Case Study 011. South Asian Youth Action (SAYA!) Mentor Summaries: Step 1
Step 1 - Discovery
My very first step was to meet with the mentors so I could gain an understanding of exactly what they needed from a weekly data report. I learned that much of the information they were receiving was not relevant and furthermore, the information they actually did need was buried deep inside a mountain of other data. I began to strategize a way to cull the data and bring the most pertinent information to the surface.
SAYA Mentor Summary Reports: Work Process Step 1 of 5
Step 1 - Discovery
My very first step was to meet with the mentors so I could gain an understanding of exactly what they needed from a weekly data report. I learned that much of the information they were receiving was not relevant and furthermore, the information they actually did need was buried deep inside a mountain of other data. I began to strategize a way to cull the data and bring the most pertinent information to the surface.
Case Study 011. South Asian Youth Action (SAYA!) Mentor Summaries: Step 2
Step 2 - Sketch
As I began to work with the data, the most pertinent data points began to rise to the surface. I set up the report to highlight that information. I wanted each mentor to be able to digest all of the most important information about their mentees at a glance.
SAYA Mentor Summary Reports: Work Process Step 2 of 5
Step 2 - Sketch
As I began to work with the data, the most pertinent data points began to rise to the surface. I set up the report to highlight that information. I wanted each mentor to be able to digest all of the most important information about their mentees at a glance.
Case Study 011. South Asian Youth Action (SAYA!) Mentor Summaries: Step 3
Step 3 - Prep Data
I identified the sources of information needed to make the reports and I began collecting the raw data. Since this was a report that would have to be updated on a weekly basis, I made sure to organize the data files in such a way that they could be updated quickly. I had to ensure that all of the columns for each category of data would line up exactly, every time.
SAYA Mentor Summary Reports: Work Process Step 3 of 5
Step 3 - Prep Data
I identified the sources of information needed to make the reports and I began collecting the raw data. Since this was a report that would have to be updated on a weekly basis, I made sure to organize the data files in such a way that they could be updated quickly. I had to ensure that all of the columns for each category of data would line up exactly, every time.
Case Study 011. South Asian Youth Action (SAYA!) Mentor Summaries: Step 4
Step 4 - Build
To create the reports, I used Tableau to merge the various component data sources and present the consolidated information a concise, easily digestible report.
SAYA Mentor Summary Reports: Work Process Step 4 of 5
Step 4 - Build
To create the reports, I used Tableau to merge the various component data sources and present the consolidated information a concise, easily digestible report.
Case Study 011. South Asian Youth Action (SAYA!) Mentor Summaries: Step 5
Step 5 - Publish
Having finished the design and build out process, I moved on to producing the individualized reports. At each team meeting, I printed out a hard copy report for each mentor. The entire report fit on a single sheet of paper (printed front and back). I also emailed them a PDF soft copy. All of the information on each mentor’s report was specific to the mentees in their own caseload. Throughout the school day, the mentors held one-on-one meetings with their mentees. During these meetings, mentors often referred directly to to the printed reports I had produced for them. The mentors told me that the new reports were very helpful to them in communicating with their mentees and keeping them focused on their goals.
SAYA Mentor Summary Reports: Work Process Step 5 of 5
Step 5 - Publish
Having finished the design and build out process, I moved on to producing the individualized reports. At each team meeting, I printed out a hard copy report for each mentor. The entire report fit on a single sheet of paper (printed front and back). I also emailed them a PDF soft copy. All of the information on each mentor’s report was specific to the mentees in their own caseload. Throughout the school day, the mentors held one-on-one meetings with their mentees. During these meetings, mentors often referred directly to to the printed reports I had produced for them. The mentors told me that the new reports were very helpful to them in communicating with their mentees and keeping them focused on their goals.