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Discovery Workshop to Roadmap in 3 days
— 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;
- Understand ‘Getting the right idea’, and ‘getting the idea right.’
- Ideate Align the team with the same vision and then get creative.
- Roadmap Present, prioritise and justify.
Learn about the business
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
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
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
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
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
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
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?
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
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.
— russellwebb.co.uk – UX Designer
Get in touch
This is but part of a selection of design articles Spindlelegs generated for the creative community out there.
Please contact us further to discuss if your brand really wants to benefit from this new immersive experience here: [email protected] If something has peaked your interest. Please leave a comment below.