Field guides

Small guides for the product conversations that matter most.

Use these as prompts for a workshop, a short planning session, or the quiet work that happens before a team meets.

A person completing a mobile usability test
Guide 01

Frame the task

Move from an app category to a specific moment that someone is trying to navigate.

Read the guide
A person organizing planning materials for a mobile application
Guide 02

Shape the first loop

Choose a small release boundary without losing sight of the outcome a person cares about.

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A mobile device in a user testing setup
Guide 03

Prepare the session

Write a realistic prompt and listen for interpretation before offering explanation.

Read the guide

Guide 01

Frame the task, not the feature.

A feature starts with a solution. A task starts with a person’s reason for acting.

Collect one recent example

Ask for the last time the person encountered the situation. Look for what happened immediately before the task and what made them want to resolve it.

Write the current path

Record how the task is handled today, including the tools, people, notes or memory involved. Workarounds are often more informative than opinions about an ideal app.

Name the desired change

State what would be different for the person if the product was helpful. Avoid language about popularity or generic convenience; describe the consequence in the situation.

Guide 02

Shape the first loop.

A first release is a statement about what must be coherent now. It is not a miniature version of every future ambition.

Begin by finding the smallest loop that lets someone start a meaningful task, take an action, and recognize a result. Then make the edge of the loop explicit. Knowing what does not belong yet helps a team avoid hiding an unclear scope inside a long backlog.

Questions for the boundary

Beginning

What information or intent is necessary before the loop begins?

Action

Which decision is central enough to give the flow its point?

Outcome

What evidence tells the person that their aim has been met?

Not yet

Which related paths would make the first loop less understandable?

Guide 03

Prepare a prototype conversation.

A well-prepared session gives someone a realistic reason to use the prototype. It allows the facilitator to learn where the product’s model differs from the person’s model.

  • Set the context before sharing the interface.
  • Ask for a task outcome, not a sequence of actions.
  • Invite a person to say what they expect, then wait.
A phone being tested alongside a laptop in a research setting

Need a sounding board?

Bring the situation, the roughest version of the plan, and a question.

A helpful next conversation usually starts with what is uncertain—not with a finished deck.

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