Showing posts with label agile. Show all posts
Showing posts with label agile. Show all posts

Friday, November 22, 2013

The Skinny on Lean UX

By Brian
Car Assembly LineWaterfall. Agile. User Experience. Lean. In a field of buzzwords, the one you’ve probably heard most lately is Lean UX. But Lean UX is more than just the latest fad. An emerging methodology for designing digital products, Lean UX shortens the feedback loop between design and development by removing anything that’s unnecessary to provide value for the customer.
While it’s gaining traction now, Lean isn’t a new concept. Toyota first introduced it as the Toyota Production System (TPS) back in the 1990s as a process improvement. Since then, the Lean concept has been applied to Six Sigma in manufacturing; IT products and services; and business startup culture (with the publication of Eric Ries’s bestselling The Lean Startup). When applied to UX, Lean focuses on quickly delivering the experience of the design, putting less emphasis on process-oriented deliverables (which are often the source of unnecessary waste). Instead, Lean UX shifts the focus of the design and development process toward 3 key principles: expanded ownership, externalized communications, and emphasizing outcomes.

Expanded Ownership

In both Waterfall and Agile methods, a product manager is assigned as the owner of the product or feature. This person is the “single wringable neck” (thus often labeled a “chicken”), solely responsible for the success or failure of a project. Lean UX, on the other hand, expands the ownership of success and failure to all members of the team.
In the Lean setup, product managers are still responsible, but only for determining what will ultimately serve the business. Beyond the product manager, developers are now responsible for understanding and communicating what’s technically possible. They are expected to provide a feasibility check on the design process, giving feedback and input at every step. Designers, in turn, are responsible for understanding the customers’ motivations and behaviors – and designing solutions that appropriately map to those aspects. Each team member now owns the facet of the project that matches her role. Teams that share accountability and ownership in this way tend to invent better solutions faster, with less friction.

Externalized Communication

Another component of Lean UX involves broadening the culture of communication within an organization. Rather than a design team generating ideas and making decisions in a vacuum, or developers building functionality in a silo apart from the design team, Lean makes the team’s work external and public, by putting it on a wall for everyone to see. Whether physical or virtual, the “wall” creates a transparency that allows more frequent and organic feedback.
This simple activity tends to trigger a cultural shift. While most product teams aren’t exactly black boxes, it’s rare for a team to make all the product details available, not just internally, but to the whole organization at all times. This, however, is exactly what Lean UX advocates. Setting up the “wall” isn’t hard – Jeff Gothelf, author of Lean UX, recommends setting aside an actual wall in your office for posting the team’s progress, but it’s just as easy to use a software tool like Pivotal Tracker for remote teams. Whatever you choose, this communication will allow everyone to stay on the same page, at any time.

Emphasizing Outcomes

The last key tenet of Lean UX is its focus on outcomes rather than deliverables. Historically, in a typical project, designers are asked to create and deliver mockups (usually Photoshop files), and developers are asked to deliver code. In a Lean UX project, however, the emphasis is on outcomes – the answers to the question, “What are the tangible results of the work we did?” Each cycle is tested to determine what is and is not working, so that the final design and functionality are guaranteed to work well for users. The overall result is a better, more focused product that people can easily use.
Lean UX is gaining traction because it embraces the reality that designing useful, usable products is partly a numbers game. There is a need for developers and designers to try many different solutions and evaluate them with users, to see what works and what doesn’t – committing to “our best guess” without testing alternatives is simply not as effective. The more design iterations you can do (and test!), the faster you can figure out what truly works. Lean also acknowledges that no one person (or role) has all the design answers – all ideas are hypotheses that need to be respected, but also validated as quickly as possible. These core premises, and the methodology emerging to support them, hold great promise not just for the creation of successful products, but also for a vast improvement of the collaborative culture within creative teams.

via Above the Fold http://blog.abovethefolddesign.com/2013/11/21/the-skinny-on-lean-ux/

