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Moving Cheese

The Art of Persuasion for Testers

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Thomas Shipley - @tomdrivendev

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Hi, I’m Thomas 😀

<--- I share ideas at

http://tomdriven.dev

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<--- and work for GlobalLogic

https://www.globallogic.com

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<-- sometimes tweet @tomdrivendev

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Three Ideas

People want help with their problems

We often share the same problems

Solve problems without permission

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A (true) Story of Failed Persuasion

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Introducing the Team...

Bob

QA

Sue

Dev

Ivy

Business Analyst

Zoe

Project Manager

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Asking for Sue the Dev for Help

Are you free to help me with some performance tests?

Bob

QA

No sorry - not right now.

Sue

Dev

Oh OK… Speak to you later…

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Who else here has experienced that conversation?

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Hands up 🙌

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Look at all those hands 👀

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Learning from this story

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What motivated you to attend today's talk?

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The team doesn’t listen to my ideas

Team won’t contribute to testing

My manager doesn’t support my experiments

The bar isn’t open

Nothing else on right now

You want help with your problem

I struggle to build support for my ideas

We struggle to try new things

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I know that. I used it to persuade you to attend today.

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Let’s look at the abstract for this talk

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Picture the scene. You are sitting in a testing conference - [conference], perhaps. You have heard a brilliant talk - enthusiastic, engaging, and, more importantly, an idea you can use. But you are concerned. You ask a question. "Thank you, speaker, for an excellent talk. My question: How can I convince my team to do this?" The answer leaves you wanting more. Isn't the art of persuading your team of this brilliant idea worth more than a couple of minutes? You are not alone. It is a common and sometimes frustrating experience. In this talk, I don't want to discuss a new testing technique or a flash new technology. Instead, I want to focus on people. The people who will not be at the conference. The people who you work with every day. How can I help you convince them of all the new ideas you are bursting to try after an exciting conference? How can you bring the magic back with you? Both as a tester and a consultant, I have spent countless hours introducing and managing change. Helping teams feel safe about taking risks and trying new ideas. Based on my experience with teams and clients, I want to help you: Recognise that persuasion is rooted in understanding people and their motivations. Understand why resistance to change is so common and how it can become less scary. Develop your own style of persuasion based on foundational principles. Have the confidence to sometimes bend the rules a little to show the potential of your idea. Testers have the opportunity to lift their teams through new ideas. But often, we are not let down by our idea, motivation or ability. Persuading others is our downfall. So we don't talk about it. Let us change that. Attend this session and start the conversation about how we, as a community, can influence others. Combine that with your great idea, and I believe you will be unstoppable.

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The Foundation of Persuasion:

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It is easier to help someone. Than persuade them to help you.

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Sue probably needs help too.

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The Trick to Persuasion:

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Framing your problem so it is the other person's problem too.

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new technology. Instead, I want to focus on people. The people who will not be at the conference. The people who you work with every day. How can I help you convince them of all the new ideas you are bursting to try after an exciting conference? How can you bring the magic back with you? Both as a tester and a consultant, I have spent countless hours introducing and managing change. Helping teams feel safe about taking risks and trying new ideas. Based on my experience with teams and clients, I want to help you: Recognise that persuasion is rooted in understanding people and their motivations. Understand why resistance to change is so common and how it can become less scary. Develop your own style of persuasion based on foundational principles. Have the confidence to sometimes bend the rules a little to show the potential of your idea. Testers have the opportunity to lift their teams through new ideas. But often, we are not let down by our idea, motivation or ability. Persuading others is our downfall. So we don't talk about it. Let us change that. Attend this session and start the conversation about how we, as a community, can influence others. Combine that with your great idea, and I believe you will be unstoppable.

Your Problem

I want to help with

Is Our Problem

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A Structured Approach to Persuasion

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The Three P’s of Persuasion

Personality

Your Style

How do you present your ideas when trying to persuade others?

People

Your Target

What is their problem?�How can you help them?

Plan

Your Approach

Do you have a deliberate plan? How will you show it is our problem?

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Personality

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Balanced Personality: Help Sue Want to Talk to You

How we act

How we are seen

Persistent

Positive

Ask Questions, Actively Listen

Trustworthy

Team Player

Credible

Bob

QA

Sue

Dev

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How can I be credible?

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Power as Credibility: French and Raven's Bases of Power

Coercive

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Force people.

Threaten punishment. Achieve compliance only.

Reward

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Reward people.

Thank you is a reward. Achieve compliance only.

Legitimate

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Your position.

Inspiration. Lose your position lose your power.

Expert

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Your skill.

Expertise is independent of position. Be trusted.

Referent

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You are liked.

If people like you they are more likely to help you.

Informational

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Information is power.

Access to information others don’t have.

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People

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What Problems Do Bob and Sue Share?

Your Problems

Their Problems

Focus Here!

Improving performance test code

Performance bug in the API

Gathering perf data

Bob

QA

Sue

Dev

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…And Who On The Team Might Help?

Problematic

Satisfy

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Keep updated and resolve concerns

Promoters

Engage

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Work closely on solving the problem with them

Indifferent

Monitor

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Anticipate needs and send general updates

Supporters

Inform

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Keep updated and seek regular feedback

Individual Influence

Individual Interest

Ivy

Business Analyst

Zoe

Project Manager

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Four Reasons Sue Might Resist Persuasion

Sue’s Reason

Fear

Loss of Control

Comfort (Good enough)

Personal (They don’t like you)

Bob’s Response

What causes this fear? Can I solve it?

Provide a choice. Don’t dictate!

Proof of concept, remove the physiological barrier

Short Term: Get someone else to persuade. Long Term: Why don’t they like me?

Sue

Dev

Bob

QA

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Plan

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Putting Together a Plan to Persuade Sue

Source of Credibility

Expert, Informational

Shared Problem

Gathering performance data

Promoters/Supporters

Zoe (Project Manager)

Bob

QA

Sue

Dev

Hi Sue, the perf bug at stand-up. I think we could do with more data.

More data would really help!

Great! but the perf test has a bug I am stuck on.

I really want to help. Zoe is under pressure too to report on progress.

Sure. It is a tricky bug and the data would really help solve it!

Could you help me? I am sure you will spot the issue quickly!

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When Persuasion Just Won’t Work

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The Secret of Persuasion:

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The easiest way to persuade is to not bother at all. Just solve the problem!

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“If it's a good idea, go ahead and do it. It is much easier to apologize than it is to get permission.”

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Rear Admiral Grace Hopper

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Four Steps to Getting Things Done Without Permission

Step Four

Seek the Sign Off You Need

Gather the evidence from previous steps to build a case for sign off and further investment.

Step Three

Showcase Work to Everyone

Informal demos, lunch and learns and team showcases. Build support for the idea.

Step Two

Create a Proof of Concept

A small proof of concept that proves the idea works and helps others understand it.

Step One

Talk About Your Idea

Ask questions of the idea with others. Identify your promoters and supporters.

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You Might Fail And, That’s O.K.

Seek Forgiveness!

Skills developed while “Failing”

  • Critical analysis
  • Technical
  • Quality/Testing
  • Presentation skills
  • Managing expectations
  • Stakeholder management
  • Organisational process

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Wrapping Up

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Three Ideas - Revisited

People want help with their problems

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Showcase what you can do to help

We often share the same problems

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Frame your problem so it is theirs too

Solve problems without permission

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You will learn a lot either way

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Your ideas will improve quality.

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Use these techniques to amplify them.

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Thank you!�

@tomdrivendev

https://tomdriven.dev