通过持续产品发现(continuous product discovery)打造更好的产品 | Teresa Torres
Build better products with continuous product discovery | Teresa Torres
Audience Scale & Industry Impact
Lenny: Teresa Torres is a speaker, a teacher, a consultant, a product coach, and also the author of Continuous Discovery Habits, which is the number one most recommended book in my newsletter Slack community.
I’m also pretty sure Teresa is in the top five people in the world when it comes to the number of product managers that she’s worked with, taught, and impacted. In our chat, we get deep into two topics: the opportunity solution tree framework, which is a really simple but incredibly powerful framework once it, and, two, we go deep into how to create a system within your team where you’re talking to customers regularly.
We talk about ways to make a case for spending more time talking to customers and doing news research, the most common mistakes people make with interviewing and generally how to interview customers better, how to automate this process so that you don’t spend a bunch of time, and so many other ways to bring you and your organization closer to your customers. Teresa’s amazing, and I can’t wait for you to learn from her.
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Teresa, thank you so much for being here. I don’t know if this, but your book is consistently the number one most recommended book in my Slack community. Also, I’ve personally learned so much from you from your writing and just your tweets and all the ways that you share your lessons. And so, I’m really excited to delve into continuous discovery and all the things that you teach. And so, again, thank you for being here and welcome.
Teresa Torres: Thanks, Lenny. I’m excited to be here.
Opportunity Solution Tree Framework
Lenny: How many PMs would you say that you’ve worked with through your consulting and through your courses? Just to give us a ballpark.
Streaming Entertainment Example
Teresa Torres: That’s a good question. I know through Product Talk Academy, we’re just at about 11,000 students. I’m not very good at updating the number on our homepage. I think it still says something like 8,500. But officially I think we’re just about to cross the 11,000 mark, which is a little bit mind-blowing to me and a ton of fun. Then on the coaching side, it’s in the hundreds, not in the thousands, obviously because coaching is a little bit of a different beast. So, yeah, I’d probably say maybe 12,000.
Opportunity Space Granularity & Pace
Lenny: That’s incredible. Would you say that that maybe puts you in the top five PM teacher/influencer types that have worked with maybe the most PMs, just roughly? Just to give people a little context.
Strategies Against Feature Factories
Teresa Torres: I don’t even know how to evaluate that. I still think about some of the really early people that had an influence on me and to see that some of them now recommend my book, it’s just mind-boggling. It’s pretty cool.
Automating Interview Recruitment
Lenny: Yeah, I feel the same way sometimes with my newsletter. I’m like, oh, hey, this person that I always looked up to as a legend is now sharing my stuff. It’s crazy.
Recommended Interview Scheduling Tools
Teresa Torres: Yeah.
Staying Open-Minded & Assessing Risks
Lenny: Before we get into the meat of the chat, just real quick, to plug your site and where to discover all the things that you do, what’s the site people can check out while we chat?
Teresa Torres: Yeah. So my site is producttalk.org. Then there’s a few things like my blog at producttalk.org/blog. We put out two articles a month. Then we have a whole bunch of courses related to discovery at learn.producttalk.org.
PM Role & Decision-Making Authority
Lenny: Awesome. We’ll chat a bit more about that at the end. So in our chat, I was hoping we’d cover two main topics, things that I’ve maybe learned most from you over the years. One is the opportunity solution tree framework. Then two is just the general idea of continuous discovery and all the ways to approach that. Does that sound good?
The Collaborative Product Trio
Teresa Torres: Yeah, that sounds great.
Lenny: Okay. So starting with the opportunity solution tree framework, it’s such a simple but such a powerful way to visualize your strategy, your levers, how to prioritize, get buy-in from people, get everyone on the same page. It’s probably the thing I share most of what you’ve put out with people. So I’d love to maybe start with just like what is this framework, what problem does it solve for people, and how can people apply it to their product problems?
Interview Pace & Drawing Out Stories
Teresa Torres: Yeah, really good question. So first of all, it’s just a really simple visual. It’s funny how simple it looks, because using it in practice is really complex. I definitely have a new appreciation for that, trying to teach it over and over again and seeing where people struggle.
So it’s a tree visual. So it’s just like a decision tree. It starts with an outcome at the root of the tree, and then it branches into the opportunity space and then it branches into solutions, and maybe even assumption tests from there.
The purpose of it is I recognize that while as an industry, some companies are moving from this output focus to an outcome focus, most product teams don’t really know how to manage this really complex problem of how do I start from an outcome and figure out what to build? It’s a really unstructured, wide open, hard problem.
A lot of teams, they learn how to do their jobs building products by being told, “Build these features.” That’s a really structured, okay, I just turn out some work problem. And so, we’re asking teams to fundamentally do a really different type of job and I think teams needed some scaffolding for how do you make that shift. And so, that was the purpose of the opportunity solution tree is how do I add some structure to this wide open, messy problem.
Now the reason why it looks simple but it’s really hard in practice is like, well, what’s an opportunity and how do I structure the opportunity space? I can tell you that opportunity is an unmet need pain point or desire, and that’s great. But I can tell you that 98% of people that write opportunities write them as solutions.
So we tend to just really struggle with this distinction between the problem space and the solution space. I think that the heart of good product is really getting comfortable in the problem space or the opportunity space, really taking the time to frame a problem well, and to really get into what’s needed before we jump to solutions.
But it’s the opposite of how our brains are wired. And so, teaching people to be comfortable with that discomfort of staying there is hard. I mean I see blog posts written about how they’re using the opportunity solution tree, and I cry a little bit because their opportunity space is all solutions. I don’t want to knock down somebody’s blog post, but I also don’t want this bad example out there in the world when I’m trying to teach how do we do this well. So I haven’t found the right line there yet other than I’m going to blog about good examples.
Lenny: Is there an example of a tree that, just to make it even more concrete, like for a company or product that you’ve worked with or that you think about?
Focusing on Actual Behavior, Not Assumptions
Teresa Torres: Yeah. So I like to use streaming entertainment as my examples, because literally everybody in the world is familiar with Netflix. If I think about their opportunity space, I recommend teams structure the opportunity space using an experience map, like if you take your outcome.
So if we start with Netflix, if you think about the experience of you’re trying to get me to engage with Netflix more, I want to understand what’s the experience of somebody using streaming entertainment to entertain themselves. Maybe even broader than Netflix. If you watch YouTube TV, that’s probably still relevant for me to learn about and understand.
And so, the way that I’m going to structure my opportunity space is I’m going to look at what’s the overall experience of trying to entertain yourself a streaming entertainment. That might look like, well, first there’s this trigger of I need to decide to watch something. Then there’s this experience of how am I deciding what to watch? Usually wrapped up in that is what platform am I watching it on? Those are sometimes inner mixed, because maybe you’re deciding, “I want to watch Game of Thrones ,” and that’s right away sending you to HBO Max, or maybe you’re like, “Well, I want to watch a movie,” and I could be on any platform.
Then there’s the evaluation process of is this movie good or not? Does it look like something I want to watch? Then I want to get into, okay, I’m ready to watch. Is it a good viewing experience? Then for a lot of these platforms, there’s also this post-viewing experience of like am I going to encourage you to keep watching, things like that?
So that’s how I would structure that opportunity space is just there’s these distinct moments in time. Then what I’m capturing is, below each of those, what are the needs and pain points and desires that arise? So if we just focus on that one around how do I decide what to watch, there’s all sorts of needs that come up. Some are really tactical, like I have a movie title in mind and I just don’t know how to find it. That’s a pain point. Or, hey, I was watching a show. How do I get back to it? It’s also a pain point. But then there’s also these big media opportunities, like I can’t tell if this show is good or not.
And so, everything that I just said, there was no solutions in there. In fact, whether I work at Netflix or I work at Hulu, our opportunity spaces probably look pretty similar. Now the ones we choose to go after and how we solve them might look really different. But the core human needs of what’s your experience as we go about our lives entertaining ourselves is pretty similar.
I think the companies that build really good products, they either intuitively or explicitly take the time to really understand what does that journey look like and what are those needs and pain points and how do we create a really seamless experience?
Discovery Processes Across Company Stages
Lenny: We’re going to link to the blog post and a few examples in the show notes so people can look at this visually, because I know we’re trying to describe it through words. A quick follow-up question. So you have this tree with the outcome, say, get people to watch more Netflix. I imagine you recommend, max, three to five levers below that. Is that right? Then the rest just sits somewhere else?
Teresa Torres: Yeah, that’s a really good question. So at the top level, I tend to map those opportunities to steps in that experience map. So in that Netflix example, it’d be the trigger of I want to watch something, deciding what to watch, the viewing experience. I do find that, oh, is it Miller’s magic number? The plus or minus seven rule is pretty good. I would say nine is probably a lot. So I would say maybe in that three to seven range. That’s just because you could cognitively process your tree.
So the other thing that I get into is as you move vertically down the tree, your opportunities are getting smaller and smaller, which is really key to helping us unlock a continuous cadence. So if I start with that example of I can’t decide what to watch, it’s a really big hard evergreen problem. As long as Netflix is in business, they’re probably going to have people focused on that problem.
But we can deconstruct it. Maybe I can’t find something to watch because I don’t know if this show’s any good. Then we can learn about how do people evaluate shows. Maybe there’s a small opportunity in there of who’s the cast? It’s one of the ways I evaluate a show. Now we’re getting into an opportunity that we can actually solve.
So that’s one of the other benefits. As we work our way down the tree, we get to smaller and smaller opportunities. We get to things that we can actually address. We’re still contributing to that bigger, harder problem. And so, what it’s allowing us to do is get this big picture view of where we could play, and then we can make more strategic decisions about where do we actually want to play. Then it’s very customer-focused because it’s really all about what’s your need in this moment? How can I help satisfy that?
Addressing Pushback on User Research
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For PMs and just maybe founders that are listening and they’re like, “This sounds really useful. I want to create my own little opportunity solution tree,” I know this a big question, but how do you go about figuring out what goes into each of these steps, however briefly, you can give people some guidance?
Teresa Torres: Yeah. So the reason why this is so hard is that … I mean it sounds really simple, but here’s why it’s hard. Opportunities emerge from our customers’ stories. I don’t think most people, when they’re interviewing, they collect stories. So if, Lenny, I was going to interview you about your Netflix experience, the vast majority of product teams are saying things like, “Hey, Lenny, what do you like to watch on Netflix? How do you decide what to watch?” We’re asking these direct questions out of context.
