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Zaheer Gilani
Founder and CEO OMNIXCO
CX Workbooks
The OMNIXCO difference…
CX Solutions for CX Heroes
Give me six hours to chop down a tree and I will
spend the first four sharpening the axe.
Abraham Lincoln
Effective Planning, Preparation, and Focus are Key to
Success
Customer Journey Mapping Workshops
Success is a science; if you have the conditions,
you get the result.
Oscar Wilde
Concentrate all your thoughts upon the work at
hand. The sun’s rays do not burn until brought to
a focus.
Alexander Graham Bell
Effective Workshops Result in Tangible Outputs and
Outcomes
Customer Journey Mapping Workshops
In a customer journey mapping workshop [participants] should
map journeys with an optimum focus and participation.
The output of the session should be a practical blueprint of
actions which is an outcome of a joined-up team that has
worked in a collaborative and coherent way.
“A cooking workshop means [participants] cook things. A
writing workshop means [participants] write things. If most of
your “workshop” is people not actually making anything, you
should perhaps call it a class, a lecture, or a mistake.”
Scott Burkins
The key best practices for conducting a successful
customer journey mapping workshop
• Define the goals
• Decide who will attend
• Choose location and space
• Create an agenda
• Develop a follow-up plan
• Arrange a kick-off or rehearse
Before
• Share context
• Agree objectives
• Facilitate collaboration
• Map customer journeys
• Assign ownership
• Agree KPIs
• Develop high level roadmap
During
• Follow up on actions
• Review progress
• Firm-up roadmap
• Arrange follow-up
sessions as
appropriate
• Regularly
communicate
After
The key reasons behind unsuccessful workshops
• Insufficient preparation
• Treating it as a market research project
• Lack of focus; lose scope
• Failing to engage relevant stakeholders
• Lack of clarity on underlying issues
• Leaving out the customers
• Leaving out the critics
• Lack of diversity; a small team
• Ignoring governance
• Treating it as a project and not a journey
Key problem areas
Is there a CX tool that I can
use to overcome some of
these issues?
Introducing the CX Workbook
• Practical learning aid for brainstorming, mapping and
improving customer journeys
• Available in both physical and digital* formats
What is it?
• To breakdown silos and drive an enterprise-wide change
that is coherent and consistent
• To educate and energise the workforce and build
customer empathy
• To consistently improve and deliver CX innovations that
help differentiate and develop emotionally engaging
relationships
Why use it?
*Coming soon (Q3 2019)
First in the industry
• Introduction to the essentials of customer experience
• Contextually designed around the customer’s lifecycle
• Consists of 20 key customer journeys
• Stakeholder map to engage customers
• Persona and empathy maps capturing 360° view of the
customer’s context
• Standard and comprehensive customer journey maps
• Prioritisation matrix to capture initiatives requiring actions
and assign ownership
• Larger A0 sized charts to consolidate learning in
workshops
• One physical book that becomes attendee’s personal CX
companion – log issues, ideas, moments, etc
Key features and characteristics
How to use the CX Workbook
1. Hold a kick off workshop with key stakeholders – this is your opportunity to set the
scene and define the key objectives. Depending on the audience, cover Chapters
‘1’ and ‘2’ during this session.
2. Allocate 1-2 weeks for each participant to individually map target customer
journeys. Encourage participants to keep an open mind and gather as many
issues and ideas as possible.
3. Facilitate a group wide CX journey mapping workshop – ask each participant to
present the customer journey they have mapped.
• Use sticky notes to capture the salient pieces of information e.g. goals,
gaps, ideas, etc. identified by each participant.
• Place all findings on a CX Journey Mapping Wall Chart and encourage the
group to consolidate and produce an optimal CX Journey Map.
• Assign ownership for each issue and idea agreed by the group.
4. Regularly review the performance against agreed action and map and improve
other CX journeys following a similar process. Note – you may evolve the process
depending on your organisational needs.
