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Turned a fractured employee-engagement debate into one shared framework and design direction

Role
Senior UX Designer, UX Researcher, UI Designer & Design Thinking Facilitator
Focus
Employee experience strategy, facilitation, experience design
Tools & methods
Mural, Creative Matrix, affinity mapping, dot voting, synthesis, concept development

Overview

A people organization wanted to reduce the burden on managers and improve how they engaged with their teams. Existing HR information was distributed across multiple systems, and stakeholders held different views about what meaningful engagement should even include. I designed and facilitated a human-centered strategy process that turned those diverging perspectives into a shared experience framework. Then I designed the manager-facing experience concepts that put that framework into product form.

The challenge

Managers needed usable insights, not another source of disconnected data
The cross-functional team didn't start with one shared framework for engagement
The initiative had to move from a broad goal to prioritized, actionable experience opportunities
The resulting strategy needed to support later manager guidance and real product concepts, not just a workshop summary

My approach

01Workshop planning

I structured a Design Thinking engagement to move the group through divergence, pattern finding, convergence, and prioritization.

02Creative Matrix and affinity synthesis

I used a Creative Matrix to generate a broad set of ideas across employee-experience touchpoints, then synthesized the output into four recurring pillars: relationships, career development, wellbeing, and recognition.

03Prioritization

I facilitated voting to help stakeholders identify where to focus first, turning workshop participation into a shared decision rather than a list nobody owned.

04From framework to designed experience

Beyond facilitating the strategy work, I designed the manager-facing experience concepts that translated the four pillars into an actual product direction, defining the manager-facing purpose and experience framing that the later initiative built on.

Key deliverables

Design Thinking workshop plan
Digital facilitation workspace
Creative Matrix output
Affinity map and four-pillar framework
Prioritized opportunity areas
Manager-facing experience concepts and product direction

Selected artifacts

The screens and diagrams below are redrawn with neutral labels and synthetic data to protect confidential specifics. They're recreations, not real screenshots — the structure and logic shown are accurately represented.

9:41
Synthetic recreation — not a real screenshot
Pulse
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Feedback
Good morning,Jane
Your Engagement Queue
Daily
You have 4 engagement opportunities today!
Let's get started!
Upcoming
You have 18 engagement opportunities coming up!
View more
Follow Up
Opportunities you can still influence.
Check follow-ups
⚑ Today⚉ Team
Manager's daily view — surfaces today's, upcoming, and follow-up engagement opportunities in one glance.
9:41
Synthetic recreation — not a real screenshot
Pulse
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Team
AnalyticsEmployees
9
Direct Reports
9
Engagement Score
92%
Completion
9
Training Completion
100%
Average Days Off
9
Career Conversations
Gender Distribution
Male55%
Female45%
Nationality Distribution
Nationality20%
Nationality20%
Nationality20%
Nationality20%
Nationality20%
Age Distribution
Age20%
Age20%
Age20%
Age20%
Age20%
Team analytics — the data layer behind the four-pillar framework, translated into at-a-glance manager insight.
9:41
Synthetic recreation — not a real screenshot
Pulse
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Identity Analysis
Risk PredictionDegreed TrainingBirthdaysWork AnniversariesDays OffCareer Management
Employees Potentially at Risk
Historical engagement patterns are used to flag employees who may be at higher risk, so managers can plan retention conversations proactively.
Measured by
Historical engagement data over the past year
Levels
✓Safe
80% – 100% Score
!High
0% – 79% Score
Employees without a recent check-in are more likely to disengage.
Measured by
Check-in completed within the year
Levels
🙂Safe
Dec 15 – Jan 14
😐Watch
Jan 15 – Feb 14
🙁High
Feb 15 +
Degreed Trainings
Employees who complete more training tend to outperform in their role.
Measured by
Trainings completed within the year
Levels
✓Safe
3+ trainings
!High
0 trainings
Risk-prediction framework — the logic behind the manager-facing insights, mapped to concrete thresholds.
9:41
Synthetic recreation — not a real screenshot
Pulse
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Daily
You have 6 engagements today
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🎂
Morgan Lee
Birthday: 03/12
Say happy birthday
😐
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Devon Cruz
Anniversary: 03/12
Send congrats
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Sasha Patel
Same role: 2 yrs 8 mo · Last convo: 11 mo
Schedule
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▾ Performance Appraisals (3)
Riley Chen
Status: Not complete
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Amara Osei
Status: Not complete
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Talia Kim
Status: Not complete
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▾ Salary Change (1)
💰
Jordan Blake
Last change: 2 yrs 1 mo ago
Take action
😐
Daily engagement queue — birthdays, work anniversaries, career conversations, and pay changes surfaced as specific prompts.

Want a closer look at the real work? Get in touch.

Outcome

The workshop produced four engagement pillars: relationships, career development, wellbeing, and recognition. They were used to structure later engagement initiatives and manager playbook work. A later pilot update reported feedback from approximately 1,000 managers: roughly 90% rated the overall value of monthly insights high or very high, and roughly 90% rated data quality high or very high. The same update states that the project followed feedback from more than 200 managers in 2021.

What this demonstrates

Strategic facilitationEmployee experience and service designSynthesis of large volumes of qualitative inputCross-stakeholder alignmentTranslating workshop findings into a designed product directionHonest separation of facilitation outcomes from later program metrics

What I'd validate next

I'd want to trace specific manager-playbook decisions back to individual pillars, to see which of the four is actually driving the ~90% satisfaction number and which are along for the ride.

Have a similar problem?

If a product's structure has stopped matching how people actually use it, I'd genuinely love to hear about it.

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