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Introduction
Organizational Culture
Research Approach
Co-Design Approach
Feedback Approach
Results

Tell Us About Yourself

The Gates Foundation’s K-12 team is gathering this information to better understand the current state of co-design practices across their grantees. The goal is to identify opportunities to support your organization in deepening co-design practices.

We invite you to answer openly and reflectively on how your team or organization typically approaches different aspects of design and development. There are no right or wrong answers—this is simply a starting point to understand where you are today and how we can grow together. Consider collaborating with design, research and leadership to answer the survey.

Provide a valid email to proceed.

Organizational Culture

This section focuses on your team’s organizational culture, and how it intersects with approaches to co-design.

Our organisational leadership prioritizes insights from students furthest from educational opportunities.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

{Reducing disparities in learning} is a guiding principle for our product or program team, used throughout the product development cycle.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Strategies and services are utilized to ensure that race, disability, socio-economic status are not indicators of success for students.

test

Our product or program team has a reflection process to understand and reduce the impact of {biases} and power on product design, and development.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Inclination for or against an idea, object, group, or individual.

Our product or program team has an awareness of the harm of {improper data collection} on {vulnerable communities}.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

These could include capturing data without user consent, gathering more data than shared with users, gathering disability, gender, race data in ways that makes users more vulnerable.

Communities impacted by current and historic policies, putting them at a higher risk for poor financial, physical, psychological, or social health.

Our product or program team engages {priority students} (students who are Black, Latino and from low-income backgrounds ) in the research and design process.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team ensures Black, Latine, and students from low-income backgrounds are proportionally represented in the research and design process.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team engages educators working in {districts that serve priority students} in the research and design process.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

These are school districts that serve 50% or more Black, Latine, or low-income students of all races and ethnicities.

Our product or program team intentionally gathers {priority student}, teacher and caregiver insights in environments reflective of authentic product use (e.g., classrooms, homes, community spaces).

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program or project team prioritizes the needs of {priority students} when identifying opportunities for improvement across product and content.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team implements a fair compensation structure and/or policy to pay teacher and student co-design participants for their time and expertise.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

When relevant, our product or program team offers in-kind compensation(resume support, internship hours, co-authorship opportunities, early access to innovative products/ product features) to participants for their time and expertise.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team has an understanding of {priority students'} context and cultural experiences and engages with that throughout the design and research of the product.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team has an understanding of educators' various instructional contexts and experiences in the classroom and engages with that throughout the design and research of the product.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Research Approach

This section focuses on your team’s approach to research focused on understanding the context of students furthest from opportunity. Research should help shape early features and product design.

Our product or program team works to understand how historic/current policies can have an adverse effect on {priority students’} experience with education.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team conducts primary research (ie. teacher interviews, surveys, classroom observations, stakeholder interviews, listening sessions) with educators to understand their perspectives and context.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team conducts primary research (ie. interviews, surveys, classroom observations, listening sessions, parent interviews ) with {priority students} to understand their perspectives.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team conducts primary research (ie. interviews, surveys, classroom observations, listening sessions ) with parents and caregivers to understand their perspectives.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team is proficient in {high leverage teaching practices} and we have incorporated them in our product.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

These are fundamental practices that are critical to ensure student learning across grade levels and subject areas. Review high leverage teaching practices here.

Our product or program team understands motivation, engagement and persistence, specifically with {priority students}.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team is aware of learning science practices and considers them in our work.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team uses a strengths based approach when synthesizing research about {priority students} and other users.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team understands the impact of {adverse childhood experiences}, {racial trauma}, and {poverty} on learning.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Traumatic events that occur in childhood (0-17 years). These include experiencing violence, abuse or neglect.

The emotional impact of stress caused due to racism, racial discrimination, micro-aggressions, and other race based stressors.

Poverty refers to the lack of adequate financial resources such that communities and households are not able to acquire basic necessities such as food, clothing, shelter, and medicine.

Co-design Approach

This section focuses on your team’s approach to engaging with students, educators, and caregivers throughout your product design process, with an emphasis on designing “with” rather than “for”.

