This presentation is a shareable version of my workshop presentation from UX STRAT 2014, Boulder, Colorado.
In this workshop, we discussed the purpose of vision and roadmap in the experience strategy and the importance of working together with both business stakeholders and customers in the planning process. We covered practical definitions, skills and techniques:
- What is an experience vision?
- What are the ingredients for a great experience visions?
- Running visioning workshops with stakeholders
- Communicating experience vision through storytelling
- What is an experience roadmap?
- Creating a delivery roadmap
3. The Chatham House Rule
When a meeting, or part thereof, is held under the Chatham
House Rule, participants are free to use the information
received, but neither the identity nor the affiliation of the
speaker(s), nor that of any other participant, may be revealed.
10. {INSERT
YOUR
BRAND
HERE}
YOUR
BUSINESS
YOUR
CUSTOMERS
How well
does your
organisation
connect?
11. YOUR PROMISE
(what do you
want to be for
your customers)
THE REALITY
(the user experience)
YOUR CUSTOMERS’
EXPECTATIONS
(and how they
feel about you)
16. @timothyloo @foolproof_UX @uxstrat
strategy
STRATEGIC
GOALS
STRATEGIC
PROGRAMMES
PROJECTS
(TACTICS)
goa
l A goa
l B goa
l C
program
me X progra
mme Y pro
gramme Z
project
Q
WORKSTREAMS
TASKS
BUSINESS
STRATEGY
17. @timothyloo @foolproof_UX @uxstrat
strategy
STRATEGIC
GOALS
STRATEGIC
PROGRAMMES
PROJECTS
(TACTICS)
goa
l A goa
l B goa
l C
program
me X progra
mme Y pro
gramme Z
project
Q
WORKSTREAMS
TASKS
BUSINESS
STRATEGY
Is there a clear
connection between our
business strategy and
experience design?
20. @timothyloo @foolproof_UX @uxstrat
PURPOSE,
VISION &
MISSION
What your
business wants
BUSINESS
STRATEGY &
GOALS
BRAND
TECHNOLOGY
ROADMAP
OPERATING
TARGETS &
KPIS
TARGET
OPERATING
MODEL
21. @timothyloo @foolproof_UX @uxstrat
TARGET
OPERATING
MODEL
What your
business wants
TECHNOLOGY
ROADMAP
PURPOSE,
VISION &
MISSION
BUSINESS
STRATEGY &
GOALS
BRAND
OPERATING
TARGETS &
KPIS
TARGET
CUSTOMER
NEEDS & WANTS
What your
customer wants
CONTEXT &
ECOSYSTEM
EXPECTATIONS
OF YOUR
BRAND
MENTAL
MODEL
BEHAVIOURIAL,
TECHNOLOGY &
SOCIETAL TRENDS
EXPERIENCE
EXPECTATIONS
& PREFERENCES
22. @timothyloo @foolproof_UX @uxstrat
An experience strategy identifies &
articulates the most valuable
holistic experience for both the
business and the customer.
25. @timothyloo @foolproof_UX @uxstrat
experience strategy
a long-term vision, roadmap and KPIs to
align every customer touch-point with
your brand position & business strategy
26. @timothyloo @foolproof_UX @uxstrat
what your
business wants
what your
customers want
the win/win
experience strategy
planning process
experience strategy
30. @timothyloo @foolproof_UX @uxstrat
what your
business wants
what your
customers want
1. Where are we today?
2. Where do we want
to get to?
31. A
Design Principle: Our expertise on tap
§ “When I need advice or technical help I know where to go”
§ “I can always access the right information when I need it”
32. @timothyloo @foolproof_UX @uxstrat
what your
business wants
what your
customers want
1. Where are we today?
2. Where do we want
to get to?
3. What do we need
to do?
experience strategy
33. Scenario 1
Problems with your card
Problems
with
your
card
Problems
with
your
card
Problems
with
your
card
34. @timothyloo @foolproof_UX @uxstrat
what your
business wants
what your
customers want
1. Where are we today?
2. Where do we want
to get to?
