Service Experience Observation Sheet
Ever had a service experience that was quite memorable for you? What was it about that experience that made it memorable?
This sheet helps participants reflect on a recent service experience at a shop, location, or service point and identify the qualities that made this experience memorable. Observations are focused on the following:
Wayfinding
Ambiance
Layout, Flow, and Traffic
Signage and Labels
Guests and Visitors
Transactions and Service Delivery
Accessibility Options
Quality and Satisfaction
This tool is perfect for teams that are looking to build their service principles and philosophies by taking learnings from both good and bad service experiences.
An example is also provided on the board to serve as a guide on how to fill out the sheet. You can also see a content library that contains example answers to the components in the sheet.
After participants have filled out their sheets, a group discussion is encouraged to synthesize key learnings and align on the principles that make up great service experiences.
This template was created by Aryanna Martin.
Get started with this template right now.
Experience Mapping Template
Works best for:
Desk Research, Mapping
Plan your product according to your customer’s needs and desires with the Experience Map Template. Bring a customer-centric approach to product development and branding.
Website Flowchart Template
Works best for:
Flowcharts, Mapping, User Experience
A website flowchart, also known as a sitemap, maps out the structure and complexity of any current or future website. The flowchart can also help your team identify knowledge gaps for future content. When you’re building a website, you want to ensure that each piece of content gives users accurate research results based on keywords associated with your web content. Product, UX, and content teams can use flowcharts or sitemaps to understand everything contained in a website, and plan to add or restructure content to improve a website’s user experience.
Design Critique Template
Works best for:
UX Design
If you are a designer or part of a design team, a design critique session is one of the best ways to get actionable feedback and improve your design thought process. Use the Design Critique Template to guide you and your team through the session and make sure your design solutions reach the desired outcomes.
Empathy Map by Medicenjuande
Works best for:
Market Research, Research & Design
Empathy Map template provides a clear way to visualize user insights. By understanding what users think, feel, and experience, you can design products that truly resonate. This template is perfect for UX teams focused on user-centered design.
Moderated Usability Testing Template
Works best for:
Design
Encouraging individuals to express their implicit ideas helps identify the strengths and weaknesses of a design, and Moderated Usability Testing Template provides valuable perspectives. Typically, conducting only six to nine of these tests uncovers 80% of design issues, making it a cost-effective method to enhance potential solutions.
Storyboard for Product Development Template
Works best for:
Storyboard
Plan your product’s journey from concept to market with the Storyboard for Product Development template. It outlines every stage of development, including ideation, research, design, testing, and launch. This template promotes clarity, resource planning, and effective communication across teams, making it perfect for product managers and developers who need a comprehensive roadmap to bring innovative ideas to life.