SUMMARY
Purpose: Define a clear product vision and align the teamâs UX strategy with business goals through tangible design milestones and roadmap planning.
Design Thinking Phase: Define
Time: 60â90 min workshop + 2â4 hours documentation
Difficulty: ââ
When to use:When a product is entering a new strategic phase or launch windowWhen stakeholder alignment around UX strategy is fragmentedWhen design teams need clarity on quarterly or annual focus areas
What it is
A Vision & Roadmap session is a strategic design activity that aligns the team around a shared product vision and breaks it down into a prioritised UX roadmap. It defines what success looks like for users and how design can progressively deliver on that experience across time.
đş Video by NNgroup. Embedded for educational reference.
Why it matters
A shared UX roadmap keeps everyone alignedâfrom C-suite to sprint teams. Without it, design efforts drift or become reactive. Vision & Roadmap sessions help product and design work toward meaningful outcomes with clarity, structure, and focus. They bridge strategic thinking and tangible product goals.
When to use
- At the start of a new product cycle or pivot
- During annual planning or quarterly roadmap definition
- After usability or research reveals a major user pain point needing strategic redesign
Benefits
- Rich Insights: Helps uncover user needs that arenât visible in metrics.
- Flexibility: Works across various project types and timelines.
- User Empathy: Deepens understanding of behaviours and motivations.
How to use it
Run a Vision & Roadmap workshop with key designers, product managers, engineers, and stakeholders. Lead the team through the following activities:
- Review Current State: Discuss whatâs working, whatâs not, and what users are asking for. Pull insights from research and data.
- Define the UX Vision: Articulate a future state narrative. Describe what a delightful and impactful user experience looks like.
- Identify Success Criteria: What does success mean for users and the business? Define outcomes, signals, and metrics.
- Align Cross-Functionally: Integrate product and engineering milestones already in motion or planned.
- Map the Road Ahead: Break the UX vision into phases or feature groups over time (e.g., Q1âQ4, V1/V2, AlphaâMVP). Include design goals and dependencies.
- Visualise It: Document as a shareable roadmap using clear labels (e.g., âReduce support calls by redesigning Help flow â Q2â). Prioritise human impact just as much as technical delivery.
Example Output
UX Vision: âHelp new users feel confident and supported within their first 2 sessions.â
Strategic Design Goals Q2âQ4:
- Q2: Redesign onboarding flow to clarify setup steps and eliminate friction
- Q3: Launch contextual in-app guidance based on behavioural triggers (e.g., empty states)
- Q4: Introduce a help centre carousel above footer on key task pages for just-in-time support
Common Pitfalls
- Too vague or visionary: Over-indexing on âdream stateâ UX concepts without a plan for feasibility and iteration
- No stakeholder input: Creating a design roadmap in a silo leads to misalignment and rework
- No ownership: Not assigning roles or next steps post-session results in the roadmap collecting dust
10 Design-Ready AI Prompts for Vision & Roadmap â UX/UI Edition
How These Prompts Work (C.S.I.R. Framework)
Each of the templates below follows the C.S.I.R. method â a proven structure for writing clear, effective prompts that get better results from ChatGPT, Claude, Copilot, or any other LLM.
C.S.I.R. stands for:
- Context: Who you are and the UX situation you're working in
- Specific Info: Key design inputs, tasks, or constraints the AI should consider
- Intent: What you want the AI to help you achieve
- Response Format: The structure or format you want the AI to return (e.g. checklist, table, journey map)
Level up your career with smarter AI prompts.Get templates used by UX leaders â no guesswork, just results.Design faster, research smarter, and ship with confidence.First oneâs free. Unlock all 10 by becoming a member.
Prompt Template 1: âDefine a cross-functional UX Vision Statement:â
Define a cross-functional UX Vision Statement:
Context: You are a Senior Product Designer leading innovation on a [complex SaaS workflow tool].
Specific Info: Recent research highlights [onboarding friction] and [first-time user confusion]. The team has goals involving [user retention] and [support ticket reduction].
Intent: Craft an inspiring yet actionable UX vision statement that aligns with cross-functional goals and guides roadmap planning.
Response Format: Output a single paragraph UX vision, followed by 3 core design principles and examples per principle.
If the value prop or key personas are unclear, ask clarifying questions.
Offer a follow-up idea to align this vision with engineering or product planning.