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Module 06: Trigger Mapping

Lesson 3: The Five Workshops Overview

Your Roadmap to Strategic Clarity

What This Lesson Does

Before you dive into each workshop, let's step back and see the complete picture. This lesson gives you a comfortable understanding of the entire Trigger Mapping process - what happens, why it happens, and how it all fits together.

You'll learn:

  • The flow of all 5 workshops
  • How each workshop builds on the previous one
  • What you'll create at each stage
  • Why the process works
  • What to expect when working with Saga

Time: 10-12 minutes
Goal: Feel confident and prepared for the workshops ahead

The Big Picture

Trigger Mapping happens through 5 structured workshops facilitated by Saga the Analyst. Think of it as a guided conversation where Saga asks strategic questions and you provide the thinking.

Total time: 60-90 minutes
Format: Conversational - like talking to a strategic consultant
Output: Complete Trigger Map + scored feature list
Your role: Provide strategic insight and make decisions
Saga's role: Ask the right questions, ensure nothing is missed, document everything

Why Five Workshops?

Each workshop answers one critical strategic question:

  1. Workshop 1: Business Goals → "What does winning look like?"
  2. Workshop 2: Target Groups → "WHO will make this happen through their product use?"
  3. Workshop 3: Driving Forces → "What psychology drives their behavior?"
  4. Workshop 4: Prioritization → "What matters most?"
  5. Workshop 5: Feature Impact → "Which features have highest strategic impact?"

Together, they create a complete chain from business goals to feature decisions.

The Flow: How Workshops Connect

Each workshop builds on what came before:

Workshop 1: Business Goals
    ↓
    "To achieve these goals, WHO do we need?"
    ↓
Workshop 2: Target Groups
    ↓
    "What drives THESE people's behavior?"
    ↓
Workshop 3: Driving Forces
    ↓
    "Which groups and drivers matter MOST?"
    ↓
Workshop 4: Prioritization
    ↓
    "Which features address our TOP priorities?"
    ↓
Workshop 5: Feature Impact
    ↓
Strategic Roadmap

The result: Every feature traces back through drivers → groups → goals. No guesswork, no orphaned features.

What You'll Create in Each Workshop

Workshop 1: Business Goals (15-20 min)

You'll define:

  • Vision statement (visionary statement - aspirational)
  • 3-5 strategic objectives (measurable, using SMART method)
  • Connection between aspiration and measurement

Example output:

  • Vision: "Make remote work sustainable and healthy"
  • Strategic Objectives: "5,000 active teams by Q4", "70% retention rate"

Why it matters: Everything traces back to these goals.

Workshop 2: Target Groups (20-25 min)

You'll identify:

  • 3-5 user groups whose product usage drives your success
  • Rich personas with context, goals, frustrations, fears
  • Priority ranking by strategic value

Example output:

  • Group 1: Remote Team Leads (managing 5-10 people, fear team burnout)
  • Group 2: Solo Remote Workers (isolation, need structure)
  • Group 3: Remote Executives (organizational visibility)

Why it matters: Different groups have different psychological drivers. You can't design for everyone.

Workshop 3: Driving Forces (20-30 min)

You'll map:

  • Positive drivers (what users want to achieve)
  • Negative drivers (what users want to avoid)
  • For each prioritized persona

Example output:

  • Positive: "Want to demonstrate effective leadership"
  • Negative: "Fear team burnout without noticing" (often more powerful)

Why it matters: This is the psychology that drives behavior. Design must address both sides.

Workshop 4: Prioritization (15-20 min)

You'll rank:

  • Target groups by strategic value
  • Psychological drivers by emotional intensity
  • Top 5-7 drivers become your scoring criteria

Example output:

  1. Remote Team Leads (highest impact)
  2. Fear of team burnout (most urgent driver)
  3. Want to demonstrate leadership (career driver)

Why it matters: Creates focus. Not everything can be priority #1.

Workshop 5: Feature Impact (20-30 min)

You'll score:

  • 10-20 feature ideas against top drivers
  • Each feature rated 0-3 on each driver
  • Total scores create prioritized roadmap

Example output:

  • Daily team pulse check: 9 points (addresses top fears)
  • Team chat: 3 points (lower strategic impact)

Why it matters: Data-driven roadmap. Every feature justified by strategy.

What Makes This Process Comfortable

It's Conversational

Not this: Fill out complex forms and templates
This: Answer Saga's questions in natural language

Example:

  • Saga: "What's the grand ambition behind this project?"
  • You: "We want to make remote work sustainable and healthy for distributed teams."
  • Saga: "Great. When that vision is being realized, what will we observe in the world?"

It's Guided

You're never stuck wondering:

  • "What should I think about next?"
  • "Am I missing something important?"
  • "Is this specific enough?"

Saga ensures:

  • Nothing is missed
  • Vague answers get challenged
  • Strategic focus is maintained
  • Everything is documented

It's Iterative

You can:

  • Refine answers as you go
  • Come back and adjust
  • Challenge your own assumptions
  • Update as you learn

Not set in stone: The Trigger Map evolves with your understanding.