Our product or program team goes beyond interviews, surveys and testing to generate ideas and designs with {priority students}.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team goes beyond interviews, surveys and testing to generate ideas and designs with educators who work in schools that serve {priority students}.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team goes beyond interviews, surveys and testing to generate ideas and designs with parents and caregivers of {priority students}.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Students, educators, and community members from priority populations are engaged at the beginning of the research process, shaping research questions, methodologies, and in the interpretations of findings.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team ensures that co-designers’ (students, educators, caregivers) ideas are actively incorporated into product and/or program design.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team elevates co-designers ideas during product feature prioritization.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team shares research insights back with the participants involved in the different phases of the work.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team has experience designing for accessibility by implementing multiple modalities of access to content, (such as: changeable type size, color contrast, and screen reader access for low-vision and blind users; closed captioning videos; alternate text for images.)

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team works with designers or has capacity on staff to ensure {co-design} ideas are translated into usable features.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Co-design is a participatory approach to identifying problems, generating designs and ideas, and evaluating solutions with the people who are going to be impacted by the product, service or policy. It is creative and action oriented.

Our product or program team utilizes a {healing-centered} approach to engaging with educators, {priority students}, and caregivers across our product development process.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Acknowledging people's past trauma and using an approach that centers their assets and strengths rather than focusing on the deficits.

Black, Latine, and low-income students of all racial groups.

Feedback Approach

This last section focuses on how you receive product feedback from students, educators, and caregivers, and continue to engage with them on product concept, features, content and detailed user experience.

Our product or program team runs frequent product evaluation sprints with priority populations such as on a biweekly or monthly schedule.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team gathers feedback from {co-design} participants on their experiences with us.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Co-design is a participatory approach to identifying problems, generating designs and ideas, and evaluating solutions with the people who are going to be impacted by the product, service or policy. It is creative and action oriented.

Our product or program team regularly reflect on our research, design, prototype and development processes, and work to improve them.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team ensures that the {minimum viable product (MVP) pilot} or final {product launch} includes school districts that serve {priority students}.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Early product version with just enough fidelity of features for early users to provide feedback for future updates.

Coordinated effort to market and make the product available for use.

Black, Latine, and low-income students of all racial groups.

Our product or program team takes lessons learned in the pilot, using  a continuous feedback and improvement model, when releasing  to the broader market.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team collects disaggregated data on product access and use by {priority students} and educators.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Black, Latine, and low-income students of all racial groups.

Our product or program team analyzes collected data to understand differences in product use and efficacy based on race, gender, disability and other factors.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team evaluates our product's impact on promoting student motivation, engagement and persistence

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team has a process to monitor unintended consequences of product use and has a process to prioritize and fix these issues.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Our product or program team has a process to address ethical concerns including data privacy, security and algorithmic bias.

Strongly Disagree
Never
Disagree
Rarely
Neither Agree or Disagree
Sometimes
Agree
Often
Strongly Agree
Always

Your Co-Design Maturity Results

Your results are based on how you responded to the survey questions and may evolve over time as you and your team learn, grow, and implement new practices. You’re welcome to revisit the survey to track your progress.

We’ve highlighted a few quick wins on this page to help you get started. For a more comprehensive view, download the PDF to access additional short- and long-term action steps to further strengthen your practices.

Understanding Your Results
Understanding Your Results

We developed a simple scoring system to help you understand where you currently stand on your co-design journey. Your results are based on your responses across the four key stages of the survey and organized into the following categories:

Beginning:
Just getting started with co-design or equity-centered practices.

Developing:
Taking steps toward integrating co-design, with room to grow.

Strengthening:
Actively applying co-design practices with increasing consistency.

Advancing:
Demonstrating strong, embedded co-design practices across your team.

Each result includes tailored recommendations to help you move forward from wherever you are.

Level-specific content will be inserted here

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Template
Proficiency

Recommendations

These are prioritized recommendations customized to your needs based on your answers to the survey.
For a more comprehensive view, download the PDF to access additional short- and long-term action steps to further strengthen your practices.

Quick Wins
Short-term
Long-term

Please wait while we generate your full results report, which includes additional short- and long-term action steps to help strengthen your practices. A copy will also be sent to your email.