Tuesday, August 20, 2013

Are You an Agile Content Creator? 6 Traits of Change Agents

By CARLA JOHNSON published AUGUST 19, 2013

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“Turn and face the strange, ch-ch-changes…” —David Bowie
agile worker on mountainIn a previous post, I talked about why content marketers need to embrace change to survive in today’s environment. Beyond just surviving, what do content professionals need to thrive and prosper?
An agile learning mentality.
As we adapt to new behaviors along the evolving buyers’ journey, content marketers have to prepare to draw on new insights and expertise to drive business growth for their organizations. We have to be open to new ways of thinking, and we need to continually learn new skills to anticipate the challenges that emerge. 
Changing buyer behavior is forcing us to shift the ways we function as marketers and content creators. Strategies for engaging customers and building relationships have become increasingly complex; to be successful, we must be willing to think differently on all levels and adapt to an unpredictable business environment — not just a marketing environment.
We can’t simply address these sweeping changes at the tactical level; rather, it’s essential that we re-examine the fundamentals of how to create and lead experiences that fascinate and inspire employees and customers to take action.

Enter the agile learner

Columbia University and the Center for Creative Leadership issued a report about learning agility, particularly in times of disruption. The agile learner, they assert, “shows the willingness and ability to learn throughout their careers, if not their entire lives.” While this sounds simple, what’s needed from content marketers today is their willingness to serve as integrators and agents of change. To not only be open to new skills and understand how to collaborate with new partners, but to be prepared to bring more original insights to the table, as well.
How does that tie into what content creators and other content marketers do every day on the job? Regardless of the role they currently play in an organization — from young professional to seasoned executive — agile learners are those who exhibit some essential qualities and priorities:
  • The gumption it takes to challenge the status quo: By examining long-held beliefs and breaking down silos between groups, content marketers will discover new and innovative ways of looking at challenges and how to creatively solve them. The more diverse your experiences, the broader the perspectives you bring to your role — and the more capable you will be of delving deeper to find new ways to meet your goals, enterprise-wide.
  • The ability to remain calm in the midst of adversity: Agile learners have the ability to draw on past experiences to remain present and engaged when faced with ambiguous and/or high-pressure situations. This allows them to tap into more insightful thinking processes — even at times when inspiration may be at its lowest.
  • Taking time for reflection: In the midst of all the demands placed on us and our teams, rarely do we take time to step back and reflect on the work we do, the meaning we create, and how that meaning affects our customers’ experiences. Having new experiences doesn’t guarantee that you’ll learn from them; but reflecting upon them can offer deeper insights into how you will perform, how you will work with others, and how you will approach new challenges.
  • Purposely seeking challenging situations: Comfort and growth can’t coexist. Agile learners understand the need to push themselves, and their abilities, to explore situations where there is no proven process or outcome. Content marketers who prioritize continuous learning will come to understand the ways that risk can lead to opportunity.
  • Being open to learning: Breaking down legacy thinking is the first step to opening your mind to new possibilities. Instead of relying on the crutch of “best” practices, think “next” practices. Don’t let the way you’ve always done things — even if it’s brought you success — circumvent the pathways to new ideas and experiences.
  • Avoiding defensive thinking: As mentioned above, openness is fundamental to increasing knowledge. But openness isn’t just a one-way process — it requires talking about what you believe and why you believe it, as well as initiating honest, heart-to-heart conversations that may make you feel vulnerable. When you share your ideas, people will likely give you feedback, and some may disagree with your approach; but agile learners resist the urge to become defensive. Instead, they listen carefully and seek to understand others’ points of view and perspectives. This is how they learn valuable lessons and insights that may come in handy for future challenges.

