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  • The 4 UX Resources Every Organization Needs
    2025/07/03

    So far in this series, we've been shifting your role from implementer to advisor. You've worked hard to win trust, define a strategy, and begin shaping the way your organization approaches user experience.

    But, just because people agree with your strategy doesn't mean they're ready to run with it.

    Most stakeholders are busy. Many aren't confident doing UX themselves. And now, you're asking them to take on tasks you used to handle like research, testing, or prototyping.

    That can feel like a lot.

    Reduce Friction, Increase Adoption

    If you want others to embrace user-centered practices, you need to make it as easy as possible for them. That's why one of your most valuable contributions as a UX leader is to create resources that lower the barrier to entry.

    These resources act like stepping stones. They make it easier for people to do things the right way without needing to start from scratch or second-guess themselves.

    In my experience, four types of resources offer the biggest return:

    A Design System

    A design system helps teams move faster and more confidently. It bakes UX best practices into the UI itself, making consistency and usability the default. It's an especially powerful tool for anyone prototyping pages or building new features.

    We'll go deeper into this one in the next email.

    A Suite of Tools

    Your colleagues don't have time to research survey platforms, testing tools, or recruitment services. Save them the hassle. Offer a curated list of tools that are easy to use and fit your organization's context. Even better, give them a bit of guidance or training to get started.

    This helps people act quickly and correctly without needing to consult you every time.

    A Preferred Supplier List

    Sometimes stakeholders simply can't do the work themselves. That's okay. But when they turn to external help, they risk choosing vendors who don't share your UX standards.

    A vetted list of trusted suppliers ensures quality, avoids procurement headaches, and saves everyone time. It also reinforces your role as a strategic advisor, not just a service provider.

    General User Research

    If people are running their own projects, they need to start with some understanding of who your users are. Providing a library of existing research segmented by audience, goal, or product line gives them a head start. It helps avoid duplicate effort and ensures that teams aren't working in the dark.

    They'll still need to run project-specific research, but this foundation gives them something solid to build on.

    You Don't Have to Build Everything Overnight

    I know this can sound like a lot. But don't worry we're going to unpack each of these in the coming lessons.

    For now, think of this as the blueprint for your next phase of influence. These resources are how you go from supporting a few projects to shaping how your entire organization delivers user experience.

    They're also the key to breaking the bottleneck. If you've been stretched thin trying to "own UX" on every touchpoint, this is your way out.

    In the next email, we'll dive into the first resource on the list: your design system. It's often the easiest place to start and can have an outsized impact very quickly.

    Until then, take a moment to reflect:

    Which of these resources already exist in your organization and which ones could you start sketching out?

    Drop me a reply if you're unsure where to start. I'm happy to help you think it through.

    Talk soon,

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    3 分
  • Services That Expand Your Impact
    2025/06/26

    In the last email, I talked about shifting your role from implementer to advisor. I know that can feel uncomfortable, maybe even a bit risky. Letting go of direct control means trusting others to do UX work, and let's be honest, at first they probably won't do it as well as you would.

    But, they don't have to be perfect. What matters is that they start. Because once you begin enabling others, equipping them to think about users and make smarter design choices, you move from influencing individual deliverables to shaping the broader user experience across your organization. That's how real change begins.

    So how do you support that shift in practice?

    Let's talk about the kinds of strategic services you can offer that allow you to touch more projects, without becoming a bottleneck.

    Project Validation with SUPA

    One of the biggest challenges I see is that projects often launch without proper validation. They're built on assumptions rather than user needs. And if the foundation is flawed, no amount of UX polish will save it.

    That's why I often recommend introducing something I call SUPA: Strategic User-driven Project Assessment. Yes, the acronym is slightly cheesy but it works.

    SUPA is your entry point. It's a lightweight assessment that helps determine whether a project is even worth pursuing from a user experience point of view. Think of it as a UX pre-flight checklist that keeps bad ideas from taking off.