Learn more about your results or access help to prioritize your recommendations

Thank you! Your submission has been received!
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Quiz Data (for code)

Stages

1
Organizational Culture
Stage Weighting:
0.5
2
Research Approach
Stage Weighting:
0.5
3
Co-design Approach
Stage Weighting:
1
4
Feedback Approach
Stage Weighting:
0.5

Maturity levels

Beginning
0
39
4

Beginning

Developing
40
59
3

Developing

Strengthening
60
81
2

Strengthening

Advancing
82
100
1

Advancing

Result Sets

CA-R01
Related questions:
CA-Q01
CA-Q02
CA-Q03
Beginning
Short-term
Co-design Approach
Short-term

Build team capacity for co-design by exploring participatory research methods.

Identify 1-2 product feature areas that are ripe for improvement. These can be used as the basis of the co-design workshop.

Schedule time with Optimistic Design: info@optimistic.design, to get support on setting up your co-design processes.
Developing
Short-term
Co-design Approach
Short-term

Continue to develop team co-design capacity through workshops or technical assistance. Develop a best practices guide for team members to leverage.

Schedule time with Optimistic Design: info@optimistic.design, to get support on setting up your co-design processes.
Strengthening
Short-term
Co-design Approach
Short-term

Develop a bank of workshop activities, processes for recruiting and supporting priority students or teachers for co-design.

Utilize the Spark & Create: A guide to co-designing with younger students for product teams working with elementary-aged students.
Advancing
Long-term
Co-design Approach
Long-term

Work across the different teams to identify opportunities for co-design with priority students and teachers across your product development process. This can include co-defining the problem, generating ideas to co-evaluating the product.

Utilize the Spark & Create: A guide to co-designing with younger students for product teams working with elementary aged students.
CA-R02
Related questions:
CA-Q05
CA-Q06
CA-Q04
Beginning
Quick Wins
Co-design Approach
Quick Wins

Before the co-design session, identify how and where participant ideas will be leveraged within your process. Be transparent with participants about what they can impact within the product. Consider weighing co-design participant features higher during feature prioritization.

Developing
Quick Wins
Co-design Approach
Quick Wins

Create a co-design session output tracker with access to co-designers.

Update the tracker on how their ideas were incorporated into the product.

Strengthening
Long-term
Co-design Approach
Long-term

Formalize the process of prioritizing co-design insights within the product feature decision making. This includes a process for prioritizing co-designed ideas, with a backlog for future inclusions and a process to continually engage co-designers while keeping them up to date on product changes.

Advancing
Long-term
Co-design Approach
Long-term

Continue to consistently incorporate co-designers' ideas into the product and set up touchpoints with those co-designers as the ideas are incorporated into the product.

CA-R03
Related questions:
CA-Q07
Beginning
Short-term
Co-design Approach
Short-term

Identify a point person on the team to loop back to participants with the synthesis of the research and the next steps.

Developing
Long-term
Co-design Approach
Long-term

Develop reusable email and presentation templates for assigned team members to populate and share research insights back with participants on a regular basis.

Strengthening
Long-term
Co-design Approach
Long-term

Continue to actively communicate with participants about the impact of their participation in the research and insights from research.

Advancing
Long-term
Co-design Approach
Long-term

Gather feedback from participants to understand the impact of sharing insights and next steps with them.

Modify the process based on feedback.

CA-R04
Related questions:
CA-Q08
Beginning
Quick Wins
Co-design Approach
Quick Wins

Do an internal accessibility review of your product. Ensure that the product meets WCAG guidelines.

Developing
Short-term
Co-design Approach
Short-term

Get an external accessibility audit of your product by organizations that are run by disabled testers like weco. Utilize the audit for product improvement and ongoing research with disabled students and teachers.

Strengthening
Short-term
Co-design Approach
Short-term

Establish a process for recruiting and engaging with disabled students and teachers to co-design features and provide product feedback.

Advancing
Short-term
Co-design Approach
Short-term

Review the NDS design principles to identify opportunities to engage in research, design, and development of the product to better meet the needs of neurodiverse users and improve the overall user experience of the product.

CA-R05
Related questions:
CA-Q09
Beginning
Short-term
Co-design Approach
Short-term

User experience designers, in collaboration with UX researchers, can help design features and functionality to set your product apart. Consider hiring a qualified designer.

Set up your internal process to ensure that the designer has equal power to engineering and other functions so that they can be a voice for the user.

