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Idea Validation Playbook

Validate the problem

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Problem Validation

Investigate recent behavior, consequences and workarounds
Choose how to investigate the customer problem

Compare research and testing methods with Validation Patterns before committing to a solution.

$129 · Printed deck + digital edition

Explore Validation Patterns
Blog illustration
Blog

Blog publicly about what you're doing

Cold Calling illustration
Cold Calling

Gauge interest from prospects with whom you have no prior contact

Concierge illustration
Concierge

Personally deliver your service to test product satisfaction

Crowdsourcing illustration
Crowdsourcing

Obtain input to a project from a large group of undefined people

Event illustration
Event

Arrange a live event to gauge customer interest

Fake door testing illustration
Fake door testing

Pretend to provide a product or feature without actually developing it

Family Tree illustration
Family Tree

Verify that manual implementations exist for what you plan to automate

Focus Group illustration
Focus Group

Ask a group of selected participants about their opinions and preferences

Industry Forums illustration
Industry Forums

Discover what frustrations and problems users are actively looking to solve

Read App Reviews illustration
Read App Reviews

Dive into the frustrations and praise of your own or competing apps

Kano Analysis illustration
Kano Analysis

Classify product features into Must-Be, Performance, Attractive and other categories so you can rank roadmap items by their effect on customer satisfaction.

Important for this playbook

Problem validation gathers evidence that a particular group faces a problem important enough to investigate. It examines real situations, consequences and current workarounds before assuming that your proposed solution deserves building.

Use the methods above to understand the problem. A positive interview is not approval for a feature, and a small recruited group cannot establish how common the problem is across a market.

Choose a problem-research method

What is unclear? Start with Look for
When and why the problem occurs Customer Interview A recent event, actions and consequences
What people actually do in context Contextual Inquiry Workarounds, interruptions and constraints
What existing records reveal Data Mining Relevant behavior, gaps and the population represented
How widespread a finding might be A carefully designed survey A defined audience, neutral questions and sampling limits

Interviews and observation can reveal what you have missed. A survey needs a clear question and an appropriate sample; sending it to supportive contacts does not make the result representative.

Ask about a recent event

Teresa Torres’s customer-interview guide emphasizes learning about people’s goals, needs and context. Invite a specific account rather than asking someone to predict whether they would buy your idea.

Useful prompts include:

  • Tell me about the last time this happened.
  • What were you trying to accomplish?
  • What did you do next, and what did you use?
  • What happened because of the problem?
  • What have you already tried to change?

Follow the account before introducing your solution. Do not treat every recalled detail as verified fact: distinguish what someone reports from what you observed or checked in records. With permission, ask to see an artifact that helps explain the situation.

Problem validation example: a stock shortage

This shop-owner scenario is invented to illustrate the method. A team is considering a weekly stock-report service. Instead of asking whether a dashboard sounds useful, it asks an owner about the last time stock ran out.

An invented shop-owner account connects a recent stock shortage, calling a supplier as a workaround, and losing a sale as a consequence.

The account describes an event, a workaround and a consequence. It suggests questions about lead times and how ordering decisions are made. It does not show that the owner wants a weekly report, that software would prevent the shortage, or that enough other shops share the situation.

Compare accounts from relevant people, including those who cope successfully or do not experience the expected problem. Record exceptions instead of discarding them because they weaken the pitch.

Decide what to investigate next

Write down the user group, situation, current response, consequence and source for each observation. Separate recurring findings from isolated stories and interpretations. Choose a bounded next action, such as observing an ordering task or investigating an overlooked customer group.

If the proposed solution is the uncertainty, use Validate the product. If reach and demand are unclear, use Validate the market. Payment requires its own willingness-to-pay checks.

There is no universal interview count that certifies a problem. Match the evidence to the decision and the cost of being wrong. Use Product Experimentation to connect the research to a test plan and the Validation Patterns overview to choose another method.

Choose how to investigate the customer problem

Compare research and testing methods with Validation Patterns before committing to a solution.

$129 · Printed deck + digital edition

Explore Validation Patterns