Built to change: The new marketing department

An urgent challenge content creators and marketers face today isn’t figuring out our new “normal,” but rather how we can build agile marketing departments that are equipped to respond to the unknown and unpredictable. Research supports this; for example, a recentForrester report found that 97 percent of marketers are doing things they’ve never done before, and the same number are seeing a dramatic gap in the breadth and depth of skills needed.
It’s about change, not scale. We’re now at the point where we need to stop hiring for skill sets and start hiring for mindsets. We need to approach our marketing departments less like a machine to be controlled and more like a complex, dynamic system that can learn and adapt over time. This is the path to building fluid, organic processes that respond to new buyer behavior, rather that the rigid structures with which we’re familiar. Companies around the world fueled by agile marketers are disrupting the market, aggressively gaining customers, and eclipsing their competition.
Agile marketers will serve as the agents of change that enable our organizations to respond to — and even lead — evolving customer expectations. This is how we’ll create truly integrated approaches in which content marketers are the ones who orchestrate all channels in order to build long-lasting customer relationships.
Join Carla Johnson as she presents a workshop on Content Marketing and Sales Enablement at Content Marketing World 2013, September 9–11 in Cleveland, Ohio. 
Cover image via Bigstock
via Content Marketing Institute http://contentmarketinginstitute.com/2013/08/agile-content-creator-traits-change-agents/

Thursday, August 1, 2013

Five User Experience Lessons from Seth Rogen

by

The late, great co-founder of NFL Films, Steve Sabol, said “Tell me a fact and I’ll remember it. Tell me a truth, and I’ll believe you. Tell me a story, and it will live in my heart forever.” And for some user experience professionals, stories are needed in the hearts of management and coworkers to which they can relate and understand the craft.
Hence, we turn to pop culture.
I know what you’re thinking: “OK, I was onboard when you said there were lessons from people like Tom Hanks and Laura Dern—I imagine wisdom emanating from them. But Seth Rogen? Yeah, great comedian, but not oozing with sage-like insight.” That said, even thePeter Principle management folks thrust into UX oversight positions can relate to Seth Rogen.
“You know … sometimes I find less is more,” Rogen prophetically uttered in the movie Paul. We can use these words as the backdrop to the following user experience lessons Mr. Rogen has imparted.

Lesson #1: Failed Novice Task Completion Can Be Disastrous

“I can see by that stupid expression you've had on your face for past five minutes that you're trying to piece this together, but it's no good.”
In Green Hornet, Rogen plays a trust-fund 30-something named Britt Reid, based very loosely on the wealthy young publisher-turned-vigilante first featured in the eponymous radio programs from the 1930s. In the 2011 big-screen comedy, Reid stumbles into being a superhero thanks to the diverse capabilities of his father’s former houseman, Kato, who has Jedi-like reflexes and incredible engineering prowess. In the midst of reviewing some outlandish gadgets created by Kato, Britt picks up the “Hornet [Gas] Gun” and, thinking theinterface is intuitive, accidentally shoots himself in the face, thereby putting him into a self-induced, 11-day coma.
Certainly Britt Reid’s experience was the slapstick extreme of what can happen when novice task completion goes sour, but I have seen other disastrous outcomes for novices that affected their interest in continued usage. For example, at one point a woman spoke into an automotive microphone and requested to “add new contact.” The voice recognition system heard “delete all contacts.” As you can well imagine, her reaction was extreme fear and stress, thereby creating a wall of technophobia such that further usability testing was essentially worthless.
And she is not alone. Initial customer confusion or frustration can easily lead to abandonment of the product or website. According to Arthur Anderson (2001) and Forrester Research (1999), more than 83% of users will leave a website if they aren’t figuring it out quickly, which equates to an opportunity cost of half the potential sales. Losing 50% of revenue certainly isn’t an 11-day coma, but it’s nearly as disastrous, so making sure that initial engagement is intuitive is crucial.

