Define your goals
The greatest advantage of curating a UX strategy is the ability to keep company and user goals in line.It’s crucial to define what you and your team are aiming for as early as possible. So, the first step in crafting your UX strategy is to outline what your team hopes to achieve with the product.
You’ll want to include plans for the ideal user experience as well as overall business objectives. Here are some questions to ask yourself when defining your goals:
- What do we want to create or improve?
- What problem do we want our product to solve?
- What does a successful user experience look like?
- What do we need to know about our users?
- What financial targets need to be hit?
- How much funding do we have?
- What are our time constraints?
- How can company performance be maximized?
There’s a lot to research when designing a new product. When drafting your UX strategy, include what research tools you’ll use, what information you want to uncover, how to analyze your data, and assess if adding a UX researcher to the team is warranted. There are three main areas of research you’ll want to consider: users, stakeholders, and the competition.
Brainstorm and outline
Now that you have a solid understanding of what your users need from your product and the resources you have to create it, it’s time to start drafting some designs. When planning this stage of your UX strategy, assess what brainstorming and creation methods you and your team will use to come up with some preliminary designs.
Ask yourself and your team some questions:
- What ideation exercises will you use?
- Will you start with good ole’ pen and paper? What design softwares do you have access to?
- Does your team need an online software that supports remote work?
- Are there preferred wireframing and prototyping tools you will use?
Plan testing and evaluation methods
Now that you’ve got a solid idea of how you’ll approach creating solutions, it’s time to plan what methods you’ll use to test your designs and how to go about evaluating the results. Here are some things to think about:
- How will you recruit users for testing?
- Will the tests be moderated or unmoderated?
- Will they be done remotely or in-person?
- What user and usability testing methods will you use?
- Can you run testing yourselves or do you need to outsource to a testing company? (e.g. UserTesting)
- Are you obtaining both qualitative and quantitative data?
- How will you analyze and present the data you obtain?
- What types of metrics will you be using to measure success?
- Do your designs fit the requirements for your development team?
Prepare to iterate
No UX strategy is complete without a plan of how to revise and improve your designs based on user feedback. Most final products go through several cycles of the design process and are constantly undergoing re-testing and revisions even after they are released to the public. Technology and UX trends are constantly changing and the best design teams keep evolving their products along with them.
Be sure your UX strategy includes how to use the data you gathered during your user testing to improve the user experience and how to keep the product current and in line with users’ expectations. The more you plan to stay on top of all these elements now, the less work you’ll have to do in the future dealing with total re-designs.