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UCLA Health System
Giving Section Redesign

Andrew Kaufman / andy2001@gmail.com




                                      1
Current Giving Experience



                            2
3
4
5
User Interview Insights



                          6
• Hard   to find information on giving to specific departments or
                               causes


           • No clear “Call to Action” for how to donate


• The online donation form is confusing, cumbersome and generic


• Doesn't do a good job communicating the benefits and impact of
               donating to the UCLA health system


• Doesn't address the needs of people who don’t feel comfortable
                         donating online


                                                                     7
User Personas



                8
Walter F. Williams
                         Age: 73
                         Home: Bel Air, Los Angeles
                         Personal Wealth: $10 million
                         Status: Married
                         Kids: 2 Children, 3 Grandchildren
                         Education: College Degree
                         Occupation: Retired
                         Computer Skills: Novice
Mr. Murphy recently retired from his job as the head of a multi-national corporation. After 30+ years in
the industry he has amassed a considerable fortune and has been looking for ways to give back to
organizations that he believes are doing good work in the field of health care, due in part to a cancer
scare he had a few years ago. He is happily married, with two children and three grandchildren. Since
his focus has been primarily on business for most of his life, he doesn’t know a lot about charitable
giving or what his options are.
    High Level Goals:                                       Specific Goals:
    • Wants to make sure that his donation goes to an       • Find out which other well known people have
    institution that is highly regarded and has a certain   donated to the UCLA health system.
    amount of cache among his social circle.
                                                            • Learn about the different causes or departments
    • Wants to feel good about where his donation is        that he could possibly donate to.
    going and make sure that it is a cause he believes
    in.                                                     • Talk to a UCLA rep over the phone or in person
                                                            about the possibility of donating.
    • Wants some sort of name recognition to go along
    with his gift (i.e. a wing named after him or a         • Learn about the various options he has for giving.
    plaque).


                                                                                                                   9
Nancy Kwan
                           Age: 32
                           Home: Brentwood, California
                           Income: $100k/year
                           Status: Single
                           Kids: None
                           Education: Graduate Degree
                           Occupation: Lawyer
                           Computer Skills: Advanced
Ms. Kwan is an associate at a law firm in Los Angeles where she works 60+ hour weeks and earns close
to $100k a year. Raised in the LA area, she got her undergraduate degree at UCLA and then went on to
get her law degree from Harvard. Recently she received treatment at Jules Stein eye institute at UCLA
for an eye condition that both she and her mother share. Her positive experience while being treated
there (as well as the knowledge that her mom is also a patient there) has motivated her to make a
donation to the eye institute to help them continue to offer great care.
    High Level Goals:                                   Specific Goals:
    • To donate money specifically to the Jules Stein   • Wants to find out where she can give directly
    eye institute.                                      to the Jules Stein institute online.

    • Being a busy professional, she doesn’t want to    • Wants to be able to donate the money quickly
    have to spend a lot of time going through           and with as little paperwork and time spent as
    paperwork or meeting with a representative.         possible.

    • Wants to make sure that her mother receives
    the same level of care that she did.



                                                                                                          10
Deborah Martinez
                         Age: 48
                         Home: San Pedro, California
                         Income: $75k/year
                         Status: Married
                         Kids: 1 Child
                         Education: Graduate Degree
                         Occupation: Middle School Principal
                         Computer Skills: Intermediate


Mrs. Martinez is a Middle School Principal living and working in San Pedro, California. She recently lost
her brother to AIDS and is looking to set up an endowment or memorial in his name at the UCLA health
department where he was treated. While she knows that she wants to make a donation in his name, she
isn’t sure whether she wants it to take the form of a physical memorial (i.e. bench with his name on it),
an endowment (for continued AIDS research) or just a tribute gift.
                                                      Specific Goals:
   High Level Goals:
                                                      • Learn more about the various options UCLA
   • To set up a memorial or endowment in her         offers for creating endowments, memorials or
   brother’s name.                                    tributes.

   • To make sure that she is involved in the         • Find contact information for someone at UCLA
                                                      who can help guide her through the process of
   process of setting up the memorial and that it
                                                      setting up the memorial.
   honors her brother in a way that she can feel
   good about.                                        • Find examples of other memorials or
                                                      endowments that have been set up at UCLA



                                                                                                            11
Jim Reynolds
                           Age: 56
                           Home: Encino, California
                           Income: $150k/year
                           Status: Married
                           Kids: 2 Children
                           Education: Graduate Degree
                           Occupation: Small Business Owner
                           Computer Skills: Intermediate


Mr. Reynolds is a successful small business owner who wants to make a gift to UCLA. While he cares
about helping the hospital, he is also concerned about the tax benefits that he can get by deducting the
amount of his gift from his taxable income. His wife received successful cancer treatment at the
hospital a few years ago which is why he’s chosen to donate to UCLA instead of another charity.

