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10 strategies and tactics for User Experience Design

What is User Experience Design strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Identifying the optimal User Experience Design strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own User Experience Design strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

User Experience Design strategy examples

We've added many examples of User Experience Design tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for increasing digital channel usage

  • ⛳️ Strategy 1: Enhance digital user experience

    • Conduct user experience surveys to gather feedback
    • Streamline navigation on the digital platform
    • Improve loading speed of the digital channels
    • Implement a more intuitive interface design
    • Ensure mobile responsiveness across all devices
    • Regularly update content to keep it fresh and relevant
    • Add personalised recommendations and features
    • Conduct user testing sessions with diverse groups
    • Increase accessibility features for all users
    • Utilise analytics to monitor user behaviour and adapt

  • ⛳️ Strategy 2: Promote digital channel benefits

    • Develop a marketing campaign highlighting digital benefits
    • Create educational content demonstrating digital channel use
    • Offer exclusive promotions for digital channel users
    • Host webinars or online workshops about digital tools
    • Send targeted emails showcasing digital channel advantages
    • Collaborate with influencers to endorse digital channel usage
    • Implement a referral programme incentivising digital sign-ups
    • Display user testimonials praising digital channels
    • Utilise social media platforms to highlight digital features
    • Include digital channel promotion in all customer communications

  • ⛳️ Strategy 3: Facilitate seamless transition to digital channels

    • Offer a guided onboarding process for digital channels
    • Train customer service representatives to assist with digital tools
    • Provide step-by-step tutorials for first-time digital users
    • Ensure robust security measures are in place
    • Develop a FAQ section addressing common digital concerns
    • Offer multi-channel support for digital onboarding
    • Create a feedback loop to address digital transition issues
    • Launch a hotline for immediate digital assistance
    • Partner with third-party digital platforms for expanded services
    • Evaluate and iterate based on customer feedback regarding digital use
digital-transformationuser-experiencedigital-marketeruser-experience-designermarketing-teamcustomer-service-team
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Strategies and tactics for improving conversion rates of our app

  • ⛳️ Strategy 1: Optimise user onboarding process

    • Simplify the registration process by reducing the number of steps required
    • Include a progress indicator during the signup process to inform users how many steps are remaining
    • Add a tutorial or walkthrough to guide new users through key features
    • Implement personalised onboarding messages based on user behaviour
    • A/B test different sign-up forms to find the most effective version
    • Utilise in-app tips to help users discover important functionalities
    • Gather feedback from new users on their onboarding experience
    • Monitor user drop-off points in the onboarding flow and address issues
    • Ensure the app's user interface is intuitive and user-friendly
    • Provide incentives for completing the onboarding process, such as discounts or free trials

  • ⛳️ Strategy 2: Enhance marketing efforts

    • Develop targeted email campaigns to re-engage inactive users
    • Utilise social media advertising to reach new potential users
    • Create compelling value propositions in marketing materials
    • Leverage case studies and user testimonials to build credibility
    • Implement retargeting campaigns to re-engage users who have visited the app but haven’t converted
    • Collaborate with influencers to promote the app
    • Offer limited-time promotions and discounts to encourage sign-ups
    • Optimise app store listings with relevant keywords and appealing descriptions
    • Monitor marketing campaign performance and adjust strategies accordingly
    • Use analytics tools to track the effectiveness of each marketing channel

  • ⛳️ Strategy 3: Increase customer engagement

    • Implement push notifications to remind users of app features and updates
    • Create a loyalty programme to reward repeat users
    • Offer in-app chat support to assist users with any issues in real-time
    • Gather user feedback regularly to understand pain points and preferences
    • Host webinars or live Q&A sessions to engage directly with the user base
    • Personalise in-app content based on user data and behaviour
    • Conduct surveys to identify areas for improvement
    • Encourage users to provide app ratings and reviews
    • Create engaging content such as blogs, videos, or tutorials related to the app
    • Analyse user data to identify and focus on high-engagement segments
user-engagementconversion-ratesuser-experience-designermarketing-strategistmarketing-teamcustomer-support-team
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Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
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Strategies and tactics for reorganising Harbour's SharePoint Page

  • ⛳️ Strategy 1: Conduct a user needs assessment

    • Survey users to identify their main needs and challenges with the current SharePoint layout
    • Conduct focus groups to gather detailed feedback on users’ experiences and expectations
    • Map out user journeys to understand how different roles interact with SharePoint
    • Define key metrics for navigation and accessibility that will guide improvements
    • Gather analytics data on page visits and document access to determine usage patterns
    • Identify any current categories or documents that are redundant or can be merged
    • Evaluate accessibility tools and standards that could be implemented
    • Create user personas to better understand diverse user requirements
    • Document the common tasks users perform on the SharePoint site
    • Summarise findings and identify main areas for improvement

