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Manager, Experience Design · PATH

Preparing for a single calibration meant moving through 10 screens. I helped collapse the work into two connected screens with every input a leader needs.

RoleDesign Lead for team of 4
TimelineCapital One · Nov 2025 – Feb 2026
PlatformEnterprise web
Results
0 0screens collapsed into the My Team experience
0%efficiency increase for PLs
01 / The problem

10 screens to prepare for one conversation

Our design team ran a three-day, in-person discovery sprint with one goal: a high-fidelity prototype by day four. Two product partners kept the work anchored in real needs while another designer and I shaped the framework. I then led a team of four designers in translating that framework into an interactive prototype.

To build calibration materials, a people leader had to work across the whole system. A table-based “My Team” list was just the index: from it, they clicked into a feedback flow to review each associate's responses, looked through results on separate screens, then moved through a long profile-building flow to assemble the materials needed for one calibration conversation.

All told, 10 screens for a single conversation. Information was split across all of them, so leaders had to hold the synthesis in their heads: high cognitive load, endless clicking, and judgment formed from scattered context.

Diagram: collapsing the 10-screen calibration prep flow down to two connected screens
From 10 screens to 2: the calibration prep flow, before and after
The old table-based My Team: a row per associate, with feedback, results, and the calibration profile each behind a separate link
Before: the table-based 'My Team,' a row per person, every input behind its own link
Legacy calibration profile workflow, screen one
Before: calibration profile setup lived inside a long, step-by-step workflow.
Legacy calibration profile workflow, screen two
Before: leaders had to move through separate profile screens to assemble the full picture.
02 / The insight

Leaders assess people, not rows in a table

The sprint surfaced the core friction: the legacy design fundamentally clashed with the People Leader mental model. The old system relied on table-based navigation, but research showed that leaders don't evaluate a spreadsheet of people: they assess each associate holistically, one person at a time.

That reframed the whole problem. If the experience mirrored how leaders actually think, pulling self-evaluation, peer feedback, and their own perspective into one place per person, the workflow would feel intuitive, and calibration would get more objective as a result.

Aligning the experience with a leader's mental model of holistic assessment creates an intuitive workflow, and enables more objective calibration sessions.
Redesigned My Team view: a leader's direct reports as cards, each showing feedback received, approvals, results, and calibration profile status
The redesigned 'My Team' page: every stat a leader needs for calibration, in one place
03 / The solution

Two screens, everything side by side

Now, when a leader opens the My Team page, they see every stat they need for calibration at a glance. From there, a single associate view lets the leader review feedback, results, strengths, and calibration notes in one place instead of jumping between screens.

The biggest interaction decision was replacing the old step-by-step profile flow with a workspace: the evidence stayed visible on the left, while the calibration profile opened beside it on the right. It made the screen denser, but it solved the real problem: leaders needed to interpret performance data and write their point of view at the same time.

The 360 associate view: dynamic tabs for feedback, results, strengths, and the calibration profile, with a sliding drawer for the full profile
The 360 associate view: dynamic tabs and a sliding calibration drawer keep the leader in flow
04 / The UI deep dive

A one-screen workspace for evidence and judgment

We had to make a tradeoff: a 50/50 layout meant less room for each side, but it kept the leader in the evaluation context. The outer tabs kept results, competency feedback, insights, calibration profile, and performance review sticky as the page scrolled. Inside the profile, a second set of sticky tabs let leaders move through the sections they needed to complete without losing their place.

The drawer also carried state. A profile checklist showed where the leader was in the process of gathering and interpreting evidence, and the ready-for-calibration toggle stayed unavailable until the required inputs were complete. Once the profile was marked ready, the form locked; turning the toggle off unlocked it for edits.

People Leader Redesign: 50/50 workspace with performance evidence on the left and locked calibration profile drawer on the right
The shipped workspace: performance evidence stays visible while the calibration profile opens beside it. Sticky tabs keep both surfaces navigable during a dense review session.
People Leader Redesign: expanded calibration profile mode with profile status checklist and strengths and development sections
Expanded mode: when the profile needed more room, leaders could move from split-screen review into a full-screen drawer without changing the underlying task model.
05 / The information architecture

Tabs kept leaders in context; filters made messy feedback scannable

Earlier versions relied on hyperlinks, but every link pulled the leader out of the associate view. I helped move the core subsections into tabs so leaders could switch between results, feedback, insights, and profile-writing without losing the person they were evaluating.

Results were standardized into a consistent hierarchy: title, description, then impact. Feedback was organized by competency instead of splitting strengths from opportunities, because competency was the common ground across every feedback source. Within each competency, filters let leaders narrow by feedback type, relationship type, and provider, while expandable sections handled long comments and empty rows stayed visible as “No feedback available.”

People Leader Redesign: competency feedback tab with filters, expandable competency sections, feedback cards, counts, and empty rows
Competency feedback: filters let leaders narrow by feedback type, relationship, and provider, while expandable competency rows kept long feedback, summary counts, and empty states scannable.
06 / Outcome

From 10 screens to two

The redesign brought a leader's entire calibration prep onto a few connected screens, with the inputs for a fair assessment side by side instead of scattered. Delivered as a high-fidelity prototype in 72 hours (what typically takes weeks of fragmented virtual work), its impact carried well past the sprint:

Cross-functional alignment. The prototype immediately informed dependent features, including Self-Evaluations and Performance Reviews.
Process evolution. The HR team refined the “My Team” sprint methodology through subsequent sprints and retrospectives.
A reusable toolkit. Those learnings were codified into a finalized process other teams now run from.
The cross-functional team working together in a conference room during the in-person venture sprint, with a remote teammate on screen
Three days, in person: discovery → framework → high-fidelity prototype
07 / The reflection

Speed works when the problem is shared

The biggest learning was that speed did not come from skipping discovery; it came from compressing the distance between research, product decisions, and design execution. The redesign reduced prep from 10 screens to 2, created a 76% efficiency gain for people leaders, and became a reusable sprint model for related PATH workflows.

It also reinforced what makes redesign work stick: not just a cleaner interface, but a better mental model. Once we framed the experience around how leaders actually assess people, the path from ten screens to two became much easier to defend.