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A student-centered cafeteria experience

Reimagining the food system in a large district.

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To bring students healthy food at school, San Francisco Unified School District had already hired Revolution Foods, a caterer that serves some of the highest-nutrition meals in the nation. But when the lunch bell rang, 72 percent of those who could afford lunch weren’t showing up; students didn’t want to wait in the long lines or rush to finish, so they headed off-campus to eat.

Working alongside more than 1,300 students, parents, union leaders, nutrition staff, board commissioners, principals, teachers, and community groups, IDEO and SFUSD redesigned school lunch. Together, they developed recommendations for three age-appropriate dining experiences, from communal eating to student-designed spaces to new technology platforms, and worked to develop a robust business model.

In September 2013, the San Francisco Unified School Board expressed unanimous enthusiasm for IDEO’s work, clearing the path for this new vision of student-centered lunch to take root.

You can learn more about the cafeteria, and hear firsthand from the students, in this immersive, interactive story.

SFUSD, SEWF
SFUSD, SEWF
A student-centered cafeteria experience, school cafeteria, school food system, food systems, food system innovation, SFUSD, SEWF, public sector innovation, government services, civic innovation, education innovation, learning experience, future of work, systems thinking, systems design, service ecosystem, student experience, future of education, food experience, future of food, innovation strategy, business innovation, design innovation, how to innovate, understanding user needs, innovation, strategy, education, learning, government, how do we innovate

Redesigning where we work and learn

An evolving relationship between Steelcase and IDEO that positions the company as a leader in shaping our work environment.

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Steelcase and IDEO have been collaborating for more than 25 years. The relationship has influenced furniture design across a range of environments, from work spaces to hospitals to schools, and has resulted in numerous design awards for iconic pieces like the Node Chair for classrooms and the innovative modern office chair Leap WorkLounge.

At the heart of the relationship lie trust and a spirit of collaboration, said IDEO founder David Kelley, allowing the space for innovation. “It has to be the collaboration between our inherent innovation capabilities and their extraordinary internal knowledge about the market and what they do best,” Kelley said. The way IDEO began working with Steelcase decades ago has influenced the way they continue to work today, involved in all areas of the business, from design and engineering to strategy and marketing.

The first collaboration in 1989 was for a new Steelcase division called Details, and featured desktop products to go along with its already successful line of office furniture. From the beginning, IDEO founder David Kelley and a group of designers were involved in helping Steelcase with decision-making on every level of the new division, from product strategy to hiring and everything in between. The particular blend of strategy, design, and engineering used to help Details become successful actually became the prototype project for the future IDEO, and is the blueprint for how IDEO works today.

What followed were a series of projects in which Steelcase and IDEO explored moving away from the traditional office cubicle toward furniture that was more architectural and open. More than 10 years ago, Steelcase noticed that the way people worked was changing from static work in offices to more fluid environments that were technology-enabled with laptops and mobile phones. This insight led to two collaborations, Room Wizard and media:scape, design efforts that captured this changing landscape by extending intelligent work to be supported by digital products, not just physical ones.

Jim Hackett, former CEO of Steelcase, said that an early brainstorming exercise in IDEO’s Palo Alto studio made him realize the power of a human-centered design approach. “They asked me to come to Palo Alto for a brainstorming exercise, so I went through the literal exercise that IDEO was having clients do at the time,” Hackett said. “As I was cutting foam core on the floor of one of the studios, I was thinking: I would never work the same way again after doing this. Not just designers should work like this, but anybody who is a knowledge worker should work like this.”

The collaboration’s many successes had a profound impact on Steelcase, and on Hackett personally: “I’m so humbled, I can’t even express it. I can’t tell you how many waves of joy come over me when I’m at IDEO. It’s just an extraordinary part of my life.”

Over the years, the two companies have been in nearly daily communication, a practice that has informed the work of both. While Hackett brought Steelcase’s perspective of corporate boardrooms and running a global company, Kelley and IDEO were working in the most innovative place in the world, saturated in design. Both companies agree that neither would be the same today without the experience gleaned from the other.

The RoomWizard tracks and displays meeting room availability for a more streamlined booking process.

Some of the projects include:

RoomWizard
Aiming to connect the convenience of digital technology to physical spaces, the teams designed RoomWizard, a web-accessible touch-screen display that provides the real-time status of shared meeting rooms, simplifying the process of reserving and managing those spaces.

