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Lean UX is probably the most popular and successful approach to agile innovation in interaction design. It ideally supports teams in developing customer solutions of the highest customer value and thus optimizing acceptance and value creation for the user. Based on the principles of lean and agility, it combines approaches and techniques from different methods and frameworks to form one big whole. Recently, through the collaboration of leading experts in Lean UX - such as Jeff Gothelf and Josh Seiden - with experts in Scrum, a joint approach was developed that best combines the strengths and application areas of both disciplines. This combination is presented in this book. Scrum.org offers the "Professional Scrum with User Experience (PSU I)" certification to combine the approaches. This book offers both deeper insights into the approach and targeted exam preparation. It deliberately avoids superfluous material and only covers content relevant to the topic.
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Preliminary note
Foreword
Introduction to Lean UX
The principles of Lean UX
Principles for the organization of the teams
Principles of corporate culture
Principles of the approach
The Lean UX Process
Hypothesizing
Persona building
Collaborative design
The Charette process
The use of (existing) design systems
MVP and experiments
MVP approach and Lean Startup
Experiments on different levels
Feedback and research
Dual-Track Agile
Discovery Track
Delivery Track
Benefit
Combine Lean UX and Scrum
Product Backlog
Sprint Planning
Sprint Backlog / Sprint Execution
The Scrum Team
The Sprint Review
Lean UX and Agile UX
Lean UX in the organization
Mindset, vision, strategy and goals
Implementation: processes and continuous improvements
Leadership at all levels
The theory X and the theory Y
Leadership at all levels
The Scrum.org PSU Certification
This book was written based on various sources and years of experience in using Scrum and various other agile methodologies and frameworks, including Lean UX and Design Thinking. Its content reflects the author's experience only and has not been authorized or released by the rights holders or developers of said methodologies. Thus, the content has no official character. Nevertheless, the content of this book has been compiled in such a way that it is suitable as a source for preparing for the Professional Scrum™ with User Experience (PSU I) certification exam. The corresponding trademark is owned by Scrum.org. Further use of trademark identification and the like has been omitted from the text. However, they are always considered to be included.
The author cannot assume any guarantees for the further developments of the certifier regarding exam contents (questions, rules). The contents of this book were created at the time of writing based on the information available and prepared to the best of our knowledge for the readership and potential examinees of the said certification exam.
This text deliberately does not delve into the basics of understanding Scrum. Rather, it is assumed that people seeking PSU-I certification have sufficient knowledge of Scrum, such as is presented in the context of PSM, PSPO or PSD certifications. If you do not have such knowledge, acquiring this basic knowledge is recommended for the full benefit of the book content.
Generalization is not a new phenomenon. Often, when we think of concepts, we actually mean specific examples that belong to those concepts. For example, when we think of "tool" most people first think of "hammer", when we think of "color" we think of "red", or when we think of "instrument" we think of "violin".
We know it quite similarly in the agile context. When talking about an agile method, many people think of Scrum, although Scrum is not characterized as a method, but as a framework and several hundred other agile approaches, methods and frameworks are known. In the same way, a large number of people in Germany think of Design Thinking when they hear the keyword "agile innovation method" - in some other countries, there are partly other methods, frameworks and approaches, which already proves that Design Thinking is not remotely the only agile innovation method.
Since February 2019, Scrum.org, one of the world's leading certification institutes for Scrum professionals, has been offering a certification with the short name PSU (Professional Scrum with User Experience), which has already been obtained by more than 1500 people by fall 2021. The focus is on a specific agile innovation approach in combination with Scrum: "Lean UX". This approach can be coordinated with the Scrum approach in an impressive way. Here, the innovation process is not carried out first, the results of which are then to be implemented within the framework of Scrum, but the innovation process runs quasi parallel to the Scrum process. There is mutual support and mutual learning from both directions. A major advantage of this is that innovation and implementation are thus actual agile partners and we do not fall into the "waterfall trap", where (for example, through design thinking) a kind of specification is developed, which is then implemented through Scrum.
This book has two goals: On the one hand, it is intended to provide an introduction to the combination of Lean UX with Scrum, and on the other hand, it includes the information necessary for a successful Scrum PSU certification exam according to our experience and can thus also be used for exam preparation.
Since this book is NOT a publication of Scrum.org and no persons of the organization were involved in its creation, no responsibility can be taken for whether the certification organization may develop further questions in the course of time, which are not presented in this book. The information gathered is to the best of my knowledge and experience over many years with the approaches described.
The author
Lean User Experience, or Lean UX for short, is an approach that encompasses mindset, culture and processes from the Lean and Agile contexts and aims to design solutions of maximum customer value. It proceeds in small steps and the hypotheses developed therein are verified immediately. In doing so, Lean UX design expands the traditional role of UX, which has often been limited to performing design and anticipating user interaction, to include important topics such as asking whether a feature makes sense and is necessary, determining what functions are required in the process, and estimating the benefits that can be achieved with it. The goal is to better understand whether a system meets its intended business goals through immediate feedback.
Lean UX, unlike a large number of innovation methods, works with an approach that does not strive to create the concept before development begins - as was necessary in the context of earlier software development, since a final product was eventually delivered as part of fixed releases, for example on CDs. In the context of modern software development approaches, which support approaches such as continuous development, integration and delivery, it is more purposeful for the UX and development processes to run in parallel. This involves combining techniques and methods from different sources and frameworks. The most important of these include user experience design, lean thinking concepts, design thinking, agile software development approaches, and lean startup.
Lean UX defines a set of principles for team organization, corporate culture and approach. These form the basic framework of the approach on which processes, methods and responsibilities are based.
The principles for organizing teams define the requirements that are necessary on the team side in order to achieve maximum success with Lean UX. Both requirements for the team itself and the necessary framework conditions that the team must find are addressed. The principles are called: