Engaging Young Adults Through Curated Learning

Engaging Young Adults Through Curated Learning

FinLit

FinLit

FinLit

The Overview

Choose a learning focus area, and be immersed in engaging personal finance lessons that build confidence through solving puzzles and scenario-based problems.

As project manager, I led the team of designers as well as user interviewing and usability testing. I created the final mobile prototype including content writing and interaction design.

My Role

Project Manager

Team

Bray Templeton, Chuofan Zheng, Elvira Andrews, Kristin Flores, Sam Shambhavi

Tools

Figma, CodePen

Skills

User Interviewing, Usability Testing, Mockups, Prototyping, Icon Design

The Problem

Recent college graduates are not financially literate due to a lack of approachable and engaging education during high school and college.

Recent college graduates are not financially literate due to a lack of approachable and engaging education during high school and college.

The Solution

The Solution

The Impact

+1

Feasibility for implementation as a supplemental learning tool in the classroom

🌉

Bridging the gap between formal education and adulthood

❄️

Providing a one-of-a-kind platform with curated learning plans

+1

Feasibility for implementation as a supplemental learning tool in the classroom

🌉

Bridging the gap between formal education and adulthood

❄️

Providing a one-of-a-kind platform with curated learning plans

+1

Feasibility for implementation as a supplemental learning tool in the classroom

🌉

Bridging the gap between formal education and adulthood

❄️

Providing a one-of-a-kind platform with curated learning plans

My Role

Project Manager

Team

Bray Templeton, Chuofan Zheng, Elvira Andrews, Kristin Flores, Sam Shambhavi

Tools

Figma, CodePen

Skills

User Interviewing, Usability Testing, Mockups, Prototyping, Icon Design

Understanding Demand and Needs

Understanding Demand and Needs

User Research Goal

Discover the subjects in personal finance that intrigue users, and methods for effectively delivering them.

Semi-Structured 1-on-1 User Interviews

Our team began by conducting user interviews on Zoom in order to understand users’ learning experiences in personal finance. We also wanted to learn about their financial goals and experiences with education apps. After the first round of card sorting users' responses, we translated them into categories that outline user preferences and restrictions.

User
Insight

User
Insight

Users feel motivated and connected to the content they’re learning when it’s personalized and curated.
Users feel motivated and connected to the content they’re learning when it’s personalized and curated.

Looking to Competitors for Feature Inspiration

Looking to Competitors for Feature Inspiration

Analyzing Financial and Education Apps

Our team explored apps like Khan Academy and Mindpal to investigate how they present content. We looked at how they structured lessons i.e. chronologically in Duolingo and by topic in Khan Academy.

Our team explored apps like Khan Academy and Mindpal to investigate how they present content. We looked at how they structured lessons i.e. chronologically in Duolingo and by topic in Khan Academy.

Our team explored apps like Khan Academy and Mindpal to investigate how they present content. We looked at how they structured lessons i.e. chronologically in Duolingo and by topic in Khan Academy.

Video content
Terms practice
Flash cards
Testing knowledge

Takeaways to Sketch and Develop

1

Flexibility

The ability to choose a focus area may excite users

2

Styles of Learning

Presenting content in various formats to appeal to more users

3

Growth

Progress bars and leaderboards could be motivating features

1

Flexibility

The ability to choose a focus area may excite users

2

Styles of Learning

Presenting content in various formats to appeal to more users

3

Growth

Progress bars and leaderboards could be motivating features

Iterating and Testing the System Architecture

Iterating and Testing the System Architecture

Guerrilla Usability Testing our First Lo-fi Iteration

Our team conducted 5 usability tests with users of different ages, in order to observe where there is friction in completing a module. We prompted users to find key pages like 'Discover', and to successfully navigate through an entire learning topic to the point of the quiz.

Our team conducted 5 usability tests with users of different ages, in order to observe where there is friction in completing a module. We prompted users to find key pages like 'Discover', and to successfully navigate through an entire learning topic to the point of the quiz.

Our team conducted 5 usability tests with users of different ages, in order to observe where there is friction in completing a module. We prompted users to find key pages like 'Discover', and to successfully navigate through an entire learning topic to the point of the quiz.

