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Venture Design Template

NOTE: To make yourself an editable copy of the template, go to the ‘File’ menu and then use either ‘Make a copy’ or ‘Download As’

Table of Contents

Table of Contents Background & Introduction What is this? Who’s it for? How do you use the Google Doc? Are there any restrictions on using this template? What’s the business? What is the positioning statement? Personas, Problem Scenarios, and Propositions [INSERT Name of Person - ‘Andrea the Accountant’] (copy and paste this whole section as you need) Customer Interview Guide What problem are we solving? For who? What job are we doing for who? How do we know if it’s working? Value Hypotheses & Testing What is the core value hypothesis? What is the customer journey? Testing [Problem Scenario/Job-to-be-Done to VP Pairing- copy/paste this section for each PS/JTBD you want to test] What are the key assumptions/hypotheses? Experiment Design (Customer Motivation & Engagement) [EXPERIMENT NAME] User Stories & Prototypes User Stories Comparables Family 1 Family 2 Prototypes What concepts might provide the right signifiers and experience to the user? Concept 1 Concept 2 How do we test our user interface? Business Model Design What’s the business model? Appendix A: Customer Discovery Notes Visit [Place, Date+Time] (copy as needed) Appendix B: Usability Testing [Company Name] [Type of Test {Exploratory, Assessment, Validation}] Suite [#] Objectives & Methods Product Version Subjects Pre-Session Checklist Session Design Takeaways [Subject N] Appendix C: Chain of Relevance Check-In Project Retro/Check-In Template Post-Mortem Template Venture Design Submission (Classes) Persona Problem Scenarios Value Propositions Your Project as Experiment Testing Motivation Narrative Collaboration via User Stories & Wireframes Usability Testing Appendix D: Proposition Smoke Tests via AdWords Appendix E: Orrery Boards Personas and Problems Orrery Solution Orrery

Background & Introduction

What is this?

This template supports my Venture Design curriculum, a systematic process for creating new products and ventures. Venture Design draws on leading frameworks & tools like design thinking, Lean Startup, Business Model Canvas, and agile.

It’s not just an amalgam. The key to use these frameworks effectively in the time you have is knowing what to do when, and that’s the focus of Venture Design.

I may not be meeting you at the very beginning of your project, but I think you’ll find that the framework also works well in reverse.

Who’s it for?

This template is for anyone who’s looking to organize information about their product/market fit (or product/user fit if an internal IT project) using design thinking and lean principles.

How do you use the Google Doc?

I use (or will use) Google Doc’s

If you have Google Doc’s, you can just save a copy of this file into your own domain: File >> Make a Copy. If you don’t have Google Doc’s (Apps) and want it, you can see about setting up here. That said you absolutely do NOT need to set up Google App’s to use the template.

I don’t use Google Doc’s

If you do not have Google Doc’s just go to File >> Download As and from there you can save it to MS Word, etc.

Are there any restrictions on using this template?

The template’s primary purpose is to help practitioners create better products. You’re free to use it and adapt it for internal purposes- building your company and/or product, basically.

You’re not free to take it and re-post it elsewhere or create derivative work for general consumption outside the context of your company’s internal operations. (You are, of course, free to link here to the original item- sharing is caring.) For the full terms and conditions, please see www.alexandercowan.com/legal.

What’s the business?

For fitness entrepreneurs and enthusiasts

For [Fitness club owners and fitness enthusiasts] who [are in need of a flexible workout schedule], [Foundfitness] is an [online fitness application] that [allows people to find nearby fitness clubs and classes]. Unlike [fixed gymming and classes], our application [helps you to find nearby classes and available clubs across several cities in the country, helping people to continue their workout routine without any interruptions while travelling].

For the People on the Go

For [April] who [is a fitness enthusiast and also a public relations manager], the [Foundfitness] is an [online application] that [will help her find fitness classes nearby and enroll for them]. Unlike [the standard fitness routine], our application [enables her to enroll her classes in different cities when she travels].

Personas, Problem Scenarios, and Propositions

[April-the public relations manager

Screening Question: How many times did she workout in the last week?

April works as a public relations manager for a private firm. She is an athlete and a fitness enthusiast. She was the captain of her school basketball team.She is a very active and happy person to hangout with. She has one pet dog whose name is mars.Her day starts very early with yoga and she starts working around 8:30, then she goes to the gym around 4:30 pm and comes home to play with her dog .

