Documenting User Journeys
Tools +
templates
2 © Content Science
Why
document?
Approaches
to document
Goals
Why document user
journeys?
3
• Engage + align stakeholders in gaining
empathy for users or customers.
• Visualize the user experience in a concise +
easy-to-understand way.
• Create a foundational tool for detailed planning,
including content + story mapping.
• Create a “living” reference that you can update
as you discover more about your users over time.
When you document user journeys, you…
4 © Content Science
CFA Institute turned their
user journeys into large
posters that they hung in
work areas with
developers, designers,
content managers, +
content creators. The
posters support ad hoc
conversations + meetings
that affect the user
experience.
Hanging up (+ hanging out with) user journeys
5 © Content Science
What are
approaches to
documenting a user
journey?
6
Approaches to documenting a user journey
Ideally, you outline with paper, refine with a
spreadsheet, and then visualize clearly.
OUTLINE
7 © Content Science
REFINE VISUALIZE
Approaches to documenting a user journey
But you could use only the paper or only the
spreadsheet in combination with a sketch. That
documentation will help you plan but might not be
as useful as a communication tool for your
stakeholders.
A rough sketch of tasks
+ emotions in a user
journey
8 © Content Science
© Content Science
Paper
Documenting a user journey with paper is a
great opportunity to engage stakeholders.
Stakeholders with different
perspectives can strengthen the
journey while deepening their
empathy for the users.
9
Spreadsheet
A spreadsheet allows you to expand and
customize the notes further.
10 © Content Science
Spreadsheet
You might want to add rows and notes such as
• Opportunities (for your company)
What opportunities does your company have to
better serve the phase of the journey?
What opportunities does your company have to
better meet its goals while serving the customer
journey well?
• Available content
What content is serving this phase of the journey
right now?
11 © Content Science
© Content Science
12
Visualization
You can design a
representation of the
journey that emphasizes
elements important to
your team +
stakeholders.
You can start with a
sketch + then make it
higher fidelity—or leave
it as a sketch.
PHASE EXCELLING
PROGRESSING
COMMITTING
AWARENESS
USER JOURNEY
FOR
WORKING PROFESSIONAL
SHOPPING
TASKS +
BEHAVIORS
DESCRIPTION
EMOTIONS
• W hat is my overall health?
• W hatis the long run benefit?
• Is it setting me up to be healthy for
many years?
• W hat are my
performance goals?
• Will improving strength help?
DECISIONS +
QUESTIONS
?
THERACK
OPPORTUNITIES
• How can this fit into
my schedule?
• Can I afford this?
• W hat gym fits my needs?
• W hat are the options?
• Can The Rack work with
my schedule?
• W hat are The Rack’s
credentials?
• W hat are the space and
equipment like?
• W hat are the people and
overall vibe like?
• How does this gym compare to
others?
• Do I see improvements?
• Is it worth the money
and time?
• Dothe coaches care about
my progress?
• How do I compare to my
friends or others like me?
• W hat else can I learn from
The Rack?
• How can I improve
even more?
• W hatshould my next
goals be?
• How can I recover well
and efficiently?
• How can I get more people I
like at The Rack?
TV
Internet
Magazine
Face to face
Social media
Face to face
Phone
The Rack website
Face to face
Text
Call
The Rack website
W ord of mouth
Social media
Testimonials
The Rack website
Internet
Social media
Referrals
CHANNELS
ASK FRIENDS+
RESEARCH
ONLINE
HEALTH
CONCERN
!
DESIRE TO IMPROVE
ATHLETIC
PERFORMANCE
DISCOURAGED
!
FRUSTRATEDAND
OVERWHELMED
!
COMPLETE 1ST4-WEEK
PROGRAM AND
SEE RESULTS
Prospects contemplate living a
healthier and fitter lifestyle.
Prospects educate themselves,
seek advice, and consider
options.
Prospects evaluate which gyms
will align with their fitness goals
and time schedule/budget.
