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Customer/Audience Research

Customer Co-Creation Workshop Design

use this prompt when:

  • You need deeper customer insights to inform product development or improvements
  • You want to validate concepts directly with your target audience before full investment
  • Traditional market research methods aren’t yielding actionable innovation ideas
  • You’re trying to solve a specific product challenge and need fresh perspectives
  • You want to build stronger relationships with your most engaged customers while gathering insights

The prompt

Design a customer co-creation workshop methodology to engage <target persona> in the development or improvement of <business name>‘s <product/service/experience>. Outline participant selection criteria, pre-workshop preparation, facilitation techniques, creative exercises, prototype testing approaches, and insight capture methods. Focus this co-creation initiative on solving the specific challenge of <specific challenge> and develop a plan to incorporate the resulting customer insights into our development process for <development initiative>.

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How to customize

Customer Co-Creation Workshop Design
Variables
Description
Variables
target persona
Description
Define the specific customer segment you want to engage with, including relevant demographics, psychographics, and behavioral characteristics.
Variables
business name
Description
Enter your brand or company name to personalize the workshop methodology.
Variables
product/service/experience
Description
Specify what exactly you want customers to help co-create or improve (e.g., new product features, unboxing experience, subscription service).
Variables
specific challenge
Description
Identify the particular problem or opportunity you're trying to address (e.g., improving onboarding experience, reducing packaging waste, enhancing the mobile shopping experience).
Variables
development initiative
Description
Detail the broader project or initiative that will benefit from these customer insights (e.g., Q3 product roadmap, sustainability strategy, website redesign).

Example Output

Customer Co-Creation Workshop Methodology for RISE Nutritionals

 

Workshop Purpose:
 To engage fitness enthusiasts in improving RISE Nutritionals’ subscription protein delivery service, focusing specifically on solving personalization challenges in the current offering. Insights will directly inform the upcoming “RISE Custom” product development initiative.

 

Participant Selection:

  • 12-15 participants representing our “Dedicated Fitness Enthusiast” persona:
    • Ages 25-40
    • Minimum 6 months as RISE customers
    • Mix of different fitness goals (muscle building, weight loss, general fitness)
    • At least 40% expressing some dissatisfaction with current personalization options
    • Include 3-4 customers who have customized orders via customer service requests

 

Pre-Workshop Preparation:

  1. Participant Preparation Package:
    • Digital journal to document protein usage habits for 7 days before the workshop
    • Brief questionnaire about personalization preferences and pain points
    • Current personalization options overview with request to note limitations
  2. Team Preparation:
    • Create 4 preliminary personalization concepts as starting points
    • Develop low-fidelity prototypes of customization interface options
    • Compile existing customer feedback related to personalization
    • Prepare workshop materials including design templates and concept boards

 

Workshop Flow (4-hour session):

  1. Experience Immersion (45 minutes)
    • Journey mapping exercise: Participants map their current experience from order to consumption
    • Pain point identification gallery: Visual documentation of frustration points
    • Group sharing to identify common themes around personalization barriers
  2. Ideation Exercises (60 minutes)
    • “Perfect Personalization” visioning exercise
    • Rotating stations focused on different aspects:
      • Flavor combination workshop
      • Delivery scheduling brainstorm
      • Packaging personalization ideation
      • Nutrition profile creation experience
  3. Concept Co-Development (75 minutes)
    • Break into 3 teams, each with a RISE facilitator
    • Each team develops a comprehensive personalization concept using provided templates
    • Mid-point rotation for cross-pollination of ideas
    • Refinement of concepts based on feedback
  4. Prototype Testing (60 minutes)
    • Interactive testing of 3 personalization interface prototypes:
      • Mobile app customization flow
      • Subscription management dashboard
      • AI-powered recommendation engine
    • Participants document reactions and suggestions using structured feedback forms
    • Facilitated discussion on improvement opportunities

 

Insight Capture Methods:

  • Audio recording and transcription of key discussions
  • Digital capture of all visual artifacts created during exercises
  • Dedicated observer taking detailed notes on non-verbal cues and energy points
  • Post-activity individual reflection forms for each exercise
  • End-of-workshop prioritization activity to rank most valuable personalization features
  • Follow-up survey 48 hours after workshop to capture additional insights

 

Implementation Plan:

  1. Insight Processing (Week 1):
    • Workshop team conducts thematic analysis of all data points
    • Creation of personalization insight report with clear recommendations
    • Development of 3 distinct personalization concepts based on workshop findings
  2. Cross-Functional Integration (Week 2):
    • Presentation of findings to product, tech, and marketing teams
    • Collaborative mapping of insights to “RISE Custom” development roadmap
    • Feasibility assessment with technical and operations teams
  3. Prototype Development (Weeks 3-4):
    • Creation of refined personalization interface prototypes
    • Development of new flavor combination options identified in workshop
    • Building of initial packaging mockups for personalized offerings
  4. Validation Loop (Week 5):
    • Digital prototype testing with workshop participants
    • Refinement based on feedback before wider development
    • Creation of participant advisory panel for ongoing input during development
  5. Development Integration (Week 6+):
    • Formal inclusion of validated personalization features in “RISE Custom” specifications
    • Establishment of success metrics based on workshop-identified value points
    • Scheduled check-ins with co-creation participants throughout development process

Pro tips

Customer Co-Creation Workshop Design
  • Select participants who represent a mix of your most satisfied and somewhat frustrated customers – the combination provides balance between appreciation for your brand and constructive criticism.
  • Send participants a small product sample or prototype before the workshop to prime their thinking and ensure they come prepared with specific observations.
  • Create a comfortable, non-judgmental atmosphere where participants feel their honest feedback is valued – consider having your product team members participate rather than just observe to build authentic connections.
  • Follow up with participants after implementing their ideas, showing them the direct impact of their contribution to foster brand loyalty and encourage future participation.

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