KNOWLEDGE NOTES

Knowledge Notes

Explore curated knowledge, course notes and methods, with their existing content and sources preserved.

This index lists complete English editions. Additional Chinese notes and bilingual updates remain available in the Chinese index.

350knowledge notes
Product Design & UX / NNGroup User Experience

NNGroup UX Strategy · Roadmap · Maps · Risk & Debt · Retrospective · Stakeholders (21 articles · UX Strategy/Three Stages of Complex Applications/CASTLE/Mood Board · Roadmap Roles & Timing + 5 Prioritization Methods + Pareto · Interactive Maps/Asset Mapping/Journey Map Creation Time 73.8h/Skill Map · 6-Step Design Risk + UX Debt + Breakage Tracking RAS · 4-Step Retrospective/7 Elements of Postmortem · Stakeholder Power-Interest Matrix + Interviews + Cross-Team + RACI + Scrum Responsibilities)

21 curated articles from Nielsen Norman Group's organization and design process subset, with the core thread being how UX teams turn strategy into executable work. ① UX Strategy: Three stages of complex application design (Understand/Explore/Materialize), CASTLE framework for work software evaluation (Cognitive load/Advanced feature usage/Satisfaction/Task efficiency/Learnability/Errors, addressing the failure of the HEART framework for mandatory enterprise software), Mood Board (4-5 keywords + visual collage to define visual direction). ② Roadmap: Roadmap vs project plan (strategic questions vs execution tasks), three layers of scope (product/domain/initiative), who builds it and when (annual planning is most common · 34% take over 1 week · monthly updates · three-column storytelling presentation), 5 prioritization methods (Impact-Effort Matrix/IDEO's Feasibility-Desirability-Viability/RICE/MoSCoW/Kano), Pareto 80/20 rule to focus on the critical 20%. ③ UX Maps: 7-8 steps for interactive maps in Figma, Asset Mapping (omnichannel consistency, low effort), journey map creation time (survey of 343 people · total 73.8h ≈ two weeks · research-first vs assumption-first, 62% are assumption-first · assumption-first does not save time), Skill Mapping (radar chart scored 1-5 to identify skill gaps and single points of failure). ④ Risk and Debt: 6-step design risk (risk = probability × impact · risk matrix · mitigation measures), 4-step UX Debt (acknowledge/track/communicate/repair · allocate story points each sprint), Track Breakage (data → finding → insight → recommendation value chain · RAS adoption rate formula = Adoption×0.5 + Fidelity×0.3 + Impact×0.2). ⑤ Retrospective: 4-step Retrospectives (what went well/what to improve/action plan · sailboat metaphor · psychological safety), 7 elements of Project Postmortems (right people 6-10/success criteria/psychological safety/root cause 5 Whys/actionable outputs/owner + deadline/2-3 page archive). ⑥ Stakeholders: Mendelow Power-Interest Matrix (manage closely/keep satisfied/keep informed/monitor + attitude dimension), Stakeholder Interviews (semi-structured · as early as possible · simple collation for ≤5 people, thematic analysis for >5 people), cross-research team collaboration (UX as the central data hub), RACI responsibility matrix, UX responsibilities in 5 Scrum events. Audience = product managers, terms explained in industry language, decision-oriented (when to use/how to choose/counterexamples).

UX StrategyRoadmapUX DebtEnglish edition
Product Design & UX / NNGroup User Experience

NNGroup UX: Influencing Upward, Metrics, Strategic Tools, Roadmaps, Careers (13 Articles: Proving UX Value Upward — How to Sell UX "If…Then…" Formula, Rhetorical Triangle ethos/pathos/logos, UX & Marketing Collaboration / UX Metrics Workshop Aligning with Organizational Goals, UX Goals vs OKRs vs KPIs, CASTLE 6 Dimensions for Mandatory-Use Software / Stakeholder Analysis Power-Interest Matrix + Attitude, SWOT Four Quadrants / Roadmap 6 Steps, 5 Prioritization Methods, Journey Map Time Investment 73.8h / Career STAR, METEOR Interview, Portfolio)

13 curated articles from Nielsen Norman Group’s "Managing UX Teams" collection, covering upward influence, metrics, strategic tools, roadmaps, and individual careers (two duplicate versions of the Rhetorical Triangle article from the original source have been merged). Five core themes: ① Proving UX value to stakeholders — How to Sell UX uses the structure "If we build W (solution), then we will solve X (problem); to do this we need Y (resources), resulting in Z (business benefit)" to translate user language into business language (save $5 per call × 1000 calls = $5000, sign-up rate +10% → $2000/month, bounce rate -20% → $50,000 CLV); the Rhetorical Triangle of ethos (credibility)/logos (logic)/pathos (emotion) (Aristotle, case example: 60% checkout abandonment rate vs competitors’ 30%); similarities, tensions, and 4 collaboration strategies between UX and Marketing. ② UX metrics — workshop for aligning metrics with organizational goals (3–4 hours, three pitfalls: vanity metrics, siloed metrics, noise metrics; 8 metric flashcards: conversion rate, completion rate, task time, success rate, SUS, satisfaction, confidence, knowledge check); UX Goals (qualitative vision) vs OKRs (objective + quantified key results) vs KPIs (ongoing pulse, journey completion rate 25%→40%); the CASTLE framework purpose-built for mandatory work software (cognitive load, advanced feature usage, satisfaction, task efficiency, learnability, error rate), filling the gap where Google HEART fails in forced-use scenarios. ③ Strategic tools — stakeholder analysis (Mendelow Power-Interest Matrix four quadrants: Manage Closely / Keep Satisfied / Keep Informed / Monitor, plus attitude dimension: current vs desired); SWOT Strengths/Weaknesses/Opportunities/Threats (internal/external × positive/negative, HiPPO bias, STEEPLE extension). ④ Roadmaps — 6 steps (define goals → gather inputs → create themes (beneficiaries/needs/business goals) → prioritize → visualize → update regularly); 5 prioritization methods (Impact-Effort Matrix: quick wins/big bets/money pits/fill-ins; Desirability-Feasibility-Viability scorecard from IDEO; RICE = R×I×C÷E from Intercom; MoSCoW; Kano); journey map time investment survey (343 respondents, average 73.8 hours ≈ two weeks, 87 hours at large companies vs 64.9 hours at small companies). ⑤ Individual careers — STAR for interviews (behavioral questions, used by 80% of teams) and METEOR (situational questions, used by 63%); do’s and don’ts for portfolio case studies. Audience: non-technical product managers; all jargon explained in context, decision-oriented (when to use, how to choose, counterexamples), all numeric values preserved.

UX StrategyStakeholdersCareer developmentEnglish edition