  • ⛳️ Strategy 2: Design a new SharePoint layout

    • Create a wireframe of the new SharePoint layout incorporating user feedback
    • Ensure the layout supports easy navigation by having a clear and logical structure
    • Develop categories for documents and resources based on user needs assessment
    • Implement breadcrumb trails to help users maintain their context
    • Incorporate search features that allow easy document retrieval by users
    • Include an intuitive menu that allows quick access to frequently used pages
    • Add visual aids and icons to assist users in identifying categories and sections
    • Ensure all documents are tagged correctly for easy categorisation and retrieval
    • Incorporate responsive design principles to ensure mobile accessibility
    • Develop a prototype and gather feedback from a select group of users

  • ⛳️ Strategy 3: Implement and test the new layout

    • Develop a project plan including timelines and responsibilities for implementation
    • Set up a test environment to implement the new layout without affecting live operations
    • Regularly update stakeholders on progress and gather their feedback during implementation
    • Conduct testing sessions with users to identify any usability issues
    • Roll out the new layout in phases, starting with a less critical section to manage risks
    • Collect feedback from initial users of the new layout to understand its efficacy
    • Make necessary adjustments based on feedback before full rollout
    • Provide training sessions to help users adapt to the changes
    • Establish a channel for ongoing user feedback and a process for continuous improvement
    • Monitor usage post-implementation to evaluate success against defined metrics
navigationaccessibilityuser-experience-analystproject-managerdesign-teamimplementation-team
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Strategies and tactics for building an accountability partner assistant

  • ⛳️ Strategy 1: Utilise collaboration and communication apps

    • Identify popular communication apps that support voice features, such as WhatsApp, Zoom, and Microsoft Teams
    • Research their collaboration features to evaluate suitability for accountability tracking
    • Choose an app that offers free or affordable plans for personal use
    • Explore integration capabilities with productivity tools like Google Calendar or Trello
    • Design a simple user workflow for setting up voice calls and reminders within the chosen app
    • Create a guide on how to schedule recurring voice check-ins with partners through the app
    • Set up a feedback mechanism for users to report app-specific issues or feature requests
    • Utilise the app’s notification system to alert users of upcoming accountability sessions
    • Encourage users to use voice notes for setting daily goals and reflections
    • Prepare a tutorial on using the app’s features specifically for accountability purposes

  • ⛳️ Strategy 2: Leverage smart home devices

    • Identify smart home devices like Amazon Echo or Google Home that offer voice communication
    • Research compatibility with third-party productivity apps for task management and reminders
    • Design a setup procedure for integrating the smart assistant with user devices and apps
    • Create a flowchart for initiating and managing voice reminders with minimal effort
    • Develop a user guide to voice-activate daily goal-setting sessions
    • Explore third-party skills or routines that can be enabled for accountability
    • Design a system for automated voice prompts reminding users of their accountability commitments
    • Integrate the device's voice announcements with user calendars and task lists
    • Offer guidance on customising alert settings to suit personal preferences and schedules
    • Create scenarios for role-playing accountability partner interactions using voice commands

  • ⛳️ Strategy 3: Implement voice-based productivity tools

    • Research existing voice productivity tools like Dragon Anywhere and Speech Notes
    • Identify tools that offer transcriptions which can be shared with accountability partners
    • Explore integration possibilities between these tools and popular collaboration platforms
    • Design workflows for recording voice notes and converting them into actionable tasks
    • Guide users on how to invite partners to access shared voice content and progress logs
    • Create a method for auto-generating progress reports from voice inputs
    • Develop tutorials on effective use of voice commands for setting goals and reminders
    • Ensure security measures are in place to protect sensitive voice data
    • Install mechanisms for archiving voice session transcripts for later review
    • Provide best practices for voice note-taking to maximise accountability effectiveness
voice-communicationaccountabilityproductivity-advocatedigital-strategistproduct-developmentuser-experience-design
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Strategies and tactics for improving User-Centric Design and Branding Consistency

  • ⛳️ Strategy 1: Implement User-Centric Design Testing Processes

    • Conduct usability testing sessions with 200 users across Edubanc, EdPay, PayFlex, and Tuition Invoicing
    • Collaborate with operations, marketing, and product teams to identify and prioritise the top 5 design issues
    • Organise 2 focus group testing sessions for Edubanc and PayFlex to gather initial usability feedback
    • Design and integrate a systematic feedback collection process into Edubanc and EdPay product workflows
    • Establish a timeline for regular usability testing to ensure ongoing user feedback integration
    • Analyse usability testing data to highlight recurring themes and areas needing improvement
    • Schedule bi-weekly cross-functional meetings to address feedback findings with relevant stakeholders
    • Deploy changes based on identified design issues and re-test to confirm resolution
    • Create follow-up surveys post-testing to gauge user satisfaction and experience
    • Document all findings and improvements as case studies to inform future design processes

