July Wrap: 7 things you need to know to work better with Sales

Our session this month got deep into the topic of working better with sales. Sometimes it can seem as if these two groups of people are from a different galaxy and luckily we had Shane Goldberg to help us navigate the topic. Shane has worked in both sales and product sides of the organisations, so certainly has some great experience to draw on to take us through this topic.

Shane got us thinking about how we see sales people and how sales people might see product managers.

How we see sales peeps:

  • cowboys
  • one trick ponies
  • sell vapourware
  • always want the product to be cheaper

How sales see the product manager:

  • someone who always says no
  • unresponsive
  • doing the wrong things
  • clueless
  • inflexible

Pretty tough description of the crowd! But they were the audience’s words!

Shane pointed out that both teams were right – but as both groups are trying to be successful they just misunderstand each other.

One of the reasons for having these different perspectives is due to how each group is paid or rewarded. While we decided not to go specifically into REM plans etc. the different motivations were important to remember as a way to help drive behaviour and aligned outcomes.

Shane had a great set of slides (with no words on them!) but a theme very quickly emerged for each one of his points – Make it easy to sell!

Make it easy – in their shoes

Product managers spend a lot of time creating great products for their customers and use various methods to understand how to do that, including HCD. Why not do the same for you Sales people? Design a sales journey map and put yourself in their shoes. What could be better or make this easier for your colleagues?

The top 6 areas to focus on to make things easier were:

1. Easy to explain products

If your product cannot be explained in under 30 seconds then your sales people can’t sell it. Too hard to explain = too hard to sell.

Shane had us all turn around to a neighbour in the audience and have a go at explaining our own product in under 30 seconds – from the sounds in the room not everyone could. My partner in the exercise certainly struggled and I had to reset at least twice before I could nail the elevator pitch!

Can you explain your product in less than 30 seconds?

2. Marketing material that helps, not hinders

In the same style as above, ensure you can explain why you are better than the competitor(s) in under 30 seconds. Ensure you have materials that are easy for the customer to understand and collateral that assists the sales process.

These type of tools help ensure your sales people can stay focussed on selling. Another way of thinking about this is make sure your teams are not caught up in admin tasks, building their own prep materials or customer service.

Sometimes depending on the stage of your organisation (e.g. start-ups or early product lifecycle) or amount of customers, your sales teams may be able to support some of these activities, but as you grow it’s important you remove this workload to be scalable as a sales organisation.

If possible, start promoting the idea of sales support teams for pre- or post-sales activities.

3. Roadmaps

At the start of the evening, we mentioned one of the things product managers are most afraid of is their sales team selling stuff on the roadmap. This fear comes in when things on the roadmap might not get built and it has been promised to a customer. However, leaving your sales team out of building your roadmap is cutting yourself off from the customer.

Including Sales in your roadmap will help ensure they understand your product better which helps them sell it well. It also means they can sell some of the future to customers and ensure the pipeline remains healthy. If they understand it they will know when best to use it to seed future upsell options.

Sharing your roadmap will also help with access to customers to help form those future ideas. While you may be conducting customer interviews, research and other design sessions, your sales teams are always at the front of the market and can help guide you to new ideas from that market.

4. Customer experience

Just because you have freed up your sales people from being wholly responsible for the customer experience doesn’t mean they don’t care about it. A bad customer experience will hurt their cross-sell and upsell opportunities. It costs 5 times as much to acquire new customers than to keep existing so it is in everyone’s interest to focus on this area.

The end-to-end experience is the product managers responsibility – starting with being a potential customer becoming aware of your product through buying, using and even cancellation. You may engage different parts of your organisation to help you with this – but you are the lead on what this needs to look like.

If you aren’t sure what this looks like – it is time for a customer journey map!

5. Product Hierarchy

What is this? If there are a lot of products to sell, you need to make sure the hierarchy makes sense or your sales teams will sell no products well.

This is a potentially difficult area for a PM as their product is the (obviously 🙂 ) most important – however both your sales team and customers need to understand how the products fit together or all products will suffer.

Shane’s suggested product managers work with marketing to agree on the featured product and then explain how the other products augment the “hero”. Personally, I think this depends on your organisations structure – if your product strategy is clear then this direction can come from your Head of Product – and the product team will already understand how the products fit together. If your product groups are split across the organisation then another approach is needed.

Once this strategy is understood a playbook can be very helpful tool to make it easy for the sales consultant to understand how to navigate the hierarchy and respond appropriately to the customer and their needs.

6. Pricing & discounting

One of the biggest frustrations for sales is their perceived inability to win a sales due to being unable to change the pricing of a product. On the flipside, one of the biggest frustrations of a product manager. after all the hard work that does into defining your pricing strategy is then being asked to discount it!

There is a real need to give your sales teams freedom to move within the price options without hurting your profitability or entering into a price war. A discounting framework is one way to support this need and the other, similar to the roadmap, is be involved in the approval process for discounts. This will help you be a better product manager and understand the factors putting stress on your pricing approach.

