297 lines
9.1 KiB
Markdown
297 lines
9.1 KiB
Markdown
# Strategic Design Models
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Foundational frameworks from thought leaders that inform WDS methodology.
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---
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## What This Folder Contains
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**Models** are external frameworks created by industry pioneers. These are NOT Whiteport inventions - they're time-tested approaches we've adapted and integrated into our methods.
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Each model includes:
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- What it is and why it matters
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- Full attribution to original creators
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- Source materials (books, articles, videos)
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- How WDS methods harness it
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- Practical examples and applications
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---
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## Available Models
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### [Customer Awareness Cycle](./customer-awareness-cycle.md)
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**By:** Eugene Schwartz (1966)
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**Core Idea:** Meet users where they are in their awareness journey (Unaware → Problem Aware → Solution Aware → Product Aware → Most Aware)
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**Applied in WDS:**
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- Scenario definition (where user starts/ends)
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- Content strategy (matching depth to awareness)
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- Messaging hierarchy
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**When to Use:** Positioning content, defining scenario goals, structuring communication
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---
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### [Impact/Effect Mapping](./impact-effect-mapping.md)
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**By:** Mijo Balic & Ingrid Domingues (inUse), popularized by Gojko Adzic
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**Core Idea:** Visual strategic planning connecting business goals → actors → behavioral impacts → deliverables
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**Applied in WDS:**
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- Trigger Mapping (Whiteport's enhanced adaptation)
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- Strategic alignment from why to what
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**When to Use:** Strategic planning, feature prioritization, aligning team on goals
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---
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### [Golden Circle](./golden-circle.md)
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**By:** Simon Sinek (2009)
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**Core Idea:** Inspire action by communicating WHY → HOW → WHAT (inside-out), not outside-in
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**Applied in WDS:**
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- Product Brief discovery conversations
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- Messaging hierarchy and positioning
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- Stakeholder alignment
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- Content structure
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**When to Use:** Defining product purpose, structuring communication, conducting discovery
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---
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### [SMART Method](./smart-goals-model.md)
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**By:** George T. Doran (1981)
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**Core Idea:** A framework for expressing measurable, achievable objectives using five criteria: Specific, Measurable, Achievable, Relevant, and Time-bound.
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**Applied in WDS:**
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Used in Trigger Mapping Workshop 1 to transform vision (visionary statements) into strategic objectives. Ensures business objectives are measurable and trackable.
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**When to use it:** When defining strategic objectives that need to be measurable and actionable.
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**Reference:** [SMART Method Reference](smart-goals-model.md)
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---
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### [Action Mapping](./action-mapping.md)
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**By:** Cathy Moore (2008+)
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**Core Idea:** Focus on what people DO (actions), not what they KNOW (information). Design practice, not presentations.
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**Applied in WDS:**
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- Scenario design (action-oriented)
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- Onboarding flows (guided practice)
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- Help documentation (task-focused)
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- Component specifications (enabling action)
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**When to Use:** Designing scenarios, onboarding, help systems, any behavior change context
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---
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### [Kathy Sierra Badass Users](./kathy-sierra-badass-users.md)
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**By:** Kathy Sierra (2000s-2015)
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**Core Idea:** Don't make a better product. Make users better at what they want to do. Focus on user capability.
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**Applied in WDS:**
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- Component design (making users feel capable)
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- Microcopy (building confidence, not just informing)
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- Interaction patterns (reducing cognitive load)
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- Success/error messaging (celebrating/guiding)
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**When to Use:** Any design decision - always ask "Does this make the user feel capable?"
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---
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### [Getting Things Done (GTD)](./gtd-getting-things-done.md)
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**By:** David Allen (2001)
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**Core Idea:** Your mind is for having ideas, not holding them. Capture everything, then process and act systematically.
