The “Onboarding Compass” workshop gives teams a process for designing user onboarding that guides users from different situations to the same destination of success. I’ve run half- and full-day versions of this workshop internationally at events including UX London, UX Days Seoul, UX Days Tokyo, and IxDA Sydney. It has occasionally been given as a talk, as well.


Synopsis: Onboarding is not just a single event in the user’s experience. It is a process that links together many events, over time, to acclimate people to a new product or service. A well designed user onboarding experience will set up new users for success, adapt to changing situations, and guide them through multiple stages of their product journey. Through a combination of lecture and exercises, this workshop teaches teams how to identify and prioritize key onboarding actions and scaffold key onboarding actions with guidance that leads to next steps.
You can read here to learn about my process of designing this workshop via storyboarding.