Design Requirements
Developing Design Requirements for Onboarding Experiences
This prompt helps product managers create design requirements to guide designers in building wireframes for user onboarding. It focuses on defining goals, workflows, and key interactions to create a smooth and engaging onboarding experience.
Responsible:
Product Management
Accountable, Informed or Consulted:
Product, Design, Customer Success
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Define the goals and key outcomes of the onboarding experience.
Gather user feedback or data on existing onboarding processes, if applicable.
Collaborate with customer success and design teams to align on user needs and challenges.
THE PROMPT
Help create detailed design requirements for the wireframe development of an onboarding experience for [specific product or feature]. Focus on:
Onboarding Goals: Defining the purpose of onboarding, such as introducing product value, teaching key features, or guiding initial setup.
User Segments: Identifying different user types and tailoring onboarding flows to their needs (e.g., first-time users vs. returning users).
Key Steps: Outlining the main steps in the onboarding process, including optional vs. required actions.
Engagement Strategies: Specifying design elements to maintain user interest, such as progress indicators, tooltips, or interactive tutorials.
Completion Metrics: Establishing success metrics, such as task completion rates, drop-off points, or time spent in onboarding.
Provide recommendations for structuring the design requirements, including references to best practices or tools for user engagement. If additional details about user personas or onboarding challenges are needed, ask clarifying questions to refine the requirements.
Bonus Add-On Prompts
Propose methods for documenting and prioritizing onboarding flows based on user personas.
Suggest techniques for incorporating user feedback to improve onboarding design.
Highlight ways to integrate onboarding analytics tracking into the design requirements.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Tailor the requirements for onboarding specific user segments, such as power users or trial users.
Include methods for validating onboarding usability with usability testing or focus groups.
Propose strategies for balancing onboarding length with user engagement.
Highlight tools for prototyping and testing interactive onboarding flows.
Add suggestions for documenting success metrics and analytics integration into onboarding flows.
WHEN TO USE
To design an effective onboarding experience for new users.
During the planning phase of onboarding improvements or feature introductions.
When user feedback highlights pain points or drop-offs in the current onboarding flow.
WHEN NOT TO USE
If the product is targeted solely at existing or expert users without onboarding needs.
When onboarding processes rely entirely on external documentation or training.