Developing
Short-term
Co-design Approach
Short-term

Ensure internal processes enable designers to actively participate in an iterative development approach so that user insights are captured, reflected in updates to designs, and validated again with users.

Strengthening
Long-term
Co-design Approach
Long-term

Develop a user centered mindset within the team so that all team members are centering the needs of every student or teacher, and championing their asks.

Advancing
Co-design Approach
CA-R06
Related questions:
CA-Q10
Beginning
Quick Wins
Co-design Approach
Quick Wins

As a team, schedule team training on adverse childhood experiences, trauma, and the impact of trauma on learning and healing-centered engagement.

Developing
Short-term
Co-design Approach
Short-term

Reflect with your team on your research questions and practices. Identify practices or questions that might trigger a trauma response. Identify pathways to modify the features and research.

Develop a co-design prep that includes exercises to de-escalate participants if they experience a trauma response during the session. Include resources such as social workers that participants can reach out to.

Strengthening
Short-term
Co-design Approach
Short-term

Outline and implement what a healing-centered engagement approach looks like for your team.

Advancing
Short-term
Co-design Approach
Short-term

Continue to reflect with your team and co-designers, after each session, to revise your trauma-informed and healing centered practices.

FA-R01
Related questions:
FA-Q01
Beginning
Quick Wins
Feedback Approach
Quick Wins

Review the existing product design and development timeline with your team. Identify opportunities for consistent product feedback sessions with students and teachers. Work with your team to implement the product feedback sprints.

Developing
Quick Wins
Feedback Approach
Quick Wins

Identify process or timeline blockers that prevent your team from getting consistent product feedback from priority populations. Work with your team to implement feedback sprints in line with the design and development cycle.

Strengthening
Short-term
Feedback Approach
Short-term

In addition to gathering user testing feedback on a consistent schedule, consider how your team can engage priority populations in co-evaluation of the product. What changes need to be made within your team to do this?

Advancing
Short-term
Feedback Approach
Short-term

Consider changes to team processes and mindset to evolve your team's current product UX testing cycles to a more co-creative process. When would students and teachers need to be brought in? What do they need to know? How might they impact the product through co-evaluation? What infrastructure do you need on the team to enable this evolution

FA-R02
Related questions:
FA-Q02
FA-Q03
Beginning
Quick Wins
Feedback Approach
Quick Wins

Identify opportunities to gather feedback from co-design participants during or after their engagements with your team.

Schedule an internal session to review and reflect on feedback.

Developing
Quick Wins
Feedback Approach
Quick Wins

Develop standardized processes for gathering feedback from participants about their experience, such as through anonymous surveys.

Utilize results to improve your engagement practices.

Strengthening
Short-term
Feedback Approach
Short-term

Establish mechanisms to routinely analyze and synthesize feedback received from co-design participants about their experience engaging with your team and work on addressing any concerns.

Advancing
Short-term
Feedback Approach
Short-term

Foster continuous engagement by maintaining ongoing dialogues with co-designers to share how their feedback has shaped your team's processes or product development.

FA-R03
Related questions:
FA-Q04
FA-Q05
Beginning
Quick Wins
Feedback Approach
Quick Wins

Identify the demographic mix of priority students in schools and districts that your team is currently looking at launching the product in. Identify gaps in student feedback on your product.

Identify schools and districts that have a higher population of students that you want to prioritize for feedback. Build a plan to launch these school districts.

Developing
Quick Wins
Feedback Approach
Quick Wins

Ensure you can disaggregate usage data by race, gender, age, disability, socio-economic status, location within your product, or through partnership with schools to identify gaps. Continually consider new school partnerships to ensure that your product serves all students.

Strengthening
Long-term
Feedback Approach
Long-term

Build relationships with school districts that serve priority students. Work to identify mutually beneficial opportunities for product access, compensation, feedback gathering, and product support with districts.

Advancing
Feedback Approach
FA-R04
Related questions:
FA-Q06
FA-Q07
Beginning
Short-term
Feedback Approach
Short-term

Establish privacy protocol to ensure that data collected is secure. Develop analysis protocols to ensure that student data is not used to paint a deficit picture of student skills. If applicable, within the product work to disaggregate data collected by race, gender, disability, socioeconomic status. If not possible within the product, work with the school district partner to gather this data.

