Crypto trading roadmap – facilitating a 5-day workshop series for a fintech team

Workshop Facilitation, Product Strategy, UX Research

June 26–30, 2023 · Skrill Crypto Trading (Paysafe)

Summary

In June 2023 I designed and facilitated a 5-day roadmap workshop for Skrill's Crypto team — pulling product, engineering, design, risk and marketing into one room (and one shared Miro board) to align on shared outcomes, constraints, and an understanding of user, business and tech needs, solution opportunities and actionable next steps. The output was the roadmap for the upcoming half-year, split between “Discovery” and “Dev-ready” items.

Key points

  • 5 full working days, split across goal-setting, research synthesis, ideation, prioritisation and roadmap-building
  • 1 shared 2-year goal and 4 success metrics, agreed by the whole cross-functional team on Day 1
  • 12 top-voted “How Might We” problem statements carried forward into ideation
  • Dozens of solution concepts generated and prioritised through dot-voting across two prioritisation matrices
  • Initiatives split cleanly in three: smaller, clearly-defined ones fed straight into an ongoing initiative (the Crypto Dashboard redesign), medium-sized ones with prep work required moved into a Discovery roadmap, and clearly-defined big initiatives moved to the “Dev-ready” roadmap

The Challenge

Before this workshop, “what should we build next” had a different answer depending on who you asked. Engineering had a technical-debt list, marketing had campaign ideas, risk had compliance concerns, product had its own backlog — each reasonable on its own, with no shared frame to weigh one against another. That's not a people problem, it's a structural one: without a shared goal and a shared way to measure progress against it, every roadmap conversation turns into people re-litigating their own priorities.

This is, structurally, why workshops exist where meetings fail: a normal meeting rewards whoever is loudest or most senior in the room. Structured facilitation flips that by having people write ideas down silently first, then vote as equals with the same number of dots each. Rank comes off the table; the goal and the data make the call instead. That's the philosophy this workshop ran on, five days in a row.

The cross-functional team working together in the CapitalFort meeting room during the roadmap workshop
Product, engineering, design and business stakeholders in the room together — not sequential hand-offs, one shared board.
The team collaborating hybrid-style, on-site with remote teammates dialed in over Teams on the meeting room screen
Hybrid by design — on-site in the CapitalFort meeting room, with remote teammates dialed in over Teams.

The Approach

Preparation. Every participant got edit access to the Miro board ahead of time, with two exercises — “long-term goal” and “success metrics” — flagged to think about in advance so Day 1 didn't start from a blank page. The only two ground rules going in: no wrong answers, and keep the energy up by respecting the timeboxes.

Agenda breakdown. Five days, split into three arcs: Day 1 was pure alignment — setting the goal and how we'd measure it. Days 2–3 focused on the smaller initiatives that didn't need cross-partner integration. Days 4–5 shifted to the bigger, harder initiatives and to building an actual time-boxed roadmap out of everything the week had produced.

Overview slide mapping all five workshop days to their focus: alignment on Day 1, smaller initiatives on Days 2–3, bigger initiatives on Days 4–5
The week at a glance — each day building directly on the last.

Frameworks used across the week: How-Might-We reframing, dot-voting, an impact/user-outcome matrix, an impact/effort matrix, hypothesis statements, a Sailboat retrospective, and a Discovery-Initiative canvas.

The Workshop — Day by Day

Day 1 — Alignment, goal & success metrics

Miro board: the room silently writing, then clustering, ideas for what a seamless crypto-to-Web3 gateway could look like 12–24 months out
We opened by writing — silently, then together — what a seamless crypto-to-Web3 gateway could look like 12–24 months out, clustering the ideas into a handful of shared themes before voting on a direction.
Miro board: the agreed 2-year mission statement alongside the four success metrics the team would measure it by
In parallel: how would we actually know we'd gotten there? One board for the mission, one for the metrics that would prove it — keeping the conversation anchored to something measurable, not just aspirational. By the end of Day 1, the whole room — product, engineering, design, risk, marketing — had converged on one sentence and four numbers. Everything from here on was measured against this card.

Day 2 — Identifying and prioritising user pain points

Miro board reviewing prior user research and usability testing sources, including Netflix and UserTesting session footage
Day 2 opened with going back through prior user research and usability testing, writing down every pain point we could find one sticky at a time, then clustering the duplicates.
Miro board reframing clustered pain points as “How Might We” questions
Naming a problem well matters more than most teams give it credit for. We rewrote every clustered pain point as a “How Might We” question — a small reframe that turns a complaint into an invitation to solve it.
Miro board merging the new HMWs with those the team had already voted on in H1 2022
We then merged this fresh batch with the HMWs the team had already voted on back in H1 2022, nesting related issues underneath the bigger ones instead of starting from zero.
Miro board: dot-voting on the merged list of How Might We statements
Every HMW went up for dot-voting — each person spending the same fixed number of dots on the problems they believed mattered most for the Hodler and Swing Trader personas, the 2-year goal in view the whole time.
Miro board mapping the top-voted HMWs back against the four Day 1 success metrics
The top-voted HMWs got mapped straight back against the four success metrics from Day 1 — a first gut-check on which problems, if solved, would actually move the numbers.
Miro board: a 2×2 matrix plotting impact on the business metric against impact on the user outcome
Then a proper 2×2: impact on the business metric vs. impact on the user outcome. Twelve HMWs came out of Day 2 landing mostly in the high-impact quadrant — a ranked list, not a stack of loose opinions.

