ESG Playbook

Opportunity sprint

During the Opportunity Sprint, the primary emphasis was on framing a challenge and identifying the potential MVP scope through a series of highly collaborative workshops and stakeholder sessions. Throughout this 4-week sprint, we engaged with business leaders worldwide, fostering virtual collaboration to pinpoint the project's initial scope.

Discovery sprint

After the opportunity sprint, we dedicated four weeks to thorough end-user research and technical assessments. Our goal was to validate previously identified features, establish their priorities, and develop recommendations for a future product roadmap in coordination with a proposed delivery plan.

Opportunity sprint

Vision and guiding principles

This task aims to capture the vision and guiding principles provided by our global sponsors, which will serve as the guiding framework for the remainder of the project development process.

Outputs

Opportunity sprint

Business blueprint

The business blueprint activities have enabled us to identify some initial insights from technical, timeline, and value proposition perspectives.

Discovery phrase

Ecosystem mapping

We've initiated an ecosystem mapping exercise to gain a comprehensive understanding of all the stakeholders we should involve in the discovery phase.

Outputs

Discovery phrase

Knowledge Board

We established a knowledge board after determining our approach to engaging with stakeholders for conducting research sessions. This board serves as a tool for pinpointing gaps in our understanding and the research methods we intend to employ to address these gaps.

Opportunity sprint

Persona development

Some sponsoring team members possess in-depth knowledge of the types of users who might benefit from the product and service. We conducted an initial persona understanding workshop to capture these existing insights. This persona development exercise has assisted us in identifying key interviewees for the discovery phase and formulating the gaps that need to be addressed as interview and survey questions.

Discovery phrase

Surveys

We have crafted a comprehensive survey to evaluate motivation, challenges, and aptitude for potential services. This quantitative approach has enabled us to validate common themes discovered during interview sessions and present a broader dataset to support our recommendations.

Outputs

Opportunity sprint

Initial feature list

We have captured the existing insights and knowledge from the project sponsoring team and translated them into a list of potential features. These insights were the foundation for constructing our hypothesis and knowledge board during the discovery phase.

Outputs

Outputs

Discovery phrase

Interviews

After scheduling with the relevant research subjects and setting up the interview tracker, we commenced the interview stage. During this phase, we divided our efforts between interviewing potential users and engaging with content publishers and reviewers, aiming to gain a comprehensive perspective on product engagement.

Outputs

Discovery phrase

Persona, user journey and adoption journey

Based on the findings from the interviews and surveys, we have constructed a comprehensive understanding of potential users. As a result, we have generated three distinct personas. Furthermore, we have developed their user journeys and explored the adoption process based on our research findings.

Opportunity sprint

Service blueprint

Once we have identified that the product requires both front-stage content access and backstage content upload, review, and governance, we set up a workshop to better understand the initial service blueprint process. This enabled us to explore the current content capture and access process (as-is), which allowed us to conduct further investigation and generate recommendations for content governance and the sign-off framework during the discovery sprint.

Discovery phrase

To-be service blueprint

Based on the findings from the discovery phase, we were able to propose recommended user journeys for both content consumers and content publishers to engage with the product. This was the foundation for us to create high-fidelity wireframes and prototypes during the design phase.

Reflection

Global audience for research

One area where we've identified room for improvement in our ESG playbook project is greater participation in global research, particularly in surveys. Encouraging more active involvement from participants worldwide is crucial to collecting diverse insights and ensuring our ESG initiatives are well-informed. One method we could have used is to develop targeted engagement campaigns encouraging participation in surveys and research activities.

Mobile-first approach

Another significant aspect of our ESG playbook project that requires reflection is our approach to mobile accessibility. We've encountered technical restrictions when attempting to access intranet content via mobile devices, highlighting the need for a "mobile-first" approach from the outset. Moving forward, we must reevaluate our content design and delivery strategy to accommodate mobile users effectively.