  • ⛳️ Strategy 2: Develop and Enforce Unified Branding Guidelines

    • Create a comprehensive branding guide that covers all visual and messaging aspects for all products
    • Apply the branding guide to five key product interfaces by conducting iterative design updates
    • Conduct training sessions for the entire design team to familiarise them with the new branding guidelines
    • Develop a checklist for designers to ensure adherence to branding guidelines in every project
    • Set up a review board tasked with overseeing branding consistency across ongoing projects
    • Create template assets that comply with the branding guide for easy reuse
    • Involve the marketing team in the branding guide creation to align brand messaging with design
    • Track the impact of updated interfaces on user experience and brand perception through feedback channels
    • Host quarterly workshops to revise and update the branding guidelines as necessary
    • Gather cross-team feedback to ensure the branding guide remains practical and user-focused

  • ⛳️ Strategy 3: Optimise Design Processes for Improved Efficiency

    • Map current design processes to identify bottlenecks and inefficiencies
    • Set specific time reduction goals for design turnaround, such as reducing feature design completion from 20 to 17 days
    • Establish a shared asset library for design components to boost reuse and efficiency
    • Organise monthly cross-functional reviews to ensure operations, marketing, and growth feedback are integrated
    • Implement A/B testing protocols on onboarding flow designs to validate potential efficiency gains
    • Incorporate design tools and analytics for tracking asset utilisation and workflow progress
    • Run training sessions on advanced design tools and processes to enhance team capabilities
    • Measure and report on efficiency metrics, presenting these findings in team meetings
    • Iterate and refine processes continually based on feedback and performance data
    • Create a culture of continuous improvement through regular feedback sessions and design retrospectives
user-centric-designbranding-consistencydesignerbranding-manageroperationsmarketing
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Strategies and tactics for establishing a reliable and user-friendly taxi service

  • ⛳️ Strategy 1: Enhance user experience

    • Conduct user research to understand customer needs and preferences
    • Design a user-friendly website with a simple booking interface
    • Implement mobile-responsive design for easy access on all devices
    • Integrate real-time tracking of taxis for transparency
    • Provide multiple payment options for customer convenience
    • Offer customisable user profiles for recurring bookings
    • Implement customer feedback loops for continuous improvement
    • Ensure fast loading times for the website and app
    • Test the platform with a diverse user group before launch
    • Maintain a FAQ section to address common queries

  • ⛳️ Strategy 2: Prioritise safety features

    • Equip taxis with GPS tracking and panic buttons
    • Conduct thorough background checks on all drivers
    • Provide driver training focused on passenger safety
    • Offer a rating system for drivers to ensure high standards
    • Implement an emergency contact feature on the app
    • Send SMS alerts to users when the taxi approaches
    • Ensure regular maintenance and safety checks on all vehicles
    • Promote a zero-tolerance policy against driver misconduct
    • Communicate safety measures clearly on the website and app
    • Partner with local emergency services for quick response

  • ⛳️ Strategy 3: Optimise operational efficiency

    • Streamline the booking process with automated dispatching
    • Use data analytics to predict high-demand periods and allocate resources accordingly
    • Develop an efficient routing system to minimise travel time
    • Implement a dynamic pricing model to manage demand
    • Offer subscription plans for frequent users
    • Integrate a notification system for timing updates
    • Incorporate AI to estimate accurate arrival times
    • Maintain a fleet management system for efficient resource utilisation
    • Optimise driver schedules according to peak hours
    • Regularly review and update operational processes for improvement
user-experiencesafety-featuresux-designersafety-officertechnology-teamoperations-team
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Strategies and tactics for achieving market leadership as a super app

  • ⛳️ Strategy 1: Expand service offerings

    • Conduct market research to identify service gaps and customer needs
    • Develop partnerships with local businesses to integrate a wider range of services
    • Launch new services in a phased manner to test and refine offerings
    • Invest in technology to streamline service integration within the app
    • Create bundled service packages to encourage cross-service usage
    • Implement customer feedback loops to continuously improve service quality
    • Offer exclusive services that are not available on other apps
    • Monitor competitors to identify and react to new service trends
    • Set up a dedicated team to continuously explore new service opportunities
    • Use analytics to understand service usage patterns and optimise offerings

  • ⛳️ Strategy 2: Enhance user experience

    • Conduct user surveys and interviews to identify user pain points
    • Redesign the app's user interface for better navigation and accessibility
    • Introduce personalised recommendations based on user preferences and behaviour
    • Implement a robust customer support system within the app
    • Ensure the app's performance is optimised for speed and reliability
    • Regularly update the app based on user feedback and technological advancements
    • Include interactive features to engage and retain users
    • Pilot new features with a small user group before wider release
    • Simplify onboarding processes for new users
    • Ensure app security measures are up-to-date to protect user data