3. What do we need
to do?
4. What’s our plan?
35. Our recommended roadmap
0-6 months
6-12 months
12-18 months
Consistent look & feel
Streamlined information
architecture
Responsive design
(+CMS)
Personalisation
Orientation & support
for newbies
Single account
Integrated loyalty
programme
Improved registration
In-context help,
on demand
36. @timothyloo @foolproof_UX @uxstrat
what your
business wants
what your
customers want
1. Where are we today?
2. Where do we want
to get to?
3. What do we need
to do?
4. What’s our plan?
5. How will we know
we’re on track?
experience strategy
38. @timothyloo @foolproof_UX @uxstrat
A framework for creating experience strategy
§ What’s the environment and ecosystem of our target
customers?
§ What’s the current customer story, priorities and
pain-points?
§ What’s our are vision for the holistic experience?
§ What are our guiding principles for target
experience?
§ What are our future customer stories & outcomes?
§ What are the experience gaps between today’s
experience and our future customer stories?
§ What specific initiatives and projects do we need?
§ What enablers and capabilities are required to
support these initiatives?
§ What are the gaps between the vision and reality?
§ How will we prioritise & trade-off to create focus?
§ What’s our roadmap for change and innovation?
§ What are key performance indicators and targets
for transforming the user experience?
§ How will we incentivise the right behaviours?
CURRENT STATE
EXPERIENCE
EXPERIENCE
VISION &
PRINCIPLES
INNOVATION,
INITIATIVES &
ENABLERS
EXPERIENCE
ROADMAP
EXPERIENCE KPIs
& DASHBOARD
1. Where are we today?
2. Where do we want
to get to?
3. What do we need
to do?
4. What’s our plan?
5. How will we know
we’re on track?
45. @timothyloo @foolproof_UX @uxstrat
VISION STATEMENT
§ An inspirational ambition that will
inform how the experience engages
and delivers to its customers and
potential customers.
EXPERIENCE DESIGN PRINCIPLES
§ How the vision will be executed.
§ Core values of the user
experience.
§ Informed by research.
§ The design principles should also
be inspirational and directive.
FUTURE CUSTOMER STORIES
§ Creating user experiences from
inspired by the vision and
executed through the design
principles.
vision
statement
experience design principles
future customer stories
57. @timothyloo @foolproof_UX @uxstrat
strategy
STRATEGIC
GOALS
STRATEGIC
PROGRAMMES
PROJECTS
(TACTICS)
goa
l A goa
l B goa
l C
program
me X progra
mme Y pro
gramme Z
project
Q
WORKSTREAMS
TASKS
BUSINESS
STRATEGY
66. @timothyloo @foolproof_UX @uxstrat
A framework for creating experience strategy
§ What’s the environment and ecosystem of our target
customers?
§ What’s the current customer story, priorities and
pain-points?
§ What’s our are vision for the holistic experience?
§ What are our guiding principles for target
experience?
§ What are our future customer stories & outcomes?
§ What are the experience gaps between today’s
experience and our future customer stories?
§ What specific initiatives and projects do we need?
§ What enablers and capabilities are required to
support these initiatives?
§ What are the gaps between the vision and reality?
§ How will we prioritise & trade-off to create focus?
§ What’s our roadmap for change and innovation?
§ What are key performance indicators and targets
for transforming the user experience?
§ How will we incentivise the right behaviours?
CURRENT STATE
EXPERIENCE
EXPERIENCE
VISION &
PRINCIPLES
INNOVATION,
INITIATIVES &
ENABLERS
EXPERIENCE
ROADMAP
EXPERIENCE KPIs
& DASHBOARD
1. Where are we today?
2. Where do we want
to get to?
3. What do we need
to do?
4. What’s our plan?
5. How will we know
we’re on track?
TD Direct Investing February 2014 66