{ "library": "Three-Discipline Library", "version": "v12", "total_topics": 127, "completed_topics": 127, "updated": "2026-03-30", "topics": [ { "id": "UX.1.01", "title": "Design Thinking", "file": "topics/design-thinking.html", "tier": 1, "discipline": "UX", "solves": [ "I need a structured approach to solve a complex, ambiguous problem", "I want to make sure we're solving the right problem before building anything", "I need to facilitate a team workshop that produces actionable design direction", "I want to introduce human-centered thinking to a team that usually jumps to solutions", "I need ideation methods that go beyond obvious ideas" ], "methods": [ "User Interviews", "Contextual Inquiry", "Empathy Mapping", "Affinity Mapping", "Point-of-View Statement", "How Might We Questions", "Brainstorming", "Crazy Eights", "SCAMPER", "Wizard of Oz Prototyping", "Usability Testing (5-User Protocol)" ], "phase": "discovery", "prerequisites": [], "pairs_with": [ "UX.1.02", "UX.1.03" ], "depth": "framework", "keywords": [ "design thinking", "human-centered", "empathize", "define", "ideate", "prototype", "test", "IDEO", "d.school", "innovation", "problem solving", "HMW", "brainstorming" ] }, { "id": "UX.1.02", "title": "User Research: Methods, Personas, and Synthesis", "file": "topics/user-research.html", "tier": 1, "discipline": "UX", "solves": [ "I need to understand who my users are and what they actually need", "I want to choose the right research method for my current project phase", "I need to build personas that the team will actually use", "I need to synthesize interview data into actionable insights", "I want to validate design decisions with real user feedback", "I need to conduct field research or contextual inquiry", "I want to enable non-researchers on my team to run lightweight research", "I need to evaluate whether AI research tools are appropriate for my study", "I want to combine qualitative and quantitative methods effectively" ], "methods": [ "User Interviews", "Contextual Inquiry", "Diary Studies", "Surveys", "Card Sorting", "Tree Testing", "First-Click Testing", "Persona Building", "Affinity Diagramming", "Thematic Analysis", "Research Democratization", "AI-Moderated Research Evaluation", "Mixed-Methods Research Design" ], "phase": "discovery", "prerequisites": [], "pairs_with": [ "UX.1.01", "UX.1.03", "UX.2.18" ], "depth": "methods", "keywords": [ "user research", "interviews", "personas", "synthesis", "qualitative", "quantitative", "ethnography", "contextual inquiry", "field study", "card sorting", "surveys", "diary study", "democratization", "AI-moderated", "mixed-methods", "triangulation" ] }, { "id": "UX.1.03", "title": "Journey Mapping, Flows & Task Analysis", "file": "topics/journey-mapping.html", "tier": 1, "discipline": "UX", "solves": [ "I need to visualize the full user experience to find pain points and opportunities", "I need to design the screen-by-screen path through a feature or product", "I want to understand where users feel frustrated, confused, or anxious", "I need to break down a complex interaction into manageable steps", "I want to align my team on what the user actually goes through", "I need to assess the cognitive load of a multi-step process" ], "methods": [ "Journey Mapping Workshop", "Empathy Mapping", "User Flow Diagramming", "Hierarchical Task Analysis (HTA)", "Cognitive Task Analysis (CTA)", "Current-state vs Future-state Maps", "Service Blueprints" ], "phase": "discovery", "prerequisites": [ "UX.1.02" ], "pairs_with": [ "UX.1.01", "UX.1.08", "UX.2.04" ], "depth": "methods", "keywords": [ "journey map", "user flow", "task analysis", "empathy map", "touchpoints", "pain points", "emotion curve", "user path", "flowchart", "HTA", "cognitive load", "service blueprint", "experience map" ] }, { "id": "UX.1.04", "title": "Usability: Principles, Patterns, and Practice", "file": "topics/usability.html", "tier": 1, "discipline": "UX", "solves": [ "I need to evaluate whether an interface is easy to use", "I want a checklist of usability principles for design reviews", "I need to fix a form that users keep abandoning", "I want to understand Nielsen's heuristics and apply them to my product", "I need navigation patterns that work for complex products", "I need to design better error messages and system feedback", "I want to understand how page speed and loading states affect perceived usability" ], "methods": [ "Nielsen's 10 Usability Heuristics", "Shneiderman's 8 Golden Rules", "Progressive Disclosure", "Sensible Defaults", "Forgiving Input", "Inline Validation", "Form Design Checklist", "Feedback Timing Framework", "Performance-Usability Connection" ], "phase": "ongoing", "prerequisites": [], "pairs_with": [ "UX.1.03", "UX.1.05", "UX.2.03", "UX.2.05" ], "depth": "methods", "keywords": [ "usability", "heuristics", "nielsen", "shneiderman", "forms", "navigation", "error messages", "feedback", "progressive disclosure", "defaults", "validation", "accessibility" ] }, { "id": "UX.1.05", "title": "UI Design Patterns", "file": "topics/ui-design-patterns.html", "tier": 1, "discipline": "UX", "solves": [ "I need to design a navigation structure for a web or mobile product", "I want proven solutions for search, filtering, and sorting interfaces", "I need to choose between cards, tables, or lists for displaying content", "I'm designing a complex form and want to reduce abandonment", "I need to handle loading states, empty states, and error states", "I want to add onboarding without annoying users", "I need to design for real-time collaboration with multiple simultaneous users" ], "methods": [ "Top Navigation Bar", "Bottom Navigation (Mobile)", "Sidebar Navigation", "Breadcrumbs", "Tabs", "Search-as-You-Type", "Faceted Filtering", "Card Layout", "Data Tables", "Modal/Dialog", "Skeleton Screens", "Multi-Step Form", "Onboarding Patterns", "Multiplayer UI Patterns" ], "phase": "design", "prerequisites": [ "UX.1.04" ], "pairs_with": [ "UX.1.04", "UX.1.07", "UX.1.08", "UX.2.06" ], "depth": "methods", "keywords": [ "UI patterns", "navigation", "search", "filtering", "cards", "tables", "forms", "modal", "skeleton", "onboarding", "sidebar", "tabs", "breadcrumbs", "FAB", "toggle", "pagination", "infinite scroll", "multiplayer", "collaborative", "presence", "cursors", "real-time" ] }, { "id": "UX.1.06", "title": "Visual Design", "file": "topics/visual-design.html", "tier": 1, "discipline": "UX", "solves": [ "I need to establish a color palette, type scale, and spacing system for a product", "The interface feels messy and I can't pinpoint why", "I need to check if my design meets accessibility contrast requirements", "I want to implement dark mode properly", "I need to choose fonts and create a type hierarchy", "I want to improve the visual quality of an existing interface" ], "methods": [ "Functional Color System", "Modular Type Scale", "8px Grid System", "Dark Mode Principles", "Squint Test", "Visual Design Review Checklist" ], "phase": "design", "prerequisites": [], "pairs_with": [ "UX.1.04", "UX.1.05", "UX.2.02", "UX.2.08" ], "depth": "methods", "keywords": [ "visual design", "color", "typography", "type scale", "spacing", "grid", "hierarchy", "contrast", "WCAG", "dark mode", "icons", "whitespace", "layout", "responsive" ] }, { "id": "UX.1.08", "title": "Information Architecture", "file": "topics/information-architecture.html", "tier": 1, "discipline": "UX", "solves": [ "I need to organize content so users can find what they need", "I'm designing the navigation structure for a website or app", "I need to create a sitemap or content hierarchy", "I want to test whether my information structure makes sense to users", "I need to label things in a way that matches how users think" ], "methods": [ "Card Sorting", "Tree Testing", "Sitemap Creation", "Content Audit", "Navigation Design", "Labeling Systems" ], "phase": "definition", "prerequisites": [ "UX.1.02" ], "pairs_with": [ "UX.1.03", "UX.1.05" ], "depth": "methods", "keywords": [ "information architecture", "IA", "navigation", "sitemap", "taxonomy", "card sorting", "tree testing", "content structure", "labeling", "findability", "hierarchy" ] }, { "id": "UX.2.09", "title": "Dashboard & Data-Dense Design", "file": "topics/dashboard-design.html", "tier": 2, "discipline": "UX", "solves": [ "I need to design a dashboard that supports real decisions", "I want to lay out a data-dense interface without overwhelming users", "I need to design KPI cards, filter bars, and data tables that work together", "I want to handle all five data states (loading, populated, empty, error, stale)", "I need to make a dashboard work across desktop and mobile", "I need to design a dark-mode version of a data-heavy interface" ], "methods": [ "Decision-First Design", "Inverted Pyramid Hierarchy", "KPI Card Anatomy", "Filter Bar Pattern", "Five Data States Framework", "12-Column Grid Layout", "Widget Sizing Reference" ], "phase": "design", "prerequisites": [ "UX.1.04" ], "pairs_with": [ "UX.3.02", "UX.2.04" ], "depth": "methods", "keywords": [ "dashboard", "data-dense", "KPI", "metrics", "filter bar", "data table", "widget", "grid layout", "empty state", "loading state", "error state", "responsive dashboard", "dark mode" ] }, { "id": "UX.3.02", "title": "Information Visualization", "file": "topics/information-visualization.html", "tier": 3, "discipline": "UX", "solves": [ "I need to choose the right chart type for my data", "I want to apply Tufte's principles to make data graphics clearer", "I need to design visualizations that communicate accurately without distortion", "I want to reduce chartjunk and maximize the data-ink ratio", "I need to make data visualizations accessible and responsive" ], "methods": [ "Chart Selection Framework", "Data-Ink Ratio Assessment", "Erasure Test", "Cleveland-McGill Perceptual Ranking", "Small Multiples", "Annotation Strategy" ], "phase": "design", "prerequisites": [], "pairs_with": [ "UX.2.08", "UX.2.04" ], "depth": "reference", "keywords": [ "data visualization", "charts", "graphs", "Tufte", "data-ink ratio", "chartjunk", "bar chart", "line chart", "small multiples", "visual encoding", "graphical integrity", "Cleveland-McGill" ] }, { "id": "UX.1.07", "title": "Accessibility in Practice", "file": "topics/accessibility.html", "tier": 1, "discipline": "UX", "solves": [ "I need to make my product accessible and don't know where to start", "I need to run an accessibility audit on an existing product", "I want to understand WCAG requirements and which level to target", "I need to test my product with screen readers", "I want to build accessibility into my design process from the beginning", "I need to fix keyboard navigation issues", "I want to communicate accessibility requirements clearly to engineers", "I need to design for users with varying cognitive abilities and age groups" ], "methods": [ "WCAG Audit", "Screen Reader Testing", "Keyboard Navigation Audit", "Color Contrast Check", "Inclusive Design Checklist", "Accessibility Requirements Handoff", "Cognitive Accessibility Framework" ], "phase": "design", "prerequisites": [ "UX.1.05" ], "pairs_with": [ "UX.1.04", "UX.1.05", "UX.1.06" ], "depth": "methods", "keywords": [ "accessibility", "WCAG", "ARIA", "screen reader", "keyboard navigation", "alt text", "contrast", "inclusive design", "assistive technology", "focus management", "semantic HTML", "POUR", "cognitive accessibility", "plain language", "engineering handoff", "older adults" ] }, { "id": "UX.1.09", "title": "Interaction Design: Micro-interactions & Motion", "file": "topics/interaction-design.html", "tier": 1, "discipline": "UX", "solves": [ "I need to design how a component responds to user input", "I want to add animation that serves a purpose, not just decoration", "I need to handle loading, error, and empty states properly", "I want to make my interface feel responsive and alive", "I need to support users who are sensitive to motion", "I want to design a signature micro-interaction for my product", "I need to design a notification system that doesn't overwhelm users" ], "methods": [ "Micro-interaction Design", "State Transition Mapping", "Animation Audit", "Motion Choreography", "Notification Design Framework" ], "phase": "design", "prerequisites": [ "UX.1.05" ], "pairs_with": [ "UX.1.05", "UX.1.04", "UX.1.07" ], "depth": "methods", "keywords": [ "interaction design", "micro-interaction", "animation", "motion", "transition", "state", "feedback", "hover", "loading", "skeleton screen", "easing", "reduced motion", "prefers-reduced-motion" ] }, { "id": "UX.1.10", "title": "Prototyping & Wireframing", "file": "topics/prototyping.html", "tier": 1, "discipline": "UX", "solves": [ "I need to test a design concept before investing in development", "I want to choose the right prototype fidelity for my situation", "I need to validate a flow or navigation structure quickly", "I want to test a concept that depends on technology we haven't built", "I need to communicate a design idea to stakeholders convincingly", "I want to run usability testing but don't have a built product yet" ], "methods": [ "Paper Prototyping", "Wireframing", "Interactive Prototyping", "Wizard of Oz", "Prototype Usability Testing" ], "phase": "design", "prerequisites": [ "UX.1.01" ], "pairs_with": [ "UX.1.03", "UX.1.04", "UX.2.03" ], "depth": "methods", "keywords": [ "prototype", "wireframe", "fidelity", "mockup", "paper prototype", "interactive prototype", "Wizard of Oz", "concierge", "click-through", "Figma", "testing", "MVP", "design sprint" ] }, { "id": "UX.2.01", "title": "Cognitive and Emotional Design", "file": "topics/cognitive-emotional-design.html", "tier": 2, "discipline": "UX", "solves": [ "I want to understand why users behave unexpectedly in my product", "I need to reduce cognitive load on a complex screen", "I want to design for positive emotional responses", "I need to apply cognitive biases ethically in my design", "I want to build user trust through design decisions", "I need to understand mental models to make my product feel intuitive", "I want to design appropriate trust in AI-powered features", "I need a framework for creating delight beyond surface polish", "I need to understand the difference between affect and emotion for design", "I want to audit my product for trust credibility and benevolence", "I need to measure trust through observation rather than surveys", "I want to know when gamification works and when it backfires" ], "methods": [ "Cognitive Load Audit", "Mental Model Mapping", "Emotional Journey Mapping", "Delight Framework", "Bias Checklist Review", "Trust as Design Quality for AI", "Affect-Cognition-Emotion Chain", "Mood Meter", "Priming", "Hierarchy of User Needs", "Surface vs Deep Delight", "Aesthetics of Joy", "Gamification Core Drives", "Disposition to Trust", "Experiential Commitment Levels", "Cognitive Ease for Credibility", "Meaningful Imagery for Trust", "Transparency and Kindness Signals", "Humor in Microcopy", "Prominence-Interpretation Theory", "Trust Observation Protocol", "Perspective-Getting", "Trust Audit Checklist" ], "phase": "design", "prerequisites": [ "UX.1.04" ], "pairs_with": [ "UX.1.04", "UX.2.02", "UX.2.12", "UX.3.05" ], "cross_discipline": [], "depth": "framework", "keywords": [ "cognitive load", "mental model", "bias", "anchoring", "framing", "emotional design", "visceral", "behavioral", "reflective", "System 1", "System 2", "trust", "peak-end", "choice overload", "affect", "emotion", "delight", "credibility", "benevolence", "priming", "commitment levels", "aesthetics of joy", "gamification", "prominence-interpretation", "cognitive ease", "perspective-getting" ], "sources": [ "nng" ] }, { "id": "UX.2.03", "title": "Conducting Usability Testing", "file": "topics/usability-testing.html", "tier": 2, "discipline": "UX", "solves": [ "I need to test my design with real users before launching", "I want to set up a usability testing practice for my team", "I need to choose between moderated and unmoderated testing", "I want to write effective test tasks that don't lead participants", "I need to analyze and report usability findings to stakeholders", "I want to measure usability