UX Theme workshop: (template)

Workshop date FigJam board
YY-MM-DD
HH:MM UTC 		FigJam link

Overview

UX Roadmaps are a strategic, living artifact that aligns, prioritizes, and communicates a Product Design team's future work and problems to solve. UX roadmaps should act as a single source of truth for your team's North Star vision serving as the blueprint for your strategy.

Please read the UX Theme documentation prior to planning this exercise.

Objectives

  1. Generate a Stage group UX/Goal and Vision for the year
  2. Generate a UX Themes that can be used to create your Group's direction/roadmap for the year
  3. Share the UX Vision with your team

Who to include

When creating UX Themes, you want to include everyone who would directly contribute to or consume the information from your groups UX direction. (e.g., Design managers, UX Researchers, etc.,)

Team member Role Definition
GitLab handle Facilitator Typically, a Design Manager, Staff Designer, or Sr. Designer for the stage group.
GitLab handle Product DRI The Product Manager assigned to the Stage group
GitLab handle Design DRI The Designer assigned to the Stage group
GitLab handle Team member (optional) Design manager, UX Researcher or other designers in the stage if they aren't acting as the facilitator
GitLab handle Team member (optional)
GitLab handle Team member (optional)

Pre-workshop activities

Setup

📆 Due: 1 week before the workshop

Facilitator-@handle tasks
  • Watch this video introducing the concepts of UX Roadmaps [~5min]
  • Familiarize yourself with the UX Roadmap documentation [~15min]
  • Assign this workshop issue to participating team members
  • In FigJam copy the UX Theme workshop template into the stage’s Room. Update the link to the FigJam board in the table at the top of this issue
  • Create a 2-hour meeting, inviting the workshop participants. Link this issue in the invite and include a mention about the homework activities.
  • Create 2 comment threads for collecting inputs below. 1 thread for Goals & vision inputs and 1 thread for theme inputs. Link the threads to the related tasks in #2 gathering inputs table.

Homework

📆 Due: 3 days before the workshop

1. Introduction to UX Roadmaps

Product DRI-@handle tasks
Design DRI-@handle tasks

2. Gathering inputs

Product DRI-@handle tasks
  • (Goal & vision) Provide links to the group/category direction & vision documentation in this thread
  • (Theme) Provide links to the relevant category vision epic/roadmap and/or the location where feature issues are stored in this thread
Design DRI-@handle tasks
  • (Theme) Provide links to the group/category JTBD in this thread
  • (Theme) Provide links to any relevant actionable/informative insights in this thread

3. Workshop preparation

📆 Due: 1 day before the workshop

Facilitator-@handle tasks
  • Transfer goal & vision inputs as individual post-its into section 1 of the FigJam board
  • Transfer theme inputs as individual sticky notes into section 2 of the FigJam board

Workshop (synchronous)

Workshop Itinerary: 2 Hours

Activity Details Est. Time
Introduction Overview/goals of workshop 5 min
Goal statement activity Defining the UX goals & vision for the group 15 min
Theme clustering First step to creating themes 45 min
Break ----------------------------------------------- 5 min
Theme refinement Transition clusters into themes, add details, assess for exclusiveness and scope 45 min
Theme playback Brief walkthrough of the work completed and wrap-up 5 min

Post-workshop

Transition themes into GitLab

📆 Due: 2 days after the workshop

Design DRI-@handle tasks
  • Create UX theme issues following this example
  • Set the appropriate milestone range based on the prioritization activity in the workshop.
  • Label the issues with the appropriate section/stage/group/category labels and include UX Theme
  • Place Theme issues in a new UX Roadmap epic or existing product roadmap epic

Socialize UX Themes

📆 Due: 5 days after the workshop

Design DRI-@handle tasks
  • Socialize the generated themes/direction using one of the two methods below:
    • Synchronous: Set up a recorded call with the PM, EM, and other stable counterparts in the stage to walk through your UX Themes. Using this board, filter on your group to remove other team's themes. Walkthrough your themes in the order you expect to work on them left to right, jumping into the theme issues for more definition.
    • Async: If counterparts cannot attend, record yourself walking through your UX Themes using this board, filter on your group to remove other team's themes. Walkthrough your themes in the order you expect to work on them left to right, jumping into the theme issues for more definition.
  • Post the recording to unfiltered and share the link to the group's Slack channel as well as the UX Channel for visibility.

Wrap-up

Design DRI-@handle tasks
  • Close this issue and link it to the epic containing the UX Theme issues
Edited by 🤖 GitLab Bot 🤖