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:
- primary users
- core jobs to be done
- highest-friction moments
- what users need to understand, decide, or complete
- 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