Self-Management Journey Redesign
Deliverables
Scope Identification
I researched and developed a new onboarding experience for program participants using behavioral design. Unlike traditional onboarding experiences, we considered the pre-registration phases as part of the participant experience into the program, since it is a key moment for education and motivation-building.
Research Planning : Research Question & Work Breakdown Structure
As part of the work, I created a work breakdown structure, with deliverables, artifacts, collaborators and deadlines. This allowed us to plan the budget and resources allocation to deliver on time.
Research Design: Methodology & Tools
I initially ran an exploratory research with the goal of identifying thinking styles and common themes. The two methodology I used were Deep Listening for the data collection and Grounded Theory, with a computer-aided qualitative analysis software, for the analysis.
Crafting Personae
From the interviews, I crafted personae. Unlike demographic personae, these represented a combination of unique points of views and life circumstances.
The personae were research-driven. I analyzed the collected data using relational, quotes and similarity matrices in order to identify patterns. These patterns showcased four distinct attitudes towards healthy living changes.
Behavioral UX Strartegy
The next part of my research focused on literature review, as I explored self-determination theory and behavioral design. The goal was to understand how each of these profiles could find their own motivation to overcome their particular challenges.
I reviewed the end-to-end journey from discovering the program until program completion to identify potential leverage points. I then integrated agency, connection and competency where applicable.
As part of the design, I crafter two broad approaches. The first consisted of increasing motivation for joining the program. Once the interest was high, we then focused on lowering obstacles. A separate study was done on lowering obstacles. You can read about it here.
Implementation
Combining these elements, we crafted a new design flow that incorporated the personae and the self-determining factors into the flow. The content for this flow was created based on a study I ran in parallel. You can read about it here.
This research combined three different researches. The exploratory research described above, the obstacles research and the narrative research. Combined, they formed this new participant onboarding flow.
Github Project (Public)
Repository (Private)
My Role
Researcher
UX Designer
Project Manager