quantitatively for benchmarking" ], "methods": [ "Moderated Usability Test", "Unmoderated Remote Test", "Think-Aloud Protocol", "Rainbow Spreadsheet Analysis", "Severity Rating" ], "phase": "validation", "prerequisites": [ "UX.1.04" ], "pairs_with": [ "UX.1.04", "UX.1.10", "UX.2.04" ], "depth": "methods", "keywords": [ "usability testing", "moderated", "unmoderated", "think-aloud", "task", "severity", "SUS", "rainbow spreadsheet", "5 users", "remote testing", "guerrilla", "highlight reel" ] }, { "id": "UX.2.02", "title": "Visual Perception and Psychology", "file": "topics/visual-perception.html", "tier": 2, "discipline": "UX", "solves": [ "I want to understand why my layout feels cluttered or confusing", "I need to make important elements stand out immediately", "I want to apply Gestalt principles to improve grouping and structure", "I need to choose the right visual hierarchy for a complex page", "I want to understand how users scan and process my interface" ], "methods": [ "Visual Hierarchy Audit", "Gestalt Analysis", "Squint Test", "5-Second Test" ], "phase": "design", "prerequisites": [ "UX.1.06" ], "pairs_with": [ "UX.1.06", "UX.2.01", "UX.1.07" ], "depth": "framework", "keywords": [ "visual perception", "Gestalt", "proximity", "similarity", "closure", "figure-ground", "pre-attentive", "hierarchy", "F-pattern", "Z-pattern", "scanning", "squint test", "color perception", "Fitts law" ] }, { "id": "UX.2.05", "title": "Data-Driven Design", "file": "topics/data-driven-design.html", "tier": 2, "discipline": "UX", "solves": [ "I need to choose the right metrics for my product", "I want to set up analytics properly from the start", "I need to design and run an A/B test", "I want to find where users drop off in my funnel", "I need to understand retention patterns across user cohorts", "I want to balance data with qualitative research", "I need standardized usability measurements like SUS or task success rate", "I want to track whether my research recommendations get implemented", "I need to understand practical vs. statistical significance in test results", "I want to establish a UX benchmarking practice to track improvements over time", "I need to calculate ROI for a UX redesign to justify investment", "I need to connect UX metrics to business KPIs for stakeholder presentations", "I want to know what magnitude of improvement to expect from a redesign", "I need to choose the right survey instrument for my benchmarking study", "I want to interpret analytics metrics correctly without misreading bounce rate or pageviews", "I need to use internal search data to improve navigation and content", "I want to validate my personas with real analytics data", "I need to understand user paths and what predicts conversion", "I want to present analytics findings persuasively using data storytelling", "I need to run multivariate tests or plan iterative A/B testing", "I want to use heatmaps to understand how users interact with page layouts" ], "methods": [ "A/B Test Design", "Multivariate Testing", "Iterative A/B Testing Plan", "Funnel Analysis", "Goal Architecture", "Page Value Analysis", "Event Taxonomy Design", "Event Metadata Model", "Heatmap Analysis", "Triangulation", "HEART Framework", "HEART Metric Source Mapping", "Metric Interpretation Framework", "Time-on-Page Inference", "Internal Search Log Analysis", "Cohort Analysis", "Analytics Segmentation", "Persona Validation via Analytics", "Path Analysis", "Recency-Frequency Analysis", "Quantitative Usability Methods", "Standardized Questionnaire Instruments", "Post-Task vs Post-Test Survey Design", "Practical vs. Statistical Significance", "RAS Recommendation-Adoption Score", "Eyetracking Evidence", "Benchmarking Philosophies", "KPI-to-Metric Mapping Process", "UX Benchmarking Process", "Four Comparison Types", "Goals Pyramid", "Benchmarking Method Comparison", "Data Storytelling Framework", "Data Visualization Principles", "UX ROI Calculation", "Predictive ROI", "ROI Reporting Template", "Correlation-Based ROI", "Improvement Score Formula" ], "phase": "validation", "prerequisites": [ "UX.1.02" ], "pairs_with": [ "UX.2.03", "UX.2.09", "UX.2.12", "PM.4.05", "UX.4.04", "PM.2.04", "UX.2.18", "CS.2.05" ], "cross_discipline": [ "PM.4.05", "UX.4.04", "CS.2.05" ], "depth": "methods", "keywords": [ "analytics", "A/B testing", "funnel", "metrics", "HEART", "cohort", "retention", "conversion", "data-driven", "experiment", "statistical significance", "event taxonomy", "benchmarking", "ROI", "return on investment", "KPI", "improvement score", "Goals Pyramid", "UX-Revenue Chain", "SUPR-Q", "UMUX-Lite", "NASA-TLX", "predictive ROI", "confounding variables", "summative evaluation", "triangulation", "heatmap", "bounce rate", "pageviews", "search log", "segmentation", "path analysis", "persona validation", "recency", "frequency", "North Star", "holistic lifecycle", "data storytelling", "multivariate testing", "goal architecture", "page value", "Twyman's Law" ] }, { "id": "UX.2.04", "title": "Heuristic Evaluation", "file": "topics/heuristic-evaluation.html", "tier": 2, "discipline": "UX", "solves": [ "I need to evaluate usability without recruiting users", "I want a structured framework for expert UI review", "I need to find and prioritize usability issues quickly", "I want to combine usability and accessibility audits", "I need to assess whether a new user can figure out my product" ], "methods": [ "Nielsen's Heuristic Evaluation", "Cognitive Walkthrough", "Accessibility Audit", "Pluralistic Walkthrough", "Severity Rating Scale" ], "phase": "validation", "prerequisites": [ "UX.1.04" ], "pairs_with": [ "UX.1.04", "UX.2.03", "UX.1.07" ], "depth": "methods", "keywords": [ "heuristic evaluation", "Nielsen", "10 heuristics", "cognitive walkthrough", "expert review", "severity", "usability inspection", "Shneiderman", "learnability", "error prevention" ] }, { "id": "UX.2.06", "title": "Service Design", "file": "topics/service-design.html", "tier": 2, "discipline": "UX", "solves": [ "I need to design an experience that spans multiple channels and touchpoints", "I want to map and improve the backstage operations that support the customer experience", "I need to find and fix the handoffs between channels where users get lost", "I want to prototype a service concept before implementing it", "I need to apply systems thinking to a complex experience problem", "I want to design omnichannel experiences that feel seamless across web, mobile, and in-person", "I need to incorporate AI actors into my service blueprint" ], "methods": [ "Service Blueprint", "Stakeholder Map", "Touchpoint Inventory", "Desktop Walkthrough", "Bodystorming", "Omnichannel Design Principles", "Journey Orchestration", "AI-Era Service Design" ], "phase": "discovery", "prerequisites": [ "UX.1.03" ], "pairs_with": [ "UX.1.03", "UX.1.01", "UX.1.02" ], "depth": "methods", "keywords": [ "service design", "service blueprint", "touchpoint", "frontstage", "backstage", "channel", "stakeholder", "systems thinking", "bodystorming", "line of visibility", "holistic" ] }, { "id": "UX.2.12", "title": "Behavioral Design & Persuasion", "file": "topics/behavioral-design.html", "tier": 2, "discipline": "UX", "solves": [ "I need to increase conversion without manipulating users", "I want to understand how defaults and framing affect user decisions", "I need to design for habit formation and long-term retention", "I want to audit my product for dark patterns", "I need an ethical framework for persuasive design decisions", "I want to apply behavioral science to improve user onboarding", "I need to apply Cialdini's principles of influence to my product", "I want to understand when scarcity tactics backfire", "I need a structured checklist for whether my nudge will work" ], "methods": [ "Choice Architecture", "Fogg Behavior Model", "Nudge Design", "EAST Framework", "Habit Loop Design", "Variable Reward Patterns", "Social Proof", "Fresh Start Effect", "Reciprocation", "Commitment and Consistency", "Liking", "Authority", "Dark Pattern Taxonomy", "Ethics Decision Framework" ], "phase": "design", "prerequisites": [ "UX.2.01" ], "pairs_with": [ "UX.2.01", "UX.2.05", "UX.1.04", "UX.1.01" ], "depth": "methods", "keywords": [ "behavioral design", "persuasion", "nudge", "choice architecture", "defaults", "dark patterns", "habit loop", "Fogg model", "social proof", "scarcity", "ethics", "manipulation", "engagement", "variable reward", "Cialdini", "reciprocation", "consistency", "liking", "authority", "EAST", "sludge", "fresh start", "scarcity backlash", "decision architecture" ], "sources": [ "nng" ] }, { "id": "UX.2.11", "title": "Design Systems", "file": "topics/design-systems.html", "tier": 2, "discipline": "UX", "solves": [ "I need to establish a design system for my team", "I want to create and organize design tokens", "I need to document components so developers implement them correctly", "I want to improve consistency across our product", "I need a governance model for our design system", "I want to measure whether our design system is driving value", "I need to bridge design tokens from Figma to production code automatically" ], "methods": [ "Token Architecture", "Token Naming Convention", "Component Inventory", "Component API Design", "Component Documentation Template", "Atomic Design", "Governance Models", "Contribution Process", "Adoption Tracking", "Design-to-Code Token Pipeline" ], "phase": "delivery", "prerequisites": [ "UX.1.06", "UX.1.05" ], "pairs_with": [ "UX.1.06", "UX.1.05", "UX.1.07", "UX.1.09" ], "cross_discipline": [ "CS.2.07" ], "depth": "methods", "keywords": [ "design system", "component library", "design tokens", "atomic design", "governance", "versioning", "documentation", "adoption", "Figma", "Polaris", "Carbon", "style guide" ] }, { "id": "UX.2.07", "title": "Mobile & Responsive Design", "file": "topics/mobile-responsive.html", "tier": 2, "discipline": "UX", "solves": [ "I need to design a mobile-first experience from scratch", "I want to make my desktop site work well on phones", "I need tap target and touch interaction guidelines", "I want to choose the right mobile navigation pattern", "I need to optimize mobile form completion rates", "I need to handle offline and slow connection states" ], "methods": [ "Tap Target Guidelines", "Thumb-Zone Analysis", "Gesture Vocabulary", "Breakpoint Strategy", "Layout Patterns", "Bottom Tab Bar", "Mobile Form Optimization", "Mobile Performance Budget", "Cross-Platform Pattern Comparison", "Offline-First Design" ], "phase": "design", "prerequisites": [ "UX.1.05" ], "pairs_with": [ "UX.1.05", "UX.1.07", "UX.1.09", "UX.1.06" ], "depth": "methods", "keywords": [ "mobile", "responsive", "touch", "thumb zone", "breakpoint", "gesture", "tap target", "bottom navigation", "hamburger", "offline", "PWA", "iOS", "Android", "cross-platform", "mobile-first" ] }, { "id": "UX.2.08", "title": "Object-Oriented UI Design", "file": "topics/object-oriented-ui.html", "tier": 2, "discipline": "UX", "solves": [ "I need to structure a complex app with many entity types", "I want to make my navigation match how users think about their domain", "I need to untangle a confusing product that mixes objects and tasks", "I want a systematic process for defining my product's conceptual model", "I need to align design and engineering around a shared object model" ], "methods": [ "Noun Foraging", "Object Map", "ORCA Process", "Container-First Design", "Object Hierarchy Design" ], "phase": "design", "prerequisites": [ "UX.1.08" ], "pairs_with": [ "UX.1.08", "UX.1.05", "UX.2.09" ], "depth": "methods", "keywords": [ "OOUX", "object-oriented", "noun foraging", "object map", "ORCA", "mental model", "container", "hierarchy", "collection view", "detail view", "Sophia Prater" ] }, { "id": "UX.2.10", "title": "UX Writing & Content Design", "file": "topics/ux-writing.html", "tier": 2, "discipline": "UX", "solves": [ "I need to write clear button labels and form copy", "I want to create error messages that actually help users", "I need to establish a voice and tone for my product", "I want to design effective empty states and onboarding copy", "I need to make my interface text accessible and translation-ready", "I want to build a content style guide for my team", "I need to set quality standards for AI-generated interface copy" ], "methods": [ "Voice & Tone Framework", "Button Labels", "Form Labels and Help Text", "Error Message Framework", "Empty State Design", "Content-First Wireframing", "Accessible Content Checklist", "Localization-Ready Copy", "AI-Generated Content Standards" ], "phase": "design", "prerequisites": [ "UX.1.04" ], "pairs_with": [ "UX.1.04", "UX.1.07", "UX.2.01", "UX.1.09" ], "cross_discipline": [ "CS.1.04", "CS.2.07" ], "depth": "methods", "keywords": [ "UX writing", "content design", "microcopy", "error messages", "empty states", "voice", "tone", "button labels", "onboarding copy", "accessibility", "localization", "content style guide" ] }, { "id": "UX.3.04", "title": "Agile, Lean & Sprint Methods", "file": "topics/agile-lean-sprint.html", "tier": 3, "discipline": "UX", "solves": [ "I need to integrate design into my team's agile sprints", "I want to validate design assumptions quickly with Lean UX", "I need to run a Design Sprint for a big product decision", "I want to choose the right process framework for my situation", "I need to balance design quality with development velocity" ], "methods": [ "Dual-Track Agile", "Lean UX Hypothesis", "Minimum Viable Experiment", "Build-Measure-Learn Loop", "Five-Day Design Sprint", "Process Selection Framework" ], "phase": "ongoing", "prerequisites": [ "UX.1.01" ], "pairs_with": [ "UX.1.01", "UX.1.10", "UX.2.03", "UX.2.05" ], "depth": "methods", "keywords": [ "agile", "lean UX", "design sprint", "dual-track", "hypothesis", "MVP", "sprint", "scrum", "kanban", "build-measure-learn", "GV sprint", "process" ] }, { "id": "UX.3.01", "title": "AI for Designers", "file": "topics/ai-for-designers.html", "tier": 3, "discipline": "UX", "solves": [ "I need to design an interface for an AI-powered feature", "I want to help users trust AI outputs appropriately", "I need to handle AI errors gracefully in my product", "I want to understand how AI can accelerate my design workflow", "I need to evaluate the ethical implications of an AI feature", "I want to design adaptive frameworks for AI-generated content instead of fixed screens", "I need to build my team's AI literacy for design work", "I want to design a product that works for both human users and AI agents" ], "methods": [ "AI Interaction Patterns", "Outcome-Oriented Design", "AI Trust Patterns", "AI Literacy Framework", "Dual-Audience Design Framework", "Explainability Patterns", "Graceful AI Failure", "AI Ethics Checklist", "Prompt UX Design" ], "phase": "design", "prerequisites": [ "UX.1.04", "UX.2.01" ], "pairs_with": [ "UX.2.01", "UX.1.09", "UX.2.12", "UX.3.09" ], "cross_discipline": [ "PM.3.01", "MK.3.01", "CS.2.02" ], "depth": "methods", "keywords": [ "AI", "artificial intelligence", "machine learning", "trust", "explainability", "bias", "prompt design", "chatbot", "recommendation", "automation", "ethics", "outcome-oriented", "adaptive", "dual-audience", "agent", "AI literacy" ] }, { "id": "UX.2.19", "title": "Ideation & Creativity Methods", "file": "topics/creativity-methods.html", "tier": 2, "discipline": "UX", "solves": [ "My team is stuck and needs structured ideation techniques", "I want to generate more diverse design solutions", "I need to facilitate an ideation session", "I want alternatives to traditional brainstorming", "I need to break out of conventional thinking patterns", "I need warm-up activities for a design workshop", "I need to choose the right ideation technique for my situation", "I need to manage group dynamics during ideation", "I need a structured process for selecting ideas after brainstorming", "I want to run ideation remotely or asynchronously" ], "methods": [ "Five Rules of Ideation", "Telephone", "Opposite Day", "Mission Impossible", "Toddler (Five Whys for Ideation)", "Paper Airplane", "Drucker's Eight Sources of Innovation", "Remember the