UX scoping & planning



Process: A process for having a correct scoped

project relies on the input and the understanding (insights) about what

the challenge is and how the problem can be solved. Big data can be

used, but what we can relate and connect to, is the human/person. We

are part of the co-creation, shaping each other’s experiences and

supporting each other evolve. When having conversations based

upon change management project, or a project regarding several parties,

or a journey, a transition from different states (A-B), a common

language and a common ground can be helpful in order to touch base. It

helps define and zero in the problem, what you want to solve, the

product you want to sell or the conversation you would like to engage or

ignite. As a helping hand, there are initial points, which can help us

align the expectations and obtain the common, collective goal.The point below is merely an illustration of the tasks/jobstobedone, or more outcome based results, when you “want a website, which does XXX for the users, who wants to XXXX..”.Problem/challenge:Is the problem well stated? If the problem is only vaguely described, there a risk of ending up with a half-solved solution.DESIRABLE (wanted and enjoyable)USEABLE (understandable)USEFUL (needed)Think beyond the product:What is the feeling/the empowerment you want to enable at the end-user? Functionality: Are there any requirements regarding functionality or integrations?Existing back-end, maintenance, front end, integrations with CRM/Salesforce etc.Criterias: What the criteria of succes? Are they are Key success factors or KPIs, SMART goals? When is the project considered “done”? How do you measure it?Scalability: is the solution scalable? Is it built to handle peak moments? (black friday, concerts etc.)Does it have a work overhead? is it scalable to life events?Design and architecture: Is there a sitemap, flow diagram, with designated task/functions?User journeys and KPIs/conversions?Code:– can it be scaled and build upon?is it clean code with a minimum lines of code? Does it align with global standards such as W3C, accessibility (fx.: public domains), GDPR, e- privacy?Maintenance: Who is in the charge of maintaining the site? cloud, hardware, handles security/hacking, updating the site (plugins and content)? Empathy / problem/challenge TASK DELIVERABLES

Understand the problem


Align expectations

Plan and methods

Correct scoping

Financial frame

Concept / brief

Facts and analysis

Insights and facts


Overall concept/strategy


Overall estimate

UX & Design

User experiences + journeys + flows

Prototype + specs


Visual identity

User test/feedback

Detail estimates Development

frontend- & backend /development

Production and deadline

Live launch/beta




Quality and finish







The data in the research resulted in findings of how, why and when in the

process the platform could have a measurable result and provided me with a focused plan to fulfil the requirements for the next phase of development.


Define:The development was a collective team effort, where each of us provided valuable input

The scoping of what tasks and actions should be taken in proper orderhelped using the limited resources best as possible. The more clear thej ob was defined, the higher probability of completion.


On basis of my experiences of marketing, I applied audience mapping and cost/benefit analysis as persona templates for the different user groups, and what properties the challenges/events should contain in order harvest the aggregated data for further exploration and conversions.


My deliverables were manifold, testing different formats and outputs in order to have the best possible platform for solidifying the concept, levelling up the sales activities, onboarding of users in the different persona groups.