Leap WorkLounge and Ottoman
Building on their earlier work on the Leap Chair, the teams created a work chair with the comfort and style of a classic club chair, a luxury Leap Chair that takes work away from the desk.

i2i Chair
In researching the needs of a growing number of collaborative settings, Steelcase identified an opportunity to combine task and lounge seating. Named for the collaboration it enables, the i2i chair supports a variety of postures, including sideways, reclining, perching, and leaning. Winner of the Spark Gold Award, 2010, and the IDEA Silver Award, 2009.

The i2i Chair's ergonomic design benefits a variety of postures and work styles.

Amia Chair
Steelcase and IDEO designed a task chair with modern ergonomic capabilities that accommodated a wide range of body types at a lower price point. Winner of the IDEA Bronze Award from IDSA and BusinessWeek, 2009.

media:scape
Steelcase asked IDEO to help evaluate and design a “walk up and connect” experience that merged furniture and technology to help teams access and share information. Designed to look light, open, and inviting, media:scape used a pedestal table with cleverly embedded hardware and interactive technology to foster group work. Winner of the IDEA Bronze award for Office & Productivity, 2011.

Node Chair
IDEO collaborated with Steelcase to design a platform for improving the classroom experience. The final product, dubbed the Node chair, has received praise for promoting student collaboration, allowing educators to reconfigure classrooms to fit different teaching styles, and enabling institutions to save money by making spaces more flexible and accommodating for varied uses. Winner of five design awards.

Watch: A love letter to Node.

Steelcase
Steelcase
Redesigning where we work and learn, Steelcase, consumer products, retail, consumer experience, retail innovation, education innovation, learning experience, future of work, creative leadership, leadership development, climate strategy, sustainable design, circular economy, employee experience, workplace design, team collaboration, innovation, strategy, product strategy, human centered design, prototyping, leadership, creativity, decision making

Planned Parenthood's new way forward

Designing innovative, patient-centered experiences for a healthcare pioneer.

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A great healthcare experience shouldn’t be a luxury. It should be available to everyone, regardless of who they are, where they live, or what they need.

Planned Parenthood health centers have opened their doors to every woman and man for 100 years with this core conviction, offering services ranging from pap tests, cancer screenings, and breast exams to contraception, treatment for sexually transmitted infections, counseling, and education.

As the healthcare landscape continues to shift, Planned Parenthood is evolving to lead the progress. For the past year, the organization worked side by side with IDEO to rethink and prototype a patient and employee experience that elevates individuals and their health and well-being.

Together, the teams designed a number of patient and employee interactions and corresponding prototypes that address different patient needs: education, personalization, connection, and support for any decision.

Concepts in Development

These concepts are being rolled out across health centers around the country:

Welcoming Waiting Areas
To help set the right tone for patients from the time they enter the door, the teams designed waiting rooms that offer different types of environments for different needs. The Hub is an area that transforms the passive waiting room experience to a greeting area that’s staffed by knowledgeable guides who help orient patients, and quiet nesting spaces for reflection and privacy. Patients can spend time with friends and family in a social, kid-friendly common area, and those who want to get involved to support Planned Parenthood’s mission can learn about health and advocacy information. This modular design toolkit can adapt to the individual buildings, budgets, and community needs of any existing Planned Parenthood health center.

The Hub is a new waiting room experience that offers quiet nesting spaces for patient privacy.

Restorative Recovery Rooms
For women who are recovering from surgical procedures, small thoughtful details have a magnified positive impact. Redesigned recovery rooms have been separated into semi-private spaces, accommodating loved ones who want to join patients after a procedure. Soothing colors and soft, warm fabrics create a comforting environment, and service gestures including cards with words of support and encouragement from staff reinforce Planned Parenthood’s promise. A take-home kit provides clear information about what to expect during recovery and recommendations for follow-up care.

Unifying Employees
Because the heart of Planned Parenthood is its dedicated employees, we developed and launched an engagement and training program that provides staff with the tools and support they need to do their best work. In This Together, an employee engagement training, prepares staff to work with a vastly diverse community, reduce stigma around health choices, and empower patients to take control of their care. It’s based on a clearly defined set of workplace values and service standards, common goals that help employees across the global organization work together to provide top-notch experiences at every location.

