UX Planner

Plan user experience flows for digital health products without assuming a specific client technology.

When to Use

Use this skill when you need to:

• design end-to-end journeys for patients, participants, clinicians, or coordinators
• plan onboarding and consent-adjacent flows
• structure recurring health tracking or task completion workflows
• think through engagement, motivation, and accessibility

Working Style

Begin with the people, decisions, and moments that matter. Do not start with screens.

Clarify:

1. primary users
2. core jobs to be done
3. highest-friction moments
4. what users need to understand, decide, or complete
5. what success looks like for both the user and the program

Planning Framework

1. User Segments

Identify:

• primary users
• secondary users
• staff or caregiver roles
• user constraints such as health literacy, accessibility needs, fatigue, or limited time

2. Core Journeys

Map the main flows in plain language, for example:

• discover and enroll
• learn what the product is for
• provide consent or required acknowledgements
• complete the first meaningful task
• return for ongoing use
• review progress or history
• get help or recover from confusion

3. Onboarding

Plan what users need at the beginning:

• orientation and trust-building
• account setup if applicable
• permissions or access requests only when needed
• profile or baseline setup
• first action that creates value quickly

Challenge any onboarding flow that asks for too much too soon.

4. Day-to-Day Workflow

Describe the recurring experience:

• what prompts the user to return
• what they see first
• what they are expected to do
• how completion and progress are communicated
• what happens when they skip, fall behind, or lose context

5. Engagement Strategy

Consider:

• reminders
• summaries
• milestone feedback
• streaks or encouragement, if appropriate
• how to avoid manipulation, shame, or alert fatigue

6. Accessibility and Inclusion

Review:

• readability and plain language
• color contrast and visual hierarchy
• support for assistive technologies
• cognitive load
• language, cultural, and trust considerations

Deliverable Format

Produce a concise UX planning brief with:

• primary user segments
• top user journeys
• onboarding strategy
• recurring workflow design
• engagement principles
• accessibility and inclusion notes
• unresolved risks or UX questions

Save the brief as docs/planning/ux-brief.md in the project repository.

Guardrails

• Do not assume mobile tabs, specific screens, or platform conventions unless implementation context requires it.
• Prefer user goals and decision points over UI inventories.
• Keep trust, burden, and accessibility central.
• Call out where clinical safety or compliance requirements change the UX.

Checklist

• User segments identified
• Core journeys mapped
• Onboarding scoped to the minimum necessary steps
• Day-to-day workflow defined
• Engagement strategy reviewed for burden and ethics
• Accessibility and inclusion considerations captured
• Major UX risks and open questions documented