UX Strategy

Question 1

UX Strategy

Answer 1

A UX strategy is a plan that fosters shared understanding of direction toward achieving goals before designing and implementing solutions. It serves to intentionally guide the prioritization and execution of UX work over time.

Question 2

UX Strategy 2

Answer 2

A UX strategy is a plan of actions designed to reach an improved future state of the organization’s user experience over an established period of time.
A UX strategy is a business strategy — end-users pay for products and services that make organizations profitable.

Question 3

Scopes for a UX strategy

Answer 3

Scopes for a UX strategy can range to cover a single product, service, or feature; multiple products and services; or entire organizations. Regardless, a strong UX strategy ensures that user-centered insights are integrated with the business strategy.
Practitioners must also be able to clearly articulate how executing the strategy will make the business more successful.
This vision or end-goal state must be strategically positioned — meaning research-based and viable in the market.

Question 4

3 primary components that make up a UX strategy

Answer 4

Vision or statement(s) of intent
Goals and measures
Plan

Question 5

1. Vision or statement(s) of intent:

Answer 5

you have to know where you’re going and why. As part of the overall strategy, a user-centered vision or a mission statement, sometimes in conjunction with other guiding principles such as key-value propositions, differentiation or positioning statements, communicate these aspirations and ideal outcomes. Think of your vision as the summary of your product or service in its ideal form and of the value it provides.

Question 6

Key-value propositions

Answer 6

A company’s value proposition tells a customer the number one reason why a product or service is best suited for that particular customer.

Question 7

Differentiation or positioning statements,

Answer 7

positioning refers to acquiring a space in the mind of the customer whereas differentiation is a marketing strategy companies use to make their product unique to stand out from competitors.

Question 8

Strategic intent and positioning emerge from either:

Answer 8

Solving a few key problems for many users
Supporting the broader needs of many customers in a narrow market

Question 9

2. Goals and measures:

Answer 9

Goals, along with metrics and key performance indicators (KPIs), should directly connect UX improvements with business goals.
It’s important for UX to understand how an organization makes and spends money and what it cares about.
Otherwise, your user-experience goals and metrics will seem irrelevant and disconnected from the business priorities. Without knowledge of how the business works, UX will be unable to find opportunities that impact the current business model, let alone imagine new ones.

Question 10

Strategic goals and measures establish and communicate:

Answer 10

Why the business will succeed by becoming user-centered

Question 11

Objectives and Key Results (OKRs) in UX

Answer 11

Define objectives and measurable key results to guide and track UX work. Use OKRs as a tool to align your team, provide focus, and a tangible way to monitor progress.

Question 12

Outcomes Over Outputs

Answer 12

Teams often fall into the trap of focusing on outputs (features, deliverables, and artifacts). Instead, a mindset shift of working toward purposeful outcomes (problems solved, needs addressed, and real benefits) leads to better results.

Question 13

Roadmapping includes 6 key high-level steps:

Answer 13

Establishing goals,
gathering inputs,
creating themes,
prioritizing themes,
visualizing and sharing,
revisiting and updating.

Question 14

A UX roadmap is

Answer 14

A UX roadmap is a strategic, living artifact that aligns, prioritizes, and communicates a UX team’s future work and the problems it needs to solve. Roadmaps should make realistic promises, value functionality over pretty visuals, and be strategic documents instead of feature-specific release plans.

Question 15

UX-Vision Statement

Answer 15

A UX vision is an aspirational, future-state view of an experience people will have with a product, service, team, or organization.
Create vision statements using a collaborative, research-backed process to increase team members’ understanding and alignment of UX efforts.

Question 15

Objectives describe

Answer 15

Objectives describe the actions or steps to take to reach the goal over time. Objectives may focus on solving a known problem in the user experience, exploring new ideas and opportunities, or additional user research and knowledge needed.

Question 16

Strategic goals and measures

Answer 16

Establish and communicate:

Why the business will succeed by becoming user-centered
Actions with the highest business impact
Prioritization, tradeoff, and deferral decisions

Question 17

UX strategy plan

Answer 17

The plan helps to prioritize activities and address uncertainties.
A plan is needed to achieve each goal and every goal breaks down into multiple objectives.
The plan should also include:

• Focus areas in the user experience
• Approximate timing
• Prerequisites and dependencies
• Constituents to include

The plan broadly communicates what needs to be considered and when, while working on the objectives. However, it isn’t perfectly linear and rigid, nor does it dictate how to conduct research or which solutions to execute

Question 18

DesignOps

Answer 18

DesignOps is the orchestration and optimization of people, processes, and craft in order to amplify design’s value and impact at scale.

Question 19

Executing the UX Strategy

Answer 19

After establishing the primary components of the UX strategy, it’s easier to identify and organize the supporting factors needed to execute it efficiently and effectively.

Question 20

Factors needed to execute UX strategy People:

Answer 20

How people and roles are allocated to form teams
How teams are assigned to goals and results
How crossfunctional teams interact across lines or units of business
Budget for recruiting, compensation, education, and rewards

Question 21

Factors needed to execute UX strategy Process:

Answer 21

Consistent research, ideation, design, and development practices
Content-management models and service-design processes
Milestones and governance standards
How leadership is informed and kept aware
How the strategy adapts and evolves over time
Budget for ongoing research, recruiting, and participant compensation

Question 22

Factors needed to execute UX strategy Tools and standards:

Answer 22

Content standards and design systems
How the brand is reflected in the experience
How to set up backlogs, track tasks, and plan releases
Budget for tools

Question 23

A good UX strategy is one that

Answer 23

Is one that optimizes for growth and development, while keeping user needs at the center of it. UX leads are often great catalysts for setting a UX vision and strategy.