Future", "Abstraction", "Laddering", "Modeling", "Bodystorming", "Deprivation & Simulation Studies", "Ask an Outsider", "Design Idea Cards", "Trend Projection", "Systematic Prediction", "Design to the Persona", "Edge Cases", "Brainwriting 6-3-5", "SCAMPER", "Crazy Eights / 6-Up-1-Up", "Worst Possible Idea", "Analogous Inspiration", "Constraint-Based Design", "Design Charrettes", "Parallel Design", "Design Studio", "Lightning Design Jam (LDJ)", "Idea Selection Process (Five Steps)", "Forced Ranking" ], "phase": "discovery", "prerequisites": [ "UX.1.01" ], "pairs_with": [ "UX.1.01", "UX.1.10", "UX.1.02", "UX.2.17", "UX.2.18", "PM.4.05" ], "cross_discipline": [ "PM.4.05" ], "depth": "methods", "keywords": [ "ideation", "creativity", "brainstorming", "brainwriting", "SCAMPER", "Crazy Eights", "design studio", "lateral thinking", "divergent", "convergent", "constraint", "warm-up", "opposite day", "abstraction", "laddering", "bodystorming", "parallel design", "charrette", "LDJ", "design sprint", "group dynamics", "groupthink", "idea selection", "forced ranking", "dot voting", "remote ideation", "personas", "edge cases", "trend projection" ] }, { "id": "UX.3.07", "title": "Dynamic User Experience", "file": "topics/dynamic-ux.html", "tier": 3, "discipline": "UX", "solves": [ "I need to design an interface that adapts to user context", "I want to implement personalization without being creepy", "I need to serve different experiences to different user segments", "I want to adapt my UI complexity to user expertise level", "I need to balance personalization with privacy" ], "methods": [ "Context Matrix", "Personalization Strategy", "Adaptive Progressive Disclosure", "Content Personalization", "Creepiness Check" ], "phase": "design", "prerequisites": [ "UX.2.05" ], "pairs_with": [ "UX.2.05", "UX.2.12", "UX.2.07", "UX.3.01" ], "depth": "methods", "keywords": [ "dynamic UX", "personalization", "adaptive", "context-aware", "responsive content", "filter bubble", "recommendation", "privacy", "GDPR", "progressive disclosure" ] }, { "id": "UX.3.05", "title": "Gamification", "file": "topics/gamification.html", "tier": 3, "discipline": "UX", "solves": [ "I want to increase user engagement through game mechanics", "I need to design a progression or leveling system", "I want to know which gamification mechanics fit my users", "I need to audit my gamification for ethical issues", "I want to understand why my gamification isn't working" ], "methods": [ "Game Mechanics Vocabulary", "Player Motivation Analysis", "Progression System Design", "Social Gamification Patterns", "Gamification Failure Patterns" ], "phase": "design", "prerequisites": [ "UX.2.12" ], "pairs_with": [ "UX.2.12", "UX.2.01", "UX.1.09", "UX.2.05" ], "depth": "methods", "keywords": [ "gamification", "game mechanics", "points", "badges", "leaderboard", "progression", "streaks", "XP", "levels", "motivation", "player types", "Bartle", "engagement" ] }, { "id": "UX.3.06", "title": "Product Adoption", "file": "topics/product-adoption.html", "tier": 3, "discipline": "UX", "solves": [ "I need to design an onboarding flow for a new product", "I want to find and optimize my product's activation metric", "I need to improve Day 1 and Day 7 retention", "I want to bring back lapsed users with re-engagement design", "I need to reduce churn through proactive design interventions" ], "methods": [ "Onboarding Flow Design", "Activation Metric Definition", "Time-to-Value Optimization", "Retention Curve Analysis", "Re-engagement Patterns", "Churn Prevention Framework" ], "phase": "delivery", "prerequisites": [ "UX.2.12", "UX.2.05" ], "pairs_with": [ "UX.2.12", "UX.2.05", "UX.2.10", "UX.1.04" ], "depth": "methods", "keywords": [ "product adoption", "onboarding", "activation", "retention", "churn", "aha moment", "time-to-value", "habit", "re-engagement", "AARRR", "pirate metrics" ] }, { "id": "UX.4.06", "title": "Affordances and Physical Intuition", "file": "topics/affordances.html", "tier": 4, "discipline": "UX", "solves": [ "I want to understand why some interfaces feel intuitive and others don't", "I need to evaluate my design for discoverability problems", "I want to choose the right level of visual affordance for my UI style", "I need to design controls with natural, intuitive mappings", "I want to understand the theory behind signifiers and affordances" ], "methods": [ "Affordance Spectrum Analysis", "Natural Mapping Design", "Constraint Analysis", "Affordance Audit" ], "phase": "ongoing", "prerequisites": [], "pairs_with": [ "UX.4.01", "UX.1.04", "UX.1.06", "UX.4.02" ], "depth": "reference", "keywords": [ "affordance", "signifier", "Gibson", "Norman", "physical intuition", "skeuomorphism", "flat design", "mapping", "constraint", "discoverability", "false floor", "false affordance", "ecological psychology" ] }, { "id": "UX.4.01", "title": "Design Philosophy: Don Norman's Vision", "file": "topics/don-norman.html", "tier": 4, "discipline": "UX", "solves": [ "I want to understand the intellectual foundation of UX design", "I need to apply Norman's affordance and signifier concepts", "I want to think about design at a systems level", "I need to evaluate designs for emotional impact beyond usability" ], "methods": [ "Norman's Core Design Principles", "Three Levels of Emotional Design", "Systems Thinking for Designers", "Norman's Design Principles Checklist" ], "phase": "ongoing", "prerequisites": [], "pairs_with": [ "UX.1.04", "UX.2.01", "UX.4.06", "UX.2.06" ], "depth": "framework", "keywords": [ "Don Norman", "affordances", "signifiers", "conceptual model", "emotional design", "visceral", "behavioral", "reflective", "human error", "systems thinking", "sustainability", "design philosophy" ] }, { "id": "UX.4.02", "title": "Immersive & Voice Interfaces", "file": "topics/immersive-voice.html", "tier": 4, "discipline": "UX", "solves": [ "I need to design an AR overlay or spatial computing experience", "I want to design a voice-controlled feature or product", "I need to handle dialogue flows and error recovery in conversational UI", "I want to combine voice and visual modalities effectively", "I need to ensure VR comfort and prevent motion sickness" ], "methods": [ "Spatial Interaction Design", "VR Comfort and Presence", "Voice Intent Design", "Conversational Design Patterns", "Multi-Modal Design" ], "phase": "design", "prerequisites": [ "UX.1.09" ], "pairs_with": [ "UX.1.09", "UX.1.07", "UX.3.01", "UX.4.06" ], "depth": "methods", "keywords": [ "AR", "VR", "voice", "spatial", "conversational", "immersive", "intent", "utterance", "multi-modal", "Alexa", "Vision Pro", "motion sickness", "dialogue" ] }, { "id": "UX.4.05", "title": "Build a Standout Portfolio", "file": "topics/portfolio.html", "tier": 4, "discipline": "UX", "solves": [ "I need to build a UX portfolio from scratch", "I want to write compelling case studies", "I need to present work that's under NDA", "I want to tailor my portfolio for a specific role type", "I need to show impact when I don't have quantitative data" ], "methods": [ "Portfolio Architecture", "Case Study Framework (STAR)", "Impact Statement Writing", "Role-Specific Portfolio Focus", "NDA Work Presentation" ], "phase": "ongoing", "prerequisites": [], "pairs_with": [ "UX.4.04", "UX.1.06", "UX.1.02", "UX.1.01" ], "depth": "methods", "keywords": [ "portfolio", "case study", "hiring", "STAR", "impact", "process", "NDA", "career", "job", "interview" ] }, { "id": "UX.4.04", "title": "Presentation and Communication", "file": "topics/presentation-communication.html", "tier": 4, "discipline": "UX", "solves": [ "I need to present design work to stakeholders", "I want to handle pushback on my design recommendations", "I need to communicate research findings persuasively", "I want to tailor presentations to different audiences", "I need to document design decisions for my team", "I want to present data and metrics as a compelling narrative", "I need to run a UX postmortem after a design ships" ], "methods": [ "Presentation Structure Template", "Audience Mapping", "Research Storytelling", "Highlight Reel", "Pushback Response Framework", "Design Doc Template", "Data Storytelling for Design", "UX Postmortem" ], "phase": "ongoing", "prerequisites": [], "pairs_with": [ "UX.4.03", "UX.1.02", "UX.2.05", "UX.1.01" ], "depth": "methods", "keywords": [ "presentation", "communication", "stakeholders", "storytelling", "pushback", "highlight reel", "design doc", "persuasion", "audience" ] }, { "id": "UX.4.03", "title": "UX Management", "file": "topics/ux-management.html", "tier": 4, "discipline": "UX", "solves": [ "I need to build UX maturity in my organization", "I want to manage stakeholders and demonstrate design ROI", "I need to run effective design critiques", "I want to hire and grow a design team", "I need to justify investment in design to leadership", "I want to establish DesignOps or ResearchOps practices for my team", "I need to restructure design ownership around customer journeys" ], "methods": [ "UX Maturity Assessment", "Stakeholder Mapping", "Design Critique Framework", "Design ROI Calculation", "DesignOps Practice", "ResearchOps Practice", "UX Maturity Model", "Journey-Centric Organizational Design" ], "phase": "ongoing", "prerequisites": [], "pairs_with": [ "UX.1.01", "UX.2.05", "UX.2.11", "UX.4.04" ], "depth": "framework", "keywords": [ "UX management", "design leadership", "stakeholders", "ROI", "design critique", "hiring", "UX maturity", "design culture", "DesignOps" ] }, { "id": "PM.2.04", "title": "B2B Product Management", "file": "topics/b2b-pm.html", "tier": 2, "discipline": "PM", "solves": [ "I need to navigate a product decision where the buyer isn't the user", "I want to build for enterprise without over-customizing for one customer", "I need to handle feature requests from strategic accounts", "I want to design for admin/manager/user role hierarchies", "I need to support procurement and security reviews" ], "methods": [ "Buyer vs. User Persona Separation", "Enterprise Feature Request Triage", "Customer Advisory Board", "Multi-Persona Journey Map", "Account-Level Health Scoring" ], "phase": "ongoing", "prerequisites": [ "PM.1.01", "PM.1.06" ], "pairs_with": [ "PM.2.02", "PM.2.09" ], "cross_discipline": [ "MK.3.06" ], "depth": "methods", "keywords": [ "B2B", "enterprise", "buyer", "user", "procurement", "SSO", "RBAC", "strategic account", "advisory board", "health score", "multi-persona", "compliance", "upmarket" ] }, { "id": "PM.2.01", "title": "Experimentation & A/B Testing", "file": "topics/experimentation.html", "tier": 2, "discipline": "PM", "solves": [ "I need to design an A/B test that produces a trustworthy result", "I want to build an experimentation program from scratch", "I need to interpret ambiguous or conflicting test results", "I want to know when NOT to A/B test", "I need to calculate sample size and test duration" ], "methods": [ "Hypothesis Template", "Sample Size Calculator", "Guardrail Metrics", "Sequential Testing", "Multi-Armed Bandit", "Experiment Post-Mortem", "Experimentation Maturity Model" ], "phase": "validation", "prerequisites": [ "PM.1.05" ], "pairs_with": [ "PM.2.10", "PM.1.02" ], "cross_discipline": [ "UX.2.05" ], "depth": "methods", "keywords": [ "experimentation", "A/B testing", "hypothesis", "statistical significance", "sample size", "guardrail", "sequential", "bandit", "p-value", "confidence interval", "peeking", "post-mortem", "maturity" ] }, { "id": "PM.2.03", "title": "Growth & Product-Led Growth (PLG)", "file": "topics/growth-plg.html", "tier": 2, "discipline": "PM", "solves": [ "I need to design a self-serve onboarding flow that converts free users to paid", "I want to identify and optimize my product's growth loops", "I need to reduce time-to-value for new signups", "I want to build viral or referral mechanics into the product", "I need to choose between sales-led and product-led growth" ], "methods": [ "Growth Loop Mapping", "Activation Metric Definition", "Time-to-Value Audit", "Viral Coefficient Calculation", "PLG Scorecard", "Self-Serve Funnel Design", "Expansion Revenue Triggers" ], "phase": "iteration", "prerequisites": [ "PM.1.05" ], "pairs_with": [ "PM.2.02", "PM.2.09" ], "cross_discipline": [ "UX.3.06", "MK.1.05" ], "depth": "methods", "keywords": [ "growth", "PLG", "product-led growth", "viral", "activation", "time-to-value", "growth loops", "self-serve", "freemium", "expansion revenue", "NRR", "onboarding", "conversion" ] }, { "id": "PM.2.02", "title": "Pricing & Monetization Strategy", "file": "topics/pricing.html", "tier": 2, "discipline": "PM", "solves": [ "I need to set pricing for a new product or feature", "I want to restructure our pricing tiers", "I need willingness-to-pay research", "I want to evaluate subscription vs. usage-based pricing", "I need to price an add-on or premium feature", "I want to structure B2B pricing with volume discounts and contract terms" ], "methods": [ "Van Westendorp Price Sensitivity Meter", "Pricing Tier Architecture", "Freemium Conversion Modeling", "Usage-Based Pricing Framework", "Price Sensitivity Testing", "B2B Pricing Mechanics" ], "phase": "definition", "prerequisites": [ "PM.1.01" ], "pairs_with": [ "PM.2.03", "PM.1.08" ], "cross_discipline": [ "MK.2.06" ], "depth": "methods", "keywords": [ "pricing", "monetization", "freemium", "usage-based", "subscription", "Van Westendorp", "tier", "packaging", "value metric", "willingness-to-pay", "conversion", "ARPU", "fair billing" ] }, { "id": "PM.1.10", "title": "Agile Product Management", "file": "topics/agile-pm.html", "tier": 1, "discipline": "PM", "solves": [ "I need to integrate product work into engineering sprints without becoming a ticket factory", "I want to run dual-track agile (discovery + delivery in parallel)", "I need to manage a backlog that's grown unmanageable", "I want to improve sprint planning so we stop over-committing", "I need to handle interrupts and urgent requests without derailing the sprint" ], "methods": [ "Dual-Track Agile", "Backlog Grooming Ritual", "Sprint Planning Facilitation", "Interrupt Buffer", "Tech Debt Allocation" ], "phase": "ongoing", "prerequisites": [ "PM.1.04", "PM.1.05" ], "pairs_with": [ "PM.1.03", "PM.2.11" ], "cross_discipline": [ "UX.3.04" ], "depth": "methods", "keywords": [ "agile", "scrum", "sprint", "backlog", "dual-track", "grooming", "refinement", "planning", "interrupt buffer", "tech debt", "velocity", "retro", "kanban", "Shape Up" ] }, { "id": "PM.3.01", "title": "AI Product Management", "file": "topics/ai-pm.html", "tier": 3, "discipline": "PM", "solves": [ "I need to evaluate whether AI is the right solution", "I want quality thresholds for an AI-powered feature", "I need human-in-the-loop workflows for when AI gets it wrong", "I want to build user trust in AI outputs", "I need to manage AI uncertainty during roadmap planning" ], "methods": [ "AI Suitability Assessment", "Evaluation Framework Design", "Prompt Engineering as Product Spec", "AI Failure Mode Analysis", "Human-in-the-Loop Workflow", "Model Performance Monitoring", "Responsible AI Checklist", "Trust as Product Quality", "AI Agent Product Considerations" ], "phase": "design", "prerequisites": [ "PM.1.05", "PM.2.01" ], "pairs_with": [ "UX.3.01", "PM.2.08" ], "cross_discipline": [ "UX.3.01", "MK.3.01" ], "depth": "methods", "keywords": [ "AI", "ML", "LLM", "machine learning", "evaluation", "prompt", "human-in-the-loop", "HITL", "model", "responsible AI", "hallucination" ] }, { "id": "MK.1.02", "title": "Brand Strategy & Identity", "file": "topics/brand-strategy.html", "tier": 1, "discipline": "MK", "solves": [ "I need to define a brand from scratch for a new company or product", "I want to evolve an existing brand without losing recognition", "I need brand guidelines that people actually follow", "I want to audit whether our brand is consistent across touchpoints", "I need to name a new product, feature, or company" ], "methods": [ "Brand Strategy Canvas", "Brand Archetype Selection", "Voice & Tone Framework", "Brand Architecture", "Brand Naming Process", "Brand Audit" ], "phase": "discovery", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.1.01", "MK.4.02", "MK.1.03" ], "cross_discipline": [ "UX.2.10" ], "depth": "framework", "keywords": [ "brand", "branding", "brand strategy", "identity", "voice", "tone", "visual identity", "brand architecture", "naming", "archetype", "brand equity", "brand guidelines", "logo", "brand audit" ] }, { "id": "PM.1.08", "title": "Competitive Analysis & Market Positioning", "file": "topics/competitive-analysis.html", "tier": 1, "discipline": "PM", "solves": [ "I need to analyze a new competitor that just launched", "I want to find whitespace in a crowded market", "I need to respond to a competitor's feature that customers are asking about", "I want to build an ongoing competitive intelligence practice", "I need to position my product against alternatives" ], "methods": [ "Competitive Feature Matrix", "Market Map (2x2 Positioning)", "Win/Loss Analysis", "Competitive Teardown", "Competitive Response Playbook", "Positioning Statement (April Dunford)" ], "phase": "discovery", "prerequisites": [ "PM.1.01" ], "pairs_with": [ "PM.1.09", "PM.1.02" ], "cross_discipline": [ "MK.1.01" ], "depth": "methods", "keywords": [ "competitive analysis", "positioning", "market map", "win loss", "teardown", "differentiation", "April Dunford", "feature matrix", "whitespace", "competitive response", "alternatives" ] }, { "id": "MK.1.03", "title": "Content Marketing & Strategy", "file": "topics/content-marketing.html", "tier": 1, "discipline": "MK", "solves": [ "I need a content strategy that attracts the right audience", "I want to build an editorial calendar my team can sustain", "I need to choose between blog, video, podcast, newsletter, or all of the above", "I want to measure content ROI beyond pageviews", "I need to repurpose one piece of content across multiple channels" ], "methods": [ "Content Strategy Framework", "Content Pillar Model", "Editorial Calendar", "Content-Market Fit Assessment", "Content Repurposing Workflow" ], "phase": "delivery", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.2.01", "MK.1.06", "MK.4.02" ], "cross_discipline": [], "depth": "methods", "keywords": [ "content marketing", "content strategy", "editorial calendar", "content pillar", "blog", "SEO content", "thought leadership", "content distribution", "content measurement", "repurposing" ] }, { "id": "PM.2.11", "title": "Cross-Functional Collaboration", "file": "topics/cross-functional-collaboration.html", "tier": 2, "discipline": "PM", "solves": [ "I need to improve the PM-design-engineering working relationship", "I want to set up a product trio with shared ownership", "I need to resolve a design-engineering disagreement on approach", "I want to include data science as a true partner", "I need efficient cross-functional meetings" ], "methods": [ "Product Trio Operating Model", "Shared Decision Framework", "Design-Engineering Handoff Checklist", "Healthy Conflict Norms", "Cross-Functional Ritual Design", "Product Trio Partnership Methods", "Cross-Functional Facilitation Techniques" ], "phase": "delivery", "prerequisites": [ "PM.1.06" ], "pairs_with": [ "PM.1.10", "PM.2.07", "PM.1.04" ], "depth": "methods", "keywords": [ "cross-functional", "collaboration", "product trio", "design engineering", "handoff", "conflict", "RACI", "ritual", "alignment" ] }, { "id": "MK.1.07", "title": "Customer & Market Segmentation", "file": "topics/customer-segmentation.html", "tier": 1, "discipline": "MK", "solves": [ "I need to define our ideal customer profile (ICP)", "I want to segment our market to focus marketing spend", "I need to build marketing personas (different from UX personas)", "I want to identify the highest-value customer segments", "I need to tailor messaging for different segments" ], "methods": [ "Segmentation Framework", "ICP Definition", "Marketing Persona", "Segment Prioritization Matrix", "TAM by Segment Analysis" ], "phase": "discovery", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.1.01", "MK.1.05", "MK.1.06" ], "cross_discipline": [ "UX.1.02", "PM.1.09" ], "depth": "framework", "keywords": [ "segmentation", "ICP", "ideal customer profile", "persona", "targeting", "market segment", "TAM", "SAM", "SOM", "firmographic", "behavioral", "psychographic", "JTBD" ] }, { "id": "PM.3.03", "title": "Enterprise & Regulated Product Management", "file": "topics/enterprise-regulated-pm.html", "tier": 3, "discipline": "PM", "solves": [ "I need a product that meets SOC 2 or HIPAA requirements", "I want to navigate GDPR without killing the UX", "I need to manage a FedRAMP authorization", "I want security and compliance in the roadmap not as an afterthought", "I need to sell to regulated industries" ], "methods": [ "Compliance Requirements Matrix", "Privacy-by-Design Framework", "Security Review Checklist", "Audit Trail Design", "Regulatory Change Impact Assessment" ], "phase": "delivery", "prerequisites": [ "PM.2.04" ], "pairs_with": [ "PM.2.08", "PM.1.04", "UX.1.07" ], "depth": "methods", "keywords": [ "enterprise", "regulated", "compliance", "SOC 2", "HIPAA", "GDPR", "FedRAMP", "security", "audit", "privacy", "procurement" ] }, { "id": "PM.2.10", "title": "Feature Flags, Rollouts & Release Management", "file": "topics/feature-flags-rollouts.html", "tier": 2, "discipline": "PM", "solves": [ "I need to roll out a risky feature gradually", "I want feature flags for targeting user segments", "I need a kill switch for quick revert", "I want to decouple deployments from releases", "I need to manage a complex multi-region rollout" ], "methods": [ "Feature Flag Strategy Matrix", "Percentage Rollout Plan", "Canary Release Protocol", "Dark Launch Pattern", "Kill Switch Checklist", "Beta Program Design" ], "phase": "delivery", "prerequisites": [ "PM.1.07" ], "pairs_with": [ "PM.2.01", "PM.2.08", "PM.1.10" ], "depth": "methods", "keywords": [ "feature flag", "rollout", "release", "canary", "dark launch", "kill switch", "beta", "percentage", "deploy", "toggle" ] }, { "id": "PM.4.02", "title": "Product Frameworks Encyclopedia", "file": "topics/frameworks-encyclopedia.html", "tier": 4, "discipline": "PM", "solves": [ "I need a quick reference for a specific framework", "I want to compare frameworks for my situation", "I need to explain a framework to my team", "I want to understand limitations of popular frameworks", "I need to customize a framework for my context" ], "methods": [ "RICE", "ICE", "MoSCoW", "Kano Model", "Opportunity Scoring", "Cost of Delay", "AARRR", "HEART", "North Star Metric", "JTBD", "Value Proposition Canvas", "Lean Canvas" ], "phase": "discovery", "prerequisites": [], "pairs_with": [ "PM.1.03", "PM.1.05", "PM.1.02" ], "depth": "reference", "keywords": [ "framework", "RICE", "ICE", "MoSCoW", "Kano", "JTBD", "AARRR", "HEART", "North Star", "Lean Canvas", "prioritization", "metrics" ] }, { "id": "PM.1.07", "title": "Go-to-Market & Product Launches", "file": "topics/go-to-market.html", "tier": 1, "discipline": "PM", "solves": [ "I need a launch checklist so nothing falls through the cracks", "I want to decide between a big-bang launch and a phased rollout", "I need to coordinate launch activities across engineering, marketing, sales, and support", "I want to write internal and external launch communications", "I need to run a post-launch retrospective" ], "methods": [ "Launch Tier Framework (P0/P1/P2/P3)", "Go/No-Go Checklist", "Phased Rollout Plan", "Internal Launch Brief", "Launch Retrospective", "Rollback Plan" ], "phase": "iteration", "prerequisites": [ "PM.1.01", "PM.1.04", "PM.1.05", "PM.1.06" ], "pairs_with": [ "PM.2.10", "PM.1.08" ], "cross_discipline": [ "MK.1.04" ], "depth": "methods", "keywords": [ "go-to-market", "GTM", "launch", "rollout", "phased", "go no-go", "launch tier", "P0", "P1", "retrospective", "rollback", "feature flag", "internal brief", "war room" ] }, { "id": "MK.1.05", "title": "Growth Channels & Acquisition", "file": "topics/growth-channels.html", "tier": 1, "discipline": "MK", "solves": [ "I need to identify which acquisition channels will work for my product", "I want to evaluate channel-market fit before investing heavily", "I need to build a balanced acquisition mix", "I want to compare paid, organic, and product-led acquisition", "I need to reduce customer acquisition cost (CAC)" ], "methods": [ "Bullseye Framework", "Channel Scoring Matrix", "Paid vs Organic Mix Model", "CAC Calculation & Benchmarks", "Acquisition Funnel Mapping" ], "phase": "delivery", "prerequisites": [ "MK.1.07" ], "pairs_with": [ "MK.1.06", "MK.1.07", "MK.2.01" ], "cross_discipline": [ "PM.2.03" ], "depth": "methods", "keywords": [ "channels", "acquisition", "CAC", "growth", "paid", "organic", "SEO", "SEM", "social ads", "channel-market fit", "Bullseye", "funnel", "LTV" ] }, { "id": "PM.3.07", "title": "Hardware-Software & IoT PM", "file": "topics/hardware-software-iot.html", "tier": 3, "discipline": "PM", "solves": [ "I need to manage a product with hardware and software components", "I want to plan firmware update rollouts for field devices", "I need to coordinate hardware manufacturing and software development timelines", "I want connected device experiences that handle offline gracefully", "I need to manage hardware SKUs alongside software features" ], "methods": [ "Hardware-Software Timeline Alignment", "Firmware Rollout Strategy", "Supply Chain PM Checklist", "Connected Device State Machine", "OTA Update Strategy" ], "phase": "design", "prerequisites": [ "PM.2.08" ], "pairs_with": [ "PM.2.10", "PM.3.06", "PM.1.04" ], "depth": "methods", "keywords": [ "hardware", "software", "IoT", "firmware", "OTA", "connected device", "supply chain", "manufacturing", "BOM", "embedded" ] }, { "id": "PM.3.05", "title": "Internationalization & Localization", "file": "topics/i18n-localization.html", "tier": 3, "discipline": "PM", "solves": [ "I need to decide which international markets to enter first", "I want to plan localization for a product expansion", "I need to support multiple languages and RTL scripts", "I want to adapt for cultural differences without separate products", "I need multi-currency pricing and local payment methods" ], "methods": [ "Market Selection Matrix", "i18n Readiness Audit", "Localization Priority Framework", "Cultural Adaptation Checklist", "Multi-Currency Architecture" ], "phase": "design", "prerequisites": [ "PM.1.01" ], "pairs_with": [ "PM.1.07", "PM.3.03" ], "cross_discipline": [ "MK.3.04" ], "depth": "methods", "keywords": [ "internationalization", "localization", "i18n", "l10n", "translation", "currency", "RTL", "market selection", "cultural adaptation", "global" ] }, { "id": "MK.1.04", "title": "Launch Marketing & Campaigns", "file": "topics/launch-marketing.html", "tier": 1, "discipline": "MK", "solves": [ "I need a marketing campaign for a product launch", "I want to coordinate external launch activities", "I need to decide how much marketing effort a launch deserves", "I want to create launch assets (landing pages, emails, social posts)", "I need post-launch campaign measurement" ], "methods": [ "Launch Tier Framework", "Campaign Brief", "Launch Asset Checklist", "Press & Influencer Outreach", "Post-Launch Analysis" ], "phase": "delivery", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "PM.1.07", "MK.1.05", "MK.1.06" ], "cross_discipline": [ "PM.1.07" ], "depth": "methods", "keywords": [ "launch", "campaign", "press", "PR", "influencer", "launch tier", "campaign brief", "assets", "demand generation", "announcement", "launch day", "go-to-market" ] }, { "id": "MK.1.06", "title": "Marketing Analytics & Attribution", "file": "topics/marketing-analytics.html", "tier": 1, "discipline": "MK", "solves": [ "I need to set up marketing analytics and attribution", "I want to choose an attribution model that fits my business", "I need a marketing dashboard that leadership trusts", "I want to measure the impact of brand marketing", "I need to track the full funnel from awareness to revenue" ], "methods": [ "Attribution Model Comparison", "Full-Funnel Metrics Framework", "Marketing Dashboard Design", "Incrementality Testing", "UTM Strategy & Taxonomy" ], "phase": "delivery", "prerequisites": [], "pairs_with": [ "MK.1.05", "MK.1.07", "MK.2.05" ], "cross_discipline": [ "PM.1.05", "UX.2.05" ], "depth": "methods", "keywords": [ "analytics", "attribution", "metrics", "dashboard", "funnel", "CAC", "LTV", "ROAS", "UTM", "incrementality", "measurement", "marketing mix", "conversion" ] }, { "id": "PM.3.02", "title": "Marketplaces & Multi-Sided Platforms", "file": "topics/marketplaces-platforms.html", "tier": 3, "discipline": "PM", "solves": [ "I need to solve the cold-start problem for a new marketplace", "I want to measure and improve marketplace liquidity", "I need to balance supply and demand quality", "I want to design a take-rate structure", "I need to prevent disintermediation" ], "methods": [ "Cold-Start Strategy Matrix", "Liquidity Metrics Framework", "Supply/Demand Balancing", "Take-Rate Modeling", "Marketplace Flywheel Design", "Trust & Safety Framework" ], "phase": "discovery", "prerequisites": [ "PM.1.01", "PM.1.05" ], "pairs_with": [ "PM.2.05", "PM.2.03", "PM.2.02" ], "depth": "methods", "keywords": [ "marketplace", "platform", "two-sided", "network effect", "cold start", "liquidity", "supply", "demand", "take rate", "GMV", "flywheel" ] }, { "id": "PM.2.12", "title": "OKRs, Goals & Accountability", "file": "topics/okrs-goals.html", "tier": 2, "discipline": "PM", "solves": [ "I need OKRs that are ambitious but not demoralizing", "I want to cascade company OKRs to team-level without losing meaning", "I need quarterly check-ins that surface real problems", "I want to connect OKRs to daily work", "I need to grade OKRs honestly at end-of-quarter" ], "methods": [ "OKR Writing Template", "Anti-Pattern Checklist", "Cascade vs Alignment Model", "OKR Alignment Workshop", "Weekly Check-In Format", "OKR Grading Rubric", "Goal-Setting Alternatives" ], "phase": "discovery", "prerequisites": [ "PM.1.01", "PM.1.05" ], "pairs_with": [ "PM.1.03", "PM.2.07", "PM.1.06" ], "depth": "methods", "keywords": [ "OKR", "goals", "accountability", "objectives", "key results", "cascade", "alignment", "grading", "check-in", "NCT", "V2MOM" ] }, { "id": "PM.2.05", "title": "Platform & API Product Management", "file": "topics/platform-api-pm.html", "tier": 2, "discipline": "PM", "solves": [ "I need to design a public API for external developers", "I want to improve developer experience and reduce TTFAC", "I need a versioning and deprecation strategy for my API", "I want to build an ecosystem of integrations and partners" ], "methods": [ "REST API Design Review", "TTFAC Optimization", "Documentation Audit", "SDK Strategy Matrix", "API Versioning Strategy", "Deprecation Playbook", "Developer Funnel Analysis", "Partner Tier Framework", "GraphQL vs REST Decision" ], "phase": "design", "prerequisites": [ "PM.1.04" ], "pairs_with": [ "PM.1.06", "PM.2.04", "PM.2.08" ], "depth": "methods", "keywords": [ "platform", "API", "developer experience", "DX", "SDK", "versioning", "ecosystem", "webhook", "documentation", "integration" ] }, { "id": "PM.4.03", "title": "The PM Career", "file": "topics/pm-career.html", "tier": 4, "discipline": "PM", "solves": [ "I need to break into product management", "I want to decide between IC and management tracks", "I need to specialize (growth, platform, technical PM)", "I want to transition from PM to product leadership", "I need to prepare for PM interviews" ], "methods": [ "PM Career Map", "IC vs Management Decision Framework", "Specialization Assessment", "Transition Playbook", "PM Interview Prep Guide" ], "phase": "delivery", "prerequisites": [], "pairs_with": [ "PM.4.01", "PM.2.11", "PM.1.06" ], "depth": "reference", "keywords": [ "PM career", "APM", "CPO", "IC", "management", "specialization", "growth PM", "platform PM", "technical PM", "interview", "transition", "hiring" ] }, { "id": "MK.1.01", "title": "Positioning & Messaging", "file": "topics/positioning-messaging.html", "tier": 1, "discipline": "MK", "solves": [ "I need to define what makes my product different from alternatives", "I want to create a messaging hierarchy (tagline, value props, proof points)", "I need to reposition an existing product for a new market", "I want to test