Designing a CX Dashboard for Employees

Designing a CX Dashboard for Employees

Build a dashboard tailored for your organization that gives managers the tools they need to coach their reports to better meet customer needs and employees the tools they need to understand their strengths and weaknesses.

Curriculum62 min

  • The Importance of an Employee Dashboard
  • Defining the Importance of a Dashboard 2 min
  • Viewers of an Employee Dashboard 5 min
  • Designing with Your Team
  • Creating a Team for Building an Employee Dashboard 3 min
  • Understanding Previous Systems and Creating an Interview Guide 5 min
  • Questions to Ask in an Employee Interview 5 min
  • Meeting with Key Stakeholders 2 min
  • Efficiently Designing an Employee Dashboard 2 min
  • Socializing an Employee Dashboard with Your Team 4 min
  • Finalizing an Employee Dashboard's Design 3 min
  • Using Design Principles
  • Using Visual Design Principles for Employee Dashboards, Part 1 6 min
  • Using Visual Design Principles for Employee Dashboards, Part 2 5 min
  • Designing Dashboard Pages
  • Defining Key Terms for Employee Dashboard Pages 1 min
  • Designing a Page for Managers 6 min
  • Designing a Page for Individual Contributors 4 min
  • Ensuring Dashboard Usage
  • Gaining Initial Buy in on an Employee Dashboard 4 min
  • Taking Action to Facilitate Continued Usage from Employees 2 min
  • Encouraging Managers to Take Continued Action 3 min

Curriculum62 min

  • The Importance of an Employee Dashboard
  • Defining the Importance of a Dashboard 2 min
  • Viewers of an Employee Dashboard 5 min
  • Designing with Your Team
  • Creating a Team for Building an Employee Dashboard 3 min
  • Understanding Previous Systems and Creating an Interview Guide 5 min
  • Questions to Ask in an Employee Interview 5 min
  • Meeting with Key Stakeholders 2 min
  • Efficiently Designing an Employee Dashboard 2 min
  • Socializing an Employee Dashboard with Your Team 4 min
  • Finalizing an Employee Dashboard's Design 3 min
  • Using Design Principles
  • Using Visual Design Principles for Employee Dashboards, Part 1 6 min
  • Using Visual Design Principles for Employee Dashboards, Part 2 5 min
  • Designing Dashboard Pages
  • Defining Key Terms for Employee Dashboard Pages 1 min
  • Designing a Page for Managers 6 min
  • Designing a Page for Individual Contributors 4 min
  • Ensuring Dashboard Usage
  • Gaining Initial Buy in on an Employee Dashboard 4 min
  • Taking Action to Facilitate Continued Usage from Employees 2 min
  • Encouraging Managers to Take Continued Action 3 min

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