A discounting framework can cover:

  • options for prices if the customer meets certain conditions
  • a discount amount that can be offered without approval
  • a discount amount that requires approval

Remember the theme – make it easy! A framework done well can actually be an excellent tool for your sales teams to negotiate with their customer. If it’s too complicated, this just becomes another barrier to selling.

7. Mystery Item

While we originally talked of covering 7 items – we realised we only published 6! Hence the idea of the mystery item that the audience would determine. After covering quite a lot of really useful options to improve the sales experience and the relationship between product and sales, Shane asked the group if there was anything he’d missed.

A couple of additional points that came up:

  • Incentives
  • Skills for good sales people

Alignment is important. Make sure the product management and sales teams have the same goals and incentives are aligned (ie paid on profit margin not revenue).

The other aspect is to be clear on the difference between good sales people and those not equipped for the job. Providing a lot of tools will only take you so far – a couple of times the statement “good sales people can just sell”, or “good sales people know how to navigate a product hierarchy” or “good sales people build their own playbook” crept into the discussion.

Here is where the product manager should partner closely with their best sales people and show them as the model for others to follow. It doesn’t mean you don’t need all the tools we spoke about so far as the rest of the team will need those to become great.

Thank you!

Thank you to Shane for sharing your wisdom! Shane can be contacted at CustCore, a management consultancy which helps businesses unlock hidden growth through a focus on measuring and improving end-to-end customer and employee experience, as well as sales, product management and go to market.

Thanks again to Collective Campus for providing the venue.

Coll Campus

Our next evening meetup will be in September as we have a whole day of discussions at Product Camp Melbourne 2015 on the 22nd of August. RSVP now.

June wrap: Innovation at Large Companies

We gathered this month to talk about innovation at large companies. What makes it hard to keep innovation happening? What options do you have to encourage it at a large organisations? We finished with some good news stories as well.

Our panel for the evening have large company experience at Sensis, Tatts, Victorian Government, AFL, Lonely Planet & others. We’d like to thank Jamie Skella, Andrew Niere and Mark Andrew for sharing their experiences & knowledge.

More thanks go to our facilitator of the evening, Daniel Kinal, whose passion for the topic got him the gig! Thank you to our host for the evening – Nintex.

I have tried to capture the spirit of the evening and give credit where credit is due. I may have missed some so … the words were said by someone at some point of the evening….

We opened with the “worst” experience the panel had had in their innovation careers ….

Jamie: Tatts Group spent years and many millions creating a one-stop websites and apps, combining lotteries and wagering products. Ultimately that didn’t actually make a lot of sense because of the varied customer base, so it is now being undone at additional cost.

Mark: Got an innovation hub up and running at Telstra to build the first online call centre technology. They had good UX engagement and endorsement from senior leadership. Turns out having so much good support can be an issue because many people wanted to get involved and Mark spent most of his time fending them off. Multiple vendors/consultants could all “help” but had different approaches to UCD + innovation so there was constant conflict between them.

Andrew: Gave an example from his first day of work to give us an idea of what the environment is like in government. While using his work email, he tried to search for an email but could only use subject and sender criteria to search. Very limiting! He then noticed an index option within the application so he rang IT and asked them why that hadn’t been enabled. They said it would add size to the files + why would anyone want to search their email?

Andrew also shared a story to highlight the opportunity that exists for innovation but needing to work in the existing system. They needed iPads in order to to test software. To get those iPads, they had to download a form which had to be sent by fax. While they could do cool new things for their customers, process was still stuck in the past.

We’re all here, probably, because we believe that that innovation is important to larger organisations. How important is it really? Is it important in its own right? Or is it more just a function of trying to stay relevant in a dynamic marketplace?

Mark: Preventing innovation comes from the top down. If you stop ideas it breeds a nasty culture and sub-culture of staff trying to work around it. Inclusion in the company creates empowerment and encouragement to share ideas and fostering them is really important for building that positive environment.

Jamie: Someone talked about having an “innovation unit” at one organisation but Jamie’s approach was to set up open sessions were anyone could come along and offer up ideas. However, his experience at the organisation was all started well but if actions don’t follow through to show innovation is truly supported by actually progressing ideas – things stall.

Mark: Has seen great initiatives at companies that have hack days but often those ideas don’t get a chance beyond those days. The moment for creation is short lived unless you do “things” to encourage continuation.

Companies inherently don’t like failure and yet at its heart many of this work requires embracing failure and knowing you tried something and it won’t work (for now).

Andrew – had a great example of a fabulous innovation that failed – perhaps because it was ahead of its time but also the process ended up bogging it down and killing it. Ultranet was an education innovation with really great experts involved in the work so it had great content and intentions – plus millions of dollars of funding behind it. But the procurement process of government killed it because this system that normally builds roads & hospitals had a long process. By the time you had found people to do the work, the idea was dead.

Everyone is busy with “business as usual”, if you don’t make space for things above BAU then new ideas will stall.

