Planning & Performance Tool
Role/Skills used: Creative Direction, UX/UI, Wireframing, User Research (Interviews, Testing, Flow) Prototyping (Paper), Product Management,
Who I worked with: Full-Stacked Developer, Director of Human Resources and Deputy Vice President of Operations (Major Stakeholders)
The Planning and Performance tool is an online tool designed to track the annual goals, projects and performance for individuals and teams at the Office of Alumni and Development at Columbia University.
Shortly after I joined the team, I was asked to 'redesign' the tool -- update some of the colors and fonts -- but I wanted to do much more than that. The design and interface of Version 1.0 of the tool was very plain, lacked visual hierarchy and had a very confusing interface. I took this as an opportunity to create a better experience for the users.
With just a couple months to work on this, I led the project from start to finish -- created a project timeline, mapped user flows, interviewed users to understand their frustrations, needs and expectations, conducted testing with paper prototypes, met with major stakeholders to ensure we were on track with the project timeline, designed the UI, and created the marketing material to introduce the tool to the office. With the help of the Elizabeth Yalkut, who was the team's full-stack developer at the time, we created Version 2.0 of the tool. This version addressed a lot of the concerns that users brought up in our interviews: increased font size, incorporating more visual cues, cleaner layout, and better navigation. We also added resources that the old tool didn't have -- searching for colleagues to collaborate with based on department/skill, How To pdfs to guide employees through the process of adding a goal, a calendar to help employees know when to create goals or when they should get their appraisal approved by their manager, and links to additional resources offered by the university, like online learning and classes.