In this episode of the Product Design for Learning podcast, host Greg Arthur sits down with Tom McDowall, Chair of The Learning Network, to dive deep into the "Understand" phase of the product design process. Tom explains why this phase is critical, sharing practical advice and strategies on assumption mapping, stakeholder engagement, and data analysis. Listeners gain insights into balancing fact and assumption, managing risk, and ensuring that learning solutions genuinely address performance challenges rather than merely looking engaging.

Tom McDowall is the Chair of The Learning Network and a seasoned expert in learning design and product strategy. Known for his candid and pragmatic approach, Tom brings years of experience in tackling real-world performance issues through thorough research and data-driven methodologies. With a reputation for challenging the status quo, his insights help organisations move beyond superficial solutions to create impactful learning experiences.

• Tom stresses that the "Understand" phase is the most crucial step in the design process. It sets the foundation for all subsequent phases, and if done incorrectly, nothing else matters. He highlights that this stage involves rigorously examining assumptions and real facts, and the phase must be approached without shortcuts to mitigate unnecessary risk.

• Assumption mapping involves breaking down a client’s request into facts and assumptions. Tom uses this tool to clarify which parts of the brief are evidence-based and which are speculative. This clarity prevents the design process from veering off course and helps in making informed decisions that address genuine business risks.

• Tom explains that pushback often comes in the form of pressure over deadlines and budgets. He advises identifying who truly controls these aspects (budget holders, timeline setters, and key decision-makers) to build alliances. Engaging those who may even disagree initially can provide a more realistic picture of the workplace and improve the overall output.

• Tom emphasises the value of interacting directly with stakeholders and end users. While solo work can lead to faster ideas, it risks missing crucial feedback. He recommends a mix of interviews, roundtable discussions, and group activities to challenge assumptions and enhance understanding, ensuring the process is inclusive and reflective of real-world conditions.

• Tom loves the early stages of gathering data through interviews and fieldwork but admits that analysing the data can be a tedious task. He suggests that delegating data analysis to someone who enjoys it, or using technological tools to assist, can help maintain momentum without compromising the quality of insights.

• Effective data visualisation is critical. Tom argues that good visualisations should tell a story that stakeholders can understand at a glance—not just a collection of graphs. By clearly demonstrating the impact of potential risks and the benefits of informed decisions, you can secure stakeholder buy-in and move the project forward.

• Tom advises not to stress about perfection; incremental...