Andrew: if it takes 5 years to get something to “market” then it is no longer fit for purpose by the time you deliver.

How to you stop discouraging innovation?

Mark: Sometimes you have to move people out of the organisation to create the change. If they are the ones holding on to a process or governance that is preventing new ideas then it isn’t always about altering the process, you have to change the people.

Jamie: Had a product council and you could get great ideas submitted and then reviewed by the council but BAU would keep getting in the way. The ideas would constantly be pushed down in preference to continuing with BAU activities. This action started to kill the ideas because nothing got through.

Andrew: Sometimes you have to keep your head down and just do it without asking first. A particular initiative with cystic fibrosis patients and telehealth got off the ground by a entrepreneur clinician who just tried it, had connections and pushed it through. Even though something has been proved, there is still the issue and concern that bringing it back into the larger organisation won’t work because the traditional bureaucracy will pull you under again and kill the initiative.

Mark: This is where you get skunkworks and underground teams and groups and that sounds cool, but it can also be destructive.

Andrew: We wanted to give our volunteers iPads to do data entry on location. This would save precious time as they would not have to collect and enter information from paper forms. When this approach was found out by the IT guy, he became all stressed about having to support the iPads. This one person could block innovation for many.

“nothing kills innovation faster than the IT department”.

Question from the audience: Is a skunkworks approach better?

Jamie: at Tatts Online, the innovation can also be killed by those who are most afraid of change for themselves, and thus the only way to get something done was to be a separate group/team and run independently of everyone else. We need to get digital or else, but at the same time “this will kill us” because their seemed as if there would be conflict between the online site and the retail outlets would hurt retail. Of course if the company didn’t go online someone else would grab the spot and kill both. Seems obvious but the only way sometimes to be innovative is to keep it small and separate from the larger org and the culture (of resistance).

Mark: Don’t ask for permission. You hear this said a lot, but what does it actually mean and how do you use it well?

Andrew: Test what works best – perhaps you should have a crack team that is breaking all the rules and then helping push out change. Once you try to embed that it can get ignored or you have a champion in each team and help move things along across an organisation as a more embedded approach.

Jamie: Believes company growth can stifle innovations because as you get size you get process, structure and silos. Culture is easy to hold and cultivate at 20-30 and then becomes a thing you have to be very conscious of as you get larger.

He called out the example of Basecamp who have made a conscious choice to NOT grow. They are making money, maybe not the out of control money making that others go after. They want to keep the culture they have, which they find manageable with the number of people they have to today and thus are satisfied with what they can do at that size. They can stay focused on building the products they want for the community/customers they have and any new customers that join, have to sign up for that as well.

Continuous improvement is not true innovation and in some ways once you set yourself up for that i.e. embed a great agile process, then you are laying a foundation for status quo over an innovation culture.

Question from the audience: what is innovation exactly in your mind?

Jamie: Finding an edge not easily copied.
Mark: without precedent
Andrew: New way to do business, new way to do process, new ways of doing things.

Last one: What is your best innovation experience?

Jamie: His most recent was working toward getting buy-in and the ball rolling for virtual reality (stereoscopic 360 degree video) initiatives at the AFL. It was initially met with lukewarm reception, but after buying and demonstrating the hardware, it gained traction. He’s no longer at the AFL, but has left the company in a great position, who are continuing with VR opportunity exploration and real experiments, which should keep them ahead of local competition.

Mark: Loved his time at Lonely Planet when they built an iPad app for the inaugural launch of the iPad. They got it done in 6 weeks and built a beautiful product in that time frame.

Andrew: (I can’t remember! Andrew, please remind me of your story!)

Daniel: is loving what Microsoft are doing lately. By bringing in a new CEO, they have change happening and have instigated a new era instead of being one of the behemoths that you might predict are stuck.

Thanks again to our panelists and facilitator for such a great conversation.

Thank you to Nintex for hosting us and I look forward to you joining us for our July session on how to work better with your Sales teams.

nintex

 

July event: 7 things you need to know to work well with Sales

Do you work with a sales team? What is your relationship like with them? A bit frustrating at times?

This month, Shane Goldberg, a former product manager who moved into sales support, will help us understand how to successfully work with Sales.

Shane has put together the top 7 things you need to know and has kindly offered to dig deep on specific ones. We’ll vote during the session to determine which items need more exploration.

He’ll cover topics including:

  • How to make it easy for sales people to sell
  • Involving sales in the development cycle & roadmap creation
  • Pricing & discounting

RSVP for Thursday July 16th

Our presenter for the evening is Shane Goldberg, who has strong customer experience, strategy and business improvement background from his 12+ years working with Telstra in a range of different areas.

Shane started as a product manager in the company, transitioned through business planning and program management roles and finished up running a team of 60 or so professionals in a sales support group accountable for NPS, process management and knowledge support across the sales areas of Telstra.

During his time at Telstra, Shane led both small and large teams, managed products with revenue of $100M+ and led projects delivering NPS improvements of 10+ points and greater than $10M cost savings per annum.