Due to her role as a PR manager she finds it difficult to maintain a fitness routine while travelling.On sundays if she is around she goes to her parents home for dinner.

Think,see, feel and Do:

That a healthy body holds a healthy mind, so she takes care of herself and practices exercises everyday

Any form of a physical activity keeps her active all the day

She feels that there should be a way to exercise everyday

She finds if there is a way for her to stick to her fitness routine while travelling

Assignment Body

Fill in the table below with your problem scenarios, their current alternatives, and your value proposition.

Problem Scenarios/Jobs-to-be-Done

Current Alternatives

Your Value Proposition

April travels frequently because of her job and is finding it difficult to maintain a fitness routine

Currently she is trying to avoid working out when she is travelling

With foundfitness she can find drop in fitness classes nearby even when she is travelling

Danielle can’t find yoga classes nearby that are flexible with her schedule

Currently she does not have any routine

With foundfitness she can find yoga classes that will fit in her busy schedule

Josh finds it difficult to teach very less crowd due to the lack of publicity to his classes

Currently he is working part time as a waiter at a restaurant

With foundfitness people can find his classes and enroll to them

Customer Interview Guide

April-the public relations manager

SCREENER

How many times did she workout in the last week?

PERSONA HYPOTHESIS

Questions

Tell me about [yourself in the role of the persona]?

Hi, I am April.I work as a public relations manager for a private firm. I am a dog lover and an athlete. I workout or do some sort of physical activity to stay active.I like zumba,basketball, running and yoga.

Tell me about [your area of interest]?

I am keen on learning pilates and power yoga in different places wherever I travel at an affordable price.

Tell me your thoughts about [area]?

This can be good collaboration for both people and gym owners because fitness enthusiasts can just enroll for single class without a membership of that particular gym and the fitness club or gym owners can have more people come to their gym for classes to promote their place.

What do you see in [area]?

I see a good scope of engagement and use of this application this not only encourages everyone to become fit and also shows them the availability of different fun and fit activities around them at the pace of their own time.

What do you feel about [area]?

I feel that health and fitness should be available to everybody irrespective of their jobs and schedules.

What do you do in [area]?

I will happily look up on classes that are near me when I am travelling or at my home as per my schedule.

PROBLEM HYPOTHESIS

Questions

How do you currently [operate in area of interest- if you don’t have that yet]? OR Here’s what I got on [x]- is that right?

What’s [difficult, annoying] about [area of interest]?

What are the top [5] hardest things about [area of interest]?

What are the top 5 things you want to do better this year in [general area of interest]?

Why is/isn’t [your specific area of interest on that list]?

CLOSING AND MISCELLANEOUS

Questions

Casting a Line (“Anything else?”)

Housekeeping and Follow Up

What problem are we solving? For who?

What job are we doing for who? How do we know if it’s working?

NOTES

Before you move on to testing solution, I like to answer the ‘dumb question’ about exactly what I’m solving for, and this is where I like to use this ‘venture hypothesis’ format to summarize the work above on ‘solving the right problem’:

‘A certain [Persona(s)] exists…

…and they have certain [Problem Scenario(s)].

Currently, they’re [using certain Alternatives], but…

…if we [offer our target Value Proposition], then…

…we'll observe [success through Pivotal Metrics- acquisition, onboarding, engagement, retention, etc.] .'

EXAMPLE VENTURE HYPOTHESIS FROM ENABLE QUIZ

The venture hypothesis for Enable Quiz is [brackets added to help you connect it with the item below only]:

There are [HR Managers in charge of recruiting technical talent],

and they [need to screen recruits for the specific technical skills in a job description].

Currently, they [do their best by checking references and asking a few questions], but

if we [offer a way to automate quizzing for a specific job description], then

we’ll observe [HR Managers creating and using quizzes and standardizing on use of the platform for new hires.]

[Just fill in the ‘blanks’, indicated by the brackets]

‘A certain [Persona(s)] exists…

…and they have certain [Problem Scenario(s)].

Currently, they’re [using certain Alternatives], but…

…if we [offer our target Value Proposition], then…

…we'll observe [success through Pivotal Metrics- acquisition, onboarding, engagement, retention, etc.] .'

