Survey of Finance Companies

Overview

Team:

  • Product owner
  • Project manager
  • 3 designers
  • 3 developers
  • Editor

The goal: help get the project’s delayed first phase back on track, then lead the design and development of the survey’s second phase.

I led the design and development teams behind a two-year long project for the Federal Reserve’s Board of Governors as they partnered with the Philadelphia Fed to successfully launch their quinquennial survey of non-bank financial companies.

Internal spread of the Survey of Financial Companies

Deliverables:

  • 1 screening survey, print and online
  • 1 set of reminder notifications
  • 1 detailed survey, print and online
  • 1 set of reminder notifications

Every five years the Board of Governors surveys non-bank finance companies to collect data on the landscape of the lending industry. Bank and department leadership brought my team onto the project to help get the first phase back on track. After a successful launch in October 2020, the Board invited my team back to lead the design and development of the second phase, which successfully launched in the summer of 2021.

The first phase consisted of a screening survey tasked with identifying the appropriate companies with whom the second phase would follow up in more depth. Recipients completed the screening survey either via a print or online form, for which LimeSurvey had been selected and partially developed by the previous team. COVID-19 delayed the launch of the survey to October 2020 and would prompt a special section of questions in the following phase.

For the second phase in 2021 I was brought in from the beginning. This lead time allowed me to bring aboard both a summer intern dedicated to the survey’s development and a third-party consultant. I again led the design and development, and first created a style guide visually linking the survey to the Board of Governor’s branding and the printed materials to the online survey. Additionally, we interviewed the data processing team to find areas where we could improve the survey’s data collection and then processing. I added a navigable table of contents and running spot-checker that validated the sums of the user’s inputs. Additional COVID-19 delays provided me time to test and refine the survey throughout its development before an ultimately successful launch in the summer.

The front and back cover of the print version of the Survey of Financial Companies
Interior spread of the print version of the Survey of Finance Companies
Interior spread of the Survey of Finance Companies
Internal spread of the Survey of Financial Companies