Every customer experience (CX) program inevitably has a universe of potential projects the CX team could tackle. Without a systematic way of documenting and assessing these possible activities, teams are liable to approach customer experience improvements in a haphazard manner that is unlikely to lead to wider, systemic change. A CX Project Evaluation Inventory is a standardized template CX teams can use to capture a high-level overview of potential customer experience projects, along with some light details on how each project would be implemented. Teams can then use this overview to make decisions about which CX activities to focus on and when.

Use this template to build out a CX Project Evaluation Inventory for your program. We’ve included tips for each step and an example of a completed catalog to help guide you through this process. This exercise is a particularly useful step as part of a prioritization exercise, roadmap building session, or strategy workshop.

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