Getting Started with UX Design: Strategy Plane

Understand what is Strategy Plane, the first plane to understand while designing user experience for your customers


shakshi neha

2 years ago | 3 min read

Hi Readers, welcome to the Getting started with UX Design tutorial series. This is a series of 8 articles which will include topics related to UX Design Methodology in great depth.

This is Part 3 of 8 of the blog series “Getting started with UX Design”, and we will be talking about the first of the five planes in UX Methodology, “The Strategy Plane”.

Are you thinking about where you can learn more about this? Don’t worry I got you covered. If you are interested in learning this UX Design via video classes, you can join my SkillShare course at this link, named “Mastering User Experience”. You will get a 1-month free membership if you register with this link, and you can watch the course absolutely free. So dive right in without any worries.

Defining the Strategy

Strategy Plane: User Needs + Product Objectives

A clearly articulated strategy is the foundation of a successful user experience. The strategy plane defines what the business and the users want to get out of the project.

  • Knowing what the business wants to get out of this product helps us to describe the product objectives within the organization.
  • Knowing what our users want to get out of the product addresses the user’s needs.

Product Objectives

Product objectives should not exist as an unspoken understanding among the team members, or else different people in the project will have different ideas about it.

To define a product objective, we need to consider the following factors.

· Business Goals

· Brand identity

· Success Metrics.

Product Objectives — Business Goals

Business goals help a business grow and achieve its objectives. The aim is to identify how the product will help to realize the objectives of the organization.

Product Objectives — Brand Identity

The concept of brand identity is not just visual but a set of conceptual associations or emotional reactions. An impression of your organization is created in the mind of the user who interacts with your product.

Product Objectives — Success Metric

Success metrics are the indicators that we can track after the product has been launched to see if it meets the product objectives and user needs. It also gives an insight into how effectively the user experience is meeting strategic goals.

User Needs

The design must be created for the end-user and not for one idealized user like us.So, we have to understand who they are and what they need.

As a first step,

  • we have to define our users,
  • we have to research them by asking questions and observing their behaviour.

It can help us define what the user needs when they use the product.

Techniques to Understand User Needs

The essential techniques in understanding user needs are as follows:

· User Segmentation

· Usability and User Research

· Creating Personas

  1. User Segmentation Technique

Segmentation of the users

We have divided entire users into small segments of people with shared needs called user segments to understand the user needs. There are many ways to create user segments, but here are a couple of the most common ways to do it.

  • Demographics: based on gender, age, education level, marital status, and income of the users.
  • Psychographics: based on attitudes and perceptions of the users.
  • Expertise: based on users’ expertise.

2. Usability and User Research Techniques

· User Research deals with collecting the user data needed to develop the knowledge about the user by means of research tools.

· Surveys, interviews or focus group studies help us to gather information about general attitudes and perceptions of users.

· User tests or field studies help us to understand a specific aspect of user behaviour and interaction with your product.

· Market research method like surveys and focus groups can be valuable sources of general information about your users.

· Contextual inquiry helps us to understand users in the context of their everyday lives.

· Task analysis helps us analyze the precise steps user do to complete a task.

· User testing is getting your users to test what you have produced.

· Card sorting is a method used to understand how users categorize information.

3. Creating Personas for User Needs

Key points of a persona

We create fictional profiles called personas by putting a face and a name on the disconnected bits of data from your user research. These personas help us to represent the needs of a user segment easily. They also help everyone in the project to understand for whom they are building the product.

Strategy Document

A formal strategy document is created listing product objectives and user needs. The document provides an analysis of objectives and how they fit into the organization.

· Keep your strategy document precise.

· The document must be shared with all members of the team.

Check out my profile for more such articles. Follow through this 8 blog series and you will gain clarity of what is UX Design like never before.


Created by

shakshi neha

Tech girl, writer, money saver, author







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