All Posts in Product Owner

October 1, 2019 - No Comments!

The edTech Designer’s Creativity Toolkit: Deep Listening

"Deep listening" is a process of engaged inquiry and openness crucial to design work. When you truly listen to clients — including everything they're not saying — you'll find yourself asking better questions and reading between the lines as you move through the design process.

Without embracing deep listening early in the product planning process, you might struggle to refine your edTech product, add too many design features that confuse your users, or roll out a product that lacks a sound pedagogical basis.

With all your deep listening cylinders firing, however, your road from concept to beta testing will be much smoother — and your users will delight in the simple, elegant solution you've designed.

Keeping this in mind, here's how to approach deep listening in your own product planning meetings:

    • Hear everything. You'll generate dozens of details about your product, and it's a design team's job to listen closely to your goals. Designers need to understand what your edTech product should do and what your users need to accomplish or learn. Your design team often provides the fresh perspective you need to unlock or refine the purpose of your product.
    • Ask the right questions. Whether you need to get into the mindset of your users or simply unpack your product's goal, it's important that your design team asks the questions that showcase the learning experience your product will provide students. Knowing the right questions to ask will likely stem from your design team's years of experience in education and product design.
    • Stay open to unexpected solutions. Just because a design team has already built a similar product doesn't mean they already have the best solution at hand. Stay open-minded to alternative designs, so you can hit on the best solution for your users.

When you stay open and curious throughout the design process, you'll generate more helpful information: better questions, more nuanced solutions, and more effective learning tools that get to the heart of your product and the users who will adopt it in the classroom.

Ultimately, the deliberate process of deep listening is designed to help you make decisions that will better serve all of your users, from the administrators who make purchasing decisions to the students trying to bolster their reading skills.

Case Study: Get to the Heart of Your Users with Design-Thinking Workshops and Deep Listening

Design-thinking workshops are important opportunities to practice deep listening at the early stages of the design process. If you're still discovering your user personas and designing their pathways through your product, deep listening can help you get to the heart of what your users value and how they'll engage with your product.

For example, in a design-thinking workshop for Hats & Ladders, an edTech company with an innovative mobile career education platform, we focused intently on who the app's users were and how each of their personas experienced the app.

Through the process of deep listening, it became apparent how each of their user personas approach the app's content differently. An "unmotivated" student might not take the same pathway as an "overachiever," for example, while an "undecided" student might take yet another pathway to uncover the career that's right for them.

By listening to how the client framed who their users were, we were able to develop strong user stories and user pathways. It mattered how we asked questions — and how we listened to the client's answers.

Ultimately, this process resulted in a completely restructured app that appealed more strongly to high school users. We made building a user's profile central to the experience of playing the in-app game. This allows teens to engage with the app's content while explaining their identity in meaningful ways to other users — and to themselves.

Without staying open-minded throughout this process of deep listening and inquiry, we wouldn't have uncovered such meaningful information about Hats & Ladders's user personas.

And without thinking at length about their high school users in particular, we wouldn't have hit on a design solution that appealed so strongly to teens or broadened the audience for the app.

More often than not, deep listening results in more informed — and more effective — product design.

How Deep Listening Leads to Better edTech Design

Asking the right questions — and listening deeply to the answers — is all about discarding your assumptions. Be open to thinking through why certain design decisions are being made, how these decisions apply to each of your users, and how the end results might be different than what you thought at the beginning of the process.

If you're leading product planning meetings, consider making openness your primary goal. Open-ended questions help you stay mindful of any baggage you might be bringing from your last project, while listening deeply to answers from your team will help you stay open to the unique challenges of a new project as you uncover its personality.

Every edTech product is different, but I have a simple set of open-ended questions in my designer toolkit that I return to again and again throughout the product planning process. These questions will help you throughout your design process, too.

