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Course Outline

Framing the Service Challenge & Data-Driven Discovery

The Service Owner’s Mindset & UCD Foundations

  • Service design vs. product design: scope, touchpoints, and operational reality
  • UCD principles in service ecosystems: co-creation, empathy, and iterative validation
  • The Service Owner’s role: orchestrating cross-functional alignment and experience ownership
  • Workshop: Service ecosystem mapping exercise (identifying actors, channels, and handoffs)

Defining the Real Design Problem

  • Moving beyond symptoms: root cause analysis for service pain points
  • Problem framing techniques: 5 Whys, Problem Statement Canvas, and Jobs-to-be-Done (JTBD)
  • Aligning stakeholder expectations with user realities
  • Workshop: Drafting and stress-testing a core service problem statement using real organizational data

Identifying Opportunity Areas

  • Mapping the customer journey & employee experience (dual journey mapping)
  • Identifying friction, moments of truth, and experience gaps
  • Opportunity sizing: Impact vs. Feasibility matrix for service improvements
  • Workshop: Highlighting high-leverage opportunity zones on a live service blueprint

 How to Choose Data That Captures Important Aspects of UX 

  • Qualitative vs. quantitative data in service design
  • Selection frameworks: interview triggers, observation contexts, behavioral telemetry, and touchpoint analytics
  • Avoiding data bias: sampling, representation, and context validity
  • Workshop: Building a data collection matrix tailored to a specific service phase (e.g., onboarding, support, renewal)

Metrics, Alignment & Service Optimization

 How to Choose UX Metrics That Align with KPIs

  • Bridging experience and business: mapping UX metrics to operational KPIs
  • Selecting the right metrics: NPS, CSAT, CES, Task Success, Flow Efficiency, and Retention
  • Defining measurement cadence, baselines, and attribution models
  • Workshop: Designing a metric dashboard that ties service experience directly to business outcomes

Service Blueprinting & Cross-Functional Alignment

  • Building operational service blueprints: frontstage, backstage, and support processes
  • Mapping internal capabilities to customer journey requirements
  • Aligning design, operations, IT, and customer success around a shared experience vision
  • Workshop: Populating a layered service blueprint with process nodes, SLAs, and experience touchpoints

Prototyping, Testing & Iterating Services

  • Service prototyping: role-playing, walkthroughs, and pilot service trials
  • Running experiential tests and collecting behavioral vs. attitudinal feedback
  • Iteration strategies: small-batch pilots, rollback plans, and scaling successes
  • Workshop: Conducting a live service prototype test and capturing actionable iteration notes

Capstone & Implementation Strategy

  • Synthesizing mapping, data, and metrics into a Service Optimization Roadmap
  • Governance models: how Service Owners track, maintain, and evolve experience assets
  • Overcoming implementation barriers: budget, change management, and tech debt
  • Capstone: Present a complete service improvement plan (problem → opportunity → data → metrics → roadmap

Requirements

Prerequisites

  • Basic familiarity with UX principles, customer experience, or service delivery
  • No formal design degree required; familiarity with operational or product workflows is helpful
  • Comfort with cross-functional collaboration and data-informed decision making

Audience

  • Service Owners & Service Design Managers
  • CX Leaders, Product Owners, & Experience Strategists
  • Operations & Customer Success Professionals involved in service delivery
  • UX Researchers & Designers transitioning into service ecosystems
 14 Hours

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