How to align management, design and development teams using a creative strategy brief template

TL;DR: Save time and discussions by creating a creative strategy brief. Share it and present it on every meeting so teams can align on goals, users, scenarios and constraints. Framework based on Jared Spool’s UIE post. Free and editable template in My resources page.

Goals

Give format to those answers by using SMART goals. Here’s a notion template by @pdct.tips

Users

Of course you can build Personas for this step, but that’s an entire project. In case you want, here’s a case study about how I introduced Personas in a big corporation’s environment.

Scenarios

If you want to create more formal User Scenarios, you can read the Usability.gov method’s guide.

Constraints

Shorter version, no time? Ok, then identify the Jobs To Be Done

“The process of reaching an objective under given circumstances”.The JTBD Playbook by Jim Kalbach

You can find a more detailed guide for writing those in Jim’s Blog.

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
J. Antonio Avalos

Product Manager & Certified UX Architect. I write about productivity, strategy and communication skills for creatives | jantonioavalos.com