Prospects commit to The Rack Prospects begin to see results and
set an advanced schedule to working towards their fitness work
with their busy work/home goals and continue to juggle their
schedule while also meeting fast paced schedule.
fitness goals.
2-4 months 3-6 months 1-2months 1-3months Ongoing
EST. TIMEFRAME
FIRST
CONSULTATION
-
+
0
RESEARCH
GYMS
FOLLOW
PROGRAM
FOLLOW
PROGRAM
COMPLETE
PROGRAM AND
SEE RESULTS
SEEK
RECOVERYPLAN
+PROGRAM
INJURY
!
RESULTSEXCEED
EXPECTATIONS
CONTACT
THE RACK SEEKCOACHING,
PROGRAMS,
+TIPS
COMMITTEDTO
LONG TERM
Inspire people to improve
performance and health by
improving their strength.
Equip the website with all the
information someone would need
to decide The Rack is the right
place for them.
Providing clients withcontent
during the initial meeting to answer
future questions.
• Set realistic expectations.
• Provide easy, visual wayto track
initial progress and celebrate
success.
• Address real orperceived lack
of progress.
• Keep interest and motivation with
new equipment, advice/
education, inspiration, and goal
setting.
• Strive for customers to experience
a “wow” moment of delight,
inspiration, or accomplishment
every 4 weeks.
• Encourage customersthrough
injuries or health setbacks.
• Make sharing successes and
referring new customerseasy
andfun.
FUN WITH NEW
INSIGHTS, TECHNIQUES,
+EQUIPMENT
© Content Science
13
Visualization
Typically, the tasks are best represented in a
high-level flow chart.
© Content Science
14
Visualization
Often, the emotions are best represented with an
indication of positive and negative emotions.
Placements, icons
(stars + exclamation
points), + colors
(green + red)
suggest emotional
highs + lows.
Visualization
Clear headings, labels, sections, + icons help
make the journey easy to scan.
15 © Content Science
Visualization
You can layer data representations to underscore
major points, such as how well your current digital
touchpoints and content support the user journey.
What our website
supports
16 © Content Science
Visualization
This view layers a visualization of data about
current interaction through the website, earned +
paid media as well as desired future interaction to
the journey.
17 © Content Science

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Content Design Sample

  • 2. Tools + templates 2 © Content Science Why document? Approaches to document Goals
  • 4. • Engage + align stakeholders in gaining empathy for users or customers. • Visualize the user experience in a concise + easy-to-understand way. • Create a foundational tool for detailed planning, including content + story mapping. • Create a “living” reference that you can update as you discover more about your users over time. When you document user journeys, you… 4 © Content Science
  • 5. CFA Institute turned their user journeys into large posters that they hung in work areas with developers, designers, content managers, + content creators. The posters support ad hoc conversations + meetings that affect the user experience. Hanging up (+ hanging out with) user journeys 5 © Content Science
  • 7. Approaches to documenting a user journey Ideally, you outline with paper, refine with a spreadsheet, and then visualize clearly. OUTLINE 7 © Content Science REFINE VISUALIZE
  • 8. Approaches to documenting a user journey But you could use only the paper or only the spreadsheet in combination with a sketch. That documentation will help you plan but might not be as useful as a communication tool for your stakeholders. A rough sketch of tasks + emotions in a user journey 8 © Content Science
  • 9. © Content Science Paper Documenting a user journey with paper is a great opportunity to engage stakeholders. Stakeholders with different perspectives can strengthen the journey while deepening their empathy for the users. 9
  • 10. Spreadsheet A spreadsheet allows you to expand and customize the notes further. 10 © Content Science
  • 11. Spreadsheet You might want to add rows and notes such as • Opportunities (for your company) What opportunities does your company have to better serve the phase of the journey? What opportunities does your company have to better meet its goals while serving the customer journey well? • Available content What content is serving this phase of the journey right now? 11 © Content Science
