Happy Thursday! We love it when our team is completely aligned on a project and moving forward with confidence. We’re not saying that we agree on everything all the time, the truth is it can be difficult to get everyone on board with a direction.

This week we’re sharing our go-to tricks that keep us aligned when establishing a user story. That way you can save your team disagreements for the things that really matter, like who makes the best burrito in town.

Use these to keep your team aligned: 

  • Where does it hurt? First, take any existing materials to highlight key problems your customers face. This can come in the form of user surveys, customer interviews, or hunches you and the team have. We prefer starting with a prioritized list of opportunities during our needfinding phase. Check out our last broadcast for more on this!

  • Map out the journey. Once you have all the scenarios laid out in front of you, you can start mapping out the journeys that different personas would take in these situations. Most businesses have personas that lay out a customers tendencies, and if you don’t, it’s important to build a data-driven idea of how different types of your customers act. Once you’ve identified a customers journey based on their personas, visualize the pathway to make it easier for stakeholders to connect people with their actions. We use fun Journey Map sketches to lay out our customer pathways!

  • Understand users’ actions. The most important part of identifying these pathways is to get your team aligned with the actions these customers will take. Up until now, this has all been a brainstorming activity, which doesn’t always convince the more data centric members of your team. To bring data into your decisions, take all the options you originally came up with in each scenario, and actually give customers a chance to choose between these options. We use Helio to collect data from hundreds of customers at once to bring even more confidence to our customer journeys!

Understanding the actions of your users is the first step to building an experience that efficiently addresses their needs, and makes it much easier to get your team on board when you have the data to back it up.

Now that you understand their behaviors, it’s important to know if they can successfully take action in the experience you’ve built. Messaging goes a long way towards creating context and understanding with your users, so we’d love to hear how you test out your messaging to ensure full comprehension from your customers!

Go win your day,
Morgan & The Helio Team

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