Lesson #2: Only Go Below the Fold If You Must

“If you can't see, hear or feel something it doesn't exist.”
Pulling yet another lesson from Horton Hears a Who! (see Five User Experience Lessons from Jim Carey), let’s focus this time on Morton, Horton’s Technicolor rodent friend voiced by Rogen. Morton, just like most of the creatures in the jungle, doesn’t see or particularly believe Horton regarding a supposed miniscule town that exists on a dust particle on a flower. Horton is being threatened with expulsion from the jungle by a peer-pressuring kangaroo if he doesn't relent in his insistence that the town exists, but ignores the near and present urgency.
Morton, however, is a type-A personality with an understanding of the near-term danger and, in desperation,pleads with Horton to stop banking upon the unseen.
Dr. Seuss’s successful allegory is “faith” and the audience is led to the conclusion that sticking to faith 100% of the time can be both difficult and rewarding. However, it's a (pardon the pun) leap of faith to assume that people will be willing to endure a burden and persist to the end. Most of the time, this isn’t true of real-world user experiences; the user is impatient like Morton.
Putting critical information in plain sight doesn’t require your users to have faith in the unseen.tweet this

How does that translate to your business? The same is true for that which isn’t immediately seen. Jakob Nielsen showed that users spend 80% of their time above the fold for webistes. A 2011 study of 8 million click-throughs on Google showed only 6% of users proceeding to the 2nd page and a 143% drop in click-through rate from the bottom of the first page to the top of the second page. These findings also match embedded testing I’ve done where vertical menus go off the screen: the majority of users do not find the hidden choices.
Yes, the KISSmetrics 2012 article “Why the Fold is a Myth” eloquently argues that Calls to Action (CTAs) are more correlated to how motivated your users have generally been by your inspiring content rather than to whether the CTA is below the fold, but the same article accurately cites Ogilvy’s research dating back a half of a century stating that only 20% of readers make it beyond the headline. Play it safe. Putting critical information in plain sight doesn’t require your users to have faith in the unseen.

Lesson #3: Use What You Have At Hand … As Long As It’s Solid

“I hope this turns out better than your plan to cook rice in your stomach by eating it raw and then drinking boiling water.”
In Kung Fu Panda 2 Rogen reprised his role as the voice of Mantis, the smallest of the Furious Five warriors. At one point near the beginning of the story, the Dragon Warrior (Po the Panda) is fighting alongside the Furious Five to defend a village of musicians against theiving invaders. Po wasn’t expecting the fight and is essentially weaponless. Mantis adlibs by throwing Po a set of cymbals to use as weapons. Pardon another pun, but this improvision proves so instrumental that Po keeps grabbing for musical implements during the melee until, in Jackie Chan-esque slapstick style, he accidentally grabs a rabbit.
The user experience analogy is this: use what’s at hand as long as it’s solid. Sometimes engineers don’t want to use data gathered internally to evaluate a design, since the cohort’s demographics and/or desired outcome may be skewed. These scientists are often purists, and given unlimited budget and time it is tough to argue with always testing the usability of your designs externally. But sometimes the urgency of the moment doesn’t allow for the ideal solution, and you must choose between no data or some internal testing.
Why chose the latter? If you don’t, you will have A) fewer eyes looking for obvious mistakes the designers were too close to see, and B) no data with which to fight off the opinions of the loud minority (e.g. management, marketing, sales) who believe intuitive to them equals intuitive to all. Not to mention, when you eventually take your usability testing to external participants for validation (which you should eventually do), your archives of internal data can be compared to external results to examine how skewed your internal sampling is. This comparison will help with acquiring budget and time in the future for recruiting participants.
The caveat—as stated above—is “… as long as it’s solid.” When doing cheap-and-quick, informal testing, make sure not to recruit people already assigned to the project. They have a vested interest in the results and already know the functions of the system. Also, attempt to get a sampling across work groups using both sides of the brain. For instance, don’t solicit participants only from IT and finance who mostly use their left brains. Gather from IT architects, administrative assistants, HR specialists, and security officers. Last but not least: never ask a loved one for an opinion. Depending upon your relationship, [s]he will either soften the response to not hurt your feelings or be extra snarky since you didn’t take out the trash yesterday.

