10
Design
Tools
every innovation leader needs to know

There are tons of methodologies and frameworks to lead innovation.

These frameworks are valuable for abstracting problems that have already been solved and provide guidance for teams.

But, at the core, all these frameworks use basic design techniques.

Learning basic design skills will help you avoid becoming dependent on any specific methodology, and instead, leverage the best of each!

🔍
🗺️
💡
🧩

I had the chance to test and use many design tools throughout my career.

From core tools commonly found in many design thinking processes to accelerators used in service design.

I've selected 10 of my favorite tools so you can also apply them to your projects!

Whether you are a...

Corporate leader in digital transformation Product leader managing innovation Entrepreneur starting your own company

...these tools will help you connect with customers, ideate, and ultimately create better solutions.

Beware!

I want you to understand that these are only tools. They don't magically solve any problem. None of these tools have that power.

You should adapt them to your reality and context. Test and blend them to your needs.

This combination makes these tools extremely valuable!

Let's go! 🚀
Tool 01
Desk Research
A time-boxed research method to consolidate context information from multiple sources.
By consolidating unstructured data about the topic or customer you are trying to understand, you can leverage this information later to derive insights. Create a knowledge repository from books, videos, articles, or directly from the internet. Time-box it to make it more efficient.
Understanding the problem
Tool 02
In-depth Interviews
Conversations with customers to map needs, context, and behaviors.
Quantitative and qualitative data from customers are key to mapping pain points and opportunities. An in-depth interview is a great tool to dive into the nuances that sometimes a simple survey can't map.
Understanding the problem
Tool 03
Service Blueprints
A process map of a service mapping the key front-stage and back-stage touchpoints of the journey.
I've adapted this tool in many projects. It is not only valuable for mapping all interactions and backend systems but also serves as a great communication tool with customers and stakeholders.
Understanding the problem Ideation
Tool 04
Customer Journey Maps
Maps of the different stages and actions of a customer during a process and the key interactions with your product or service.
Similar to Service Blueprint, Customer Journeys are very versatile tools, serving as communication frameworks and knowledge repositories for the entire team.
All phases — ideation to implementation
Learn more: cesarrg.com
Tool 05
Shadowing
A technique that leverages observation as a way for understanding the customer journey. You act as a customer, following the steps and recording evidence of your findings.
This is a great tool for creating empathy. Shadowing is commonly used early in the design journey, but you can leverage this tool whenever you want to gather more evidence of an existing or new journey.
Problem understanding Ideation Validation
Tool 06
Storyboards
Images representing the sequence of a process. They serve as illustrations of the customer, his context, and environment.
You might have seen this technique in animation movies. It is a great way to visualize a journey, create empathy with the customer, and identify opportunities.
Ideation Validation
Learn more: nngroup.com
Tool 07
CSD Matrix
This tool can be used across the team to refine the design challenge by mapping the knowns and unknowns. The matrix helps provide focus for the research phases and can become a knowledge repository throughout the process.
I have the privilege to know the inventor of this tool! You can apply this tool in the early stages of a project to provide clarity on the certainties (C), assumptions (S), and doubts (D), and then work to clarify them.
All phases — ideation to implementation
Learn more: cesarrg.com
Tool 08
Mental Models
Mental models represent our beliefs. This tool is a systematic way of mapping customers' mental models.
Mental models can help you gather new perspectives from your customers and understand their intentions behind actions. This can become a strong tool to dive deep in the "why".
Understanding the problem Ideation
Tool 09
Time Machine
Our history hides many insights. This tool helps evaluate a topic from the lens of past, current, and future scenarios.
You can combine this tool with your desk research to bring additional context on the evolution of a topic, behavior, or domain over time. Research how we solved a problem in the past, what are the existing solutions, and what the are trending ideas. Use this information to identify patterns.
Understanding the problem Ideation
Tool 10
F-E-P Matrix
A matrix to segregate features across Functional (F), Excitement (E), and Performance (P) categories.
This is a great tool for feature prioritization. Ensure you are covering the core needs of your customers before providing the "wow" features. This matrix helps you organize the features across the domains based on the priorities.
Ideation Implementation
Useful? Reshare

Like these tools? Share them with a colleague who needs to hear this!

Every week I share knowledge bites on design, tech innovation, and creativity.

Follow