.de and attended by XING.de, Otto.de, Nokia and eBay. UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia Nikki Tiedtke, EU Senior Content Strategist
  • 3. Project charters should be defined for any (agile) project during a kick-off with all key stakeholders. A UX or UER Project charter exoert should attend and be the „voice of the customer“. Important: Define a measurable goal (key perfomance indicators / metrics). Business Case Scope (In) Explanation of why we’re doing the project. For example, will it What process will the team focus on? What are the improve customer satisfaction, decrease defects, increase market boundaries of the process you would like to improve? share, increase employee satisfaction, save dollars . . . relate it to Scope (Out) the Business Y’s. Do NOT restate the problem. Other processes, areas that will NOT be reviewed in this project scope Process (Start and End Point) Process Start Point: Problem Process End Point: Description of the problem/opportunity & objective in clear, concise, Estimated Benefits measurable terms. Address: How often is the problem occurring? Stated in terms of revenue, cost, productivity, quality, Where the problem occurring? Who is it impacting? State the time, etc. current performance level. Do NOT say why the problem is important as that is part of the business case. Goal (SMART: Specific, Measurable, Attainable, Relevant, Timebound) Phase Completion Status How much of an improvement are you aiming for, e.g. XX% defect DEFINE Mm/dd/yy GREEN reduction, XX% cycle time reduction? When do you want to have the improvement in place? For example, Deliver an improved process to MEASURE Mm/dd/yy YELLOW reduce rebooks in the Business Center by 50% by 12/31/01. ANALYZE Mm/dd/yy RED Deliverables IMPROVE Mm/dd/yy GREEN Are you delivering a set of recommendations and a plan for CONTROL Mm/dd/yy GREEN implementation, or fully implemented and validate solutions? > 2 weeks behind 1 day – 2 weeks behind On Track UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia Complete Nikki Tiedtke, EU Senior Content Strategist
  • 4. A UX project charter could support the project charter as user-centered project goal. Ideally both charters would then UX project charter* be merged into one, covering a holistic, business and user-centered approach to a projects. Important: To also define measurable success metrics. UX Concept User requirements • What are the new pages / the flow / the new product for our customers? • What are the user requirements? • What is it not? • What are the root cause we are trying to fix? • What is the biggest benefit for our customers? • In which order of priority? (prioritize within team, balancing user and business needs) [User requirements have to be phrased in natural, plain language and should not contain interface solutions, or functional requirements.] UX goal (SMART: Specific, Measurable, Attainable, Relevant, Timebound) • What is our overall user experience goal? • How can we measure Usability success? (qualitative and quantitative) User research needs • What is our user experience goal for the next project phase? • What user research do we need? Target audience • In which format? • Who are our target audiences, personas? • When? • Which ones of these is more important for us? • What exactly do we want to find out? Use cases • What are the main user cases (red routes) for our target audience / persona? • Which use cases should we focus on for the next release? (prioritize within team, balancing user and business needs) * Based on an idea from Isabella Fröhlich, User Exprience UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia Manager, Autoscout 24, ifroehlich@autoscout24.com Nikki Tiedtke, EU Senior Content Strategist
  • 5. Root cause analysis can help a project team to identify and focus on root causes for a customer or business problem. This approach has helped us Root cause analysis at eBay to differentiate between symptoms and root causes. Try to identify success metrics for each root cause, too, so you can measure if you have fixed it after you launched your new product. What do we know from user research? What are the key customer pain points? Create a “fishbone diagram” by listing potential problems. Ask “why does this problem occur” 5x times to get to a potential root cause. Discuss with the team if each potential root cause could be measured to track success Two examples of a fishbone diagram UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia Nikki Tiedtke, EU Senior Content Strategist
  • 6. Example of how a team could prioritize solutions to fix root causes of a problem. Ideally you map them with user requirements – but of course you Solution prioritization can modify the table for each project as you see fit. The scoring system helps to calculate the importance and thus the priority of each solution. Root cause OR Possible User Effectiveness* Feasability* Cost /benefit Overall score use case (user‘s solution requirement ratio* view) * Scoring: 1 – None 3 – Low 6 – Moderate 9 – Extreme Example: Great cost /benefit ratio = score „9“. High effectiveness as solution would tackle use requirement = score „9“ etc. Then calculate numbers in each row to calculate overall score. UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia Nikki Tiedtke, EU Senior Content Strategist
  • 7. At eBay we currently implement an „operational excellence“ approach for huge projects. As UX consultant and content strategist I see a huge opportunity to develop any UX or Process improvement approach at eBay content strategy using those methods and tools for process improvement. This can help an UX team to marry internal and external user / stakeholder needs and help using typical „putting strategy into practice“ methodologies (aka six sigma). Solving for Quantified Root cause Fix it Control 1. Know the customer 1. Know baseline 1. Identify potential root 1. Develop solutions to 1. Validate solutions is being impacted performance causes address root causes working 2. Clear problem and 2. Validate data 2. Validate root 2. Prioritize and 2. Develop control goal statement accuracy causes with data select solutions plan 3. Understand 3. Identify all data 3. Prioritize root causes 3. Pilot and implement 3. Scale solutions as business impact needs by impact solutions appropriate The Lean Six Sigma Pocket ToolBook: A Quick Reference Guide By: M. George, J. Maxey, Rowlands, J. Maxey, M. Price Blends Lean and Six Sigma tools and concepts, providing expert advice on how to determine which tool within a "family" is best for different purposes. Packed with detailed examples and step-by-step instructions, it's the ideal handy reference guide to help Green and Black Belts make the transition from the classroom to the field. UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia Nikki Tiedtke, EU Senior Content Strategist
  • 8. Questions? Love to hear your experience and thoughts https://www.xing.com/profile/Nikki_Tiedtke http://www.linkedin.com/in/nikkiberlin UX meeting :: Berlin :: Immobilienscout 24 :: XING :: Otto.de :: eBay :: Nokia Nikki Tiedtke, EU Senior Content Strategist