Lesson #4: Overly-Agile Development Can Lead To Accidents

“Life doesn't care about your vision. You just gotta roll with it.”
In the 2007 comedy Knocked Up, Alison Scott goes to a nightclub to celebrate a promotion and meets a reckless, immature pothead, Ben Stone (Rogen). After drinking and dancing together all night, they end up completely wasted and fumbling through a one night stand sans birth control. In the classic sex scene, Ben struggles with the condom (Plan A) and, when not keeping up with the urgency of the moment, communication errors and a desire to proceed lead to bad judgment (Plan B). Eight weeks later, BOOM—Allison discovers that she is pregnant and the plot thickens.
As crude as the analogy may seem, the agile development process can easily proceed in the same manner: urgency overrules proceeding in a logical, serial manner. For those who are not familiar with agile, there are many online resources but it is essentially like a greyhound race: the user experience engineer is the electronic rabbit providing the vision of where to run, and each software engineer is the sleek dog taking individual steps that eventually lead toward the shortest, prioritized path to success. But here’s where this particular analogy fails: if the user experience engineer doesn’t keep up with the urgency, the greyhounds keep running and determine a path of their own.
The agile evangelist’s argument for proceeding with the race is that each individual step is, by definition, easy to back-out or iterate, but that rarely happens without significant data, which is difficult to provide when the clock is already ticking. So, instead, management or the agile coach becomes the equivalent of Alison’s character screaming, “Just go for it,” and an accident is born.
How does one prevent this from happening and still enjoy the fruits of agile development? I have found two keys to success: 1) providing smaller models, and 2) invoking the backlog.
Giving the design studio and UX team a slight head-start permits them to imagine, sketch, iterate, etc., but the key to staying ahead of the software programmers is to produce smaller modeling prototypes. These are not only essential elements for usability testing, but they may serve as the majority of the specification for the production software generators.
The efficiency of not having to write, check, rewrite, re-check, etc. allows the right-brained folks to stay ahead in the race. But there will inevitably come a time where usability testing of those models shall unearth a design failure which impacts the just-in-time engineering. Invoking the backlog of software bugs or minor improvements allows the software team to be productive while the user experience professionals rework the design.
No matter what, though, don’t just allow the software engineers to “go for it,” which will likely give birth to unintended consequences.

Lesson #5: What You Pay For Great UX Is Miniscule

LISA: “There were a lot of holes in your story."
STUDIO EXEC: “That's the problem when you have 17 writers. But don't worry, we have two fresh ones working on it.”
[cuts to Maggie and monkey banging at typewriters]
In one episode of The Simpsons, a Hollywood studio wants to make the movie Everyman, where Homer plays the overweight, middle-aged protagonist who can absorb superpowers of comic book characters he touches. But the studio executives realize audiences want a physically fit superhero to project onto themselves as the ideal “everyman” rather than the everyman they truly are. So the execs hire a fitness trainer, Lyle McCarthy (voiced by Rogen), to whip Homer into shape.
Many corporations see the upfront costs of user experience in the same fashion: only employ resources and budget after customers express their displeasure. They believe hiring the electrical, software, and mechanical engineers upfront can lead to a sufficient product (“Gen 1.0”) since much of human factors is common sense.
This couldn’t be further from the truth. As eloquently said by Sanders and McCormick, “Human Factors is not just common sense. [Otherwise], given the number of human factors deficiencies in the things we use, [we would have to] conclude that common sense is not very common.” And studies support this pronouncement with revenue going up anywhere from 80% (Bias & Mayhew, 1994) to 400% (Battey, 1999) after employing usability engineering. Considering a bad design can cost a corporation 40% of repeat customers (Kalin, 1999), the future opportunity losses combined with unrealized revenue can quickly approach billions of dollars. Whereas, hiring the UX-equivalent of Lyle McCarthy upfront is several orders of magnitude lower.
Spend the UX money at the beginning. The cost of a great user experience is much smaller than the cost of not providing it.

