414 lines
11 KiB
Markdown
414 lines
11 KiB
Markdown
# Module 06: Trigger Mapping
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## Lesson 10: The Visual Trigger Map
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**Your One-Page Strategic Document**
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---
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## What Is the Trigger Map?
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The Trigger Map is a visual diagram that shows the strategic connections between:
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- **Business Goals** (center) - What you need to achieve
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- **Target Groups** (radiating out) - Who can help you achieve it
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- **Usage Goals** (connected to each group) - What drives their behavior
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**It's a one-page strategy document that everyone can understand.**
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---
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## Why Visual Matters
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### The Problem with Text Documents
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Traditional strategy documents:
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- 20+ pages of text
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- Nobody reads them completely
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- Hard to see connections
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- Difficult to reference quickly
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- Become outdated and ignored
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### The Power of Visual
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A Trigger Map:
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- ✅ One page, scannable in 30 seconds
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- ✅ Shows strategic connections visually
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- ✅ Easy to reference during design
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- ✅ Stakeholders understand immediately
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- ✅ Stays relevant as features evolve
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**Visual = Accessible = Actually Used**
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---
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## The Structure
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**The Trigger Map flows horizontally from left to right in four layers:**
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### Layer 1: Business Goals (Left)
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**What it shows:**
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- Vision statement(s) - inspirational direction
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- 3-5 strategic objectives - measurable targets
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- Multiple goals can feed into the product
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**Visual cues:**
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- Blue boxes on the left
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- Clear hierarchy of goals
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- All connect to the product/solution
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### Layer 2: Product/Solution (Center)
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**What it shows:**
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- Product name
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- Brief description of what it does
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- Central hub of the map
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**Why it's central:**
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- Connects business goals to users
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- Shows what you're building
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- Everything flows through here
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### Layer 3: Target Groups (Middle-Right)
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**What it shows:**
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- 3-5 prioritized personas
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- Priority indicators (👥 primary, 👤 secondary)
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- Connected from the product
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**Visual cues:**
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- Orange boxes
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- Emoji indicators show priority
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- Lines connect from product to each group
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### Layer 4: Usage Goals (Right)
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**What it shows:**
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- **Positive drivers** (✅ green) - What they want to achieve
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- **Negative drivers** (❌ red) - What they want to avoid
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- Separated into distinct boxes per target group
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**Visual organization:**
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- Green boxes for positive drivers
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- Red boxes for negative drivers
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- Each target group has both types
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- Top drivers emphasized
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---
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## Generic Example Structure
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```
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GOALS PRODUCT TARGET GROUPS DRIVERS
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───────────────────── ─────────────────── ─────────────────── ────────────────────
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[BUSINESS GOAL 1] [PRODUCT/ [👥 PRIMARY [✅ POSITIVE]
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Vision Statement 1 ──→ SOLUTION ──────→ TARGET GROUP] ───→ • Positive Goal 1
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Strategic Obj 1-3 Name & Brief profile • Positive Goal 2
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Description │
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[BUSINESS GOAL 2] │ [❌ NEGATIVE]
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Vision Statement 2 ──→ └─────────────→ • Negative Goal 1
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Strategic Obj 1-3 • Negative Goal 2
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[👤 SECONDARY [✅ POSITIVE]
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────→ TARGET GROUP] ─────→ • Positive Goal 1
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Brief profile • Positive Goal 2
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│
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│ [❌ NEGATIVE]
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└─────────────→ • Negative Goal 1
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• Negative Goal 2
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```
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---
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## How to Read the Map
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### Following the Strategic Chain
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**Start at center:**
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"We want to achieve [business goal]"
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**Move to groups:**
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"[Target group] can help us achieve this"
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**Look at drivers:**
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"They're motivated by [positive drivers] and avoiding [negative drivers]"
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**Design implication:**
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"So we should build features that address their top drivers"
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### Generic Example Walkthrough
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**Center:** "Achieve 10,000 active users by Q4"
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**Group 1:** "Remote team leads" (Priority #1)
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**Top positive driver:** "Want to demonstrate effective leadership"
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**Top negative driver:** "Fear team burnout without noticing"
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**Design insight:** "Build features that help leaders monitor team health and take action - this serves both their drivers AND our user growth goal"
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---
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## What Makes a Good Trigger Map
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### Clarity
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**Good:**
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- Clear hierarchy (what's most important)
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- Specific drivers (not generic wants)
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- Visual connections obvious
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- Scannable in under a minute
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**Bad:**
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- Everything seems equal priority
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- Vague statements
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- Cluttered with too much detail
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- Requires explanation to understand
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### Actionability
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**Good:**
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- Designers can reference it for decisions
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- Clear which drivers to address first
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- Obvious connections to features
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- Guides prioritization
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**Bad:**
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- Too abstract to guide design
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- No clear priorities
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- Doesn't connect to actual features
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- Purely theoretical
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### Longevity
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**Good:**
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- Focuses on strategy, not features
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- Stays relevant as product evolves
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- Updated only when strategy changes
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- Long-term reference document
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**Bad:**
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- Includes specific features (becomes outdated)
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- Needs constant updating
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- Tied to current implementation
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- Becomes obsolete quickly
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---
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## How Teams Use the Trigger Map
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### Designers
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**Use it to:**
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- Guide every design decision
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- Validate feature ideas
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- Prioritize design work
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- Explain design rationale
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**Example:**
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"Should we add this feature? Let me check the Trigger Map... Yes, it addresses the top negative driver for our #1 target group."
