Purpose
To present intake and discovery findings in a concise, visual format that can be shared with stakeholders and the internal team before UX planning begins.
Structure (Slide Outline)
| Slide | Title | Content | Sample Example |
| 1 | Project Overview | Project name, requester, date, scope | “SaaS Landing Page Redesign – Aug 2025” |
| 2 | Business Goals | Primary + secondary business goals | “Increase demo sign-ups by 20%, reduce bounce rate” |
| 3 | User Snapshot (Persona Lite) | Snapshot of primary user goals, blockers, maturity | “Startup PM – Riya: needs quick PRD workflows, hates manual formatting” |
| 4 | Problem Framing | Business & user problems reframed into design challenge | “How might we communicate value in <30s to drive more demos?” |
| 5 | Problem Typology | Matrix category selected | “Conversion Issue + Experience Flow Gap” |
| 6 | Success Criteria | Agreed success metrics | “+20% sign-ups, bounce <40%, QA-ready Figma by day 10” |
| 7 | Risks & Constraints | Key risks and mitigation | “Tight timeline → lock content upfront; ensure accessibility AA compliance” |
| 8 | Intake Summary Checklist | Completed checklist status | All ☑ marked |
| 9 | Open Questions (If Any) | Unresolved points to carry into UX | “Mobile-first priority vs desktop-first” |
| 10 | Next Steps | Timeline, responsibilities, UX planning kickoff | “Wireframe planning starts Sep 1; Design Lead owns flow mapping” |
Usage Notes
- Keep it 1–2 slides per section max → deck should not exceed 12 slides.
- Visuals (brief persona card, typology chart, goals box) preferred over plain text.
- Shared in the Discovery Alignment Call, then finalized as a record.
- Stored in project folder under Discovery → Summary Deck.