iLEAD

A performance review management tool for INSTRUMENT

Feifei Guo
UX designer
feifeiguodesign.com

Prompt

Make the performance review process at Instrument easier to improve employees’ personal growth.

Problem

Leaders in Instrument struggle to connect key points of the documents of performance reviews to make the evaluation process collaboratively and efficiently. They also don’t have an easy-to-use way to give accurate and timely feedback on employees’ achievement and development.

Approach

Create an effective system to connect key points of the performance review documents and improve the collaboration and efficiency of the evaluation in order to make the process easier for leaders to manipulate.

Stakeholder needs and requirements

Solution

Provide a real-time and collaborative way to write notes and make comments of employees’ review documents

Ensure leaders have easy access to the review documents and synthesize key information to help them write reviews

Allow leaders to provide timely feedback based on employee’s goal progression and completion

Persona

In order to have a thorough understanding of the group I am designing for. A visualized persona can help me quickly picture my target audience at a glance and think deeply about what they do, think, feel and see in daily life.

Competitors

Having an overview of the competitive applications in the current marketplace helps me analyze their strengths and weaknesses to find out better solutions for leaders to engage in the performance review process.

Sketches

I identified the basic structure of each flow and explore the task and requirement linear flow. Make sure users are able to track comments and notes across multiple windows and stages for easy access and recall. Also, I determined the visual hierarchy and layout on each page to ensure the information displayed in a clear and meaningful way.

Icon exploration

I included icons in the web pages at first to help draw attention and increase understandability. However, due to the simplicity of the design style and less functionality of the icons, I finally removed them so that users can quickly scan the nav bar without distraction.

Use case 1

As a leader, I want to enhance the efficiency of documents review during the leadership meeting, so that all leaders can be more collaborative making highlights and notes during the process and have a thorough understanding of the employees.

Use case 2

As a manager of 10+ people’s team, I want to better utilize the highlighted notes and comments discussed during the meetings, so that it can help me organize key information more efficiently and write reviews much easier.

Use case 3

As a leader who encourages personal growth and skill training, I want to see employees’ goal setting and progression, so that I can give timely and actionable feedback and make sure they can meet their expectations.

Design breakdown

Conclusion

iLEAD helps leaders and managers at INSTRUMENT work more easily and collaboratively with each other in the performance evaluation process in order to provide employees with accurate and timely feedback and improve their personal growth.

Thanks for watching!
I appreciate that INSTRUMENT gives us the opportunity to work on the project and I really enjoyed the exploration process to better understand people's needs and find out the optimal solution to the problem.