The Executive Diagnostic and Governance Toolkit
Mastering User Research and Experience Design Leadership
Score your own function red, amber or green, find out which part is weakest, and walk into the next budget round able to defend what you want to fix. Built for leaders reviewing User research and experience design.
Each order is checked and updated against the latest insights before delivery. That is why access takes up to 24 hours rather than being instant.
| 1 |
You stop guessing where you stand. You finish with a score, not an opinion: every part of your function rated red, amber or green, with the weakest ranked first. Evidence: a Quick Scan for the shape of it, then seven domain assessments of 30 scored questions each, 210 in all, rolled into one scorecard, plus a maturity radar and a current-versus-target gap analysis. |
| 2 |
You can defend the decision. You walk into the budget round with the gap named, the owner named and done defined, instead of a case built on instinct. Evidence: project charter, scope statement, RACI, requirements traceability and work breakdown structure, pre-filled in your domain's language. |
| 3 |
The work actually moves. The month after the decision is already built, so nothing stalls waiting for someone to design a form. Evidence: more than 60 project templates across all five PMBOK process groups, plus runbooks, SOPs, a KPI framework, audit checklists and a risk matrix. 55 to 65 files in total. |
| 4 |
You use it the day it lands. No blank templates to interpret. Every workbook opens with what it is, who uses it, when, how, a 1 to 5 scoring guide, what good looks like, and a worked example you delete and type over. |
The situation this is built for
You lead a team delivering research plans, usability reports, and design systems — yet leadership questions their strategic value. Stakeholders request studies without clarity of purpose. Research sits unused in repositories. Design decisions are debated without reference to evidence. You know the work matters, but you lack a structured way to evaluate its effectiveness, communicate gaps, or prioritize evolution. The pressure grows to demonstrate impact while managing inconsistent processes and fragmented tools.
Who this is for
Head of Design leading a team responsible for user research, UX strategy, and experience design across digital products. Owns research planning, insight governance, design system oversight, and cross-functional alignment with product and engineering.
Who this is not for
Individual contributors focused only on UI execution, consultants selling external services, or managers without decision authority over research and design operations.
What you walk away with
- Evaluate the maturity of your user research function using a validated framework
- Identify gaps in research planning, insight lifecycle, and decision integration
- Align leadership on priorities for improving research impact and design consistency
- Develop a roadmap to strengthen evidence-based design decisions across teams
- Implement governance models for research repositories and insight reuse
How this maps to your situation
- Current state assessment
- Gap analysis and prioritization
- Stakeholder alignment strategy
- Implementation planning
Before vs. after
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed to be completed at your pace over 8–12 weeks.
How this compares to the alternatives
Unlike generic UX courses or tool-specific certifications, this program is built exclusively for Heads of Design who must evaluate and lead research and experience design as a function — not just deliver outputs.
Also included: the full course, for when you want the reasoning behind a finding (12 modules, 144 chapters)
Depth reference. The diagnostic and the templates stand on their own; this is what to read when you want the reasoning behind a finding.
- Mapping the end-to-end user research lifecycle
- Differentiating discovery research from validation studies
- Defining experience design beyond interface patterns
- Clarifying ownership of research planning and execution
- Identifying handoffs between researchers and designers
- Documenting current team structure and roles
- Assessing alignment between research goals and business outcomes
- Reviewing how design decisions are currently justified
- Cataloging existing research repositories and archives
- Evaluating access controls for research findings
- Tracking frequency and format of stakeholder research summaries
- Measuring consistency in experience design language
- Using a five-level model to score research maturity
- Auditing research study documentation completeness
- Evaluating consistency in participant recruitment methods
- Measuring frequency of unsolicited stakeholder requests
- Assessing integration of research findings into product backlogs
- Tracking how often past insights inform new designs
- Reviewing ethics compliance in consent and data handling
- Evaluating researcher capacity against demand volume
- Measuring time from research request to insight delivery
- Assessing quality of research synthesis across projects
- Documenting variance in reporting formats by team
- Identifying duplication of research efforts across squads
- Mapping current research request workflows
- Defining criteria for strategic versus tactical studies
- Building a research roadmap aligned to product themes
- Creating intake forms for research requests
- Establishing triage meetings with product leadership
- Documenting capacity planning for research teams
- Setting thresholds for research sample sizes
- Reviewing how research questions are formulated
- Tracking approval processes for external recruitment
- Measuring alignment between research plans and KPIs
- Evaluating inclusion of accessibility considerations
- Assessing diversity in participant profiles