Insights that Informed our Second Lo-Fi Iteration

🧭

🧭

🧭

Users want a clear, broad view of the learning path. Where are we starting? Where are we going?
Users want a clear, broad view of the learning path. Where are we starting? Where are we going?

🥇

🥇

The progress meter should be a constant feature to motivate users throughout the module.
The progress meter should be a constant feature to motivate users throughout the module.

🛠️

🛠️

🛠️

The navigation bar should have intuitive terms. 'Wallet' and 'Leaderboard' are confusing.
The navigation bar should have intuitive terms. 'Wallet' and 'Leaderboard' are confusing.

Ideating 'Choose a Focus Area' Page

Sketch
Iteration 1
Iteration 1
Iteration 2

1

Profiling questions have less room for variables. This makes it easier to assign users a focus area.

2

Ultimately, we removed questions altogether to ease the process and give users the option to choose a path.

3

Users expressed desire for a breakdown of the content within focus areas.

1

Profiling questions have less room for variables. This makes it easier to assign users a focus area.

2

Ultimately, we removed questions altogether to ease the process and give users the option to choose a path.

3

Users expressed desire for a breakdown of the content within focus areas.

1

Profiling questions have less room for variables. This makes it easier to assign users a focus area.

2

Ultimately, we removed questions altogether to ease the process and give users the option to choose a path.

3

Users expressed desire for a breakdown of the content within focus areas.

Ideating the Module Dashboard Page

Sketch
Iteration 1
Iteration 2

1

The profile icon used to be at the top of the dashboard, but was moved to the nav bar to replace 'Wallet'.

2

We more clearly defined where the user is in the focus area using a breadcrumb trail.

3

The profile icon was replaced with a progress meter to motivate users throughout the module.

4

Placing the module title in the center and in larger text makes it clear this is the module's dashboard.

5

'Wallet' and 'Leaderboard' were replaced with 'Focus Areas' and 'Profile' in the nav bar.

1

The profile icon used to be at the top of the dashboard, but was moved to the nav bar to replace 'Wallet'.

2

We more clearly defined where the user is in the focus area using a breadcrumb trail.

3

The profile icon was replaced with a progress meter to motivate users throughout the module.

4

Placing the module title in the center and in larger text makes it clear this is the module's dashboard.

5

'Wallet' and 'Leaderboard' were replaced with 'Focus Areas' and 'Profile' in the nav bar.

1

The profile icon used to be at the top of the dashboard, but was moved to the nav bar to replace 'Wallet'.

2

We more clearly defined where the user is in the focus area using a breadcrumb trail.

3

The profile icon was replaced with a progress meter to motivate users throughout the module.

4

Placing the module title in the center and in larger text makes it clear this is the module's dashboard.

5

'Wallet' and 'Leaderboard' were replaced with 'Focus Areas' and 'Profile' in the nav bar.

Final Product

Final Product

Curated Learning Paths with Multiple Learning Styles

Desktop Version

Next Steps and Reflection

Next Steps and Reflection

✏️

Build out the quiz feature to test the effectiveness of teaching approaches within modules

🥈

Integrate leaderboards feature to allow for in-classroom use as a supplemental learning tool

👾

Improve the level of gamification by animating responses to correct/incorrect answers and reaching 100% progress on your meter

✏️

Build out the quiz feature to test the effectiveness of teaching approaches within modules

🥈

Integrate leaderboards feature to allow for in-classroom use as a supplemental learning tool

👾

Improve the level of gamification by animating responses to correct/incorrect answers and reaching 100% progress on your meter

✏️

Build out the quiz feature to test the effectiveness of teaching approaches within modules

🥈

Integrate leaderboards feature to allow for in-classroom use as a supplemental learning tool

👾

Improve the level of gamification by animating responses to correct/incorrect answers and reaching 100% progress on your meter

Reflection

FinLit could be further developed with elements of animation, illustrated characters, and more types of games. We managed to avoid scope creep and produce a complete prototype for mobile and desktop. I'm proud of our decision to utilize guerrilla testing given our three week timeline.

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