Overview
Leadership within organizations sought a way to measure the impact of their employee development efforts. They also needed a method to uncover leadership gaps that weren’t immediately evident in 1-on-1 team meetings.

To address this, we developed Insights, a tool to track employee engagement through rotating questions (based on Gallup’s research) and an eNPS score. The tool not only provided data but also prompted actionable steps for leadership to improve engagement.​
Role
UX Designer, UX Researcher

Tools
Figma

Duration
6 months
​
Team
PM, Engineering Team Lead, 3 Front-End Engineers, Back-End Engineer, 2 Quality Assurance

The Problem

“The majority of the U.S. workforce (65%) is not engaged, according to Gallup's State of the Global Workplace: 2022 Report”

A key insight driving this project came from Gallup’s research, which revealed that a significant percentage of employees are disengaged at work. This lack of engagement is often linked to unspoken issues that affect company culture.

Research + Ideation

To design Leadr’s insights platform, I partnered closely with the PM to conduct research through internal stakeholder interviews (customer success, sales) due to limited customer access. We uncovered that leadership needed data to support coaching and development—not micromanagement. Misunderstood metrics, blind spots like missing goals, and the need to track team engagement trends also surfaced. I also conducted competitive analysis and explored best practices in simple, actionable data visualization.

​During ideation, I led cross-functional design charettes using FigJam, enabling the team to brainstorm from multiple user perspectives. This collaborative process helped us align around the product vision.

Key Insights

  • ​Pulse Survey
    A scale question for the pulse survey was suggested by the team lead, and we decided to display this monthly to gather data without overwhelming the user. 

  • 1:1 Meetings
    We also considered the importance of tracking regular 1:1 meetings, as consistent in-person connection was vital for growth.

  • Anonymity in Surveys
    Ensuring survey anonymity was a priority, so employees felt comfortable sharing candid feedback.

  • Cross-Departmental Comparisons
    Lastly, we discussed the ability to compare metrics across different departments, teams, and managers for more actionable insights.

Results

Insights delivered measurable results for the organization:
  1. Enabled leadership to see trends over time, compare engagement across teams, and address blind spots.
  2. Increased leadership engagement and provided actionable steps based on data.
  3. Allowed for regular tracking of eNPS and overall employee engagement, helping managers identify areas for improvement.​

Key Features

Pulse Survey

A monthly recurring survey posing question from three engagement categories (Maximization, Clarity, Rapport) and eNPS.  

​There are 18 questions in total (6 per category), with one question from each category asked each month, alongside the eNPS question. It would take six months for all engagement questions to be covered.

Engagement Analysis

Based on that pulse survey, you can dig into Engagement trends over time. Upon expanding the widget you can break down the data by looking at the company as a whole, through Manager Direct Reports (which only show up if a manager has 3+ reports), departments, and the company's custom user groups.
Within each tab, you can view the overall engagement score or each individual category that makes up the engagement score over time or on a specific date.
You can dig into the data further by picking a specific category and viewing trends over time and also seeing the average score for each individual statements. Because statements rotate, it takes 6 months for each question to be gone through once, so for looking 6 months back and 12 months back I opted for a bar graph for easy comparison. After 18 months it switches to a line graph.

eNPS Analysis

Displays data from the fourth pulse survey question, whether an employee would recommend working at the company. An eNPS score is calculated based off of Promoters, Passives, and Detractors. The "eNPS Breakdown" tab allows you to see the trends in these categories over time.

People Metrics

Enhancement of our existing metrics for 1:1's, goals, feedback requests, and general activity on Leadr.

Leadr Coach

​Aside from seeing trends, we knew it was important to help people take action on the data they were seeing. Leadr Coach offers prompts based on their data.

Engagement + eNPS

You can view the latest survey results at a glance within the main dashboard.

Mobile

Due to the size and detail of all the graphs, I made the decision to not expand the graphs in mobile. It's more of an "at-a-glance" view of how an organization is doing.
Selected Customer Quotes
​"I like the point of how it creates a conversation that needs to happen that may not happen otherwise... it also gives me a point to check in and pose a question I may not have asked MYSELF in a while. Maybe I've just been DOING and haven't stopped to ask myself how things are."
​"I wish you could have been a fly on the wall yesterday as I showed the results of the first Insights survey in our leadership team meeting. The staff-wide data was interesting, but as soon as I showed the views by department and manager, people were jumping out of their chairs and literally cramming themselves around the screen to see where their departments and direct reports “stacked up."
​“This is helping me remember to consider my team as people, outside of the tasks they complete that contribute to our reporting”

Reflection

This project was a massive undertaking, and as one of the developers aptly put it, “we built an app within an app.” Looking back, we realized the MVP could have been more streamlined, with additional features added incrementally.
​
This experience reinforced the importance of planning effectively and learning from the process. Aside from that, this was my first major project at Leadr and it was incredibly fun to work with my team and have so much creative freedom in shaping how this feature would look!

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