UX Strategy
1️⃣ UX Vision Statement
Example
"Deliver a frictionless onboarding flow that empowers users to activate key features in under 5 minutes."
2️⃣ Business & Product Goals Alignment
Business Goal
UX Impact
Increase user activation
Simplify onboarding flow
Reduce churn rate
Improve feature discoverability
Increase upsell
Optimize in-app education and prompts
3️⃣ User Segments / Personas
Persona
Goals
Pain Points
Key Behaviors
Admin User
Set up platform
Complex setup steps
Heavy initial config workload
End User
Complete daily tasks
Hard to find features
Task repetition, habit forming
Executive
Monitor KPIs
Lack of high-level reports
Dashboard summary focus
4️⃣ Current UX Audit (Baseline Analysis)
UX Area
Current State
Issues
Opportunities
Onboarding
8-step form
Drop-offs at step 4
Progressive onboarding
Navigation
Nested menus
Confusing hierarchy
Simplified IA
Reporting
Limited charts
No customization
Configurable dashboards
5️⃣ Key UX Initiatives & Priorities
6️⃣ UX Metrics & KPIs
Metric
Current
Target
Onboarding Completion Rate
52%
80%
NPS
35
50
Time to First Value (TTFV)
10 min
5 min
Feature Adoption
40%
70%
7️⃣ Risks & Dependencies
Risk
Mitigation
Technical limitations
Work with Engineering early
Lack of user feedback
Set up regular user testing
Cross-team alignment
Bi-weekly design reviews
8️⃣ Next Steps
Run stakeholder alignment workshop
Schedule user testing sessions
Finalize UX roadmap for next quarter
Table
Initiative
Priority
Owner
Target Outcome
Due Date
Simplify onboarding High Ava Miller 80% activation in < 5 min Q3 2025
New dashboard design Medium Frank Brown Customizable views Q4 2025
Improve search High James Walker 90% task search success Q3 2025
