customer journey mapping toolkit
TRANSCRIPT
CUSTOMER JOURNEY
MAPPING TOOLKIT
CUSTOMER JOURNEY
MAPPING STEPS
STEP 1: BEFORE GETTING STARTED
STEP 2: MAPPING THE CUSTOMER EXPERIENCE
STEP 3: BUILDING THE FUTURE STATE EXPERIENCE
1
2
3
CUSTOMER JOURNEY
MAPPING CANVAS (STEP 1)
Customer Journey Mapping CanvasCompany: Design by: Date:
Objectives1 The Experience2
Persona(s)3
Data & Research4 Stakeholders5Channels6
Implementation7 Metrics & Opportunities 8
What are they key stages to focus on? What are the main frictions points? Why this experience?
What are the main channels and touchpoints?Is it multi-channel vs Omni channel?
Why to do customer journey mapping? What problem are we trying to solve? What are the business goals?
What data and research is available? What are the gaps? What research methods can be used?
What areas of improvement can be prioritised? How to get the buy in from the business? What resources and partners do we need? What budget do we need?
Who are the key supporters and champions? Who are the low support and high risk groups? What knowledge is it needed? Who will execute? Who are the facilitators and implementators?
What are we trying to accomplish and how we are going to measure it?How can metrics be measured?
What key persona(s) we need to focus on? What are their key thoughts, feelings, needs and pains?
RESEARCH - WHAT HOW WHY
EXPLORATION IDEAS –RESEARCH THAT CAN BE USED AT THIS STAGE
RESEARCH – WHY
IDENTIFY PROBLEM
IDENTIFY THE CAUSES TO THE PROBLEM (WHY THIS HAPPENED?)
NOTE THEM DOWN IN YOUR HEAD OR PIECE OF PAPER
FOR EACH CAUSE IDENTIFIED, ASK WHY (THIS HAPPENED?)
HAVE YOU ASKED ‘WHY’ 5 TIMES OR ENOUGH TIMES
FIND SOLUTIONS
EXPLORATION IDEAS –RESEARCH THAT CAN BE USED AT THIS STAGE (WHY)
EMPATHY MAP (STEP 1)
What does he/she
Think and Feel
What really counts
Major preoccupations
Worries & Aspirations
What does he/she
Say and Do
Attitude in public
Appearance
Behaviour towards others
What does he/she See
Environment
Family/friends
What the market offers
What does he/she Hear
What friends say
What boss/peers say
What Influencers say
Pains (fears, frustrations, obstacles, challenges, etc.) Gains (met wants and needs, trackable goals, success, etc.)
Adopted from XPLANE
PERSONA TEMPLATES (STEP 1)
Source: Service Design
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TASKS/JOBS
FEEL/THINK
LIFESTYLE
INFLUENCES
PAIN POINTS OVERALL GOALS
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JOURNEY MAPPING TEMPLATE
(STEP 2)
Customer Journey Mapping FrameworkCompany: Design by: Date:
DO
THINK
FEEL
HIGH POINTS
OPPORTUNITIES
PRE-DISCOVERY DISCOVERY ENGAGEMENT DEVOTION Choose Experience 1
Current?Future? Blueprint?
Choose Persona(s)2Work on one persona at a timeCombine common characteristics
Choose Stages3Before, during and after experience
Define Pain Points4
What are the friction points?
Identify Opportunities 5
What ate the potential solutions to minimise friction points?
Choose Touchpoints & Channels
6
Define channels and touchpoints for the experience
Dot vote 7Co-create opportunities and prioritise
Visualise it 8
Bring it to live
What are the steps the
customer takes in the journey?
What are they thinking at every stage?
What are they feeling at every stage? Use their words
What are the positive points?
What are the opportunities to improve the experience across every stage?
CHANNELSWhat are the friction points?
Jou
rney
Perso
na's g
ath
erin
gs
Insid
e v
iew
LOW POINTSWhat are the friction points?
OPPORTUNITY & EXPERIENCE
DEVELOPMENT (STEP 3)
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EXPERIENCE DEVELOPMENT
LONG TERM GOAL
BRAINSTORMING (STEP 3)
20
In 2 years time…
Prepared by 22
PRIORITISATION TEMPLATE
(STEP 3)
PRIORITISATION ROADMAP
EFFORT
IMP
AC
T
10
10
HORIZON/MATURITY
TEMPLATE (STEP 3)
VA
LU
E
TIME
HORIZON 1:
0 - 6 months
CXD Project to improve CX
HORIZON 3:
24 – 36 months
Real-time CX reporting &
alerts, dedicated CX function
& staff. CX becomes
business-as-usual at RACQ
HORIZON 2:
6 – 18 months
CXD projects deployed
across all customer
facing business
functions at RACQ
HORIZON ROADMAP
CX SCORECARD
TEMPLATE (STEP 3)
CUSTOMER EXPERIENCE STAGES, OBJECTIVES & KPI’S SCORECARD
Strategic Goal: Increase XX to x % by 20XX
Stage
WIN NOTIFICATION
Stage
Welcome Pack/BackStage
BILLING CONFIRMATION
Stage
PORTAL SET UPStage
FIRST BILLStage
NEED
Stage
RESEARCHStage
APPLICATION
Stage
FULLFILMENT
Stage
SERVICING
Objective Objective Objective Objective Objective
KPIs KPIs KPIs KPIs KPIs
Targets Targets Targets Targets Targets
METRIC TEMPLATE