    Here's what it covers:

    • Audience: Is there a clearly defined, high-value group the project serves?
    • Needs: Does the project solve a real user problem or meet a known goal?
    • Feasibility: Are there the UX resources and planning needed to execute it well?
    • Design Risks: What could go wrong, and how can we reduce that risk?
    • Recommendation: Should the project go ahead and if not, what needs fixing?

    SUPA doesn't replace traditional business analysis. It complements it by adding a crucial user-centered lens. If you're in a large organization, this might sit nicely alongside what business analysts are already doing. And if you're in a smaller team, this can be your way of steering things before they get too far down the wrong path.

    Coaching, Not Commanding

    The other half of your service offering is ongoing coaching, being a supportive presence on projects without needing to be in the weeds every day.

    You could provide:

    • 1:1 coaching with project leads, offering regular check-ins and advice.
    • Group coaching across projects, where teams learn from each other's challenges.
    • UX reviews and audits, where you dip into projects periodically to keep them aligned with best practices.
    • Office hours, using tools like Calendly so anyone can book time with you.
    • Targeted workshops, when a team hits a UX roadblock and needs help unblocking it.

    This isn't about inserting yourself into every decision. It's about creating space for others to grow their UX capabilities while you stay focused on higher-level guidance.

    Why This Matters

    By offering services like SUPA and coaching, you stop being the person who just "does UX stuff" and become the person who shapes how UX happens across the organization.

    You also avoid the burnout that comes from being pulled into every project. You're no longer fighting a losing battle trying to control every touchpoint. Instead, you're building a system that scales, one that allows you to have a bigger influence with less stress.

    In our next lesson, we'll explore how to support these services with the right resources and tools, so your colleagues can start doing UX work with more confidence and less friction.

    Until then, think about this: If someone from another team asked for your help tomorrow, what kind of support would you want to offer? What would make the most impact without dragging you into execution?

    Let's get you out of the weeds and into a role where your influence can really take root.

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    4 分
  • Overcoming Objections and Gaining Support for Your UX Strategy
    2025/06/12
    In the last email, I talked about presenting your UX vision to stakeholders and leadership. We looked at how to focus on the value you offer and how to tailor that message to your audience's specific needs. But, successfully driving through your strategy involves more than just a well-crafted presentation. It also needs a strategic approach when you are in the room with those key decision makers.I want to share some additional thoughts on that today.The Problem with Asking PermissionOne common mistake I see is when UX practitioners pitch their strategy as something they need management to sign off on. This can trigger a cautious mindset in people. They might start thinking, "Is this going to cost me money?" or "What are the implications for me?" and the conversation quickly becomes a critique.A Better Approach: Ask for HelpInstead, I recommend going in and asking for their help. Explain your goals clearly. Tell them you're trying to improve in specific areas and deliver on the goals they care about. Then, explain that you believe your strategy is the way to achieve this. Crucially, ask for their perspective. Ask if they agree with your approach and what they think about it.Why This WorksThis approach of drawing them in and asking for their feedback does two powerful things.First, you're appealing to their ego a little bit. You're saying that you value their opinion and believe they can help you. People are generally quite receptive to that.Second, if you can genuinely take on board their comments and tweak your strategy based on their feedback, they've essentially given you permission already. If you've incorporated their suggestions, they are more likely to be happy with it. People like to be consistent with their previously stated views, so it becomes very unlikely they will reject it. Even if you don't apply all their recommendations, having a dialogue about it means they feel a sense of ownership over your strategy.Find Your AlliesIt also helps significantly if you do some preparation before you speak to management. Go and seek allies. These are other people who are excited by your strategy and vision and are willing to support you in your conversations with leadership by saying, "Yes, I'm behind this too." The more voices you have, the more momentum your strategy picks up. This means management is much more likely to approve it. It's really worth trying to create excitement around your strategy before you try to make it official.Start with Design ChampionsWhen looking for potential allies, start with the obvious people. These are the individuals who already value design and UX within your organization. You likely know who they are. Even if they don't use the specific term "user experience," they are certainly affected by the negative consequences of a poor user experience. Typically, these will be people in marketing or customer service.Find Change AdvocatesNext, look for those who are dissatisfied with the status quo. Your best allies are often those who are unhappy with current processes and want things to change. For example, product owners who feel frustrated that the UX team has become a bottleneck, or that you can't contribute as much as they'd like, can often be useful allies.Prepare for ObjectionsWhen you start talking to potential allies, senior management, or any colleagues, you need to be ready for objections. There will be many thrown at you, and you need to have responses prepared. While I won't list every possible objection, here are some common ones you might hear:Red tape: "We need to go through procurement for that." This is especially common in larger organizations.Resource constraints: "We haven't got enough people to do this."Risk aversion: People don't like to do anything different because it might be dangerous.Lack of evidence or data to support your proposed approach.Return on investment (ROI).The objection of others: "That's a great idea, but you'll never get it past so-and-so."Change fatigue: People are tired of changing their behavior.Poor market conditions or economic situation.Broadly speaking, I have three different tactics for these situations:Minimize the impact: Emphasize that what you're proposing will impact others very little. As long as people don't have to do extra work, they are normally more open to change.Stage the rollout: Suggest a trial period. Implement changes in stages while monitoring to ensure they are having the desired effect.Don't ask for anything extra: No extra money, people, or time. This gives people very little room to object since you're not asking anything of them.Be Patient and PersistentWith all of this, you need to be patient and persistent. Don't just make a one-off attempt. Follow up and keep the conversation going with updates and additional information as needed. That's why you want to avoid a situation where management simply says no. By talking about getting their help rather than their permission, you create opportunities to ...
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    5 分
  • Selling Your UX Vision: Make People Care
    2025/06/05

