How to talk to your stakeholders

Most data teams don't understand how to talk to stakeholders.

And I don't blame them.

I was doing it wrong for many many years.

The problem is: Asking the wrong questions to your stakeholders is one of the key reasons why so many data initiatives fail.

Those reasons are usually the same reasons why startups fail: Because we build something that no one wants.

The best way to avoid that is by talking to users and asking the right questions.

I have compiled a list of rules and example questions that have helped me understand exactly what stakeholders need. The rules and questions are inspired by Rob Fitzpatrick's fantastic book "The Mom Test" and I encourage you to read this.

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Rule 1: NEVER let stakeholders tell you what to build.

Why: Stakeholders know what their problems are but not how to solve them.

How to fix it: Let the stakeholder walk you through their challenge and how they are solving it today.

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Rule 2: Don’t explain to stakeholders what dashboard / tool etc you want to build and (directly) ask for feedback.

Why: It invites stakeholders to (inadvertently) lie to you because they don't want to hurt you

How to fix it: Talk about your stakeholders' workday instead of the solution you want to build. Then build a quick MVP and observe stakeholder behavior (Show, don’t tell).

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Rule 3: Never ask a stakeholder if they would use your solution if you were to build it

Why: Questions about the future prompt optimistic lies.

How to fix it: Talk about specifics in the past instead of opinions about the future. People can describe their challenges and desires with much greater accuracy when remembering a concrete situation.

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Rule 4: Your interview partner talks 80% of the conversation, you only 20%.

Why: You're here to learn and not to give too many things away that will make them give you biased opinions

How to fix it: Talk less, listen more

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Rule 5: Every time you talk to a stakeholder, ask something that could completely destroy the idea of the solution you had in mind.

Why: Most data initiatives fail because they build something that stakeholders don’t want.

How to fix it: The scariest questions are the ones that address the elephant in the room and eliminate market risk. Seek the truth, even if it hurts.

Here are some example stakeholder questions:

Do you think building a dashboard that does {{X}} is a good idea?

Verdict: Terrible question. See Rule 3. 

How to fix it: Find out how {{X}} is currently tackled by the user and how hard it is to do / how much it costs to do. Ask to talk you through a concrete example when {{X}} came up. Check if they are actively working on improving {{X}} to get an idea on how important this is to the stakeholder.

What would your dream dashboard do?

Verdict: Ok'ish. Not helpful on it's own but allows to dig deeper. See Rule 1.

How to fix it: Understand why they want the dashboard to do certain things. You need to understand the motivation behind the feature requests.  

What are the implications of not knowing {{X}}?

Verdict: Fantastic question. Here you can understand the consequences of not delivering a certain analysis, table, report etc. which tells you subjectively how important it is in the overall context compared to other stakeholders. Typical example: Investor Reporting. Many founders will tell you that it's a disaster to not have an investor report in your reporting tool. But when you dig what the consequences are, they usually tell you that an intern spends 8 hours every 30 days to put it together.

Talk me through the last time you needed to make decision {{X}} and were lacking decision support information?

Verdict: Great question.  

How to fix it: "Show" always works better than "tell". This will show you where issues and inefficiencies are and not where your user thinks they are. It's very hard to be "wishy-washy" when going through actual workflows. 

If we built a model that predicts churn with 90% accuracy, would you use it?

Verdict: Bad question. See Rule 2 and 3

How to fix it: The fact that you described a concrete solution and benefit doesn't help. People are overly optimistic about what they would do. Plus: this question is about YOUR solution and it should be about THEIR life! 

We cover this topic and many more in our Masterclass "Create massive business impact with your data team".