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Key Takeaways
- Discovery is Continuous: Discovery and delivery are not separate phases; they happen simultaneously. Continuous Discovery helps teams make better bets over time.
- Opportunity Solution Tree: A visual framework to map outcomes, opportunities, and solutions. It helps teams prioritize and align around customer needs.
- Interviewing is Critical: Collecting rich customer stories is essential for identifying unmet needs, pain points, and desires. Avoid direct questions; focus on storytelling.
- Small Bets, Big Impact: Every backlog item is a bet. Discovery helps refine these bets, but risky bets are sometimes necessary. Balance discovery with delivery.
- Automate Customer Interviews: Use tools to automate recruiting and scheduling customer interviews. Make it easy to talk to customers weekly.
- Collaborative Decision-Making: Product trios (PM, designer, engineer) should work together to make decisions, reducing silos and improving outcomes.
- Assumption Testing: Break ideas into underlying assumptions, prioritize them, and run small, sustainable tests to validate solutions.
Detailed Summary
Introduction
- Guest: Teresa Torres, author of Continuous Discovery Habits and a leading product coach.
- Focus: Continuous Discovery, Opportunity Solution Tree, and customer interviewing.
Opportunity Solution Tree Framework
- What is it?: A visual tool to map outcomes, opportunities, and solutions. It helps teams move from output-focused to outcome-focused work.
- Structure:
- Outcome: The root of the tree (e.g., increase Netflix engagement).
- Opportunities: Unmet needs, pain points, or desires (e.g., “I can’t decide what to watch”).
- Solutions: Potential ways to address opportunities (e.g., personalized recommendations).
- Why it’s hard: Teams struggle to separate opportunities from solutions. Opportunities should be specific and customer-focused.
- Example: For Netflix, opportunities might include “hard to find a movie” or “difficult to use the Apple TV remote.”
Continuous Discovery
- Definition: Building continuous feedback loops with customers to inform product decisions.
- Why it matters: Digital products are never “done.” Continuous Discovery ensures teams are always learning and iterating.
- How to start: Conduct at least one customer interview per week. Automate the process to make it sustainable.
- Balancing Discovery and Delivery: Discovery and delivery happen in parallel. Teams should make bets while continuously improving them through discovery.
Interviewing Best Practices
- Focus on Stories: Ask customers to share specific experiences (e.g., “Tell me about the last time you watched something on Netflix”).
- Avoid Direct Questions: Instead of asking “What do you like to watch?”, ask “What happened when you decided to watch something?”
- Listen Actively: Summarize what you hear to show you’re listening and dig deeper into interesting points.
- Natural Conversation: Make the interview feel like a casual chat, not a Q&A session.
Common Mistakes in Discovery
- Overcommitting to Solutions: Teams often jump to solutions without fully understanding the problem. Explore multiple solutions for the same opportunity.
- Ignoring Assumption Testing: Break ideas into assumptions and test them early. Avoid large, costly experiments.
- Siloed Decision-Making: Avoid the “CEO of the product” mindset. Collaborate with designers and engineers to make decisions.
Scaling Discovery
- Early vs. Late Stage: The core process remains the same, but in larger companies, teams need to manage dependencies and align with adjacent teams.
- Cynicism in Large Companies: Address skepticism by showing that small, frequent customer interactions are better than no data at all.
Tools for Continuous Discovery
- Scheduling Tools: Calendly, Google Calendar, Salesforce.
- Recruiting Tools: Ethnio, Intercom, Usabilla, Hotjar.
- Assumption Testing: Use small, rapid tests to validate assumptions before committing to large experiments.
Conversational Insights
- “Everything in our backlog is a bet. Discovery is helping us make a better bet.”
- “The moment you stop making progress in your career is the moment you start looking for another job.”
- “Opportunities emerge from our customers’ stories. If you’re not collecting rich stories, it’s hard to identify opportunities.”
- “Discovery and delivery are not separate phases. You’re always doing both.”
- “The best way to kill any appetite for Discovery is to say, ‘Let’s stop making bets until we discover.’ Don’t do that.”
- “If your interview feels like you’re having a beer with a buddy, that’s a good sign.”
- “We’re in the business of changing behavior, not seeking new knowledge. Small data is better than no data.”
- “The trio (PM, designer, engineer) should decide together. Disagreements mean you haven’t found the best option yet.”
- “Most teams are stuck in project-based research. Continuous Discovery is sustainable if we change our habits.”
- “Imagine if this way of working was possible. There really are teams that work this way.”
Software Tools
- Scheduling: Calendly, Google Calendar, Salesforce.
- Recruiting: Ethnio, Intercom, Usabilla, Hotjar.
- Survey Tools: Qualaroo, Chameleon.
- Authentication: Stitch, Persona.
- User Research: Dovetail.
People Mentioned
Speakers
- Teresa Torres: Author of Continuous Discovery Habits, product coach, and consultant.
- Lenny Rachitsky: Host of the podcast, former product manager at Airbnb.
Other Individuals
- Richard Thaler and Cass Sunstein: Authors of Nudge, referenced for choice architecture.
- Tobias Lütke: CEO of Shopify, mentioned in passing.
Companies Mentioned
- Netflix: Used as an example for the Opportunity Solution Tree.
- Hulu: Mentioned as a competitor to Netflix.
- Disney+: Referenced in a customer story.
- Persona: Sponsor of the podcast, provides identity verification solutions.
- Dovetail: User research tool for analyzing customer interviews.
- Stitch: Authentication and onboarding platform.
- Atlassian, Canva, Deloitte, Nielsen Norman Group: Companies that use Dovetail.
- Square, Block, Gusto, Udemy: Companies that use Persona.