A UX strategy workshop
led by Jared Spool USA, Europe & Australia   ·   2020

Workshop Homework

A message from Jared Spool, the workshop’s leader:


I'm very excited you're coming to the Creating a UX Strategy Playbook workshop. We have a jam-packed day and half put together for you. You're going to love it.

Let's get started now.

There are five things I need you to do to get ready for the workshop. Don't panic if you can't get all of these done perfectly. Do what you can, and we'll have room in the workshop to adjust for what you don't get to. The homework will ensure you get the most out of the exercises.

1. Watch the Beyond the UX Tipping Point Video (77 minutes)

In the workshop's first section, we’ll look at your organization's design maturity. To understand how I'm thinking about design maturity, I'd like you to watch this presentation.

The important part to focus on are the three maturity scales: The growth of understanding, the growth of organizational design, and the maturity of the marketplace. We'll refer to these in depth during the workshop.

Slides, transcript and download video (right click and save).

2. Watch the Building A Winning UX Strategy with the Kano Model Video (48 minutes)

In the workshop's second section, we'll look at the process by which features are added to products. We'll break them down into the categories defined by what's known as the Kano Model. You'll want to watch this video to see how that model works.

We'll be focusing on experience rot, meeting expectations, and the approaches to delight. In the workshop's afternoon section, we'll look at your design process and see how these components of the model affect it.

Slides, transcript and download video (right click and save).

3. Pick 3 mission-essential ongoing or recent projects

As we work through your UX strategy plays, we'll want to have some concrete examples to work with. Think about your organization's mission. What are three ongoing or recent projects which feel essential to that mission?

Here's what we'll need to know about those projects:

  • What was/is the outcome that makes it essential?
  • How long has it been going on? (And how much more do you think they have to do?)
  • How will the organization determine if it was successful?
  • Who is on the team directly? Who are key stakeholders?
  • Is UX design an important part of this project’s success? How has it been a part?

You don’t need to write up anything formal. Just some quick notes for you to reference during the workshop.

If you're coming with co-workers, you could pick these as a group in advance. However, it might be more interesting if each of you picked your own three projects, then compared notes to see if you have the same viewpoint of your organization. (That alone could be very informative.)

4. Choose a recently shipped project to analyze

In the second section of the workshop, we will study the research that happens during your team’s projects.

Choose a project your team has recently shipped (or is about to ship in the next few weeks).

  • What month and year did the project start?
  • When did the project ship or finish?
  • What were five to eight major milestones that happened during the project and when did they happen?

Milestones can be any major accomplishment, like “Define requirements,” “Developed prototype,” “first working version ready for testing,” or “presented to key customers.”

Our goal is to have a sense of the overall timing of the project. We’ll use that information to identify strategic points to possibly improve the team’s user research efforts.

5. Assess your UX team's skills

In the final section of the workshop, we’ll look at the strategic plays for strengthening and growing your UX team to meet the future demands of the organization.

Read the article, Assessing Your Team’s UX Skills, then do a rough assessment of the skills of your UX team. We’ll go over your assessment, looking for places where the team can improve and places where you'll want to focus your future hiring efforts.

Again, if you’re coming with co-workers, you could do the assessment in advance as a group. It also would be interesting to see if you would rate the team the same way as your co-workers, so you might want to try it independently first.

Still have questions? I know I’m very much looking forward to the workshop. I hope you are too! See you soon.