🎯 Value
Measure the outcome of our content and consultation offering to our users over time, per client
📙 Background
Need to measure the impact of our Parenting solution for users over time
Leverage clinically-based assessments to prompt user response
Track user response on a Team and individual level to see response score over time
Allow CS, Sales, and Marketing to talk about data and its value to clients
Provide opportunities for RethinkCare and clients to use data to help end users in recommendations, activities, etc.
🧠 Strategy
2 simple, multi-question assessments in targeting parenting solution
Parenting Stress
Parenting Confidence
Prompted prior to user engaging in any parenting content
Inspired by clinically validated assessments
Pre-assessment before the first session or consultation
Post-assessment 60 days after pre-assessment if user completes any parts
Continue to prompt after every 30 days since prior post-assessment until user opt-out
Capturing and surfacing results for internal team for now
Internal can see the response of each user (inc. team, time stamp, device)
Only provide aggregate data to clients to provide user privacy
Provide report on demand, either continuously or option in Jrich for direct export based on time frame and client
📝 Requirements
User story:
As a parent, I would like to take assessments to gauge my parenting stress and confidence levels, so RethinkCare and my company can provide better support to my own wellbeing in parenting specific areas.
User flow:
Design:
Target Users:
Must have any of the following programs in Jrich:
Parenting Standalone
Parenting: Increase Awareness of Self and Others
Parenting: Prepare for School
Parenting: Grow Social and Emotional Awareness
Parenting: Executive Functioning
Parenting: Manage Emotions
Parenting: Improve Social Skills
Parenting: Develop Social-Awareness
Parenting: Practice Self-Care
Parenting: Develop Communication Skills
Parenting: Foster Play Leisure
Parenting: Build Daily Living Skills
Parenting: Develop Motor Skills
Must have parent coaching enabled and valid contract
If user takes pre-assessment but contract expires, then do not prompt for post-assessment
Same logic for post-assessments if contract expires
Must not have watched any sessions in the past 180 days
Include users with no session history (e.g. new enrolled users)
Must not have had any consultations in the past
Assessment Questions:
Pre and Post-Assessments have the same questions
Each question is multiple choice to choose a number
Different scale for each assessment
Parenting Stress: 1 (strongly disagree), 2, 3, 4, 5(strongly agree)
Parenting Confidence: 1 (strongly disagree), 2, 3, 4, 5, 6 (strongly agree)
Template (show all of the following): Pre-Post assessments for preliminary data deployment.docx
Pre-Assessment:
Prompt (show pop-up to user when a target user)
Clicks on a parenting session (can be from Daily Skill, Quick Picks, Favorites, Course Page, etc.)
Navigates to Experts page
Navigates to Parenting page (if applicable)
If user has program “Parenting Standalone”, show after user log in (but after quote screen)
Prompt will include 2 assessments, similar style to Child Profile Checklist pop-up
2 Assessments to show are:
Parenting Stress
Parenting Confidence
Pop-up to show the following
Header: Assess Your Skills
Subtext: RethinkCare is tracking your progress to help you achieve your most important goals. To measure your success, we would love it if you could take 2 minutes to complete both surveys!
Parenting Stress
Start CTA
Parenting Confidence
Start CTA
User can click on either Start
Clicking on Start will show the question page for the selected assessment
Record user response for each question
Each question is optional, user can click on “Submit” from filling out any number of questions
When a user clicks on an answer to a question, record that as an event and save response in system
This ensures that we can save user response even if they do not click on “Submit” (if they don’t finish assessment)
Once user clicks on Submit, return to main pop-up page and show grayed out Done instead of Start for the completed assessment
User can click on Start on the other assessment
If user completes both, then auto-close the pop-up when user clicks on Submit on 2nd assessment
User can click on X to close out of pop-up anytime
Post-Assessment:
Prompt will show the same pop-up as pre-assessment
Prompt when the all three conditions are met:
User answered at least one question from either assessment
Show only the survey that contains user response from pre-assessment
Example: If I answer 1 question from Stress but 0 question from Confidence, show only Stress
Example: If I answer 6 questions from Stress and 3 questions from Confidence, show both
60 days after pre-assessment response
User watched at least 1 parenting session OR completed 1 consultation
Prompt user when they take one of the following actions, same as pre-assessment:
Click on a parenting session
Click on Experts page
Click on Parenting page (if applicable)
If user has program “Parenting Standalone”, show after user log in (but after quote screen)
Send email reminder to user who meets the above criteria 60 days after pre-assessment response
Email template (NEED TO GENERATE HTML):
RethinkCare is tracking your progress to help you achieve your most important goals. To measure your success, we would love it if you could take 2 minutes to complete this survey <link>.
It asks about your health, productivity, and overall progress using RethinkCare so far. The survey is completely anonymous, so your individual responses won't be shared.
This feedback helps us improve your user experience and keep you on track toward your goals.
<Button: Track Your Progress>
Thank you!
RethinkCare Team
If user clicks on email link, redirect them to homepage and prompt pop-up immediately
Repeat post-assessment every 30 days after 1st post-assessment (after 60 days)
Send email reminder
Show assessment prompt based on above conditions (except 30 days after instead of 60)
Stop only when user clicks on X on prompt pop-up
JRich:
MVP: Add new page to Account page Assessments
MVP: Include checkbox to enable or disable both assessments
MVP: Include checkbox for each assessment to send email
Checked by default if assessment is enabled
MVP: Must be able to export report on Team level and across all Teams based on time range selected
Responses does not have to be anonymized; CS/clinical will be the audience, they will want to see all the responses
Each question + response should be tracked as an individual event if possible
E.g. if user answers 6 questions for Stress assessment, count as 6 events
Else, track any actions taken with each Assessment as 1 event each
E.g. if user answers 1 or 6 questions for Stress, treat as 1 event
V2: Allow CS/product to create new surveys
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