Customer Experience Design Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Experience Design Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Customer Experience Design related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Customer Experience Design specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Customer Experience Design Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Customer Experience Design improvements can be made.

Examples; 10 of the 999 standard requirements:


1. What kinds of language and terminology do we use to communicate customer experience design initiatives and results to external stakeholders and investors, and how do we ensure that this language is accessible and understandable?
   
   

2. What kinds of metrics and key performance indicators (KPIs) do we use to measure the success of customer experience design initiatives, and how do we effectively communicate these metrics to external stakeholders and investors?
   
   

3. What are the most critical customer experience design initiatives that require implementation across different customer segments or personas, and how do they align with our business objectives and regulatory requirements?
   
   

4. In what ways do we currently utilize the concept of dynamic pricing and scarcity to create a sense of urgency and drive customer action, and what data and analytics do we use to inform our dynamic pricing strategies?
   
   

5. What is the current level of collaboration and coordination between different departments and teams within our organization, and how can customer experience design facilitate greater cross-functional collaboration?
   
   

6. What role do data visualization tools play in communicating customer experience design initiatives and results to external stakeholders and investors, and how do we select the most effective tools for our needs?
   
   

7. What are the most effective ways to measure the ROI and business impact of our customer experience design initiatives, and how do we use this data to inform our prioritization of customer needs and expectations?
   
   

8. What are the most effective ways to use storytelling and empathy to communicate customer needs and expectations to internal stakeholders, and how do we use these methods to build a more customer-centric culture?
   
   

9. How do we currently approach partnerships and collaborations with external organizations, and what opportunities are there to co-create solutions with customers and partners through customer experience design?
   
   

10. What strategies do we employ to create a sense of urgency and limited-time offers to drive customer action, and how do we balance the use of urgency with the risk of creating anxiety or stress among customers?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Customer Experience Design book in PDF containing 999 requirements, which criteria correspond to the criteria in...


Your Customer Experience Design self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Customer Experience Design Self-Assessment and Scorecard you will develop a clear picture of which Customer Experience Design areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Customer Experience Design Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Customer Experience Design projects with the 62 implementation resources:


• 62 step-by-step Customer Experience Design Project Management Form Templates covering over 1500 Customer Experience Design project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Team Directory: How and in what format should information be presented?
   
   

2. Source Selection Criteria: What evidence should be provided regarding proposal evaluations?
   
   

3. Probability and Impact Matrix: Are staff committed for the duration of the Customer Experience Design project?
   
   

4. Monitoring and Controlling Process Group: Is there sufficient time allotted between the general system design and the detailed system design phases?
   
   

5. Stakeholder Management Plan: Is the process working, and are people executing in compliance of the process?
   
   

6. Probability and Impact Matrix: Does the Customer Experience Design project team have experience with the technology to be implemented?
   
   

7. Decision Log: What eDiscovery problem or issue did your organization set out to fix or make better?
   
   

8. Activity Duration Estimates: Do you think many other organizations could apply this methodology, or does each organization need to create its own methodology?
   
   

9. Cost Management Plan: Contingency – how will cost contingency be administered?
   
   

10. Scope Management Plan: Does the Customer Experience Design project team have the skills necessary to successfully complete current Customer Experience Design project(s) and support the application?


 
Step-by-step and complete Customer Experience Design Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Customer Experience Design project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Customer Experience Design project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Customer Experience Design project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Customer Experience Design project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Customer Experience Design project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Customer Experience Design project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Customer Experience Design project with this in-depth Customer Experience Design Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Customer Experience Design projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Customer Experience Design and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Customer Experience Design investments work better.

This Customer Experience Design All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.