Vision for the Future

These concepts are in varying stages of development, with plans to launch coming soon.

Patient-Physician Tool and Educational App
Visit Companion is a prototype for a suite of digital tools that help patients learn about their reproductive health choices and create personalized plans with their clinicians. While they wait, or anytime before a visit, patients can learn the answers to common questions related to their appointment and see side-by-side comparisons of their care options. The app uses familiar language and symbols to describe symptoms and side effects, and it provides a record of what was discussed during the visit as well as reminders for follow-up appointments.

The Visit Companion app helps patients understand their options, and allows for easy dialogue with care providers.

Simplified Medical Forms
For the 2 million-plus patients who visit Planned Parenthood health centers, there’s an opportunity to make appointments more convenient and straightforward. Currently in prototyping stages, Friendly Forms is an easy-to-understand, interactive digital questionnaire written in simple, conversational language that was designed by replicating how Planned Parenthood clinicians speak to their patients. The forms adapt as patients answer questions, giving only the prompts that are relevant. Patients will be able to complete Friendly Forms any time before their appointment, so it’s easier to complete the forms accurately.


Holistic Women’s Health Care
Women who rely on Planned Parenthood for their sexual and reproductive healthcare can benefit from having trusted clinicians guide their care throughout their lifetime. Through the Well Woman Plus program, Planned Parenthood will connect women to trusted providers for care beyond physical exams and birth control consultation. Clinicians will use interactive digital and physical tools to map out lifelong health care milestones and help patients think proactively about their future, from family planning to preventive screenings.

To learn more, go to PlannedParenthoodExperience.org.

Find out more about Planned Parenthood's approach to creativity in this Q&A with executive vice president and chief brand officer Dawn Laguens.

Planned Parenthood
Planned Parenthood
Planned Parenthood's new way forward, birth control, reproductive health, Planned Parenthood, healthcare, health innovation, patient experience, education innovation, learning experience, future of work, healthcare design, digital health, patient-centered care, understanding user needs, innovation, employee experience, prototyping, creativity, education, learning

Launching an innovation lab to benefit Peruvians

Catalyzing rapid growth and transformation within a broad portfolio of businesses, including retail ventures, healthcare services, insurance, and banking.

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La Victoria Lab (LVL) is a group of designers, anthropologists, architects, and entrepreneurs working on improving the lives of the Peruvian middle class. Founded in 2014, LVL is the Innovation Lab of Intercorp, an economic group of 35 companies spanning banks, malls, cinemas, schools, health care clinics, and more. Intercorp was founded by Carlos Rodríguez-Pastor, one of Peru’s most successful entrepreneurs, employs more than 90,000 people, and accounts for almost 4 percent of the country’s gross domestic product.

Peru is one of South America’s fastest growing economies, with a healthy 6 percent year-on-year growth from 2007 to 2017, on average. That rising economic tide, along with government policy, has created extraordinary social mobility: Between 2005 and 2017, the share of poverty fell from 55% to 22%, of a population of 32 million.

Julisa and Jairo Pineda, a young entrepreneur couple, helped researchers understand Peruvian needs. Jairo has a full-time job during the day and at night he and Julisa sell clothes they bring from China online.

Know The Customer

As Peruvians’ lives have improved, the new middle class's needs and aspirations have changed: They’re entrepreneurial, expect great services, and want the best for their children. That challenge and opportunity led Rodríguez-Pastor to enlist IDEO to bring our empathic approach to the construction of Innova Schools, a new school system, and to redesign Interbank's customer experience"

Success in these two projects bred ambition. Intercorp, Rodríguez-Pastor realized, needed to build two capabilities: a deep, bedrock understanding of the new middle class, and an innovation capability with which his companies could create new products, services, and experiences. “I want a little IDEO,” Rodriguez-Pastor said, and the germ of LVL took root.

A Lab Takes Shape

In early 2014, as contractors broke ground on the Lab, its founders set about hiring an eclectic team from across the globe and undertook their first project: to deeply understand the needs, desires, hopes, and dreams of the emerging middle class.

Three months of ethnographic research was followed by three months of bringing their insights to life. LVL’s team surrounded themselves with mementos of people’s lives: toys, products, ads, as well as video interviews with families, to help Intercorp’s executives literally step into the lives of their prospective customers.

