We learned from user research that the name 'Benefits and other factors' doesn’t resonate with the delivery officers in the 'Manage an academy transfer service'.

Here is a snippet from one of our user research interviews:

“[Delivery officer]: can I click on other factors?”

“[Interviewer]: is that clear to you?”

“[Delivery officer]: no, those things listed would be risks”

Screenshot of proposed title for Benefits and other factors task.

Screenshot of proposed title for Benefits and other factors task

The current project template used by delivery officers asks about the benefits and risks of the transfer: other factors are not asked for.

To make it easier for delivery officers to understand and complete their project template, we renamed 'Benefits and other factors' to 'Benefits and risks'.

We believe that changing this content to reflect the task a delivery officer needs to complete will give them more confidence when interacting with this section.

How we ask about risks

To make the questions clearer and relevant to the delivery officer, we made an update to the way we are asking the risks associated with the transfer.

Rather than asking the delivery officer “Are there any other factors to consider during this transfer”, we changed the question to: "Are there any risks to consider for this transfer?”.

If the delivery officer answers yes to the question, we then ask the delivery officer a follow up question to select the risks associated with the transfer.

Screenshots

Benefits and risks summary page

A summary list page titled Benefits and risks

Are there any risks to consider?

A radio button question called Are there any risks to consider? It has Yes and No options.

What are the risks with this transfer?

A checklist question called What are the risks with this transfer? There are 4 options, all of which can be selected.

Why is this a high profile transfer?

Screenshot of the page where users can state why it is a high profile transfer

What complex land and building issues are there?

A text area titled What complex land and building issues are there? (optional)

What other risks are there?

A text area titled What other risks are there? (optional)

Updated summary page for benefits and risks

A summary list called Benefits and risks. The question Are there any risks to consider is answered Yes, and the questions High profile transfer and Finance and debt concerns are answered with the word test.

GitHub tag

GitHub tag - v1.1

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User research User experience Academies