Define scope & objectives
Metrics & product data
Heuristic evaluation & research
Key trends & patterns
UX audit report
Implement changes
Before diving into an audit, clarity isn’t optional—it’s the foundation. You need to know what you’re chasing and why it matters. Is the goal to streamline a sign-up process that’s driving users away? Or maybe it’s to make onboarding so seamless it feels invisible? Whatever the case, align with your stakeholders early. Their insights can sharpen the focus, turning a vague idea into something precise and actionable. Define what areas for improvement, what you’ll cover and just as importantly, what you won’t. For instance, if you’re analyzing BI dashboards, it’s not about everything from login to logout—it’s about the critical journey from user sign-up to that first moment of creating value on the dashboard. This kind of specificity isn’t restrictive; it’s liberating. It gives you the room to go deep, uncover patterns, and make changes that stick. With clear objectives in hand, you’re not just auditing—you’re setting the stage for impact.