Developing
Short-term
Feedback Approach
Short-term

Review privacy protocol to ensure that data collected is secure. Review and refine analysis protocols to ensure that student data does not paint a deficit picture of student skills. Identify other relevant and useful ways to disaggregate the data.

Strengthening
Long-term
Feedback Approach
Long-term

Identify other relevant and useful ways to disaggregate the data to support different analysis including measurement for motivation, engagement and persistence.

Advancing
Quick Wins
Feedback Approach
Quick Wins

Analyze data to identify student subgroups that the product is currently not serving and identify opportunities for co-identifying the "why" with these students.

FA-R05
Related questions:
FA-Q08
Beginning
Quick Wins
Feedback Approach
Quick Wins

Review the motivation, engagement and persistence (MEP) framework to understand how you can measure your product's impact on student MEP.

Review existing MEP literature and frameworks.
Developing
Short-term
Feedback Approach
Short-term

Conduct a motivation, engagement and persistence (MEP) evaluation of your product to identify areas of opportunity and gain a better understanding of where your product sits in relation to MEP.

Utilize the C*MEP evaluation framework.
Strengthening
Short-term
Feedback Approach
Short-term

Use the C*MEP framework to identify all opportunities to support student motivation, engagement and persistence within the product.

Utilize the C*MEP evaluation framework.
Advancing
Long-term
Feedback Approach
Long-term

Continue to iterate on your product feature with a lens on product impact on student motivation, engagement and persistence.

Utilize the C*MEP evaluation framework.
FA-R06
Related questions:
FA-Q09
FA-Q10
Beginning
Quick Wins
Feedback Approach
Quick Wins

Identify unintended consequences from product use or data breaches. Identify potential algorithmic bias and other ethical concerns within your product and from internal use of data generated.

Developing
Quick Wins
Feedback Approach
Quick Wins

Develop an internal process for identifying unintended consequences during feature ideation and development. Leverage available data and feedback channels.

Develop a preliminary framework for categorizing and documenting ethical concerns, including data privacy, security, and algorithmic biases.

Strengthening
Short-term
Feedback Approach
Short-term

Establish a consistent process for proactively monitoring for unintended consequences of product use, data breaches and algorithmic bias through data analysis, and regular user feedback collection.

Advancing
Short-term
Feedback Approach
Short-term

Continue to refine and enhance the proactive monitoring of unintended consequences of product use, data breaches and algorithmic bias, adapting methods as required. Demonstrate a commitment to early detection and understanding of these issues.

OC-R01
Related questions:
OC-Q02
OC-Q01
Beginning
Quick Wins
Organizational Culture
Quick Wins

Capture questions your team has about disparities in learning. Work as a team to answer the questions, and understand  the variety of needs across focus populations.

Developing
Short-term
Organizational Culture
Short-term

Schedule time with your team to evaluate the product based on the equity principles your team developed in order to identify opportunity areas.

Strengthening
Quick Wins
Organizational Culture
Quick Wins

Establish cross-team functional meetings to reflect on what worked and what didn't at the end of each feature being developed with an explicit focus on your principles and defining what equitable implementation looks like.

Advancing
Organizational Culture
OC-R02
Related questions:
OC-Q03
Beginning
Quick Wins
Organizational Culture
Quick Wins

Identify existing meetings where team members can discuss biases and positionality, and how that might impact product decisions with a trained facilitator.

Schedule time with Optimistic Design: info@optimistic.design, to facilitate positionality and bias in product design immersive workshop
Developing
Quick Wins
Organizational Culture
Quick Wins

Create ongoing opportunities when ideating on new features or research for team members to reflect on how their positionality impacts synthesis and analysis.

Schedule time with Optimistic Design: info@optimistic.design, to facilitate positionality and bias in product design immersive workshop.
Strengthening
Long-term
Organizational Culture
Long-term

Create opportunities for ongoing self reflection within the team on positionality, bias and how this might impact their work and the product.

Advancing
Organizational Culture
OC-R03
Related questions:
OC-Q04
Beginning
Quick Wins
Organizational Culture
Quick Wins

Identify data collected about students, districts and teachers. Include demographics, product use etc. Identify ways in which the data might be misused. Create internal use guidelines.

