A Leaner Canvas for UX Projects

Scope Canvas is a free tool made as a backbone and starting point of our UX and Service Design projects. Join the dozens of startups, corporations and non-profits that use it to align their teams and create better products and services.

Download the printable Canvas (v5.0) Book a workshop with us

Scope Canvas is distributed under the license Creative Commons Attribution-ShareAlike 4.0 International.



Scope Canvas is used and taught in dozens of companies, startups and universities.

Don't we have enough Canvases already?

Scope Canvas draws inspiration from other similar frameworks, like the renowned Business Model Canvas, the Project Canvas or the Validation Board. But it satisfies a different purpose: connect user needs with business goals.

It's amazingly easy to disconnect from the people using your product or service. Behind funnels, conversions, KPI's and customer lifecycles, there are human beings with pains, needs and motivations.. We need a tool that serves us as a constant reminder of that.

Scope Canvas, by itself, is just a way to visualize how the core aspects of any UX or Service Design project interact with each other:

This is how a Scope Canvas looks after a session.

Step 1: Prepare the place

Download the Canvas in PDF, print it big (A0 or A1 work best) and attach it to a wall, ideally where you and your team are working. The recommended number of participants is between 3 and 15, but feel free to include every stakeholder whose vision may help the project.

Give your team sticky notes and sharpies. Allow everyone to put notes on the Canvas. The session should feel like a brainstorming: don't censor or pre-filter ideas.

Step 2: Map the project

Any project can be mapped in function of two variables: market maturity and broadness of scope of this particular project and in relation to other parent or sister projects. Both variables help assess the project and set expectations before filling the Scope Canvas.

Download and print the following map (or draw it on a board), and have your team locate a point in the map that best reflects the project's current situation.

Step 3: Work through every box

Work through the following boxes with your team. Take your time with each: more than meeting a deadline or ticking all the boxes, it's the discussion and the exchange of points of view that adds the most value to the project. The filling order suggested above is a good place to start, but feel free to start with the box that feels the most natural for you.

Purpose
The world needs this because:

The purpose is at the heart of any project and defines the motivation of your team to venture in the proyect. What makes this worth it for you? What moves and motivates you?

The purpose is always a balance between your goals as an organization and your user needs. It´s added value for everyone.

Examples
Needs
Our users need or want:

The needs of our users They are the next most basic and important step for a successful UX project. What problems or unmet opportunities have the potential to meet ?

At this point it´s where the team will spend more time in the field, researching, talking to users, analyzing data and getting in touch with pains, needs and unmet opportunities.

Examples
Goals
Our goals for this project are:

Now it´s time to get back to the inside of the organization. Ask yourselves what you want to accomplish with this project. What is the reason why you are investing money, time and energy in this? What is the priority for the business?

Objectives can be specific improvements (reducing the time of completing a task, increase conversions) or overall consumer satisfaction. The important is that they must satisfy a concrete need of the organization, and at the same time be measurable.

Examples
Actions
We expect our users to

What specific user actions mean conversion to us? How do we know that users are having their needs met? Both questions need to be answered at the same time: if you only focus on conversion and leave aside user needs, they will abandon your product over time.

The actions are objectively observable, as if you were looking at them through a video camera. They translate into a concrete and direct action executed on the product or service.

Examples
Metrics
We'll know if we're doing well by measuring

What will we measure to know if we are doing fine? Metrics allows us to quantify the return on investment of the UX project for the business.

Metrics can be quantitative or qualitative. Not everything is Analytics and hard data; satisfaction surveys or usability measurement tools such as the SUS can also help. If no existing metric suits your needs, create one.

Focus on measuring the specific success of the UX project, user satisfaction and customer loyalty. Frustrating as it may be, keep your attention on what the project actually is capable of changing. Stay away from Vanity Metrics: those that look good but reflect nothing.

Examples

Contact us

Got feedback, want to tell us about your experience using Scope Canvas or want to know how to get the best of it? Let's talk.

info@continuumhq.co