Pelican - Usability Testing Round 1 Data

	A	B	C	D	E	F	G	H	I	J	K	L	M
1	Synthesis on all 4 users combined	Task	Did they succeed on first try?	Pass/Fail (within 3 tries)	Attempts Made (Max 3)	PROTOTYPE TESTING			Missing Info	Observations	Additional Comments	Likes	Dislikes

2		Intro: Dashboard
3		Notes:									- 1 user had confusion on menu
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5		1: Open a New Fund
6		1a. Can you create a PRIVATE fund for your theoretical loved one - let's call them John (first name) Smith (last name) - with a fund name of your choice?	3 of 4 succeeded on first try	4 of 4 passed	average 1 try	3 out of 3	0.3333333333	33% INCREASE IN ABILITY TO OPEN NEW FUND	- 1 user felt cancel/back buttons were missing here - 1 user needed a visual reminder that all required fields need to be filled out before continuing	- 2 users found "add" CTA confusing
7		1b. Do you have any questions about what these fields mean?							- 1 user needed an indicator to type in message box		- 1 user wants to open fund without birthday of unborn child. - 1 user found "My Education Fund" wording confusing
8		1c. It is John's first birthday - how would you ensure the fund reflects that using the fields on this page?	3 of 4 succeeded on first try	3 passed / 1 failed	average 1 try					- 3 users felt lack of clarity on fund name field.		- 1 user likes that name of baby auto populates in message copy
9		Notes:
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11		2: Set a Savings Goal
12		2a. Tell me what you see here - what are the elements on this page?
13		2b. Can you input a savings goal of $35,000	4 of 4 succeeded on first try	4 of 4 passed	average 1 try	3 OUT OF 3				- 3 users input $ amount into text field first - 1 user tried to drag slider			- 3 users confused by slider
14		2c. What does this graphic with the dollar amount scale mean to you here? Do you find this helpful when setting a financial savings goal?										- 1 user felt "Just getting started" and "Sky's the limit" are good personal touches (hopeful, approachable)	- 2 users felt $ amounts on scale felt high, unattainable, daunting
15		2d. What information would help you in determining the right savings goal?									- 3 users wants more context & projections on savings goals on the slider graphic/page
16		Notes:
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18		3: Create a Fund
19		3a. Can you complete creating this fund?	3 of 4 succeeded on first try	4 of 4 passed	average 1 try
20		3b. Do you have any further reflections or feedback on your experience up until this point?									- 2 users expressed interest in learning more about a 529 at this stage	- 1 user commented on liking the "quick & painless experience as a busy parent"	- 3 users found connecting to payout account confusing - 1 user felt "Account already connected to payout account" too low contrast
21		Notes:
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23		4. Share the Fund
24		4a. Great! Now that you’ve completed the fund, you want to include a link to it on John’s Paperless Post invite for his first birthday party. How would you go about doing that?	1 of 4 succeeded on first try	4 of 4 passed	average 2 tries	3 OUT OF 3				- 3 users did not find location of 'share' CTA intuitive
25		Notes:
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27		5. Send the Gift
28		5a. How would you send $100 to this fund?	3 of 4 succeeded on first try	4 of 4 passed	average 1 try					- 2 users confused because of the scroll memory issue
29		5b. Now, let’s say you wanted to gift directly from your dashboard. Can you please go back to your previous dashboard tab and tell me how you would find a friend’s fund called “Emma’s Education Fund”?	1 of 4 succeeded on first try	3 passed/ 1 failed	average 3+ tries	3 OUT OF 4				- 2 users had an issue with the search bar
30		5c. How would you add this to your favorites?	4 of 4 succeeded on first try	4 of 4 passed	average 1 try	3 OUT OF 3
31		5d. Now that it’s added to your favorites, how would you gift $100 to this fund?	4 of 4 succeeded on first try	4 of 4 passed	average 1 try	3 OUT OF 3
32		Notes:
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34		6. Reflection
35		6a. What did you like or dislike in this experience?									- 1 user confused about gift cards - 1 user desired differentiation btw her contributions & funds	- 1 user likes gift history	- 4 users struggled because the recently created funds/ events don't populate first on dashboard - 1 user did not like searching by using the child's name - 1 user hard time seeing icons & text, too small
36		6b. Do you have any other thoughts or feedback on this experience?
37		6c. Would you use this tool personally?									- 1 user would prefer to use on a phone - 1 user wondered about security
38		Notes:
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