Meta: Privacy Certifications

Helping employees review the state of privacy at the company to meet regulatory obligations.

👩🏻‍💻Role

Lead product designer, developing experiences for designing, building, and collaborating with business partners.

👥Team

Program manager
Five engineers
Content designer
UX researcher

🗓️Timeline

8 months total
Pilot + 6 months
Launch 6 months later

📈Impact

Most Meta products to assess company-wide privacy compliance completed by 22k+ employees.

Business problem

To meet regulatory obligations, hundreds of employees need to review their product's privacy areas to help the CEO and CPO certify the company's state of privacy on a quarterly and annual basis.

People problem

For employees, this would be their first exposure to the privacy compliance process, so they'd need proper onboarding to confidently do their due diligence.

Challenges

Discovery: Defining the certification program we needed to run

I sat and discussed with the privacy program manager to determine the key areas needed for the certification process. From there, we defined the user journeys we would get involved in, and what work was needed from them to complete their job.

This work set the foundation of how a structure, an overflow, and timelines needed to meet our deadline.

Research: Understanding users, where they stand and what they need

I then worked with a UX researcher to perform intensive sessions with our persona types to understand their familiarity with the certification process and their day-to-day involvement with privacy policies.

This work helped us prioritize where enter, the more experienced, where to provide contextual help and how to structure onboarding experiences in-product.

Exploration: Running a design sprint to optimize user experience

I facilitated a design sprint with cross functional partners and designers to brainstorm different ways to frame success at every step of their certification journey.

After voting on the ideas we thought could transform use the most, we did a round of crazy eights which helped clarify how we could approach the solution.

Design: Utilizing agile to pivot quickly

While we solidified the business direction, I started generating prototypes without complete requirements in place.

Because of the aggressive schedule, this loose-spec approach allowed for quick pivots when requirements changed and gave tangible designs for more concrete feedback.

Anchoring: Refining the experience using four design principles

1. Don't overwhelm

It was important to utilize progressive disclosure, to show only what was necessary to decrease cognitive load.

It's been interesting to see that as the process matures, users are asking to see more details up front.

2. Keep it simple

Creating clear intuition i.e. to help people move from review to review and also pivotal to the product's success.

With continuous feedback, we're still improving even as mod deeds every quarter.

3. Be helpful

Considering that many users may not know much about the program and company's privacy practices up front, we included helpful signals throughout the experience.

4. Consider the program, not just the product

The deeper in the rabbit hole I went, the more I realized that we had to consider the entire experience of the program in addition to the product. This meant adding notification, checking in with training material and running service for users.

Success metrics

To understand sentiment, an in-product CSAT survey was displayed at the completion of a review. This data, along with user interviews, drove future roadmap enhancements.

Survey question Pilot favorability Launch favorability Score change
The training content I was given prepared me for sub-certification. 38% 58% +20
The sub-certification tool's capabilities met the requirements for completing my work. 48% 68% +20
The sub-certification tool was easy to use. 64% 83% +19
I had all of the information I needed to complete my work. 46% 65% +19
I received clear and timely notifications throughout the process. 66% 75% +9
I had time to complete my sub-certification work. 78% 75% -3