4 Steps to Success
Typical Engagement Timeline
Kick Off Discovery Consolidation Recommendations
Week 1
• Setting the scene
• Defining the purpose
• Sharing the objectives
Week 2 & 3
• Individual/team
investigations
• Collecting Information
• Mapping Journeys
Week 4
• Presenting individual
journeys
• Consolidating learning
• Producing overall journey
map
Week 5 - 6
• Documenting finalized
journey map
• Documenting
recommendations
• Strategy and roadmap
Any questions?
zaheer.gilani@omnixco.com
Thank you

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Customer Journey Mapping Workbooks

  • 1. Zaheer Gilani Founder and CEO OMNIXCO CX Workbooks
  • 3. CX Solutions for CX Heroes
  • 4. Give me six hours to chop down a tree and I will spend the first four sharpening the axe. Abraham Lincoln
  • 5. Effective Planning, Preparation, and Focus are Key to Success Customer Journey Mapping Workshops Success is a science; if you have the conditions, you get the result. Oscar Wilde Concentrate all your thoughts upon the work at hand. The sun’s rays do not burn until brought to a focus. Alexander Graham Bell
  • 6. Effective Workshops Result in Tangible Outputs and Outcomes Customer Journey Mapping Workshops In a customer journey mapping workshop [participants] should map journeys with an optimum focus and participation. The output of the session should be a practical blueprint of actions which is an outcome of a joined-up team that has worked in a collaborative and coherent way. “A cooking workshop means [participants] cook things. A writing workshop means [participants] write things. If most of your “workshop” is people not actually making anything, you should perhaps call it a class, a lecture, or a mistake.” Scott Burkins
  • 7. The key best practices for conducting a successful customer journey mapping workshop • Define the goals • Decide who will attend • Choose location and space • Create an agenda • Develop a follow-up plan • Arrange a kick-off or rehearse Before • Share context • Agree objectives • Facilitate collaboration • Map customer journeys • Assign ownership • Agree KPIs • Develop high level roadmap During • Follow up on actions • Review progress • Firm-up roadmap • Arrange follow-up sessions as appropriate • Regularly communicate After
  • 8. The key reasons behind unsuccessful workshops • Insufficient preparation • Treating it as a market research project • Lack of focus; lose scope • Failing to engage relevant stakeholders • Lack of clarity on underlying issues • Leaving out the customers • Leaving out the critics • Lack of diversity; a small team • Ignoring governance • Treating it as a project and not a journey Key problem areas Is there a CX tool that I can use to overcome some of these issues?
  • 9. Introducing the CX Workbook • Practical learning aid for brainstorming, mapping and improving customer journeys • Available in both physical and digital* formats What is it? • To breakdown silos and drive an enterprise-wide change that is coherent and consistent • To educate and energise the workforce and build customer empathy • To consistently improve and deliver CX innovations that help differentiate and develop emotionally engaging relationships Why use it? *Coming soon (Q3 2019)
  • 10.
  • 11. First in the industry • Introduction to the essentials of customer experience • Contextually designed around the customer’s lifecycle • Consists of 20 key customer journeys • Stakeholder map to engage customers • Persona and empathy maps capturing 360° view of the customer’s context • Standard and comprehensive customer journey maps • Prioritisation matrix to capture initiatives requiring actions and assign ownership • Larger A0 sized charts to consolidate learning in workshops • One physical book that becomes attendee’s personal CX companion – log issues, ideas, moments, etc Key features and characteristics
  • 12. How to use the CX Workbook 1. Hold a kick off workshop with key stakeholders – this is your opportunity to set the scene and define the key objectives. Depending on the audience, cover Chapters ‘1’ and ‘2’ during this session. 2. Allocate 1-2 weeks for each participant to individually map target customer journeys. Encourage participants to keep an open mind and gather as many issues and ideas as possible. 3. Facilitate a group wide CX journey mapping workshop – ask each participant to present the customer journey they have mapped. • Use sticky notes to capture the salient pieces of information e.g. goals, gaps, ideas, etc. identified by each participant. • Place all findings on a CX Journey Mapping Wall Chart and encourage the group to consolidate and produce an optimal CX Journey Map. • Assign ownership for each issue and idea agreed by the group. 4. Regularly review the performance against agreed action and map and improve other CX journeys following a similar process. Note – you may evolve the process depending on your organisational needs. 4 Steps to Success
  • 13. Typical Engagement Timeline Kick Off Discovery Consolidation Recommendations Week 1 • Setting the scene • Defining the purpose • Sharing the objectives Week 2 & 3 • Individual/team investigations • Collecting Information • Mapping Journeys Week 4 • Presenting individual journeys • Consolidating learning • Producing overall journey map Week 5 - 6 • Documenting finalized journey map • Documenting recommendations • Strategy and roadmap