messaging before committing to it", "I need positioning that works for both sales conversations and website copy" ], "methods": [ "April Dunford's Positioning Canvas", "Positioning Statement Formula", "Category Entry Points", "Messaging Hierarchy Template", "Message Testing Protocol", "Value Proposition Canvas", "Competitive Messaging Teardown", "Positioning for AI-Mediated Discovery" ], "phase": "discovery", "prerequisites": [], "pairs_with": [ "MK.1.02", "MK.1.07", "PM.1.08" ], "cross_discipline": [ "PM.1.08" ], "depth": "methods", "keywords": [ "positioning", "messaging", "value proposition", "differentiation", "category", "competitive", "tagline", "proof points", "April Dunford", "messaging hierarchy" ] }, { "id": "PM.1.09", "title": "Problem Framing & Opportunity Sizing", "file": "topics/problem-framing.html", "tier": 1, "discipline": "PM", "solves": [ "I need to write a problem statement that the team can rally around", "I want to size an opportunity to justify investment", "I need to scope a project so it's achievable in a quarter", "I want to decompose a big, vague initiative into concrete workstreams", "I need to decide whether to go deep on one problem or shallow on three" ], "methods": [ "Problem Statement Template", "Five Whys Root-Cause Analysis", "Scope Hammering", "Opportunity Canvas", "TAM/SAM/SOM Sizing", "Fermi Estimation", "Impact/Effort Matrix" ], "phase": "discovery", "prerequisites": [ "PM.1.01" ], "pairs_with": [ "PM.1.02", "PM.1.03" ], "cross_discipline": [], "depth": "methods", "keywords": [ "problem framing", "opportunity sizing", "TAM", "SAM", "SOM", "Fermi estimation", "scope", "problem statement", "root cause", "five whys", "impact effort", "one-way door", "two-way door", "market sizing", "scope hammering" ] }, { "id": "PM.2.06", "title": "Product Analytics Infrastructure", "file": "topics/product-analytics-infrastructure.html", "tier": 2, "discipline": "PM", "solves": [ "My tracking data is messy and I can't trust our analytics", "I need to set up event tracking for a new product", "I want to choose the right analytics tools for our stage", "I need to clean up our event naming and property standards" ], "methods": [ "Event Naming Convention", "Tracking Plan Audit", "Property Standardization", "Analytics Stack Decision Matrix", "Data Quality Scorecard", "Tracking Plan Review Process", "Identity Resolution Strategy" ], "phase": "delivery", "prerequisites": [ "PM.1.06" ], "pairs_with": [ "PM.1.06", "PM.2.01", "UX.2.04" ], "depth": "methods", "keywords": [ "analytics", "tracking", "events", "data quality", "CDP", "Segment", "Amplitude", "Mixpanel", "naming convention", "tracking plan" ] }, { "id": "PM.4.06", "title": "Product Communication & Storytelling", "file": "topics/product-communication.html", "tier": 4, "discipline": "PM", "solves": [ "I need a strategy narrative leadership will read", "I want better status updates", "I need to present a roadmap to the board", "I want to write Amazon-style narratives or RFCs", "I need to communicate bad news effectively" ], "methods": [ "Amazon 6-Pager Template", "RFC/ADR Template", "Executive Status Update", "Executive Briefing", "Bad News Communication Framework", "Product Narrative Arc", "Data Storytelling for Product Leaders" ], "phase": "delivery", "prerequisites": [], "pairs_with": [ "PM.1.06", "UX.4.04", "PM.1.01" ], "cross_discipline": [ "UX.4.04" ], "depth": "reference", "keywords": [ "communication", "storytelling", "6-pager", "RFC", "ADR", "status update", "executive", "narrative", "bad news", "presentation", "roadmap" ] }, { "id": "PM.1.02", "title": "Product Discovery & Customer Research", "file": "topics/product-discovery.html", "tier": 1, "discipline": "PM", "solves": [ "I need to validate whether a problem is worth solving before committing engineering resources", "I want to run customer interviews that reveal real needs, not confirm assumptions", "I need to assess the size and urgency of an opportunity", "I want to map and stress-test my riskiest assumptions", "I need to synthesize qualitative research into a clear problem statement", "I want to evaluate whether AI research tools are appropriate for my discovery questions" ], "methods": [ "Customer Interview (PM Version)", "Assumption Mapping", "Opportunity Solution Tree", "Problem vs. Solution Interview", "Competitive Discovery", "Research Synthesis (PM)", "AI-Moderated Research Evaluation" ], "phase": "discovery", "prerequisites": [ "PM.1.09" ], "pairs_with": [ "PM.1.03", "PM.1.01", "PM.2.01" ], "cross_discipline": [ "UX.1.02" ], "depth": "methods", "keywords": [ "discovery", "customer research", "interviews", "assumption mapping", "opportunity solution tree", "Teresa Torres", "continuous discovery", "validation", "switching moment", "competitive analysis", "problem interview", "solution interview", "synthesis" ] }, { "id": "PM.4.04", "title": "Product Ethics & Responsible Innovation", "file": "topics/product-ethics.html", "tier": 4, "discipline": "PM", "solves": [ "I need to evaluate whether a feature could cause harm", "I want to audit for dark patterns", "I need a framework for ethical trade-offs", "I want responsible AI practices in my process", "I need to handle pressure toward an unethical decision" ], "methods": [ "Ethics Impact Assessment", "Dark Pattern Audit", "Algorithmic Bias Review", "Privacy-by-Design Checklist", "Stakeholder Harm Matrix", "Ethical Escalation Framework" ], "phase": "discovery", "prerequisites": [], "pairs_with": [ "UX.2.12", "PM.3.01", "PM.1.05" ], "cross_discipline": [ "UX.2.12" ], "depth": "reference", "keywords": [ "ethics", "dark patterns", "algorithmic bias", "privacy", "responsible", "harm", "fairness", "consent", "GDPR", "manipulation" ] }, { "id": "PM.4.01", "title": "Product Leadership & Team Building", "file": "topics/product-leadership.html", "tier": 4, "discipline": "PM", "solves": [ "I need to hire a PM", "I want to build a PM career ladder", "I need to coach a struggling junior PM", "I want to design the product org structure", "I need to build product culture where there's never been PMs" ], "methods": [ "PM Hiring Rubric", "PM Onboarding 30/60/90", "PM Coaching Framework", "Career Ladder Design", "Org Model Comparison", "Product Culture Assessment", "Journey-Centric Org Design" ], "phase": "delivery", "prerequisites": [], "pairs_with": [ "PM.1.06", "PM.2.11", "PM.2.12" ], "cross_discipline": [ "UX.4.03" ], "depth": "reference", "keywords": [ "product leadership", "hiring", "coaching", "career ladder", "org design", "product culture", "team building", "director", "VP", "CPO" ] }, { "id": "PM.1.05", "title": "Product Metrics & Analytics", "file": "topics/product-metrics.html", "tier": 1, "discipline": "PM", "solves": [ "I need to choose the right metrics for my product stage", "I want to define a North Star Metric that aligns the team", "I need a metrics framework connecting user behavior to business outcomes", "I want to spot vanity metrics and replace them with actionable ones", "I need to set up an event taxonomy for my analytics tool", "I want CX metrics (NPS, CSAT, CES) that complement product metrics", "I need a metrics framework for internal or enterprise products", "I want to improve data literacy across my product team" ], "methods": [ "North Star Metric Framework", "AARRR Pirate Metrics", "HEART Framework", "Counter-Metrics (Guardrails)", "Input/Output Metric Trees", "Event Taxonomy Design", "Metrics Review Ritual", "CX Metrics Cluster", "CASTLE Framework", "Data Literacy for Non-Analysts", "RAS Recommendation-Adoption Score" ], "phase": "ongoing", "prerequisites": [ "PM.1.01" ], "pairs_with": [ "PM.2.01", "PM.2.06", "PM.1.03" ], "cross_discipline": [ "UX.2.05" ], "depth": "methods", "keywords": [ "metrics", "analytics", "North Star", "AARRR", "HEART", "pirate metrics", "counter-metrics", "guardrails", "vanity", "actionable", "leading", "lagging", "event taxonomy", "activation", "retention", "funnel", "measurement" ] }, { "id": "PM.2.07", "title": "Product Operations", "file": "topics/product-operations.html", "tier": 2, "discipline": "PM", "solves": [ "My PMs spend too much time on admin and not enough on strategy", "Feature requests come from everywhere and nothing gets triaged", "Our product team's processes don't scale beyond 5 PMs", "We need standardized templates and cadences across the product org" ], "methods": [ "Tool Stack Audit", "Feature Request Pipeline", "Analytics Tool Configuration", "Cadence Design", "Launch Readiness Checklist", "Customer Insight Synthesis", "UX Postmortem Methodology" ], "phase": "delivery", "prerequisites": [ "PM.1.08" ], "pairs_with": [ "PM.1.05", "PM.2.06", "PM.2.12" ], "depth": "methods", "keywords": [ "product ops", "operations", "process", "tooling", "ritual", "cadence", "template", "launch checklist", "feature request", "insight synthesis" ] }, { "id": "PM.1.01", "title": "Product Strategy & Vision", "file": "topics/product-strategy.html", "tier": 1, "discipline": "PM", "solves": [ "I need to articulate a clear product vision that aligns my team", "I want to connect product decisions to business strategy", "I need to evaluate whether a new opportunity fits our strategy", "I want to define product principles that guide trade-off decisions", "I need to create a strategic narrative for investors or leadership" ], "methods": [ "Product Vision Statement", "Product Strategy Stack", "Playing to Win Framework", "Strategic Bet Framework", "Jobs-to-be-Done Strategy", "Product Principles", "Strategy Narrative" ], "phase": "discovery", "prerequisites": [], "pairs_with": [ "PM.1.09", "PM.1.02", "PM.1.03" ], "cross_discipline": [], "depth": "framework", "keywords": [ "product strategy", "vision", "mission", "strategic choice", "competitive advantage", "product principles", "Playing to Win", "Lafley", "Martin", "Gibson Biddle", "strategy stack", "JTBD", "strategic bet", "narrative", "direction", "trade-offs" ] }, { "id": "PM.3.06", "title": "Product Sunset & Pivot Decisions", "file": "topics/product-sunset-pivot.html", "tier": 3, "discipline": "PM", "solves": [ "I need to sunset a feature users depend on", "I want a framework for deciding to pivot persevere or kill", "I need a migration path from legacy to new", "I want to communicate a shutdown without destroying trust", "I need to evaluate sunk cost bias" ], "methods": [ "Sunset Decision Framework", "Feature Usage Audit", "Sunk Cost Audit", "Sunset Communication Plan", "Migration Planning Template", "Pivot Criteria Checklist" ], "phase": "delivery", "prerequisites": [ "PM.1.01", "PM.1.05" ], "pairs_with": [ "PM.1.06", "PM.3.04", "PM.2.09" ], "depth": "methods", "keywords": [ "sunset", "pivot", "end-of-life", "migration", "kill", "sunk cost", "shutdown", "deprecation", "direction change" ] }, { "id": "PM.4.05", "title": "Product Thinking: Mental Models & Decision-Making", "file": "topics/product-thinking.html", "tier": 4, "discipline": "PM", "solves": [ "I want to improve my product judgment", "I need frameworks for complex, ambiguous situations", "I want to recognize and correct cognitive biases", "I need to think in systems, not isolated features", "I want to develop senior PM intuition", "I need to decide how much process a decision deserves", "I need to translate UX value into business terms for stakeholders", "I want structured methods for comparing design tradeoffs", "I need to determine who should be involved in a decision" ], "methods": [ "First Principles Reasoning", "Systems Thinking", "Second-Order Effects Analysis", "Inversion", "Decision Classification (Three-Axis Taxonomy)", "Satisficing vs Maximizing", "Cynefin Problem Contexts", "Intuition (Expert Pattern Recognition)", "Design Principles as Decision Framework", "Tradeoff Analysis (Three Questions)", "Decision Journal", "Hypothesis-Based Research", "Multi-Factor Prioritization", "UX-to-Business Cost Translation", "Vroom-Yetton-Jago Leadership Model", "Disagree-and-Commit", "Pre-Mortem and Post-Mortem" ], "phase": "discovery", "prerequisites": [], "pairs_with": [ "PM.1.01", "PM.1.09", "PM.4.02", "PM.2.11", "PM.1.03", "UX.2.17" ], "depth": "reference", "keywords": [ "mental models", "first principles", "systems thinking", "second-order effects", "inversion", "cognitive bias", "decision-making", "pre-mortem", "sunk cost", "leverage point", "tradeoff", "satisficing", "maximizing", "Cynefin", "design principles", "ROI", "opportunity cost", "prioritization", "Vroom-Yetton-Jago", "framing effect", "loss aversion", "halo effect" ], "cross_discipline": [ "UX.2.17" ] }, { "id": "PM.1.04", "title": "Requirements: User Stories, PRDs & Specs", "file": "topics/requirements.html", "tier": 1, "discipline": "PM", "solves": [ "I need to write user stories that engineers can actually build from", "I want to create a PRD that captures context, not just features", "I need to define acceptance criteria that prevent scope creep", "I want to choose the right level of specification detail for my team", "I need to document edge cases and error states before development starts" ], "methods": [ "User Stories (INVEST)", "Acceptance Criteria (Given/When/Then)", "PRD Template", "One-Pager Template", "Edge Case Matrix", "Job Story Format" ], "phase": "definition", "prerequisites": [ "PM.1.01", "PM.1.05" ], "pairs_with": [ "PM.1.10", "PM.2.11" ], "cross_discipline": [], "depth": "methods", "keywords": [ "requirements", "user stories", "PRD", "spec", "acceptance criteria", "INVEST", "given when then", "one-pager", "edge cases", "definition of done", "job story", "scope", "RFC", "press release" ] }, { "id": "PM.2.09", "title": "Retention, Churn & Customer Success", "file": "topics/retention-churn.html", "tier": 2, "discipline": "PM", "solves": [ "I need to understand why users are churning", "I want to build a retention model and identify at-risk users", "I need in-product interventions that re-engage lapsing users", "I want to partner with customer success to close the feedback loop", "I need to segment churn by cause" ], "methods": [ "Churn Root-Cause Framework", "Retention Curve Analysis", "Cohort Retention Table", "Customer Health Score", "At-Risk Intervention Design", "Net Revenue Retention Modeling" ], "phase": "delivery", "prerequisites": [ "PM.1.05" ], "pairs_with": [ "PM.2.03", "UX.3.06", "PM.2.06" ], "cross_discipline": [ "UX.3.06", "MK.2.03" ], "depth": "methods", "keywords": [ "retention", "churn", "customer success", "health score", "NRR", "cohort", "at-risk", "intervention", "lifetime value" ] }, { "id": "PM.1.03", "title": "Roadmapping & Prioritization", "file": "topics/roadmapping.html", "tier": 1, "discipline": "PM", "solves": [ "I need to prioritize a backlog with competing demands from sales, engineering, and customers", "I want a roadmap that communicates intent without locking in dates", "I need to say no to a stakeholder request with a defensible rationale", "I want to choose the right prioritization framework for my situation", "I need to balance quick wins against long-term bets", "I need to understand the anatomy and components of a well-structured roadmap", "I want a step-by-step process for creating a roadmap from scratch" ], "methods": [ "Now/Next/Later Roadmap", "Outcome-Based Roadmap", "Theme-Based Roadmap", "Roadmap Component Model", "6-Step Roadmap Creation Process", "RICE Scoring", "Opportunity Scoring (Ulwick)", "Cost of Delay", "MoSCoW Prioritization", "Saying No with Evidence" ], "phase": "definition", "prerequisites": [ "PM.1.01", "PM.1.09" ], "pairs_with": [ "PM.1.02", "PM.1.06", "PM.2.12", "UX.2.16" ], "cross_discipline": [ "UX.2.16" ], "depth": "methods", "keywords": [ "roadmap", "prioritization", "RICE", "MoSCoW", "now next later", "outcome-based", "theme-based", "cost of delay", "saying no", "backlog", "trade-offs", "stakeholder", "feature factory", "component model", "beneficiary", "confidence", "creation process", "tooling", "ProductPlan", "ProdPad", "Jira" ] }, { "id": "PM.1.06", "title": "Stakeholder Management & Influence", "file": "topics/stakeholder-management.html", "tier": 1, "discipline": "PM", "solves": [ "I need to get buy-in from a skeptical executive", "I want to manage conflicting requests from sales, support, and