Motivis Learning is an education technology startup focused on creating software for Competency-based Education (CBE). The Learning Relationship Management platform (or LRM) allows schools to capture the entire student learning journey using data from academics, clubs and student groups, attendance and registration, and more.
Some schools have coaches, mentors, and advisors that are focused on long-term student success. The role of the coach is to help each of their students on a personal level. We needed to build a tool to support the student-coach relationship.
The problem we needed to solve for was how to help coaches manage the caseload for their students while not taking time away from one-on-one sessions.
Internal Coaching Subject Matter Expert, Project Owner, Director of UX, Lead UX Designer, UX Researcher
UX Research, UX Design
I conducted discovery sessions with stakeholders to define goals of the research and recruited deans and coaches from schools to share their experiences.
These interviews were with deans or department heads who understood the school’s coaching model at a high level and could speak to the bigger picture of school goals.
This was an ethnographic exercise where we met with coaches in their workplace to get a sense of what they needed to do and what hindered them.
To make sense of all the data we collected, and what the experience needed to accommodate the needs of the coaches, I created UX artifacts including user flows and a coach persona to assist the designer.
Coach Carlos became our shorthand for all we learned about coaching. In creating this persona we focused on the challenges and goals of the coach–information that was relevant to the approach of the design.
We focused on the creation and management of weekly meetings the coaches needed to have with students.
First on a whiteboard, and then in Axure we worked together at each step. I helped the Lead UX Designer understand the steps that coaches needed to take and then he created the wireframes we would use to validate our assumptions with other coaches.
The Lead UX Designer and I mapped out each screen first on the board to determine if we captured all the interactions and pages needed to reach all the coaches' goals.
This is an example of the Check-in page that we used in usability testing with coaches.
Using Axure, the UX Lead put together a clickable prototype that we used to test with coaches from partner schools. I recruited coaches to walk through the experience remotely using Zoom meeting’s share screen feature.
In the experience we prototyped, the academic coaches understood how to create a check-in, evaluate the check-in and manage all of their students. One of the insights we uncovered what that the questions to capture the check-in data weren't quite right so we needed to change it in the next version.