By utilising the knowledge gained in these many different roles along with Shane’s experience gained in undertaking his MBA, he has established CustCore Consulting, a boutique consultancy practice specialising in helping companies measure and improve customer experience, sales performance and go-to-market.

RSVP for Thursday the 16th of July and join us as Collective Campus are our wonderful sponsors and hosts for the evening.

Coll Campus

Collective Campus is an Enterprise Innovation School. Through high-impact workshops and classes, CC helps enterprise companies and their employees to remain competitive in an era of rapid disruption. Some of our initial streams include topics in Design Thinking, Lean Startup, Agile Methodologies, CX/UX, Organisational Capability, and Growth Strategies. For more information, please visit – www.collectivecamp.us

May Wrap: Startup Session: xLabs – What are your users actually paying attention to?

For our 2nd startup product management session, local Melbourne company, xLabs, shared their MVP story as two of the co-founders, Joe Hanna and Steve Roberts, took us from idea to paying customers.

What is xLabs?

With a unique technical ability, xLabs, provides valuable UX data via continuous real time tracking of eye & head movements using only a webcam instead of complex technical equipment.

The head tracking component does not require calibration so it’s easy for the end user involved in the testing and while the eye tracking does require calibration – having good lighting is the hardest part.

Getting to MVP

The technology behind xLabs was built by 2 additional co-founders – the scientists – Alan Zhang and David Rawlinson – who thought it would only take 3 months to build the algorithm. In reality, it was 18 months until they had a working prototype and were ready to launch an MVP.

Research & Choosing a Market

There are many applications for the technology including the ability for people without the use of their hands to control a computer using their eyes & head. Of course, Joe & Steve needed to choose which market to go after.

In conducting user research, they realised the technology could be really useful for UX research and began down the road of SaaS eye tracking heatmaps.

The research also held two important findings – privacy concerns & ease of use.

It was important that they were ‘privacy by design’ and the end user explicitly turning on the camera. They are very careful to store only the output of the analysis (not the camera data). Everything is either discarded or left on the local machine.

They also found users hated downloading the software to their desktop and so they very quickly switched to a Chrome extension with a much lower barrier to use.

How to go to market?

In a ‘build it & they will come’ moment, they thought users would flock to them once they launched the SDK – but nothing happened.

It turned out they needed to be able to show people how the software worked instead of just describe it. This is when they began working with a proof of concept model.

They built enough tools to show the features & functionality & then partnered with organisations like Loop11 who could benefit from the technology learnings.

It was during this time they found out that their key persona – the UX person – was not an adopter because external UX studies were seen as a more ‘formal research event’ conducted post ideation by which time ownership had passed to the business. There was also resistance to change based on a perception of, ‘what can I learn here that I don’t get from mouse/click tracking’ that Joe & Steve need to explain.

This is when Joe and Steve got more heavily involved in the next evolution of the product and the design to pivot on this first approach.

In tackling these two aspects Joe and Steve used some early adopters to reveal both the advantages of eye-tracking over click-tracking and remove the biases of previous design methods.

Eye-tracking technology reveals there is much to learn about how users engage with their computer screen without relying on their mouse any more. Changes to our behaviour driven both by touch technology and the increased density of information applied to websites has moved us away from pairing our hands/mouse with our consumption of the page.

We finished up the evening with questions & a chance for everyone to try the software themselves. For those of you who couln’t make it please check out what xLabs are all about via their Chrome extension or Developer SDK.

Thanks so much to Xero who hosted this month!

This month - hosted by Xero

And a copy of the slides and videos can be found here:

April wrap: How do *you* manage products?

How we manage products can differ from company to company & we always like to hear how other firms do things. With that in mind, Product Anonymous last week got together to talk about how things are the same but different for product managers – even at the same company- as well as different workplaces.

Our panelists from Redbubble, Envato & Zendesk shared their backgrounds, personal experiences and how each of their companies are figuring out the best product management approach for them.

How do you manage products?

Redbubble

Nick Cust, Product Director and Vicki Stirling, Physical Product Director from Redbubble shared their areas of contention that arise working on product types that have a different life cycle.

Vicki and Nick have alot of overlapping similarities in their approaches – the customer always comes first, need to fit with business strategy & build their product strategy from there, metrics to target & to build a financial plan, product launch and learning from each delivery. All sounding good so far!

Some of the differences that stand out between the two are:

  1. Speed to market
    • Physical – must put more time into planning, development, sampling, because the product must work for 13M artworks
    • Digital – Instant feedback is a key difference and advantage here. To be able to use AB tests, or quick and dirty versions.
  2. Validation of opportunity
    • Physical – Based heavily on external market, trends and insights (Macro)
    • Digital – Analytics, effect on user behaviours (Micro)
  3. Data/Measurements
    • Physical – Sales & Profit
    • Digital – Numerous KPIs, different ways to cut data can be paralyzing

Zendesk

Aaron Cottrell, Product Manager (Customer Engagement) talked us through the spaghetti problem at Zendesk :-).

