Assigning a project

DfE’s 9 regions consist of a list of authorities. Each authority has a team lead who is responsible for assigning applications to become an academy to delivery officers (DO).

Given team leads assign projects to DOs in the as-is process, it made sense to introduce a project assignment feature in our service.

# Understanding the problem

We collated our user research findings about assigning projects on a Lucidspark board.

A series of digital post-it notes about assigning an academy conversion project to delivery officers.

We then thought of possible solutions and problems with assigning projects in our service.

A series of post it note questions about assigning projects.

# Design provocations

We compared our notes with other project assignment designs in DfE.

Screenshots from the Get help buying for schools service.

Screenshots from the Complete conversions, transfers and changes service.

We also reflected on the as-is process for assigning projects to DOs.

Guidance on assigning conversion projects in KIM and TRAMS.

Our interaction designer used these points of reference to create 2 design provocations:

  1. Choose from a pre-populated list of DOs. This was based on the designs of other DfE services, including our sister service Complete conversions, transfers and changes.

Screenshots of option 1, choose from a list of delivery officers.

  1. Enter the email address of the assigned DO. This would save time updating a list of DOs when someone leaves, for example.

Screenshots of option 2, offline communications + entering email address. Continue doing the as-is process for assigning projects.

We discussed the 2 options as a team and considered the pros and cons of each one.

Questions and feedback sticky notes about options 1 and 2.

This prompted a follow-on discussion about how we would maintain a list of users. We considered different approaches and the implications of each approach.

A digital whiteboard that shows a list of possible solutions based on options 1 and 2.

A set of questions and feedback sticky notes about some design solutions.

# Prototype design

We created a prototype design considering everything that we discussed as a team. We then tested our prototype with team leads.

A list of academy conversion projects. The first project displays an EMPTY tag next to delivery officer.

A conversion project for Bristol Gateway School. It has an EMPTY tag for delivery officer.

A page asking the user to assign a delivery officer to a project.

A dropdown list of names to select from to assign a project.

A page asking the user to assign a delivery officer to a project. Adrian Horan has been selected.

A conversion project for Bristol Gateway School. A success banner shows that the project is assigned and Adrian Horan is the delivery officer.

# Next steps

We will test our prototype with delivery officers in user research sessions.