Change Management

Problem

The student assessment product at Watermark started losing renewals at a high rate, and the number of demos had slowed way down.

After joining this product, some immediate team dynamics emerged:

  • Tendency to explode scope

  • Ineffective communication

  • General distrust toward Design


Research

To figure out what issues were the most critical, I started asking the teams some simple questions:

  • What’s (not) working?

  • What would you like to change?

  • How can I help the most?

I didn’t want to take up too much space in these conversations, but instead wanted them to tell me their stories.

Feedback

Design

  • Lack of team culture

  • Lack of leading by example

  • Strained relationship with Product

Product

  • Designs take too long

  • Backlog grooming is ineffective

  • Lack of trust in design + engineering

Engineering

  • UX Reviews are late

  • Not enough time to groom designs

  • Designs don’t match AC


Goals

My hypothesis was that solving the team’s interpersonal issues would also help improve the product.

Direction | Give designers a path toward solving the right problems.

Relationships | Build trust in Design across Product + Engineering.

Culture | Foster enthusiasm and forward momentum in the teams.

Uncovering the Problem


Actions

Tactical Adjustments

Solving a few small issues first helped mend the relationship between Product, Design, and Engineering:

  • Sharing low-fi work first and educating teams how to refine it reduced the need for changes to the AC.

    • Shared understanding happened faster.

    • A new sense of trust developed.

  • Started delegating all UX reviews.

    • Engineering stopped fearing UX review time.

    • Designers had clarity on what/when to review.

Strategic Adjustments

Direction | Define a true product strategy to help teams prioritize which problems to solve.

Relationships | Keep communication lines open and transparent. We’re all on the same team and share similar problems!

Culture | Use direction to solve valuable problems. Use relationships to lower anxiety with cross-team collabs and build enthusiasm.


Outcome

Implementing the Tactical Adjustments almost immediately helped to build back trust between team members. Deadlines were no longer being missed, and we heard positive feedback on the new process during our retrospectives.

Though the Strategic Adjustments will take more time to measure, we have started implementing a few things. As a leadership team, we defined a true strategy that will kick off in 2025, part of which includes more cross-product integrations that will rely heavily on collaboration and knowledge sharing across teams.

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