At Zendesk, product development occurs in 5 different countries across 4 continents with 17 product managers & 22 scrum teams. Some of the areas that make it difficult to keep product humming is how quickly the engineering teams are growing, getting the right priority alignment across teams and getting access to limited resources like infrastructure.

Collaboration can be tough considering the team’s geographical challenges & sometimes in-person sessions are the easier way to find synergy. Aaron shared with us some of the ways the company helps to overcome that including using Yammer as a tool for sharing and collaborating.

Sometimes it’s not just the differences in work practice that make it challenging to get product management done effectively. Zendesk has a wide range of customer needs – from SMBs to large enterprise customers. The very different needs of these opposite ends of the spectrum challenge the PM teams all the time – and even more so when the customer who was previously SMB gets to enterprise scale (i.e. Uber) as they experience growth. Adjusting the product approach as the customer market changes is an area Zendesk works on to continue to support all their customers yet stick to their beautifully simple philosophy.

A summary of some of challenges facing a PM at Zendesk:

  • Communicating internally – educate/excite (globally – sales and support as well as product and engineering), building key relationships, staying in touch
  • Maintaining ‘beautifully simple’ product philosophy – growing product footprint, need to carefully consider feature additions and lifecycle (from birth to end of life)
  • Serving SMB & Enterprise – Zendesk grew from SMB’s and now also has to meet the needs of Enterprise customers
  • Passionate, vocal customers – Understand their needs, engage with the community and take them on the produce development journey with you

Envato

Luke Meehan, Product Manager and Stewart Boon, Product Director talked us through the experience at Envato.

At Envato (as was true for all the PM’s talking tonight) product managers speak directly with the community. The advantages of this approach were clear, but Luke did share with us some of the difficulties with such an engaged community. If changes to the product are not shared early and with detail this can make it a lot harder to deliver updates as the community does not feel engaged. While this might seem obvious, it certainly keeps the team on their toes to remember that everything they are working on is of interest to their customers, not just the big ticket items.

Stewart explained that the company had gone through really rapid growth and thus had gone from not having or really needing governance and process. Areas of responsibility were unclear and they were lacking analytics functions to make good sense of their data. A good organisational understanding of “Product function” was distinctly missing and there was not an agreed way in which to interact and engage with community.

So how have they fixed it? Having all the necessary functions embedded in the same stream (i.e. Prod Mgr and UX), clarity about the role and value of product, and improved engagement and relationships within the Community through research, testing and the use of the forums. Luke believes the Envato values helped here. Any decision or call is linked back to community success which will lead to Envato success. This company value keeps the debate neutral not personal. Another Envato value is to tell it like it is – or as Luke put it – to be clear and honest about what is needed which helps get the work done.

Wrap-up


Great sketchnote from Lisa!

Some of the similarities we heard from each of the teams:

  • ood communication is required! Your colleagues or customers or both could be global – this emphasises the need for good communication
  • High engagement with your customers/communities helps build beautiful products for them, increases the importance of keeping the community informed vs. taking on every request as a new item on the backlog
  • Growth was a key theme for everyone and certainly forces the conversation about how to do product management (and dev, agile, marketing etc,). Everyone was obviously still on a journey of improvement, but it was great to get some insight into the things that were working well so far
  • Lastly, all three companies still have their founders very much involved in the day to day but all talked very positively about the position the product team has in the company to drive direction but ensure they are matched to the leaders’s vision.

Thanks once again to Redbubble for being such fabulous hosts – and to providing a great little door prize which was well received by Gemma Sherwood on the night.

Slides

 

Startup Session: xLabs – What are your users actually paying attention to?

Product Management at a Startup – Startup Sessions

This month we invite local startup xLabs to share their MVP story.

After considerable time in the R&D stage & working with 1st adopter customers – the co-founders Joe Hanna and Steve Roberts – are looking to get their product into the market & continue working with an MVP mindset. xLabs are keen to share their experience, curious about how to keep focused on the launch & interested in hearing feedback from the product management & UX community.

With a unique technical ability, xLabs, provides valuable UX data via continuous real time tracking of eye & head movements using only a webcam instead of complex technical equipment. You can check out what xLabs are all about before the event via their Chrome extension or Developer SDK

The is the 2nd in a series of sharing stories across the start-up space and the seasoned product manager perspective. Startups usually don’t have a product manager as the founders take on that responsibility – although eventually they’ll need a product manager.

Join us for this session, and if you’re a start-up & interested in having your company featured, please get in touch with Liz & Jen. We plan to get a 3rd product management at startups session in this year.

Xero will be our fabulous hosts for the evening so RSVP now!

March wrap: Enhance your communication skills with sketching

This month, Rebecca Jackson, sketchnoter extraordinaire helped us communicate more visually and Brainmates very kindly sponsored the evening!

Our brains are wired to understand and remember images more than words, so how can we put forward our ideas visually to take advantage of the way our brains work? The premise was that if we learn to draw what we are hearing rather than writing a long diatribe of words, not only will we remember better what we heard, we will have an easier reference tool to explain and share what we have learnt with others.