Conclusion

All-in-all, Seth Rogen has provided a colorful collection of user experience lessons. Expounding these lessons during the daily struggles within corporate walls can help lead to a market-driven, user-centric product. As Rogen uttered in Paul, “You have to spin a good yarn before you can weave a great dream.”

via UX Magazine http://uxmag.com/articles/five-user-experience-lessons-from-seth-rogen

Thursday, October 18, 2012

Lean Strategy for UX Design


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Last Fall, we were working on a product for a client whose industry was undergoing substantial disruption. The project involved a robust upfront discovery piece running the full gamut of customer insights, competitive analysis, and even business model exploration. We undertook lots of primary and secondary research, thoroughly analyzed the data, and generated a nicely synthesized plan. When we presented our carefully crafted strategy to the client, they were happy and agreed to have us go ahead with the design phase.
Then circumstances caused the brief to change. Massively. And in many respects, we were back to square one. We had done all of this work to get senior client stakeholders to buy into our initial vision and plan of attack, and we didn’t have the time to do it again.
Huddling together as a team, we decided to try something that seemed bold at the time. We realized that, even in light of the changed brief, we still had convictions about what needed to be done. We had some early design exploration and had a handful of data points and rationale that we believed were compelling. So we pivoted, and called the client into our office to pitch them on what we had in mind.
This time around, there was no PowerPoint deck. No highly refined proprietary insights. No shiny newpersonasdesign principles, or other polished artifacts of strategic synthesis. Just a high-level model of the problem as we saw it, the solutions that we thought were in reach, and some quick sketches of how this all might play out in design. We stood at the whiteboard and within about 15 minutes, had gained consensus and a fresh mandate for our designers to move ahead with.
In retrospect, what seemed at the time to be an almost reckless attempt to salvage a project in distress turned out to be the right course of action. We were trying to develop a minimum viable product; but it took a near crisis to realize that what we also needed was a minimum viable strategy. Over time, I've become convinced that this approach to UX planning—let's call it "lean strategy"—is more often than not a better option.

What Lean Strategy Means

Lean strategy in UX design means getting to a simple, actionable statement about what problem we are going to solve for the user as soon as possible, so that the design process can proceed. In fact, lean strategy often happens in concert with design, enabling us to be more adaptive and to more easily apply our thinking to our designs. It's about being less precious and profligate with our decks and deliverables, freeing us up to bring greater clarity and focus to our ideas. It's strategy in motion, pressing us forward rather than holding us back until everything has been figured out and proven with mathematical certainty.

What Took So Long?

So what took us so long to discover the merits of lean strategy? I think there are three main factors that have traditionally held designers back.
1. We don’t actually know what strategy is.
Think fast: What is strategy? Business development consultant Blair Enns has a personal hobby of collecting responses to this question. A few choice examples: “Strategy is how you do what you do” ... “Strategy is an idea that describes a journey to a position of advantage” ... “Strategy is how you're going to be unique, and use that uniqueness to competitive advantage.”
Note that these definitions do not necessarily entail a regimented methodology of inquiry, copious amounts of data, or even highly refined proprietary insights. Those may be important depending on the circumstances, but they are not necessarily essential. Rather, strategy is about the organizing principle that gives our actions and decisions meaning and purpose. It is the ideational focus that lets us set priorities and make intentional choices. To borrow a phrase from Soren Kierkegaard, (that pioneer of lean strategy), "purity of heart is to will one thing." No matter how many data points or insights you have, if you don't know what that "one thing" is that you're trying to accomplish, I would suggest that you don't have a strategy.
2. We aren't incentivized to do it!
This is especially true for UX practitioners in the client services industry, although I've seen many overwrought business cases and strategic plans generated internally as well.
We often feel pressured to develop and deliver exhaustive, elaborate strategies because we get compensated/credited for the time we spend making them. Lean and adaptive strategy efforts may even be perceived as disruptive inside of businesses that want predictive power and certainty. But adding more complexity to our process can often work against our ability to reliably assess and predict. Moving to a value-based compensation model can help incentivize us to be effective rather than excessive in how and where we invest our time and energy.
3. We lack confidence and overcompensate.
Sometimes over-delivering on strategy happens as a sort of unconscious hedge. We're working on a problem and we don't know what the solution is, so we generate a lot of smoke to obscure the uncertainty. This can result in big, complicated strategic reports and decks that appear to be highly rigorous and substantive, yet ultimately take us nowhere. In fact, experimental evidence shows that we are hard-wired to over-evaluate the perceived utility of additional information. Information bias causes us to believe that we need more information before committing to a decision, even if that extra information is irrelevant.
Pushing back against this information bias requires discipline and courage. Ultimately, the results from this push back can be better communication and more engagement with those we are trying to persuade. Consultants with McKinsey are trained to put their main findings and recommendations at the very beginning of their decks. This is because C-level executives don't have time to deal with all of the material; rather, they selectively engage with specific items in a more interactive way. Lean strategy means getting to the point sooner so that our clients and stakeholders can quickly become active in the process.

