334: Seven Steps Of Highly Effective Journey Mapping
Dec 12, 2023
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Learn the seven steps of effective journey mapping to transform your company's customer experience. Understand the importance of purpose, goals, and broader impact. Explore topics like preparing and planning, ecosystem mapping, prioritization, and driving action. Discover the challenges of making journey maps stick and improvements in tools and digitization.
Effective journey mapping requires purpose, goals, and potential broader impact, along with the seven key steps.
Journey mapping should focus on the customer's journey to identify pain points, highlight opportunities, and improve the overall customer experience.
Deep dives
The Importance of Journey Mapping
Journey mapping is a crucial tool for understanding customer experiences and improving them. Joiner De Cantoneer, an expert in journey mapping, discusses the seven steps of highly effective journey mapping. The process begins with framing the journey mapping effort, creating a sense of urgency, and preparing and planning. The fourth step is to map the journey itself, followed by validating and socializing the map. The next steps involve demonstrating short-term wins and consolidating improvements. It is essential to have a clear purpose, select the right journey to map, and assign metrics and responsibility for action. For those experienced in journey mapping, the focus should be on driving action from the mapping efforts and creating a consolidated roadmap for managing multiple journeys.
What Is a Journey Map and Its Purpose
A journey map is a visual artifact that captures the steps, thoughts, feelings, touchpoints, and interactions of customers as they work towards achieving a goal. It allows organizations to walk in the customer's shoes and understand their experiences. Journey maps rely on personas, which represent specific archetypes or customer segments. The map's focus should be on the customer's journey rather than getting caught up in excessive data or turning it into a process or service map. By keeping the customer's journey at the forefront, organizations can identify pain points, highlight opportunities, and improve the overall customer experience.
Preparation and Planning for Successful Journey Mapping
The preparation and planning phase of journey mapping is crucial for a successful workshop. Organizations should clearly define the journey in customer terms and ensure it is complex enough but can be mapped within the allotted time frame. It is important to identify or create personas tied to specific journeys and determine the use case and audience for the journey map. Inviting the right stakeholders and securing the necessary materials, whether in a face-to-face or virtual setting, is essential. Clear communication to participants, especially new ones, about expectations, processes, and empathy-building exercises is vital for effective mapping.
Driving Action and Momentum from Journey Mapping
Journey mapping should not be viewed solely as a creation of a beautiful artifact but as a means to drive action and improvement. The demonstration of short-term wins is essential to show the value of the journey mapping effort. Identifying feasible improvements, assigning metrics for tracking success, and immediately assigning responsibility for pursuing the wins in the workshop is crucial. Consolidating long-term improvements involves turning journey mapping into a more permanent and structured process known as journey management. This includes embedding responsibility for journeys within the organization, utilizing data and analytics, and creating journey teams or assigning accountability for ongoing improvement.
Journey maps are wildly popular, and for good reason: Done right, they can transform your company’s customer experience and even alter its culture. But producing journey maps won’t change anything unless CX professionals think ahead about purpose, goals, and potential broader impact and follow the seven key steps of effective journey mapping. Forrester VP and Principal Analyst Joana de Quintanilha joins to discuss how to align your journey mapping efforts with your overall CX strategy. Listen as we run through seven steps to do journey mapping right — whether to design customer-centric experiences, or align employees and cultures to customer needs.
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