Just you, your imagination, and a blank canvas.

Discovery Workshop to Roadmap in 3 days

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.

— Goals > People > Feedback > Action

What specific UX workshop or ideation services do you need?

Need a proposal with a timeline for your future roadmap?

We had a deadline. We needed to solve big problems, fast.

This user-centred and business workshop to deliver;

  • Business Problem Statement
  • Value Proposition Statement to excite users tied to a Product Roadmap

Generate a Value Proposition, collaboratively.

Guiding the client through alignment sessions based around three hypotheses;

  1. UnderstandGetting the right idea’, and ‘getting the idea right.’
  2. Ideate Align the team with the same vision and then get creative.
  3. Roadmap Present, prioritise and justify.

Learn about the business

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.
Generate a value proposition statement, align personas and apply them to a customer journey map.

Knowledge gathering

Learn about the current business. Learn about the current and future users.

Actionable intel

Validate ideas and solve big challenges. Uncover hidden business and user pain-points.

Outputs and deliverables

Generate a Value Proposition. Understand and map a user journeys. Create a roadmap in a logical and structured manner.

Sharing a vision and aligning Personas

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.
Generate a value proposition statement, align personas and apply them to a customer journey map.

These sessions were invaluable in terms of getting to know the client’s ecosystem, aligning expectations and setting design targets.

Value Proposition Canvas

Improving on personas was a key goal. Introducing a Value Proposition Canvas as a tool exposed many misunderstandings. This exercise was tailored to Jobs To Be Done, Pains and Gains purely of the customer persona – this identified key themes and potential services that would appeal to the personas.

‘Ask the experts’ uncovered early business goals included attracting the educational establishment and individual employers using baked-in services, plus having the ability to grow the right markets and the right persona for that market.

Building on the vision

The client had the raw building blocks and the workflow for their ‘niche product for a niche market’, communicating that vision on where they wanted to be was crucial to engage new key customers.

Building a Journey Map with a selection based scenario

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.
Generate a value proposition statement, align personas and apply them to a customer journey map.

Visually representing all user touch points aligned the participants.

  • Step 1 – Preparation and consent.
  • Step 2 – Profile Building.
  • Step 3 – Search and Selection.
  • Step 4 – Evaluation and Agreement

A truly valuable activity, that surfaced opportunities that were eventually clustered and presented to the group as an adaptive Crazy 8 session. This led to the most challenging part of the workshop, the Ideation Sessions. This resulted in 4 concepts to populate on a road map.

Prioritised ideation session concepts

1. Data Driven Profile & Test Builder

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.

Value: shorter tests, empowerment and improved user experience

  • Add key indicators into job profile definition
  • Empower the key persona with a guided self-service model for selection, surfacing details of details for the expert persona
  • Fit candidate suggestion tool from an employee pool
  • Connects to other API portals for greater value

 2. Right Insights for the Right User

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.

Value: Personalisation. Summary driven. Detail where needed.

  • AI best fit suggestions based on profile.
  • Rate candidates and visualise with a best aligned likelihood indication in ranked order.
  • Deliver understandable insight and detail when requested for expert users.
  • Key insights & match rating on values, culture, personality, etc
  • Media rich experience, engaging the users with video and live and dynamic visualisations;

 3. Candidate Experience & Value

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.

Value: candidate self-improvement. More engaging tests and more engaged customers

  • Shorter assessments, setting target thresholds in the process
  • Reward every candidate by giving feedback, tips to improve or learn, job suggestions
  • Be fair & honest to the candidate on possible mismatch on values and culture 
  • Create account functionality to store profile, experiences, and test results

4. From Hiring to Performance, and Back

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.

 Value: better decision = better employees. Highlight new insights. Segmentation.

  • 360 view – track new hires over time, top performers inform future hiring. 
  • Use performance data and employee self-ratings to inform future profile building and hiring decisions and guide personal development
  • Compare performance & career progress to your peers

Images courtesy of Nejal Patel

How these concepts added value

Gen Z customers were looking for shorter tests, looking for empowerment tools and an improved user experience. Personalisation and self-improvement were also key drivers from Gen X through to Millennials . The solutions had to be summary-driven highlighting relevant insights, with the options to retrieve details when needed. This would lead to more engaging tests and more engaged customers and facilitated better decisions which, inturn corresponded to better employees.

What does success look like?

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.
Setting KPIs that match target personas became a measure for the business. Results were then validated by the SME’s present.

Defining goals and measuring success

Client retention and configuring shorter tests, coupled with immediate feedback functionality all benefitting from a global database became the defining goals. Measuring success with increased number of service sign-ups and improving diversity all contributed to making a better hiring decision – one of our secondary workshop goals.

Introducing 21st century concepts would get internal client push back from their traditional workforce. Therefore focussing only on early adopters could have limited benefit.

And finally, with our acquired knowledge we generated a goal oriented roadmap

Generate a value proposition statement, align personas and apply them to a customer journey map. This led to ideation sessions and to a goal-orientated product roadmap.
Setting standards with a development Roadmap

Setting milestones with a draft roadmap contributed to accelerating development across this year and the next. Three successful days culminating in 3 successful takeouts. 

Align the target audiences

Accomplished early through a deep dive personas playback session, this proved essential both to enable the journey map but also to assign values in the KPI session.

Define the Pains and Gains

Using a Value Proposition Canvas, this business tool surfaced solutions across the personas range (defined in No 1)

Build a draft Product Roadmap

This acted as a guiding strategic document and as a high-level visual summary of the workshop outcomes. The two principal development streams were formulated around two principal personas.


Problem Statement > Knowledge sharing and defining scope > Ideation (4 principal concepts) > Future Roadmap
The Super App concept; What factors have helped fuel their popularity. From personal experience of designing many financial Super Apps for various wealth management clients, what modern-day users now expect from this new digital experience.

— russellwebb.co.uk – UX Designer

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