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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.

Pre-Survey Landing Page Original

• Lack of legibility

• Does not use current or updated design components

• Design is not inviting for a k12 or teacher audience

Iginition Precourse w space.png


• Use of Unified Design Language components

• Left align text

• Split screen visual

• Inclusion of course imagery

Before Pre-Survey w Option.png

Unanswered Question Pop-Up Original

• Lack of spacing and legibility

• Does not use current or updated design components

• Discrepancies in design used between course and platform

• Ambiguous instructions

Iginition Original Popup w Space.png


• Use of Unified Design Language components

• Clear instructions on buttons

Frame 19244.png

Pre & Post Survey Original

• Outdated design that does not follow current design system of platform

• Surveys are long and necessitates large bouts of scrolling especially for mobile


• Use our updated design system style, font, components, and survey template
• Allow student to “return to survey” when they finish in case they would like to recheck any answers
pop up modal for finishing pre-survey instead of separate page to continue into course


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


• Inconsistent typography & styles

• Unpredictable course tag treatment

• Conflicting visual hierarchy and reading order

• Inconsistent brand and logo placements

•Uncertain file setup (dimensions, bleed, color profile)

• Inconsistent customization options for sponsors


Create a new universal template with:

1. Consistent typography and styles
  a. Font size that suits shorter and longer titles
  b. Reduce font variety from X to 2-3
  c. Consistent type treatment on course tags
2. Consistent display of data:
  a. Recommended order: [Certificate Title, Intro Text,

  b. Learner Name, Course Title, Date Completed]

Consistent logo placement (including use of EVERFI logo only once)
3. Refined hierarchy and spacing
  a. Recommended hierarchy: biggest - smallest
  b. Padding between type
  c. Overall alignment of elements
4. Consistent file setup
  a. Color profile *Likely related to color profile of original asset
  b. Dimensions
  c. Bleed allowance for printing
5. Recommended customization options
  a. If more custom treatment is needed for , ideally will  follow the same basics above


306 continuing story certificate.png


Certificate Sketch.png
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