Here are three questions that help me listen more deeply:

  1. How much interaction will your user need in order to engage with your product? This question gets to the heart of how different user personas are in edTech, as well as the assumptions you and your team might be making about these personas. For example, students might be sophisticated users of design, but teachers aren't always as comfortable or well-versed. It's also important to understand the different needs of your users. Where are they using the product? How much time do they have to spend on it? How much familiarity will they have with a product like yours? What are their pain points, and what are their expectations? How do you explain something visually to each of these users? These early decisions in the design process profoundly shape the experience of your user, which is why it's so important to ask open-ended questions and listen deeply to the answers.
  2. How do we avoid visual overload to make the product easy to use? This question helps design teams unpack which features are necessary and which can be simplified for ease of use. After all, edTech users don't have a lot of time. If your product can't be used quickly and intuitively, then it won't get used at all. The learning or administrative experience also has to be beneficial for your product to be successful. Sometimes, visual complexity can get in the way of that goal. Without posing this question at the beginning of the design process, you might lose sight of this goal as you introduce exciting new features for your user.
  3. How do we organize content in a rich, meaningful way? This question helps design teams tap into the pedagogical goals of your product. Remember: edTech products are unique. In order to be successful, they need to lead students through a meaningful learning experience or help administrators do their jobs more effectively and with a more robust set of tools. How you organize your content should reflect the depth of these user experiences without introducing too many barriers, over-complicating your user interface, or causing information overload.

Remember to take the time to reflect on what you heard and put it through the filter of your expertise. The decisions you make in early planning affect the organization of your product later on, and it's crucial that you and your team understand the big picture right out of the gate.

Openness coupled with "deep listening" will help you discover exactly what your edTech product should look and feel like. You'll likely go back to these questions again and again as you refine your user personas and the goal of your product in order to give your users the best possible learning experience.

September 26, 2019 - No Comments!

How Intuitive Onboarding Can Replace Costly Teacher PD & Support

Onboarding systems — which help users understand how to navigate your product — can be the difference between success or failure, especially in edTech. These systems require plenty of up-front investment in research, planning, and testing, but getting your onboarding system right during the design process gives you immediate ROI.

How do I know? Whenever I'm designing software intended to make it easier for teachers to teach and students to learn, I think of my first-ever experience using TurboTax software. When I was 25, I left my full-time job designing interactive prototypes for Bell Labs and started freelancing out of my apartment in Hoboken. I freelanced for about a year before going back to work full-time for the kid's media company that fostered my early interest in creating better educational experiences with technology.

When it came time to do my taxes, I bought a copy of TurboTax and jumped right in. I confidently skipped the "tour" offered by the software and started powering through easy questions about my general information and income. A few hours later, I found myself tangled up in a mess of itemized deductions, hardware depreciation calculations, and profit and loss statements. I eventually gave up and took a messy stack of notes and receipts to an accountant recommended by a colleague.

I'm still not sure whether I goofed by skipping the tour or TurboTax made it too easy to jump head-first into a complicated process. If I had let Turbotax show me how to use the software, I might have:

  • Used the software more effectively
  • Felt less frustrated and possibly even enjoyed the experience
  • Not given up and stopped using the software altogether
  • Avoided hiring an expensive consultant to help me accomplish my goal
  • Told other colleagues about the product

Here's how to navigate the onboarding process in your own edTech product — and how getting it right saves you money in the long run.

edTech Products: What Onboarding Looks Like

There are a few different onboarding systems that help a new user understand how to use your product. Each onboarding system has different advantages, and edTech products often make use of more than one type in each product:

  • Virtual tours: Users click through a slide deck that provides an overview of the product and its features. This is the most passive form of onboarding, but it's still effective. However, if your product is complex, a virtual tour involves a lot of reading for the user. This can slow them down or make the product less accessible.
  • Coaching: Users follow instructions within the context of the software to better understand features as they are encountered. This is also called "just-in-time help."
  • Guided task completion: Users complete an interaction within your product as they're learning how to use it, i.e., "First you'll create a new class." This onboarding system leverages what we know about experiential learning, which is one of the best ways to teach people how to do new things.
  • Progressive onboarding: Users receive instructions about how to get through the first level of interaction in your product. The product then encourages deeper engagement over time. One of the advantages of this onboarding system is that users don't have to immediately use the full toolset to have a meaningful interaction with your product.