In doing research to understand emerging Peruvian families, we interviewed Bertha Cassinelli, who goes to the market every day to buy the ingredients for that day's meals with the money her husband, Luis, gives her each day from his earnings as a taxi driver.

Solutions and Skills

Powered by those insights, La Victoria Lab has brought human-centered problem-solving to a variety of Intercorp’s companies, including new retail ventures, and improving the cinema-going and banking experience.

In 2015, the Lab began scaling its efforts to build innovation capabilities across all of the portfolio companies by using IDEO’s innovation readiness assessment, Creative Difference. Each company received a report of their strengths and improvement areas, and as a result, LVL facilitated workshops and community groups focused on building essential capabilities.

"Creative Difference is the first tool that has allowed my team and the organization to have a precise picture of where we are in the spectrum of doing truly innovative work. Now, we can identify our strengths and areas of improvement, we can develop work plans and actions based on data, and can start to really dig deep into innovation,” says Aurelia Alvarado, Director of Innovation, Innova Schools.

La Victoria Lab’s experiments are catalyzed by Intercorp’s scale, reach, and national ambition. Innova Schools, for example, is now Peru’s biggest private school network (read more about Innova here). And Interbank’s new retail experience rolled out to more than 180 branches nationally.

As LVL matures, its focus is changing, says Hernan Carranza, Chief Innovation Officer, Intercorp. “There's a transition taking place at La Victoria Lab, from a studio undertaking typical design projects, to a platform for impact-led journeys that start at pipeline discovery, defining key performance indicators, all the way to implementation and stewardship."

An Intercorp team celebrates their awards for two of the six essential creative qualities that are measured and tracked in Creative Difference, customer-centricity and employee empowerment, during Intercorp’s annual innovation festival.

Just as important as the projects it delivers is the wider intent of LVL. The aim is for IDEO’s role within La Victoria Lab to wane, as Intercorp’s waxes, and the company’s internal Innovation capability and culture strengthen. LVL’s ventures range from mindset-changing initiatives, such as curating Peru's largest innovation festival, to deeply transformative endeavors targeted at reinventing the core value propositions of Intercorp's insurance, drugstores, and medical services. It envisions massive cross-organizational transformation.

“Innovation,” said Rodríguez-Pastor, “is too important to be outsourced.”

Keep up to date with the latest projects from La Victoria Lab: lavictoria.pe

"For the latest developments on our work with Intercorp, head to "The Possibilities Business: An Oral History of Organization Transformation"

Intercorp
Intercorp
Launching an innovation lab to benefit Peruvians, Intercorp, technology innovation, digital products, education innovation, learning experience, future of work, venture design, new business creation, business model innovation, growth strategy, business growth, scaling innovation, business transformation, organizational transformation, culture change, retail experience, store of the future, consumer experience, financial services innovation, banking experience, financial inclusion, innovation strategy, business innovation, design innovation, how to innovate, innovation, strategy, customer experience, research, ethnographic research, entrepreneurship, transformation, healthcare

4 Ways to Work Together When We Can’t Be Together

How we’re adapting for an age where digital collaboration is the norm

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Like most organizations, we’re reckoning with how COVID-19 will change how we do business. And as we do, we’re learning a lot from our community—our colleagues living and working under complex, difficult circumstances; our clients whose businesses depend on global transportation; and the people we design for and with on a daily basis.

"Constraints can breed a lot of innovation,” says Charles Hayes, a managing director of IDEO’s studios in Asia. “As designers, how do we design our way through this?"

Here are a few tips based on what we’re learning:

1. Create a virtual meeting survival kit

How many tabs do you have open right now? We equate multiple screens with fractured attention. But just because a meeting is being conducted virtually doesn’t mean it can’t be designed for presence. An IDEO team recently had to find an alternative way to run a 20-person workshop for a foundation in Seattle. They asked themselves: How might we still approximate the level of engagement of an in-person meeting? Better still: how might we make sure this virtual workshop delivers on our client’s needs—focus, alignment, and a set of actionable next steps—while keeping things interesting?

Before the meeting, the team mailed a virtual workshop survival kit, complete with “sleeping bags” for cell phones, mini-whiteboards for people to prototype ideas, and physical takeaways to help the presentation resonate off-screen.