It's Practical

No theory for theory's sake:

  • Every question has a purpose
  • Every answer informs design
  • Every output is actionable
  • Complete in 60-90 minutes

What to Expect: Your Experience

Before You Start

Preparation:

  • Have your Product Brief handy (reference for context)
  • Set aside 60-90 minutes (can pause between workshops)
  • Be ready to think strategically
  • Don't worry about perfection - you can refine later

During the Workshops

The rhythm:

  1. Saga asks a question
  2. You think and respond
  3. Saga probes deeper or moves forward
  4. Saga documents your answers
  5. Repeat until workshop complete

Your mindset:

  • Be specific (avoid generic statements)
  • Think about real people and real psychology
  • Challenge your assumptions
  • Stay honest about unknowns
  • Connect everything back to business goals

After You Finish

You'll have:

  • Complete Trigger Map (one-page strategic document)
  • Scored feature list (data-driven roadmap)
  • Clear reasoning for every decision
  • Alignment tool for your team
  • Foundation for all design work

Common Questions

"What if I don't know the answer to something?"

That's valuable information. Saga will help you identify:

  • What you need to research
  • What assumptions you're making
  • Where you need user input

It's okay to say: "I'm not sure - we'd need to validate that with users."

"Can I change my answers later?"

Absolutely. The Trigger Map is a living document. As you:

  • Learn from users
  • Test assumptions
  • Gather data
  • Refine strategy

You can update the map. The structure stays, the content evolves.

"What if I have more than 5 target groups?"

Start with 3-5 most strategic. You can:

  • Focus on highest-impact groups first
  • Add more later if needed
  • Combine similar groups

Remember: Trying to serve everyone equally means serving no one well.

"How technical do I need to be?"

Not at all. This is about:

  • Strategic thinking
  • User psychology
  • Business goals
  • Prioritization

Not about: Code, architecture, technical implementation.

How Saga Helps You Succeed

Saga Asks the Right Questions

Structured inquiry:

  • Starts broad, gets specific
  • Challenges vague answers
  • Ensures completeness
  • Maintains strategic focus

Saga Documents Everything

You don't need to:

  • Take notes
  • Format outputs
  • Track what you've covered
  • Remember previous answers

Saga handles: All documentation and organization.

Saga Keeps You on Track

Prevents:

  • Jumping ahead
  • Missing critical steps
  • Getting lost in details
  • Losing strategic thread

Ensures: Logical flow from goals to features.

What's Different from Traditional Approaches

Traditional: Feature Brainstorming

Problem:

  • "What features should we build?"
  • No connection to strategy
  • Loudest voice wins
  • Orphaned features

Trigger Mapping: Strategic Foundation

Approach:

  • "What psychology drives our target users?"
  • Every feature traces to strategy
  • Data-driven decisions
  • Complete traceability

Traditional: Demographic Personas

Problem:

  • "Males 25-40 with college degrees"
  • Doesn't explain behavior
  • Can't design from this

Trigger Mapping: Behavioral Profiles

Approach:

  • "Busy working parents juggling multiple kids' schedules, fearing family conflict"
  • Explains psychology
  • Actionable for design

Traditional: All Features Equal

Problem:

  • "Everything is important"
  • No prioritization
  • Diluted focus

Trigger Mapping: Scored Impact

Approach:

  • Feature A: 9 points (addresses top fears)
  • Feature B: 3 points (nice-to-have)
  • Clear priorities

The Value You Get

Strategic Clarity

Before: "We should probably build X because competitors have it"
After: "Feature X scores 9 because it addresses our #1 persona's top fear, which drives our retention goal"

Team Alignment

Before: Debates about what to build
After: Shared understanding of strategy, priorities, and reasoning

Defensible Decisions

Before: "I think this is important"
After: "Here's the Trigger Map showing why this matters"

Design Confidence

Before: Guessing what users need
After: Knowing what psychology drives behavior

Getting Ready for the Workshops

Mindset

Come with:

  • ✅ Openness to strategic thinking
  • ✅ Willingness to prioritize ruthlessly
  • ✅ Curiosity about user psychology
  • ✅ Commitment to specificity

Leave behind:

  • ❌ Attachment to pet features
  • ❌ "Everyone is our user" thinking
  • ❌ Fear of making choices
  • ❌ Generic "wants" statements

Preparation

Have ready:

  • Your Product Brief (for context)
  • Understanding of business goals
  • Initial thoughts on user groups
  • List of feature ideas (for Workshop 5)

Don't need:

  • Perfect answers
  • Complete certainty
  • Technical details
  • Finished designs

What's Next

The next five lessons dive deep into each workshop:

  • Lesson 4: Workshop 1 - Business Goals (vision + strategic objectives)
  • Lesson 5: Workshop 2 - Target Groups (WHO ensures success)
  • Lesson 6: Workshop 3 - Driving Forces (psychology that drives behavior)
  • Lesson 7: Workshop 4 - Prioritization (what matters most)
  • Lesson 8: Workshop 5 - Feature Impact (scored roadmap)

Each lesson explains:

  • What the workshop does
  • How it works
  • What you'll create
  • Common mistakes to avoid
  • Tips for success

After the lessons: Tutorial 06 walks you through all 5 workshops step-by-step with Saga.

Key Takeaways

✅ 5 workshops, 60-90 minutes - Structured, guided process
✅ Each builds on previous - Logical flow from goals to features
✅ Conversational format - Natural dialogue with Saga
✅ Strategic foundation - Every feature traces to psychology and goals
✅ Practical outputs - Trigger Map + scored feature list
✅ Iterative and refinable - Can update as you learn
✅ No technical skills needed - Strategic thinking only

You're ready. The workshops are designed to guide you through strategic thinking you might not have done before. Trust the process, be specific, and let Saga help you create strategic clarity.

← Back to Module Overview | ← Back to Lesson 2 | Next: Lesson 4 - Workshop 1: Business Goals →

Part of Module 06: Trigger Mapping