SPO Onboarding Discovery Plan
Business Objective
The business objective is to understand the current challenges faced by the State Product Officers (SPOs) to effectively manage Business Relationship Managers (BRMs) and create a platform for State Product Officers (SPOs) to effectively manage Business Relationship Managers (BRMs) and ensure their respective states meet their loan targets.
Research Goal
This 2-week discovery plan aims to understand the needs, painpoints and workflow of SPOs to design a platform that facilitates seamless transmission of important information, and goal tracking, and to identify key factors that influence the performance of SPOS. Lastly. Gather insights to optimize the onboarding and support of SPOs.
Metrics
Customer satisfaction score: SPOs satisfaction score during the beta/pilot phase.
Increased KPI achievement rate
Research Team
Bukola (Product Manager)
Chiemela Orji (Business Analysis Intern)
Oluyinka (Product Designer)
Hamid Muhammed (Technical Product Manager)
Research Plan
Methods
Users Interviews
Feedback Survey
Prep Work
Schedule interviews with SPOs
Schedule interviews with RMs
Interview Questions
Click here to view the interview questions.
Interview Schedule
Click here to view our interview schedule.
Weekly Plan
Week 1 Goal (3rd - 4th of October 2024)
Thursday:
Schedule interviews with 10 State Product Officers (SPOs)
Schedule interviews with Regional Managers
Friday
Conduct interviews with 10 State Product Officers (SPOs)
Conduct interviews with Regional Managers
Week 2 Goals (7th - 11th of October 2024)
Monday:
Summarize findings on the challenges, needs, and goals of SPOs and RMs - Interview snapshots.
Create experience maps for SPOs based on interview data
Tuesday:
Conduct a feedback survey to validate interview findings and quantify SPO needs
Create wireframes
Wednesday:
Create story maps and assumptions to be tested
Create designs for onboarding
Thursday
Test wireframes with SPOs and RMs
Update designs
Friday
Create PRD and User stories
Share findings with stakeholders