A virtual workshop survival kit helped ground a 20-person remote workshop.

Over the course of the meeting, participants excitedly unwrapped items one by one. It was a way for the IDEO team to show up in the room when they couldn’t actually show up in the room.

2. Design rituals around tools

There are thousands of tools to facilitate remote collaboration—video conferencing! brainstorming tools! task-management software!—but perhaps more important than the specific tool are the processes teams put in place around them. After all, a tool is only as good as its ability to deliver on what the team needs.

Take video conferencing, for example. A reliable video chat box can be a Swiss Army knife to combat the woes of remote collaboration. But spending an entire day jumping from one serious video chat to another is a recipe for bleary eyes. IDEO teams around the world have been running experiments in how video conferencing can be a tool to build culture and connectedness in addition to getting work done.

For one, teams have been continuously changing their virtual video backgrounds—everything from a football game to a family vacation photo—to spark discussion and keep meetings fresh. Regular rituals like daily meditation or morning coffee chats have been ported over to video. And teams are using creative warmups—like a 10-second dance break or a quick show-and-tell of an artifact from the home office—to kick-off meetings.

3. Empower local communities

When travel is off the table, IDEOers have had to find alternative ways to learn from the communities for whom they’re designing. One approach that has become particularly relevant in the wake of COVID-19 is Equity Centered Community Design (ECCD). ECCD is a process of designing with—as opposed to designing for—a community.

For example, IDEO recently worked on a project to design a new lifelong learning program for the city of South Bend, Indiana. Rather than rely on traveling to South Bend to conduct research, the IDEO team hired local “community connectors” and a researcher in South Bend to conduct interviews, share prototypes, and co-design with the IDEO team remotely. Now that many cities are sheltering in place, even local communities will have to work remotely. That makes it all the more important to enlist those with hyperlocal context and lines of sight, ensuring there is sensitivity and flexibility around immediate needs. By designing themselves out of the room, the IDEO team received a level of honest feedback they may not have been privy to if they’d been physically present. This method isn’t new, but as movement becomes constrained, it’s even more important to engage local networks to be the eyes and ears on the ground.

4. When you can't do, learn

How long have you been putting off learning that skill? Cleaning up that code base? Building that website? When one door closes, listen for the creak of another opening. Travel constraints can be an opportunity to take a deep breath, hunker down, and try something new. Across IDEO, designers have been using these extenuating circumstances as an opportunity to gather digitally and learn. “We have experimented with a number of things,” says Brian Chien, a director in our Shanghai studio. “Some worked well, and some definitely didn’t.”

Whether it’s prototyping a remote brainstorm, trying out a new tool, or building something by hand, the disruption of your normal routine can be an opportunity to learn something. And if you already have the skills, teach! Designers in our Tokyo office are webcasting tutorials for young design students, sharing skills with those who aren’t able to attend an in-person workshop. What if, when it’s inadvisable to move from place to place, organizations took what they’re saving in travel expenses and invested it into L&D?

At IDEO, we will always believe in the alchemy of creative minds bouncing off one another in a shared space. But COVID-19 has pushed us to get even more comfortable with digital. And while we know necessity is the mother of invention, we still have much to learn—especially from other companies who have been at the forefront of remote collaboration for years.

Of this we’re certain, says Arlin Tao, a senior director in our Shanghai studio: virus aside, remote collaboration is the way of the future. “I think the only thing that most people agree on is when things go back to normal, it's not going to be the normal that we were used to before.”

It's not uncommon for IDEOers to make house calls. Friendly, in-person conversations are one of our most cherished tools—that kind of design research helps us learn what people collect and eat and carry in their backpacks. Social interactions fuel the insights we use to do our design work. What happens, then, when social interaction is not good for us?

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4 ways to work together when we can't be together, user research, research, team collaboration

Why One Artist Challenged Herself to Learn 366 Different Knots

Windy Chien spent a year learning how to turn rope into art

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While we tied, she shared the story of leaving her corporate career in design to pursue a year diving deep into the world of knots, teaching herself a new knot every single day. With explorations traversing the historical and functional—from gathering inspiration from sailor’s knots to the future-forward and abstract—her knots have become massive installations, offering an alternative translation for structures like the circuit board and New York City subway system. I left her session deeply inspired by the simple power of dedicating ourselves to daily acts of making and craft—let’s all try it.