The challenge with that is we know from human psychology and cognitive psychology that we’re not very good at answering those questions out of context. Actually, that sounds weird. We’re very good at answering them. Your brain will come up with a fast answer, but that answer doesn’t necessarily reflect your behavior, and it misses context and nuance.
You can tell me, “I just like action movies. I always look for action movies.” I can’t visualize your experience. I don’t know what your experience is watching action movies. I just collected a fact about you. But if I ask you, like, “Tell me about the last time you watched a movie,” now I can collect things like where were you and who were you with and set the scene for me, and what happened first and how did you choose that? I’m going to get answers to all those direct questions, but it’s grounded in this specific instance. It’s going to be a lot more reliable. And I’m going to start to hear unmet needs, pain points, and desires.
The really powerful thing is I might hear needs that you’re not even aware of. We’re so used to everything being mediocre, we’re not even aware of a lot of these needs that we have. But when we tell our stories, especially if you start to train your ear for this, you start to hear those needs.
So the first thing that makes this hard is you have to interview well. I think interviewing is a grossly underestimated skill. Grossly underestimated skill. So that’s the first thing is that if you’re not collecting rich stories in your interviews, it’s going to be really hard to identify opportunities.
Then the second thing is that you have to be able to hear those opportunities. If you’re still stuck with what’s an opportunity versus what’s a solution, it’s tough. Then the third thing is this opportunity framing. I believe opportunity should be really specific.
A really great opportunity in the streaming space is it’s hard to enter my password, select specific letters on the screen with the Apple TV remote. If anybody has had an Apple TV, especially the old remote, it’s not a very precision device. Selecting those letters on the stupid onscreen keyboard is a horrible pain point. It comes up when we’re entering our passwords, it comes up when we’re searching for movie titles. That’s a really specific opportunity.
The value of that is we can solve it. Whereas teams tend to want to frame opportunities as like, “I wish this was easier to use.” Okay, well, we can spend our lives making this product easier to use. What are you solving for who? And so, we’re skill stacking. Then we’ve got to interview well. We’ve got to be able to hear opportunities. We’ve got to be able to frame them well. Then in order to structure the opportunity space, we have to be able to come pull out this common experience map, structure across seemingly unique stories.
So there’s a lot of skill involved. I wish I could just say, “Hey, Lenny. It’s super easy. Everybody should do it. I think it’s really powerful, and I’ve seen it be a game-changer for teams. It’s hard.
I tell my teams when I teach it in class, I say, “Look, we’re going to focus on structuring an opportunity space, and I’m probably going to make you think harder than you’ve ever had to think in your job,” because we don’t think that much at work. We go from meeting to meeting, we stay surface level a lot, and here I am coming in with this really hard critical thinking exercise.
But I’ve just seen from teams that are willing to put in that work, it really is a game-changer. You have a deeper understanding of what your customers need and you build better products.
Why Make Decisions on Small Data
Lenny: Man, thinking deeply.
Teresa Torres: Yeah.
The Boundary Between Experiments & Research
Lenny: No fun, but it’s so important. I want to chat about interviewing and all the advice you have about just how to interview. But before we get to that, one last question around the opportunity solution work. So the whole idea is to think outcome-oriented. To your point, a lot of companies have product teams that are just like, “Build these things for us. Don’t worry about why we’re doing these.”
If your company is of that ladder sort, more of a feature factory, can you use this framework to push the team and the company in a direction of thinking outcome-oriented, or is there a more direct approach to address that problem?
Teresa Torres: Yeah. Okay. Let’s talk about this based on the role. If you’re an individual contributor and you’re not at a 10-person company, I would say don’t try to force the organizational change. Organizational change is such a hard and messy problem. I feel like what I would do in that situation is I would just change the way that I individually worked.
This is what I always did in every job. I mean I made a lot of mistakes trying to change the organization, but I also just carved out a way for me to work this way. I think we underestimate how much ability we have to do that. So even if you’re being prescribed a fixed roadmap, you still can find customers to talk to.
I hear from people all the time say, “I’m not allowed to talk to customers.” I go, “Okay, well, your company doesn’t own you when you’re not at work. I bet you know people like your customers. Why don’t you just start there?”
So we overthink it. We think we have to go through these proper channels and we have to get permission from sales. A lot of us, especially if we work on a consumer product, just go find somebody that’s like your user. But I’ve also seen instances in B2B environments, where like I worked with that team that worked on badges for healthcare, the badges that nurses and doctors use to unlock a workstation that they chart in. This team, for weeks, ran into problems finding a customer to talk to.
I just said, “Hey, do any of you know doctors or nurses in your personal network?” The product manager was like, “Yeah, I have two uncles that are doctors.” “Huh. Maybe we could just start there.” Go talk to somebody.
I think that even if you aren’t being tasked with an outcome, if you do the work to understand these are the outcomes that matter to your business for your product, it’s probably going to start with your business model, and then work to understand how the work that you’re doing contributes to that. All those little teeny tiny decisions we make every day, even if you’re being prescribed solutions, you’ll make better decisions, because you have a fuller context of what your business needs. You have a fuller context of what your customer needs.
So I think for most of us, if you’re in an individual contributor role, just focus on developing the habits yourself. I’m always amazed, I was always amazed at how much I could do by just ignoring everybody around me and how they were working and finding a way to do it.
Resources to Learn More
Lenny: I love that because it lets you empower yourself and not wait for permission for excuses. This is always such a recipe for success for any role, especially PMs that are annoyed by how maybe their company works.
This is a really good segue to our second topic around continuous discovery. We’ve been touching on a lot of the elements of it, interviewing and understanding pain points and all that. And so, maybe just to set a little bit of foundation, what is continuous discovery? Your book is named after it. You, of course, is on this, which the general idea of continuous discovery.
Teresa Torres: Yeah, let’s just start at the beginning. So we often talk about discovery and contrast with delivery. Discovery is just used to describe the work we’re doing to decide what to build. So everybody, every company is doing discovery. Everybody is making decisions about what to build.
We have a few trends that have been evolving very slowly over the last 20 years. One of which is we’re recognizing that if we want to make good decisions about what to build, we probably should include the customer somewhere in that process.
So I teach a customer-centric view of discovery. Let’s build in some feedback loops of are we making the right decisions, or are we making good decisions? Because there probably aren’t right decisions here.
So then there’s a second trend that we’re seeing across the board, which is we’re recognizing that digital products are never done. It’s not like the Netflix team is going to show up to work one day and be like, “Hey, our product’s good enough.” We’re always iterating, we’re always improving. Customer needs are always evolving. There’s always more we could do.
And so, we’re seeing a shift from this project mindset that worked in a world where we were just trying to get products on a store shelf. We designed them, we built them, we manufactured them, we put them on the store shelf, we were done. We moved on to the next thing.
But with digital products, there’s no done. So we’re seeing this shift to more of a continuous mindset. We’re continuously evolving our products, which means we’re continuously making decisions about what to build and, therefore, I think we need to continuously include the customer in that process. So for me, I define continuous discovery as building in those continuous feedback loops.
How Listeners Can Help
Lenny: Awesome. That’s such a simple, clear way of thinking about this because, yeah, broadly it’s like a new term people have to get used to. I think you saw I made a call on Twitter for people to ask me to ask you questions about continuous discovery. And so, I’m going to try to get as many of those in there in this chat as I can. One actually was around what do you do when your leaders tell you there’s no time for discovery?
Teresa Torres: Yeah, this is a tough one. I think this comes from old project-based research methods. So we don’t most of the time have time to stop what we’re doing and go do some research. I’m not pooh-poohing research. I mean I’ve worked as a user researcher. Research is critical. If we had the luxury of doing long longitudinal studies, we would probably build better products.
That’s not our business environment. Our businesses are expecting us to deliver continuous value, so we need to look at how do we match that cadence. What I think is really nice about continuous discovery, you can do it in as little as an interview a week, on the interviewing side, on the discovering opportunity side.
Assumption testing. People always ask me, “How much time should I be spending on an assumption testing?” I don’t know how to answer that question because for me, assumption testing and delivery are the same work. Assumption testing is the start of your delivery. I don’t know where one starts and one ends, which is a little bit hard to conceptually work through, but maybe we can talk through an example.
So when somebody says, “I don’t have time for discovery,” I think what they’re really saying is, “I don’t have time for project-based research,” and I agree with that. We don’t have time for project-based research. So if I’m getting that pushback, I want to look for, okay, I definitely don’t …
Like people make this mistake of we shouldn’t put something in our backlog that hasn’t been properly discovered. It’s not true. Everything in our backlog is a bet, everything. Whether we do discovery or not, everything is a bet. Discovery is helping us make a better bet.
Now sometimes in our organizations, we need to do a lot of discovery and make as good of a bet as we can. But there’s other times we can make a risky bet. There’s times in business where it makes sense to make a risky bet. If you work somewhere where all of your bets have been risky because you’re doing zero discovery, the best way to kill any appetite for discovery is to say, “Let’s stop making bets until we discover.” No, don’t do that. Keep making bets. In parallel, start doing some discovery so that eventually those bets get better.
I think the reason why people make this mistake is they think about it as phases. First I discover and then I deliver. No, you’re always delivering and you’re always discovering. The more you build this discovery habit, the better those bets are going to get with time.
So it’s not that you do one first and then the other. It’s you’re always doing both. The benefit of always doing both is with time you make better bets.
Lenny: You said that you could do this with one meeting like an hour a week. I know you have a system that you recommend for people to make this automated so you’re not just constantly pinging your customers, “Hey, can I chat with you this week?” Can you just share that?
Teresa Torres: Yeah. So my book, Continuous Discovery Habits, I do share some of the most common ways to automate the recruiting process. So this idea came from … I had just read Nudge by Thaler and Sunstein, when it came out a few years ago. They had this idea of when you’re designing a choice architecture, how do you make it easier to adopt the behavior you want to see than to not adopt the behavior?
So I started thinking about this in the context of interviewing. I want to see product teams interview every week. So how do I make it easier for them to do that than to not do that?
Okay, well a lot of us have recurring meetings that we go to every week because they’re on our calendar. So I just started to think about how do I make an interview a recurring meeting? Can I make it so that when you wake up on Monday morning, there’s an interview on your calendar and you literally did nothing to get it there?
