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There is an ongoing dispute in the User Experience (UX) world regarding how to effectively describe UX strategy. Is it best described by an approach or philosophy you bring to your design work? Is it more structured, such as a formal framework or rigid methodology?

In a nutshell? Sure.

Reducing UX strategy to a single, exclusive definition sort of negates the concept’s whole purpose. Because the mobility of UX planning is its greatest strength.

A UX strategy must be adaptable to quickly change information and conditions in order to be sustainable and successful. That flexibility, however, does not imply a lack of structure or scientific rigor.

To develop user experiences, a great UX strategy may include a variety of technologies, processes, methodologies, and people, but it never loses sight of the human aspect of that job.

UX designers have a tendency to get so focused on creating a fantastic user experience that they lose sight of who they were built for in the first place.

When you attempt to own the user’s experience by telling them how they should interact with or feel about a product or brand, you’re servicing your ego and needs rather than the user’s.

The objective of a UX strategist is to consider ways to deliver experiences that consumers find simple, efficient, rewarding, and appealing, rather than to follow their own limited views about what people should desire.

What is UX Strategy?

A user experience strategy is a plan that links UX objectives to the product and the company. It outlines how the firm wants its consumers to engage with its brand and products, therefore UX designers constantly make choices with the business strategy and its users in mind.

When developing a UX strategy, a corporation should consider the following factors:

  • The organization’s definition of user experience with respect to the brand.

  • How UX design connects to product strategy

  • How user experience relates to business goals

  • User personas are created using qualitative and quantitative data, including habits, expectations, and user requirements

  • Market trends have an impact on the user experience.

  • Analysis of competitors

  • Current product performance in comparison to projected aims

  • Defining, prioritizing, and carrying out product goals, objectives, and key performance indicators (KPIs).

  • Procedures for doing user research

  • Making results available to stakeholders

Importance of UX Strategy

The importance of UX strategy conceptualized through a vector art

A design thinking method, correctly, focuses on the user. However, without a UX design strategy, designers lose sight of the brand and its aims. A UX strategy focuses on the company and the user in order to harmonize product and brand experiences.

A UX strategy guarantees that the company and its stakeholders have a voice in the research, design, and usability testing processes.

Here are five reasons why having a UX strategy is critical.

  • Keeps stakeholders informed about user experience and the advantages of UX design.

  • Outlines the UX research and design methods.

  • Defines ways to evaluate UX success.

  • Gives the whole company awareness of the value of user experience design.

  • Aligns the brand’s promise with the customer experience.

Steps to create an effective UX Strategy

Steps to create an effective UX strategy conceptualized through a vector art

Great goods are not created by luck. Before the job starts, there is often thorough and well-thought-out planning.

Designers depend on a combination of tried-and-true UX design methodologies and tried-and-true business strategies to create products that satisfy both users and corporate stakeholders.

Many design teams adopt a UX approach to accomplish this. A UX strategy is a thorough plan for keeping a user’s experience with a brand in line with the company’s overall aims and objectives. A UX strategy is simple to develop, and the process can be broken down into five steps:

  • Define the goals

  • Research, Research, UX Research

  • Brainstorm & wireframe

  • Test designs then Evaluate

  • Prepare to Iterate, and then iterate

Define the Goals

How to define your UX goals

The ability to align corporate and user objectives is the most significant benefit of curating a UX strategy. It is critical to identify your and your team’s goals as early as feasible. So, the first step in developing your UX strategy is to establish your team’s goals for the product.

You should include ideas for the best user experience as well as broader corporate goals. Here are some questions to consider while setting your goals:

  • What are we attempting to develop or improve?

  • What issue do we want our product to address?

  • What constitutes an effective user experience?

  • What information do we need to know about our users?

  • What financial goals must be met?

  • How much money do we have?

  • How much time do we have?

  • How can the performance of a firm be improved?

After you’ve established your objectives, it’s necessary to plan your study and the strategies you’ll use to achieve your product goals.

Research, Research, UX Research

UX research conceptualized through a vector art image

When developing a new product, there is a lot to learn. Include in your UX strategy what research tools you’ll use, what information you want to find, how you’ll evaluate your data, and if adding a UX researcher to the team is necessary. You should do research in three areas: users, stakeholders, and competitors.