Question 24

Why do we need a UX strategy?

Answer 24

Focus on building your expertise on the organization’s user data. Continually watch your organization’s competitive landscape from a user’s point of view.

Question 25

Step-by-step, collaborative process for creating a vision

Answer 25

It involves understanding the current state of UX, aligning on an ideal future vision, and determining an action plan for bringing the vision to life.

Question 26

UX Vision

Answer 26

A UX vision is an aspirational, future-state view of an experience people will have with a product, service, team, or organization.
What do we want to become in n years? Who do we aim to be in a reasonable amount of time?

Question 27

Product visions

Answer 27

describe the impact and value that a product or service will provide to the people who use it.

Question 28

Team visions

Answer 28

describe the value that a team will provide to the company or the impact it will have on a product or service. Team visions are useful for teams undergoing rapid growth or change or for teams attempting to promote drastic cultural shifts to maintain an aligned and steady momentum.

Question 29

How to Create a UX-Vision Statement

Answer 29

Gather
Goal: Collect or Conduct Research to Understand the Current State of UX
Collect and distill any research knowledge that already exists and consolidate stakeholder views already in place. If no existing research exists, it’s a good time to conduct some.

Question 30

X-Vision Statement Stage I: Gather

Answer 30

Collect or Conduct Research to Understand the Current State of UX
Stakeholder interviews:
Usability testing:
Competitive analysis: T

Question 31

X-Vision Stage II: Envision

Answer 31

Goal: Cocreate a Shared, Research-Backed Vision
The second stage is about defining what the team or product should provide in comparison to what it currently provides.

Question 32

Envision workshop

Answer 32

here are 3 steps in this workshop:

Share and review existing research
Brainstorm and prioritize future-state attributes
Craft a vision statement

Question 33

Obstacles and Opportunities. (Share and review step)

Answer 33

. In this activity, a research lead presents major themes in research findings — categorized as opportunities or obstacles — to team members, who can then react to each theme by using color-coded dots to mark them as:

Agree: Items they agree with
Disagree: Items on which they have a different perspective
Surprising: Perspectives they have not considered before or did not expect to hear
Essential: Items they believe are critical to recognize or improve for the future-state vision to be successful

Question 34

X-Vision Stage III: Plan

Answer 34

Identify Activities and Resources Required to Realize the Vision

Question 35

UX strategy process is evolutionary

Answer 35

A strategy is never written in stone. Companies change focus. New information pops up. Competitors appear on the scene and drive new customer requirements. The strategy must evolve accordingly.

Question 36

Four tenets of UX strategy

Question 37

Roadmapping include 6 key high-level steps:

Answer 37

Establish goals: Determine the purpose of your roadmap and who should be involved.
Gather inputs: Collect problems that need to be solved from stakeholders and existing research.
Create themes: Cluster problems into into themes.
Prioritize themes: Establish criteria and create a scoring framework to rank themes.
Visualize and share: Plot themes into a timeline and distribute the resulting visualization (your roadmap).
Revisit and update: Routinely return to your roadmap and make adjustments as necessary.

Question 38

Step 1: Establish Goals

Answer 38

1A. Why: Determine Your Objective
A single, primary purpose for your road mapping initiative will keep it focused and will establish clear priorities
1B. What: Identify a Scope
1C. Who: Establish a Core Team

Question 39

Step 2: Gather Inputs

Answer 39

Start by gathering existing artifacts related to the scope of your roadmap:

Previous roadmaps
Product roadmaps (or any higher-level roadmaps)
Journey maps
Service blueprints
Leaderships’ strategy
Backlogs (design or development)
In addition to the above inputs, collect any available data related to your roadmap scope:

Qualitative or quantitative user research
Customer- or employee-support logs
Market-research surveys or brand audits
Outputs from voice-of-customer (VoC) studies or client advisory board (CAB)

Question 40

Step 3: Create Themes

Answer 40

The goal of this step is to create your roadmap’s themes. Themes represent future UX work, including areas of focus and potential initiatives. Themes are created by making a list of insights from your inputs, assessing the patterns across them, and grouping them into high-level problems to solve. This step is very similar to thematic analysis in qualitative research.
3A. Inventory Your Candidate Problems to Solve
3B. Assess Patterns
3C. Organize and Label
Once you have bundles of potential problems to solve, organize and label each cluster into a polished theme.

Question 41

Step 4: Prioritize Themes

Answer 41

The next step of the process is identifying the highest-priority themes that will be mapped to the closer time horizons on the roadmap. There are several established methods to prioritize and determine which themes have the highest importance:

RICE (Reach, Impact, Confidence, Effort) scoring model
Critical path (prioritizing tasks within a primary flow)
Kano model (rank items against user’s perceived value)
ROI scorecard (prioritize based on return on investment)
MoSCoW (Must have, Should have, Could have, and Will not have) scoring scheme
4A. Establish Criteria

4B. Create a Scoring Scale
The scoring scale can be unique to each criterion or common to all.

4C. Calculate and Rank
Last, give each theme a score based on the criteria established.

Question 42

Step 5: Visualize and Share

Answer 42

The final fidelity of your roadmap should mirror what you want to achieve and who will see it.