And so, there’s a few ways to think about this. The most common strategy is to allow your customers to opt in while they’re using your product or service. So just almost everybody’s seen an NPS survey embedded in a product. That’s pretty prevalent now. Same idea, but instead of saying, “Would you recommend our product or service to a friend or colleague?” it says, “Do you have 20 minutes to talk to us?” If they say yes, you send them some scheduling software, they pick a time on your calendar, and voila. You’ve got an interview scheduled.
You obviously can get more advanced. Where do you show it? Who do you show it to? How much do you tailor it? How do you position it? But the core idea is to let people opt in while you already have their attention. That works really well for consumers and B2B end users.
If you’re trying to get in touch with buyers and decision-makers, same idea but use your internal teams that are already on the phone with those folks. So that salespeople, account managers, maybe support folks, they’re literally on the phone with those people all day every day. So instead of using your product to recruit, you can use those teams to recruit.
What I do is I just have teams define a trigger every week, like, “Hey, this week we’re looking to talk to somebody who’s experiencing this need or pain point. If you happen to be on the phone with someone who’s experiencing that, again, just go ahead and use scheduling software, put it on our calendar.” The goal is for the product team to not be involved at all. They literally just have to show up and connect the interview.
Lenny: That’s amazing. Are there tools that you recommend that are just plug and play that make this easy? I know Calendly is probably a part of this.
Teresa Torres: There are so many. So even on the scheduling side, I think Calendly innovated in that space, but there’s so many fast followers. I think Outlook does this now. I think Google has a tool that does this now. I think even Salesforce has a tool that does this now. So if you’re sales team is scheduling through Salesforce. Then on the intercept side, like how are you asking those? We have survey tools.
Qualaroo, I think, innovated in this space. Then I think Ethnio is a fast follower. But Intercom does this, Usabilla does this, Chameleon does this. Hotjar might even do this. We have so many user research tools that they’re all now enabling this type of thing.
Lenny: Awesome. For when you’re actually doing the interviewing, we had a couple of questions from some Teresa fans. One is when you know what the solution should be, how do you stay disciplined and keep an open mind and keep searching for maybe something even better?
Teresa Torres: Yeah. First of all, you don’t always have to do that. Not all solutions need a lot of discovery. That’s a common misunderstanding, I think. I think we need to do really robust, good discovery on the things that are part of our core product experience or going to be differentiators. We don’t really have to do really amazing core discovery on the forgot password flow if it’s working fine and you’re not hearing about it as a pain point.
Now to be fair, Slack with their magic link, did a cool thing with the forgot password flow. That was a nice innovative thing that I think moved the industry forward. So if you want to do discovery on that, great, but you probably don’t have to. So I think the first thing to assess is we’re making a bet. How much risk is involved in this bet and how much of that risk do we need to mitigate?
Now most companies think there’s no risk in any bets and they do zero discovery. If you’re not instrumenting your product and actually measuring the impact of those solutions, you may not be catching that there actually was a lot of risk. So I think you do need to instrument your product. You do need to measure the impact of everything that you release so you can start honing your judgment on where is there risk in ideas.
When you’re new to discovery, I recommend you overindex on doing a little too much discovery so that you start honing your judgment of that risk. But if you’re working on an opportunity that’s really core to your product functionality, it is a differentiator, it’s where you want to make sure you have a really robust, good solution, I think the best way to guard against what you think is the obvious solution is to work with multiple solutions for the same opportunity.
Compare and contrast. We already know this intuitively. When you’re looking for a place to live, you don’t look at one apartment or house. You look at multiple, you compare and contrast. When you’re looking for a job, you don’t talk to one company. We know if we want to make good decisions, we need options and we need to evaluate the pros and cons of each. The same is true in the product world.
So if you’re feeling like this needs to be a really good solution and we’re having some challenges, we’re overcommitting to one, that’s when you need to increase your options.
Lenny: I’d love your insight on, as a PM, how much … In theory, you should be a little bit unbiased and giving people a chance to change your mind and come up with ideas that maybe you disagree with. On the other hand, as a PM, you always have opinions about what the right answer is. Just like in the PM function, do you have a perspective on how much more, say, a PM should have maybe over what ends up being decided?
Teresa Torres: Yeah, this is a tough question. I mean there’s such strong opinions about this. I mean I see analogies of the product manager is the decider and they’re the CEO of the product. I think this is coming from toxic business culture personally. Business has taught us we all play a role. We have our functional silos. I have territory, you have territory, and we’re going to play the internal office politics game. I need to defend my territory and you need to defend your territory.
The outcome is that we don’t really collaborate. When we don’t collaborate, I don’t think we build very good products. So if we just go back to real life and when you’re hanging out with friends and you’re trying to accomplish something, the example I gave is when you’re a little kid and you’re playing, you don’t like to first stop and say, “What’s my role? What’s your role?” I guess it’s just not how humans interact. We all collaborate and we all do it intuitively. Business has taught us otherwise.
I’m going to forget the researcher, but there’s a really cool … The marshmallow test experiment. Are you familiar with this? Where teams are given spaghetti sticks and some tape and some string and a marshmallow. They’re told to build a structure to get the marshmallow as high as possible.
A study’s been done so many times. It’s been replicated a million times with lots of different groups. It’s a really cool story because kindergartners outperform almost every adult group, including MBA students. It’s really telling. Why is this?
Kindergartners just start doing. They don’t worry about their rules. They don’t worry about who’s in charge. They just brute force trial and error. What do MBA students do? There’s posturing, like who has power and who’s the decision-maker and who’s right? We need a plan and we need to have a strategy. They spend the whole time negotiating this political social space instead of just doing. I really think we’ve got to learn how to get back to just doing.
And so, people think that I’m like Pollyanna naive about this, but I’ve worked on teams that work this way and I’ve coached teams that work this way where the trio really does decide. So the trio is the product manager, the designer, and the software engineer. If you’ve never worked in a well-functioning trio, this breaks people’s brains, because they say, “Well, what are we going to do when we disagree?” You’re going to find an option where you don’t disagree.
The thing is if you only worked on a siloed dysfunctional team, that sounds like a nightmare. But if you’ve worked on a well-functioning team that’s doing discovery well together, you’re working from a shared understanding. So your disagreements right away are going to go way down because you’re working from a shared understanding, and when you disagree, you recognize, okay, we don’t agree, we don’t have the best option yet. You keep looking for that better option.
What’s hard about talking about this is I fully understand probably 98% of the industry has never worked on a well-functioning product trio, and this idea sounds crazy. But I’ve also seen it in practice over and over again on really good teams, and there’s something magical about it. So I’m going to keep promoting it and I’m going to hope that eventually we get from 2% to 3%. That’ll be my little debt I put in the universe.
Lenny: Yeah. I was just going to say that you’re helping make that change and I’m excited for that to be the way that people operate. And so, maybe one takeaway is if that’s something that you’re spending a lot of time on and it’s causing you a lot of stress, it probably means you’re working at a company or on a team that maybe isn’t optimal.
Teresa Torres: I don’t mean that to say there’s something wrong with you or your teammates. This is a symptom of business culture. It’s how we’ve been taught to work. So we have to unlearn that. We have to learn new ways of working. We do this in our courses. We force people to work in teams in our courses, and some people really hate it. But I think learning to work well in a team, especially when there’s different perspectives and you disagree and how do you reconcile that, is a really important part of product work.
Lenny: Awesome. Going back to discovery and interviewing, I definitely wanted to ask you what are, I don’t know, two or three tips and best practices for interviewing/what are two or three things people usually do wrong that they should try to avoid?
Teresa Torres: Yeah. The first one is the questions they’re asking. So many people write these who why, how, 50-question long interview protocols. It leads to a cadence of the interview that is not a natural conversation. So I think the first thing to remember is that you’re just talking to a human.
I actually tell people if your interview feels like you’re having a beer with a buddy, that’s a good sign. It should be that casual and that conversational. But we’re not going to get there if I pepper you with 50 questions. We’re going to get there by I’m going to collect your story. I’m going to be really curious. I might still have to pepper you with 50 questions to get your story, because there’s this conversational norm of I say something, you say something. So I’ve got to teach you that I want your whole story and help you open up.
So that’s one piece of it. It’s just the cadence of the conversation really should feel like a natural conversation. Then the second piece of it is how do we do that? What’s the skill? How do we elicit that story?
I teach in our interviewing class, you really don’t have to think about what to ask. You could run an entire interview by asking them one question. In fact, let’s role play this a little bit. Lenny, tell me about the last time you watched something on a streaming entertainment service.
Lenny: Just last night I was watching Obi-Wan Kenobi on Disney+.
Teresa Torres: Okay. Yeah. Great. Okay, so it was last night. Set the scene for me. Where were you?
Lenny: I was at home on my couch, just lounging.
Teresa Torres: Okay. Tell me about the moment where you decided you wanted to watch something.
Lenny: It was 8:00 and I’m like, “It’s time to watch something.”
Teresa Torres: Okay. Is that part of your normal routine?
Lenny: Yeah, in the evenings. It’s a good way to unwind and let my brain relax a little bit. Okay,
Teresa Torres: Okay. So you’re sitting on the couch, you decided it’s time to watch something. What did you do next?
Lenny: Turned on the TV, went to Netflix, didn’t find anything. Went to Prime, didn’t find anything. I’m like, “Oh yeah, Obi-Wan. Let’s check that out.”
Teresa Torres: Okay. So I literally could continue this entire interview by just saying, “Oh, you opened Netflix. What happened next? Oh, you didn’t find anything. How come?” All I have to do is just be curious about your experience. What I’m doing with my questions is just helping you tell the timeline.
Set the scene. I’m situating you back in that moment. Let’s remember what you actually did. It was after dinner. You were sitting on the couch. What happened next? I can do that over and over again.
And so, one of the reasons why we get bad at interviewing, we’re so worried about asking the next question, we stop listening to the interviewee. We just missed everything we were told. We missed those moments of like, “Oh, there is some friction. You couldn’t find something to watch. Tell me about that. What did you consider on Netflix? Let’s dig into that.”
If I work on a team that’s trying to help you find something to watch, that’s a gold mine. You just told me you went on Netflix, you went on Prime. What were you looking at and what didn’t resonate? Is it because you’d watched everything? Is it because it just didn’t match your profile? There’s so much to explore there.
But what I see most teams do is they stay really shallow. “Oh, okay. So you watched Obi-Wan on Prime. Great. Tell me another story.” We just lost all the value.
And so, some of it is just slowing down and almost being a five-year-old. You really, instead of saying, “Why? Why? Why?” you can say, “What happened next? What happened next?”
