The first version of this student intervention management and tracking software had little in the way of user feedback or input shaping its design. The resulting product was cumbersome to use, both in setting up and maintaining intervention plans. I led user interviews, then created and tested prototypes of a version that was easier both to use and to parse visually.
The original Intervention Plan page is a motley collection of colors, and poorly organized.
It’s a continuous source of frustration and confusion for the K-12 Guidance Counselors who use it.
I visited and conducted interviews with Guidance Counselors to learn more about their daily work, how they used the software and whether it matched their workflow (it didn’t). Counselors expressed doubt about the ability to maintain plans in the system, and viewing different interventions or eligibility areas required a great deal of navigation.
“I don’t have time to click through all these screens…”
“I can’t make any changes to the plan once created…”
Sketches for Internal Communication
The workflow helped me communicate my overall vision with the team. I then sketched the dashboard and other key screens to further clarify and reach consensus before shifting into digital.
I went through several design iterations for the Intervention Plan dashboard.
In this version, controls for making changes to the plan are inline and contextual, and the whole plan shows on a single page. Creating a plan is made more intervention-centric, matching how users think about these plans.