Interactive Blueprint — Product Review

Carol Wright Eli Wood Keith Pattison Adrian 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:

Participants (district leaders) — read the Blueprint, self-assess on each construct, review personal reports
Facilitators (NCEE staff & local facilitators) — manage cohorts, review submissions, access cohort-level reports
System Admins (R&E team) — manage collections, configure the platform, access cross-collection reporting

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.

Reports — three levels, five types New

Graphic View Domain progress heatmap — green (arrived), yellow (on the way), red (emerging)

Narrative Summary Text summary with rated construct count, strengths list, and growth areas

Scoring Insights Three columns grouping constructs by rating level — Arrived, On the Way, Emerging

Prioritization Matrix Rating crossed with interest level — helps facilitators focus coaching

Benchmarking Lab Executive Report Overall completion %, arrived/emerging counts, summary text for stakeholders

Cohort Report Select a cohort → see aggregated data across all members with member count

Collection Report Select a collection → aggregated data across all cohorts with cohort + member counts

“One of the questions that have been asking me is like how do we know based on what the facilitator is choosing is correct cuz 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.

Collections Tab 5 collections with construct counts and Active/Draft status

Collection Detail Edit form with construct picker for Future Ready Model

Cohort Management Simplified creation: name + description + collection dropdown

User Submissions Filter by cohort, view assessment detail, export participant data to PDF

Admin Sidebar Three tabs (Submissions, Cohorts, Collections) + Settings with Blueprint PDF config

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 — only Submissions + Cohorts tabs

Participant — only “My Report” level

Salesforce Integration & User Identity

Salesforce Type	Blueprint Role	Experience
Staff (flagged as NCEE employee)	Facilitator	All cohorts, all data, admin access, all report levels
National/Local Facilitator	Facilitator	Assigned cohorts + member data + cohort reports
Participant (PowerCustomerSuccess)	Participant	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

Fixed this sprint: Clerk-to-Salesforce identity linking is now automatic. Users are recognized and assigned the correct role on first sign-in — no manual provisioning needed.

What’s Next

Upcoming work

Salesforce SSO — OAuth login via Salesforce, deep links from OnwardLearn, “Return to OnwardLearn” button. In progress.
Learner Profile collection — Awaiting Carol’s construct list (expected by April 11). Fifth active collection.
Completion heat map — Visual indicator of which cohort members have completed assessments.
Public Access V1 — A distinct experience for users without a Salesforce account.

Discussion Items

Where we’d like input

Collection selector UX: Dropdown vs. segmented control for switching between collections?
Default for new cohorts: Must every cohort have a collection, or is “all 73 constructs” a valid default?
Report export: Reports are in-app only. Is PDF export needed for stakeholders outside the system?
Completion threshold: At what % of cohort completion should we flag a report as ready? Currently 80%.
Cross-platform alignment: How does the Blueprint’s reporting model connect to needs across other NCEE platforms?