    In the last email, we talked about sketching out your UX strategy. Not a polished final document, but a draft that clarifies your direction and invites collaboration.

    But that strategy is only useful if people buy into it. And that means you now need to switch hats: from strategist to storyteller.

    That's what this week is all about: how to present your vision in a way that gets your colleagues and leadership on board.

    Don't Just Present. Involve.

    The biggest mistake I see people make is showing up to stakeholders with a "here's what I'm going to do" approach. Instead, try:

    Here's what I'm thinking. What's your take?

    That small shift does two powerful things:

    • It invites others into the process, giving them a sense of ownership.
    • It makes it harder for them to say no later because they helped shape it.

    A strategy that's co-created is much more likely to be supported and championed. But to create something together effectively, you need to truly understand who you're working with.

    Understand Your Stakeholders Like You Understand Your Users

    We're great at user research. We'll run interviews, analyze data, and build personas to understand end users.

    But when it comes to internal stakeholders? We often just... guess. Or worse, we get frustrated when they don't see things our way.

    So flip the script: do your research. Talk to stakeholders one-on-one. Ask them what their priorities are. What challenges they're facing. What success looks like for them this quarter or this year.

    Then map your strategy to those things. This leads us to an important realization: your strategy needs to be flexible enough to speak to different audiences.

    One Vision, Many Versions

    When it comes time to share your strategy, don't use the same pitch for everyone.

    A marketing lead wants to hit quarterly targets. A finance director cares about cost savings. A project manager is drowning in dependencies and missed deadlines.

    So don't talk generically about improving the user experience. Talk about:

    • Reducing churn (for marketing)
    • Cutting support call volume (for finance)
    • Smoothing collaboration (for project management)

    Make your strategy speak their language. The more personal the value, the more likely they'll back your plan. And speaking of personal value...

    Solve Their Pain, Not Just Yours

    Another powerful approach is to speak directly to pain points.

    If your UX team is seen as a bottleneck, talk about how your strategy empowers others to take on basic UX tasks themselves. If product managers are stressed about missing targets, show how better UX will help users complete key tasks faster.

    The question to answer is: what's in it for them? And sometimes, the best way to answer that question is through storytelling.

    Tell a Story That Sticks

    Let me give you a quick example. I once watched a waitress struggle to take our order on a clunky app. It took ages. So I started calculating: how many seconds lost per table? Per day? Per restaurant? Across the entire chain?

    It added up to hundreds of thousands in wasted wages.

    That's the kind of story you can tell. You're not just saying "bad UI wastes time." You're showing how much money is on the table.

    If you can connect your UX strategy to tangible outcomes (even if they're estimates), it will land so much better with management. But remember, while stories are powerful, timing is everything.

    Mix Short-Term Wins With Long-Term Value

    Let's be honest. Most leaders are focused on next quarter's results, not next year's vision.

    So give them both.

    Yes, your UX work might improve retention or reduce churn, but also talk about what you can do now. Can you run a quick usability test that reduces support tickets? Can you tweak a key flow that lifts conversion rates?

    Make it clear your strategy delivers both immediate impact and long-term value. Now, let's put all of this into action.

    Your Action Step

    This week, identify 2 to 3 key stakeholders.

    Book a quick chat with each one. Ask what they're working toward. Listen for pain points.

    Then write down:

    • What they care about
    • How your strategy helps
    • The best way to frame your pitch to them

    We'll build on this next time when we dive deeper into how to present your ideas to management effectively, especially when things get political.

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    5 分
  • Before You Present to Management, Draft Your Strategy
    2025/05/29
    In the last lesson, I said we’d be talking next about how to present your ideas to management. But, jumping into that too soon could actually backfire.If you go to leadership now with nothing but frustrations and vague intentions, it’s likely to come across as a complaint. And that’s not what you’re aiming for. You're not there to moan about the state of UX in your organization. You're there to show leadership. To demonstrate vision. And to earn their trust.That’s why, before we move on to stakeholder conversations, we need to step back and put together a draft UX strategy.I’m calling it a draft for a reason. This isn’t a final plan. You don’t need to have every detail nailed down yet. In fact, you shouldn’t.You’ll be far more successful if you involve others in shaping the strategy with you. If you present something that’s 100 percent locked in, people are more likely to push back. Not because the plan is wrong, but because they feel excluded from it.On the other hand, a draft invites collaboration. It shows initiative without being presumptuous. It says: “Here’s what I’m thinking, but I’d love your help refining it.”And that’s the mindset we want to take into these early conversations with management.Why Now Is the Right Time for Strategy WorkOver the last few lessons, you’ve been quietly building toward this. You’ve audited your current role, taken stock of your resources, and thought through where you already have influence. You’ve probably also started identifying which organizational goals UX could support.Now it’s time to bring all of that together.A strategy isn’t just a roadmap. It’s not a shopping list of new tools or a wish list for more staff. And it’s definitely not a list of complaints.A good UX strategy does three things:It explains why change is needed by highlighting real challenges and opportunitiesIt defines principles and priorities that guide UX efforts across the organizationIt outlines practical tactics for making progress with the resources you already haveThat’s what we’re going to build.You might be wondering, “Why bother drafting a UX strategy if I don’t have a boss to present it to?”It’s a fair question. But the value of a strategy doesn’t disappear just because you work for yourself. In fact, it might be even more important.A strategy gives you clarity. It helps you decide what kind of work you want to do, who you want to work with, and how you’ll position yourself. It stops you from just reacting to client requests and starts putting you in a more proactive, consultative role.Maybe you’re tired of being handed poor wireframes and asked to “make it look good.” Maybe you’d rather help clients define their goals, shape better experiences, and have a real impact on outcomes. If that’s the case, then a strategy helps you frame that shift, both for yourself and for your clients.It also becomes a powerful sales tool. When a prospect says, “We’re thinking of redesigning our website,” you don’t just say “Great, let’s get started.” You can say, “Here’s how I typically approach UX projects, and why that delivers better results.” Suddenly, you’re not just a supplier. You’re a strategic partner.So even if there’s no internal stakeholder to share it with, a clear UX strategy helps you steer your business, strengthen your pitch, and attract the right kinds of clients.What Not to Include in Your Draft StrategyLet’s begin with a few common pitfalls. These are things I see in struggling strategy documents again and again.Don’t include project plans or timelinesThe goal here isn’t to map out every task for the next year. That approach makes your strategy rigid and quickly outdated. Instead, you want a strategy that can flex with shifting priorities. One that defines how UX operates, not just what it delivers.Don’t lead with requests for more resourcesAt this stage, avoid asking for extra staff, tools, or budget. Most managers spend their lives fielding those kinds of requests. You want to stand out by showing what you can do with what’s already available. That makes it much easier to have resource conversations later — when you’ve proven value and built credibility.Don’t just list broad goalsIt’s tempting to include statements like “improve usability” or “reduce friction.” But on their own, these are too vague. A strategy needs to explain not just what you want to achieve, but how you plan to get there, and why it matters to the business.What a Good UX Strategy IncludesLet’s walk through the key elements your draft strategy should include. Think of these as building blocks; you don’t need to get them perfect, just sketched out enough to invite discussion.Challenges and OpportunitiesStart by making the case for change. What's broken in the current user experience? Where are users struggling? Where is the organization missing out?Frame these points through a ...
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    8 分
  • Auditing Your UX Resources: Making the Most of What You Have
    2025/05/22

