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.
“Create an onboarding compass” is a workshop series I created to give teams practical strategies for designing user onboarding that guides users from different situations to the same destination of success in a product or service.
Through a combination of lecture and exercises, this workshop teaches teams how to identify and prioritize key onboarding actions, scaffold key onboarding actions with guidance that leads to next steps, and build onboarding into their everyday product development process. It’s geared toward designers and product managers who are about to embark on designing an onboarding experience for a new or existing product, or for those redesigning an existing onboarding experience.
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. You can also read here to learn about my process of designing this workshop via storyboarding.
- Activity & template design
- Presentation design