Now there’s this technique of summarize what you heard, show that you’re listening to them, bring them back to the moment where you want a little more detail. But, yeah, it’s a game-changer. What happens when you collect stories is you hear about things you would’ve never thought to ask about.
Lenny: It’s also really fun to share because I’m like, “Oh, this is fun,” just talking about what I do.
Teresa Torres: I love that you just said that, because people worry. How many times have you heard somebody say, like … You asked the sales rep, “Hey, can I talk to your customer?” and they’re like, “I don’t want to ask them a favor.” It turns out if you collect stories in your interviews, customers love it. Most of the time, in fact the sign that you ran a good interview, is your customer is going to say, “Wow. When can we do this again?”
Lenny: Wow. I love that. The other piece of this that you haven’t mentioned is there’s a lot of focus on what you’ve done, not on what you would do or you could do. I imagine that’s an important part of this.
Teresa Torres: Product people are in the business of changing behavior, understanding and changing behavior. I think that’s a really big mistake that teams make is, both in their prototype tests and in their interviews, they focus on what people would do, on what people think, on why they think they do something. It’s all really unreliable. It’s a garbage in, garbage out situation. The real measure is tell me about your behavior. What did you actually do? We have to help people do that.
Lenny: Something else someone asked that I really wanted to cover is how does this process change as your company grows from early stage to later stage?
Teresa Torres: Yeah. In an ideal world, it doesn’t change because here’s why. If I have a trio and they have an outcome and they’re empowered to reach that outcome, and they’re interviewing every week and their assumption testing to evaluate solutions, and they’re finding things to build and they’re driving their outcome, that’s a really successful team. They could do that in a three-person company or they could do that in a hundred thousand-person company.
The primary difference is in a three-person company, there’s no adjacent teams. In a hundred thousand-person company, there’s a lot of adjacent teams. And so, you probably have some dependencies to manage. But you still should start with an outcome, be empowered to go after it, be empowered to come up with your own solutions.
What’s going to be different in that a hundred thousand-person company is you probably have design patterns and libraries you got to rely on for a coherent user experience. You probably have another team that’s working adjacent to you that you need to share your discovery work and be aware of what they’re working on, because you do need to build a coherent product.
And so, as our companies get bigger, we have a lot of that lateral collaboration we have to do to make sure we’re still building a coherent product. But I think the fundamental base unit stays the same.
Lenny: Something that I’ve seen happen with larger companies, especially as companies grow, is a little bit of cynicism of user research, specifically how few people you talk to and how that leads to you making a decision. How do you respond to those kinds of concerns?
Teresa Torres: I love this. I don’t know why product teams suddenly are held to a standard that nobody else is held to. When somebody says something like, “Why is it reliable to make a decision based on one interview?” I just flip the question around. Tell me about the decisions you made last week. How many customers did you talk to? What data did you use?
Every human in business is making decisions with zero data. So I’m going to go with one is better than zero. That’s a little bit of a flippant answer, but it’s true.
Here’s what’s happening when that question comes up. I have an opinion that’s different than yours. I don’t like your conclusion so I’m going to nitpick it. In the product world, unfortunately, everybody in business has an opinion about what we should be building. And so, that’s how we face that and we get held to this standard.
I have a real reason why we can make decisions based on small data. We’re in the business of changing behavior, not seeking new knowledge. We have really good feedback loops. And so, we can make decisions based on small experiments because we’re going to continue to get bigger feedback loops and more reliable data over time. Especially as we deliver and we do live production prototyping, we actually can get large-scale data. I don’t want to start there because we’re never going to ship anything.
So there is legitimately a valid reason why we can work on small data, but it’s an unfair question, because we’re not holding anybody else in business to that standard.
Lenny: Along those lines, when does it make sense to run an experiment versus rely on user research? Do you have a mental model for how you think about that?
Teresa Torres: Our language around this is terrible. It’s so ambiguous. What’s an experiment? What’s user research? I would say experiments are user research. I’m trying to just dramatically simplify this.
I think from a discovery standpoint, we have two core activities: qualitative interviewing and assumption testing. And so, with qualitative interviewing, we’re trying to learn about the opportunity space. Where do we see unmet needs, pain points, and desires? Interviewing is not the only way to identify opportunities. Observations are actually a better way. I focus on interviewing because it’s something we can do sustainably week over week. Most teams don’t have the ability to observe their customers every week.
On the assumption testing side, for me, anything that helps us evaluate a solution where we’re starting with a very specific assumption is an assumption test. So we have experiments that I actually don’t even think we should be running, because they’re testing the whole idea before we have any idea if that idea has a strong foundation. They’re taking too long. They cost too much money. They’re taking too much time. So how do I break this down?
The first thing is we have to learn how to take an idea and break it into its underlying assumptions. We have to learn how to prioritize those assumptions. Then we have to learn how to run tests that are small enough that they’re just testing that assumption.
This is all critical because it’s what makes continuous discovery sustainable. I tell people to work with three ideas at once, and teams are struggling to test even a single idea. So how’s that sustainable? Well, that team that’s struggling to test a single idea is still stuck in project-based research world. They’re running experiments that take weeks to get results.
Whereas when I talk about assumption testing, I’m working with a team that’s running half a dozen to a dozen assumption tests in one week, and those assumptions span three ideas. At the end of the week, they can start to compare and contrast those solutions. So we’ve got to shift our methods. Continuous discovery is sustainable if we change our behavior, if we change our habits.
Lenny: For folks that want to learn more about assumption testing, continuous discovery, all the things that you’ve been chatting about, where can they find you online and find these courses online?
Teresa Torres: Yeah. So first I’ll mention the book, Continuous Discovery Habits. It’s available at bookstores around the world. It’s in EPUB, paperback, and Audible. Then I do blog about all of this at producttalk.org and our courses are at learn.producttalk.org.
Lenny: Awesome. I also love to ask guests, how can listeners be useful to you?
Teresa Torres: Since the book has come out, the reaction has been unbelievably amazing and a lot of fun. And I’m a little bit overwhelmed by people in the industry who have never been exposed to this way of working having a lot of skepticism that it’s possible.
So here’s how listeners can be helpful. I didn’t make up this way of working. This way of working evolved from teams figuring this out. I see it as I’m looking at how do I collect sustainable practices, making it as easy as possible for other teams to work this way?
So I think the way listeners can help me is if you’ve never been exposed to this and you have healthy skepticism, that’s awesome. And just ask yourself, imagine if this worked, imagine if this was possible, because I get really tired having to explain to people there really are teams that work this way. I’m sorry that you’ve never been exposed to it, but there really are teams that have worked this way. If you’ve never been exposed to that, go look for it. There’s lots of evidence of it on the internet.
Lenny: Amazing. I’m hoping our chat helps fight the fight for that changing of minds. Teresa, thank you so much for being here. I had a blast. I learned a lot. Thank you.
Teresa Torres: Lenny, thanks so much for having me. This has been fun.
Lenny: That was awesome. Thank you for listening. If you enjoyed the chat, don’t forget to subscribe to the podcast. You could also learn more at lennyspodcast.com. I’ll see you in the next episode.
Glossary
| English | 中文 |
|---|---|
| adjacent teams | 相邻团队 |
| assumption testing | 假设测试 |
| continuous product discovery | 持续产品发现 |
| dependencies | 依赖关系 |
| feature factory | 功能工厂 |
| individual contributor | 独立贡献者 |
| interview protocols | 访谈提纲 |
| Lenny | Lenny |
| live production prototyping | 生产环境原型测试 |
| opportunity solution tree framework | 机会解决方案树框架 |
| opportunity space | 机会空间 |
| outcome-oriented | 以结果为导向 |
| pain points | 痛点 |
| project-based research | 基于项目的研究 |
| qualitative interviewing | 定性访谈 |
| skill stacking | 技能叠加 |
| small data | 小数据 |
| Sunstein | Sunstein |
| Teresa Torres | Teresa Torres |
| Thaler | Thaler |
Reformatted by reformat_english.py
在产品管理领域,如何从关注“产出”真正转向关注“结果”,始终是团队面临的结构性难题。Teresa Torres在这篇深度对话中给出了极具实操价值的破局之道——持续产品发现。文章重点拆解了其标志性的“机会解决方案树”框架,这并非一张简单的视觉图表,而是为团队在复杂无序的探索中搭建的认知脚手架。Torres一针见血地指出,优秀产品的核心在于深耕“问题空间”,而大多数人却极易将其与“解决方案空间”混淆,从而在未界定清楚问题前就急于动手。本文将带你跨越这一普遍的认知陷阱,学会在问题空间中保持克制与从容,进而探寻出真正契合用户需求的产品解法。
通过持续产品发现(continuous product discovery)打造更好的产品 | Teresa Torres
Lenny: Teresa Torres 是一位演讲者、教师、顾问、产品教练,也是《Continuous Discovery Habits》一书的作者,这本书在我的新闻邮件 Slack 社区里始终稳居推荐榜首。我也非常确信,就合作过、教导过以及影响过的产品经理数量而言,Teresa 跻身全球前五。在本次对话中,我们将深入探讨两个话题:一是机会解决方案树框架(opportunity solution tree framework),这看似简单,但一旦掌握便极其强大;二是深入探讨如何在团队内部建立一套定期与客户沟通的系统。我们探讨了如何为增加客户交流和新研究的时间寻找理由,人们在访谈中最常犯的错误以及如何更好地进行客户访谈,如何实现流程自动化以节省时间,还有许多其他能让你和你的组织更贴近客户的方法。Teresa 非常出色,我迫不及待地想让大家向她学习。
Lenny: Teresa,非常感谢你的到来。我不知道你知不知道,你的书在我的 Slack 社区里始终是排名第一的推荐书目。此外,我个人也从你的文章、推文以及你分享经验的各种方式中学到了很多。所以,我非常兴奋能深入探讨持续产品发现(continuous product discovery)以及你教授的所有内容。再次感谢你的到来,欢迎你。
Teresa Torres: 谢谢,Lenny。我很高兴来到这里。
受众规模与行业影响
Lenny: 通过你的咨询和课程,你大概合作过多少位产品经理?给我们一个大概的数字就好。
Teresa Torres: 这是个好问题。我知道通过 Product Talk Academy,我们目前大约有 11000 名学生。我不太擅长更新我们主页上的数字,我觉得上面可能还写着 8500 左右。但官方统计我认为我们刚刚要突破 11000 大关,这对我来说有点难以置信,也觉得非常有意思。然后在教练指导方面,是几百人的规模,而不是几千人,显然因为教练指导是截然不同的一项工作。所以,我大概会说可能有 12000 人吧。
Lenny: 这太不可思议了。你可以说这也许让你跻身合作产品经理数量最多的前五名产品经理导师或意见领袖之列吗?粗略估计一下,好让大家有个概念。
Teresa Torres: 我甚至都不知道该怎么评估。我依然会想起一些对我产生影响的早期先驱,看到他们中的一些人现在推荐我的书,这真的让人感到难以置信。这非常酷。
Lenny: 是的,有时候我对我的新闻邮件也有同感。我会想,哦,嘿,这个我一直视为传奇的人物现在竟然在分享我的东西。这太疯狂了。在进入对话的核心之前,简单为你自己的网站和了解你所做的一切打个广告,大家在听我们聊天的同时可以去看看什么网站?
