Success Metrics
There are two formatting options available. The tradition desired outcome statement is a structure used in the Outcome-Driven Innovation methodology. Since many stakeholders - especially when involved with marketing or UX teams - push back on the utilitarian nature of desired outcomes statements since people don’t talk like that, the alternative is a natural language structure that gets to the heart of the outcome and tries to avoid tasks and activities where feasible.
This catalog contains 20 potential metrics using each formatting option. You will likely need to reduce this set for a survey. The number of statements that have been generated is arbitrary and can be expanded to accommodate your needs.
Desired Outcome Statements (ODI)
- Minimize the time it takes to register the product for warranty or support services, e.g., online registration, warranty activation, etc.
- Minimize the time it takes to access customer support for post-purchase inquiries, e.g., troubleshooting, product usage guidance, etc.
- Minimize the time it takes to receive and process any necessary product updates or upgrades, e.g., software updates, accessory additions, etc.
- Minimize the time it takes to understand and utilize all product features and functions, e.g., user guides, tutorial videos, customer forums, etc.
- Minimize the time it takes to integrate the product into existing routines or systems, e.g., setup processes, compatibility checks, integration guides, etc.
- Minimize the time it takes to access and participate in loyalty or rewards programs, e.g., points redemption, member exclusives, bonus offers, etc.
- Minimize the time it takes to provide feedback or reviews on the product, e.g., customer surveys, review platforms, testimonial submissions, etc.
- Minimize the time it takes to receive and utilize any return, exchange, or refund services, e.g., return policies, processing procedures, refund timelines, etc.
- Minimize the time it takes to resolve any product issues or defects encountered, e.g., warranty claims, repair services, replacement parts, etc.
- Minimize the time it takes to stay informed about relevant product news or updates, e.g., newsletters, alerts, community forums, etc.
- Minimize the time it takes to access special offers or promotions for future purchases, e.g., loyalty discounts, early access sales, upgrade options, etc.
- Minimize the time it takes to understand the environmental impact of product disposal or recycling, e.g., recycling programs, disposal guidelines, sustainability initiatives, etc.
- Minimize the time it takes to benefit from community support or shared experiences, e.g., user communities, social media groups, expert panels, etc.
- Minimize the time it takes to access educational resources related to the product, e.g., webinars, workshops, instructional materials, etc.
- Minimize the time it takes to receive notifications about product recalls or safety alerts, e.g., email alerts, SMS notifications, public announcements, etc.
- Minimize the likelihood of experiencing difficulties in understanding or using the product, e.g., complex features, unclear instructions, usability issues, etc.
- Minimize the likelihood of encountering delays in customer support response times, e.g., long wait times, unresponsive service, etc.
- Minimize the likelihood of dissatisfaction with product performance over time, e.g., wear and tear, obsolescence, decreasing efficiency, etc.
- *Minimize the likelihood of encountering issues with warranty claims or service requests, e.g., claim rejections, slow processing, limited coverage, etc.
- Minimize the likelihood of feeling uninformed about ongoing product support or updates, e.g., lack of communication, outdated information, missing notifications, etc.
Customer Success Statements (PJTBD)
- Register the product for warranty or support services, e.g., online registration, warranty activation, etc.
- Access customer support for post-purchase inquiries, e.g., troubleshooting, product usage guidance, etc.
- Receive and process any necessary product updates or upgrades, e.g., software updates, accessory additions, etc.
- Understand and utilize all product features and functions, e.g., user guides, tutorial videos, customer forums, etc.
- Integrate the product into existing routines or systems, e.g., setup processes, compatibility checks, integration guides, etc.
- Access and participate in loyalty or rewards programs, e.g., points redemption, member exclusives, bonus offers, etc.
- Provide feedback or reviews on the product, e.g., customer surveys, review platforms, testimonial submissions, etc.
- Receive and utilize any return, exchange, or refund services, e.g., return policies, processing procedures, refund timelines, etc.
- Resolve any product issues or defects encountered, e.g., warranty claims, repair services, replacement parts, etc.
- Stay informed about relevant product news or updates, e.g., newsletters, alerts, community forums, etc.
- Access special offers or promotions for future purchases, e.g., loyalty discounts, early access sales, upgrade options, etc.
- Understand the environmental impact of product disposal or recycling, e.g., recycling programs, disposal guidelines, sustainability initiatives, etc.
- Benefit from community support or shared experiences, e.g., user communities, social media groups, expert panels, etc.
- Access educational resources related to the product, e.g., webinars, workshops, instructional materials, etc.
- Receive notifications about product recalls or safety alerts, e.g., email alerts, SMS notifications, public announcements, etc.
- Avoid experiencing difficulties in understanding or using the product, e.g., complex features, unclear instructions, usability issues, etc.
- Avoid encountering delays in customer support response times, e.g., long wait times, unresponsive service, etc.
- Avoid dissatisfaction with product performance over time, e.g., wear and tear, obsolescence, decreasing efficiency, etc.
- Avoid encountering issues with warranty claims or service requests, e.g., claim rejections, slow processing, limited coverage, etc.
- Avoid feeling uninformed about ongoing product support or updates, e.g., lack of communication, outdated information, missing notifications, etc.
Test Fit Structure
Apply this to Customer Success Statements only. Everything should fit together nicely. Here’s an article where I introduced the concept. Feel free to devise your own version for Desired Outcome Statements as this does not apply to their format directly.
As a(n) [end user] + who is + [Job] you're trying to [success statement] + "faster and more accurately" so that you can successfully [Job Step]