  • 12. © Content Science 12 Visualization You can design a representation of the journey that emphasizes elements important to your team + stakeholders. You can start with a sketch + then make it higher fidelity—or leave it as a sketch. PHASE EXCELLING PROGRESSING COMMITTING AWARENESS USER JOURNEY FOR WORKING PROFESSIONAL SHOPPING TASKS + BEHAVIORS DESCRIPTION EMOTIONS • W hat is my overall health? • W hatis the long run benefit? • Is it setting me up to be healthy for many years? • W hat are my performance goals? • Will improving strength help? DECISIONS + QUESTIONS ? THERACK OPPORTUNITIES • How can this fit into my schedule? • Can I afford this? • W hat gym fits my needs? • W hat are the options? • Can The Rack work with my schedule? • W hat are The Rack’s credentials? • W hat are the space and equipment like? • W hat are the people and overall vibe like? • How does this gym compare to others? • Do I see improvements? • Is it worth the money and time? • Dothe coaches care about my progress? • How do I compare to my friends or others like me? • W hat else can I learn from The Rack? • How can I improve even more? • W hatshould my next goals be? • How can I recover well and efficiently? • How can I get more people I like at The Rack? TV Internet Magazine Face to face Social media Face to face Phone The Rack website Face to face Text Call The Rack website W ord of mouth Social media Testimonials The Rack website Internet Social media Referrals CHANNELS ASK FRIENDS+ RESEARCH ONLINE HEALTH CONCERN ! DESIRE TO IMPROVE ATHLETIC PERFORMANCE DISCOURAGED ! FRUSTRATEDAND OVERWHELMED ! COMPLETE 1ST4-WEEK PROGRAM AND SEE RESULTS Prospects contemplate living a healthier and fitter lifestyle. Prospects educate themselves, seek advice, and consider options. Prospects evaluate which gyms will align with their fitness goals and time schedule/budget. Prospects commit to The Rack Prospects begin to see results and set an advanced schedule to working towards their fitness work with their busy work/home goals and continue to juggle their schedule while also meeting fast paced schedule. fitness goals. 2-4 months 3-6 months 1-2months 1-3months Ongoing EST. TIMEFRAME FIRST CONSULTATION - + 0 RESEARCH GYMS FOLLOW PROGRAM FOLLOW PROGRAM COMPLETE PROGRAM AND SEE RESULTS SEEK RECOVERYPLAN +PROGRAM INJURY ! RESULTSEXCEED EXPECTATIONS CONTACT THE RACK SEEKCOACHING, PROGRAMS, +TIPS COMMITTEDTO LONG TERM Inspire people to improve performance and health by improving their strength. Equip the website with all the information someone would need to decide The Rack is the right place for them. Providing clients withcontent during the initial meeting to answer future questions. • Set realistic expectations. • Provide easy, visual wayto track initial progress and celebrate success. • Address real orperceived lack of progress. • Keep interest and motivation with new equipment, advice/ education, inspiration, and goal setting. • Strive for customers to experience a “wow” moment of delight, inspiration, or accomplishment every 4 weeks. • Encourage customersthrough injuries or health setbacks. • Make sharing successes and referring new customerseasy andfun. FUN WITH NEW INSIGHTS, TECHNIQUES, +EQUIPMENT
  • 13. © Content Science 13 Visualization Typically, the tasks are best represented in a high-level flow chart.
  • 14. © Content Science 14 Visualization Often, the emotions are best represented with an indication of positive and negative emotions. Placements, icons (stars + exclamation points), + colors (green + red) suggest emotional highs + lows.
  • 15. Visualization Clear headings, labels, sections, + icons help make the journey easy to scan. 15 © Content Science
  • 16. Visualization You can layer data representations to underscore major points, such as how well your current digital touchpoints and content support the user journey. What our website supports 16 © Content Science
  • 17. Visualization This view layers a visualization of data about current interaction through the website, earned + paid media as well as desired future interaction to the journey. 17 © Content Science