Teresa Torres: 好的。我的网站是 producttalk.org。然后还有一些内容,比如我在 producttalk.org/blog 上的博客。我们每月发布两篇文章。此外,我们在 learn.producttalk.org 上有大量与发现相关的课程。
Lenny: 太棒了。我们最后会再多聊聊这个。所以在这次对话中,我希望能涵盖两个主要话题,这也是这些年来我从你这里学到最多的东西。一是机会解决方案树框架。二是持续产品发现的整体理念以及实现它的各种方法。听起来可以吗?
Teresa Torres: 听起来很棒。
机会解决方案树框架
Lenny: 好的。那我们就从机会解决方案树框架开始,它是一种非常简单但极其强大的方式,可以将你的战略、杠杆、优先级排序、获得支持以及让所有人达成共识可视化。这可能是你输出的内容中我最常向别人分享的东西。所以,我很想先从什么是这个框架、它为人们解决了什么问题,以及人们如何将其应用到他们的产品问题中开始聊起。
Teresa Torres: 这个问题问得很好。首先,它只是一个非常简单的视觉图。有趣的是它看起来是如此简单,因为要在实践中使用它真的很复杂。在反复教授它并看到人们在哪里遇到困难后,我对此确实有了新的认识。所以它是一个树状图,就像决策树一样。它以结果作为树的根部开始,然后分支到机会空间,接着分支到解决方案,甚至可能从那里再分支到假设测试。它的目的是,我认识到,虽然作为一个行业,一些公司正从关注产出转向关注结果,但大多数产品团队并不真正知道如何管理这个非常复杂的问题,即我如何从一个结果出发并弄清楚要构建什么?这是一个非常非结构化、完全开放且困难的难题。许多团队是通过被要求“构建这些功能”来学习如何做构建产品这份工作的。这是一个非常有结构的、好的,我只需要产出一些工作成果的问题。因此,我们要求团队从根本上做一种完全不同类型的工作,我认为团队需要一些脚手架来知道如何实现这种转变。所以,机会解决方案树的目的就是,我如何为这个广阔、混乱的问题添加一些结构。
流媒体娱乐的例子
Teresa Torres: 至于它为什么看起来简单但在实践中却非常困难,问题就在于,什么是机会,我又该如何构建机会空间?我可以告诉你,机会就是未被满足的需求、痛点或渴望,这听起来很好。但我也可以告诉你,98%写下机会的人实际上写出的都是解决方案。因此,我们往往很难区分问题空间与解决方案空间。我认为优秀产品的核心,就在于能够真正适应问题空间或机会空间,真正花时间去妥善界定问题,并在我们跳转至解决方案之前,深入理解到底需要什么。但这与我们大脑的运作方式恰恰相反。因此,教会人们在停留在问题空间时对这种不适感感到自在是很困难的。我的意思是,我看到人们写博客分享他们如何使用机会解决方案树,我都会有点想哭,因为他们的机会空间全都是解决方案。我不想贬低别人的博客文章,但在我努力教授如何做好这件事时,我也不希望这些糟糕的例子流传在外。所以除了我自己写博客分享好的例子之外,我还没找到处理这个问题的合适分寸。
Lenny: 能不能举一个树的例子,让它更具体一点,比如关于你合作过或你思考过的某个公司或产品?
Teresa Torres: 可以。我喜欢用流媒体娱乐作为例子,因为世界上每个人都熟悉 Netflix。如果考虑他们的机会空间,我建议团队使用体验地图来构建机会空间,比如从你的结果出发。如果我们以 Netflix 为例,如果你想让我更多地参与 Netflix,我想了解的是人们使用流媒体娱乐来消遣时的体验是什么。这个范围可能甚至比 Netflix 更广。如果你看 YouTube TV,那对我来说可能同样值得学习和了解。因此,我构建机会空间的方式是,去观察通过流媒体娱乐消遣的整体体验是什么样。这可能表现为:首先有一个触发点,我需要决定看点什么;然后是如何决定看什么的体验?这通常与我在哪个平台上观看交织在一起。它们有时是混合的,因为也许你决定的是“我想看《权力的游戏》”,这会立刻把你引向 HBO Max;或者你会想“嗯,我想看部电影”,那我可能在任何平台上。接着是评估过程:这部电影好不好?它看起来像我想看的吗?然后我会进入准备观看的阶段,观看体验好吗?对于很多此类平台来说,还有一个观看后的体验,比如我是否会鼓励你继续观看,等等。
这就是我构建该机会空间的方式,仅仅是梳理出这些截然不同的时间节点。然后我要捕捉的是,在每个节点之下,出现了哪些需求、痛点和渴望?如果我们只关注“如何决定看什么”这一环节,会出现各种需求。有些非常具体,比如我脑子里有个电影名字,只是不知道怎么找到它。这是一个痛点。或者,嘿,我之前在看一部剧,怎么回到那一集?这也是一个痛点。但也有一些是宏大的媒体机会,比如我无法判断这部剧到底好不好。所以我刚才说的一切,里面都没有解决方案。事实上,无论我在 Netflix 还是在 Hulu 工作,我们的机会空间可能看起来都非常相似。我们选择攻克哪些机会以及如何解决它们,可能会截然不同。但人类的核心需求,即在我们日常生活中消遣时你的体验是什么,是非常相似的。我认为那些打造出真正优秀产品的公司,无论是出于直觉还是刻意为之,都会花时间去真正理解那段旅程是什么样,那些需求和痛点是什么,以及我们如何创造一种真正无缝的体验。
机会空间的颗粒度与节奏
Lenny: 我们会在节目笔记中附上博客文章和几个示例的链接,这样大家就可以直观地看到它,因为我知道我们正在试图用语言来描述它。一个快速的跟进问题。假设你有这样一棵树,结果是让人们看更多 Netflix。我想你建议在结果之下最多设置三到五个杠杆。对吗?其余的只是放在其他地方?
Teresa Torres: 是的,这是一个非常好的问题。所以在最顶层,我倾向于将这些机会映射到体验地图的步骤中。所以在那个 Netflix 的例子里,就是我想看点什么的触发点、决定看什么、观看体验。我确实发现,哦,是米勒的神奇数字吗?七加减二的规则相当好用。我想说九个可能就太多了。所以我可能会说在三到七的范围内。这只是因为这样你可以在认知上处理你的树状图。我涉及的另一个问题是,随着你在树上垂直向下移动,你的机会会变得越来越小,这对于帮助我们解锁持续节奏非常关键。如果我从“我无法决定看什么”这个例子开始,这是一个非常庞大且棘手的常青问题。只要 Netflix 还在运营,他们可能就会一直有人专注于这个问题。但我们可以解构它。也许我找不到想看的东西是因为我不知道这部剧好不好。然后我们可以去了解人们是如何评估剧集的。也许其中有一个小机会,即“演员阵容是谁”?这是我评估一部剧的方式之一。现在我们进入了一个我们实际上可以解决的机会。
这就是另一个好处。随着我们顺着树向下探索,我们会遇到越来越小的机会。我们找到了实际上可以着手解决的问题。我们仍然在为那个更大、更难的问题做出贡献。因此,它让我们能够获得一个全局视角,看到我们可以在哪些地方发力,然后我们就可以做出更战略性的决策,决定我们究竟想在哪些地方发力。而且它非常以客户为中心,因为它真正关注的是你此刻的需求是什么?我怎样才能帮助满足它?
Lenny: 对于正在收听的 PM 们,或许还有创始人们,如果他们觉得“这听起来真的很有用,我想创建我自己的小机会解决方案树”,我知道这是一个很大的问题,但你是如何确定每个步骤里该放些什么的呢?无论多么简短,你能给大家一些指导吗?