   High Level Goals:                                  Specific Goals:
   • To make a donation to the UCLA health            • To find specific information on the tax
   system                                             benefits of making a donation to UCLA.
   • To get a tax deduction as a result of his        • To figure out how what he needs to do in
   charitable donation                                order to make that donation and get the
                                                      benefits

                                                      •To actually make the donation



                                                                                                           12
Primary Persona



                  13
Site Business Objectives            Related User Goals

Improve click-through rates in   Find the information he’s looking
the “Giving” funnel              for on charitable giving


Increase conversion rates of     Verify that UCLA is a well
people visiting the “Giving”     respected institution worth
section                          giving to

Increase the average             Make sure that his money is
amount of money that each        going to a cause he feels
donor gives                      strongly about




                                                                     14
Initial Mockups
  (and basic user flows)




                           15
16
17
18
19
20
Initial Designs



                  21
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Ucla health giving redesign

  • 1. UCLA Health System Giving Section Redesign Andrew Kaufman / andy2001@gmail.com 1
  • 3. 3
  • 4. 4
  • 5. 5
  • 7. • Hard to find information on giving to specific departments or causes • No clear “Call to Action” for how to donate • The online donation form is confusing, cumbersome and generic • Doesn't do a good job communicating the benefits and impact of donating to the UCLA health system • Doesn't address the needs of people who don’t feel comfortable donating online 7
  • 9. Walter F. Williams Age: 73 Home: Bel Air, Los Angeles Personal Wealth: $10 million Status: Married Kids: 2 Children, 3 Grandchildren Education: College Degree Occupation: Retired Computer Skills: Novice Mr. Murphy recently retired from his job as the head of a multi-national corporation. After 30+ years in the industry he has amassed a considerable fortune and has been looking for ways to give back to organizations that he believes are doing good work in the field of health care, due in part to a cancer scare he had a few years ago. He is happily married, with two children and three grandchildren. Since his focus has been primarily on business for most of his life, he doesn’t know a lot about charitable giving or what his options are. High Level Goals: Specific Goals: • Wants to make sure that his donation goes to an • Find out which other well known people have institution that is highly regarded and has a certain donated to the UCLA health system. amount of cache among his social circle. • Learn about the different causes or departments • Wants to feel good about where his donation is that he could possibly donate to. going and make sure that it is a cause he believes in. • Talk to a UCLA rep over the phone or in person about the possibility of donating. • Wants some sort of name recognition to go along with his gift (i.e. a wing named after him or a • Learn about the various options he has for giving. plaque). 9
  • 10. Nancy Kwan Age: 32 Home: Brentwood, California Income: $100k/year Status: Single Kids: None Education: Graduate Degree Occupation: Lawyer Computer Skills: Advanced Ms. Kwan is an associate at a law firm in Los Angeles where she works 60+ hour weeks and earns close to $100k a year. Raised in the LA area, she got her undergraduate degree at UCLA and then went on to get her law degree from Harvard. Recently she received treatment at Jules Stein eye institute at UCLA for an eye condition that both she and her mother share. Her positive experience while being treated there (as well as the knowledge that her mom is also a patient there) has motivated her to make a donation to the eye institute to help them continue to offer great care. High Level Goals: Specific Goals: • To donate money specifically to the Jules Stein • Wants to find out where she can give directly eye institute. to the Jules Stein institute online. • Being a busy professional, she doesn’t want to • Wants to be able to donate the money quickly have to spend a lot of time going through and with as little paperwork and time spent as paperwork or meeting with a representative. possible. • Wants to make sure that her mother receives the same level of care that she did. 10
  • 11. Deborah Martinez Age: 48 Home: San Pedro, California Income: $75k/year Status: Married Kids: 1 Child Education: Graduate Degree Occupation: Middle School Principal Computer Skills: Intermediate Mrs. Martinez is a Middle School Principal living and working in San Pedro, California. She recently lost her brother to AIDS and is looking to set up an endowment or memorial in his name at the UCLA health department where he was treated. While she knows that she wants to make a donation in his name, she isn’t sure whether she wants it to take the form of a physical memorial (i.e. bench with his name on it), an endowment (for continued AIDS research) or just a tribute gift. Specific Goals: High Level Goals: • Learn more about the various options UCLA • To set up a memorial or endowment in her offers for creating endowments, memorials or brother’s name. tributes. • To make sure that she is involved in the • Find contact information for someone at UCLA who can help guide her through the process of process of setting up the memorial and that it setting up the memorial. honors her brother in a way that she can feel good about. • Find examples of other memorials or endowments that have been set up at UCLA 11
  • 12. Jim Reynolds Age: 56 Home: Encino, California Income: $150k/year Status: Married Kids: 2 Children Education: Graduate Degree Occupation: Small Business Owner Computer Skills: Intermediate Mr. Reynolds is a successful small business owner who wants to make a gift to UCLA. While he cares about helping the hospital, he is also concerned about the tax benefits that he can get by deducting the amount of his gift from his taxable income. His wife received successful cancer treatment at the hospital a few years ago which is why he’s chosen to donate to UCLA instead of another charity. High Level Goals: Specific Goals: • To make a donation to the UCLA health • To find specific information on the tax system benefits of making a donation to UCLA. • To get a tax deduction as a result of his • To figure out how what he needs to do in charitable donation order to make that donation and get the benefits •To actually make the donation 12
  • 14. Site Business Objectives Related User Goals Improve click-through rates in Find the information he’s looking the “Giving” funnel for on charitable giving Increase conversion rates of Verify that UCLA is a well people visiting the “Giving” respected institution worth section giving to Increase the average Make sure that his money is amount of money that each going to a cause he feels donor gives strongly about 14
  • 15. Initial Mockups (and basic user flows) 15
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