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Discover
Field studies, user interviews, identifying stakeholders
Explore
Card sorting, personas, user journeys, storyboarding
Design
Prototyping
Testing and Reiterate
Wizard of Oz’ing, A/B Testing
User Persona
A semi-fictional profile of your target user built from real-world data and insight
Group users with similar characteristics into few distinct categories
Solo freelancers
In-house design teams
Agency teams
These users may rely on your product, but their NEEDS and HABITS may look different
Write a short bio for each ____________ to help your team empathize with users and anticipate needs and behaviors
Goal-Directed Persona
Ideal when you’re focusing on your user’s main intent. These personas highlight what users are trying to achieve and the obstacles they face along the way.
Example: For a freelance designer persona, the goal might be finding a tool that keeps client feedback in one place.
Role-Based Persona
That person could be a small business owner or the head of marketing for a large corporation. These personas emphasize the responsibilities, decision-making power, and tasks related to their position.
Example: A design director persona might highlight budget ownership and cross-team influence
Card Sorting
Quick and easy way to spark conversation about what matters most to a user
By putting a deck of cards, each with a word or single image and then asking to rank them in order of preference
Goals are to reveal how items are grouped together, understand users’ mental models, generate new ideas and validate current ones, and identify gaps in content
Open Card Sorting
Participants organize cards into as many groups as they want and assign their own labels to the groups
Closed Card Sorting
Participants are given both cards and category labels and group the cards to the categories that make sense to them
Case Study: Mattel
Mattel noticed decline in visits to Doll Showcase section (over 2,000 dolls and accessories) in Barbie collector’s website
Website was no longer resonating with collectors’ perspectives and navigation preferences
Already-existing format was based on marketing-based themes with multiple collections and series
Did both closed- and open- card sorting with 130 cards, 9 participants (both new to Barbies and dedicated Barbie collectors)
Finding: Each collector has personalized preference
New website: Allows users to search by doll name, year of release, identity number, collector labels, and past themes
New design: Allows personalized browsing experience
Storyboarding
Storyboard tells a story through images in a sequence of panels that chronologically maps the story’s main events
Identify a scenario so a viewer can understand what’s going on
Explain user’s actions, environment, emotional state, media interface, etc.

Journey Map
Visualization of the process a user goes through to achieve a goal, more textual, focuses more on the different steps of the journey

Low-fidelity prototyping
Doesn’t have to be interactive or functional (hand-drawn, Balsamiq, Sketch)
High-fidelity prototyping
Interactive, pressable elements, flow between pages (Figma)