Schedule time with Optimistic Design: info@optimistic.design, to dive into the Design Research Data Privacy session.
Developing
Short-term
Organizational Culture
Short-term

Develop and implement cross team guidelines for ethical data collection within your product and during research.

Strengthening
Short-term
Organizational Culture
Short-term

Establish data review meetings to review product and research data. Identify opportunities to improve data collection, storage and iterate on the kinds of data collected.

Advancing
Organizational Culture
OC-R04
Related questions:
OC-Q05
OC-Q06
OC-Q07
Beginning
Quick Wins
Organizational Culture
Quick Wins

Leverage a professional research recruitment company to recruit students currently not prioritized in your research and co-design processes.

Developing
Quick Wins
Organizational Culture
Quick Wins

Consider a variety of options for recruitment of priority students including research recruiting firms, after school programs, PTA meetings, community based organizations and direct partnerships with school districts.

Strengthening
Long-term
Organizational Culture
Long-term

Develop long term relationships with school districts, community based organizations and communities of priority students to ensure that recruitment and research practices are not extractive and mutually beneficial.

Advancing
Organizational Culture
OC-R05
Related questions:
OC-Q08
Beginning
Quick Wins
Organizational Culture
Quick Wins

Identify pathways to gather student, caregiver and teacher input in the context of use to help prioritize product improvement opportunities.

Developing
Short-term
Organizational Culture
Short-term

Develop co-design workshops with students and/or teachers by leveraging participatory methods to understand nuances and the context of use. Ensure participants and the research teams are immersed in the context of use to ensure ideas generated consider the environment reflective of authentic product use.

Schedule time with Optimistic Design: info@optimistic.designn to review your research and engagement materials.
Strengthening
Organizational Culture
Advancing
Organizational Culture
OC-R06
Related questions:
OC-Q09
Beginning
Quick Wins
Organizational Culture
Quick Wins

Identify opportunities within the product that can help your design and research teams understand student needs to help prioritize which problems to solve within the product. Consider ways you can have feedback features within the product for student input problem prioritization.

Developing
Short-term
Organizational Culture
Short-term

Develop problem prioritization, workshop with students by leveraging participatory methods to deepen engagement.

Schedule time with Optimistic Design: info@optimistic.design to review your research and engagement materials.
Strengthening
Organizational Culture
Advancing
Organizational Culture
OC-R07
Related questions:
OC-Q10
OC-Q11
Beginning
Quick Wins
Organizational Culture
Quick Wins

With your team, identify the budget available to compensate students, teachers and caregivers for their time and expertise.

Establish an internal payment policy.

Developing
Quick Wins
Organizational Culture
Quick Wins

Review your existing payment policy for lived experts and identify how it compares with SME compensation. Work to ensure that the compensation is comparable and fair.

Strengthening
Quick Wins
Organizational Culture
Quick Wins

Gather feedback from priority students, teachers, and caregivers on in-kind support, in addition to monetary compensation, that will be helpful for them.

Advancing
Organizational Culture
OC-R08
Related questions:
OC-Q12
OC-Q13
Beginning
Short-term
Organizational Culture
Short-term

Dedicate time within existing team meetings for members to share new learnings around priority student context and teachers that impact their learning experience. Incentivise continuous learning within the team.

See Optimistic Design's research on young student context as a starting point.
Developing
Short-term
Organizational Culture
Short-term

Identify ways in which team members can learn more about priority student and teacher context. This could include listening to podcasts, watching relevant movies, building partnerships with community based organizations and Title 1 school districts for team members to immerse themselves in student context.

See Optimistic Design's research on young student context as a starting point.
Strengthening
Short-term
Organizational Culture
Short-term

Consider building partnerships with community based organizations and Title 1 school districts for team members to immerse themselves in student context. Ensure that your learnings are incorporated in the feature ideation and product development process.

Schedule time with Optimistic Design: info@optimistic.design to understand how to meaningfully design for student and teacher lived and cultural contexts.
Advancing
Organizational Culture
RA-R01
Related questions:
RA-Q01
Beginning
Short-term
Research Approach
Short-term

Dedicate time within existing team meetings for members to share new learnings around policies and systems that have impacted the educational system in the US. Incentivise continuous learning within the team.