Rebecca focused on the sketchnote approach as a discipline one can practise to get better at forming ideas into visual memes and thus expanding our skills to prepare us to use this in any forum. What often limits people is their notion of “I cannot draw” and thus revert back to words and traditional formats. What sketchnoting showed us, first of all, you can use alot of words and still be sketching! This example has NO drawings at all 🙂

Then Rebecca showed us how we can practice (without too much social ridicule) to allow us to build confidence to use drawing and sketching publicly.

The second thing to consider with sketchnoting, although we didn’t get to talk about this as much due to time, was what it offered as a presentation tool itself. Instead of preparing a powerpoint with lots of bullet points and words, a sketchnote could be used to be the communication tool. The power of the sketchnote for this purpose is you are still needed to provide a verbal presentation – which is often forgotten in presentations these days – but you have a much better cue card for yourself to do the talking!

The structure of the session did give us a bit of an overview of why it can be valuable to use visual tools to remember things, and once upon time was a fundamental approach to memory retention before we could quickly look it up on the internet or rely on presentation notes. Rebecca had us try using two Ted talks – this allowed us to give it a go and appreciate how “hard” it is and then have another go and notice it already gets a bit easier the second time around.

A couple of comments from the group after their first effort – was it seemed hard and “the speaker was talking too fast” – which might be easy to interpret as bad choice of video. However, in having to draw to take notes, the brain was definitely being challenged to do something new while listening at the same time. It is important to remember that riding a bike the first time isn’t easy, and practice really is important to build a habit.

My personal observation was that even by the second attempt, it was easier to listen and sketch. And I certainly observed that I retained more information from the two talks than I would have if I had just sat there and listened or wrote my usual scrappy style. Lastly, I have an immediate visual tool to share what I learnt from those sessions than I would if I had just taken notes. The memory jogger style of the sketchnote is something I had not appreciated until I had tried it

Try it yourself with Rebecca’s presentation below and the links to the TED talks we used then take a pix & tweet it out to us!

February wrap: Product Managers are from Pluto* and UXers are from Uranus

There are a lot of similarities between Product Managers and UXers in how we think and the work we do but we also see things differently.

A fabulous panel of UX and Product Manager pairs spoke about how they work together collaboratively at their organisations. A lot of common themes came out of the talks, but also the individual styles and cultures of each of the companies presenting showed how important the set up can be to the individual experience.

This event could not have happened without the fabulous support of the product management team from Aconex and the lovely facilitation by Kirsten Mann (Director Customer Experience / UX and Online Support) to keep our speakers to time and inject wiseness and humour at the appropriate moments!

*The ‘object’ formerly known as the Planet

Our panel was made up of:

Aconex / Mark + David

David and Mark kicked off the panel and used a few props to get their point across. David mentioned that he had once heard a great quote from Peter Merholz that stated “good UX is indistinguishable from excellent product mgmt”. That certainly brought some questions to mind as to what the reason is for defining and separating the roles, so David and Mark proceeded to use their hoola hoops to show us the differences (and the intention was to show the overlaps but the window space didn’t support that!)

image1

Mark called out a whole bunch of tasks that are usually sitting in the PM circle – product strategy, market fit, competitor analysis and we can go on… and David listed out traditional UX tasks such as design, customer journey maps and more. Then the guys proceeded to swap their tasks from one circle to the other – because for them it sometimes just depends on time and need as to who does it. Not title or law.

Mark pointed out that since joining Aconex and getting the opportunity to work with David he has been really pleased to find he doesn’t need to do so-called UX tasks anymore. He had previously done them, as he didn’t really have someone else who did. So now he is really enjoying not having to do it and being able to rely on such fabulous quality work that David produces.

SEEK / Nicole + Vedran

Nicole and Vedran organised their thoughts into four key ares:

  1. Involve the UX-er early
  2. Always start with the user journey
  3. User testing is not just the UX-ers responsibility
  4. Product managers can design too (queue audience laughter for this one!)

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Nicole shared with us that the Seek had only recently (1-2 years ago) begun to adjust their approach to include UX more closely in their product design and process. Seek had for a very long time been a strategic driven organisation and as a result saw the UX and design part as an later part of product design. Once the UX was being involved in the conversation early, including the strategy discussions, product have found it is a much easier and quicker ideation process because everyone understands the direction. Now it is just debating the nuances of button design (radio is best!) rather than the product purpose.

The call out about getting more of the team who will build the product involved in the user testing was well received by the audience. Perhaps in the opposite twist of the above observations, a lot can be lost in translation. If the UX-er is the only person who can provide a perspective on the customer need a lot of internal debate persists about what the customer problem is, instead of an argument about how best to solve the problem. The latter type of discussion obviously being a much preferred outcome as everyone is now contributing to the best product rather than which is opinion is more valuable.

