What is a UX Strategy?
A UX strategy is the tailored plan and approach for a site or product. This tailored plan consists of a carefully chosen collection of UX methods, put together in a specific order, and adjusted to fit user needs, technical constraints, and business goals. In short, it’s taking the UX methods listed on this site and putting them in order.
Though that may sound easy, understanding which methods to include in a plan only comes after enough understanding of each method, resources, budgets, timelines, constraints, UX maturity at the company, and more. There is no one way to determine a UX strategy, and each strategy may be different than the last, which is why it can be difficult to pull off.
There are a lot of variables in forming the right UX strategy, and a well thought-out UX strategy will help guide a team through the product life cycle, with confidence that they are solving the right problems for their users and the company, and in the right order.
What do you need to create a UX Strategy?
How do you create a UX Strategy?
Step 1: Conduct a discovery session
A Discovery Session is the first (and most important) meeting you are going to have with your stakeholders or client so you can better understand what it is that they are trying to do and why. It will cover the goals, requirements, justification for the work, deadlines, constraints, key contacts, and anything else that may give you a high-level understanding of the project.
In a Discovery Session, you will ask a series of questions whose answers will allow you to then tailor a precise UX strategy for the project, and set expectations about what you can reasonably deliver based on their requirements, timeframe, and constraints.
You can view full details on how to run a discovery session here.
Step 2: Understand the gaps and assumptions
From the Discovery Session, you will be able to identify any goals, user needs, and requirements that were based on assumptions. These can be considered gaps, and you need to make note of these as they will come back into play when you set your UX strategy.
Step 3: Understand the constraints and risks
Understanding your constraints like timeline, budget, resources, and technical limitations should also help you identify risks, which can then help you refine the list of UX methods you add to your UX strategy. If it’s a tight timeline, you may need to find the balance of UX methods that can be done quickly and that offer the biggest payoff. If your resources or budget is a constraint, you may need to focus on cheaper UX methods. If the company plans on spending 2 years building this with 20 developers, that signifies a high risk, and you may need to propose more upfront, evaluative research methods before any design work is started.
Have a 30 minute meeting with the person that can help you understand the constraints. That’s probably all you will need.
Step 4: Create your UX strategy
Now that you have a deep understanding of the goals, risks, requirements, gaps, assumptions, and constraints, you can finally (and confidently) choose which UX methods to include in your UX strategy, and in what order.
Factor in everything we have covered and select the UX methods that can feasibly be done within your timeline, that will fill the biggest gaps and assumptions, and reduce the most amount of risk going forward with your project. Put them in a list, along with the length of time it will take to complete each one.
This is also where it gets tricky. UX is all about empowering confident decisions in design, but when forming a UX strategy, you need to weigh your confidence in the project against the consequences of failing.
In general, if there are a lot of assumptions being made, and the consequences of failing are severe, then it is in your project’s best interest to add some UX methods towards validating those assumptions.
On another hand, if there are a lot of assumptions being made, but the consequences of failing are mild or lax, you may wish to go for more of a lean UX strategy. This approach focuses on building something quickly based on those assumptions and including UX methods that can help validate it quickly after it has been released.
Remember, some methods may be quick to do, but other, longer methods may lower your risk more and provide you and your stakeholders with more confidence. You need to understand these trade-offs, and more importantly, be able to communicate them to your stakeholders in a professional manner. Which brings us to the next step.
Step 5: Review your UX strategy and make adjustments
Now that you have your proposed list of methods that form your UX strategy, review it with your stakeholders or client. You may have to make some trade-offs and adjustments, which is why you need a deep understanding of the pros and cons of each UX method you’re suggesting.
Step 6: Start work on your plan
Once you have finalized your list, you can now start at the top and work your way down. Good luck!