- Comparing thematic analysis techniques across teams
- Defining minimum standards for session note templates
- Evaluating use of video and audio in insight capture
- Assessing consistency in affinity diagramming practices
- Measuring time spent on synthesis per research project
- Reviewing tools used for qualitative data coding
- Tracking inter-rater reliability in insight tagging
- Auditing documentation of negative findings and outliers
- Evaluating synthesis outputs for decision readiness
- Measuring inclusion of behavioral observations
- Assessing integration of quantitative data with qualitative insights
- Documenting assumptions made during interpretation
- Auditing current research repository structure
- Measuring frequency of repository searches by team members
- Evaluating metadata tagging consistency across studies
- Reviewing access permissions for archived research
- Assessing search functionality within insight platforms
- Tracking citation of past research in new proposals
- Measuring time to retrieve relevant findings
- Evaluating integration between design systems and research links
- Documenting version history for updated insights
- Assessing presentation formats for executive audiences
- Reviewing update cycles for evergreen research topics
- Measuring cross-team contribution to insight libraries
- Mapping where research is referenced in design reviews
- Evaluating inclusion of insight summaries in Figma files
- Tracking frequency of research citations in Jira tickets
- Assessing use of personas in feature scoping sessions
- Measuring attendance at research playback meetings
- Reviewing how design trade-offs reference user data
- Evaluating product requirement documents for insight links
- Documenting escalation paths when research is ignored
- Assessing consistency in labeling of evidence strength
- Measuring time between research delivery and design update
- Reviewing use of insight highlights in roadmap planning
- Tracking design reversals due to new research findings
- Auditing component usage across product surfaces
- Measuring adherence to design token conventions
- Evaluating documentation completeness for UI patterns
- Reviewing governance of design system contributions
- Assessing version control practices for design assets
- Tracking adoption of accessibility guidelines
- Measuring consistency in microcopy and labeling
- Evaluating localization readiness of design components
- Documenting technical debt in component implementations
- Assessing integration between design and frontend libraries
- Reviewing update frequency for deprecated components
- Measuring designer onboarding time with system docs
- Defining leading indicators for research influence
- Measuring reduction in usability defects post-launch
- Tracking changes in NPS attributed to design updates
- Evaluating time saved in development due to clarity
- Assessing reduction in support tickets after launches
- Measuring reuse of research findings across initiatives
- Reviewing stakeholder confidence in design direction
- Tracking alignment scores in cross-functional reviews
- Evaluating cost of delayed decisions without research
- Measuring speed of design iteration cycles
- Assessing retention impact of experience improvements
- Documenting avoided build from early-stage research
- Mapping stakeholder decision-making authority
- Evaluating frequency of joint planning sessions
- Tracking research representation in roadmap meetings
- Measuring participation in design critique forums
- Assessing product team understanding of research goals
- Reviewing shared definitions of usability success
- Documenting escalation processes for design conflicts
- Evaluating inclusion of designers in discovery phases
- Measuring equity in speaking time during meetings
- Assessing co-ownership of problem statements
- Reviewing joint ownership of research backlog items
- Tracking follow-through on cross-functional action items
- Auditing participant recruitment sourcing channels
- Measuring fill rates for research studies
- Evaluating screening questionnaire effectiveness
- Reviewing incentive structures for participation
- Assessing scheduling efficiency for research sessions
- Tracking researcher time allocation across activities
- Measuring operational costs per study type
- Evaluating vendor management for external partners
- Documenting onboarding process for new researchers
- Assessing training coverage for research methods
- Reviewing equipment and tooling availability
- Measuring researcher turnover and satisfaction
- Assessing time allocation across leadership tasks
- Measuring frequency of 1:1s with team members
- Evaluating feedback mechanisms for team input
- Reviewing career ladder definitions for researchers
- Assessing investment in professional development
- Measuring representation in executive forums
- Tracking advocacy for research in budget cycles
- Evaluating communication of design strategy
- Documenting succession planning for key roles
- Assessing balance between coaching and delivery
- Reviewing team health indicators and morale
- Measuring diversity in research and design hiring
- Prioritizing gaps using impact and effort matrix
- Defining 30-60-90 day action sequences
- Identifying key stakeholders for each initiative
- Mapping dependencies between improvement areas
- Setting measurable goals for maturity growth
- Developing communication plan for changes
- Aligning roadmap with product planning cycle
- Securing commitment for pilot programs
- Establishing feedback loops for adjustments
- Documenting success criteria for each milestone
- Planning review cadence with leadership
- Integrating roadmap into team OKRs
Frequently asked
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
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