Value Hypotheses & Testing

Here you’ll work through value proposition design, linking it to testable idea about why your customer is going to buy/use what you’re creating (ala Lean Startup).

TUTORIAL & EXAMPLES: PROPOSITION DESIGN AND TESTING WITH LEAN STARTUP

CLASS

(for the value proposition definitions, see previous section on Personas & Problem Scenarios )

What is the core value hypothesis?

This is just a very high level summary of what you propose to do for the user and how you hope they’ll respond. You’ll use the same general format we’ve been applying for assumptions:

[If we [do something] for [persona], they will [respond in a certain way- hopefully observable through some Pivotal Metrics]].

Here’s an example from our sample company, Enable Quiz:

If we provide HR managers with a tool for lightweight quizzing, then they will try it, buy it, standardize on it, and it will improve their company's hiring outcomes.

What is the customer journey?

[I highly recommend drafting an AIDAOR storyboard on a piece of paper, photographing it w/ your phone, and placing it here. I think you’ll find it helps you come up with more detailed, more relevant hypotheses that are better prioritized.]

Testing [Problem Scenario/Job-to-be-Done to VP Pairing- copy/paste this section for each PS/JTBD you want to test]

Item

Acquisition

Onboarding

Engagement

Outcome

What does this mean?

What is the interval for an observation?

How might we test this?

What are the metrics?

What’s tricky? What do we need to watch out for?

What are the key assumptions/hypotheses?

This is an ‘unpacking’ of the core hypothesis above. How did your customer get to the happy place where they’re a regular user of your product? How did that find out about it? How did they buy it? When/why do they use it? How often do they use it?

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Priority*

Assumption/ Hypothesis

Needs Proving?

Experiment (MVP) Vehicles, Metrics, and Notes

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* I suggest the following scale-

0: This is our core/summary value hypothesis.

1: Pivotal hypothesis. If this is disproven, the venture needs to be canned or go through a fundamental pivot.

2: Child detail of a pivotal hypothesis.

3: Child of above.

(end truly pivotal hypothesis)

4: Extremely important hypothesis. This hypothesis substantially affects key profit drivers.

5: Important hypothesis. This hypothesis affects key profit drivers.

6-10: Tactical hypothesis for incremental improvements in various areas.

X: Not sure of the priority of this hypothesis. Not being sure of the priority is much better than skipping it!

Experiment Design (Customer Motivation)

Here you’ll lay out effective experiments to testing your proposition and make sure you’re building something that someone wants.

TUTORIAL & EXAMPLES

CLASS

[EXPERIMENT NAME]

What hypothesis will this test?

[Add. You’ll probably want to link to something above (Assuming it’s not a heading, you can make the hypothesis link-able with Insert>>Bookmark and then create the link here with Insert >> Link.)]

How will we test it?

[Add. How will the experiment work? How will you acquire subjects? What experience are you designing for them?]

What is/are the pivotal metric(s)?

What is the threshold for true (validated) vs. false (invalidated)?

[Add. If the experiment is supposed to produce some kind of definitive result, this should probably be quantitative.

If it’s a discovery exercise, then probably not. If not, skip the next item on thresholds, but the remaining items will help you focus, plan, and manage the discovery engagement.]

[Add thresholds. Even if you’re totally unsure it’s still good to take a position on this.

That may sound arbitrary or even wasteful, but in practice if you don’t get on the deciding-with-metrics-train someplace, it will probably pass you by. If you find your threshold is off (ex: a different threshold constitutes success) then it’s perfectly OK to explicitly change your threshold.

The point is to get on the train.]

What will you do next if the result is true? False?

[If true/validated, we will then … which will move us toward our goal of …]

[If false/invalidated, we will then … which will move us toward our goal of …]

How much time, money will it take to set up?

[To set up the experiment it will take:

- [$] and [y] hours of [type of work by type of person]

- [$] and [y] hours of [type of work by type of person]

]

Roughly, what will it take for each individual test?

[For each test which is [x], it will take:

- [$] and [y] hours of [type of work by type of person]

- [$] and [y] hours of [type of work by type of person]

]

Roughly, how long will it take for each test to run and produce definitive, actionable results?

[Each test will take roughly [x time] to produce results…]

[EXPERIMENT RESULTS]

Did the experiment work?