In one sentence, who are you?

I make sculpture and installations that elevate the vernacular and inspire awe and understanding; in the context of knots, I work at the intersection of function, design, history, and aesthetics to illuminate what’s most fascinating about knots: the journey of the line.

What do you do? How did you learn it?

I developed fluency in the language of knots—and found my artist voice in the process—by learning one new knot every day of the calendar year in 2016 (which was 366 total knots because of the leap year).

How do you get over creative block?

You know, I never have creative block. I have a list as long as my arm of investigations I’m dying to explore and large installation concepts that are awaiting a home.

What was the last item on your to-do list?

I’m currently hiring, so today I'm posting a listing for a studio manager position, ordering custom-made cordage for a hotel project in the Maldives, and later on, I'm heading to Gensler San Francisco for the opening reception for a show I’m having there.

What’s your dream installation site?

An airport. I’m obsessed with the notion of the journey of the line, which is evident in my work. The rich metaphors that arise from journeying and traveling are particularly well suited to airports.

What’s your number one bucket list item?

I really want to see my work in an airport... and then a TED Talk.

What’s the weirdest or coolest knot you’ve learned? Why?

The five-strand star knot. During my Year of Knots, I tried for over an hour to learn it, only to end up frustrated and in tears. It's complex and the old-timely sailors knotting books were cryptic. But then I mastered it, and now it is my favorite knot to make.

What are you most curious about right now?

People often call me a "fiber artist," but I don’t restrict myself in that way. I’m interested in the journey of the line. So while it’s wonderful to render a line in rope, because rope allows for creating shapes in space without weight, almost anything can be a line. I’m curious about exploring other materials—glass, tubing, metal, and more. I’m still looking for the project that will want me to tie knots out of ethernet cable.

Who are you creative crushin’ on lately?

Always and forever: artist Janet Echelman, who makes sculpture on the scale of city blocks that respond to wind, weather, and light. I met and befriended her last year and we spent a day in Paris looking at art. Janet is lovely and her art absolutely takes my breath away. She has a permanent installation in Terminal 2 at the San Francisco Airport that is so beautiful, when I have a flight to catch, I will go to the airport early just to gaze at it. Endless respect to Janet Echelman.

Learn more about Windy's craft in her book, The Year of Knots.

I was feeling a bit sleepy at a design conference this past spring when, upon entering the auditorium for the next talk, I was handed a simple length of rope. My ears perked up with anticipation and curiosity. Enter Windy Chien: ingenious fiber artist who would coach the entire room of conference-goers in learning how to tie a donut knot (it’s adorable and makes for an amazing necklace).

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why one artist challenged herself to learn 366 different knots, learning

Your Competitors Aren’t Who You Think They Are

With tech firms getting into the financial services game, banks need to start thinking differently

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By looking to the neighborhood pub down the block, it was easy to see that if they wanted to keep customers around longer, they needed to have a similarly linger-worthy offering. It seemed to be working.

In an age when boundaries between sectors are blurring, traditional businesses need fresh approaches that keep them relevant, even as the tech titans add capabilities that could eclipse the old guard. When leaders are willing to look beyond their own industry for inspiration and ideas, they often gain a competitive advantage.

The financial services industry is a perfect candidate for this kind of approach. Money is changing in radical ways, and along with shifting regulatory environments at home and abroad, we increasingly find new players entering the financial space. It often seems like the future of financial services is being designed outside the domain of the industry giants, which begs the question: Are traditional financial firms equipped, at present, to satisfy customer needs? People want convenience and access, security, privacy, social features, comfort, experiences, and a range of incentives—many of which are more readily supplied by a digital platform than a stately bank. But some traditional players are taking a new tack.

When the first Capital One Café opened in late 2015, the bank was attempting to address these very concerns. Millennials, having come of age around the 2008 financial crisis, harbored a well-documented distrust of traditional banking and felt turned off by the branch experience, so Capital One attempted to reinvent the bank branch in the image of a coffee shop and coworking space—again, looking outside their industry for inspiration. “Customers are over the corporate thing,” a bank representative said. It’s hard to imagine someone would choose to enjoy their coffee inside a bank if other café options are available, yet by most measures Capital One’s experiment has been a success, offering a more welcoming and attractive experience than speaking to a teller through bulletproof glass. By innovating on the experience, Capital One has entered retail banking in a novel way.