engineering", "I need to say no to the CEO's pet feature without damaging the relationship", "I want to build trust with engineering leads who've been burned by previous PMs", "I need to align five teams on a shared priority" ], "methods": [ "Stakeholder Map (Power/Interest)", "Pain/Gain Map", "RACI Matrix", "Pre-Mortem for Decisions", "Disagree-and-Commit Protocol", "Executive Update Template", "Alignment Narrative" ], "phase": "ongoing", "prerequisites": [], "pairs_with": [ "PM.1.03", "PM.1.07", "PM.4.06" ], "cross_discipline": [], "depth": "methods", "keywords": [ "stakeholder", "management", "influence", "authority", "alignment", "RACI", "pre-mortem", "disagree commit", "managing up", "executive", "cross-functional", "buy-in", "politics" ] }, { "id": "PM.2.08", "title": "Technical Product Management", "file": "topics/technical-pm.html", "tier": 2, "discipline": "PM", "solves": [ "I need to participate in architecture decisions without overstepping", "I want to evaluate build vs. buy trade-offs", "I need to quantify and prioritize tech debt", "I want to understand enough about our tech stack to make informed trade-offs", "I need to manage a migration or platform rewrite" ], "methods": [ "Build vs. Buy Framework", "Build vs. Buy Scoring Matrix", "Tech Debt Quantification", "20% Time Allocation", "Architecture Decision Record", "Dependency Risk Matrix", "Migration Planning Template", "Engineering Partnership Model" ], "phase": "delivery", "prerequisites": [ "PM.1.04" ], "pairs_with": [ "PM.2.05", "PM.1.10", "PM.2.10" ], "depth": "methods", "keywords": [ "technical PM", "build vs buy", "tech debt", "architecture", "ADR", "migration", "engineering partnership", "dependency", "rewrite" ] }, { "id": "PM.3.04", "title": "0-to-1 Product Creation", "file": "topics/zero-to-one.html", "tier": 3, "discipline": "PM", "solves": [ "I need to take a product from idea to first paying customer", "I want the smallest possible MVP that tests my core hypothesis", "I need to know if I've found product-market fit", "I want to iterate quickly in the pre-PMF phase", "I need to transition from founder-led sales to repeatable go-to-market" ], "methods": [ "MVP Definition Canvas", "Concierge MVP", "Fake Door Test", "Product-Market Fit Survey", "Pre-PMF Metrics", "Pivot vs Persevere Framework", "Early Adopter Recruitment" ], "phase": "discovery", "prerequisites": [ "PM.1.02", "PM.1.09" ], "pairs_with": [ "PM.1.02", "PM.2.03", "PM.2.01" ], "depth": "methods", "keywords": [ "0-to-1", "zero to one", "MVP", "product-market fit", "PMF", "startup", "concierge", "fake door", "pivot", "early adopter", "validation" ] }, { "id": "MK.3.06", "title": "ABM & Enterprise Marketing", "file": "topics/abm-enterprise.html", "tier": 3, "discipline": "MK", "solves": [ "I need to set up an ABM program for high-value accounts", "I want to align marketing and sales on target account lists", "I need personalized marketing for enterprise prospects", "I want to measure ABM effectiveness beyond MQLs", "I need to support long enterprise sales cycles with marketing" ], "methods": [ "ABM Strategy Framework", "Target Account Selection Criteria", "Personalized Content Playbook", "Multi-Touch Attribution for ABM", "Marketing-Sales Alignment SLA" ], "phase": "execution", "prerequisites": [ "MK.1.07", "MK.1.01" ], "pairs_with": [ "MK.2.03", "MK.1.07", "PM.2.04" ], "cross_discipline": [ "PM.2.04" ], "depth": "methods", "keywords": [ "ABM", "account-based marketing", "enterprise", "target account", "personalization", "sales alignment", "ICP", "engagement scoring", "pipeline", "B2B" ] }, { "id": "MK.3.01", "title": "AI in Marketing", "file": "topics/ai-marketing.html", "tier": 3, "discipline": "MK", "solves": [ "I want to use AI tools to scale content production without sacrificing quality", "I need to evaluate AI marketing tools for my stack", "I want to implement AI-powered personalization", "I need to understand how AI search changes SEO and content strategy", "I want to maintain brand voice when using AI-generated content" ], "methods": [ "AI Content Workflow", "Brand Voice Guardrails for AI", "AI Personalization Strategy", "AI Tool Evaluation Framework", "AI-Proof Content Strategy", "AI Search Disruption Strategy" ], "phase": "execution", "prerequisites": [ "MK.1.03" ], "pairs_with": [ "MK.1.03", "MK.2.01", "MK.1.02" ], "cross_discipline": [ "UX.3.01", "PM.3.01" ], "depth": "methods", "keywords": [ "AI", "artificial intelligence", "LLM", "content automation", "personalization", "AI search", "brand voice", "tool evaluation", "marketing technology" ] }, { "id": "MK.3.02", "title": "Community Building & Developer Marketing", "file": "topics/community-devrel.html", "tier": 3, "discipline": "MK", "solves": [ "I need to build a community around our product", "I want to launch a developer relations or DevRel program", "I need to choose between community platforms", "I want community-led growth without it feeling forced", "I need to measure community health and business impact" ], "methods": [ "Community Strategy Canvas", "Community Health Metrics", "DevRel Program Design", "Developer Evangelism Playbook", "Community-Led Growth Framework" ], "phase": "growth", "prerequisites": [ "MK.1.03" ], "pairs_with": [ "MK.1.03", "MK.2.10", "MK.2.09" ], "cross_discipline": [], "depth": "methods", "keywords": [ "community", "developer", "DevRel", "developer relations", "Discord", "Slack", "forum", "community-led growth", "evangelism", "documentation" ] }, { "id": "MK.4.02", "title": "Copywriting & Storytelling", "file": "topics/copywriting-storytelling.html", "tier": 4, "discipline": "MK", "solves": [ "I need to write compelling headlines and CTAs", "I want copywriting formulas I can apply consistently", "I need to tell our brand story in a way that resonates", "I want to improve ad copy, email subject lines, and landing page text", "I need to write for different stages of the buyer journey" ], "methods": [ "PAS (Problem-Agitate-Solve)", "AIDA (Attention-Interest-Desire-Action)", "Before-After-Bridge", "Headline Formula Library", "CTA Writing Guidelines", "Storytelling Arc for Brands", "Tone Adaptation by Channel" ], "phase": "reference", "prerequisites": [], "pairs_with": [ "MK.1.01", "MK.1.02", "MK.4.01", "UX.2.10" ], "cross_discipline": [ "UX.2.10" ], "depth": "methods", "keywords": [ "copywriting", "storytelling", "PAS", "AIDA", "headline", "CTA", "brand story", "narrative", "copy", "persuasive writing", "tone", "voice" ] }, { "id": "MK.2.09", "title": "Customer Storytelling & Case Studies", "file": "topics/customer-stories.html", "tier": 2, "discipline": "MK", "solves": [ "I need to create a compelling customer case study", "I want a system for collecting testimonials at scale", "I need to tell customer stories without violating confidentiality", "I want to use customer evidence in sales enablement", "I need to build a customer advocacy program" ], "methods": [ "Case Study Interview Guide", "Case Study Template", "Testimonial Collection System", "Video Testimonial Production Guide", "Social Proof Strategy", "Reference Program Design" ], "phase": "execution", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.1.01", "MK.2.05", "MK.1.03" ], "cross_discipline": [], "depth": "methods", "keywords": [ "case study", "testimonial", "customer story", "social proof", "review", "video", "reference", "advocacy", "G2", "trust" ] }, { "id": "MK.2.10", "title": "Event Marketing & Webinars", "file": "topics/event-marketing.html", "tier": 2, "discipline": "MK", "solves": [ "I need to plan a webinar program that generates leads", "I want to maximize ROI from conference sponsorships", "I need to host a virtual or hybrid event", "I want to build a community event series", "I need to measure event marketing effectiveness" ], "methods": [ "Webinar Production Checklist", "Webinar Format Options", "Conference Sponsorship ROI Calculator", "Event Follow-Up Cadence", "Virtual Event Platform Selection", "Community Event Playbook", "Event Content Repurposing" ], "phase": "execution", "prerequisites": [ "MK.1.03" ], "pairs_with": [ "MK.1.03", "MK.2.08", "MK.2.03" ], "cross_discipline": [], "depth": "methods", "keywords": [ "event", "webinar", "conference", "sponsorship", "virtual", "community", "meetup", "follow-up", "repurposing", "ROI" ] }, { "id": "MK.3.03", "title": "Influencer & Creator Marketing", "file": "topics/influencer-marketing.html", "tier": 3, "discipline": "MK", "solves": [ "I need to find the right influencers for my niche", "I want to structure influencer partnerships fairly", "I need to measure influencer campaign ROI", "I want to build long-term creator relationships, not one-off posts", "I need to navigate FTC disclosure requirements" ], "methods": [ "Influencer Identification Framework", "Micro vs. Macro Influencer Strategy", "Partnership Structure Templates", "Creator Brief Template", "Influencer ROI Measurement" ], "phase": "execution", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.2.04", "MK.2.09", "MK.2.07" ], "cross_discipline": [], "depth": "methods", "keywords": [ "influencer", "creator", "partnership", "ambassador", "micro influencer", "macro influencer", "FTC", "disclosure", "sponsored content", "ROI" ] }, { "id": "MK.3.04", "title": "International & Multicultural Marketing", "file": "topics/international-marketing.html", "tier": 3, "discipline": "MK", "solves": [ "I need to adapt our marketing for a new international market", "I want to run culturally appropriate campaigns across regions", "I need to localize beyond just translating copy", "I want to manage multiple regional marketing teams", "I need to handle compliance for marketing in different countries" ], "methods": [ "Market Entry Marketing Playbook", "Cultural Sensitivity Audit", "Transcreation vs. Translation Decision", "Regional Marketing Team Structure" ], "phase": "growth", "prerequisites": [ "MK.1.01", "MK.1.02" ], "pairs_with": [ "MK.1.01", "MK.1.02", "MK.1.07" ], "cross_discipline": [ "PM.3.05" ], "depth": "methods", "keywords": [ "international", "multicultural", "localization", "transcreation", "cultural adaptation", "GDPR", "regional", "market entry", "translation" ] }, { "id": "MK.2.05", "title": "Landing Pages & Conversion Optimization", "file": "topics/landing-pages-cro.html", "tier": 2, "discipline": "MK", "solves": [ "I need to design a landing page that converts", "I want to optimize an existing page with poor conversion rates", "I need to A/B test landing page elements systematically", "I want to reduce form abandonment", "I need to create landing pages for different audience segments" ], "methods": [ "Landing Page Anatomy Framework", "Above-the-Fold Formula", "CRO Audit Checklist", "A/B Testing for Landing Pages", "Form Optimization Checklist", "Heatmap & Session Recording Analysis", "Personalized Landing Pages", "Ecommerce CRO Methods" ], "phase": "execution", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.2.02", "MK.1.06" ], "cross_discipline": [ "UX.1.04", "UX.1.05" ], "depth": "methods", "keywords": [ "landing page", "conversion", "CRO", "A/B test", "form", "headline", "CTA", "heatmap", "optimization", "above the fold" ] }, { "id": "MK.2.03", "title": "Lifecycle Marketing & Email", "file": "topics/lifecycle-email.html", "tier": 2, "discipline": "MK", "solves": [ "I need to build an email marketing program from scratch", "I want to design lifecycle email flows (onboarding, activation, retention, win-back)", "I need to improve email open rates and click-through rates", "I want to segment my email list for personalized messaging", "I need to re-engage lapsed users through email campaigns" ], "methods": [ "Lifecycle Email Framework", "Drip Campaign Architecture", "Email Segmentation Strategy", "Email Deliverability Checklist", "Subject Line Testing Protocol" ], "phase": "execution", "prerequisites": [ "MK.1.07" ], "pairs_with": [ "MK.1.07", "MK.2.05" ], "cross_discipline": [ "PM.2.09", "UX.3.06" ], "depth": "methods", "keywords": [ "lifecycle", "email", "drip", "onboarding", "retention", "segmentation", "deliverability", "win-back", "automation", "nurture" ] }, { "id": "MK.4.05", "title": "The Marketing Career", "file": "topics/marketing-career.html", "tier": 4, "discipline": "MK", "solves": [ "I need to break into marketing or transition from another discipline", "I want to decide which marketing specialization fits me", "I need to build a marketing portfolio or case study collection", "I want to understand the career progression from IC to CMO", "I need to stay relevant as AI changes marketing" ], "methods": [ "Specialization Assessment", "T-Shaped Marketer Framework", "Marketing Career Map", "Marketing Portfolio Guide", "Skill Gap Analysis" ], "phase": "reference", "prerequisites": [], "pairs_with": [ "MK.4.03", "MK.3.01", "PM.4.03" ], "cross_discipline": [ "PM.4.03", "UX.4.05" ], "depth": "theory", "keywords": [ "marketing career", "specialization", "T-shaped marketer", "portfolio", "career progression", "CMO", "AI", "content marketing", "performance marketing", "product marketing", "brand", "marketing ops" ] }, { "id": "MK.4.03", "title": "Marketing Leadership & Team Building", "file": "topics/marketing-leadership.html", "tier": 4, "discipline": "MK", "solves": [ "I need to hire my first marketer or build a marketing team", "I want to structure my marketing team for our stage and size", "I need to manage marketing agencies and freelancers effectively", "I want to set and defend a marketing budget", "I need to measure and communicate marketing team performance" ], "methods": [ "Marketing Hiring Rubric", "In-House vs. Agency Decision Framework", "Team Structure by Stage", "Marketing Budget Template", "Agency Management Framework" ], "phase": "reference", "prerequisites": [], "pairs_with": [ "MK.1.06", "PM.4.01", "UX.4.03" ], "cross_discipline": [ "PM.4.01", "UX.4.03" ], "depth": "methods", "keywords": [ "marketing leadership", "hiring", "team structure", "agency", "budget", "management", "scaling", "generalist", "specialist", "marketing ops" ] }, { "id": "MK.4.01", "title": "Marketing Psychology & Persuasion", "file": "topics/marketing-psychology.html", "tier": 4, "discipline": "MK", "solves": [ "I want to understand the psychology behind why people buy", "I need to apply persuasion principles ethically in marketing", "I want to improve messaging using cognitive bias awareness", "I need to design marketing that respects the audience's autonomy", "I want to understand loss aversion, social proof, and scarcity in marketing contexts" ], "methods": [ "Cialdini's 6 Principles (Marketing Application)", "Cognitive Bias Checklist for Marketing", "Ethical Persuasion Audit", "Decision Architecture for Marketing" ], "phase": "reference", "prerequisites": [], "pairs_with": [ "MK.2.05", "MK.2.06", "UX.2.12" ], "cross_discipline": [ "UX.2.12", "UX.2.01", "PM.4.04" ], "depth": "theory", "keywords": [ "psychology", "persuasion", "Cialdini", "cognitive bias", "loss aversion", "social proof", "scarcity", "anchoring", "framing", "ethics", "behavioral economics" ] }, { "id": "MK.4.04", "title": "Marketing Strategy Frameworks", "file": "topics/marketing-strategy-frameworks.html", "tier": 4, "discipline": "MK", "solves": [ "I need a marketing strategy for a new product or market", "I want to audit our current marketing strategy for gaps", "I need to present a marketing plan to leadership", "I want to understand classic marketing frameworks and when they still apply", "I need to connect marketing activities to revenue" ], "methods": [ "STP (Segmentation, Targeting, Positioning)", "Marketing Mix (4Ps/7Ps)", "Growth Marketing Framework", "Marketing Plan Template", "Marketing Maturity Assessment" ], "phase": "reference", "prerequisites": [], "pairs_with": [ "MK.1.01", "MK.1.07", "MK.1.06" ], "cross_discipline": [ "PM.4.02" ], "depth": "theory", "keywords": [ "marketing strategy", "STP", "4Ps", "7Ps", "marketing mix", "growth marketing", "marketing plan", "maturity", "framework", "segmentation", "targeting", "positioning" ] }, { "id": "MK.2.02", "title": "Paid Acquisition (SEM, Social Ads, Display)", "file": "topics/paid-acquisition.html", "tier": 2, "discipline": "MK", "solves": [ "I need to set up paid campaigns on Google, Meta, or LinkedIn", "I want to structure ad campaigns for efficient testing", "I need to optimize ad creative based on performance data", "I want to scale a winning paid channel without declining returns", "I need to decide budget allocation across paid channels" ], "methods": [ "Ad Platform Selection Framework", "Campaign Structure Framework", "Audience Targeting Layers", "Creative Testing Protocol", "Ad Copy Formula Library", "Bid Strategy Selection", "Budget Allocation Model" ], "phase": "execution", "prerequisites": [ "MK.1.05" ], "pairs_with": [ "MK.1.05", "MK.2.05", "MK.1.06" ], "cross_discipline": [], "depth": "methods", "keywords": [ "paid acquisition", "SEM", "Google Ads", "Meta ads", "LinkedIn ads", "campaign", "creative testing", "bidding", "CPA", "ROAS", "budget", "targeting" ] }, { "id": "MK.2.08", "title": "Partnerships & Co-Marketing", "file": "topics/partnerships.html", "tier": 2, "discipline": "MK", "solves": [ "I need to identify potential marketing partners", "I want to design a co-marketing campaign", "I need to evaluate whether a partnership is worth the effort", "I want to build an integration partner program", "I need partnership agreements that protect both sides" ], "methods": [ "Partner Identification Matrix", "Partnership Scoring Model", "Co-Marketing Campaign Framework", "Co-Branded Content Strategy", "Integration Partner Playbook", "Affiliate Program Design", "Partnership ROI Measurement" ], "phase": "execution", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.1.05", "MK.1.03" ], "cross_discipline": [], "depth": "methods", "keywords": [ "partnership", "co-marketing", "integration", "affiliate", "referral", "co-branded", "webinar", "ebook", "distribution", "ecosystem" ] }, { "id": "MK.2.07", "title": "PR, Earned Media & Thought Leadership", "file": "topics/pr-earned-media.html", "tier": 2, "discipline": "MK", "solves": [ "I need media coverage for a product launch or announcement", "I want to build a thought leadership program for our founders or experts", "I need to write a press release that journalists will actually cover", "I want to build relationships with industry analysts and reporters", "I need to handle a PR crisis or negative press" ], "methods": [ "Media List Building", "Journalist Pitch Framework", "Press Release Template", "Thought Leadership Content Plan", "Analyst Relations Playbook", "PR Crisis Playbook", "Earned Media Measurement" ], "phase": "execution", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.1.03", "MK.1.02", "MK.2.04" ], "cross_discipline": [], "depth": "methods", "keywords": [ "PR", "press", "earned media", "thought leadership", "journalist", "analyst", "crisis", "media relations", "coverage", "pitch" ] }, { "id": "MK.2.06", "title": "Pricing Communication & Value Messaging", "file": "topics/pricing-communication.html", "tier": 2, "discipline": "MK", "solves": [ "I need to design a pricing page that drives self-serve conversion", "I want to use price anchoring and framing ethically", "I need to communicate a price increase without losing customers", "I want to test different pricing presentations", "I need to create comparison tables that guide the right choice" ], "methods": [ "Pricing Page Best Practices", "Plan Comparison Table Design", "Anchoring & Framing Techniques", "Price Increase Communication Plan", "Free Trial vs. Freemium Messaging" ], "phase": "execution", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.2.05", "MK.1.01" ], "cross_discipline": [ "PM.2.02" ], "depth": "methods", "keywords": [ "pricing", "value", "anchoring", "framing", "pricing page", "plans", "comparison", "price increase", "freemium", "trial", "decoy" ] }, { "id": "MK.3.05", "title": "Product Marketing", "file": "topics/product-marketing.html", "tier": 3, "discipline": "MK", "solves": [ "I need to create sales enablement materials for a new feature", "I want to write competitive battle cards for the sales team", "I need to define the product marketing strategy for a new product line", "I want to improve how we communicate product value to different buyer personas", "I need to coordinate with PM on launch messaging" ], "methods": [ "Product Marketing Brief", "Message Testing Protocol", "Sales Enablement Kit", "Competitive Battle Card Template", "Feature Announcement Framework", "Win/Loss Interview (Marketing Lens)", "Demo Design for Sales" ], "phase": "execution", "prerequisites": [ "MK.1.01" ], "pairs_with": [ "MK.1.04", "MK.1.01", "PM.1.07", "PM.1.08" ], "cross_discipline": [ "PM.1.07", "PM.1.08" ], "depth": "methods", "keywords": [ "product marketing", "PMM", "sales enablement", "battle card", "positioning", "launch", "win loss", "competitive", "messaging", "feature announcement" ] }, { "id": "MK.2.01", "title": "SEO & Organic Growth", "file": "topics/seo-organic.html", "tier": 2, "discipline": "MK", "solves": [ "I need to build an SEO strategy from scratch", "I want to identify keywords that match buyer intent", "I need to fix technical SEO issues hurting my rankings", "I want to build topical authority through content clusters", "I need to measure SEO ROI and forecast organic traffic growth" ], "methods": [ "Keyword Research Framework", "Search Intent Mapping", "Content Cluster Strategy", "SEO Content Brief", "Technical SEO Audit Checklist", "Internal Linking Strategy", "Ethical Link Acquisition", "Rank Tracking & Reporting" ], "phase": "execution", "prerequisites": [ "MK.1.03" ], "pairs_with": [ "MK.1.03", "MK.2.05", "MK.1.06" ], "cross_discipline": [], "depth": "methods", "keywords": [ "SEO", "organic", "keyword", "search", "content cluster", "technical SEO", "backlinks", "ranking", "intent", "topical authority", "Core Web Vitals" ] }, { "id": "MK.2.04", "title": "Social Media Strategy", "file": "topics/social-media.html", "tier": 2, "discipline": "MK", "solves": [ "I need a social media strategy that goes beyond posting randomly", "I want to choose which platforms are worth investing in", "I need to build a content cadence my team can sustain", "I want to measure social media's impact beyond likes and followers", "I need to handle a social media crisis or negative PR" ], "methods": [ "Platform-Audience Fit Matrix", "Content Mix Framework", "Social Content Calendar", "Community Response Playbook", "Social Listening Setup", "Social ROI Framework", "Crisis Communication Protocol" ], "phase": "execution", "prerequisites": [ "MK.1.02" ], "pairs_with": [ "MK.1.03", "MK.1.02" ], "cross_discipline": [], "depth": "methods", "keywords": [ "social media", "platform", "content", "community", "engagement", "LinkedIn", "Instagram", "TikTok", "listening", "ROI", "crisis" ] }, { "id": "UX.2.13", "title": "Complex Application & Enterprise UX", "file": "topics/complex-app-enterprise-ux.html", "tier": 2, "discipline": "UX", "solves": [ "I need to design for expert users in a domain I don't fully understand", "I want to reduce interface clutter without removing capabilities experts need", "I need to support open-ended, non-linear workflows in a complex tool", "I want to help users track actions and thought processes across long sessions", "I need to coordinate transitions between multiple tools and workspaces", "I want to design for users who range from novice to deeply expert", "I need adapted research methods for a domain where standard usability testing falls short", "I want to understand the layers of complexity in my application", "I need design patterns specifically for data-dense, expert-use interfaces", "I want to measure cognitive workload beyond basic task completion metrics" ], "methods": [ "Five-Layer Complexity Framework", "Expert User Archetype Framework", "Domain Exclusiveness Model", "Complexity Audit", "Clutter-Capability Balance", "Contextual Inquiry (Complex Domains)", "Work-Domain Analysis", "Cooperative Usability Testing", "Group-Based Expert Walkthrough", "Requirements Specification (Complex Domains)", "Expert User Recruiting", "Domain Immersion Method", "Safe Exploration Patterns", "Novice-to-Expert Transition", "Customization and Efficiency Patterns", "Flexible Pathway Patterns", "Interruption and Resumption Patterns", "Long-Wait Design Patterns", "Visual Momentum Patterns", "Information Reduction Patterns", "Information Layering Patterns", "Visual Salience and Alerting Patterns", "Workload and Awareness Measurement", "Multi-Tool Workflow Mapping", "High-Stakes Error Prevention" ], "phase": "design", "prerequisites": [ "UX.1.04", "UX.1.05" ], "pairs_with": [ "UX.2.09", "UX.1.04", "UX.1.07", "UX.2.17" ], "cross_discipline": [ "PM.2.04", "PM.2.08", "PM.1.06" ], "depth": "methods", "keywords": [ "enterprise UX", "complex application", "expert users", "domain immersion", "complexity management", "data-dense", "high-stakes", "multi-tool", "progressive disclosure", "customizable workspace", "domain exclusiveness", "contextual inquiry", "work-domain analysis", "cooperative usability testing", "patterns of inquiry", "visual momentum", "safe exploration", "satisficing", "NASA-TLX", "SART" ] }, { "id": "CS.2.03", "title": "Content Accessibility", "file": "topics/content-accessibility.html", "tier": 2, "discipline": "CS", "solves": [ "I need an alt text strategy that scales across thousands of images", "I want to write content that is cognitively accessible without being patronizing", "I need accessible document templates for PDFs, slides, and reports", "I want to build caption and transcript workflows for audio/video content", "I need to audit existing content for accessibility compliance" ], "methods": [ "Alt Text Decision Tree", "Caption & Transcript Workflow", "Accessible Document Checklist", "Reading Level Guidelines by Audience" ], "phase": "design", "prerequisites": [ "CS.1.04" ], "pairs_with": [ "CS.1.04", "CS.2.07" ], "cross_discipline": [ "UX.1.07" ], "depth": "methods", "keywords": [ "content accessibility", "alt text", "captions", "transcripts", "plain language", "cognitive accessibility", "accessible documents", "screen reader", "audio description" ] }, { "id": "CS.2.05", "title": "Content Analytics & Performance", "file": "topics/content-analytics-performance.html", "tier": 2, "discipline": "CS", "solves": [], "methods": [ "Content KPI Framework", "Content Scoring Model", "Content Decay Detection" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "UX.2.05", "PM.1.05", "MK.1.06" ], "depth": "methods", "keywords": [] }, { "id": "CS.1.02", "title": "Content Auditing & Governance", "file": "topics/content-auditing-governance.html", "tier": 1, "discipline": "CS", "solves": [ "I need to audit our existing content to find gaps, redundancy, and decay", "I want a governance model that keeps content accurate and current", "I need to assign content ownership without creating bottlenecks", "I want to decide between centralized, decentralized, or hybrid content operations", "I need to measure content health over time" ], "methods": [ "Content Inventory & Audit Methodology", "Content Health Score", "Governance Model Selection", "Content Ownership Matrix", "Content Lifecycle Framework" ], "phase": "discovery", "prerequisites": [ "CS.1.01" ], "pairs_with": [ "CS.1.01", "CS.2.05" ], "cross_discipline": [ "PM.2.07" ], "depth": "methods", "keywords": [ "content audit", "content governance", "content inventory", "ROT analysis", "content ownership", "content lifecycle", "content health", "content decay", "federated governance" ] }, { "id": "CS.4.03", "title": "The Content Career", "file": "topics/content-career.html", "tier": 4, "discipline": "CS", "solves": [], "methods": [ "Content Career Map", "AI-Era Content Skills Audit" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "UX.4.05", "PM.4.03", "MK.4.05" ], "depth": "methods", "keywords": [] }, { "id": "CS.2.06", "title": "Content for Complex Domains", "file": "topics/content-complex-domains.html", "tier": 2, "discipline": "CS", "solves": [], "methods": [ "Regulatory Content Simplification", "Risk Communication Patterns" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "PM.3.03", "UX.2.13" ], "depth": "methods", "keywords": [] }, { "id": "CS.1.04", "title": "Content Design & Readability", "file": "topics/content-design-readability.html", "tier": 1, "discipline": "CS", "solves": [ "I need to make long-form content scannable and digestible", "I want to apply plain language principles without dumbing down content", "I need to structure headings and subheadings for scanning behavior", "I want to format content for mobile reading", "I need to write for users with varying literacy levels and reading contexts" ], "methods": [ "Scanning Pattern Design", "Plain Language Checklist", "Readability Scoring", "Content Chunking Framework", "Mobile Reading Optimization" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [ "CS.1.01", "CS.2.03", "CS.2.07" ], "cross_discipline": [ "UX.2.10", "UX.1.07" ], "depth": "methods", "keywords": [ "content design", "readability", "scanning patterns", "F-pattern", "plain language", "Flesch-Kincaid", "chunking", "heading hierarchy", "mobile reading", "formatting" ] }, { "id": "CS.2.07", "title": "Content & Design Systems", "file": "topics/content-design-systems.html", "tier": 2, "discipline": "CS", "solves": [], "methods": [ "Content Pattern Library", "Voice & Tone Token System", "Naming Convention Framework" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "UX.2.11", "UX.2.10" ], "depth": "methods", "keywords": [] }, { "id": "CS.2.02", "title": "Content for AI Systems", "file": "topics/content-for-ai-systems.html", "tier": 2, "discipline": "CS", "solves": [ "I need to govern AI-generated content to maintain quality and brand voice", "I want to structure content so AI systems can parse it", "I need quality standards for AI-generated vs human-created content", "I want to design prompt templates that produce consistent on-brand outputs", "I need to ensure our content is properly labeled for AI retrieval" ], "methods": [ "AI Content Governance Framework", "Brand Voice Guardrails for AI", "Content Labeling for ML/RAG" ], "phase": "design", "prerequisites": [ "CS.1.01", "CS.1.03" ], "pairs_with": [ "CS.1.03", "CS.2.01" ], "cross_discipline": [ "UX.3.01", "UX.3.09", "PM.3.01", "MK.3.01" ], "depth": "methods", "keywords": [ "AI content", "content governance", "brand voice AI", "RAG", "training data", "prompt templates", "content labeling", "AI-generated", "machine learning" ] }, { "id": "CS.4.01", "title": "Content Leadership & Team Building", "file": "topics/content-leadership.html", "tier": 4, "discipline": "CS", "solves": [], "methods": [ "Content Team Structure by Stage", "Content Hiring Rubric" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "UX.4.03", "PM.4.01", "MK.4.03" ], "depth": "methods", "keywords": [] }, { "id": "CS.2.04", "title": "Content Localization & Translation", "file": "topics/content-localization-translation.html", "tier": 2, "discipline": "CS", "solves": [], "methods": [ "Localization Readiness Audit", "Translation vs. Transcreation Decision", "Terminology Management" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "PM.3.05", "MK.3.04" ], "depth": "methods", "keywords": [] }, { "id": "CS.3.02", "title": "Content Ops Tooling & CMS Strategy", "file": "topics/content-ops-tooling.html", "tier": 3, "discipline": "CS", "solves": [], "methods": [ "CMS Evaluation Framework", "Headless vs. Traditional Decision" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "PM.2.06" ], "depth": "methods", "keywords": [] }, { "id": "CS.1.01", "title": "Content Strategy Foundations", "file": "topics/content-strategy-foundations.html", "tier": 1, "discipline": "CS", "solves": [ "I need to define a content strategy from scratch for a product or organization", "I want to align content decisions with business goals and user needs", "I need to evaluate whether our content is serving its intended purpose", "I want to build a business case for investing in content", "I need to articulate the difference between content strategy and content marketing" ], "methods": [ "Content Strategy Canvas", "Content Pillar Framework", "Content-Market Fit Assessment", "Content Value