    In previous lessons, we've discussed aligning your UX role with organizational goals and understanding your current position. Today, let’s explore the tangible resources you already have. Many UX leaders instinctively request more people, budget, or time. While there’s a place for such requests (which we'll cover later), effective UX leadership begins by honestly recognizing what's achievable within your existing means.

    I understand this exercise might initially feel discouraging, particularly if resources are limited. But the goal here isn’t to uncover hidden opportunities immediately; rather, it’s about having a clear and honest appraisal of your current situation. This will enable you to set realistic expectations with senior leadership and articulate your needs more effectively.

    Budget: Understanding Your Current Limits

    Start by assessing your current budget honestly. Can you directly purchase tools, or do you always need approval? If you require approval, how supportive is your manager, and roughly how much per year can you typically spend without causing friction? Knowing your financial constraints and managerial support is essential for realistic planning.

    Tools and Software: Inventory and Optimize

    Clearly identify the tools already available to you, from user research platforms and design tools like Figma, to analytics platforms. Evaluate if you're spending effectively on these tools; could you reduce spending on applications you only occasionally use and reallocate that budget to areas of greater value? This clarity reveals immediate opportunities for optimization and highlights critical gaps.

    Staff and Support: Maximizing Existing Teams

    Next clearly understand what internal or external teams are already at your disposal. Make an honest assessment of their strengths and weaknesses, identifying how you can maximize the value of your current staff or partners. Consider how AI tools could augment your team's capabilities and improve efficiency, rather than immediately requesting additional headcount.

    Training: Leveraging Available Opportunities

    Evaluate existing opportunities for professional growth. Do you have current access to training, webinars, or coaching? Using these resources effectively will fill skill gaps without waiting for additional investment.

    Autonomy: Recognizing Your Current Influence

    Reflect honestly on your current autonomy. Do you have the authority to set policies relating to user experience? Do you get to decide and prioritize your own work? Can you influence broader approaches that teams use when developing products and services? Identifying the boundaries of your current influence helps you strategically expand it over time.

    Supporters: Leveraging Existing Relationships

    Identify your current supporters within the organization. Who already values UX? Building and nurturing these relationships is critical. Regularly engaging with your advocates, encouraging their support, and ensuring they see the positive impact of their involvement can significantly amplify your effectiveness, even with limited resources.

    Your Action Step

    Take 10 minutes today to jot down honest bullet points under these resource categories. Recognizing what you already have is crucial for practical planning. When you’re finished, reply to this email sharing one surprising strength or unexpected gap you uncovered. Your insights help me shape what we cover going forward.

