Identify and prioritise requirements for a charity’s new digital strategy
Leading Mental Health Charity
Role: Lead UX Researcher | Under NDA
Reading Time: 3 mins
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CHALLENGE
STAKEHOLDERS unable to prioritise services and create a product roadmap
A leading health charity approached us to support them in developing their 23/24 digital strategy by conducting a stakeholder workshop to identify key services and requirements. They had previously been unable to prioritise services and create a product roadmap because they lacked an opportunity to align with wider stakeholders and were stifled by the amount of information and solutions contained within competitor and strategy reports by other agencies.
The result
Performed a background review
Dived into a comprehensive background review of previous reports and competitor reviews to identify key features and service elements.
Conducted a product strategy workshop
Conducted a workshop to explore their digital audience and key requirements for their digital strategy. Delivered a summary report including a prioritised pyramid of requirements, and next steps to help implement their digital strategy.
The full story
Understanding the client and its market
Initially, I started by conducting a background review of previous competitor and strategy reports to better understand the businesses’ position in the market and extract key features and service elements to kick off the requirement gathering during a stakeholder workshop.
Shaping their digital strategy
I co-facilitated an in-person workshop where key stakeholders participated in exercises to explore their assumptions of who their digital audience by creating sketch personas. Stakeholders were then asked to ideate requirements based on their needs and any technical requirements.
We followed this with a feasibility exercise on the requirements gathered based on effort, cost and impact to prioritise in their digital strategy.
After each stakeholder voted on the solution they felt would have the biggest impact on the sketch personas that had been created.
DELIVERED
Workshop AND summary report INC next steps
The outputs of the workshop were summarised into a report including a priority pyramid of requirements, images of materials and outcomes of the workshop and next steps to help implement the digital strategy. I created a working Miro board, which was delivered to support implementation and stakeholder buy-in across the organisation.
Key takeaways
Mentoring and delegating tasks
Conducting a deep background review of previous competitor and strategy reports gave me the opportunity to delegate tasks to an associate consultant and build confidence in mentoring them especially as it was a challenge to find the best approach to extract and document key requirements and opportunities to present during the workshop.
Running an in-person strategy workshop
Co-leading an in-person strategy workshop was a valuable learning experience, giving me first-hand exposure to facilitating and supporting exercises alongside the UX agency’s director, an expert and keen spokesperson in UX strategy.