Your pre-work
for the redesign.
Before we meet, we need you to do some thinking. This page walks you through everything — review it, fill it in, and come ready to contribute.
We're running a cross-functional workshop on Friday April 10th with one goal: redesign InvolveXR onboarding so customers reach confident, independent use faster. The 2-week target is where we start — but the full picture is bigger than that. This prep sheet is your briefing. Read it, fill it in, and come with real thinking.
The workshop is designed around the 14-day target — but the best ideas will address experience quality and ongoing independence too, not just how fast the initial onboarding runs.
These are the tools and resources currently in play across the customer journey. Some are well-established, some are underutilised, and one isn't live yet. Understanding what already exists is useful context before you start designing solutions — you might find the answer is already in the toolkit, or that something here should be cut entirely.
Four blocks. Each builds on the last. Your prep work feeds directly into the first two.
Pain Point Voting
Everyone votes on the onboarding steps they personally see as the biggest friction points. The top-voted steps become our shared candidates for removal — grounded in what the group actually experiences, not just opinion.
Full groupHow Might We
Teams turn the top pain points into design questions — specific, solvable, and actionable. These questions are what the Ideas Workshop runs on.
Team splitIdeas Workshop
Each team picks a company from a completely different industry and designs a solution through that lens. The goal is to borrow structural thinking from outside healthcare — then bring it back to our context. Your team produces 4 ideas together.
Team splitShare Out + Pre-Mortem
Teams present their top ideas. The group votes for the strongest 2, then we pressure-test them: imagine they failed — what went wrong? That risk list is what we walk away with.
Full groupThe current-state onboarding flow is the shared map we'll be working from. Read through it before the workshop — not in exhaustive detail, but enough to have a point of view on where things feel slow, redundant, or painful. Keep in mind: some of the friction we need to solve isn't in the initial setup at all — it's in what happens every time an educator prepares a session or a learner picks up a headset.
Current Onboarding Flow — Figma
The full flow map showing every phase, step, and decision point in the current onboarding process. Open it, read through it, and come with a perspective.
Quick reference — 7 phases at a glance
Click any step to flag it as a pain point (🚩) or mark it as worth keeping (✓). Just for your own thinking — you'll vote properly on the day.
Your markings here are just for reference — the real vote happens on the day in FigJam.
Steps you think should be cut or changed
Based on your read of the flow, write down the steps you'd most want to challenge — and briefly why.
A "How Might We" question turns a pain point into a design challenge. The key is specificity — vague questions produce vague ideas. Write at least 2 before the workshop. Don't limit yourself to the initial onboarding journey — some of the most valuable questions might be about what happens on session 10, not session 1.
FORMAT GUIDE — what a good HMW looks like
One of the exercises asks your team to design a solution through the lens of a completely different company. The point isn't to copy what they do — it's to borrow how they think. Select the companies that interest you, or add your own. Come ready to pitch one to your team.
Your picks so far:
No companies selected yet — pick some below.
Have your own idea?
If a company not on the list is jumping out at you, add it. Just be ready to explain why.
The workshop runs in two teams. Each team works through the same exercises independently before coming back together. Kavi, Ben, and Shruti float and facilitate — they're not on either team.
Team 1
Team 2
Moderators — floating between both teams
These three won't be on either team. Kavi and Ben provide strategic and technical input. Shruti runs the session.
Anything else on your mind before the workshop?
Ideas, concerns, things you want to make sure get discussed.
Once you've filled in your prep work, click the button below. It will copy your answers to your clipboard and open the workshop's Claude project in a new tab — just paste when you get there and Claude will have everything it needs to start the conversation.
Your answers are copied automatically. In Claude, just hit Cmd+V (or Ctrl+V) to paste and send.