Proposition" ], "phase": "discovery", "prerequisites": [], "pairs_with": [ "CS.1.02", "CS.1.03", "CS.2.05" ], "cross_discipline": [ "MK.1.03", "PM.1.01" ], "depth": "framework", "keywords": [ "content strategy", "content pillars", "content-market fit", "content mission", "governance", "content as product", "content ROI", "content value proposition" ] }, { "id": "CS.4.02", "title": "Content Strategy Frameworks", "file": "topics/content-strategy-frameworks-ref.html", "tier": 4, "discipline": "CS", "solves": [], "methods": [ "Brain Traffic Content Strategy Quad", "Content Maturity Assessment" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "depth": "methods", "keywords": [] }, { "id": "CS.3.04", "title": "Content for Conversational Interfaces", "file": "topics/conversational-content.html", "tier": 3, "discipline": "CS", "solves": [], "methods": [ "Conversation Design Framework", "Chatbot Personality Canvas" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "UX.4.02", "UX.3.09" ], "depth": "methods", "keywords": [] }, { "id": "UX.3.09", "title": "Designing for AI Agents", "file": "topics/designing-for-ai-agents.html", "tier": 3, "discipline": "UX", "solves": [ "I need to design a product that works for both human users and AI agents", "I want AI agents to be able to complete tasks in my product reliably", "I need to design graceful handoff points between AI agents and human users", "I want to structure my product's data so AI agents can parse and act on it", "I need to design for a world where users increasingly delegate tasks to AI agents", "I want to build collaborative experiences where humans and AI agents work together" ], "methods": [ "Dual-Audience Design Framework", "Agent-Readable Interface Patterns", "Human-AI Handoff Design", "Agent Task Completion Testing", "Collaborative Actor Mapping" ], "phase": "design", "prerequisites": [ "UX.1.04", "UX.3.01" ], "pairs_with": [ "UX.3.01", "UX.1.07", "UX.1.08", "UX.2.06" ], "cross_discipline": [ "PM.3.01", "CS.2.02", "MK.3.01" ], "depth": "methods", "keywords": [ "AI agents", "dual-audience", "agent-readable", "structured data", "handoff", "machine user", "semantic markup", "schema.org", "collaborative actors", "agent testing", "automation" ] }, { "id": "UX.3.08", "title": "Ecommerce & Transactional UX", "file": "topics/ecommerce-transactional-ux.html", "tier": 3, "discipline": "UX", "solves": [ "I need to design a checkout flow that minimizes abandonment", "I want to optimize product pages for conversion without dark patterns", "I need to design cart and wishlist experiences that support decision-making", "I want to implement trust signals effectively", "I need to handle complex pricing display", "I want to design for guest checkout vs. account creation trade-offs" ], "methods": [ "Product Page Anatomy Framework", "Cart UX Patterns", "Checkout Flow Design", "Guest vs Account Checkout", "Trust Signal Placement", "Price Presentation Guidelines", "Post-Purchase Experience Design" ], "phase": "design", "prerequisites": [ "UX.1.04", "UX.1.05" ], "pairs_with": [ "UX.2.14", "UX.2.12", "UX.1.04" ], "cross_discipline": [ "MK.2.05", "MK.2.06" ], "depth": "methods", "keywords": [ "ecommerce", "checkout", "cart", "product page", "conversion", "trust signals", "pricing", "payment", "guest checkout", "abandonment", "transactional" ] }, { "id": "CS.1.05", "title": "Editorial Operations & Workflow", "file": "topics/editorial-operations.html", "tier": 1, "discipline": "CS", "solves": [ "I need to build an editorial workflow for a content team", "I want to streamline approval processes without sacrificing quality", "I need to manage content production across multiple contributors", "I want to choose and configure a CMS that fits our workflow", "I need to scale content production without proportionally scaling headcount" ], "methods": [ "Editorial Workflow Design", "Approval Chain Optimization", "Content Calendar Architecture", "Content Brief Template", "Content Production Pipeline" ], "phase": "delivery", "prerequisites": [ "CS.1.01" ], "pairs_with": [ "CS.1.01", "CS.1.02" ], "cross_discipline": [ "PM.2.07", "MK.1.03" ], "depth": "methods", "keywords": [ "editorial operations", "workflow", "content calendar", "content brief", "approval chain", "publishing", "production pipeline", "scaling content", "CMS", "editorial" ] }, { "id": "UX.2.14", "title": "Forms & Data Entry", "file": "topics/forms-data-entry.html", "tier": 2, "discipline": "UX", "solves": [ "I need to design a multi-step form that doesn't overwhelm users", "I want to reduce form abandonment rates", "I need to implement inline validation without frustrating users", "I want to handle conditional logic cleanly", "I need to design date inputs, address fields, and other specialized entry patterns", "I want to write error messages that help users recover quickly" ], "methods": [ "Form Structure Framework", "Input Type Selection Matrix", "Inline Validation Patterns", "Multi-Step Form Architecture", "Conditional Logic Design", "Error Prevention Checklist", "Error Message Guidelines", "Form Analytics Setup" ], "phase": "design", "prerequisites": [ "UX.1.04", "UX.1.05" ], "pairs_with": [ "UX.1.04", "UX.1.05", "UX.1.07", "UX.2.05" ], "depth": "methods", "keywords": [ "forms", "data entry", "validation", "inline validation", "multi-step", "error messages", "conditional logic", "input types", "form abandonment", "checkout", "progressive disclosure" ] }, { "id": "CS.3.05", "title": "Multi-Channel Content Orchestration", "file": "topics/multi-channel-orchestration.html", "tier": 3, "discipline": "CS", "solves": [], "methods": [ "Channel Content Matrix", "Cross-Channel Consistency Audit" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "UX.2.06", "MK.2.04" ], "depth": "methods", "keywords": [] }, { "id": "UX.2.15", "title": "Search & Filtering UX", "file": "topics/search-filtering-ux.html", "tier": 2, "discipline": "UX", "solves": [ "I need to design a search experience for a content-heavy product", "I want to implement faceted search and filtering that users actually use", "I need to handle zero-results states gracefully", "I want to design autocomplete suggestions that accelerate finding", "I need to decide between search, browse, and filter as primary discovery patterns", "I want to measure search effectiveness with search analytics" ], "methods": [ "Search/Browse/Filter Decision Framework", "Search UI Pattern Library", "Autocomplete Design Patterns", "Faceted Navigation Design", "Zero-Results Recovery", "Search Analytics Setup" ], "phase": "design", "prerequisites": [ "UX.1.08" ], "pairs_with": [ "UX.1.08", "UX.1.05", "UX.2.05" ], "cross_discipline": [ "CS.1.03" ], "depth": "methods", "keywords": [ "search", "filtering", "faceted navigation", "autocomplete", "zero results", "search analytics", "findability", "discovery", "browse", "filter panel" ] }, { "id": "CS.2.01", "title": "SEO & Content Discoverability", "file": "topics/seo-content-discoverability.html", "tier": 2, "discipline": "CS", "solves": [ "I need to build a content strategy informed by search intent", "I want to design content clusters that build topical authority", "I need to optimize existing content for search without compromising quality", "I want to understand how AI-powered search changes content strategy", "I need to balance SEO requirements with user experience" ], "methods": [ "Search Intent Mapping", "Content Cluster Architecture", "AI Search Readiness Audit" ], "phase": "design", "prerequisites": [ "CS.1.01", "CS.1.03" ], "pairs_with": [ "CS.1.03", "CS.2.05" ], "cross_discipline": [ "MK.2.01" ], "depth": "methods", "keywords": [ "SEO", "content discoverability", "search intent", "content clusters", "topical authority", "AI search", "structured data", "organic", "keyword strategy" ] }, { "id": "CS.1.03", "title": "Structured Content & Content Modeling", "file": "topics/structured-content.html", "tier": 1, "discipline": "CS", "solves": [ "I need to design a content model for a new product or CMS", "I want content that can be reused across channels without duplication", "I need metadata schemas that make content findable and filterable", "I want to structure content so AI systems can parse and use it effectively", "I need to migrate from unstructured to structured content" ], "methods": [ "Content Modeling Workshop", "Metadata Schema Design", "Taxonomy Architecture", "Content Architecture for AI Systems" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [ "CS.1.01", "CS.1.02", "CS.2.01" ], "cross_discipline": [ "UX.1.08", "UX.2.15" ], "depth": "methods", "keywords": [ "structured content", "content model", "metadata", "taxonomy", "schema.org", "COPE", "content types", "AI-ready", "content API", "faceted", "JSON-LD" ] }, { "id": "CS.3.01", "title": "Technical Writing & Documentation", "file": "topics/technical-writing-documentation.html", "tier": 3, "discipline": "CS", "solves": [], "methods": [ "Documentation Architecture", "Documentation Metrics" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "PM.2.05" ], "depth": "methods", "keywords": [] }, { "id": "CS.3.03", "title": "Video, Audio & Visual Content Strategy", "file": "topics/video-audio-visual-strategy.html", "tier": 3, "discipline": "CS", "solves": [], "methods": [ "Video Content Strategy Framework", "Transcript-First Production" ], "phase": "design", "prerequisites": [ "CS.1.01" ], "pairs_with": [], "cross_discipline": [ "MK.1.03" ], "depth": "methods", "keywords": [] }, { "id": "UX.2.16", "title": "UX Roadmapping", "file": "topics/ux-roadmapping.html", "tier": 2, "discipline": "UX", "solves": [ "I need to create a strategic plan for my UX team's future work", "I want to communicate UX priorities to product and engineering partners", "I need a workshop format to create a roadmap collaboratively with my team", "I want to understand the difference between UX roadmaps and product roadmaps", "I need to structure a roadmap that shows problems to solve, not just features to build", "I want to get stakeholder buy-in for UX research and design investments" ], "methods": [ "UX Field Roadmap", "UX Specialty Roadmap", "Roadmap Component Model (UX)", "Single-Workshop Roadmap Creation", "Two-Workshop Roadmap Creation", "PROSPER Benefits Framework" ], "phase": "definition", "prerequisites": [], "pairs_with": [ "PM.1.03", "PM.1.06", "UX.4.03", "UX.1.01" ], "cross_discipline": [ "PM.1.03" ], "depth": "methods", "keywords": [ "UX roadmap", "roadmapping", "field roadmap", "specialty roadmap", "theme", "beneficiary", "need", "business objective", "ownership", "confidence", "now next future", "workshop", "creation process", "PROSPER", "stakeholder", "prioritization", "visualization", "distribution", "UX strategy", "design planning" ] }, { "id": "UX.2.17", "title": "Workshop Facilitation & Design", "file": "topics/workshop-facilitation.html", "tier": 2, "discipline": "UX", "solves": [ "I need to plan and facilitate a workshop for my UX or product team", "I want to know which type of workshop to run at each project stage", "I need activities for generating ideas, exploring options, and prioritizing", "I want to handle dominating participants without creating conflict", "I need a framework for how to structure any workshop from scratch", "I want to improve my facilitation skills and develop as a facilitator", "I need to run effective workshops remotely with distributed teams", "I want to evaluate whether my workshop actually achieved its goals" ], "methods": [ "Open\u2013Explore\u2013Close Model", "FACILITATE Framework", "Post-up", "Brainwriting", "Affinity Diagramming", "Forced Ranking", "Impact/Effort Matrix", "Workshop Design Canvas", "Explain\u2013Execute\u2013Examine", "Assumption Smash", "Missions Mindframes Methods", "Crazy 8s Sketching", "Persona Hats" ], "phase": "all", "prerequisites": [], "pairs_with": [ "UX.1.01", "UX.2.19", "PM.1.06", "UX.2.16" ], "cross_discipline": [ "PM.1.06", "PM.2.11" ], "depth": "methods", "keywords": [ "workshop", "facilitation", "facilitator", "activities", "techniques", "open explore close", "divergent convergent", "constraints", "post-up", "brainwriting", "affinity diagramming", "dot voting", "forced ranking", "impact effort matrix", "NUF test", "$100 test", "discovery workshop", "empathy workshop", "design workshop", "prioritization workshop", "critique workshop", "assumption smash", "crazy 8s", "persona hats", "HIPPO", "ground rules", "workshop design canvas", "running order agenda", "virtual facilitation", "explain execute examine", "parking lot", "icebreaker" ] }, { "id": "UX.4.07", "title": "UX Leadership & Influence", "file": "topics/ux-leadership.html", "tier": 4, "discipline": "UX", "solves": [ "I want to be more effective as a UX practitioner regardless of my title", "I need to create a vision for my UX team", "I want to build UX culture in an organization that doesn't value design", "I need to understand my UX leadership strengths and growth areas", "I want to evangelize UX without alienating stakeholders", "I need to evaluate and improve my own leadership habits", "I want to move from transactional to transformational UX leadership" ], "methods": [ "UX Leadership Strengths Model", "Vision Definition", "UX Team Vision", "Shared Vision Process (Three-Step)", "Vision Board", "Make Your Work Visible", "Share the Ownership of UX", "UX Community of Practice", "Transactional vs. Transformational UX Leadership", "UX Leader Self-Evaluation", "Personal Action Plan", "UX Charisma Practices" ], "phase": "ongoing", "prerequisites": [], "pairs_with": [ "UX.4.04", "UX.4.03", "UX.2.16", "UX.2.17" ], "cross_discipline": [ "PM.1.06", "PM.4.05", "PM.4.06" ], "depth": "methods", "keywords": [ "leadership", "influence", "vision", "evangelism", "culture", "Architect", "Orator", "Interpreter", "Foreperson", "Evangelist", "charisma", "imposter syndrome", "six pillars", "community of practice", "transformational", "self-evaluation" ], "sources": [ "nng" ] }, { "id": "UX.2.18", "title": "Personas & User Segmentation", "file": "topics/personas.html", "tier": 2, "discipline": "UX", "solves": [ "I need to create personas that my team will actually use", "I have lots of user data but no shared understanding of who our users are", "I need to segment users by behavior rather than demographics", "I want to run a lightweight persona workshop to align the team quickly", "I need to determine how much effort to invest in persona creation", "I need to prioritize among multiple personas for design trade-offs", "I want to validate qualitative personas with quantitative data", "I need to communicate and roll out personas so the organization adopts them", "I need to integrate personas into Agile ceremonies and daily workflows", "I want to know when and how to update existing personas", "I need to handle cross-cultural or accessibility considerations in my personas" ], "methods": [ "Effort Spectrum Assessment", "Situational Analysis", "Interview Question Framework", "Attribute Grid Analysis", "Dimension Plotting", "Assumptive Persona Workshop", "Proto-Persona Workshop", "Research-Based Lightweight Personas", "Quantitative Persona Validation", "Persona Deliverable Design", "Persona Prioritization", "Persona Communication Strategy", "Persona-Driven Feature Brainstorm", "Persona-Driven Feature Matrix", "Cognitive Walkthrough with Personas", "Scenario Writing", "Scenario Mapping", "Persona-Agile Integration", "Persona Maintenance Audit", "Cultural Considerations Framework" ], "phase": "discovery", "prerequisites": [], "pairs_with": [ "UX.1.02", "UX.1.03", "UX.2.17", "PM.1.02", "MK.1.07", "UX.4.04", "UX.2.01", "UX.1.04", "UX.2.05" ], "depth": "methods", "keywords": [ "personas", "user segmentation", "behavioral segmentation", "proto-personas", "assumptive personas", "attribute grid", "dimension plotting", "persona creation", "persona workshop", "persona prioritization", "persona communication", "persona maintenance", "feature matrix", "cognitive walkthrough", "scenario writing", "scenario mapping", "latent class analysis", "quantitative validation", "cross-cultural personas", "accessibility personas", "situational analysis", "effort spectrum" ], "cross_discipline": [ "MK.1.07", "PM.1.02" ] } ] }