Content to get you started: Resource list
Developing
Short-term
Research Approach
Short-term

Incentivise team members to review existing literature, podcasts, movies that highlight the current and historic impacts of the US educational policies. Create opportunities for share outs.

Content to get you started: Resource list
Strengthening
Long-term
Research Approach
Long-term

Create a learning arc for team members where they listen, read and engage with the same content with a focus on education policies and practices. Debrief as a team and map out how that impacts your work.

Content to get you started: Resource list
Advancing
Research Approach
RA-R02
Related questions:
RA-Q02
RA-Q03
RA-Q04
Beginning
Short-term
Research Approach
Short-term

Ensure your team has qualified research staff to conduct primary research with priority students, educators and caregivers.

Developing
Short-term
Research Approach
Short-term

Identify information gaps that you have on student, teacher and caregiver experiences. Develop discussion guides with a focus on student strengths and assets. Conduct virtual or in person research.

Strengthening
Short-term
Research Approach
Short-term

Review your primary research interview guides with a priority student strengths and assets lens.

Consider developing internal capacity to recruit and manage priority student and teacher product advisory boards for ongoing feedback.

Advancing
Research Approach
RA-R03
Related questions:
RA-Q05
RA-Q06
Beginning
Quick Wins
Research Approach
Quick Wins

Review existing high leverage teaching practices with your team and identify the pathway to incorporate it within your product.

Developing
Short-term
Research Approach
Short-term

With cross team members, prioritize up to 3 high leverage teaching practices and learning science practices to implement within your product.

Strengthening
Quick Wins
Research Approach
Quick Wins

Develop an iterative and reflective process for the team to continuously review and revise how well the product supports educators on high leverage teaching practices practices and learning science practices.

Advancing
Research Approach
RA-R04
Related questions:
RA-Q07
Beginning
Quick Wins
Research Approach
Quick Wins

During the synthesis process identify if your analysis can be harmful to the student or the community. Focus on strengths and assets that the insights highlight. When you see a deficit, consider how that might be impacted by systemic issues such as poverty, hunger etc.

Developing
Quick Wins
Research Approach
Quick Wins

Create opportunities within your synthesis process to review the take away to ensure that they focus and build on strengths and assets of the students and their communities.

Strengthening
Quick Wins
Research Approach
Quick Wins

Apply an asset based perspective to existing research and content shared on priority student experiences. Ensure that language used in your research is not culturally destructive or leads to stereotyping of students.

Advancing
Research Approach
RA-R05
Related questions:
RA-Q08
Beginning
Quick Wins
Research Approach
Quick Wins

Review MEP frameworks in the provided library to gain a better understanding of motivation, engagement and persistence, as it pertains to priority students.

Review existing MEP literature and frameworks.
Developing
Short-term
Research Approach
Short-term

Conduct an evaluation of MEP for your product to identify areas of opportunity and gain a better understanding of where your product sits in relation to MEP.

Utilize the C*MEP evaluation framework.
Strengthening
Short-term
Research Approach
Short-term

Establish internal team processes for identifying, tracking, and measuring how product features impact MEP.

Utilize the C*MEP evaluation framework.
Advancing
Research Approach
RA-R06
Related questions:
RA-Q09
Beginning
Short-term
Research Approach
Short-term

Create an opportunity for team members to learn about the impact of adverse childhood experiences, racial trauma, and poverty on learning.

Resources to get you started: Understanding Trauma and Stress
Developing
Short-term
Research Approach
Short-term

Review your research materials on an ongoing basis to ensure that questions do not force participants to relive their traumas.

Contract with a trauma informed social worker for participant support discussing sensitive or triggering topics.

Strengthening
Long-term
Research Approach
Long-term

Build internal capacity within your team so that multiple team members can engage priority students and caregivers in a trauma informed way.

Review research materials on an ongoing basis to ensure that questions do not force participants to relive their traumas.

Advancing
Long-term
Research Approach
Long-term

Build internal capacity within your team so that multiple team members can engage priority students and caregivers in a trauma informed way.

Train team members in deescalating participants who might have trauma stress responses during individual or group sessions.