planning

Voice of the Customer Template

Identifying the voice of the customer is a crucial part of any customer experience strategy. Your Voice of Customer is simply a framework for understanding your customers’ needs, wants, preferences, and expectations as they interact with your brand. Evaluating your Voice of Customer allows you to dive into what your customers are thinking, feeling, and saying about your products and services, so you can build a better customer journey. Use the Voice of Customer template to record answers to key questions about your customer, including: What are they saying about our product? What do they need? How can we fulfill that need? And who is this persona?

Example Mapping Template

To update your product in valuable ways—to recognize problem areas, add features, and make needed improvements—you have to walk in your users’ shoes. Example mapping (or user story mapping) can give you that perspective by helping cross-functional teams identify how users behave in different situations. These user stories are ideal for helping organizations form a development plan for Sprint planning or define the minimum amount of features needed to be valuable to customers.

Innovation Matrix Template

Visualize the best way to grow your business with this Innovation Matrix template. It’ll show you how to streamline your innovation, make the right decisions about which areas of your business to innovate, and manage the entire process. So if you want to figure out the best way to innovate in your business, an innovation matrix can help.

One-on-one Meeting Template

Ensure your meetings are productive by using a one-on-one meeting template. Create and stick to your agenda items, understand what’s going well, what isn’t working, and how to improve. Discuss what’s been accomplished and what’s still in progress.

Critical Design Review Presentation Template

Use this template to finalize the design phase of a project. Keep all team members on the same page and ensure that your team’s technical efforts are on track.

Design Research Template

A design research map is a grid framework showing the relationship between two key intersections in research methodologies: mindset and approach. Design research maps encourage your team or clients to develop new business strategies using generative design thinking. Originally designed by academic Liz Sanders, the framework is meant to resolve confusion or overlap between research and design methods. Whether your team is in problem-solving or problem space definition mode, using a research design template can help you consider the collective value of many unrelated practices.