Summary
Our team redesigned the reflection form aimed at enhancing its effectiveness and flexibility. The new form was meticulously crafted to collect actionable data that significantly improves the program’s outcomes while also simplifying the reflection process.
Our team redesigned the reflection form aimed at enhancing its effectiveness and flexibility. The new form was meticulously crafted to collect actionable data that significantly improves the program’s outcomes while also simplifying the reflection process.
As a product designer, I improved the Reflection Form's input experience and user flow, redesigning the UI to enhance the data collection process for researchers. I contributed to the design process, including product scoping, user flows, wireframes, prototyping, and usability testing. I also communicated with clients to develop viable ideas, collaborated with cross-functional teams, and successfully pitched the final proposal to leadership, securing their full support.
Part One
Introduction
PLUS - Personalized Learning Squared, is a tutoring platform that combines human and AI tutoring to boost learning gains for middle school students from historically underserved communities.
The platform supports over 3000 students, 500 tutors, completing more than 10k hours of tutoring every month.
Problem Framing
Redesigning a form might seem straightforward, but we often receive ambiguous design requirements focused on enhancing data quality, as the existing data points are not useful due to the old form being easy to fill out but failing to collect the necessary data to meet our stakeholders' needs. Initially unsure why it wasn't working, we reset our project goals and began considering the needs of various stakeholders.
We initiated by the need to improve data collection and usability of the existing tutor reflection forms which were found to be functional but not useful.
Product Goals
When setting up key metrics for the success of the redesigned Reflection Form, we chose indicators that would directly measure both the efficiency and effectiveness of the new design in achieving its intended outcomes.
Key Metrics
Part Two
DESIGN OPPORTUNITIES PHRASE #1
We did a design audit and collected user surveys to identify current bottlenecks related to feasibility and usability issues. From our evaluation of the current workflow using the Reflection Form, we learned several issues that impeded its effectiveness and usability -
DESIGN OPPORTUNITIES PHRASE #2
After the design audit and data analysis, we conducted usability testing to identify current bottlenecks related to feasibility and usability issues.
DESIGN OPPORTUNITIES PHRASE #3
Additionally, we interviewed 2 supervisors and researchers to deepen our understanding of their needs and why these did not align with the data collected by the forms.
We realized that the existing form design process had not adequately considered the needs of data providers and recipients, instead shifting the entire burden onto PLUS, which failed to match their actual needs.
Part Three
DESIGN DECISIONS
Considering the diverse needs of various stakeholders, I aimed to balance providing better efficiency for data providers and ensuring high-quality data for recipients.
This presented a new design challenge -- How can we redesign the form to collect high-quality data while making it easy for tutors to complete?
CHALLENGE ONE: DATA PROVIDER
Approaches One
During the usability testing, we discovered various use cases for tutors filling out the form.
To fulfill their needs, we made changes to the conditional progression and flexible navigation to ensure our design accommodates these different use cases.
Approaches Two
However, based on the previous user survey report and interviews with supervisors, we have identified additional edge cases that need consideration.
For instance, as one researcher noted, there are scenarios such as needing to step in unexpectedly for a colleague or when a session isn't recognized by the system.
We redesigned the UI to include double entry buttons, allowing users to initiate a new entry or access an existing one under special conditions without disrupting the normal workflow.
CHALLENGE TWO: DATA RECIPIENTS
Approaches One
We redesigned Information Architecture to tailored each session's structure to align specifically with its stakeholders' needs.
Approaches Two
Questions have been updated to align directly with the specific needs of stakeholders, ensuring that each query is purposeful and clear.
HIDDENCHALLENGE THREE: DEVELOPER
Approaches One
However, after we delivered the final design to the developers, they identified additional design problems with the new 'Add' buttons.
We changed the primary 'Add' button to a secondary button to reduce its prominence by minimal design changes to fulfill developer's needs, encouraging users to first go directly to the data table.
This adjustment aims to decrease duplicate data entries while still accommodating the use cases that address developer concerns.
Part Four
Design Solutions
The final design, along with detailed documentation, can be accessed through the following links.
Future Steps
Aim to finalize development by the end of summer.
The team can focus on refining key features, addressing any last-minute issues, and thoroughly testing the system to ensure it meets quality standards.
Collect and monitor initial usage data to measure success.
After launching the platform, it is essential to deploy analytics tools to track user engagement, completion rates, and overall satisfaction to offer valuable insights into how the platform is being utilized.
Plan for further iterations based on analysis and tutor feedback.
The feedback loop, combined with data analysis, will drive iterative updates that enhance the platform's functionality, ultimately leading to a more efficient and impactful tutoring experience.
🌟 Thank you 😊
