HEART Framework Template
Evaluate customer satisfaction and ensure that you are providing real value with the HEART Framework. Measure Happiness, Engagement, Adoption, Retention, and Task Success.
About the HEART Framework template
The HEART framework is a UX framework developed by Google. It turns the often-fuzzy idea of user experience into a set of measurable, actionable metrics, helping your product win new users and keep current active users loyal.
What is the HEART framework?
User experience teams often find it challenging to develop useful metrics for success. It’s an even greater challenge for teams at large companies. You can measure user experience at a small scale through user research, surveys, and focus groups. But as your company grows, your customer base gets too large for these methods to always be reasonable.
Google developed the HEART framework to tackle the problem of quantifying user experience. The HEART framework is a set of user-centered metrics you can use to measure user experience at any scale — then draw on those metrics repeatedly throughout the product development lifecycle.
What does HEART stand for?
HEART stands for Happiness, Engagement, Adoption, Retention, and Task Success.
Happiness is a subjective measure of attitude or satisfaction. It’s often quantified through user surveys and bolstered via case studies.
Engagement measures how much the user interacts willingly with a product. Depending on the product, it can be measured by your number of active users in a day, week, or month or your net promoter score (NPS).
Adoption is the rate of new users gained in each time period, usually monthly.
Retention measures how long each customer remains an active user before dropping off. Churn, the other side of the coin, measures how many active users go inactive each month.
Task Success is either the average time it takes a user to complete a task in your product or the percentage of tasks users successfully complete.
What are goals, signals, and metrics in HEART?
Goals, signals, and metrics are the core of the HEART process. All five areas of the HEART acronym must be connected to a goal, at least one signal, and at least one metric.
A goal is a statement of what you’d like your product to achieve in that area of HEART. It’s important for goals to be general, not defined by existing metrics. Some examples:
Happiness goal: “We want logging into our product to feel relaxing and supportive.”
Engagement goal: “We want users engaging with our app every day.”
Adoption goal: “We want our user base to grow continuously.”
Retention goal: “We want as little churn as possible.”
Task Success goal: “We want to minimize abandoned tasks across all user segments.”
Next, come up with one or more signals for each goal. Signals are signs you can look for to show you whether you’re on track to achieve your goal. Examples might be:
Happiness signals: Positive feedback from with real users, recommendations, few complaints.
Engagement signals: Large amount of user-generated content, users spending more time in the app, users logging in multiple times per day.
Adoption signals: More downloads, new features adopted quickly, paid features generating more revenue.
Retention signals: More subscription renewals, fewer users going inactive.
Task Success signals: Few abandoned tasks, few complaints about time-to-completion.
Finally, decide on metrics you can use to objectively measure each signal. For example:
Happiness metrics: Number of five-star reviews, NPS.
Engagement metrics: Daily/weekly/monthly active users.
Adoption metrics: New users per day/week/month, revenue from paid users.
Retention metrics: Retention rate, churn rate.
Task Success signals: Tasks completed per user, average completion time.
The HEART framework is not prescriptive. You’re free to come up with whatever goals, signals, and metrics make the most sense for your business and product.
How do you create a HEART model?
Start by selecting the HEART framework template. Then follow these steps:
Decide on your scope. Are you evaluating your whole product, certain features, or just one feature?
Get familiar with the template. The five areas are listed at the top of the table. Goals, signals, and metrics run down the left-hand side.
Fill out goals for each column. Brainstorm or with your team to settle on five goals.
Fill out signals. Signals can be either positive (something you want to see) or negative (something you’re on the right track if you don’t see).
Fill out metrics. Pick metrics you can use to quantify each signal.
Alternately, you might choose to come up with goals, signals, and metrics for each column before moving on to the next one. Either approach works!
Once finished, you can share your framework with your team or anyone else who would benefit from seeing the information by sending them the board link.
When should you use the HEART model?
The HEART model is generally used to measure larger scale projects, but it works for any size project or team. Use it whenever you want to ensure you’re making your customers happy and providing them with real value.
What are UX frameworks?
A UX framework is a set of assumptions and steps a team can use to build a user experience. UX frameworks such as HEART also monitor and refine user reactions to a product once it’s already out in the world.
What is a KPI in UX design?
A KPI, or key performance indicator, is a measurable variable a UX team can use to determine how their user interface is performing with customers. In the HEART framework, it’s called a metric. Examples include monthly active users and time to complete tasks.
What is UX tracking?
UX tracking is the act of using tools to follow how users interact with your product. It encompasses a wide range of technology, including website analytics, click-tracking, and A/B testing apps.
How do you use the HEART framework?
The easiest way is to use this free template. Alternatively, create a table and label one axis with Happiness, Engagement, Adoption, Retention, and Task Success. Label the other axis with Goals, Signals, and Metrics. Then, work with your UX team to fill in each cell.
Perceptual Map Template
Works best for:
Marketing, Desk Research, Mapping
To shape your messaging, tailor your marketing, improve your product, and build your brand, you have to know your customers’ perceptions — what they think of you and your competitors. You can gain those insights by exploring a perceptual map. This simple, powerful tool creates a visual representation of how customers rank your price, performance, safety, and reliability. Put this template to work and you’ll be able to size up your competition, see gaps in the market, and understand changes in customer behavior and purchasing decisions.
Disney Creative Strategy Template
Works best for:
Business Management, Ideation, Brainstorming
Know who knew a little something about coming up with ideas that set imaginations alight? Walt Disney. And he inspired the Disney Creative Strategy, an approach that establishes three types of thinkers—dreamers, realists, and critics—and gives each the space to do clear thinking. Your team will go through an engaging exercise of adopting the three mindsets, where they’ll focus on a specific aspect of the idea. The Disney Creative Strategy has a way of yielding brilliant ideas and great products. That’s why it’s used successfully by organizations of all kinds and sizes.
Customer Touchpoint Map Template
Works best for:
Desk Research, Product Management, Mapping
To attract and keep loyal customers, you have to truly start to understand them—their pain point, wants, and needs. A customer touchpoint map helps you gain that understanding by visualizing the path your customers follow, from signing up for a service, to using your site, to buying your product. And because no two customers are exactly alike, a CJM lets you plot out multiple pathways through your product. Soon you’ll be able to anticipate those pathways and satisfy your customers at every step.
Design Sprint Kit Template
Works best for:
Agile Methodology, UX Design, Sprint Planning
With the right focused and strategic approach, five days is all it takes to address your biggest product challenges. That’s the thinking behind Design Sprint methodology. Created by Tanya Junell of Blue Label Labs, this Design Sprint Kit provides a set of lightweight templates that support the Design Sprint’s collaborative activities and voting—and maintains the energy, team spirit, and momentum that was sparked in the session. Virtual sprint supplies and prepared whiteboards make this kit especially useful for remote Design Sprint Facilitators.
Funding Tracker Template
Works best for:
Kanban Boards, Operations
For many organizations, especially non-profits, funding is their lifeblood—and meeting fundraising goals is a crucial part of carrying out their mission. A funding tracker gives them a powerful, easy-to-use tool for measuring their progress and staying on course. And beyond helping you visualize milestones, this template will give you an effective way to inspire the public to donate, and help you keep track of those donors. It’s especially useful when you have multiple donations coming from a variety of sources.
PEST Analysis Template
Works best for:
Ideation, Strategic Planning, Business Management
No business operates inside a vacuum, so if you want to succeed, you have to successfully deal with local laws, government regulating bodies, the health of the local economy, social factors like the unemployment rate, average household income, and more. Use the PEST Analysis Template to help you explore how the world impacts your business and how you can work around it.