[Regardless of your conclusions, did the experimental design fundamentally work? Did it deliver the metrics you expected? Why or why not?

What was the sample size and the results?

[How many individuals, etc. did you test? What were the aggregate results?]

Conclusions?

[What’s your conclusion?]

User Stories & Prototypes

Here you’ll translate what you’ve learned and what’s right for the product into testable narrative you can use to drive high quality collaboration with your (agile) development team..

USER STORY TUTORIAL & EXAMPLES

USER STORY CLASS

PROTOTYPE TUTORIAL & EXAMPLES

PROTOTYPING CLASS

User Stories

[PLACE YOUR EPIC STORY HERE] [copy and paste this heading and table as needed for multiple epic + child story sets]

Story

Notes (general and analytics-related)

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Comparables

Family 1

[Screenshots, Links, and Notes on things like:

- For which story or stories is this comparable relevant (if that’s not obvious)?

- What’s applicable vs. less applicable about this comparable?

- What do you specifically like/not like about it? What general UI patterns are worth noting?]

Family 2

[Screenshots, Links, and Notes on things like:

- For which story or stories is this comparable relevant (if that’s not obvious)?

- What’s applicable vs. less applicable about this comparable?

- What do you specifically like/not like about it? What general UI patterns are worth noting?]

Prototypes

What concepts might provide the right signifiers and experience to the user?

Concept 1

[screenshots and explanatory notes or link to Balsamiq file on Google Drive]

Concept 2

[screenshots and explanatory notes or link to Balsamiq file on Google Drive]

How do we test our user interface?

(see Appendix B- Usability Testing)

Business Model Design

What’s the business model?

Appendix A: Customer Discovery Notes

Visit [Place, Date+Time] (copy as needed)

[Copy your Interview Guide here]

AUDIENCE

(Name? Company?

Do they map to a persona?)

[add notes]

VENUE/CIRCUMSTANCE

(Where? Why?)

[add notes]

NOTES ON THE PERSONA

(What was on their A-list? What were they like? Think-See-Feel-Do?)

[add notes]

NOTES ON PROBLEM SCENARIOS

(Which ones did they have?

What alternatives?

What value propositions might resonate?)

[add notes]

INSIGHTS ON PERSONAS & PROBLEM SCENARIOS

(How did the interview prove or disprove key hypotheses on your personas and problem scenarios? How else did they change your point of view)

[add notes]

OTHER INSIGHTS

(Right them down ASAP after you have them! Otherwise, you’ll probably forget.)

[add notes]

Appendix B: Usability Testing

Foundfitness App[Type of Test {Exploratory, Assessment, Validation}] Suite [#]

Objectives & Methods:

Objective of these user tests is to identify how much our product impacts the personas

The methods used for this user testing is through surveys and interviews

Product Version

Foundfitness 1.0v

Subjects

April the public relation manager

Josh the fitness club owner

Daniella the Housewife

Elan the computer engineer

Josh the yoga instructer

Here we are discussing the epic story:

Pre-Session Checklist

[this is basically a checklist of everything you want to make sure is in order before you start testing with a subject]

#

Item

Notes

1

A computer to minton the records of all the personas

This helps us to understand how our product helps them

2

Their choice of exercise they prefer

In order to increase those frequency

3

How efficient do they think the app is

Based on this new features are added to the app

Session Design

Test Items

[these are the individual test items- anchored in your user stories if the test is exploratory or assessment in nature]

#

Research Objective

Est. v. Actual (min.)

Notes

1

In how many ways can april use this app?

75 min vs 60 min

MODERATOR GUIDE

1. She can track her previous classes

2. She can rate the instructors and the fitness clubs based on their capabilities

3. She can keep a track of her workout routine

OUTPUT

She enjoys to have the above listed features in the application

2

Should we send notifications to the user about a nearby class

45 min vs 1 hour

MODERATOR GUIDE

1.They can get the knowledge of a nearby class.

