Redesign of Kolibri's Coach Reports

Helping educators make data-informed decisions to support effective & personalized learning

TIMELINE
April - December 2018
ROLES
Research
Strategy
UX Design
TEAM
2 Designers
1 Product Manager
2 Software Developers

Kolibri is an open-source edtech platform that is designed for learners and communities around the world who face barriers to accessing quality educational materials and learning experiences. Its coach report tool allows educators to assign learning materials and track learner performance in real-time. All of this can be done on devices connected over an offline local network.

The problem

The coach reports were designed to present data about student progress that can help teachers make decisions about their next steps. However, the reports did not effectively display the information that coaches were looking for, causing them to perceive the reports as difficult and tedious instead.

Usability issues

Through observation and feedback over time, we learned that teachers were either not using the coach reports or having a difficult time finding information for these main reasons:

https://youtu.be/UKSn8GbSguE
https://discourse.webflow.com/t/horizontal-scroll-div/112098/4

Understanding teachers

First, we needed to understand what teachers were looking for. We looked at data from education research reports, user interviews and observations, and conversations with team members who had expertise in the field of education.

Formative assessment cycle

The coach report tools support different stages of the formative assessment cycle: a low-stakes, informal way that teachers seek to understand what students are retaining throughout the learning process. Think of pop quizzes, quick surveys or polls, or when a teacher simply asks the class what their takeaways are from the lesson they just learned.

This helped us be mindful of how the tools must adapt when teachers are at different stages of this cycle. They should be able to quickly find the information they're looking for when they need it.

Credit: Teachers Know Best: Making Data WorkFor Teachers and Students

While Kolibri plays a role at all stages of this cycle, we realized the reports play the most important role at the "Plan & Teach" and "Analyze" stages - helping teachers measure their students' performance and presenting data that can help inform their next decision.

User journey

Our interviews, observations, and feedback showed us how Kolibri fits into their process for planning, teaching, and evaluating their students. Creating these journeys helped keep us grounded in the realities of our users when discussions about effective teaching and learning became more abstract and theoretical.

Systemic barriers

Broader systemic issues also create compounded effects on the problems that the average teacher already faces. For example, large class sizes due to limited resources and infrastructure make it more difficult to provide individualized instruction and teacher-student engagement. Lack of resources and quality learning materials also made it difficult for teachers to access professional development and consistent support.

Learning Equality creates tools that address barriers to equitable educational experiences. While the tech platform itself is not a "silver bullet" that can address all of these problems, it was important to keep these issues at the forefront as we considered potential design solutions.

Personas

Our research allowed us to create simple personas with two major parameters: level of teaching experience and type of learning environment.

Louise

Novice teacher
Out-of-school catch up program
Unfamiliar with digital tools in general

Frustrations

  • Has trouble knowing her next steps after delivering a lesson
  • Slightly overwhelmed and intimidated by the idea of using digital tools for teaching
  • Usually doesn’t have enough time for lesson planning
  • Struggles to recognize what her students are understanding during lessons and adapting on the spot

Selma

Experienced teacher
Secondary school in a refugee camp
New to using digital tools in the classroom

Frustrations

  • Hesitant to adopt new and unfamiliar practices
  • Familiar with differentiated teaching methods that meet individual learning needs
  • Leans on intuition to decide next steps for teaching
  • Excited to learn to use digital tools but fears breaking it
  • Classes are too large to give everyone individualized support during class

Common goals for both

Based on our understanding of the constraints faced by teachers who use Kolibri, we prioritized the needs of teachers who fit the persona of Louise. The updated design should encourage good teaching practices while meeting teachers where they're at, offering support no matter their experience level.

Design goals

In summary, Kolibri's coach reports should enable the following:

Ideation

User stories

We started moving from insight to design by writing user stories that corresponded with the personas and the different stages of the formative assessment cycle.

As a [user type],
I want to [task],
So that I can [underlying motivation]

We visualized themes with a user story map to make it easier to discuss our next steps.

We couldn't do it all and realized we needed to narrow our scope of what we had the capacity to support in this redesign. Based on what we knew, we evaluated which stories we were already somewhat addressing in our platform, which ones were not yet met but seemed possible to address in the immediate term, and which stories we knew would be better to address in the longer term.

After this, we had a solid set of stories that aligned with our design goals, research, and were feasible in the short term. Through this process, we were also able to capture key information that should go in the reports and how it could be organized.

Competitive analysis

There are edtech platforms out there who addressed similar or analogous goals. We looked at other edtech tools who overlapped for a few reasons: to find any common patterns for experiences similar to what we were trying to achieve, as well as any pitfalls and flaws to avoid.

The personas and stories we wrote guided us to put ourselves in the shoes of teachers as we explored these platforms.

Crazy 8's

There were some problems where our design team of 2 needed more perspective. Crazy 8's are a fast way to explore many potential solutions at once for a challenging design problem where the design direction isn't straightforward. We did this activity with a few of our team members who had past experience as educators.

New information architecture

We reduced the top-level navigation from six tabs to three tabs that targeted teacher intent at different stages of the formative assessment cycle: Class home, Reports, and Plan.

Final design

Dashboard

We introduced a dashboard that showed summaries of completion status for different learning materials. To assist real-time monitoring, we included an activity feed that updated at frequent intervals.

"Needs help"

The new "needs help" status highlighted what concepts students were getting incorrect answers for in their most recent attempts on questions, drawing more attention to what teachers should focus their next lessons on.

The "needs help" indicator could also be attributed to individual learners so the teacher can get a sense on who they need to follow up with.

"Difficult questions"

Teachers could drill down further to see which specific questions and concepts that students struggled with the most, and identify patterns across difficult concepts and learners.

This feature naturally created groups of learners who had common misunderstandings to give teachers the information they need to decide interventions at the group and individual level.

Outcomes

User testing with a group of 12 teachers who were already using Kolibri showed that overall, the redesign improved how teachers could make sense of their learners' data from the previous version of the coach reports.

We were also able to get constructive feedback to improve things in later rounds of development.

Reflections (updated 2022)

This project set a strong foundation for how the Product team at Learning Equality understands and talks about teacher needs from a design perspective. The process also helped us figure out how we can work together to create shared foundational understandings of our users that can motivate product direction.

Scoping this project meant dealing with high complexity; in addition to managing UX/technical considerations and team capacity, there were many different social problem areas intersecting and compounding on one another, from educator skill gaps to infrastructure barriers to the upheaval and changes that come while learning as a refugee. Keeping complexity from becoming complicated was challenging. The process highlighted two things: how to distill the most important information about users that directly affects the product design, and the importance of including the perspectives of cross-domain colleagues and stakeholders at every stage of the design process.  

Looking back, if I think about the question of "one thing I could have done differently," it would be to find a better balance between over-documentation and "doing design." Good documentation helps a team understand why decisions were made in the long run and have a north star to point to. It also helps a careful approach when designing within problem spaces where there are risks of technology exacerbating already-existing social inequalities. However, tools like user stories and IA maps can only take you so far – the meat of design is in exploration through action, creation, and thoughtful iteration.