Generation Nexters’ Financial Learning Environment Knikki Crenshaw Hank Henry Nancy Rice Tom Sakell Ben Yzaguirre

Agenda Introduction Focus Group Usability Test Final Prototype Focus Group 1 Findings Focus Group 2 Findings Usability Test Final Prototype  Recommendations Conclusion

Focus Group 1 Face to Face GMU classroom 19 – 20 years old

Focus Group # 1 – Home Page

Home page - First round of Revisions

Second Level Page

Revised Second Level Page  

Facebook Page

Revised Facebook Page

Conducted using Adobe Connect Three participants, slightly older average age Did these users have a similar reaction to the sites as the first focus group? Did our iterative changes improve the user experience? The second focus group was conducted online using Adobe Connect. We again had three users in this session, however two of them were in their 20s. Using the same script of questions from our first focus group, we asked these three participants to evaluate the different aspects of the Dollars & Sense website and Facebook page. Although all of the questions were important, we were particularly interested in how the users reacted to our iterative changes since the first focus group.

Reactions to Iterative Changes Users understood the purpose of the site more clearly Liked the addition of more visible multimedia Still confusion over tabs on second level page Still some confusion on Facebook page Lets talk about their reactions to our changes from the initial focus group first. In general we made good progress and our changes seemed to help the overall user experience. For instance, users in the second focus group had no trouble identifying the purpose of the site. They knew it was a site with content about “financial tips for young adults.” They were also pleased to see actual videos embedded within the pages, and not simply hyperlinks. This made the content seem more engaging to them. In addition, the “college planning” heading seemed to make much more sense to them.

New Insights from Focus Group 2 Needed even more video and multimedia Information was good, but make the sites more “personal” There is a real interest in the “Bigger Picture”, its just a matter of getting the users there Users want an up-to-date site

Changes Made for the Usability Test Add more podcasts Live chat Multimedia icons Add more videos Add more pictures Tweaked color scheme of the second level page As you’ll see in a minute, we took the data from our focus groups to make even more changes to the website and Facebook page prior to the usability tests. Many of these changes were cosmetic, or had to do with adding in more interactive features. This was because, for the most part the users found our existing information quite useful. It was chunked well, and the topics appealed to them. Again, they just needed an extra push to help them stay interested in the site, and return to it multiple times.

Usability Testing / Methods One-on-one testing Two rounds, two tests each Working from same script, questions and tasks Tracking Users - eye tracking, talking out loud Talking Beyond the question After we’d completed our focus groups and made our online work even more functional, we sat down as a group to figure out our Usability Testing. Nancy wrote a tremendous script. We each selected individual testers and went off into our corners, testing each of our users in person. The tests took about 30 minutes, and the testing spanned two weeks. We used the same script of about two dozen questions and a few, very specific tasks. Like: Find a tool related to buying a car In Facebook, How would you navigate back to the D&S website? Find a podcast Where would you click if you wanted to see a video on this topic?

Usability Testing / Iterative Changes Live Chat Multimedia Icons Podcasts Video Images Content Images Color Coordinating More, More Video Our testers were brutally honest and critical. We learned quickly that honest criticism delivered plainly – w/o qualification – was the best criticism. Coming out of the focus groups we learned users wanted: Video More Video A chance to talk directly to Agora Financial advisors. Better organization of our right side – multimedia, resources and collaboration. A better way to organize the colors on the site – to help users see what goes w/ what. In Facebook, information that matters to us (the young users) Our tools and resources are going to be the primary reasons young users will come back to our website. The corrections we made to the site could solve this issue; our usability testing would tell us if we were successful.

Final Prototype Navigation

Recommendations Target Audience Preferences Content / Delivery Out of Scope Web 2.0 Tools 508 Compliancy Agora Brand

Conclusion