Vedran spoke to the last point about product managers being able to design – i don’t know who was laughing more out of the audience, PM or UX – but Vedran’s point was that everyone should be able to contribute to the design process. It should not necessarily remain only the domain of the UX team/person as anyone can throw in a light bulb moment to the problem. If the first three steps have all been followed then the whole team is engaged, empathising and understanding the problem and thus all can contribute.

MYOB / Russell + Scott

The guys from MYOB took things in a slightly different direction from our first two speakers – they rejected the premise that UX-ers and PM’s are not getting along. They also shared a lot of space metaphors…..

The context Russell provided was that MYOB has been around a long time and enjoys considerable success with a significant market share. Disruptive competition has certainly challenged that position but that has brought about some positive changes, whereby UX and product were merged into the same teams. This has brought a lot of benefits to the relationships and the team dynamics because everyone is now set with the same objectives. It is perhaps other teams that they don’t play so well with now…!!

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A common approach helps everyone remain pragmatic and everyone spends a lot of time with customers. There is very clear focus on ensuring plenty of lead time is provided to design before going to the engineers. There is nothing worse than setting up a team with design and engineering at the same time and then having engineering wait for UX. It puts too much pressure on that side, and leave engineers equally in a frustrating position.

They do have some situations that don’t work, despite things currently humming along well. When an individual comes in and wants to be a control freak or a rock star that isn’t so helpful. The other side of it that Scott pointed out was that sometimes the designer has to remember to let go of the gold plated version!

REA / Chris + Ricky

Last, but certainly by no means least Chris and Ricky talked us through their approach. They also had a little bit of a scene to set – as REA had been, for a time, always arranging staff into project teams for product development. This lead to very project focussed objectives that resulted in poor cohesion between projects, and accumulation of both tech and design debt. Chris described himself as the “crusher of dreams” as at times he just had to say no to good design as the project deadlines loomed.

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Ricky shared this frustration at times needing to “talk up to the PM” to be able to get an idea across the line, as they were making the calls and their delivery pressures were creating tension between good design outcomes and budget/timelines. The intention had not been to create an informal hierarchy but it creeped in as a result of the environment.

REA realised they needed to change from this model and adjusted the teams accordingly. Both Ricky and Chris described how they then run specific cross-team sessions to keep abreast of what designers or product managers, respectively, are doing in other areas of the business. In terms of design this is particularly important to set out a UI toolkit /style guide to ensure end users do not get a clunky experience just because different teams are working asynchronously on the product.

Unfortunately, our 4th company, 99designs, were unable to make the session but have made their slide deck available. We hope to have Susan Teschner (product) & Catherine Hills (ux) at another Product Anonymous in the future.

Question time

We threw to the audience for questions – and there were a lot.

However, perhaps this is all best summed up by Rebecca Jackson – sketchnoting the evening (& see her blog post on the evening).  

If you wish to learn from her on how to enhance how you communicate via sketching then come check out the next Product Anonymous session (Mar 19th is the next one) & follow us on Twitter @product_anon or any of the other social networks we live in.

Breaking into Product Managment – General Assembly panel

Last week, General Assembly hosted a panel session on Breaking into Product Management for those interested in becoming a product manager or wondering how to get their 1st product manager job.

The panel included myself Liz Blink, Adam Fry from Sportsbet, Laura Cardinal from Xero and Brad Dunn from Nazori with Julien Viard from Rowben Consulting facilitating the discussion.

How to get started in Product Management

A theme that ran through each of the panelists’ presentations, was how they got started in the field, a taste of what the job is like and advice for those in the audience.

Laura Cardinal / Xero

Laura kicked off with her story – that she had been doing product management before she had her first job with those words in the title. She was working in customer service, and still dreaming of becoming a famous rock star, when she first was struck by a frustration at a problem that could be solved better, but had no idea how to go about implementing that idea.

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Laura was working at a water company where plumbers would come in each day, on their way to their jobs to pay for and collect a print out of the house pipes for the job they were doing. Every day she’d listen to plumbers grumbling about the amount of time this took up, and in turn, she’d listen to the customer service reps grumble about the plumbers choice of deodorant – or lack there of.

The light bulb went off and what if they created a website where plumbers could access, download and print their own plans. With the amount of money that would save the business on printing paper and customer service, they wouldn’t even have to charge for it. At the time, Laura knew nothing about development, but surely that it could be done.

Laura talked to everybody that she could, would share her idea and solution with anyone who would listen and eventually she got the buy in she needed to implement her idea. All that talking and sharing and testing helped work through the refinement and iteration of the idea, and so they built the product. Laura had done enough convincing and managed to build a team around her to develop and launch what was called ‘Plumbers on-line’ and it still exists today… well a complete reincarnation of it anyway……

Her advice to those in the room who wanted to be in this space was to “fill your own scorecard with the skills you need” so that when you go for a product management role you already have everything you need to step into the role – without needing the title to sit on your resume.

Brad Dunn / Nazori

Brad drew our attention to the Apple retail experience and used that to highlight how paying attention to the right kind of data will really help you in a product management career.

