Design Workshop Plan: FinTrack App

Great work!!

Hello Lucy,

Your project offers a strong, detailed plan for a feature prioritization workshop. The use of the Diverge & Converge framework and standard design methodologies makes the process highly effective and structured.

What's Good:

The plan is well-aligned with the project brief and displays strong methodology.

• The goals—Idea Generation, Prioritised Roadmap, and Strategic Alignment—are clear and directly address the need to transform FinTrack from a simple tracker to a proactive tool.
• The agenda is logical, well-timed (3.5 hours), and detailed, with specific activities like Crazy 8s and Impact vs. Effort Matrix clearly defined. This ensures high Scannability and quality Content.
• Final outputs, including the Prioritised Idea Matrix and Concept Outlines (Story Maps), are clearly defined, ensuring the workshop yields tangible, actionable results.

Areas for Improvement:

To maximize the workshop's effectiveness and reliability, focus on pre-planning and execution management.

• The plan needs an explicit pre-reading step. Participants, especially cross-functional members, should receive a brief context document (e.g., key user pain points, competitor feature gaps) before the workshop. This ensures all voices in the "Problem Framing" phase are informed.
• The "Detail & Storyboard" activity needs more structure. Specify the required components of the Story Map (e.g., three panels covering User Action, System Response, and Success State) to ensure consistent and high-quality concept outlines for the next design sprint.
• The tight 3.5-hour schedule lacks a plan for delays. Mandate a Time box Management strategy where the facilitator is instructed to limit discussion time per idea (e.g., 5 minutes) during the Prioritisation and Curation phases to maintain the schedule and improve Feasibility.
• While ownership is mentioned, the final step should explicitly document the commitment. The "Workshop Summary Document" must clearly record the Top 3 Features, the Assigned Owner (Designer/PM), and the Deadline for the next step (e.g., Prototyping Kick-off) to ensure clear accountability.

Happy Designing!

Good start Lucy, the goals are clear and the deliverables actionable.

Some things to think about:

• Principles/rules slide to set expectations and help everyone feels comfortable.
• Add the activities and to-dos pre-workshop for everyone to arrive ready to go.
• Include buffer time between activities in case of surprises along the way.
• The agenda's Activity section is very cluttered.

The workshop plan works but these small improvements would improve it.