Case Study Template — Your Name
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UX Research Experience Design Content Strategy September 2023 — November 2024

What does [the core challenge or question]
look like for [Client / Organization Name]?

[1–2 sentences. State the organization's mission, scale, and national/international significance. Then describe what you were brought in to solve. This is the context that makes the work matter.]

My Role
Lead UX Designer & Researcher
Methods
Research · IA · Prototyping
Team
Cross-functional, 6 people
Type
Experience-based creation

01
My role & scope of leadership
Decision authority · Autonomy · Team direction · Vision-setting

[Write in first-person singular. Describe your leadership scope: what decisions you made autonomously, how little supervision you worked under, and what you were responsible for that a junior designer would not be.]

"I set the UX vision for this project and led the team with minimal day-to-day oversight from agency leadership."
  • Sole UX lead — full ownership of research strategy, IA, and design direction
  • Directed [N] junior designers throughout the project lifecycle
  • Owned all client-facing presentations and stakeholder sessions
  • Participated in hiring review process for [contractors / team members] on this engagement
Supervision level
Led independently — reported to Creative Director
Decision authority
Unilateral on IA, research methodology, and design direction
Mentoring
Directed and reviewed the work of [N] junior UX designers
Hiring involvement
Reviewed [contractor / team member] portfolios for this engagement

02
The challenge & business context
Organization mission · Stakes · Stakeholder landscape · Constraints

[Name the organization's full mission, membership size, and national / international reach. Make this explicit — never assume the reader knows who the client is or why they matter.]

[Describe the business problem — not just the UX problem. What was at risk? Who was affected? What had been tried before?]

[Describe the stakeholder complexity you had to navigate: conflicting priorities, political or institutional constraints, timeline pressure.]

Organization at a glance
38K+
Members served
Natl.
Reach
The brief

"Research, define and design [the core deliverable] for [the organization], serving [audience] across [scale or reach]."


03
Research & discovery
Methodology · Participants · Synthesis · Key findings
Contextual inquiry Card sorting Tree testing Stakeholder interviews Heuristic evaluation Affinity mapping Survey

[Describe your research approach. Who did you talk to, how many participants, how did you recruit? What made this research approach well-suited to this domain and audience?]

[Note any domain-specific adaptations — how you modified standard methods for a medical, scientific, government, or educational audience. This shows specialized expertise, not just process-following.]

[Describe your synthesis approach — how you moved from raw data to insights. Affinity mapping, atomic research, journey mapping, etc.]

Key finding that surprised stakeholders: [describe the most unexpected or impactful insight you uncovered]

Affinity map / journey map / research dashboard — full width

[Caption: tool used, what it shows, your role in creating it]

Research artifact

[Describe artifact]

Key insight output

[Describe what you learned]

Persona / user type

[User type defined from research]


04
Design process & key decisions
Information architecture · Rationale · Cross-dept collaboration · Iterations
Step 01 — Information architecture

[Describe how you structured the content system. For experience-based creation — a set of interrelated pages — explain the conceptual framework: why you organized it this way, what user mental models informed it, and what alternatives you considered and rejected.]

IA diagram / sitemap

[Annotate: why this structure, what the key IA decision was]

Wireframe / early concept

[Annotate: what this tested, what you learned from it]

Step 02 — Key design decisions

[Describe the 1–2 most important design decisions you made. Specifically include cases where you pushed back on a client or stakeholder direction and explain your reasoning. This shows autonomous judgment, not just execution.]

[Note cross-department complexity: how you collaborated with dev, content strategy, clinical, legal, accessibility, or other teams.]

Design progression
Early concept / sketch

Early concept — [what this explored]

Mid-fidelity / tested

Tested with users — [what changed]

Final design

Final — [rationale for key choices]


05
What I uniquely contributed
Original thinking · Frameworks created · Domain expertise · Mentoring moments

[Write in first-person singular. Describe what would not have happened on this project without your specific involvement, expertise, and judgment. Be direct — "I decided," "I identified," "I introduced," not "we."]

[Describe any original framework, tool, rubric, or method you created — even an informal one developed specifically for this engagement. "I developed a content audit matrix tailored to [domain]" counts as original contribution.]

[Describe how your domain expertise shaped decisions — your specific knowledge of this sector (medical, scientific, government, education) that a generalist designer would not have brought.]

Mentoring moment

[Describe what you directed junior designers to do on this project — the method, skill, or decision-making approach you taught or modeled.]

A judgment call I made under uncertainty

[Describe a situation where there was no playbook — you made the call, and explain your reasoning.]

  • What would not have happened without me — [specific, named contribution]
  • Original framework or model I developed — [name it, even informally]
  • Approach I pioneered at the agency — first time [method] was applied to [this client type]
  • Domain expertise applied — how my knowledge of [sector] shaped [specific decision]
  • A decision I overruled or challenged — [brief description and outcome]

06
Outcomes & measurable impact
UX metrics · Business results · Accessibility · Downstream reach
↑ 34%
Task completion rate
in usability testing
↓ 48%
Navigation errors
identified in testing
WCAG 2.1 AA
Accessibility compliance
achieved
Before — original experience

Before: [describe the key problem visible here]

After — redesigned experience

After: [describe the specific improvement]

[Describe the business or mission impact — not just UX metrics. How many end users now benefit from this experience? What organizational goal did the redesign serve? Connect your design decisions to downstream outcomes.]

  • Downstream reach — [N members / students / visitors / researchers] now served by this experience
  • Business outcome — [member engagement / content usage / reduced support load]
  • Accessibility — [WCAG level achieved / issues resolved / new audience reached]
"[Direct client quote about the outcome — their words about the impact, your work, or the process.]"

— Name, Title, Organization


07
Recognition & external validation
Client praise · Peer acknowledgment · Public presentation · Continued engagement
Client feedback

Direct quote or testimonial from client lead / executive director

Engagement outcome

Was this engagement renewed or expanded? Implicit validation.

Presented to

Board / leadership / conference — who attended and their seniority

Presentation to stakeholders / client team / conference — full width

Presenting findings to [N] stakeholders at [Organization], [Month Year]


08
Personal reflection
Learnings · What I'd do differently · How this changed my practice
What I'd do differently

[1–2 sentences. Describe a specific decision you'd revisit with the benefit of hindsight. Be direct and specific — experts self-critique; junior designers don't.]

What this changed in my practice

[1–2 sentences. Describe how this project influenced your methodology, approach, or thinking on subsequent projects. This builds the narrative of an evolving, expert practice across all 9 case studies.]

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