2.It also reminds them to workout

3.But can annoy the user too

OUTPUT

Better not to add too soon

The below is the prototype of the App created in Balsamiq

Takeaways [Subject N]

[these are your notes on what you learned from a given subject]

Personas & Problem Scenarios

April travels frequently because of her job and is finding it difficult to maintain a fitness routine

UI and User Stories

Start with collecting the data about the workout sessions in and around the persona

Post-Test Debrief & (optionally) Footage

Appendix C: Chain of Relevance Check-In

The purpose of this exercise is for the practitioner of Venture Design to diagnose and focus their executions (be those product or promotion), and decide where and how to best invest their time and effort on subsequent iteration. Here are a few example questions:

Remember, one of the handy things about a Google Doc is the ease of interlinking information (vs. repeating it). You can link to current work (personas, etc.) in your current Venture Design with ‘cmd + k’ (Mac) or ‘Insert >> Link’.

Project Retro/Check-In Template

This template is for a quick check-in as you’re focusing your work toward some future output, be it a product or promotional iteration.

Item

Notes on Diagnosis

PERSONA CHECK

Can we find 10 people that will love the product?

Could they lead to 100 more? Then 1,000?

Do we know how they relate to our area?

[Does the customer exist and do you know them? An example for Enable Quiz notes here might be:

The HR Manager, Functional Manager pairs exist at nearly all the companies where we’ve done discovery. The HR Manager generally wants to do more and the Functional Manager generally wishes they could do more on recruiting.]

PROBLEM CHECK

Does our problem matter enough?

Do we hear it as a response to open-ended questions?

Do we understand the alternatives in detail?

[Is your problem on their A-list? An example for Enable Quiz notes here might be:

We don’t hear ‘screening candidates’ as an answer to ‘What’s hard about being an HR Manager’ but we do hear it from both personas consistently in answer to ‘What’s hard about the recruiting process for engineers?’].

VALUE HYPOTHESIS CHECK

Do we have a tightly defined proposition?

[You’ll struggle (read for startup: never) rise above the noise floor if you’re an interesting thing to potentially lots of people vs. a bullseye for at least a few people. An example for Enable Quiz notes here might be:

Our core value hypothesis is: If we offer HR managers at companies that hire a lot of engineers a lightweight quizzing app, they will convert to paid subscriptions after an unpaid trial.

We think this is the right scope and focus to deliver on the problem and loans itself to rapid, high-value testing (see next item).]

VALUE DISCOVERY CHECK

How can we test it in the next 48 hours?

[The best tests are quick, creative, and aligned to where you are. An example for Enable Quiz notes here might be:

We think a concierge test with quizzes on Google Doc’s will allow us to a) test the core value hypothesis and b) better understand the whole cusotmer/customer team interaction with the hypothetical product. ‘A’ is the most important for obvious reasons but we also have a lot of learning to do on the actual contours of the solution.]

PRE-DEV CHECK

Do we really need SW to move forward?

Are we ready to narrate what the project needs?

Test it often to avoid waste?

[Make sure you can articulate all substantial customer interactions with the product- not just the general arc of what the product’s supposed to do. The Enable Quiz in the examples above is NOT ready to built software. Let’s say they’ve validated their value hypothesis and learned enough about the quizzing process to build software. One of their epic stories might be:

‘As the HR manager, I want to create a screening quiz so that I can understand whether I want to send possible recruits to the functional manager.’

They’ve defined the building blocks they need for this and looked at comparables and UI patterns. Can you describe the functional experiences you want the user to have at least at this level of detail?.]

Post-Mortem Template

This is a more periodic template for smaller, more tactical executions.

Item

Notes on Diagnosis

What was the execution and what constituted success/validation? What actually happened?

[If you were testing a feature pre-release, this would be the customer outcomes you hope to see. For instance, if Enable Quiz was testing a new interface for quiz creation, their answer might be:

We’re building a new quiz interface and we hope to see 90% of HR Manager users creating their first quiz within 7 days without contacting support.

Out of [n] signup’s, [x%] of our HR Manager users creating a working quiz within [y] days, constituting [validation, invalidation] of our current execution]

Did our testing predict our outcomes?

[At a high level, I like to divide up testing into work that delivers on three main buckets-

Persona & Problem Hypothesis: Discovery interviews & observation.

Value Hypothesis: MVP & other product proxy testing.

Usability Hypothesis: Product usability against specific (supplied) goals. For more, see the ‘Customer Discovery Handbook’.

Depending on your execution, you may wish to take note on your work of against any or all of these.

