User Experience Toolkit

Downloadable Resources, Instant Access

Be accountable for identifying key research objectives in partnership with product, design, Marketing, and Engineering teams to address research needs for a variety of products and projects throughout the product life cycle.

More Uses of the User Experience Toolkit:

  • Head: research and analyze market data to identify potential partnerships, and initiate contact to foster relationships.

  • Manage work with Product Teams to translate business, Marketing, and technical goals into the best solutions for your business using online data, Usability findings and Market Research.

  • Drive the design process from conceptualization through detailed user interface and functionality design, Usability review, and implementation.

  • Lead: additional working hours are needed occasionally to support Business Needs and keep you propelled forward.

  • Ensure you are diligent about measuring and quantifying the impact of your programs and know how to leverage data to uncover insights and continually improve your programs.

  • Arrange that your organization projects typically are numerous and smaller in scope, limited to a small website or department, or components of larger projects.

  • Create and distribute reports to stakeholders on learning asset research, usage, application, shelf life/version, etc.

  • Develop testing plans to see what creative, copy, and segmentation is effective across your digital channels.

  • Arrange that your organization plans/execute Usability tests, document findings, and delivers research backed concepts to teams for development.

  • Devise: partner with Customer Success Operations team to ensure goals align and track with corporate objectives.

  • Help the Marketing team achieve the highest level of creativity across design, content and digital initiatives and collaborate with other departments to bring complex ideas to fruition.

  • Ensure you spearhead; build measurement framework and analytics infrastructure to evaluate and track the impact of your programs on key business metrics.

  • Be accountable for implementing, maintaining and executing all cost control, Change Management, progress and performance reporting.

  • Interpret and leverage Market Research, translate to actionable insights that support creative Strategy, campaigns and brand building activities.

  • Supervise: act ethically, with integrity and complies legal standards to deliver an environment that promotes respect, Innovation, and creativity.

  • Manage work with Development Teams to make sure that the workflow reflects your customers needs and ensures consistency among projects.

  • Identify and drive operational efficiencies in the creative process to improve speed to delivery and to meet project and team needs.

  • Control: partner with Product Managers, engineers and designers, balancing user, business and technical requirements.

  • Standardize: leverage deep product knowledge to demonstrate Solution Selling techniques, uncover customer challenges and deliver valuable solutions.

  • Ensure you can cope with change, shift gears comfortably, and can decide and act without having the total picture.

  • Recruit, manage and retain talent to ensure you have the very best team to manage and develop products.

  • Contribute on creating organizationwide Design Guidelines, as a control for UI widgets across all projects.


Save time,, empower your teams and effectively upgrade your processes with access to this practical User Experience Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any User Experience 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 User Experience specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the User Experience 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 992 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which User Experience improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. How a UX Designer, which is assumed to be a professional, can accurately foretell what an end user from a heterogeneous group of all possibilities would like to get, see, hear, feel or smell?

  2. How could you conduct credible user experience benchmarks of tablets in an intellectually honest way, without automatically comparing every competing device to the current market leader?

  3. Are business managers making demands on IT that require accelerated changes to drive innovation, collaboration, user experience and productivity to meet industry challenges?

  4. What is the relationship between a consumer experience map that maps your customers entire journey, and an experience map used in the User Experience Design discipline?

  5. How do you get quick access, a consistent user experience, and compliance and financial control across public cloud providers and classification domains?

  6. Are your web site, storefront, web presence, development ecosystem, and user experience aligned with and open to collective user value best practices?

  7. How concerned are you, if at all, about decreases in performance negatively impacting user experience as applications are moved into the public cloud?

  8. How to design a web application from start to finish A through-process that you use when designing for any web application Need UI/UX Mentorship?

  9. How do you enable your organization to create an engaged workforce and realize the monetary benefits derived from enriching the user experience?

  10. What are the methods available for prototyping in cases, are there some modifications that can be done in existing user experience method?

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 User Experience book in PDF containing 992 requirements, which criteria correspond to the criteria in...

Your User Experience 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 User Experience Self-Assessment and Scorecard you will develop a clear picture of which User Experience 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 User Experience 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 User Experience projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Risk Audit: Is the customer willing to establish rapid communication links with the developer?

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

  3. Initiating Process Group: The process to Manage Stakeholders is part of which process group?

  4. Quality Audit: What happens if your organization fails its Quality Audit?

  5. Process Improvement Plan: Have storage and access mechanisms and procedures been determined?

  6. Cost Management Plan: Is the Steering Committee active in User Experience project oversight?

  7. Cost Management Plan: How difficult will it be to do specific tasks on the User Experience project?

  8. Project Management Plan: Has the selected plan been formulated using Cost Effectiveness and incremental analysis techniques?

  9. Project Management Plan: Are the proposed User Experience project purposes different than a previously authorized User Experience project?

  10. Stakeholder Management Plan: Are the appropriate IT resources adequate to meet planned commitments?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 User Experience 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 User Experience project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose User Experience 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 User Experience 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 User Experience investments work better.

This User Experience 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.