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**Applied in WDS:**
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- **2-Minute Rule:** If it takes < 2 minutes, do it now (don't plan trivial tasks)
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- Agent Dialogs as capture system (externalize all ideas)
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- Change Requests as "Someday/Maybe" list
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- Session Start Protocol as weekly review concept
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**When to Use:** Deciding whether to plan or act, managing task complexity, avoiding planning overhead
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---
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## Models vs. Methods
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### Models (This Folder)
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**What:** External frameworks from thought leaders
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**Purpose:** Foundational knowledge
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**Attribution:** Full credit to original creators
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**Content:** What it is, why it matters, how to use it
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**Location:** `docs/models/`
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### Methods (Method Folder)
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**What:** Whiteport's instruments and processes
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**Purpose:** Practical application
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**Attribution:** Derived from models (with credit)
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**Content:** Step-by-step how-to, integration into WDS
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**Location:** `docs/method/`
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**Example:**
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- **Model:** Impact/Effect Mapping (Adzic/inUse)
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- **Method:** Trigger Mapping (Whiteport's adaptation)
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---
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## How These Models Work Together
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### In Product Discovery
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**Golden Circle** → Structure discovery conversations (WHY → HOW → WHAT)
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**Impact/Effect Mapping** → Map strategic connections
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**Customer Awareness** → Position target users
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**Result:** Product Brief with purpose, strategy, and positioning
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### In Trigger Mapping
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**Impact/Effect Mapping** → Core structure (Goals → Users → Impacts)
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**Customer Awareness** → Add awareness positioning
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**Golden Circle** → Understand user's WHY (driving forces)
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**Result:** Trigger Map connecting business goals to user psychology
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### In Scenario Design
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**Action Mapping** → Focus on what users DO
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**Customer Awareness** → Define awareness progression
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**Kathy Sierra** → Make users feel capable
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**Result:** Scenarios that change behavior and build confidence
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### In Component Design
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**Kathy Sierra** → User capability focus
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**Action Mapping** → Enable action, not just display
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**Customer Awareness** → Match content depth to user
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**Result:** Components that make users feel awesome
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---
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## Using These Models
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### 1. Learn the Model
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Read the model guide to understand:
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- Core concepts
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- Why it was created
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- How it works
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### 2. See WDS Application
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Each model guide shows how Whiteport methods harness it. Follow those links to see practical integration.
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### 3. Apply in Your Work
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Use the templates and examples to apply the model in your projects.
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### 4. Combine Multiple Models
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Most powerful when used together. Each model addresses different aspects of strategic design.
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---
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## Recommended Reading Order
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### For Beginners
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1. **Golden Circle** - Easiest to grasp, immediately applicable
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2. **Customer Awareness Cycle** - Changes how you see content
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3. **Action Mapping** - Shifts focus to behavior
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4. **Kathy Sierra Principles** - Deepens UX thinking
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5. **Impact/Effect Mapping** - Strategic planning foundation
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### For Strategic Planning
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1. **Impact/Effect Mapping** - Core strategic framework
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2. **Golden Circle** - Purpose and communication
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3. **Customer Awareness Cycle** - User positioning
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### For UX Design
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1. **Kathy Sierra Principles** - User capability focus
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2. **Action Mapping** - Behavior over information
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3. **Customer Awareness Cycle** - Content depth matching
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### For Content Creation
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1. **Customer Awareness Cycle** - Positioning content
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2. **Golden Circle** - Structure and hierarchy
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3. **Kathy Sierra Principles** - Building confidence
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---
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## Attribution and Gratitude
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These models represent decades of insight from brilliant thinkers who've shaped how we approach design and strategy:
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- **Eugene Schwartz** - Understanding awareness and positioning
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- **Mijo Balic & Ingrid Domingues** - Connecting goals to user behavior
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- **Gojko Adzic** - Making strategic planning accessible
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- **Simon Sinek** - Teaching us to start with WHY
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- **David Allen** - Systematic productivity and the 2-minute rule
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- **George T. Doran** - Creating measurable, achievable objectives
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- **Cathy Moore** - Focusing on action over information
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- **Kathy Sierra** - Championing user capability
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**Whiteport stands on the shoulders of giants. We're grateful for their contributions to the field.**
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---
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## Contributing to This Collection
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Have a model you think should be included? Consider these criteria:
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**Inclusion Criteria:**
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- External (not created by Whiteport)
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- Well-documented by original creator
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- Time-tested (proven over years)
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- Applicable to strategic design
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- Influences WDS methodology
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- Proper attribution possible
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**Doesn't Include:**
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- Whiteport-created methods (those go in `method/`)
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- Temporary trends or fads
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- Frameworks without clear attribution
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- Overly niche or specialized concepts
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---
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## External Resources
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Want to dive deeper? Each model guide includes books, articles, videos, and websites from the original creators. Start there for comprehensive understanding.
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**Quick Links:**
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- [ImpactMapping.org](https://www.impactmapping.org) - Impact Mapping resources
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- [Blog.Cathy-Moore.com](https://blog.cathy-moore.com) - Action Mapping blog
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- [SimonSinek.com](https://simonsinek.com) - Golden Circle resources
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- Eugene Schwartz's "Breakthrough Advertising" (book)
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- Kathy Sierra's "Badass: Making Users Awesome" (book)
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---
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## Related Documentation
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- **[WDS Method Guides](../method/)** - How Whiteport applies these models
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- **[Learn WDS Course](../learn-wds/)** - Step-by-step learning path
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- **[Examples](../examples/)** - See models in action
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- **[Getting Started](../getting-started/)** - Quick start with WDS
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---
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*Strategic Design Models - Standing on the shoulders of giants.*
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