Teresa Torres: 是的。所以这之所以这么难是因为……我的意思是它听起来很简单,但这就是它难的原因。机会源于我们客户的故事。我认为大多数人在访谈时,并没有收集故事。所以如果,Lenny,我要访谈你关于你的 Netflix 体验,绝大多数产品团队会说类似这样的话:“嘿,Lenny,你喜欢在 Netflix 上看什么?你是怎么决定看什么的?”我们在脱离语境地问这些直接的问题。这样做的挑战在于,我们从人类心理学和认知心理学中知道,我们并不擅长脱离语境回答这些问题。实际上,这听起来有点怪。我们非常擅长回答它们。你的大脑会想出一个快速的答案,但那个答案不一定反映你的行为,并且它缺失了语境和细微差别。
你可以告诉我,“我就是喜欢动作片。我总是找动作片看。”我无法想象你的体验。我不知道你看动作片的体验是什么。我只是收集了一个关于你的事实。但如果我问你,比如,“告诉我你上次看电影的经历”,现在我可以收集到诸如你在哪里、你和谁在一起、为我设定场景、先发生了什么以及你是如何选择那部电影的这类信息。我会得到所有那些直接问题的答案,但它是建立在这个具体实例的基础上的。这将会可靠得多。并且我将开始听到未被满足的需求、痛点(pain points)和欲望。
真正强大的地方在于,我可能会听到你甚至自己都没意识到的需求。我们太习惯于一切都很平庸了,我们甚至没有意识到我们拥有的很多需求。但是当我们讲述我们的故事时,特别是如果你开始训练你的耳朵去听这些,你就会开始听到那些需求。所以让这件事变得困难的第一点是,你必须善于访谈。我认为访谈是一项被严重低估的技能。被严重低估的技能。所以第一件事就是,如果你在访谈中没有收集到丰富的故事,那么识别机会就会变得非常困难。
然后第二点是,你必须能够听到那些机会。如果你仍然纠结于什么是机会、什么是解决方案,那就很困难了。然后第三点是机会的构建。我相信机会应该非常具体。在流媒体领域一个非常棒的机会是,用 Apple TV 遥控器在屏幕上选择特定字母来输入密码很困难。如果有人用过 Apple TV,尤其是旧版遥控器,它不是一个非常精确的设备。在那个愚蠢的屏幕键盘上选择那些字母是一个可怕的痛点。它在我们输入密码时会出现,在我们搜索电影名称时也会出现。这是一个非常具体的机会。
这样做的价值在于我们可以解决它。然而团队往往倾向于将机会构建成类似“我希望这个更容易使用”的样子。好吧,那我们可以花一辈子去让这个产品更容易使用。你到底在为谁解决什么问题?所以,我们是在技能叠加。然后我们必须善于访谈。我们必须能够听到机会。我们必须能够很好地构建它们。然后,为了构建机会空间,我们必须能够提取出这个通用的体验地图,在看似独特的故事之间进行结构化。
所以这里面涉及很多技能。我希望我能直接说,“嘿,Lenny。这超级简单。每个人都应该这样做。我认为它非常强大,而且我看到它改变了团队的游戏规则。”但这很难。当我在课堂上教这个时,我会告诉我的团队,我说,“看,我们将专注于构建一个机会空间,我可能会让你们思考得比你们在工作中曾经需要思考的还要辛苦”,因为我们在工作中并没有思考那么多。我们从一个会议赶到另一个会议,我们很多时候停留在表面,而我这里带来了这个真正困难的批判性思维练习。
但我只是从那些愿意投入这项工作的团队身上看到,它确实是一个改变游戏规则的事物。你对你的客户需要什么有了更深的理解,并且你构建了更好的产品。
Lenny: 天哪,深度思考。
Teresa Torres: 是的。
Lenny: 没意思,但这太重要了。我想聊聊访谈,以及你关于如何进行访谈的所有建议。但在我们谈到那个之前,关于机会解决方案的工作还有最后一个问题。所以整个想法是以结果为导向进行思考。正如你所说,很多公司的产品团队就像,“为我们构建这些东西。别管我们为什么要做这些。”如果你的公司是后一种情况,更像是一个功能工厂,你能用这个框架来推动团队和公司朝着一个以结果为导向的方向发展吗,还是说有更直接的方法来解决这个问题?
应对功能工厂的策略
Teresa Torres: 是的。好的。让我们根据角色来谈谈这个问题。如果你是一个独立贡献者,并且你不在一家只有 10 个人的公司,我会说不要试图强推组织变革。组织变革是一个如此困难和混乱的问题。我觉得在这种情况下我会做的是,我只改变我个人工作的方式。这是我在每份工作中都会做的事。我的意思是我在试图改变组织时犯了很多错,但我也只是为自己开辟了一条以这种方式工作的路。我认为我们低估了自己这样做的能力有多大。所以即使你被分配了一个固定的路线图,你仍然可以找到客户去交谈。
我总是听到人们说,“我不被允许和客户交谈。”我会说,“好吧,嗯,你不在工作时,你的公司并不拥有你。我打赌你认识像你客户那样的人。你为什么不从那里开始呢?”所以我们想太多了。我们认为我们必须通过这些正式渠道,我们必须得到销售的许可。我们很多人,特别是如果我们从事消费品工作,直接去找一个像你用户那样的人就好了。但我也在 B2B 环境中看到过这样的情况,比如我和那个为医疗保健制作徽章的团队合作过,就是护士和医生用来解锁他们录入图表的工作站的徽章。这个团队,几周来一直遇到找不到客户交谈的问题。我只是说,“嘿,你们中有谁在个人关系网里认识医生或护士吗?”那个产品经理说,“有啊,我有两个叔叔是医生。”“哈。也许我们可以从那里开始。”去找人谈谈。
我认为即使你没有被分配以结果为导向的任务,如果你做了这些工作去理解这些是对你产品的业务重要的结果,它可能要从你的商业模式开始,然后努力去理解你正在做的工作是如何对此做出贡献的。我们每天做出的所有那些微小的决定,即使你被规定了解决方案,你也会做出更好的决定,因为你对你的业务需要什么有了更完整的背景。你对你的客户需要什么有了更完整的背景。
所以我认为对我们大多数人来说,如果你在一个独立贡献者的角色中,只管专注于自己培养这些习惯。我总是感到惊讶,我曾经总是惊讶于我通过忽略我周围的所有人以及他们是如何工作的,并找到一种方法来做这件事,我能做到多少。
Lenny: 我喜欢这一点,因为它让你能够自我赋能,而不是等待许可或借口。这对于任何角色来说总是一个成功的秘诀,尤其是对那些可能对他们公司的工作方式感到恼火的 PM 来说。
Lenny: 这是一个非常好的过渡,引出我们关于持续产品发现的第二个话题。我们已经触及了它的很多要素,比如访谈、理解痛点等等。那么,也许为了稍微打下一点基础,什么是持续产品发现?你的书就是以它命名的。你当然在这方面很有研究,这也是持续产品发现的总体理念。
Teresa Torres: 是的,让我们从头开始。我们经常谈论发现,并将其与交付进行对比。发现只是用来描述我们为了决定构建什么而做的工作。所以每个人、每家公司都在做发现。每个人都在对构建什么做出决定。
过去20年里,有几个趋势一直在缓慢演变。其中一个是我们认识到,如果我们要对构建什么做出好的决定,我们可能应该在这个过程的某个环节把客户包括进来。所以我教授一种以客户为中心的发现观。让我们建立一些反馈循环,来看看我们是否做出了正确的决定,或者是否做出了好的决定?因为在这里可能没有绝对正确的决定。
因此,我们在各个领域看到了第二个趋势,那就是我们认识到数字产品永远没有完成的时候。这不是说 Netflix 团队有一天会来上班然后说:“嘿,我们的产品够好了。”我们总是在迭代,总是在改进。客户需求总是在演变。我们总是能做更多。
所以,我们看到了一种从项目心态的转变,这种心态在我们只是试图把产品放上商店货架的那个时代是行得通的。我们设计它们,构建它们,制造它们,把它们放上商店货架,我们就完成了。我们继续做下一件事。
但对于数字产品,没有“完成”这回事。所以我们看到了向更多连续心态的转变。我们在不断地演进我们的产品,这意味着我们在不断地对构建什么做出决定,因此,我认为我们需要在这个过程中持续地让客户参与进来。所以对我来说,我将持续产品发现定义为建立这些持续的反馈循环。
Lenny: 太棒了。这是一个非常简单清晰的思考方式,因为,是的,广泛来说这就像是一个人们需要习惯的新术语。我想你看到我在 Twitter 上发过征集,让人们向我提问关于持续产品发现的问题来问你。所以,我会在这次交谈中尽可能多地塞进这些问题。其中一个实际上是关于当你的领导告诉你没有时间做发现时,你该怎么办?
Teresa Torres: 是的,这是个棘手的问题。我认为这源于旧有的基于项目的研究方法。所以我们大多数时候没有时间停下正在做的事情去做一些研究。我不是在轻视研究。我的意思是我曾担任过用户研究员。研究是至关重要的。如果我们有做长期纵向研究的奢侈条件,我们可能会构建出更好的产品。那不是我们的商业环境。我们的企业期望我们交付持续的价值,所以我们需要看看如何匹配这种节奏。我认为持续产品发现真正好的地方在于,在访谈方面,在发现机会方面,你每周只需做一次访谈就可以做到。
假设测试。人们总是问我:“我应该在假设测试上花多少时间?”我不知道如何回答这个问题,因为对我来说,假设测试和交付是同一项工作。假设测试是你交付的开始。我不知道一个在哪里开始,另一个在哪里结束,这在概念上有点难以理清,但也许我们可以通过一个例子来讨论。
所以当有人说“我没有时间做发现”时,我认为他们真正的意思是“我没有时间做基于项目的研究”,我同意这一点。我们没有时间做基于项目的研究。所以如果我得到这种反对意见,我想寻找的是,好吧,我绝对不要……人们会犯这样的错误,认为我们不应该把没有经过适当发现的东西放进待办列表中。这不是真的。我们待办列表中的每一个东西都是一个赌注,每一个都是。无论我们是否做发现,一切都是赌注。发现只是帮助我们在下注时下得更好。现在有时候在我们的组织中,我们需要做大量的发现,并尽可能下一个好的赌注。但有些时候我们可以下一个有风险的赌注。在商业中有些时候下有风险的赌注是合理的。如果你工作的地方所有的赌注都是有风险的,因为你们做的是零发现,那么扼杀任何发现欲望的最好方式就是说:“让我们在做发现之前停止下注。”不,别那样做。继续下注。与此同时,开始做一些发现,这样最终那些赌注会变得更好。
我认为人们犯这个错误的原因是他们把它看作是阶段。首先我发现,然后我交付。不,你总是在交付,你也总是在发现。你越是建立这种发现习惯,随着时间的推移,那些赌注就会变得越好。所以不是你先做其中一个然后再做另一个。而是你总是同时在做两者。总是同时做两者的好处是,随着时间的推移你会下更好的赌注。
自动化访谈招募
Lenny: 你说过你每周只需要一次会议,比如一个小时就可以做到。我知道你有一套推荐给人们的系统来让这个过程自动化,这样你就不用一直去打扰你的客户:“嘿,这周能和你聊聊吗?”你能分享一下这个吗?
Teresa Torres: 好的。所以在我的书《Continuous Discovery Habits》中,我确实分享了一些自动化招募过程的最常见方法。这个想法来源于……几年前《Nudge》刚出版时我刚好读了它。他们有这样的想法:当你在设计选择架构时,如何让你想要看到的行为比不采取该行为更容易被采纳?所以我开始在访谈的背景下思考这个问题。我希望看到产品团队每周都进行访谈。那么我如何让他们这样做比不这样做更容易呢?好吧,我们很多人都有每周都要参加的周期性会议,因为它们在我们的日历上。所以我只是开始思考,如何让访谈成为一个周期性会议?我能不能做到,当你在周一早上醒来时,你的日历上就有一个访谈,而你实际上什么都没做就让它出现在那里?