For example, if Enable Quiz had validated their persona, problem, and value hypotheses and was principally focused on onboarding customers out in ‘the wild’, their answer might be:

Persona Hypothesis: After interviewing dozens of subjects screening into the ‘HR Manager’ and ‘Functional Manager’ personas, we have converged on a consistent set of perspectives and points of view. Future re-segmentation is likely but for an initial offering, we feel we have a solid working validation of what drives these personas.

Problem Hypothesis: Generally in response to broad questions about HR management and hiring by the HR managers and functional managers (respectively), we have consistently heard from HR managers that screening technical candidates is a top problem and for functional managers that spending enough time on recruiting is a top problem. Our current point of view is that this constitutes an adequate working validation of our pivotal problem scenarios.

Value Hypothesis: We have run two MVP vehicles to test our value hypothesis. The first, a concierge MVP, was a set of custom-built paper quizzes for a sample of 5 HR managers involved in technical recruiting. Our 0 day test was to make sure we could create relevant quizzes against their job descriptions (check). Our 30 day test was to see how frequently the HR managers were actually using the quizzes. We knew this because they would email them to us for grading. Usage was in line with our expectations (around 75% of candidates). Our 90 day test was to see if the quizzes were driving better outcomes for their hiring. We’re still monitoring these for a more definitive/controlled result but the initial results are positive.

Usability Hypothesis: We moved from exploratory to assessment to (rough) validation testing with the 1.0 interface. 90% of the subjects were able to complete a quiz against an open position in validation testing.

Testing vs. Actuals : Our testing would have predicted that roughly [x%] to [y%] of the HR manager users would successful create a quiz. In the field, we were at [z%], which is a relatively [good, bad] rate of predictability and we plan to [look at the results more, as applicable].

NOTE: Your work may have more gaps than this (hypothetical) firm. Don’t feel like you have to have all these items nailed- the purpose of this exercise is to identify where you have your most important gaps in understanding and validation.

What understanding we were implementing?

[Here your job is to note the inputs- user stories and (possibly) wireframes. For Enable Quiz this might look something like:

The user stories and prototypes we implemented against are in sections [ X ] & [Y] of the Venture Design. We feel these described the implementation reasonably well and [other ideas]. ]

What were the key propositions? Hypotheses?

[Here your job is to make sure your proposition(s), the definition of what you’re doing that’s better enough than the alternative at solving user problems, is clearly laid out and linked to the previous items. Here’s an example from Enable Quiz:

The key proposition here was about the value to the HR manager of being able to better screen technical talent and how that would drive both the effectiveness and hiring outcomes for the functional manager. Generally, the assumptions regarding the usefulness of screening to the HR Manager are relatively well validated. The impact (and perception of that impact) and outcomes for the functional manager we’re still investigating and testing. The specifics are available in the hypothesis section . ]

What problem were we solving? Was it important? Better than the alternatives?

[Here your job is to clearly lay out the problem scenario(s) and alternative(s) you’re addressing. Here’s an example from Enable Quiz:

Our core problem area is the recruitment of technical talent. Under that problem, we’re principally interested in problem scenarios around how HR managers screen technical talent at the front end of the recruiting process, where currently they use a patchwork of references and paperwork review (resume, etc.). For more detail see [section herein with problem scenarios].]

Who were we doing this for and do we know what makes them tick?

[Here your job is to make sure the above items connect backward and anchor in relevance to one or more personas, be those buyers and/or users of your product. Here’s an example for Enable Quiz:

We have two principal personas: Helen the HR Manager and Frank the Functional Manager. Helen’s key motivation is to contribute more to one of her firm’s key activities- technical recruiting. We think that our ability to help her do more through lightweight technical screening quizzes is what’s pivotal to the purchase and use of our product.

Frank the Functional manager will see substantial benefit once the product is in place in the form of less time wasted on non-qualified candidates and ultimately better recruiting outcomes. ]

Venture Design Submission (Classes)

This template for you to review the completeness of your submission and focus where you are on things and what has to happens next.

The left column, ‘Items- Checklist’, is just for you to run through your venture design and make sure everything’s in there. The right column, ‘Notes on Diagnosis’, is for you to make notes on what you’ve updated and why. The questions in that column you can remove. They’re a guideline on what to cover in your diagnosis.

Items- Checklist

Notes on Diagnosis

Persona

:: Photos?

:: Does the description reflect what you’ve learned about key facets of what makes them tick? Their day?

:: Can you think of at least 5 examples of the persona?

