An action-packed, pragmatic workbooklet for your next user experience (UX) redesign

An action-packed, pragmatic workbooklet for your next UX redesign.
Sit with each question. Answer only what you need. Ask “why” until you can’t stand it. If you come up with a new question, add it at the bottom!
1 make something people want 2 create flow 3 call (pixels) to action 4 validate & prioritise
Make something people want (YCombinator). But, before we get to “something” or “make,” what do you know (or need to find out) about your
“people” and what they “want?” Let’s focus on the people who will love your company -- not those who will like it or disregard it.
Lifestyle: tell me about your audience’s lifestyle. What are their daily routines? What do they like? Why do they like those things?
How will you fit into their life or become a habit? Why?
Motivation & Desire: tell me what motivates and engages your
audience/users. What gets them up in the morning? How do they
like to learn or absorb new information? When do they laugh? What
do they want to prove to the world? What gets them hooked? Why?
Friction: tell me what slows your people down. What makes them
hesitate on a decision? What puts them in an apathetic mood? How
much attention do they have? What makes them anxious? What
would they like to avoid at all costs?
Personality: Does the personality or feeling of your app attract and engage your audience through out? Which line of text, image, button,
pitch, error message, customer support document, transactional email, etc doesn’t quite fit?
Brand limits: Who are you definitely NOT for? Work on drawing as clear of a line as possible -- consider people who “may” be in your
audience and explain why you, or someone else, would be better for them. This will help you focus on those who love your company.
Open space: did you come up with a new question? Add it here and add your notes!
Worksheet created by Angela Ognev (angela@redesignhappy.com).
Please enjoy, share, adapt, and credit.
More toolkits and feedback welcome at toolkit.redesignhappy.com!

The user experience is about flow. The user knows (or figures out) why they’re there, and where to go next. If your product is something that
adds value to their life and fits their lifestyle, where they want to go is also where you want them to go. Create flow in that intersection of wants.
Value-add: what problem are you solving, or what value are you adding to their life?
Draw a flowchat of what you expect people to do when they use your product. Where do they start, end, search, convert? When you understand
what people want (page 1), then the series of actions you’d like them to take should be similar to the actions that they want to take, and do take.
Barriers: where is it hard or unintuitive to do what the user wants to do, or what you want them to do? Where do people hestitate, get
confused, leave, or get stressed from the choices and buttons? What’s stopping them?
Creating flow: is there anything you can cut out to make it easier to flow? Any choice you can recommend or make automatically? Any
options that you can make more obvious or remove all together? Anything that you can “show” rather than “tell?”
Before: How do people get to your app/website? What do they
know about what you do when they arrive? Is that what you want?
After: What’s the one sentence you’d want people to remember
or say about your company? Is that the case currently?

Now, and last, we zoom in on the details. When you are clearer on what engages and motivates users, and how to create a flowing experience,
you want to make sure you are using every pixel to call users to action, or give them momentum. Keep nudging people. Redesign by simplifying.
Action: on each page, ask, “what is the call-to-action?” or “what should the user do/read/learn next?” Is it clear? Make it so.
Page/slide Intended action What to remove or tweak for clarity’s sake. Simplify!
Draw what something “clickable” or “actionable” looks like on your site
or app. When you have a button, for example, you’re teaching people
how to interact with your app. Is what you’re teaching them consistant?
Use your app and pay attention to where your eyes are
drawn, or where you have to look to take the next action.
When are your eyes moving across the screen to look for the
next thing to do? Does a corner switch “types of actions,” say
from being the “forward” button, then “select,” then “zoom?”
Questions: do you ask the user any questions (ratings, comments, request to share, etc)? What might their answers be? What actions or
improvements can you take based on their answers -- or, if not, are their answers useless to you? What do you really want to know?

This is where you want to refine your ideas, question their value, verify their truth, experiment with them, possibly fail, adjust, and take action
again! At this point, you may have quite a lot to do. So, figure out what is important and focus. You can’t do everything at once!
Bringing it all together with a sentence from the Lean Startup Method.
People like ___________________________ have trouble with/need _______________________________
(description of your key persona) (this particular pain point or problem)
which can be resolved by ______________________________________________. We know we’re right
(proposed solution)
when_________________________________ as measured by ______________________________________.
(KPI or business result) (quantitative or quantitative metric.)
Change to make / Action to take: How do we verify this? How can we A/B test this (two versions)?
Graph your actions, based on value and ease. Top-right is best!
LOW MED HIGH
VALUE FOR USER EXPERIENCE
DIFFICULT OK SIMPLE
EASE OF IMPLEMENTATION
Questions to ask users:
Questions to ask team members or personally research:

An action-packed, pragmatic workbooklet for your next user experience (UX) redesign

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An action-packed, pragmatic workbooklet for your next user experience (UX) redesign