Shelby Stephens

Overview of Project

Who

Sarah Bienvenue

Bill Ux

Jeff Carbee

Shelby Stephens

My Roles

Research

Prototyping

Testing

Documentation

Tech

Sketch

Invision

Mixpanel

Time Frame

October 2019 - August 2020

About the Project

Why Checklists

Schools needed a central area to collect documentation from students.

Students and parents of students needed a way a central area to fill out and subit documentation.

Increase admission and enrollment processes.

Current product has had checklists for candidates for many years.

Predispositions

Schools want what the candidate checklist already rovides.

Clients want to checklists for re enrollment purposes.

Clients want medical and athletic staff to be included.

Research Process

Video meetings with company client advisors.

Client conversations during User Conference and other company events.

Collection of client community conversations, ideas in Aha!, and other data points.

Market analysis and comparision of similar solutions.

Design Proces

Weekly meetings with Triad which consists of the Project Manager, Lead Developer, and the UX Designer (me).

Created initial mockups in Sketch based on findings during the discovery process.

Shared mockups weekly with the Triad for feedback and to drive us to have deeper conversations about the expected workflow.

Iteration on mockups occured daily resulting in 200+ artboards.

After months of discovery, meetings, design iterations, and Sketch files, an Invision prototype begsn to emerge.

Through these iterations and variations in design direction, as a Triad, we were able to agree on a way forward with the design for the Early Adopter Program.

Early Adopter Program

June 16th - August 4th 2020

12 clients elected to be apart of the program

Mixpanel set up to collect data based on main feature tasks.

EAP = Early Adopter Program

When the prototype is developed and near completion, a small group of clients are invited to explore and use the new feature with the expectation that they provide feedback on their experience.

Final Design

Student and Parent Experience

Expanded View of More Than One Checklist

Admin Experience

Setup of Checklists and Steps

Management of Submitted Checklist Steps

Assignment and Removal of Checklists

Mesauring Success using Google's HEART Framework

The HEART framework is used in order to determine whether the Early Adopter Program was successful. If it is, the feature is realeased to all clients. If it is not, general release is delayed and more feedback from EAP clients is gathered in order to determine how to make the EAP a successful one.

Happiness Is the client satisfied with the EAP product? Measured by sending a survey near the end of the EAP to gauge client's happiness using a scale of 1-5 and other measures.

Based on the Hapiness survey sent to clients, 100% of them said they would be somewhat or very disappointed to lose access to student checklists./

83% of clients said they are satisfied or very satisified with student checkists.

Engagement Is the client engaged in the EAP? Measured by

Of the 12 clients who signed up for and agreed to participate in the Early Adopter Program, only 50% of clients actually wrote in the designated community for student checklists or emailed the product manager with feedback or questions.

Adoption Is the client adopting the product in the EAP? Measured by using data points in Mixpanel and whether or not hecklists are active for a client at the end of the EAP.

Retention Is the client still using the product after the EAP? Measured by data points in Mixpanel, are clients using the student checklist area?

Task Sucess Were the clients able to successfully complete predefined tasks? Through data points in Mixpanel, compare and collect whether a client has completed or not completed a task. We wanted clients to get a 100% on most tasks and 80% on a few others.

Tasks we measured Creating a checklist, assigning a checklist, submitting a step from the student/parent side, and changing a checklist step status from the admin side.

100% of tasks have at least a 4.25 average ease of use rating.

Using Mixpanel

Conclusion

The EAP was a success and Student checklists became available to all Education clients the morning of August 8th, 2020.

This EAP was during a global pandemic that greatly effected schools, especially the private school sector including a jump in applications and admissions, the area that Student checklists resides. Because of this, engagement was low but the outcome and feedback recieved was meaningful, constructive, and increased the value of the product.

Student Checklists

Allows school administrators to create checklists that help students keep track of the items they need to complete throughout the year.