His focus was very much on asking questions & using data until you really know why people do what they do. The Apple retail experience is one that very much contributes to the success of the product and is very precise. Nothing is done by accident in its layout including the angle the phones are rested on the bench.

The man behind this design, Ron Johnson, pioneered the concepts behind the store and came up with the Genius Bar. After Apple, he repeated his success and helped Target become “hip”.

However, this was not necessarily an easily repeatable approach because the exact opposite outcome occurred when he transformed JC Penney. Their stock price rose upon the announcement of his joining the company but the approach was the wrong one for JC Penney, the makeover did not work, the stock price plunged and he was fired.

Brad put this down to fundamental “attribution error” whereby one assumes that one internal element will determine the outcome & ignores that many other factors contribute to an outcome. In this instance, Ron Johnson helped Apple succeed with his retail store concept but there were other factors contributing to his success.

How do you avoid falling into the same trap & getting caught by this bias? Brad provided some guidance and suggestions. He suggested usability tools such as Usability Hub to get your designs and screens tested, get some A/B testing into your work, and he liked mixpanel over Google Analytics, especially the funnel component. Brad also had some favourite books to call out – he LOVES Eric Ries’ The Lean Startup and he said he lends the book Ten Faces of Innovation, by IDEO co-founder Tom Kelley, to clients before they start on projects together (& the clients rave about it).

Liz Blink / Sensis & Product Anonymous

Like Laura, I have also followed a rather unobvious path to being a product manager and was surely one before I stepped into a job with that title. I think product management is very much a mindset.

Having started out my life as a scientist I often get the question of “well how the heck did you get to this then” :-). The mindsets and the skillsets are so resusable – the curiosity that wants to get to the bottom of every problem, the need to know why, why, why, and the testing of a hypothesis to determine if that theory is true could describe either profession.

I talked a little about what you want to look for when looking for a product manager job- complete with a Venn diagram – it isn’t really a product management talk without one!

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I was interested in what an individual might want to seek out for themselves as they choose a company to work for. Depending on the stage they are at, it might be looking for good support, mentoring and an opportunity to work at a company where you can eventually move into that role from within the company. This will give you a great opportunity to prove you have the mindset – something that is harder to prove than we might like to admit!

One circle in this Venn is to check where the company is at in its maturity of leading product managers, where do you sit in the organisation, who do you report to, what department are you in?

The other circle is what can you bring to the team? Do you have lots of technical skill but need to build up your people skills, your influence skills, your customer interview skills?

Every time you take a step, you want to understand what you need to bring to the team to ensure success, but also what you can learn from your team so you are developing your skill sheet further.

My last thought for my 5 minutes was really that as a product manager you are a little schizophrenic – you have to be empathic and constantly in tune with your customers and yet you will need to make tough, hard ass decisions – and you will have to make those calls as no one else will. I borrowed my quote from William Hsu – the constant balance between the fuzzy people stuff and the precise tech stuff. It’s a blast!

Adam Fry / Sportsbet

Last, but certainly not least, the polished Mr. Fry wrapped it all up beautifully for us with some fabulous pearls of wisdom.

Adam said that while he has been doing product management for awhile now, not a single one of those jobs has been the same so he talked a little about how a product manager should act.

If you mimic the process you won’t find yourself very successful nor it a very satisfying career! The core of the role stays the same though – you are the expert, the evangelist and a super sleuth. It is a little like being part of the United Nations – no authority & always the mediator. You are constantly challenged in everything you do, as someone always has an opinion and idea so you need to be ready to explain, defend and back yourself and your product decisions.

Sometimes you have to let people (including customers) down. When a feature hasn’t made it, part of your role is deciding who to tell & then to break the news to that stakeholder! Not an easy one – although when you get to announce great news/features/new products are coming it makes up for the bad news days…!

Thanks!

After the session, there were some great questions from the audience and a great set of conversations happening. Thanks to General Assembly for running the session and check out their course staring in February, where the one of your speakers, Adam Fry will be an instructor.

If you are looking to get into product management, come check out a Product Anonymous session (Feb 19th is the next one) & follow us on Twitter @product_anon or any of the other social networks we live in.

 

December wrap: Product Management at Startups with Rich Mironov

We had a special guest, Rich Mironov, come to town in December – so Product Anonymous were very pleased to add an event into our 2014 calendar!

Getting ready to start sessionRich gave a fabulous and funny talk about ‘Why you’ll (eventually) Need a Product Manager at your Start-up‘.

Within the talk Rich drew on his experiences as PM, consultant & start-up CEO regarding the value of product management for start-ups – one of which is about scaling your start-up for growth.

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prodanon-tweets2-richRich has a ton of resources on his blog and especially referenced this area of the blog for more on the topic of organising teams. To keep up to date with more updates from Rich follow him on Twitter.

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Thanks again to our hosts for the evening for such a fabulous location – Sportsbet – who also put on drinks and food for the event.  And thanks everyone who came along on the evening.

See you in 2015!