How do we practice lean strategy?

Here are some good starting points:
Distill what you deliver into its simplest possible form
Complexity is truly the enemy when it comes to lean strategy. In fact, according to Bain & Company's co-head of global strategy Chris Zook, complexity is generally one of the most disruptive forces in modern business. Having an extremely clear articulation of differentiation, or creating a handful of "non-negotiables" that follow from this differentiation can be very powerful elements in a successful lean strategy.
Develop a reusable framework
It can be difficult to formulate and deliver lean strategy if you have to work from first principles every time. That's why Blair Enns (who was mentioned earlier in this article) advocates developing a framework that you can work from in a repeatable fashion. Having an established point of view or a working theory to start from—so long as you're conscious of the bias that comes along with it—is a great way to interrogate a brief and start sparking new ideas right away.
Go to a playbook model
Consider developing a strategy "playbook" that gives your team ready-to-hand tools and methods (the more lightweight, the better) to use selectively depending on the circumstances. The key here is that rather than a systematic, exhaustive strategic process, a playbook lets you use only those tools that fit the job. This idea works particularly well in conjunction with "developing a reusable framework."
Fuse strategy and design exploration
Strategy should never impede design, but rather animate and propel it forward. We needn't wait for the strategy phase of a project to finish before undertaking some form of design exploration. In fact, the converse is true: getting into early design exploration based on what we provisionally know can inform and enrich strategic exploration. Creating something tangible, even if it means failing early, is a powerful way to gain a fresh vantage point—which can in turn help us crystallize our strategic ideas and outlook.
Stage-planning as an ongoing track in your project plan
By thinking of strategy and planning as a continuous endeavor over the course of a project (instead of a discrete, initial phase) we relieve some of the pressure to get everything right from the start. This frees us to focus on what we're sure about, identify our assumptions, and acknowledge where critical knowledge gaps exist. Then, as the project evolves, we can refine and revise our plan in light of much more reliable data than we could have projected at the outset.

Strategy Wants to Be Lean

Imagine what it must have once felt like setting out on an ocean voyage to some uncharted place. How would you plan and prepare? Maybe you'd sketch a map or plot a course using various accounts from other travellers. Perhaps you'd study the tides and weather patterns that will impact your outbound route. You would certainly need to build a team and assign roles and responsibilities for each member. These are all great steps to take, but until you actually get in the boat, none of them get you any closer to your destination.
And consider this: the most valuable and reliable tools and methods for finding your way—a compass, celestial navigation etc.—only work once you're in the boat and on the move!
I want to be clear about one thing: I am not saying there is a one-size-fits-all way to execute strategy for UX design. There are no shortcuts that let us bypass or opt-out of disciplined inquiry. Rigorous investigation and analysis has its place. Ultimately, however, strategy only becomes meaningful when it can be proven out one way or another—just as our sketched map only becomes useful once we're moving toward our destination.
Effective strategy is bold enough to make claims and stake out territory. Yes, these claims need to be evidence-based, but that doesn't mean they can never be wrong. Lean strategy for UX encourages us to move forward based on the claims we can make right now; it prompts us to gather our courage and our wits and actually get in the boat. Real discovery can only happen when we embark on the journey.

Compass image courtesy Shutterstock