Open Oakland

Simplifying onboarding to welcome more volunteers

Role

Role

Product Designer

Product Designer

Timeline:

Timeline:

2 weeks

2 weeks

Tools

Tools

Sketch, Google forms, Miro, pen & paper

Sketch, Google forms, Miro, pen & paper

Methods

Methods

Research, strategy, design, wireframing

Research, strategy, design, wireframing

What is OpenOakland?

OpenOakland is a nonprofit civic organization that brings together people of all backgrounds to use technology for local impact. It hosts weekly civic hack nights where the community collaborates on diverse civic tech projects.

My Impact:


Worked with two UX designers to conduct and synthesize user research, shaping the strategy and design direction for OpenOakland’s website redesign.

New Onboarding Flow

Designed a new onboarding process to streamline intake, clarify expectations, and boost volunteer retention.

Led UI Design

Owned UI design from low- to high-fidelity wireframes, defining the structure and flow of the new onboarding experience.

The Challenge

OpenOakland aims to attract a more diverse range of volunteers and increase community awareness. While most current volunteers have technical skills, the organization needs more non-technical contributors to support its projects and growth.

Goal: How might we redesign OpenOakland’s website to attract diverse types of new members, particularly those with a nontechnical background, to help them complete projects?

The Solution

New to OpenOakland?

We improved OpenOakland’s site by simplifying onboarding and redesigning the projects page, helping prospective volunteers quickly find initiatives that match their skills.”

Home Page

As the first page a prospective volunteer might encounter, we surfaced key information such as communication channels, current projects, and upcoming meetings, along with clear calls to action to spark interest and encourage engagement.

Onboarding Page

Transitioned OO’s onboarding process from in-person to an online 3-step process with information about expectations on joining and how to prepare for their first meeting.


Onboarding Page

Transitioned OO’s onboarding process from in-person to an online 3-step process with information about expectations on joining and how to prepare for their first meeting.

Projects Page

Restructured Projects page to allow current and new members to easily access relevant information

Understanding the current website

Evaluated OpenOakland’s website to reveal gaps in attracting new volunteers, driving improvements to the onboarding experience.

HOME PAGE

Unclear call-to-action

  • What are users RSVPing for?

  • Why should they RSVP?

  • When is the event?

Unclear call-to-action

  • What are users RSVPing for?

  • Why should they RSVP?

  • When is the event?

ABOUT PAGE

Important information specific to an event or meeting was often outsourced to Meetup.com and hidden in the About Page

Important information specific to an event or meeting was often outsourced to Meetup.com and hidden in the About Page

FIELD RESEARCH

Attending an OpenOakland Meeting

We attended one of OO’s weekly meetings to interview current members and the leadership team. We also underwent their onboarding process and surveyed current members to better understand OO as an organization.

Findings/Observations:

Weekly Meetings

Weekly Meetings

Designated space/time for members to work together on their active projects

Current Onboarding

not required, essentially an FAQ, designed to get new members acquainted with Slack

Slack

Slack

OO's main form of communication, several members had no experience with Slack prior to joining OO

Current Roadblocks

Current Roadblocks

Leaders of the OO are facing struggles with limited marketing and an inability to attract diverse talent

SURVEY

Understanding users, needs, and motivations

29 Respondents

There is a general interest in attending civic meetings (e.g. city council meetings, PTA meetings)

There is a general interest in attending civic meetings (e.g. city council meetings, PTA meetings)

People are unsure on the definition of a “civic hack night"

People are unsure on the definition of a “civic hack night"

Attending community event motivators: relevant issues, stimulating discussions, civic duty, a space to be heard

Attending community event deterrents: scheduling conflict, irrelevant issues, apprehensiveness to share

MODERATED USER TESTING

How are prospective members experiencing the current OpenOakland website?

We asked 5 people to navigate through OpenOakland’s website to confirm our assumptions about the problem of hidden information on OO’s website.

Results

  • User’s perceived definition of “Civic Hack” night” was inaccurate- thought the event was a hackathon

  • User registered for an event, but toggled between OO website and Meetup.com

  • User could not figure out exact event expectations for new members

COMPETITIVE/COMPARATIVE ANALYSES

What are competitors/comparators doing well and how can those strengths be adopted?

To explore inspiration and see how similar organizations attract new members, we evaluated local brigades and comparable community groups.

Who is our target audience?

We identified one target archetype and created a for better visualization on their needs, frustrations, and motivations

The Oakland Local

  • Intimidated by new technology

  • Excited to be more involved with the local community

  • Seeking a collaborative environment

  • Feels antsy when they don’t utilize disposable time

  • Likes to be prepared and know event details prior to arriving

Setting Design Priorities

Through our research and data, we now have a strong understanding of our users’ needs and how to prioritize them when strategizing for solutions.

Users benefit from guided experiences

Research shows our audience wants clear expectations before committing. OpenOakland can better engage its audience by clearly communicating time, effort, and convenience through simple, accessible design.

Users want to make informed decisions

Users want to quickly gather enough information to make informed commitments before volunteering their time.

Sketches

I sketched out some basic design ideas of potential website improvements—taking into account key insights from the research before developing higher fidelity wireframes in Sketch.

Final Deliverables

Given the timeline, my team and I were able to produce and deliver a few high-fidelity designs to the OpenOakland organization. We redesigned the website to cater to prospective members by surfacing important information, adding clear call to actions, and streamlining the process of onboarding.

Homepage

Revamped the homepage to streamline onboarding, promote Slack, and encourage engagement with current projects.

New to OpenOakland?

Transformed OpenOakland’s onboarding by setting expectations, outlining preparation steps, and guiding users to join their Slack communication channel.

Projects

Revised the Projects page to showcase active initiatives, team contacts, and desired skills.

Outcomes

  • Improved information architecture of website

  • Set event and organization expectations for users by through an online onboarding process (“New to OpenOakland?”)

  • Surfaced communication channels and answers to users’ frequently asked questions

  • Projects detail specific needs to help new members find their place as they’re exploring the website

As a conceptual project, our designs weren’t implemented, but we delivered a presentation that OpenOakland’s leaders valued for future website enhancements.

My team and I are grateful to OpenOakland for welcoming us to one of their meetings, allowing us to gather valuable data and insights for our project!

Next Steps

Moving forward, we recommend:

  • Testing OpenOakland’s website re-design solutions

  • Applying a similar approach to updating organization’s Meetup.com event pages

  • Further iterations/refinements after feedback and research

Reflections

Challenges

  • Timeline: This project was part of my UX design bootcamp, and we had just under two weeks to complete the assignment. While the team had many ideas for the website redesign, we had to prioritize certain pages that would have the greatest impact within our timeframe. Additionally, limited time and resources for user research meant we had a smaller pool of users to gather insights from.

  • Sketch: I took the lead on wireframing due to my experience with design tools, but since Sketch was new to me, I had to dedicate extra time to learning its shortcuts, refining my workflow, and practicing to efficiently bring my teams’ ideas to life.

Achievements

  • Field Research: We were fortunate enough to be working on a project that involved a local organization. We had the unique opportunity to perform some field research by attending one of OpenOakland’s meetings. Being able to converse with leaders and survey current members was a valuable experience for gathering insights that shaped our design strategy.

  • Received positive feedback from the instructors on our growth and learning as designers and teamwork, especially considering we were only 2-3 weeks into the program.

Let's talk design!

Let's talk design!

Let's talk design!