因此,有几种方法可以思考这个问题。最常见的策略是允许你的客户在使用你的产品或服务时选择加入。所以几乎每个人都见过嵌入在产品中的 NPS 调查。这现在已经非常普遍了。同样的想法,但不是说“你会向朋友或同事推荐我们的产品或服务吗?”,而是说“你有20分钟的时间和我们聊聊吗?”如果他们说是,你发给他们一些日程安排软件,他们在你的日历上挑一个时间,瞧。你就安排好了一个访谈。
你显然可以做得更高级。你在哪里展示它?你向谁展示它?你对它做了多少定制?你如何定位它?但核心思想是在你已经获得他们注意力的时候让人们选择加入。这对消费者和 B2B 终端用户非常有效。如果你试图联系买家和决策者,同样的想法,但使用你内部那些已经在和这些人通电话的团队。所以销售人员、客户经理,也许还有支持人员,他们每天一整天实际上都在和这些人通电话。所以与其使用你的产品来招募,你可以使用这些团队来招募。
Teresa Torres: 我所做的就是让团队每周定义一个触发条件,比如,“嘿,这周我们想找正在经历这种需求或痛点的人聊聊。如果你碰巧在和正在经历这种情况的人通电话,同样,直接使用日程安排软件,把它放在我们的日历上。”目标是让产品团队完全不参与。他们真的只需要出现并进行访谈。
Lenny: 太棒了。你有没有推荐的开箱即用的工具能让这变得简单?我知道 Calendly 可能是其中之一。
推荐的访谈安排工具
Teresa Torres: 有非常多。所以即使在日程安排方面,我认为 Calendly 在这个领域进行了创新,但也有很多快速追随者。我认为 Outlook 现在可以做这个,Google 也有一个工具可以做这个,甚至 Salesforce 也有一个工具可以做这个。所以如果你的销售团队是通过 Salesforce 安排日程的。然后在拦截方面,比如你如何询问他们?我们有调查工具。
我认为 Qualaroo 在这个领域进行了创新,然后 Ethnio 是一个快速追随者。但 Intercom 可以做这个,Usabilla 可以做这个,Chameleon 也可以做这个。Hotjar 甚至可能也能做这个。我们有太多的用户研究工具,它们现在都在启用这类功能。
保持开放心态与评估风险
Lenny: 太棒了。关于你实际进行访谈的时候,我们收到了一些 Teresa 粉丝的几个问题。一个是,当你已经知道解决方案应该是什么时,你如何保持纪律,保持开放的心态,并继续寻找可能更好的东西?
Teresa Torres: 是的。首先,你并不总是需要那样做。并非所有的解决方案都需要大量的发现。我认为这是一个常见的误解。我认为我们需要在属于我们核心产品体验或将成为差异化的东西上,做非常稳健、优秀的发现。如果忘记密码流程运行良好,而且你没有听到它是一个痛点,我们真的不需要在上面做非常出色的核心发现。
公平地说,Slack 凭借他们的魔法链接在忘记密码流程上做了一件很酷的事情。那是一个很好的创新,我认为它推动了行业向前发展。所以如果你想在上面做发现,很好,但你可能不需要。所以我认为首先要评估的是,我们正在下一个赌注。这个赌注涉及多少风险,我们需要减轻其中多少风险?
现在大多数公司认为任何赌注都没有风险,所以他们做零发现。如果你没有在你的产品中加入埋点并实际衡量这些解决方案的影响,你可能没有发现实际上存在很多风险。所以我认为你确实需要给你的产品加入埋点。你确实需要衡量你发布的每一个东西的影响,这样你就可以开始磨练你对想法中哪里存在风险的判断。
当你是发现领域的新手时,我建议你多做一些发现,这样你就可以开始磨练你对那种风险的判断。但是如果你正在处理一个对你的产品功能真正核心的机会,它是一个差异化因素,是你想确保拥有一个非常稳健、优秀的解决方案的地方,我认为防范你认为显而易见的解决方案的最好方法,是为同一个机会探索多个解决方案。
进行比较和对比。我们直觉上已经知道这一点。当你在寻找住处时,你不会只看一套公寓或房子。你会看多个,进行比较和对比。当你在找工作时,你不会只和一家公司谈。我们知道如果我们想做出好的决定,我们需要选项,我们需要评估每个选项的优缺点。在产品世界中也是如此。
所以如果你觉得这需要是一个真正好的解决方案,而我们面临一些挑战,我们对某一个过度投入了,那就是你需要增加选项的时候。
产品经理的角色与决策权
Lenny: 我很想听听你的见解,作为产品经理,应该有多少……理论上,你应该有一点不偏不倚,给人们机会改变你的想法,并提出你可能不同意的想法。另一方面,作为产品经理,你对正确的答案总是有看法的。就像在产品经理的职能中,对于最终做出的决定,产品经理应该拥有多大程度的话语权,你有看法吗?
Teresa Torres: 是的,这是一个艰难的问题。我的意思是,对此有非常强烈的观点。我的意思是,我看到有类似的说法,产品经理是决定者,他们是产品的 CEO。我个人认为这来自于有毒的商业文化。商业教会了我们,我们都扮演一个角色。我们有我们的职能孤岛。我有我的领地,你有你的领地,我们要玩内部办公室政治的游戏。我需要捍卫我的领地,你需要捍卫你的领地。
结果就是我们并没有真正地协作。当不协作时,我认为我们无法构建出非常好的产品。所以如果我们回到现实生活中,当你和朋友们在一起并试图完成某件事时,我举的例子是当你还是个小孩子玩耍时,你不喜欢先停下来问,“我的角色是什么?你的角色是什么?”我想这不是人类互动的方式。我们都在协作,我们都是直觉地这样做。商业教会了我们相反的东西。
我会忘记那个研究者的名字,但有一个非常酷的……棉花糖测试实验。你熟悉这个吗?给团队一些意大利面条、一些胶带、一些绳子和一个棉花糖。他们被要求建造一个结构,把棉花糖放得尽可能高。这个研究被做过很多次。它已经在很多不同的群体中被复制了无数次。这是一个非常酷的故事,因为幼儿园小朋友的表现几乎超过了所有的成人群体,包括 MBA 学生。这真的很说明问题。为什么会这样?
幼儿园小朋友只是开始做。他们不担心他们的规则。他们不担心谁负责。他们只是直接用蛮力进行试错。MBA 学生做什么?会有摆姿态的行为,比如谁有权力,谁是决策者,谁是对的?我们需要一个计划,我们需要有一个策略。他们把所有的时间都花在谈判这个政治社交空间上,而不是仅仅去做。我真的认为我们必须学会如何回到仅仅去做的状态。
高效协作的产品三人组
所以,人们认为我对这件事就像盲目乐观的天真,但我曾在这样工作的团队中工作过,我也指导过这样工作的团队,其中三人组真的是在做决定。所以三人组就是产品经理、设计师和软件工程师。如果你从未在一个运作良好的三人组中工作过,这会打破人们的认知,因为他们会说,“好吧,当我们意见不一致时我们该怎么办?”你要去寻找一个你们不会不一致的选项。
问题是,如果你只在一个孤立的、功能失调的团队中工作过,那听起来就像一场噩梦。但如果你在一个运作良好、一起把发现做得很好的团队中工作过,你们是在共同理解的基础上去工作的。所以你们的分歧会立刻大幅减少,因为你们是基于共同理解来工作的,而当你们意见不一致时,你会意识到,好吧,我们不同意,我们还没有最好的选项。你继续寻找那个更好的选项。
谈论这件事的困难在于,我完全理解可能 98% 的行业从业者从未在一个运作良好的产品三人组中工作过,这个想法听起来很疯狂。但我也在真正优秀的团队中一次又一次地在实践中看到过它,它有一种魔力。所以我将继续推广它,我希望最终我们能从 2% 提高到 3%。这将是我留在宇宙中的一点点印记。
Lenny: 是的。我刚才正想说,你正在帮助促成这种改变,我很期待这能成为人们的工作方式。所以,也许有一点可以带走的是,如果某件事你花了很多时间,并且给你带来了很大压力,这大概意味着你所在的公司或团队可能并不理想。
Teresa Torres: 我说这话的意思不是说你自己或你的队友有什么问题。这是商业文化的一种症状。这是我们被教导的工作方式。所以我们必须忘掉这些。我们必须学习新的工作方式。我们在课程中就这样做。我们在课程中强迫人们在团队中工作,有些人真的很讨厌这样。但我认为,学习如何在团队中良好协作,尤其是当存在不同观点、你们意见不一致以及如何调和这些分歧时,是产品工作中非常重要的一部分。
Lenny: 太棒了。回到发现和访谈上,我肯定想问问你,我不知道,两三个访谈技巧和最佳实践是什么/人们通常会做错的两三件事是什么,是他们应该尽量避免的?
访谈节奏与引出故事
Teresa Torres: 是的。第一点是他们问的问题。太多人写出那些谁、为什么、怎么做、长达50个问题的访谈提纲。这导致访谈的节奏不像自然的对话。所以我认为要记住的第一件事是,你只是在和一个人类交谈。我实际上告诉人们,如果你的访谈感觉像是在和哥们儿喝啤酒,那就是个好迹象。它就应该那么随意,那么像对话。
但如果我用50个问题对你连珠炮似的发问,我们是达不到那种状态的。我们要达到那种状态,靠的是我要收集你的故事。我要保持真正的好奇心。为了得到你的故事,我可能还是不得不对你连珠炮似的发问,因为存在这样一种对话规范,我说一些,你说一些。所以我必须教会你,我想要你的完整故事,并帮助你敞开心扉。所以这是其中一部分。就是对话的节奏真的应该感觉像自然的对话。然后第二部分是我们怎么做?技能是什么?我们如何引出那个故事?我在我们的访谈课上教过,你真的不需要去想该问什么。你可以只问一个问题就完成一整场访谈。事实上,让我们稍微角色扮演一下。Lenny,跟我说说你上次在流媒体娱乐服务上看东西是什么时候。
Lenny: 就在昨晚,我在 Disney+ 上看《欧比旺·克诺比》。
Teresa Torres: 好的。是的。太好了。好的,所以是昨晚。帮我设定一下场景。你在哪儿?
Lenny: 我在家,在沙发上,就躺着。
Teresa Torres: 好的。跟我说说你决定想看点什么的那一刻。
Lenny: 当时八点,我就想,“该看点什么了。”
Teresa Torres: 好的。这是你日常习惯的一部分吗?
Lenny: 是的,在晚上。这是一个放松、让大脑休息一下的好方法。好的,
Teresa Torres: 好的。所以你坐在沙发上,你决定是时候看点什么了。你接下来做了什么?
