Preparation worksheet recommendations

[cfarm]

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]

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

[cfarm]

My design idea for the summary: Mad libs style summary

[cfarm]

Videos: http://www.consumerfinance.gov/everyone-has-a-story/

[cfarm]

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]

Screenshots of current implementation

Page 1: Goals

Page 1: Red Flags

Page 1: Risks

Page 2: Alternatives

Page 3: Summary

Summary design with graph

Current summary implementation with error messaging

[blueribbondefeat]

proposed change
hover under all headers

[blueribbondefeat]

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

[blueribbondefeat]

proposed change
editable field under header "financial goal"

[blueribbondefeat]

proposed change

[brilliantpamela]

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.

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