Understanding how Design Thinking,Lean and Agile Work Together

BYJonny SchneiderON SEPTEMBER 20,2017

The ideas of Agile are great.It's the way it has been codified into rituals and certifications,and rolled out mindlessly that misses the point.

When people talk about Lean,the conversation often ends atprocess optimization,浪费,andquality,and misses so much of what the Lean mindset offers.

Design Thinking is held high as the new magic trick of design facilitators.

That's three mindsets corrupted by the unthinking masses,who've grabbed onto a tantilising promise of something better,and followed the steps without really thinking it through.People have a real need to change,but they get stuck following rules or process without really understanding why.

Figure 1.Three mindsets of product development

Design Thinking is how we explore and solve problems;Lean is our framework for testing our beliefs and learning our way to the right outcomes;and Agile is how we adapt to changing conditions with software.

Design Thinking is aboutabilityandlearning.Carissa Carter,head of teaching at Stanford Design School,brilliantly describes some of theabilities that make designers great.Abilities like dealing with ambiguity,empathetic learning,synthesis,and experimentation,among others.A designer's ability to make meaning,frame a problem,and explore potential solutions are key.Donald Norman,author ofThe Design of Everyday Things,describes a designer's discontent with the first idea.Ask yourself,when was the last time that your first idea was your best idea?Meaning and new ideas emerge when we explore things.Design Thinking is simply how we explore those problems and solutions.Everyone designs,whether it's conscious or not.If you're solving a problem,you're designing a solution.Design Thinking is a mindset that helps us do it better.

Lean started out as a response to scientific management practices in manufacturing.Organisations sought efficiency through process,rules,and procedures and management was mostly aboutcontrol.But in modern business,control is a falsehood.Things are too complex,too unpredictable,and too dynamic to be controlled.Lean offers a different mindset for managing anysystem of work.It's fundamentally about exploring uncertainty,making decisions by experimenting and learning,and empowering people who are closest to the work to decide how best to achieve desired outcomes.Lean saysbe adaptive,notpredictive.

Agile is related to Lean.The differences are mostly about what these mindsets are applied to,and how.In conditions of high uncertainty,Agile offers ways to build software that is dynamic and can adapt to change.This isn't just about pivoting.It's also about scaling and evolving solutions over time.If we accept that today's solution will be different from tomorrow's,then we should focus on meeting our immediate needs in a way that doesn't constrain our ability to respond when things change later.The heart of Agile is adapting gracefully to changing needs with software.

Figure 2.Comparing and contrasting Lean and Agile

The real benefit comes when we bring all three mindsets together.Too often,the question is "lean oragile?".The answer is "and",not "or": it's Design Thinking,Lean,and Agile.That's easy to say,but how do we do it,and what does it look like in practice?Here's some lessons learned from applying Design Thinking,Lean,and Agile in the wild.

Purpose,Alignment,and Autonomy

"Be stubborn on the vision,but flexible on the details."
—Jeff Bezos

Building a product is a lot like a combat mission.A team ofskilled peopleoperate in conditions ofhigh uncertainty;a commander setsclear outcomeswith someguiding principles;but weexpect the unexpected;and,we'retrained to take best action,responding to new information as the situation unfolds.

All of that takes discipline.And practice.

In military operations,it's calleddisciplined initiative,and soldiers train so they can practise the movements of combat.In Mike Rother'sImprovement Kata,it's calleddeliberate practice,and it's how we practise the movements of scientific thinking.This is how product teams can align to purpose,explore uncertainty,and learn their way to achieving desired outcomes.

Pro tip: Try visualising the whole end-to-end process,from aspirations and hypotheses to design experiments and feedback on a bigproduct wall,so that the whole team can play along together.

Figure 3.A product wall

Measure Things That Matter

"If a measurement matters at all,it is because it must have some conceivable effect on decisions and behavior."
—Douglas W.Hubbard

How will you measure outcomes?
When will you know you've achieved it?
Will your metrics help you make a decision?

We all know that vanity metrics – like total page views,or total new customers – are pointless.But knowing what not to measure doesn't make measuring the right things any easier.Even with the right motives,there are lots of ways we get it wrong.Suppose you're operating an online store selling tens of thousands of unique items to all kinds of buyers.Making it easier for them to find what they're looking for is one of your goals.Now try breaking that goal down into metrics that help you know if you're on the right track.

Figure 4.The good and bad of goal-based measurements

Pro tip: Structure your metrics around future decisions you want to make.Only measure things that indicate progress toward your goal.Hypothesis Driven Developmentoffers a way to frame outcomes,beliefs,and metrics in a simple,repeatable format.It gives some structure for finding the right metrics,and makes it easy to communicate to others.

Make Decisions Based on Learning

"Don't look for facts or answers — look for better questions.It's the questions we ask,and the meaning we explore,that will generate the insights most useful to strategy."
—Dr Jason Fox

Why do we learn?To make better decisions.Many solutions fail because they solve no meaningful problem,and we tend to fall in love with our ideas and let our biases get the better of us.Even when we try to de-risk our decisions by testing our ideas and running experiments,we don't always get it right.One trap is to conflate a good prototype test result with strong affinity for the problem,or customer demand for the solution.Each of those – problem,solution,demand – are separate concerns,and they require different learning approaches.

We don't need to be scientists to learn the right things,and,insight doesn't have to belong only to the research team.If we think through our approach,it can help us make better decisions.We can start by:

  1. Definingour beliefs and assumptions (so that they can be tested)
  2. Decidingthe most important thing to learn
  3. Designingexperiments that will deliver learning

Pro tip: TheProblem-assumption Modelis an easy way to get started.It's a way of helping us ask: What's the problem?How might we solve it?What assumptions have we made?How will we test our assumptions?

图5。The Problem-Assumption Model, created by Jonny Schneider and Barry O'Reilly

Many Mindsets,one Team

Most important of all,it's about working together and achieving together.Learning is a team sport,and collaboration is key if we're going to find our way to the place we want to be.There is no one correct way,nor is one single mindset enough.But all together,elements of each mindset help us to find our way forward.

Figure 6.How the three mindsets overlap

Instead of focusing on applying a process,teams ought to challenge how they think and try new things,embrace the things that work,and learn from the things that don't.Thisrightway will be different for each team in their own specific context.Success is about how teams develop newability,learnby doing,andadaptto what is learned.

Pro-tip: Try Jeff Patton'sDual Track Development.It describes how teams can bringproduct discoveryandproduct developmentcloser together into one collaboration.



Jonny Schneider

Product Strategy and Design Principal at ThoughtWorks.Jonny works with small startups through to Fortune 500 global organisations consulting on product development and innovation management,and coaching product teams to do their best work.He is also the author of Understanding Design Thinking,Lean,and Agile (O'Reilly,2017),which is available for free.