Design Problems - Lack of (trustworthy) data - Disconnect from users - Managing risky assumptions PO Problems - Not sure where to start - Risk of spending time on low value opportunities - Being asked…so what?
So…let’s do some research! “One in five employees either report that their most recent onboarding was poor…or that they received no onboarding at all” Gallup Analytics 2021
Value Tree 101 • Also referred to as a driver tree or KPI tree • Way of visualising how metrics connect up to higher level outcomes • Helps teams focus on and prioritise impactful work
Building a Value Tree • Desired outcomes that are attached to a strategic objective • For example • Financial: Increase revenue • Sustainability: Carbon footprint • Strategic: Reputation 1. Business Outcomes
Building a Value Tree 1. Business Outcomes 2. Value Drivers • Desired outcomes that are attached to a strategic objective • For example • Financial: Increase revenue • Sustainability: Carbon footprint • Strategic: Reputation • How we are going to impact the business outcomes • For example… • Financial: Sales of X • Sustainability: Carbon emissions • Strategic: Awareness
Building a Value Tree 1. Business Outcomes 2. Value Drivers 3. Key Metrics • Desired outcomes that are attached to a strategic objective • For example… • Financial: Revenue • Sustainability: Carbon footprint • Strategic: Reputation • How we are going to impact the business outcomes • For example… • Financial: Sales of X • Sustainability: Carbon emissions • Strategic: Awareness • How we are going to benchmark and measure change • Consider leading and lagging metrics
Our value tree Key Metrics Value Drivers Business Outcomes Strategic Objective Financial Increase Revenue Employee Productivity Time to complete onboarding for graduates Time to complete onboarding for experienced hires Time to complete onboarding for contractors Decrease Costs Employee Retention ESAT (Leading) Annual Voluntary Turnover Rate (Lagging)
Questions & Assumptions Impact Certainty/ Probability Onboarding is suboptimal It takes 2 weeks for employees to be productive What is slowing enablement down?
• Consider what stage you are at and the level of certainty required • Align with stakeholders on the value drivers and metrics to consider Research fidelity is an important consideration.
• Consider what stage you are at and the level of certainty required • Align with stakeholders on the value drivers and metrics to consider • Find out what data is already available Research fidelity is an important consideration.
• Consider what stage you are at and the level of certainty required • Align with stakeholders on the value drivers and metrics to consider • Find out what data is already available • Do just enough to fill the gaps Research fidelity is an important consideration.
Focusing ideation with research How might we… ensure that new starters have the role specific information that they need So that… they are empowered to do their best work on day 1.
Focusing ideation with research How might we… ensure that new starters have the role specific information that they need So that… they are empowered to do their best work on day 1. Highlight the user and their needs
Focusing ideation with research How might we… ensure that new starters have the role specific information that they need So that… they are empowered to do their best work on day 1. Highlight the user and their needs Clearly state the objective
Focusing ideation with research How might we… ensure that new starters have the role specific information that they need So that… they are empowered to do their best work on day 1. Avoid mentioning solutions Highlight the user and their needs Clearly state the objective
Connecting ideas to value We believe that (solution), (for these people) will achieve (benefit). We will know that we are successful when (key metric outcome).
Connecting ideas to value We believe that (solution), (for these people) will achieve (benefit). We will know that we are successful when (key metric outcome). Buddy system Welcome pack Trello board
Connecting ideas to value We believe that (solution), (for these people) will achieve (benefit). We will know that we are successful when (key metric outcome). Buddy system Welcome pack Trello board Buddy system
Connecting ideas to value We believe that (solution), (for these people) will achieve (benefit). We will know that we are successful when (key metric outcome). Buddy system Welcome pack Trello board Buddy system Graduates
Connecting ideas to value We believe that (solution), (for these people) will achieve (benefit). We will know that we are successful when (key metric outcome). Buddy system Welcome pack Trello board Buddy system Graduates Ongoing, tailored support
Connecting ideas to value We believe that (solution), (for these people) will achieve (benefit). We will know that we are successful when (key metric outcome). Buddy system Welcome pack Trello board Buddy system Graduates ESAT Ongoing, tailored support
1. Capture the process and connect it to the value drivers and baselines. What can this look like? 2. Input assumptions to calculate the addressable value (removing overlaps) and opportunity size (the impact of potential solutions).
Bringing numbers to life What is our data telling us? What are people telling us? - ESAT for onboarding is low - Onboarding activities can run for over 2 weeks - The approach to onboarding is not fit for purpose - Add your story here
Bringing numbers to life What is our data telling us? What are people telling us? What impact is this having/ projected to have on the business? - ESAT for onboarding is low - Onboarding activities can run for over 2 weeks - The approach to onboarding is not fit for purpose - Add your story here - Last year over 500 hours has been spent on onboarding - Projected to increase this year with new graduates starting
Bringing numbers to life What is our data telling us? What are people telling us? What impact is this having/ projected to have on the business? Recommendations and expected benefits - ESAT for onboarding is low - Onboarding activities can run for over 2 weeks - The approach to onboarding is not fit for purpose - Add your story here - Last year over 500 hours has been spent on onboarding - Projected to increase this year with new graduates starting
Opportunity Canvases Problem(s) Solution(s) Unique Value Proposition Unfair Advantage Customer Segments Early Adopters Existing Alternatives Key Metrics Short Concept Channels Cost Value Inefficient onboarding not meeting user needs
Opportunity Canvases Problem(s) Solution(s) Unique Value Proposition Unfair Advantage Customer Segments Early Adopters Existing Alternatives Key Metrics Short Concept Channels Cost Value Buddy system Welcome pack Trello board ESAT Time to complete Inefficient onboarding not meeting user needs Graduates Experienced Hires Contractors
Key Takeouts • Discuss value and what it means in your context early • Plan research based on the desired level of certainty for your valuation • Consider how you store research insights to make it easier to connect human stories with business value
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