Day 3 — Ideation and prioritising the smaller initiatives

Miro board: ranked concepts generated for the HMW about making crypto trading feel more rewarding
For the HMW about making crypto trading feel more rewarding, the room generated and ranked ten concepts in twenty minutes.
Miro board: the smaller initiatives re-prioritised against estimated weeks of discovery needed
The smaller, lower-integration initiatives got a second pass — this time against how many weeks of discovery each would realistically need. This is the pass that fed directly into the Crypto Dashboard redesign work that followed the workshop.
Miro board: a hypothesis-statement template being drafted for the shortlisted ideas
For the ideas that made the cut, we forced specificity with a hypothesis-statement template: name the user, the problem, the solution, and exactly how we'd measure whether it worked.
Miro board: a business-impact-vs-effort matrix sorting every initiative into Easy Wins, Big Bets, Incremental and Money Pit quadrants
An exercise that we half-managed to complete, but was complimented by other exercises and discussions afterwards. Every initiative — big, medium, small — got plotted on a business-impact-vs-effort matrix: Easy Wins, Big Bets, Incremental, and the ones that were, frankly, a Money Pit.

Day 4 — Making it actionable, and the bigger initiatives

Miro board: three concrete action steps written for each top-voted initiative
Day 4 opened by making the top solutions actionable: three concrete next steps per initiative, translating each idea into a scoped, ownable piece of work.
Miro board: a Discovery Initiative canvas template for the bigger initiatives
For the “big” initiatives that needed more groundwork, we used a Discovery Initiative canvas — what we already know, what we still need to discover, and the prerequisites before it can move to a dev-ready roadmap.
Miro board: a Sailboat retrospective surfacing what was moving the team toward the goal and what was holding it back
We closed ideation with a Sailboat retro: what's moving us toward the 2-year goal, and what's anchoring us back — surfacing risks that nobody had said out loud yet.

Day 5 — Building the actionable roadmap

Miro board: the swim-lane roadmap, every initiative time-boxed and split across Backend, Mobile, Product, Design & Research and Business
On the final day the whole team mapped and time-boxed every activity needed to realise each roadmap initiative — split by Backend, Mobile, Product, Design & Research and Business — bearing in mind how long product, dev and user research would each actually take.

The Breakthrough

The turning point. It didn't arrive as one dramatic moment — it arrived on Day 2, gradually, as the dot-voting board filled up. The conversation stopped being “why my feature matters” and started being “does this move the goal and the metrics we all agreed to on Day 1.” Once the room had a shared yardstick, disagreement got a lot less personal.

Conflict resolution. The two prioritisation matrices — impact vs. user outcome, then impact vs. effort — did most of the conflict resolution for us. Nobody had to “win” an argument about whose initiative deserved a spot on the roadmap; the matrix made the case visually, and dot-voting meant every voice, regardless of seniority, carried the same weight.

What We've Achieved

  • Aligned on Crypto Trading’s goal for the next 12–24 months and how we'd measure success
  • Identified user pain points from prior user research and prioritised them against the desired user & business outcomes — seeing more clearly which issues to tackle first to move the success metrics
  • Ideated on solutions to the HMWs, then dot-voted to pick the runners-up (low-effort, high-impact against the 2-year goal & metrics) — giving the roadmap additional items to consider for Q4 or Q1 2024
  • Worked through the “Discovery roadmap” — marking the prerequisites to bring initiatives to the “Dev-ready roadmap” — mainly for the “big” initiatives
  • Built the actionable roadmap by mapping and time-boxing the activities each initiative needed, accounting for product, dev and user-research timeframes

The final deliverable is the swim-lane roadmap from Day 5 — every initiative, time-boxed and split across the teams and owners that would either build or do discovery, depending on the type of initiative.

Business impact. The roadmap this workshop produced became the basis for Crypto's H2 2023 planning, and its smaller initiatives are what turned into one of its main initiatives — the Crypto Dashboard redesign.

Feedback and Lessons Learned

Overall, the feedback was strongly positive. Participants saw the roadmap workshop as well organised, clearly structured, well facilitated, and focused on producing useful outcomes.

Key strengths mentioned

  • Clear tasks, effective time-boxing, good presentation, and strong time management
  • A results-driven process that produced an organised, actionable roadmap for the next six months
  • Better understanding of customer challenges and how proposed solutions connect to short- and long-term goals
  • Strong preparation, attention to detail, and visible effort before and after the workshop
  • Dedicated leadership and follow-through on the ideas generated
  • Effective facilitation that encouraged the team to work toward better customer outcomes

Room to improve

The main opportunity for improvement was the workshop's intensity. One participant found the five-day agenda too packed, particularly for newcomers. Suggestions included:

  • Making the format shorter
  • Holding similar workshops more frequently instead of concentrating everything into one week
  • Involving more team members in the workshop preparation process
Kudos message from Nikola Rumenov Radonov, Senior Engineering Manager: “Great workshop Desi in every aspect. I am impressed how dedicated you are working after hours on the ideas generated. I think you are a true asset for the team and company. Thank you!” Email feedback from Krum Gerginski: candid on the workshop's pacing while still calling it very useful for clarifying long and short term goals and aligning solutions to customer challenges Email feedback from Franz Steinbeiss thanking the team for the effort put into the workshop and noting the well-thought-out content Written feedback from Simeon Todorov on what the workshop achieved: well organized, well time-boxed, great team effort, and a well organized roadmap for the next half year LinkedIn recommendation from Andrey Dimitrov, Product Manager at Paysafe Group, praising Desi's skills as a UX expert, researcher and workshops facilitator LinkedIn recommendation from Samuel Collins, Building Bridges at Outrun: praising Desi's ability to bridge user needs with business objectives, her well-structured workshops that fostered cross-functional collaboration and led to clear, actionable outcomes, and research that drives informed decision-making and supported roadmap planning

Related work

Two case studies sit close to this one – the same conviction that alignment comes before execution, applied at different scales.