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Copyright © 2017 Salesforce
TEST and SHAPE
Repeatedly learning and refining to improve solutions
ignite
“Feedback is the breakfast of
champions.”
K E N B L A N C H A R D
Copyright © 2017 Salesforce 3
Test and Shape
Copyright © 2017 Salesforce 4https://www.entrepreneur.com/article/223692
Copyright © 2017 Salesforce 5
1 car
1 notebook
1 set of keys under a doormat
Testing leads to
better results, faster
Copyright © 2017 Salesforce 7
No solution starts
out perfect
Copyright © 2017 Salesforce 8
It’s easier to start small
Why don’t we
experiment more
in our work?
Copyright © 2017 Salesforce 10
Organizations seldom
encourage experimentation
P E R F E C T
Culture of getting
things perfect
C O M P E T I T I O N
Risk letting others
onto our ideas
R E S O U R C E S
Lack of facility in
doing it quickly,
naturally
Copyright © 2017 Salesforce 11
Creating something
new is easier when we
learn along the way
IDENTIFY
UNKNOWNS
Engaging others
surfaces unknowns
and things we didn’t
consider
ADDRESS
ASSUMPTIONS
Predicting people’s
behavior is hard
BUILD
CONVICTION
Learning and insight
helps build
momentum and belief
in ideas
+ Shape
Use feedback to iterate
and improve ideas
Test
Share ideas to gather feedback
and understand assumptions
Copyright © 2017 Salesforce 13
Copyright © 2017 Salesforce 14
Test and Shape is about
learning and improving,
NOT validating
ACT QUICKLY AND OFTEN
Actively seeking opportunities to
practice and try out a skill or idea
leads to natural experimentation
and improvement.
FROM ‘FAILURE’ TO
LEARNING
Pixar made a cultural shift to
reimagine ‘failure’ and focus on
the growth that comes with
candid feedback
It’s a mindset for how to approach the
ongoing development and refinement
of ideas versus waiting until the end to
either fail or succeed.
Copyright © 2017 Salesforce 15
Great execution
Great concept
Poor concept
Poor execution
Understand ideas and
execution separately
We often lump idea and execution together and
view a solution as “complete,” which limits our
ability to understand what is resonating and can
lead to missed opportunities.
Copyright © 2017 Salesforce 16
It’s what you didn’t expect,
that’s interesting
ADDRESS ASSUMPTIONS
Predicting people’s behavior is
hard, and often leads to
inaccurate assumptions or
missed opportunities
IDENTIFY UNKNOWNS
You can’t possibly surface or
know all the potential issues up
front; identify unknowns and
develop solid answers to
questions
Copyright © 2017 Salesforce 17
Successful businesses continue to learn
Italian themed bistro
focused on coffee beans
Hot or not video site Online book selling
Wine and cheese plates Gaming Digital and streaming
Cloud drive
Fashion
Copyright © 2017 Salesforce 18
…without trying on
…without seeing 

it in person
Women will rent a dress
for a single occasion…
Have focused learning goals
TIP #1
Copyright © 2017 Salesforce 1919
Keep prototypes lightweight
Production level should be as low as
possible for what you need to learn.
TIP #2
Copyright © 2017 Salesforce 2020
Aim to learn 

something surprising
We don’t realize our assumptions and are
often blind to information gaps.
TIP #3
Copyright © 2017 Salesforce
Translate the learning to
refine the idea
What you learned must be interpreted 

and used to further develop the ideas.
2121
TIP #4
Thank you!
L e a r n m o r e
s a l e s f o r c e . c o m / w o r k d i f f e r e n t l y
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6 Principles to Work Differently // Test and Shape

  • 1. Copyright © 2017 Salesforce TEST and SHAPE Repeatedly learning and refining to improve solutions ignite
  • 2. “Feedback is the breakfast of champions.” K E N B L A N C H A R D
  • 3. Copyright © 2017 Salesforce 3 Test and Shape
  • 4. Copyright © 2017 Salesforce 4https://www.entrepreneur.com/article/223692
  • 5. Copyright © 2017 Salesforce 5 1 car 1 notebook 1 set of keys under a doormat
  • 6. Testing leads to better results, faster
  • 7. Copyright © 2017 Salesforce 7 No solution starts out perfect
  • 8. Copyright © 2017 Salesforce 8 It’s easier to start small
  • 9. Why don’t we experiment more in our work?
  • 10. Copyright © 2017 Salesforce 10 Organizations seldom encourage experimentation P E R F E C T Culture of getting things perfect C O M P E T I T I O N Risk letting others onto our ideas R E S O U R C E S Lack of facility in doing it quickly, naturally
  • 11. Copyright © 2017 Salesforce 11 Creating something new is easier when we learn along the way IDENTIFY UNKNOWNS Engaging others surfaces unknowns and things we didn’t consider ADDRESS ASSUMPTIONS Predicting people’s behavior is hard BUILD CONVICTION Learning and insight helps build momentum and belief in ideas
  • 12. + Shape Use feedback to iterate and improve ideas Test Share ideas to gather feedback and understand assumptions
  • 13. Copyright © 2017 Salesforce 13
  • 14. Copyright © 2017 Salesforce 14 Test and Shape is about learning and improving, NOT validating ACT QUICKLY AND OFTEN Actively seeking opportunities to practice and try out a skill or idea leads to natural experimentation and improvement. FROM ‘FAILURE’ TO LEARNING Pixar made a cultural shift to reimagine ‘failure’ and focus on the growth that comes with candid feedback It’s a mindset for how to approach the ongoing development and refinement of ideas versus waiting until the end to either fail or succeed.
  • 15. Copyright © 2017 Salesforce 15 Great execution Great concept Poor concept Poor execution Understand ideas and execution separately We often lump idea and execution together and view a solution as “complete,” which limits our ability to understand what is resonating and can lead to missed opportunities.
  • 16. Copyright © 2017 Salesforce 16 It’s what you didn’t expect, that’s interesting ADDRESS ASSUMPTIONS Predicting people’s behavior is hard, and often leads to inaccurate assumptions or missed opportunities IDENTIFY UNKNOWNS You can’t possibly surface or know all the potential issues up front; identify unknowns and develop solid answers to questions
  • 17. Copyright © 2017 Salesforce 17 Successful businesses continue to learn Italian themed bistro focused on coffee beans Hot or not video site Online book selling Wine and cheese plates Gaming Digital and streaming Cloud drive Fashion
  • 18. Copyright © 2017 Salesforce 18 …without trying on …without seeing 
 it in person Women will rent a dress for a single occasion… Have focused learning goals TIP #1
  • 19. Copyright © 2017 Salesforce 1919 Keep prototypes lightweight Production level should be as low as possible for what you need to learn. TIP #2
  • 20. Copyright © 2017 Salesforce 2020 Aim to learn 
 something surprising We don’t realize our assumptions and are often blind to information gaps. TIP #3
  • 21. Copyright © 2017 Salesforce Translate the learning to refine the idea What you learned must be interpreted 
 and used to further develop the ideas. 2121 TIP #4
  • 22. Thank you! L e a r n m o r e s a l e s f o r c e . c o m / w o r k d i f f e r e n t l y ignite