Demo Trust


When project and leadership teams see eye to eye early on, it helps everyone feel confident the work being done is valuable to the customer and fits into a broader strategy.

AND I NEED THIS... WHY?

Picture this... Your team is neck-deep in a project. You've done your research. You've defined the scope. You're doing the work, knocking out deliverables left and right. Then your department head weighs in. "Very thorough." she says, "But your core concept doesn't match our overall strategy."

Cue the sinking feeling in your stomach.

Every project has it's ups and downs, but few things are worse than having the end within sight... only to discover you've been marching down the wrong path. To be sure, there's a balance to strike between moving quickly and moving confidently. That's where the Demo Trust comes in.

Why "demo" you ask? We want our teams to be awesome at telling a credible story and walking through the end-to-end journey. The combination helps teams refine their ideas and make sure they're solving the right problem at the right time.

WHO SHOULD BE INVOLVED?

Demo Trusts should include leaders who understand the bigger picture and project team members who understand the details of their focus area. But keep it lean.

  • Project team: full-time owner or project lead, plus one contributor
  • Leadership panel: the project's approver, plus 1 - 2 stakeholders

For software projects specifically, this should be one representative from product management, engineering, and design at both the project and leadership level (for a total of six participants).

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People

4 - 6

Prep time

30 min

Time

60 min

Difficulty

Moderate

Running the play

Don't waste your leadership team's time by using the demo trust to ask open-ended questions about direction. Present your best idea, and give them an opportunity to challenge it. Be sure to send them an agenda and any background material a day in advance.

MATERIALS
  • Laptop
  • Large display screen
  • Whiteboard
PREP

Do your homework (30 min)

PROJECT TEAM

Schedule a 1-hour session and confirm everyone can be there the full hour. Keep the agenda concise, with the most important items to discuss first on the list. Be clear about the type of feedback you're looking for so the session doesn't run away from you.

Link or embed any personas, journey maps, sketches, prototypes, etc. to the agenda page. But don't overwhelm the leadership team with every last detail. If using a project poster, make sure it's up to date – remember: it should be your single source of truth!

Don't waste time creating a slide deck for demo trusts. The mock-ups, sketches, journey maps, prototypes, project poster, etc. your team are using day-to-day are enough. Keep it scrappy and authentic.

LEADERSHIP TEAM

Read the agenda in advance, and review any linked material you're not already familiar with. Note any specific questions or concerns you'll want to cover in the session.

FOR EXAMPLE...

To the surprise of nobody, we use Confluence to spell out the agenda.

STEP 1

Set the stage (5 min)

Be clear about where you're at in the project's lifecycle. Exploring a new concept? Iterating based on something new you've learnt while executing the project?

Review the agenda, and be open to adjusting it. Are there any items missing or items that should be higher priority? Don't be afraid to remove an item from the agenda if everyone in the room already feels comfortable with that facet of the project!

STEP 2

Demo, discuss, decide (50 min)

PROJECT TEAM

Demo what you're envisioning or already executing on. This could be a strategy, a product feature, or a new program – anything consumable by internal or external customers. The main purpose of this session is to show (yes: actually, physically show using prototypes, journey maps, etc.) what you're aiming to create, so resist the temptation to talk through heaps of information. After you've shared the big picture and the end-to-end journey, demonstrate how you will break that down into incremental deliverables that provide value to the customer.

Be sure to demonstrate your understanding of why it's important to the business and/or valuable to the customer, too. What's the benefit? What trade-offs are you making? How will the customer's experience be affected?

LEADERSHIP PANEL

Question and challenge the demo whilst providing just enough guidance and feedback to keep the project heading in the right direction. Does the project align with broader strategies? Is the concept clear and straightforward?

Also look out for overlap with other teams and projects. Are there teams or people who should be kept informed? Places where separate project teams can link up to kill two birds with one stone? Areas where two project teams may be duplicating efforts?

FULL GROUP

Decide on any high-level course corrections based on the discussion. Don't get way into the details, though – save that for sparring or deeper discussions amongst the project team.

ANTI-PATTERN

You demo nearly-complete work or a high-fidelity prototype.

This is a sign you should've run the demo trust play sooner. Still, run it – "better late than never". But know that incorporating the leadership panel's feedback on your project may involve major re-work that results in a longer timeline or reduced scope for the project.

STEP 3

Take a confidence vote (5 min)

Everyone rates their confidence in the project based on the work shared and decisions made. A scale of 1 - 4 works well because it forces people to express an actual opinion instead of copping out with a square-in-the-middle rating.

If there's time, have each person briefly explain their rating so the project team have a better understanding of what they've nailed and what they need to work on.

WRAP IT UP

Capture any follow-up items on the agenda page or project poster. Optionally, schedule another session 2 - 4 weeks out, depending on the scope of the project.

WHEN TO STOP RUNNING THE DEMO TRUST

Hold sessions periodically until you're ready to execute on whatever you've demoed. If the group's confidence level is high after the first session, you may not need more.

You'll know you're ready to execute when...

  • The project poster is complete and the leadership panel agree with it's content.
  • The end-to-end journey is agreed upon and broken down into deliverable increments.
  • Demo trust participants are confident in the customer experience and how it fits with the bigger picture.
  • Success criteria is agreed upon.

If these elements are missing, ask what else you need to know or do in order to gain confidence. Is something missing? Should an experiment be run? More user research?

When all these elements are in place, move into execution mode and run the sparring play with your project team as needed. If your project involves a lot of risk or uncertainty, consider keeping the demo trust alive so your leadership team can continue to guide you as new $#!τ comes to light.

Nailed it?

Be sure to run a full Health Monitor session or checkpoint with your team to see if you're improving.

Find your Health Monitor

Follow-ups

PROJECT TEAM

Look over the feedback from your leadership panel, as well as your list of follow-up items, and run the sparring play as needed.

LEADERSHIP PANEL

Share your notes and detailed feedback on the agenda page. It's crucial to share what hasn't been said – there isn't always time or opportunity to communicate everything during the session.

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