Professional Documents
Culture Documents
What is?
What if?
What wows?
What works?
What is stage explores current reality.
What if envisions a new future.
What wows makes some choices.
What works takes us into the marketplace
10 tools
4 the project
management
aids (PMAs)
DESIGN BRIEF
Project AARP may be able to improve relevance to its core market by helping adult children (gen Y
Description and Gen X) achieve financial independence and prepare for their futures
The initial scope will focus on better understanding the needs of Gen Y and Gen X. AARP
will then explore both for profit and non-profit approaches to meet their needs – with the
project’s primary goal being positive social compact. AARP will purse a for-profit approach if
and only if AARP can use its resources to create a new market space that will serve the public
Intent/Scope
good.
Opportunities for AARP may include health insurance challenges, college debt burden,
retirement planning, building credit, and improving credit card habits.
The project will inform key strategic questions including:
1. What is the demographic/psychographic with the greatest need? What do these needs look
like?
Exploration
2. Can AARP provide services to gen Y and gen X in a way that reinforces its mission to
questions
make life better for Americans over 50?
3. Should AARP provide services to the public or only to the adult children of AARP
members?
DESIGN BRIEF
At project kick off the target audience includes all gen Y and gen X. We intend to align on a more
Target users
focused target based on ethnographic research and strategic discussion.
We will screen Gen Y and Gen X research participants, in order to select the 30 most relevant subjects
Research plan
to follow up with an in-home interview
We expect to discover several high-potential opportunities for AARP PREPARE to:
Expected 1. Ensure Gen X and Gen Y have the resources to age and retire with dignity
outcomes 2. Build AARP’s relevance to 50 to 60 years old Americans by serving their children
3. Build AARP’s relevance to younger Americans to ensure future membership levels
1. Did we discover a compelling reason to PURSURE or NOT PURSUE this target market at this
time?
Success metrics 2. Did we find any high potential needs or demographic/ psychographic segments that represent a
compelling opportunity for AARP?
3. Have we identified the design criteria that a service must meet to address these opportunities?
Project
A 3-person fulltime team will conduct the exploration phase over a 10-week time frame
planning
Experiment with
storyboards are nothing
more than a series of
panels that sketch out a
sequence of events. They
are a fundamental tool for
visual thinking.
Storyboarding involves
just six simple elements:
We'd like you now to go back and use the six simple storyboarding elements we
talked about to tell the story of how you proposed to your significant other (or how you were
proposed to, or how you met). Plan to use four frames for the storyboard:
• Frame 1: Before, part 1
• Frame 2: Before, part 2
• Frame 3: During
• Frame 4: Immediately after
1. Select the customers whose experience you want to understand more fully…
2. Lay out your hypothetical view of what the customer's journey looks like from
beginning to end. Be sure to include all steps in the journey, not just the ones in
which your firm participates
1. Draw the value chain for your business by identifying each cluster of activities, working backward
from the end point of the value delivered to customers. An important (and often tricky) task is defining
what constitutes an element in the chain. Remember that we are mapping clusters of activities, not
companies.
2. Analyze the competitive environment in each box, identifying the key players.
3. Identify the core strategic capabilities needed to produce the value in each box. What does each
contribute to creating value?
• Must make e-commerce easier for users; Should make e-commerce easier for another stakeholder…retailers or delivery services
Functional
• Must position Brivo in the e-commerce information stream and generate useful data for shippers, delivery agencies, users
attributes
• Should create network effects that would allow it to go viral
Phương pháp
ngón tay cái
Phương pháp 5
ngón tay
KEY ASSUMPTION
Customers will value the convenience of personal attention from your bankers, one-stop
The value test shopping for all their financial needs, and the superior rates your knowledge of their credit
history will allow you to offer them.
Historical data tell you that your parent organization has 35 million
The scale test
customers with excellent credit ratings
2. Lay out the specific business tests your new concept must
“pass” in order to move forward. These relate to your firm and
your particular situation.
+ What are the important strategic goals you are trying to
accomplish with this new concept?
+ What assumptions are you making about how and why this
concept accomplishes those goals?
3. Make sure that your assumptions relating to each individual test (value,
execution, defensibility, and scalability) are as explicit as possible.
Why this concept will create superior value for them, how much
Customers they will be willing to pay, and whether there are enough of them to constitute a
market of sufficient size.
6. Sort the data you need into one of the following three categories: what you
know, what you don't know and can't, and what you don't know but could.
These are the facts related to each assumption that are already in your possession. Beware of beliefs masquerading as
What you know facts. Don’t confuse the two. The doubters will help you with this by highlighting the areas where your personal (and
sometimes optimistic) interpretations may be blinding you to some realities that need to be acknowledged
This is the stuff that you can't know without a crystal ball. It is the land of true uncertainty, the land of the
unknowable. No amount of experiments—either thought or real—can resolve this uncertainty. The only thing you can do
What you don't
here is predict. There are some larger macro issues that matter to your new concept's success —issues like housing starts
know and can't
and prime rate levels. You could make some predictions here, but you aren't sure how to test these, except against “expert”
opinions.
In any situation, there is a lot of stuff that is knowable, but you haven't yet taken the time to go and get the data. Generally,
What you don't
this can be an expensive proposition, and you don't want to chase data that you don't need. That is why it is critical to take
know but could
a hypothesis-driven approach, identifying only the really important data and then spending the effort to get them.
at transforming the concepts generated in the What You prototype to learn rather than to “test” a
if stage into feasible, testable models. You build theoretically finished offering. You want the process
prototypes as the next step in the assumption to be simple and quick so that you can “make
testing you started with thought experiments, but mistakes faster,” identifying areas that can be
now you're going live. In prototyping, you give your improved while agreeing on those that are working.
concepts detail, form, and nuance—you bring them Sooner is better than later.
to life.
LEARNING GUIDES
Strategic intent Describe in two to three sentences what this project is setting out to achieve, both for consumers and for the firm.
Remaining key
List the key assumptions about the concept that you have not yet been to test with the data you already have
assumptions to be tested
Define which assumptions are most important to answer during this phase. For each one, define what constitutes a
successful test by specifying one or more metrics.
Here is a good format to use:
In-market test plan
Untested assumptions Success metric for learning launch
Short description of a key assumption to be tested Define how it will be measured and what the threshold for
success will be
Testing these assumptions is deemed to be an acceptable use of the financial resources noted below, even if the results
Financial capital to be discourage future investment in the growth concept
expected Describe the capital resources (budget, people) that will be made available during the What works phase to test key
assumptions in the marketplace, whether through co-creation or format learning launches.
LEARNING GUIDES
Introduce Inventory management software for car dealerships that (a) lets a dealership easily identify slow-moving cars and
price them according to their true cost of carrying, (b) informs the dealership’s future ordering processes to minimize likely
Strategic intent slow movers. The overall goal is to improve the dealership’s per-car yield for an affordable one-time software investment and
minimal ongoing maintenance cost.
Remaining key Dealership staff with enter data into the system within one day of a car’s arrival on the lot with 99%+ compliance
assumptions to be The current sales incentive model can accommodate this new information in the workflow and create a win-win for
management and salespeople.
tested
1.Dealership staff will enter data into the system within one • Dealership staff enter new-car data accurately within 36 hours of
In-market test plan day of a car’s arrival on the lot with 99%+ compliance. arrival for 95% of new cars arriving during 60-day trial period
2.The current sales incentive model can accommodate this • Of 24 sales people involved, 80% rate the system as either good
new information in the workflow and create a win-win or excellent
• Same ratings from the six managers involved
Learning launch of standalone software protype for 60 days at two dealerships will require the following resources:
Learning launch manager + 1 support staff, both part-time on program
Financial capital to be
Not to exceed 200 hours of professional staff time
expected Software modification budget of 50 hours if necessary
Not to exceed $5000 in out-of-pocket expenses for travel
track.
Why customer co-creation de-risks your growth project: Any time you
introduce an unfamiliar concept, you can expect to get it mostly wrong. That is why
co-creation, using low-cost, low-fidelity prototypes, is so essential to reducing the
risks and improving the speed of successful innovation. Co-creation takes a week
or two and costs four figures or less, whereas formal new-product rollouts require
months and cost six figures or more.