    In the next email, we'll explore how to effectively present your findings to management. Don’t worry, we'll also revisit resources and influence later in the course, ensuring your strategy is as impactful as possible.

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    3 分
  • Baking UX into the DNA of Your Organization’s Strategy
    2025/05/15
    In the previous lesson, I asked you to take an initial look at your role, your resources, and your reach. Now, over the next three lessons, we're going to dive into those three areas in more detail, starting with your role and how it aligns with something much bigger: your organization's goals.Because if you want UX to be seen as more than a support function, you can’t define your role in isolation. You need to connect it to the outcomes your leadership team is already striving for.Why You Shouldn’t Ask for a Job DescriptionOne problem I often see is that UX practitioners implicitly wait for their manager to define their role. Maybe they don't directly ask "What should my role be?" but their behavior suggests they expect management to take the lead.The intention is good. The outcome usually isn’t.Most managers don’t have the time (or the context) to define your role in a meaningful way. They don’t know your full skill set. They don’t always understand UX deeply. And they’re juggling a dozen other priorities. So what do you get in return?Either something vague and generic. Or a polite but firm, “Just keep doing what you’re doing.”That’s not leadership. That’s maintenance.Instead of asking what your role should be, come to them with a proposal. Show that you’ve thought about where you can add the most value. Frame it in terms they care about. Make it easy for them to say yes.This isn't just a UX tip; it's a universal rule for working with leadership: never go to management with a problem unless you also bring a potential solution.The Secret Weapon: Your Organization’s StrategyEvery organization has a strategy document floating around somewhere. It might be a PowerPoint from the senior leadership team, a CEO memo, or a PDF in your company wiki that nobody’s opened since it was uploaded.Dig it out. Read it carefully.These documents are more than corporate fluff. They’re your map to influence.Inside, you’ll usually find the goals that matter most to leadership over the next 1 to 5 years. Things like:Reaching new customer segmentsIncreasing revenue per userImproving employee productivityStrengthening brand loyaltyReducing operational costsThese aren’t just executive priorities. They’re your starting points. Because when you tie UX to goals that are already considered urgent and important, people stop seeing your work as “nice to have.”Find the UX Angle in the Business GoalsTake each goal and ask yourself: How could UX contribute to this?You might be surprised how often the answer is “quite a lot.”For example:If the goal is to improve employee satisfaction, you might look at the internal tools staff use every day. Could they be more intuitive, faster, or less frustrating?If it’s about growing market share among Gen Z, consider whether your digital products align with their expectations around speed, personalization, or visual language.If leadership wants to reduce support costs, you could examine the onboarding experience, help content, or navigation to reduce friction and prevent confusion.Now, not every goal will have a clear UX application. You don’t need to force it. Your job here is to find the intersections—where user experience has a natural role to play in business success.Prioritize Where You Can Make the Most DifferenceOnce you’ve mapped out a few potential connections, it’s time to focus.Ask two questions:How important is this goal to the business right now?How much influence do I realistically have over it?Goals that rank high on both fronts should be your top priorities. That’s where you’ll have the best chance of delivering visible results and earning trust.Also, consider the feasibility. Some goals might be technically within your remit but would require fighting through years of legacy systems or organizational red tape. Save those for later. Start where you can move quickly and show value.Write It Up as a One-Page Role VisionWith your priorities in place, draft a simple one-page proposal. This doesn’t need to be formal or fancy. It just needs to show your thinking.Structure it like this:Your Understanding of Company Goals: A brief summary in your own words.Where UX Can Contribute: A few bullet points on how user experience can support each goal.Your Role: A description of how you propose to spend your time and focus your energy.Next Steps: What you’d like to do next, and any input or validation you’re seeking from your manager.Here's a simplified example focusing on just one goal (you'll want to do this exercise for each relevant business objective):Company Goal: Increase first-year customer retention by 15%. UX Contribution: Redesign the onboarding experience, improve clarity of initial comms, run usability testing on account setup. My Role: Lead a cross-functional initiative to streamline onboarding and reduce user drop-off within the first 30 days. Next Step: Kick off initial discovery sessions with Customer Support and ...
