1. History & Status Quo: Identify historical context with veteran staff, while also generating their
trust and partnership. Conduct discovery meetings with key stakeholders to help solidify goals and
objectives.
2. Buy In: Organizational buy-in is critical for strategic implementation to be successful. Simple
and detailed documentation will set the foundation along with other methods of open
communication.
3. Process: The process of implementation is just as critical as the strategy development. A firm
timeline accompanied with a defined and streamlined process will guarantee completion.
Communication updates to the organization about the project’s status will ensure success.
STRATEGY
SELLING
USER PERSONA & JOURNEY
DORY NEW USER
INFLUENCERS
• WATER
• REMINDERS
• SQUISHY THINGS
• TO FIND NEMO
• FAMILY
BIOGRAPHY
DORY IS A BLUE FISH
THAT ENCOUNTERED
MARLIN AND SET OFF ON
A QUEST TO FIND HIS
SON, NEMO. SHE NEEDS
HELP WITH HER MEMORY.
CUSTOMER JOURNEY
DORY MET MARLIN, THEN STARTED
OFF TO FIND NEMO. THEY
ENCOUNTERED SOME SHARKS AND
THEN ROCKED THE EAC WITH CRUSH
THE TURTLE. THEY RODE IN A WHALE
BEFORE ENDING UP AT P SHERMAN
42 WALLABY WAY, SYDNEY.
1 2 3 4 5
OCEAN
EAC
WHALE
SYDNEY
REPEAT TACTICS
• BE FRIENDLY
• ASK QUESTIONS
• AVOID ARGUMENTS
• GET THEM TO SAY “YES”
• FOCUS ON THE END GOALS
• LET THE IDEAS BE THEIRS
• GIVE SINCERE APPRECIATION