Interactive Blueprint — Product Review

Platform overview + sprint update · SOW 1449, Service 2 · Apr 9, 2026

Carol Wright Eli Wood Keith Pattison Adrienne Dickinson

What Is the Interactive Blueprint?

The NCEE Interactive Blueprint is a web application that turns NCEE’s static Blueprint PDF into a structured, data-driven self-assessment platform. Districts and school systems evaluate where they stand across the Blueprint’s 73 constructs — organized into four domains — and track progress over time.

Three user types, three tailored experiences:

Platform architecture

Frontend

React + Vite + Tailwind CSS. Responsive across desktop, tablet, and mobile. PDF.js for in-app Blueprint reading with annotations.

Backend

Convex (real-time cloud database + serverless functions). No infrastructure to manage — scales automatically. All data syncs live.

Authentication

Clerk for identity. Salesforce integration maps users to roles automatically on sign-in. No manual provisioning.

Integrations

Salesforce (user identity + cohort assignment), Cloudflare R2 (static assets), OnwardLearn SSO (in progress).

Cross-platform note: Blueprint shares its authentication layer (Clerk + Salesforce) with the broader NCEE platform ecosystem. Users who exist in Salesforce are automatically recognized and assigned the correct role on first sign-in.

Platform Capabilities

Everything below is live on staging. Items marked New were built in this sprint.

“One of the questions that have been asking me is like how do we know based on what the facilitator is choosing is correct because we want to know what the themes are.” — Carol Wright, April 7 meeting

These automated reports surface themes directly from the data. No manual aggregation needed.


Collections & scoped experiences New

The Blueprint’s 73 constructs are organized into collections — named subsets representing different NCEE offerings. When a participant belongs to a cohort assigned to a collection, every page shows only those constructs. System admins manage collections through a dedicated admin tab.


Role-based access control

Every surface adapts to the user’s role. Admin tabs, report levels, and settings all gate access based on whether you’re a participant, facilitator, or system admin.

Facilitator admin view
Facilitator — only Submissions + Cohorts tabs
Participant reports view
Participant — only “My Report” level

Salesforce Integration & User Identity

Salesforce Type Blueprint Role Synced Records Experience
Staff (flagged as NCEE employee) Facilitator 62 All cohorts, all data, admin access, all report levels
National/Local Facilitator Facilitator 174 assignments Assigned cohorts + member data + cohort reports
Participant (PowerCustomerSuccess) Participant 21,482 Collection-scoped constructs, rubric, scorecard, personal reports
No Salesforce record Participant (public) Full unscoped blueprint, own data only
Platform Admin (manual) System Admin Everything + collection management + collection-level reports
Live Salesforce sync: These are real counts from your Salesforce instance, synced via the Blueprint’s Salesforce integration engine. 62 NCEE staff, 21,482 participant records, and 174 facilitator assignments are already mapped. Clerk-to-Salesforce identity linking is now automatic — users are recognized and assigned the correct role on first sign-in.

What’s Next


Discussion Items