THE NEAR FUture = most important

Not all information is needed at all times. When managing projects, the user only needed to have a detailed understanding of what was happening next. 

Design Implications

In the Dashboard, the next touchpoint was automatically expanded, while all others were collapsed.  

In the Timeline, there was a clear indication of where 'Today' was. The current phase was expanded to show all touch points. Previous and Future phases only showed high level summaries. 

Need Addressed

District leads understanding value of project phases and managing the complex structure and many touchpoints.

Not all interactions are equal 

Education Elements Consultants and their clients interacted in two ways: workshops and biweekly calls. Initially, both were treated equally. But we soon realized that the way people prepared for or reflected on these events were vastly different. Workshops required pre-work, included outputs, and required follow-ups. Bi-weekly cllas were merely checkins.

Design Implications

In the Dashboard's Upcoming Touchpoints, these two types of touchpoints were given different visual treatments. 

In the timeline, by default, the bi-weekly checkins were hidden to reduce clutter. If they chose to, the user could include checkins to the timeline. 

Need Addressed

District leads' need to understand which events require more preparation and attention. 

PULSE

When designing we came up with this concept of Pulse. Project Leads and Consultants needed to know how a project was doing at many different moments. 

Design Implications

Pulse were indications of status that appeared throughout the platform. It provided these types of insights:

• Overall: How was a wave or school doing? 
• In preparation: How many people had completed an assignment for an upcoming touchpoint? Am I on track with my tasks?
• Reflection: How did participants feel about completed touch points? What as the average ratings for a completed or current phase?

Need addressed

DIs could now focus on their attention where it was most valuable rather than constantly using phone calls or workshops to talk about status.