Your edTech product will probably use one or more of these systems to familiarize users with product features and help them get the most out of your learning tool. Hitting on the right onboarding strategy makes users happier, more engaged, and more likely to recommend your product — giving you immediate ROI.

The Immediate ROI of Getting the Onboarding Process Right

edTech products need to be easy for learners to adopt, effective for teachers to use in the classroom, and successful tools for administrators to invest in.

Choosing the right onboarding system makes it easy for each of your users to engage effectively with your product, whether that's using basic features as you intended or exploring the product's advanced features to get the most out of what your product offers.

When users feel empowered by a product, they become excited about its value, recommend the product to other people, use the product more effectively, and engage with the product more deeply.

After all, user engagement is the make-or-break point for every edTech product on the market. Designing a more successful onboarding process ensures ease-of-use for every persona that will encounter your product — and encourages deeper engagement from your users, too.

Here's how getting onboarding right will add immediate value to your next project:

1. Purchasers reduce their administrative costs and other burdens to use.

As edTech product developers create more complex products, parent companies have started sending software coaches to schools for expensive professional development and product onboarding sessions. By only offering in-person coaching or software support, edTech companies create inefficient and expensive onboarding processes that negatively affect their own bottom line, as well as the budgets of school districts that adopt their new software. Onboarding problems also compound when schools buy the product, or when IT departments don't implement correctly — issues that can be headed off at the pass with more effective onboarding.

While product designers might not be able to replace in-person coaches altogether, we can make the job of product owners easier. By designing the right onboarding system within your software from the get-go, you can shift your professional development resources toward webinars or other online materials that are more cost-effective for your company — and for your users.

2. Teachers engage with more meaningful professional development resources.

edTech products become more meaningful to educators when the value of the product is explained clearly and effectively within the product itself. Onboarding systems provide a great opportunity to explain this value by creating a desire for your users to engage with onboarding instead of skipping or dismissing it. Teachers want to know why your product will help them teach more effectively. They're interested in direct and actionable resources, like teaching demonstrations, that will help them understand and unlock the product's potential.

By creating a rich archive of techniques and resources that demonstrates you understand the nuances of teacher personas, you help teachers with their professional development in a meaningful way. At the same time, you decrease potential barriers to use for these personas, too. Ease of use will always be key to your product's ultimate success.

3. Users experience fewer problems and have ways to report feedback.

Analytics for your onboarding system will help you see where users encounter problems throughout the product. Testing helps unpack what you see in analytics, and you'll have more opportunities to revise and fix the feature with the help of your design team — or evolve the way you've chosen to onboard that feature altogether.

A "just-in-time" training prompt or a mini tour might address an issue for most users, while the presence of an onboarding prompt will give other users important cues that feedback systems exist within your software. After all, most users want to know how to use a product and what they can do if they have a problem. Choosing — and testing — the right onboarding system will provide your design team with more opportunities to uncover and build these feedback systems into your product.

4. Purchasers feel you understand their training and implementation pain points.

So much of product onboarding can happen successfully within an edTech product team — rather than with the sales team at the end of your funnel. When you hire a design team that understands how a school adopts a product, the onboarding process improves incrementally as you move down your sales funnel. This adds immediate value to your purchaser, who benefits from an easy-to-use onboarding system, excellent professional development resources, and increased savings for their district or school.

By making onboarding a priority throughout the design process, you provide crucial product support to the busy teachers and curious students who will encounter your edTech product. Whether you incorporate progressive onboarding, guided task completion, or other onboarding strategies into your product, finding the right tool through iteration and testing will only add to your bottom line — and establish your firm's user-friendly reputation in an ever-crowded field of competitors