Lenny: 打开电视,去了 Netflix,没找到任何东西。去了 Prime,没找到任何东西。我就想,“哦对了,欧比旺。去看看那个吧。”
Teresa Torres: 好的。所以我真的可以通过只说“哦,你打开了 Netflix。接下来发生了什么?哦,你什么也没找到。怎么会呢?”来继续这整场访谈。我要做的只是对你的经历保持好奇。我的问题所做的只是帮你讲述时间线。设定场景。我把你重新置于那个时刻。让我们回忆你实际做了什么。那是晚饭后。你坐在沙发上。接下来发生了什么?我可以一遍又一遍地这样做。
所以,我们在访谈中变得糟糕的原因之一是,我们太担心下一个问题是什么,以至于我们停止倾听受访者。我们只是错过了我们被告知的一切。我们错过了那些像“哦,这里有一些摩擦。你找不到东西看。跟我说说这个。你在 Netflix 上考虑了什么?让我们深入探讨一下”的时刻。如果我在一个试图帮助你找到东西看的团队工作,那简直是一座金矿。你刚才告诉我你上了 Netflix,你上了 Prime。你在看什么,什么没有引起共鸣?是因为你都看过了吗?是因为它只是不符合你的偏好设置吗?那里有太多可以探索的东西。
但我看到大多数团队做的是停留在非常浅的层面。“哦,好的。所以你在 Prime 上看了欧比旺。太棒了。再跟我说个故事吧。”我们就这么失去了所有的价值。所以,其中一部分就是慢下来,几乎变得像个五岁小孩。你真的,与其说“为什么?为什么?为什么?”,你可以说“接下来发生了什么?接下来发生了什么?”现在有这样一种技巧,总结你听到的内容,表明你在听他们说话,把他们带回你想要更多细节的那个时刻。但是,是的,这改变了一切。当你收集故事时发生的事情是,你会听到那些你从未想过要问的事情。
Lenny: 分享这个也真的很有趣,因为我就像,“哦,这很有趣”,就是聊聊我做的事。
Teresa Torres: 我很高兴你刚说了那句话,因为人们会担心。你有多少次听到别人说类似……你问销售代表,“嘿,我能和你的客户谈谈吗?”他们会说,“我不想求他们帮个忙。”事实证明,如果你在访谈中收集故事,客户是很喜欢的。大多数时候,事实上你做了一场好访谈的标志,就是你的客户会说,“哇。我们什么时候还能再聊一次?”
Lenny: 哇。我喜欢那个。关于这点的另一部分你还没提到,就是有很多关注点在于你做了什么,而不是你会做什么或你能做什么。我想这是其中的一个重要部分。
聚焦实际行为而非假设
Teresa Torres: 产品人员从事的是改变行为的业务,理解和改变行为。我认为团队犯的一个非常大的错误是,无论是在他们的原型测试还是在访谈中,他们关注的是人们会做什么,人们想什么,人们为什么认为他们做某事。这都非常不可靠。这是一个垃圾进,垃圾出的情况。真正的衡量标准是告诉我你的行为。你实际做了什么?我们必须帮助人们做到这一点。
公司不同阶段的发现流程
Lenny: 别人问的另一件事我真的很想涉及,那就是随着你的公司从早期阶段发展到后期阶段,这个流程是如何变化的?
Teresa Torres: 是的。在理想世界中,它不会改变,原因如下。如果我有一个三人组,他们有一个结果,他们被授权去达成那个结果,他们每周都在访谈,他们在做假设测试以评估解决方案,他们在寻找要构建的东西,他们在推动他们的结果,那就是一个非常成功的团队。他们可以在一个三人的公司里这样做,也可以在一个十万人的公司里这样做。
主要的区别在于,在一个三人的公司里,没有相邻的团队。在一个十万人的公司里,有很多相邻的团队。所以,你可能有一些依赖关系需要管理。但你仍然应该从一个结果开始,被授权去追求它,被授权提出你自己的解决方案。在那个十万人的公司里会有所不同的是,你可能必须依赖设计模式和组件库来提供连贯的用户体验。你可能有一个在你旁边工作的团队,你需要与他们分享你的发现工作,并了解他们在做什么,因为你确实需要构建一个连贯的产品。
应对用户研究的质疑
Lenny: 我在大公司中,尤其是随着公司发展,看到过一种现象,那就是对用户研究有一点愤世嫉俗,具体来说就是你交谈的人数如此之少,而这居然能引导你做出决策。你如何回应这类担忧?
Teresa Torres: 我太喜欢这个问题了。我不知道为什么产品团队突然被要求达到一个其他人都无需达到的标准。当有人说出类似于“基于一次访谈做决策为什么可靠?”这样的话时,我只是把问题抛回去。告诉我你上周做出的决策。你跟多少客户交谈过?你使用了什么数据?
商业中的每个人都在零数据的情况下做决策。所以我只能说,一大于零。这有点轻率的回答,但这是事实。
当这个问题出现时,真实情况是这样的。我有一个与你不同的观点。我不喜欢你的结论,所以我要去挑刺。不幸的是,在产品世界里,商业中的每个人都对我们应该构建什么有自己的看法。因此,这就是我们面临的情况,我们也就被扣上了这个标准。
基于小数据做决策的原因
关于我们为什么能基于小数据做决策,我有一个真实的理由。我们从事的是改变行为的业务,而不是寻求新知识。我们有非常好的反馈循环。因此,我们可以基于小型实验做出决策,因为随着时间的推移,我们将继续获得更大的反馈循环和更可靠的数据。特别是当我们交付并在生产环境中进行原型测试时,我们实际上可以获得大规模的数据。我不想从那里开始,因为我们永远无法发布任何东西。
实验与用户研究的边界
Lenny: 顺着这个思路,什么时候适合运行实验,什么时候又该依赖用户研究?关于这点你有没有一个心智模型?
Teresa Torres: 我们在这方面的语言表达太糟糕了。它太模棱两可了。什么是实验?什么是用户研究?我会说实验就是用户研究。我只是在试图极大地简化这个问题。
我认为从发现的角度来看,我们有两个核心活动:定性访谈和假设测试。因此,在定性访谈中,我们试图了解机会空间。我们在哪里能看到未被满足的需求、痛点和渴望?访谈并不是识别机会的唯一方法。观察实际上是一种更好的方法。我关注访谈,因为这是我们可以周复一周可持续地做的事情。大多数团队没有能力每周观察他们的客户。
在假设测试方面,对我来说,任何能帮助我们评估解决方案,且我们从一个非常具体的假设开始的事情,都是一个假设测试。所以我们有一些实验,我甚至认为我们根本不应该运行它们,因为它们在我们还不知道这个想法是否有强大基础之前,就在测试整个想法。它们耗时太长。它们花费太多钱。它们占用了太多时间。那么我是如何拆解这个问题的?
首先是,我们必须学会如何获取一个想法并将其拆解为潜在的假设。我们必须学会如何对这些假设进行优先级排序。然后我们必须学会如何运行足够小的测试,使得它们仅仅是在测试那个假设。
这一切都很关键,因为正是这些让持续产品发现变得可持续。我告诉人们要同时处理三个想法,而团队甚至在测试一个单一想法时都很挣扎。那这怎么可持续呢?好吧,那个连测试一个单一想法都很挣扎的团队仍然被困在基于项目的研究世界中。他们正在运行的实验需要数周时间才能得出结果。
而当我谈论假设测试时,我合作的团队在一周内会运行六到十二个假设测试,并且这些假设跨越了三个想法。在周末,他们就可以开始比较和对比这些解决方案。所以我们必须转变我们的方法。如果我们改变我们的行为,如果我们改变我们的习惯,持续产品发现就是可持续的。
了解更多资源
Lenny: 对于那些想了解更多关于假设测试、持续产品发现以及你聊到的所有事情的人,他们可以在网上哪里找到你,并在哪里找到这些课程?
Teresa Torres: 好的。首先我会提到这本书,《Continuous Discovery Habits》。它在世界各地的书店都有售。有 EPUB、平装本和 Audible 版本。然后我会在 producttalk.org 上撰写关于这些内容的博客,我们的课程在 learn.producttalk.org。
听众如何提供帮助
Lenny: 太棒了。我也很喜欢问嘉宾一个问题,听众怎样才能帮到你?
Teresa Torres: 自从这本书出版以来,反响令人难以置信地惊人,也非常有趣。我有点被行业中那些从未接触过这种工作方式的人压得喘不过气来,他们对这种方式的可行性抱有极大的怀疑。
因此,听众可以这样提供帮助。我没有发明这种工作方式。这种工作方式是由团队摸索出来的。在我看来,我正在研究如何收集可持续的实践,让其他团队尽可能容易地以这种方式工作?
所以我认为听众能帮到我的方式是,如果你从未接触过这种方式并且你有健康的怀疑态度,那太棒了。只要问问你自己,想象一下如果这行得通,想象一下如果这是可能的,因为我真的厌倦了不得不向人们解释确实有团队是这样工作的。很抱歉你从未接触过它,但确实有团队是这样工作的。如果你从未接触过那种情况,去找找看。互联网上有很多关于它的证据。
Lenny: 太棒了。我希望我们的对话能帮助打赢改变人们观念的这场仗。Teresa,非常感谢你的到来。我很开心。我学到了很多。谢谢你。
Teresa Torres: Lenny,非常感谢你邀请我。这很有趣。
Lenny: 那太棒了。感谢您的收听。如果您喜欢这次对话,请不要忘记订阅播客。您也可以在 lennyspodcast.com 上了解更多信息。我们下期再见。
术语表
| 原文 | 中文 |
|---|---|
| adjacent teams | 相邻团队 |
| assumption testing | 假设测试 |
| continuous product discovery | 持续产品发现 |
| dependencies | 依赖关系 |
| feature factory | 功能工厂 |
| individual contributor | 独立贡献者 |
| interview protocols | 访谈提纲 |
| Lenny | Lenny |
| live production prototyping | 生产环境原型测试 |
| opportunity solution tree framework | 机会解决方案树框架 |
| opportunity space | 机会空间 |
| outcome-oriented | 以结果为导向 |
| pain points | 痛点 |
| project-based research | 基于项目的研究 |
| qualitative interviewing | 定性访谈 |
| skill stacking | 技能叠加 |
| small data | 小数据 |
| Sunstein | Sunstein |
| Teresa Torres | Teresa Torres |
| Thaler | Thaler |
此文档由 AI 分片翻译(translate_long_document)