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A technology and data-first approach to impact and education



While at EVERFI, our team wanted more direction for design priorities in future quarters. For this, I was tasked with conducting a detailed audit and competitive analysis for learner and teacher journeys on our platform. Afterwards, I researched and created initial designs for future direction and exploration.


Survey & Assessment Journey for Learners


The Challenge

We know that we present learners with a variety of surveys, pre-assessments, and confirmation screens before they start our courses. Within that variety are inconsistencies in display and interaction. This work is about understanding the current learner journey from beginning of course to finish, exposing opportunities for improvement, and creating design recommendations.

Design Process

I first conducted a thorough audit of the current learner flow from beginning to finish in a minimum of five courses to better understand the journey segmentation, how flow and clicks differ in different courses, and the issues with each. Next, I took a visual inventory of how our surveys and assessments present, summarizing opportunities including, what extra clicks, inconsistencies, interaction patterns, etc. might we address in future iterations? Finally, I designed recommendations and deltas for future exploration which i presented to the team.

Learner Flow

While noting the current learner flow for our courses from start to finish, we learned that there was a maximum of 24 pages a student could interact with outside of their course including a redirect page, pre-survey notice, pre-survey, pre-assessment, post-assessment, post-survey, and post-survey redirect.

With this in mind, I dissected each segment to find ways to decrease the average amount of pages a learner interacts with outside of their course. This includes having the first page a learner sees as a modal explaining the pre-survey where they click out, having a pop-up explaining the pre-survey, and adding a finish button instead of an extra page to finish for all pre and post-assessment. Click here for full flow map.

Post Assessment Flow.png

Design Opportunities

Through a visual inventory of our current surveys and assessments, we found many opportunities to update our designs to best align with our current and future design systems.

We see a visually dissonant experience while going through a full user experience. Each section follows a separate set of design rules. Ensuring all surveys and assessments use our design system best practices and components will ensure a more cohesive experience throughout the course and platform experience for learners.

Iginition Precourse w space.png
Before Pre-Survey w Option.png

Pre-survey landing page before and after

By utilizing Unified Design Language components, left-aligning the text, implementing a split-screen visual, and incorporating course imagery, the previously identified issues of lack of legibility, outdated design components, and uninviting design for K12 or teacher audiences can be resolved.

Iginition Original Popup w Space.png
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Unanswered pop-up question page before and after

The course platform has several issues, including the lack of spacing and legibility, the use of outdated design components, discrepancies in design used between the course and the platform, and ambiguous instructions. However, incorporating Unified Design Language components and providing clear instructions on buttons can greatly improve the overall user experience.


Pre & post survey page before and after

To improve the survey experience for students, it's important to update the design to align with the current design system of the platform, as well as streamline the process. This can be done by using our updated design system style, font, components, and survey template. Additionally, to prevent the inconvenience of large bouts of scrolling, students should be allowed to "return to survey" when they finish, in case they want to recheck any answers. A pop-up modal for finishing the pre-survey instead of a separate page would also help to streamline the process.

Future Exploration

Future areas for further exploration include creating a mobile friendly and responsive survey and assessment experience.

Certificate Space Within Homeroom and Foundry


The Challenge

Certificates are used within our Homeroom and Foundry platforms. However, we do not currently understand their use cases nor if our certificates portrays the necessary design styles or information for these use cases. This work is to understand the current landscape of certificates, identify opportunities and recommend design and experience changes in regards to certificates from both a learner and teacher perspective in both platforms.



  • Flow capturing the possible clicks/pages a student or teacher  moves through in their entire journey to receive and download a certificate

  • Visual inventory of how our certificates present

  • Summary of opportunities for certificates - what extra clicks, inconsistencies, interaction patterns, design patterns, bugs, etc. might we want to address in future iterations?

  • Design recommendations and deltas for future exploration

  • Upon completion of the work, designer to capture links to Figma, specs, any additional information here that helps BA write relevant stories.

Design Process

I first created a visual inventory base of our current certificates and conducted a certificate audit including work flow for finding, viewing, and downloading them, technical implementations, known issues, and use cases for certificates.

Afterwards, I designed recommendations and deltas for certificate designs and research questions for future exploration which i presented to the team. Click here for full certificate discovery


Through interviews with other team members and looking through past teacher surveys, we discovered that in a period of two months, over 10,500 certificates were downloaded. Key uses for certificates often include being used in classrooms as a means of keeping record of student progress within a class, to receive an incentive, and used on resumes and college applications to indicate a standard of knowledge. With this in mind, areas of opportunities for future quarters include

- How can we best create consistent certificate designs both for our courses and sponsored courses
- Should we certify based on skills learned instead of course name?
- Could we certify based on module level learnings when modular content is added to the platform if students are using courses on their resumes?

Design Opportunities & Recommendations

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Certificate Sketch.png

Certificates before and after

I created a recommended new universal template will be created with consistent typography and styles. The template will have a font size that suits both shorter and longer titles, reduce the font variety to 2-3, and ensure consistent type treatment on course tags. Additionally, the template will feature a consistent display of data with a recommended order of Certificate Title, Intro Text, Learner Name, Course Title, and Date Completed. The template will also have consistent logo placement, refined hierarchy and spacing, and a consistent file setup. If customization is required, recommended options will follow the same basics to avoid inconsistencies.

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