  • ⛳️ Strategy 3: Boost brand awareness

    • Launch a targeted marketing campaign to promote the app's unique features
    • Engage in partnerships and collaborations with influencers and brands
    • Utilise social media platforms to reach a broader audience
    • Host events and webinars to showcase the app's capabilities and benefits
    • Implement a referral program to encourage word-of-mouth promotion
    • Create high-quality content that demonstrates the app's value proposition
    • Leverage search engine marketing to increase app visibility
    • Attend industry conferences and expos to network and gain exposure
    • Use analytics to measure and optimise marketing efforts
    • Allocate resources for ongoing public relations activities
market-leadershipsuper-appuser-experience-designermarketing-strategistresearch-and-developmentcustomer-support
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Strategies and tactics for developing and Transforming PropTech Projects

  • ⛳️ Strategy 1: Integrate advanced technology

    • Research and select suitable technology platforms for property management
    • Implement Internet of Things (IoT) devices for smart property features
    • Use artificial intelligence for predictive maintenance and property insights
    • Develop a customer portal for easy property management access
    • Implement blockchain technology for secure property transactions
    • Utilise machine learning for accurate property valuations
    • Integrate virtual and augmented reality for property viewing
    • Develop a mobile app for real-time property data access
    • Implement cloud storage solutions for data accessibility
    • Ensure technology compatibility with existing banking systems

  • ⛳️ Strategy 2: Create strategic partnerships

    • Identify potential banking partners to integrate financial services
    • Negotiate terms for value-added services with banks
    • Collaborate with fintech companies to enhance payment options
    • Establish alliances with real estate agencies for market expansion
    • Partner with legal firms for streamlined property transactions
    • Engage with technology providers for continuous innovation
    • Align with government bodies for compliance in property regulations
    • Collaborate with insurance companies for property protection services
    • Form partnerships with construction companies for project development
    • Create a network of maintenance and service providers

  • ⛳️ Strategy 3: Enhance user experience and trust

    • Conduct user feedback sessions to assess current system effectiveness
    • Improve user interface for ease of navigation and interaction
    • Develop user-friendly tutorials and guides for system usage
    • Introduce secure user authentication methods for system access
    • Implement transparent communication channels for customer support
    • Facilitate real-time updates on property and banking transactions
    • Regularly update systems to incorporate user feedback and improvements
    • Offer personalised property solutions based on user preferences
    • Conduct trust-building workshops and webinars with users
    • Establish a robust data privacy and security policy
proptechintegrationtechnology-developerpartnership-managertechnology-integrationuser-experience-design
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Strategies and tactics for driving product usability

  • ⛳️ Strategy 1: Conduct user research

    • Identify key user groups and personas based on current user demographics
    • Create a questionnaire to gather user feedback on current UX pain points
    • Organise and conduct user interviews or surveys with a diverse user group
    • Utilise analytics tools to track user behaviour patterns
    • Host usability testing sessions to observe real-time user interactions
    • Compile data to highlight common UX issues and user complaints
    • Generate a comprehensive report detailing findings from research
    • Share insights with the design and development teams
    • Establish a feedback loop with users for ongoing improvement
    • Define success metrics based on user satisfaction and engagement

  • ⛳️ Strategy 2: Enhance design interface

    • Map out user journeys and identify friction points within the interface
    • Redesign interface components focusing on simplicity and clarity
    • Ensure design consistency across all user interfaces and touchpoints
    • Workshop potential layouts and design solutions with the design team
    • Incorporate user feedback from research into design proposals
    • Develop prototypes for new design concepts to gather initial feedback
    • Regularly test design iterations with a user group for continuous refinement
    • Collaborate with developers to implement design changes effectively
    • Conduct A/B testing to evaluate the impact of design changes on usability
    • Continuously monitor and refine design based on user feedback and data

  • ⛳️ Strategy 3: Improve interaction elements

    • Analyse existing interaction elements and document usability issues
    • Prioritise improvements based on the biggest impact on usability
    • Simplify navigation elements to enhance user flow and accessibility
    • Incorporate responsive design to improve interaction on all devices
    • Update micro-interactions to provide users with instant feedback
    • Utilise colour and contrast effectively to highlight key actions
    • Refine call-to-action buttons to make them more visible and engaging
    • Conduct accessibility testing to ensure ease of use for all users
    • Gather continuous user feedback on interaction elements post-implementation
    • Measure the effectiveness of changes by tracking user engagement metrics
usabilityuser-experienceux-researcherproduct-designerdesign-teamdevelopment-team
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How to track your User Experience Design strategies and tactics

Having a plan is one thing, sticking to it is another.

Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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