Resources & Templates

Strategy Resources

We have put together for

you a list of links and best

in class templates that you

can download and try them

on your own project later.

Download the Strategy tools and templates in the

additional rerources
 Key steps
Discovery Outputs

Brief Debrief

Research Plan

Run Research tools

Analyze Results

Generate Deliverables
Tool Design Worksheet
Define 03 levels of Business Objectives

Business
Key Performance
Product

Requirements Indicator (KPI) Metrics

Higher level objectives set for the project, it is used to Outcome-based statements to track how these higher Quantifiable measurements to track specific business/
capture the core business needs and what’s critical overall level objectives are regularly progressing. A KPI is always product activities to support the accomplishment of the
to organizational success.

connected with a critical business objective.

KPIs. Tracked on a minute /daily /weekly basis within our

digital product.

 Key steps
Discovery Outputs

Brief Debrief

Research Plan

Run Research tools

Analyze Results

Generate Deliverables
Tool Design Worksheet
From our business objectives we can generate a
Stakeholder Mapping

Latent Promotors

Keep Satisfied: Significant decision-making authority. Cannot be actively Actively Engage: Significant decision-making authority. Can kill, sustain or
engaged due to lack of availability or interest. Leverage for final escalation.

nurture project. Consistent touch points. Leverage for first escalation.

Power/ Influence

Apathetic Defenders

Monitor: Aren’t significantly involved. Know who they are and only monitor if Keep Informed: May be impacted by the project, but have little influence/
they move into other quadrants.

power. Find efficient ways to communicate and keep them informed.

Interest/ Availability
Tool
Design Worksheet

From our audiences we analyze extreme use cases using a

Mindset Matrix

Independence on the

Mindset A purchase d e c i s i o n

Mindset B

“Love and chose the brand”

“Shopping for a new brand”

Brand Fandom

“Happy to own a pair of your sneakers”

“I wear what I’m told to wear”

Mindset C
Mindset D
Example Design Worksheet
Within our extreme mindsets mapped we should
prioritize the platform’s primary users. Example:

Existing Customer - Replenishment New Customer - Acquisition Strategy

Strategy

“I wear what I’m told to wear”

“Love and chose the brand”

Mindset A Mindset d

Meet Convinced
Meet CURIOUS

Tracey

CARLA
Tool

Design Worksheet
Target audience take-away: Gains

target

audience

cONVINCED CURIOUS

T r a c e y
C A R L A

(01) gain (02) gain (03) gain

Example of a need for our user:

Example of a need for our user:
Example of a need for our user:

Inspiration: finding inspiration to try Product finding: product curation and Professional guidance: finding expert

something new
shortlisting

suggestions for decision-making

Tool

Target audience take-away: Pains Design Worksheet

target
audience

cONVINCED CURIOUS
Tracey
CARLA

(01) Pain (02) pain (03) pain

Example of a need for our user:

Example of a need for our user:
Example of a need for our user: Lack of
Struggling to find products: e.g: difficulty finding Main concerns: learning what's good based on confidence in choice: too many options and
product outside of physical store or salon
type of ingredients
too many similarities to make a choice

Tool

Target audience take-away: Design Worksheet

Jobs to be Done target
audience

cONVINCED CURIOUS
Tracey
CARLA

(01) Job to be done (02) Job to be done (03) Job to be done

Example of a the key action needed to be Example of a the key action needed to be Example of a the key action needed to be
obtained by the user: Visualise final results: obtained by the user:
obtained by the user: Delivery updates: not
understanding results, not just the how-to's.
Terminology: understanding technical terms
knowing status of order delivery

Tool

Customer Experience Journey Design Worksheet

Phase

AWARNESS CONSIDERATION EVALUATION CONVERSION ENGAGEMENT

User Journey
touchpoints

Identify Need

Exploring the site

Reviewing relevant content
Locating call to action

Recognizing the value

Sharing organically

On-going and return visits

EMOTIONS

Curious Excited Curious Excited Delighted

Inspired Motivated

Back end

touchpoints

Before reaching the site

Content curation
Initiate direct contact & Data collection

Follow-up continue contact

Tool

Experience Journey Canvas Design Worksheet

AWARNESS CONSIDERATION EVALUATION CONVERSION ENGAGEMENT

User Journey
touchpoints

Touchpoint 1

Touchpoint 2
Touchpoint 3
Touchpoint 4 Touchpoint 5

Touchpoint 6

Touchpoint 7

Key Channels Key Activities

Key Resources
Value Proposition
Customer Customer Customer Segments
Relationship
Relationship

Key Partners
Cost Structure
Revenue Streams

Back end

touchpoints

Before reaching the site

During
During

Post Follow-up
 Key steps
Discovery Outputs

Brief Debrief

Research Plan

Run Research tools

Analyze Results

Generate Deliverables
Tool
Finally we put together the
Design Worksheet
Design Statement

Our
[products & services]
helps
[CUSTOMERS]
who wants to
[JOBS TO BE DONE]
by
[VERB] [PAIN]

and [VERB] [GAIN]

Tool

Strategy Brief for the design Design Worksheet

process to continue

Business Objectives & KPIs Added value

Key Audiences to address

Jobs to be Done Key Benefits and Guiding Principles

Journey

Touchpoint 1
Touchpoint 2
Touchpoint 3
Touchpoint 4