1. Launch
- Alignment on project roles, goals, participants, and timelines
- Develop research participant criteria
- Recruitment of participants
2. Customer Flow Research
- One-on-one or small group interviews with employees and/or customers to understand key steps, desired gains, and pains during the customer experience
3. Metrics and KPI Research
- Consolidate available data to understand the organization's performance in the delivery of the service
4. Analogs Research
- Consolidate similar customer problems from within and outside the industry for inspiration
5. Collaborative Review Session
- Facilitate a session with team members to discuss the customer value
- Session will stimulate discussion using design thinking and collaborative approaches