Having clear customer and business goals for your customer experience project helps align your team, stay focused on the priorities, and prove your impact. But what could or should those goals be? And how do you measure your progress?

We're sharing this worksheet to help tackle a big issue we see with these kinds of projects — defining clear success criteria.

Use it, as we do, whenever you’re starting a new customer experience, service design or UX project, or have an idea for improvements. There’s also two completed examples to refer to.

We want to help the community succeed however we can. It’s high time we expanded the original set of worksheets that came with my first book to cover more aspects of what it takes to succeed with these projects. It’s a great opportunity to share even more of what we know in the most practical way we can.

You can download it here.

Any questions, comments or suggestions for improvements just shout!

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