Saying What Would Count as Better
One measure and one size of change worth acting on, both fixed in writing before any data arrives, because a measure chosen afterwards can always be found that shows a win.
The question that gets skipped
A team changes the checkout page. Two weeks later the numbers are in and
somebody asks whether it worked.
That question cannot be answered, because nobody said what working would look
like. There are forty measures on the dashboard, three of them are up, two are
down, and the rest have not moved. Whichever story the team tells now, the
data will support it.
Everything in this course that goes wrong goes wrong here, before any data was
collected. This lesson is about the two decisions that have to be made first.
One measure, named first
Pick one measure. Name it before the experiment starts. Everything else is a
guardrail, watched to make sure nothing broke, not evidence that the change
worked.
The reason is arithmetic. The usual threshold accepts a result as a win when
something that extreme would happen by chance at most one time in twenty.
Watch twenty measures that have not actually changed and the chance that at
least one of them crosses that line is about two thirds.
The same arithmetic applies to the variations nobody counts as measures.
Looking at the result for new users separately, and for mobile separately, and
for one country separately, is looking at more measures. So is trying the
comparison with outliers removed, and then with a different window. Each
variant is another chance for noise to cross the line, and the count that
matters is the number of comparisons anybody could have made, not the number
they report.
How much better is worth having
The second decision is how large a change would be worth acting on, and it is
the one teams skip entirely.
It is not a matter of taste. A change costs something to build, to review and
to maintain. It earns something per user. Below some size the change is not
worth having even if it is real, and that size can be computed before anything
is run.
- the yearly cost of building and maintaining the change
- how many people pass through the affected place in a year
- what one additional conversion is worth
- the increase in conversion rate at which the change pays for itself
The number matters because it feeds directly into the next two lessons. A
change worth acting on at three hundredths of a per cent needs an enormous
amount of traffic to detect, and finding that out before the run rather than
after is the difference between an experiment and two wasted weeks.
| yearly cost in thousands | people through, in milli | value per conversion | break even lift, hundred | |
|---|---|---|---|---|
| a copy change on one but | 2 | 2 | 60 | 2 |
| a redesigned checkout fl | 120 | 2 | 60 | 100 |
| a new recommendation mod | 400 | 8 | 15 | 333 |
| a feature needing a supp | 900 | 2 | 60 | 750 |
Proxies, and what they miss
The thing anybody actually wants is rarely measurable this week. Satisfaction,
trust, whether somebody is still a customer in two years: all real, none
available at the end of a two week run.
So experiments measure proxies. Clicks instead of interest. Sessions instead
of value. Immediate purchases instead of lifetime purchases. This is necessary
and it introduces the most common serious failure in the subject, which is a
change that improves the proxy by damaging the thing it stands for.
| available within two wee | a change that improves i | |
|---|---|---|
| clicks on the recommenda | 1 | 1 |
| time spent in the app | 1 | 2 |
| immediate conversion | 1 | 3 |
| sign ups | 1 | 4 |
Two habits keep this honest. Name what the proxy misses at the moment it is
chosen, in a sentence, and pick a guardrail measure that would move if the
proxy were being gamed. And wherever the real outcome is measurable eventually,
measure it eventually, on a sample, so the relationship between the proxy and
the outcome is checked at least occasionally rather than assumed forever.
Writing it down first
Four things get fixed in writing before the run starts: the measure, the size
worth acting on, how long the run will take, and the rule for what will be
done with each possible result.
Each one of these can be adjusted after the fact to turn a null result into a
win. A different measure, a smaller threshold, a few more days, a decision
rule invented once the number is known. None of these adjustments feels like
cheating from inside, which is exactly why the protection has to be mechanical
rather than ethical.
plan = {
"measure": "completed checkouts per visitor",
"worth_acting_on": 0.0003, # cost over traffic times value per conversion
"guardrails": ["refund rate", "support contacts per order", "page load time"],
"run_until": "2026-11-14", # a date, computed from the traffic needed
"decision": {
"interval_above_threshold": "ship",
"interval_straddles_zero": "do not ship, and record the interval",
"any_guardrail_worse": "do not ship whatever the measure says",
},
}
print("four decisions, all made while the answer is still unknown")Written down, it also becomes checkable by somebody else, which is the second
purpose. An experiment nobody could audit is a claim rather than a
measurement.
The next lesson takes the plan as given and deals with the mechanism
underneath it, which is splitting the traffic in a way that makes the two
groups genuinely comparable.
Recap
- Choosing the measure after seeing the data guarantees a win, because with enough measures one of them has moved in the right direction by chance.
- The size of change worth acting on comes from arithmetic about what the change costs and what it earns, not from what the experiment turns out to be able to detect.
- Most measures anybody can collect quickly are proxies for the thing actually wanted, and naming what the proxy misses is part of choosing it.
This is the reading half
Starting the course gives you your own copy of it. Every idea on every page has problems standing under it, marked with a reason rather than a tick, and any sentence you do not believe can be opened and argued with. None of that can happen on a page nobody owns.
The contents