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    6 分
  • Before We Charge Ahead, Let’s See Where We’re Standing
    2025/05/08
    Hi there,In Lesson 1 we travelled from Roman amphitheaters to modern apps and saw that user experience is not what many consider it to be and needs repositioning. In Lesson 2 I asked whether you’re ready to lead that charge inside your organization. Today we roll up our sleeves and start that journey.The UX Maturity SpectrumOrganizations vary widely in their approach to UX. Some have established teams but treat UX as mere window dressing - "make it pretty". Others offload random tasks onto designers or forget UX exists until something breaks.Then there are companies just starting out, wondering how to even begin thinking about user experience.Whether you're trying to elevate an existing UX function or build one from scratch, there's work to be done.Why Start With An AuditI've seen many well-meaning UX champions charge into organizations like bulls in a china shop, alienating stakeholders with grandiose visions and unrealistic demands.So, before diving into any repositioning or new initiatives, we need an honest snapshot of where things stand. An audit is crucial because it:Ensures any vision or strategy we develop is grounded in reality, not wishful thinkingIdentifies hidden strengths and opportunities we might otherwise missReveals potential roadblocks before they derail our effortsHelps build a compelling case for changeThree Key Areas to AssessTo get a clear picture of where your organization stands with UX, we need to examine three critical areas:Role and PerceptionStart by understanding the gap between current expectations and potential. What does your organization believe UX should deliver? How does this compare to your vision for UX's role? Remember to focus on organizational goals - UX isn't just about improving user experience, it's about driving business outcomes.Available ResourcesInstead of dwelling on what's missing, take stock of what you already have. This includes your current budget, tools, level of autonomy, available time, and potential allies. Being realistic about your resources helps build achievable plans.Points of InfluenceMap out where you can already make an impact. Which decision-makers trust your judgment? What policies or assets fall under your influence? Understanding your sphere of influence helps identify where you can start making changes.Approach this assessment like a detective gathering evidence - quietly and methodically. Hold off on big presentations or headcount discussions for now. This groundwork will ensure that when we develop our strategy, it's both ambitious and achievable from where we're starting.Start Where You AreI know that right now you might be thinking "That's all well and good Paul, but I don't have the authority to make any real changes." I hear you. The idea of auditing and reshaping UX's role might feel impossible given your current position or organizational constraints.But don't let that stop you from this initial assessment. We'll tackle the "how to sell it" part in future lessons. For now, just focus on understanding where things stand - both the challenges and opportunities. This groundwork will prove invaluable when we get to implementing change.Agency & Freelancer NoteIf you run an agency or work as a freelancer, you might think this audit process doesn't apply to you. But it absolutely does - just from a different angle.Consider these three areas from your business perspective:Role and PerceptionHow do your clients typically view UX services? Are you seen as "the design people" or trusted strategic partners? Understanding this gap between current perception and your vision helps shape how you position your services and educate clients.Available ResourcesTake stock of your UX capabilities. This includes your team's expertise, case studies, methodologies, tools, and processes. What makes your approach unique? Where might you need to strengthen your offering?Points of InfluenceWhich clients already trust your strategic input? Where have you successfully shaped a client's approach to UX? These relationships and success stories become powerful tools for influencing future clients and expanding your impact.This audit helps you identify where to focus your business development efforts and how to better position your UX services. It might reveal opportunities to expand your offering or highlight areas where you need to better communicate your value.Your TurnGrab a sheet of paper (or your notes app) and jot down three columns headed Role, Resources, Leverage. Spend ten minutes filling each one with bullet points. Aim for brutal honesty. When you’re done, reply to this email and tell me one surprise you uncovered. I read every response and they shape the next lessons.In the next email we'll start with the first of the three parts in our audit. We will explore how to redefine UX's role to focus on business outcomes rather than just user needs. For now, let's get clear on where we stand.Talk soon,Paul
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    4 分