Your users in UX research and UI UX design

It is critical to learn about your consumers, and how you go about getting their demographics, desires, and requirements that may have a significant influence on product success.

Consider what you currently know about your consumers, what data you need, and how you want to get it.

Plan how your questionnaires, surveys, and interviews will be distributed and conducted. You should also think about how you will summarise and convey the data using user personas, journey maps, and user stories or scenarios.


Your stakeholders are often the individuals that control the firm or are in charge of significant project financing. It’s critical to learn what customers value by asking what they anticipate from their product, how they intend to use it, and what they’ve tried in the past.

Make careful to evaluate how profitable their website or service is today and what measures they use to gauge performance.


This is where you’ll look for firms that make comparable goods or those that your stakeholders have identified as competitors.

Plan to take a close look at the services they provide, how their products work, and the level of user involvement they have. Examine what works and what doesn’t. Competitor research provides insight into what your users may be anticipating and alternative strategies to embrace or reject.

Brainstorm & wireframe

The brainstorming and wireframing process in UX design

Illustration by Edoardo Mercati

Now that you have a firm grasp on what your customers want from your product and the resources available to develop it, it’s time to start sketching some ideas.

Consider what brainstorming and creative approaches you and your team will utilize to generate some basic designs while designing this step of your UX strategy.

Ask yourself and your team the following questions:

  • What brainstorming techniques will you employ?

  • Will you begin with a pen and paper? What design software are you familiar with?

  • Is your team in need of internet software that allows for remote work?

  • Do you have any wireframing and prototyping tools of preference?

Additionally, plan how you will keep your users’ demands in mind while developing your ideas. Make it clear which features, components, graphics, and materials must be included to match the expectations of the user.

It is also an excellent moment to develop rules for accessibility and usability that are appropriate for your intended audience.

While it may take many brainstorming and drawing sessions to create a test-ready prototype, bear in mind corporate deadlines and resource allocation.

How much time do you have to write your first draught? Do you need to use more cost-effective software? It’s tempting to spend a lot of time refining early concepts, so keep your stakeholders’ timeframe and budget in mind.

Test designs then Evaluate

Testing your designs, evaluating and forming towards iterations in UI UX design

Now that you’ve decided how you’ll approach building solutions, it’s important to think about how you’ll test your ideas and how you’ll evaluate the outcomes. Here are some things to consider:

  • How will you find test participants?

  • Are the exams going to be moderated or unmoderated?

  • Will they be carried out remotely or in person?

  • What techniques of user and usability testing will you employ?

  • Can you do testing in-house, or do you need to hire a testing firm? (For example, UserTesting)

  • Are you collecting both qualitative and quantitative information?

  • How will you evaluate and convey the information you collect?

  • What measures will you be utilizing to assess success?

  • Do your designs meet the needs of your development team?

When planning your testing and evaluation, make sure the approaches you use to assist your team in determining what is and isn’t functioning properly for your product. What can you preserve or expand on, and what must be reworked or scrapped?

When you’ve figured out how to test and assess, it’s important to consider how you’ll utilize the data to create real changes to your product.

Prepare to Iterate, and then iterate

No UX strategy is complete without a process for revising and improving your designs in response to user input.

Most finished products go through numerous design cycles and are regularly re-tested and revised long after they are introduced to the public. Technology and UX trends are continuously changing, and the top design teams are continually improving their products to stay up.

Make certain that your UX plan covers how to utilize the data gained during user testing to enhance the user experience, as well as how to maintain the product current and in line with consumers’ expectations.

The more you intend to remain on top of all of these factors now, the less work you’ll have to spend dealing with whole re-designs in the future.

Takeaways… to go, please

A well-thought-out UX strategy serves as a road map to the greatest potential result for your users and stakeholders. With your UX strategy in place, you can begin developing products that are not only lucrative for the firm but also exciting for people to interact with.

UX planning may also assist in reducing expenses and unneeded work, increasing income, and creating long-lasting, valuable products.

Developing a UX strategy before developing an app, website, or other digital product will assist ensure that your design techniques are efficient, current, and effective.

Confetti Design Studio is an award winning creative design firm based in India. We work with companies around the world by providing them premium design solutions ranging from product design, web design & graphic design. Contact us right now so we can get started on your amazing idea and project.

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