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Workshop Framework

Customer Journey Mapping

Customer Journey Mapping helps you create a visual process of what your customers experience when they interact with your organization.

60 minutes
5-15 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

Customer Journey Mapping
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What You'll Achieve with the Customer Journey Mapping Workshop

Real outcomes that transform your team

1

Visual representation of customer interactions.

2

Identification of strengths and issues in the customer journey.

3

Enhanced stakeholder collaboration and communication.

When to Use the Customer Journey Mapping Workshop

Perfect for these situations and team challenges

When customer feedback indicates unmet needs.

To align team understanding of customer interactions.

How the Customer Journey Mapping Workshop Works

A step-by-step breakdown of the workshop process

1Map the customer lane

Facilitator draws the customer swim lane horizontally across the centre of the paper.

2Add customer events

Participants brainstorm typical customer events in chronological order. One event per Post-it.

3Identify stakeholders

Participants list stakeholders (departments, teams, partners) involved in handling the customer. Facilitator adds these as swim lanes above and below the customer.

4Allocate groups

Split participants into smaller groups. Each group takes one stakeholder swim lane.

Key Topics Covered in the Customer Journey Mapping Workshop

customer journey mappingvisual processcustomer interactionimprove processescustomer experiencestakeholder collaboration

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4

Informed decision-making based on mapped customer experiences.

During early analysis before implementing improvements.

To identify strengths and weaknesses in the customer journey.

When preparing for a redesign of existing processes.

Team Problems the Customer Journey Mapping Workshop Solves

Say goodbye to these common team challenges

Internal processes not meeting customer needs.

Lack of shared understanding among team members.

Identifying areas causing customer frustration.

Gaps in service and information sharing during customer interactions.

5
Map stakeholder activities

Groups spend 10 minutes mapping their activities around each customer event.

6Share and align

Each group briefly (max 2 minutes) walks others through their swim lane. Confirm the map reflects the current situation.

7Analyse the map

As a whole group, add:

  • Green flags for effective points.
  • Red flags for broken points.
  • Quotes for observations or examples.

8Summarise findings

Facilitator captures insights under two headings:

  • What’s working well?
  • What’s not working so well?

9Plenary discussion

Facilitator leads discussion using prompts such as:

  • What does this show about stakeholder collaboration?
  • What is the customer experiencing?
  • Where might the customer fall through the net?
  • Are there overlaps or gaps in service?
  • Which activities make the biggest difference?
  • How is information shared? Where are the gaps?
  • How are hand-offs managed?
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