New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Preparation worksheet recommendations #370

Open
cfarm opened this Issue Mar 6, 2015 · 10 comments

Comments

Projects
None yet
3 participants
@cfarm
Member

cfarm commented Mar 6, 2015

Proposed changes

  • Revisit Clarify your goals link language (content):
    • “Why Buy? Why Now?”
    • “Buy vs. Rent.”
  • Make the first action step in Prepare to Shop the “Clarify your goals” link in addition to a sidebar link.
  • Reduce pain of filling out long form (UI/design):
    • Hide/shorten financial goals helper text.
    • Make the alternatives multiple choice instead of text fields.
    • Add helper text in expandables to the Alternatives page.
  • Make results more useful (Content/UI/design):
    • Include the results chart
    • Include a link to a printable PDF
    • Brainstorm ways to give users more useful results from their inputs, rather than reflecting back what they have already typed in.

Questions to answer

  • Is the worksheet easy to fill out?
  • Is the information helpful to the consumer?

@cfarm cfarm added the design label Mar 6, 2015

@cfarm

This comment has been minimized.

Show comment
Hide comment
@cfarm

cfarm Mar 7, 2015

Member

"What is the next step for someone after they use the worksheet?" - Britney

Member

cfarm commented Mar 7, 2015

"What is the next step for someone after they use the worksheet?" - Britney

@cfarm

This comment has been minimized.

Show comment
Hide comment
@cfarm

cfarm Mar 7, 2015

Member

My design idea for the summary: Mad libs style summary

Member

cfarm commented Mar 7, 2015

My design idea for the summary: Mad libs style summary

@cfarm

This comment has been minimized.

Show comment
Hide comment
Member

cfarm commented Mar 7, 2015

@cfarm

This comment has been minimized.

Show comment
Hide comment
@cfarm

cfarm Mar 7, 2015

Member

Design Goals + Plan

Goal 1

  1. Make summary page more rewarding
  2. Design, sketch, or prototype, then test and refine.
  3. Present to team for development.

Goal 2

  1. Make a UI for steps (show progress/predictable next steps)
  2. Design, sketch, or prototype, then test and refine.
  3. Present to team for development.
Member

cfarm commented Mar 7, 2015

Design Goals + Plan

Goal 1

  1. Make summary page more rewarding
  2. Design, sketch, or prototype, then test and refine.
  3. Present to team for development.

Goal 2

  1. Make a UI for steps (show progress/predictable next steps)
  2. Design, sketch, or prototype, then test and refine.
  3. Present to team for development.
@cfarm

This comment has been minimized.

Show comment
Hide comment
@cfarm

cfarm Mar 7, 2015

Member

Screenshots of current implementation

Page 1: Goals

screen shot 2015-03-07 at 10 28 54 am
screen shot 2015-03-07 at 10 29 42 am

Page 1: Red Flags

screen shot 2015-03-07 at 10 29 50 am

Page 1: Risks

screen shot 2015-03-07 at 10 29 57 am

Page 2: Alternatives

screen shot 2015-03-07 at 10 32 21 am

Page 3: Summary

Summary design with graph

page3

Current summary implementation with error messaging

screen shot 2015-03-07 at 10 30 14 am

Member

cfarm commented Mar 7, 2015

Screenshots of current implementation

Page 1: Goals

screen shot 2015-03-07 at 10 28 54 am
screen shot 2015-03-07 at 10 29 42 am

Page 1: Red Flags

screen shot 2015-03-07 at 10 29 50 am

Page 1: Risks

screen shot 2015-03-07 at 10 29 57 am

Page 2: Alternatives

screen shot 2015-03-07 at 10 32 21 am

Page 3: Summary

Summary design with graph

page3

Current summary implementation with error messaging

screen shot 2015-03-07 at 10 30 14 am

@blueribbondefeat

This comment has been minimized.

Show comment
Hide comment
@blueribbondefeat

blueribbondefeat Mar 7, 2015

proposed change
hover under all headers
screenshot1

blueribbondefeat commented Mar 7, 2015

proposed change
hover under all headers
screenshot1

@blueribbondefeat

This comment has been minimized.

Show comment
Hide comment
@blueribbondefeat

blueribbondefeat Mar 7, 2015

proposed change
responsiveness (size medium--specific under 660 width)
owning_a_home__preparation_worksheets___consumer_financial_protection_bureau

blueribbondefeat commented Mar 7, 2015

proposed change
responsiveness (size medium--specific under 660 width)
owning_a_home__preparation_worksheets___consumer_financial_protection_bureau

@blueribbondefeat

This comment has been minimized.

Show comment
Hide comment
@blueribbondefeat

blueribbondefeat Mar 7, 2015

proposed change
editable field under header "financial goal"

screenshot2

blueribbondefeat commented Mar 7, 2015

proposed change
editable field under header "financial goal"

screenshot2

@blueribbondefeat

This comment has been minimized.

Show comment
Hide comment
@blueribbondefeat

blueribbondefeat Mar 7, 2015

proposed change

owning_a_home__preparation_worksheets___consumer_financial_protection_bureau

blueribbondefeat commented Mar 7, 2015

proposed change

owning_a_home__preparation_worksheets___consumer_financial_protection_bureau

@brilliantpamela

This comment has been minimized.

Show comment
Hide comment
@brilliantpamela

brilliantpamela Mar 7, 2015

Goal 2

Make a UI for steps (show progress/predictable next steps)
Design, sketch, or prototype, then test and refine.
Present to team for development.

progess-steps 1
progess-steps-a

Prototype : http://marvl.in/15id866

brilliantpamela commented Mar 7, 2015

Goal 2

Make a UI for steps (show progress/predictable next steps)
Design, sketch, or prototype, then test and refine.
Present to team for development.

progess-steps 1
progess-steps-a

Prototype : http://marvl.in/15id866

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment