# How to identify relevant metrics with the “Questions first” approach

- Link: https://www.solmesz.com/articles-en/define-metrics-with-the-questions-first-approach
- Published: 2021-09-09T15:23:25-03:00
- Author: Sol Mesz

[Leer este post en Español](https://www.solmesz.com/es/articulos/como-definir-metricas-usando-el-enfoque-questions-first)

A common mistake when trying to identify the relevant metrics to assess the performance
of a product or a design is starting by asking _“Which metrics should we use?” _That
is, starting with metrics.

When we approach measurement in a **data-first** way, what we usually end up with
is a long list of metrics full of noise, which makes it harder to identify which
metrics actually matter. In many cases, this leads to **analysis paralysis**.

Starting with metrics also leads to what I often call the **metrics illusion**: 
confusing having a lot of data with having the _right_ data to make decisions.

An alternative and far more effective approach is to start with the **question we
want to answer**, which is directly tied to the project **goal**. In other words,
a **Questions First** approach.

Starting the measurement process by thinking about goals helps us find the relevant
metrics _even if we “don’t know anything about metrics”_ (*).
 If you are a designer,
read the clarification at the end of this article.

## What is the “Questions First” approach?

The **Questions First** approach consists of starting the measurement process by
thinking about the objective behind the design, product, or feature.

Starting this way allows us to:

 * Identify which metrics are actually relevant
 * Avoid analysis paralysis
 * Make sense of the numbers

[⌊Questions first is a metrics methodology to help identify relevant metrics for
a product, feature or design project.⌉⌊Questions first is a metrics methodology 
to help identify relevant metrics for a product, feature or design project.⌉[

## “Questions First”: a three-step process

### Step 1: What do we want to measure?

As mentioned before, the first step is to identify what we want to measure. To do
this, we go back to the project objective:

 * What did we do?
 * Why did we do it? What result did we expect to achieve?

**Important:** at this step, we are _bringing existing objectives into the conversation_,
not defining new ones.

The _why_ must be clear **before** starting the design process. If we don’t know
why we did what we did, how can we know whether we actually created impact?

### Step 2: Behavior

In this step, we identify the behaviors we should observe in users **if the project
achieved its objective**.

Here, the concepts of **core action** and **supporting actions** are extremely helpful.

 * **Core action**: the main action the user must take in order to obtain value 
   from the product or feature
 * **Supporting actions**: actions that enable or facilitate the core action

**Important:** supporting actions are _not_ an inventory of everything a user can
do in the product. They are only the actions that are necessary or enabling for 
the user to reach the core action in a given context.

This clarification is important because one of the most common mistakes when defining
relevant metrics is listing _all_ possible user actions (clicks, scrolls, page views,
tagged events, etc.) instead of identifying only those actions that lead to the 
core action we want to measure—which, of course, is directly related to the project
objective.

### Step 3: Metrics

Steps 1 and 2 pave the way for identifying the relevant metrics that allow us to
answer the question from Step 1 and evaluate whether we achieved our objective—and
to what extent.

At this stage, we identify the metrics that can be **associated with the behaviors**
identified in Step 2.

To measure real impact, it is essential to **connect usage metrics with product 
and business metrics**.

## An example

Let’s assume we are Spotify and, until now, the platform has only offered music.
A few months ago, we launched an MVP that adds Podcasts, and now we want to understand
whether this MVP is performing well enough to become a permanent feature.

If we apply the **Questions First** approach…

### **Step 1: What question do we want to answer?**

 * We want to know whether users are interested in the new podcasts section (what
   we did).
 * This feature is expected to support retention and acquisition (why we did it).

### **Step 2: Behavior**

What behaviors would we need to observe to know that we achieved our objective?

We would expect users to:

 1. Reach the podcasts section
 2. Stay
 3. Use it
 4.  * Browse the catalog
     * Open at least **N** titles
     * Listen for at least **N** minutes across **N** podcasts
 5. Return to the podcasts section in subsequent sessions at least **X** times within
    a given period (for example, three times in one month)
 6. Cancel subscriptions less frequently
 7. Acquire new users at a faster rate than before

The last point is important: if acquisition grows at the same pace as before, we
cannot confidently attribute that growth to the new feature.

Notice how:

 * Steps 1 and 2 are **supporting actions**
 * Steps 3 and 4 represent the **core action**
 * Steps 5 and 6 are **business outcomes** resulting from delivering value to users(
   having music and podcasts on the same platform)

### **Step 3: Metrics**

Once the relevant behaviors are identified, we can associate metrics to them based
on the core action we want to measure.

Potential metrics include:

 * Percentage of visits to the podcasts section—and its month-over-month evolution(
   or its opposite: bounce rate)
 * Number of users who listen to a podcast—and its month-over-month evolution
 * Number of podcasts / minutes listened per user, per visit
 * Share of podcast minutes relative to total listening time on the platform—and
   its evolution (percentage of time spent listening to podcasts vs. music)
 * Recurrence (number of visits per month) and frequency (how often users return)
 * Retention
 * Acquisition

**Two important notes about these metrics**

 * They include **only behaviors and actions that are relevant to the core action**.
   This is why metrics such as total platform visits, time on site, error rate, 
   or CTA clicks are excluded.
 * The listed metrics include **usage, product, and business metrics**. They don’t
   measure a single dimension in isolation; they show how usage translates into 
   product performance and how that, in turn, translates into business results.

[⌊Example of a completed Questions First canvas, where the relevant metrics for 
a project are identified⌉⌊Example of a completed Questions First canvas, where the
relevant metrics for a project are identified⌉[

This is how the Questions First canvas would look like with the example above.

## Next steps

Here are two versions of the Questions first canvas for you to use:

 * [High resolution image](https://www.solmesz.com/wp-content/uploads/Questions-first-canvas-V2-En-scaled.png)
   ready to paste in your favorite digital canvas (Figjam or similar).
 * [PDF file to fill out ](https://www.solmesz.com/wp-content/uploads/Questions-first-canvas-V2-En.pdf)
   as a document.
