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Discovery research to inform the design and development of an educational platform

This open-source project is focused on improving access to teaching resources for dyslexia in West Africa. I conducted and synthesized discovery research to inform the design and development of a learning management system and educational platform.

Methods

Utilized a continuous discovery approach to identify what research was missing, and what research could be conducted and synthesized in this phase for meaningful action.

  • Research: Desk research, SME interviews, Competitive analysis, Surveys, Interviews, Focus groups
  • UX/UI Design: Persona

Results

  • Conducted and synthesized a range of quantitative and qualitative research to validate protopersona
  • Established early recommendations for product requirements and design direction

Role

Stephanie Lin (UX Researcher), +2 other researchers

Team
Product Manager, Strategists, UX Designers, Content Writers

Clients
Tech Fleet, Dyslexia Foundation of Nigeria

Constraints

We had an incredibly short timeline and diverse team of 35, living across 6 time zones with most individuals working on a part-time basis.

Timeline
Sep - Dec 2023; Phase 1 Discovery

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Starting with what we didn't know

In reviewing the Phase 0 handoff, we found out we didn't know much! We had a high level problem statement, but knew little about specific pain points, behaviors, motivation, and localization.

Shocked researcher listing down unanswered questions

Image 1. Researcher discovering unanswered questions

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Getting other team members what they need

As a team, our goal was to get as much insights into the problem space as possible. We also wanted to make sure our other team members could move forward with their tasks.

step 1

Conduct desk research

I conducted desk research on dyslexia regarding signs, symptoms, causes, and diagnosis. I also researched how competitors approach educational platforms to identify our unique value proposition.

step 2

Hypothesize jobs-to-be-done

I outlined what we do know, working assumptions, and jobs to be done (JTBD). This clear framework facilitated collaborative brainstorming, enabling our team to identify key features and map out user flows.

step 3

Draft interview questions

We had valuable key insights provided by our client, but wanted to understand the teacher's perspective and their workflow. Recognizing the complexities of school systems, we emphasized localization in our design process.

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Conducting a focus group with DFN trainers to get crucial insights quickly

I led transcription, analysis and synthesis of the focus group (n = 5) data. Simultaneously, my other teammates focused on 1:1 interviews and survey recruitment.

Participant criteria

Variable criteria

Recruitment

All participants were recruited through our contact person at DFN.

Format

1.5 hour focus group, facilitated by UX Research Lead; recorded on Zoom

Sample questions

  • How do you currently determine the lesson plan for students with dyslexia?
  • What, if any, are your major blockers when working with students with dyslexia?
  • Could you describe a situation where you really struggled to make improvements with a student? How did you overcome it?

Transcription, Analysis, and Synthesis

Due to internet connection and access to technology, the recorded transcript required thorough review. I explored 3 different transcription software (Otter AI, Dovetail, and Fathom). Dovetail provided the most accurate transcription, but still many pieces were missing. I relistened to the transcript and used Figjam AI to help me affinity map. I led final affinity mapping and synthesis.

Image 2.  Affinity mapping

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Identifying *actual* concerns of the trainers

Contrary to our initial hypotheses, trainers actually struggled with providing support to students and their family. They felt responsibility to help their students with the discrimination they experience.

100%

of DFN trainers struggled with collaborating with parents

0%

of DFN trainers actually struggled with progress tracking for students

100%

of DFN trainers wanted to help students navigate their emotions

Health conscious user expresses friction on site

Image 3. Insights from A DFN trainer

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Validating the user persona for teachers with more expertise

With our discovery research, I was able to outline specific user goals and challenges for future phases. This will help guide the design and development direction for the remainder of the project.

Obi, DFN trainer

Image 4.  User Persona Obi's Portrait

Meet Obi

Overarching Problem

DFN trainers struggle to navigate lack of resources and stigma regarding dyslexia within West Africa.

Goal

DFN trainers want to better support and understand their students with dyslexia so they can see their students thrive.

  • Develop age-appropriate activities and discussions to teach children about the strengths and challenges of dyslexia.
  • Implement basic strategies for recognizing and responding to signs of emotional distress in children.

Challenges

  • How can I make learning fun when a child becomes scared of the alphabet?
  • How do I motivate a child when they're constantly frustrated after school?
  • How do I convince a family member that the child simply has a different way of thinking?
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Final Recommendations

As Tech Fleet is winding down for the year, the following recommendations will be delivered to the next phase's team members.

recommendation 1

Identify key differences

A second persona or archetype approach might be more helpful. Based on current research, teachers with more expertise and teachers with less might have vastly different goals due to their beliefs about dyslexia (eg. whether it exists or not).

recommendation 2

Conduct more desk research

In terms of localization, there is still a lot we don't know about the variety of school systems and cultures within West Africa. In addition, cognitive training is the core of the curriculum and little research has been done for validity and acceptance.

recommendation 3

Define high level structure

The project direction is focused on dyslexia. However, who would be the actual users of the app? If all teachers within a school system participates, how does it affect the curriculum development and project direction?

Image 5.  Final Demo slides (Snippets)

Full Demo Slides