:: Does the ‘Think’ reflect the tension between how they’d like things to be vs. how they are now?

:: Does the ‘See’ reflect the points of contact and influence you’ve observed?

:: Does the ‘Feel’ speak to the emotional drivers that you think will motivate action?

:: Do you know what the persona specifically ‘Does’ in your area of interest? How much/how often?

:: Does your interview guide draw out the answers to the above?

:: Does your day in the life shed light on key moments in their day?

:: Did you push yourself to test actionability of the persona with Google AdWord concepts?

[How has your perspective on the persona evolved?

What turned out to be important?

How did your screener and interview guide work out? What would you/did you change?

What would you most like to learn more about?]

Problem Scenarios

:: What are the important problem scenarios? Alternatives?

:: How do they look when you think upward in terms of abstraction (why?) and downward (how?)?

[What problems turned out to matter vs. not?

Are you able to tie all your user stories back to problem scenarios?]

Value Propositions

:: Do you have VP’s that deliver against the Problem Scenarios and Personas above?

:: Do your Before & After storyboard(s) help you think about and communicate those propositions?

:: Did you describe them in the Business Model Canvas (optional)?

[How has your view of the propositions evolved?

What’s important and likely to be valuable?

How does that differ between segments (sides of a marketplace, for example) and personas?]

Your Project as Experiment

:: What are your most important hypotheses?

:: How does your AIDAOR storyboard and journey map help you think through those hypotheses?

:: Are they framed in testable terms: If we [x == do something] for [y == persona] then they will [z == respond in a certain, measurable way].

[How has your view of the hypotheses changed?

Beyond your core Value Hypothesis of whether buyers/users will come, what others have emerged as important?]

Testing Motivation

:: What experiments could you run and are they structured in the template with hypotheses,, methods, metrics, and post-experiment actions?

:: What is the scrappiest thing you could do in the next 48 hours to test customer motivation? (Not that doing so is part of the assignment)

[Based on what you know now, do you see better opportunities or ideas to test motivation before you (or the venture’s principals) spend time and money on the venture?]

Narrative Collaboration via User Stories & Wireframes

:: Do you have epics and then child stories and test cases that describe them?

:: Did you storyboard the key epics to get at detail?

:: Did you pull applicable comparables and UI patterns to help you build on best practice for the key stories?

:: Did you wireframe the key stories to think about implementation?

[How has your view of the specific customer narratives evolved?

Do you think they’re ready for implementation?

What best practices do you think you can leverage to maximize existing behavior models on the part of the user?

Do the user stories tie back to your work elsewhere? Do they tie back to your problem scenarios?]

Usability Testing

:: Do you have an exploratory testing design that’s anchored in user stories?

:: Do your interactive wireframes support it?

:: Have you tried it out? What insights did it yield?

[How has your view of how to execute the user testing evolved as you exercised your test suite (stories, wireframes, script, test design)?

What changes, focal points did the user testing provide?]

Appendix D: Proposition Smoke Tests via AdWords

This is a template for the exercises we do in Sessions 2 & 3 in my Software Design Class. Their purpose is to help you push yourself and test the actionability of your personas- do you really know what make them tick? What they Think, See, Feel, and Do in your area?

Keywords

Final URL

Headline 1

Headline 2

Path

/

Description

Notes (to self)

Appendix E: Orrery Boards

The purpose of these is to provide a kind of canvas for talking about your ideas on personas + problem scenarios and then your ideas on solutions. The example below is from a (fictional) company ‘Enable Quiz’ that creates quizzes HR managers use to screen candidates for technical roles.

Personas and Problems Orrery

HR MANAGER

HIRING MANAGER

JOB CANDIDATE

Current Team

Recruiting and screening via resume and references.

Basic understanding of fit and role.

We’re swamped- I need to make a hire- here’s a job description.

Here are some candidates. Can you make time?

Interviews where often still having to screen.

Basic understanding of role and fit.

Ideas on upskilling/new skills.

Ideas for skills development

(not used)

(not used)

Solution Orrery

HR MANAGER

HIRING MANAGER

JOB CANDIDATE

CURRENT TEAM

Job Descriptions

Screening Quizzes

Job Descriptions

Screened Candidates

Screening Quizzes

Basic View on Fit

Upskilling Opportunities

Tailored Ed. Plan

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