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### Developers
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**Use it to:**
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- Understand the "why" behind features
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- Make implementation trade-offs
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- Suggest technical alternatives
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- Stay aligned with strategy
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**Example:**
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"This technical approach would be faster but wouldn't address the key driver. Let's find a solution that serves the strategy."
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### Product Managers
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**Use it to:**
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- Prioritize roadmap
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- Evaluate feature requests
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- Communicate strategy
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- Make scope decisions
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**Example:**
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"This stakeholder request doesn't connect to any of our top drivers. Let's deprioritize it."
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### Stakeholders
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**Use it to:**
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- Understand strategic direction
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- See how decisions connect to goals
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- Provide informed feedback
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- Trust the process
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**Example:**
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"I can see how this feature addresses the fear of [negative driver] for our top group. That makes sense."
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---
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## Creating Your Map
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### Tools
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**Simple options:**
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- Pen and paper (sketch it first)
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- Whiteboard (team workshops)
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- Miro or FigJam (digital collaboration)
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- Markdown with indentation (text-based)
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**What matters:**
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- Visual hierarchy is clear
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- Connections are obvious
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- Easy to reference
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- Team can access it
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### Process
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**During Workshop 2-4:**
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- Saga helps you build it iteratively
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- Start with goals
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- Add groups
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- Add drivers
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- Refine and prioritize
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**After workshops:**
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- Create clean visual version
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- Share with team
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- Post where everyone can see
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- Reference in all design discussions
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---
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## Keeping It Current
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### When to Update
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**Update when:**
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- ✅ Business goals change significantly
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- ✅ New user research reveals different drivers
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- ✅ Strategic priorities shift
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- ✅ New target group becomes important
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**Don't update when:**
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- ❌ Features change (map is strategy, not features)
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- ❌ Minor tweaks to objectives
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- ❌ Tactical decisions
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- ❌ Short-term experiments
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### Living Document Approach
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**The map should:**
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- Be referenced weekly in design discussions
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- Be updated quarterly (or when strategy shifts)
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- Be visible to entire team
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- Be the source of truth for strategic decisions
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**It should NOT:**
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- Be created once and forgotten
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- Be updated constantly
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- Include implementation details
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- Replace other documentation
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---
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## The Power of One Page
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### Why One Page Matters
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**Cognitive load:**
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- Humans can't hold complex strategy in working memory
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- One page = graspable at a glance
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- Visual connections = easier to remember
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**Accessibility:**
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- Everyone can understand it
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- No special training needed
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- Quick reference during meetings
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- Easy to share
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**Alignment:**
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- Entire team sees same picture
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- Reduces misunderstandings
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- Creates shared language
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- Builds strategic consensus
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---
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## Common Mistakes
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### Mistake 1: Too Much Detail
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**Problem:** Map becomes cluttered and unusable
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**Solution:** Keep it strategic - details go in supporting docs
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### Mistake 2: Including Features
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**Problem:** Map becomes outdated as features change
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**Solution:** Features are scored separately (Workshop 5)
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### Mistake 3: No Visual Hierarchy
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**Problem:** Everything seems equally important
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**Solution:** Use size, color, position to show priority
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### Mistake 4: Creating It Once and Forgetting
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**Problem:** Map doesn't guide actual decisions
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**Solution:** Reference it constantly, update when strategy shifts
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### Mistake 5: Making It Too Pretty
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**Problem:** Spending hours on design instead of strategy
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**Solution:** Clarity > beauty. Sketch is fine.
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---
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## The Strategic Conversation
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The real value isn't the map itself - it's the strategic conversation that creates it.
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**The map is:**
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- A record of strategic thinking
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- A tool for alignment
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- A guide for decisions
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- A living reference
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**The conversation is:**
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- Where insights emerge
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- Where assumptions are challenged
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- Where priorities become clear
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- Where strategy is forged
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**Both matter. The map captures the conversation so you don't lose it.**
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---
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## What You'll Learn Next
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The final lesson covers Feature Impact Scoring - how to systematically evaluate and rank features based on your Trigger Map. This is where strategy becomes actionable roadmap.
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---
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## Key Takeaways
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✅ **One-page visual document** - Scannable, accessible, actually used
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✅ **Shows strategic connections** - Goals → Groups → Drivers
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✅ **Guides all design decisions** - Reference it constantly
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✅ **Stays relevant** - Focuses on strategy, not features
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✅ **Creates team alignment** - Everyone sees same strategic picture
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✅ **Living document** - Update when strategy shifts, not when features change
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---
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## Reflection Questions
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1. How would having a one-page strategy map change your design process?
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2. What strategic decisions could you make faster with this reference?
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3. How would this help align your team around priorities?
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---
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[← Back to Module Overview](module-06-overview.md) | [← Back to Lesson 9](lesson-09-positive-negative-drivers.md) | [Next: Lesson 11 - Feature Impact Scoring →](lesson-11-feature-impact-scoring.md)
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*Part of Module 06: Trigger Mapping*
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