Preparing Your Team for a Journey Walkthrough

A short checklist so participants arrive with access, consent, and a shared understanding of what “success” looks like in the session.

Colleagues preparing materials before a client session

Confirm staging or demo credentials the day before. Nothing wastes a moderated hour like a locked invite code.

Brief participants that we want to hear confusion aloud. Politeness that hides struggle protects the interface, not the roadmap.

Agree on the success definition for the session—create an account, reach first activation action, or request a quote—so facilitators know when to stop probing.

Collect consent for note-taking and any recording. Share how clips will be used internally and when they will be deleted.

Invite one quiet observer from your side at most. Crowded galleries change how people speak. The readout is the place for the wider team.

All field notes