Using technology to supercharge the Sagely Agile Coaches

COMPANY |
Sagely
YEAR |
2022
TLDR

At Sagely, we collaborate with clients to upskill their workforce by providing expert coaches, supplemented with the Sagely product, in Product Management, Product Design, Software Engineering, and Team Leadership. As the lead product designer, I created the Sagely web application to address challenges such as non-standard coaching practices and limited learner engagement. The Sagely App enables coaches to support their learners in an asynchronous fashion, resulting in a scalable coaching practice that can accommodate a broader client base.

THE PROBLEM

Before the introduction of the Sagely web app, our coaches faced several challenges in providing personalized coaching experiences.


Learners, on the other hand, often felt uncertain about their learning path and daily tasks without direct input from their coaches.

RESEARCH & EXPERIMENTATION

I began my approach to this problem by running user interviews with each coach to identify pains involving the coaching process. Then, as a team we created a user flow and documented the pains throughout the process with pink sticky notes.

Although we saw heavy pain around the initial onboarding of a new learner, we focused in on delivery of learning content because at the time we did not anticipate onboarding new learners for an extended period of time. Our team decided to run an experiment and introduce a Sagely Slack bot that delivered resources to learners. Our hypothesis was that this approach would decrease coaches' hands-on time with learners by providing an asynchronous mechanism for delivering learning curricula. However, through this experiment, we learned a few things:

Slack Sage Experiment

IDEATION

Based on these findings, we developed a new hypothesis, that would ultimately achieve the business goal of increasing coach capacity to support more learners at once and subsequently expand Sagely's ability to expand our client base:

Creating a web application that allows coaches to develop standardized, yet personalized, curricula for their learners will increase learner engagement and decrease the amount of time coaches spend supporting their learners.

Coach Experience

I began the ideation process with low-fidelity prototyping and ultimately created the following high fidelity prototype to test with coaches and learners. From the coaches side, we gave them the ability to create curriculum, adding tasks, content items and external links. We incorporated AI support to allow for automation of curriculum details. Finally, coaches can assign the curriculum they create to learners.

LEARNER EXPERIENCE

For the learner's experience we allow them to view all the curriculum that their coach assigns to them, and the ability to complete tasks in the app, notifying their coach when they have completed a given curriculum.

Impact and Results

Working with Product manager and developers, we broke this design into stories and began building. Once there was a testable iteration completed, we shipped the app to be used by our coaches and began collecting additional feedback through surveys and user interviews.

Coach Insights:

Learner Insights:

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Get in touch
morgan.r.hoose@gmail.com