Service Experience Observation Sheet
Formulate your service essentials.
Ever had a service experience that was quite memorable for you? What was it about that experience that made it memorable?
This sheet helps participants reflect on a recent service experience at a shop, location, or service point and identify the qualities that made this experience memorable. Observations are focused on the following:
Wayfinding
Ambiance
Layout, Flow, and Traffic
Signage and Labels
Guests and Visitors
Transactions and Service Delivery
Accessibility Options
Quality and Satisfaction
This tool is perfect for teams that are looking to build their service principles and philosophies by taking learnings from both good and bad service experiences.
An example is also provided on the board to serve as a guide on how to fill out the sheet. You can also see a content library that contains example answers to the components in the sheet.
After participants have filled out their sheets, a group discussion is encouraged to synthesize key learnings and align on the principles that make up great service experiences.
Get started with this template right now.
Storyboard for Educational Purposes
Works best for:
Storyboard
The Storyboard for Educational Purposes template streamlines course creation by organizing content into scripts, screen text, and production notes. This template fosters collaboration among instructional designers and stakeholders, ensuring effective and engaging training modules. Perfect for educators and trainers, it enhances clarity, collects feedback, and improves overall learning outcomes by making content creation systematic and transparent.
Workflow Template
Works best for:
Project Management, Workflows
The digital world requires collaboration, and better collaboration leads to better results. A workflow is a project management tool that allows you to sketch out the various steps, resources, timeline and roles necessary to complete a project. It can be used on any multi-step project, whether it’s a business process or otherwise, and is ideal for plotting out the tangible actions you’ll need to take to achieve a goal and the order in which you need to complete those actions.
Lean UX Canvas Template
Works best for:
Desk Research, Product Management, User Experience
What are you building, why are building it, and who are you building it for? Those are the big pictures questions that guide great companies and teams toward success — and Lean UX helps you find the answers. Especially helpful during project research, design, and planning, this tool lets you quickly make product improvements and solve business problems, leading to a more customer-centric product. This template will let you create a Lean UX canvas structured around eight key elements: Business problem, Business outcome, Users and customers, User benefits, Solution ideas, Hypothesis, Assumptions, Experimentation.
Proto Persona Template
Works best for:
Design
Business decisions frequently rely on the personal preferences and assumptions of internal employees. However, making decisions that prioritize the needs of the individuals being served is helpful. When personas are developed effectively, they provide guidance to you and your team, ensuring that the interests of these crucial stakeholders are considered when making significant decisions.
Gap Analysis Template
Works best for:
Marketing, Strategic Planning, Business Management
Consider your team’s or organization’s ideal state. Now compare it to your current real-world situation. Want to identify the gaps or obstacles that stand between your present and future? Then you’re ready to run a gap analysis. This easy-to-customize template will let your team align on what obstacles are preventing you from hitting your goals sooner, collaborate on a plan to achieve those goals, and push your organization toward growth and development. You can focus on specific gap analyses — including for skills, candidates, software, processes, vendors, data, and more.
Empathy Mapping With AI Assistance
Works best for:
Research & Design, Market Research
Empathy Mapping AI Assistance template combines traditional empathy mapping with AI insights. This innovative approach helps you understand user needs by integrating data-driven insights with human empathy. Use this template to enhance your product development process and create more personalized user experiences.