The late Harvard academic Clayton Christensen developed the concept of “jobs to be done,” arguing that customers have a need to get a job done, rather than a need to acquire a specific product or service. It’s a slight but important turn of the dial from the traditional way of thinking. Here’s how legendary economist Theodore Levitt described the idea back in 1969: “Last year 1 million quarter-inch drills were sold, not because people wanted quarter-inch drills but because they wanted quarter-inch holes. People don’t buy products; they buy the expectation of benefits.” To advance the argument a step, perhaps what the customer needs isn’t a one-inch hole but the ability to hang a picture. Maybe an adhesive hook would do the job better than a drill.

Innovation is often driven by the urgent need to solve a problem. In 1922, a group of army officers observed that returning soldiers, who hadn’t driven cars while on active duty, had a hard time getting auto insurance. The officers formed the United Services Automobile Association to provide insurance to military members and their close family. Later USAA expanded to offer a wider range of services including banking, investment, and other types of insurance. Since their members were often scattered geographically—sometimes on the other side of the globe—USAA pioneered mobile banking, initially by phone and mail and later online. Even today, with almost 13 million members, USAA has only one full-service bank branch, located in San Antonio.

This company, which was founded to offer auto insurance to service members, is now regarded as a shining example in the banking world of loyalty and customer satisfaction. Several of my clients who work at major retail banks have admitted to me in private that they still do their personal banking at USAA because they so admire the firm’s customer service. From that original need in 1922, USAA created a new service model that has lasted nearly a century.

Many of today’s most inspiring models for innovation are scattered globally. The European Union’s Open Banking efforts have created fertile conditions for EU mobile-first banks such as N26, Starling Bank, and Monzo. These firms score off the charts in customer satisfaction rankings, above even USAA’s benchmark. In the EU, mobile-first banks have grown through a mix of purpose and convenience, the human-centered design of their interactions and offers, and a supportive regulatory environment.

Alipay in China—which has a staggering 900 million users—is a smartphone wallet app that has revolutionized mobile payments, including the development of “Smile and Pay,” facial recognition technology that allows consumers to pay for goods without even carrying their mobile device. Alibaba has aggressive plans for global expansion of Alipay, all but guaranteeing that domestic US firms will come into direct competition with the Chinese juggernaut.

In many African countries, citizens have so little faith in their nations’ financial stability and fiat currency that a new kind of money has emerged: prepaid mobile phone minutes. People pay for a broad range of goods and services—from procuring groceries to settling their electric bills—by transferring mobile phone minutes. Kenya’s most ubiquitous service, with more than 30 million users, is m-pesa, launched by the country’s top mobile phone companies, Vodafone and Safaricom. Who would have thought that mobile phone companies would emerge as the central disruptors in Africa’s financial services sector, disintermediating the banks?

The financial world has been slower to innovate than, say, the technology world, for a few key reasons. First, financial firms haven’t been forced to innovate at the same pace; second, regulation has disincentivized competition; third, most radical thinkers are no longer drawn to the financial services, as the center of action has moved to Silicon Valley.

Millennials comprise the largest population in our workforce, and three-quarters of them say they’d prefer a financial offering from a large technology company over one from a traditional financial services firm. And the tech world is responding. The Apple Card recently launched in an effort to redesign the credit card and disrupt the status quo. PayPal and Venmo, beyond their use as payment services, essentially function as savings accounts for many customers who store money in the app. And millennials aren’t the only focus of this evolution: A handful of new firms, such as EverSafe, have introduced new products that help the elderly population manage their bills and protect against financial exploitation.

Money is always changing—the way it moves, the shape of it, and how we store it. Financial services firms need not only to keep pace, they need to be leaders of innovation. New solutions could come from unexpected places, so it’s critical to take a global perspective, benchmark beyond industry peers, and consider the experience of the people providing and receiving services. Building the next 100-year financial services firm will depend on doing all of these.

Illustration by Emil Wikström

The bike shop in my neighborhood recently started serving beer. They keep a keg on ice in the back room, and customers can sip pints as they browse the bicycles, gear, and hardware. I was curious what was behind the move, so I asked the owners. They told me they’d been trying to figure out how to get customers to spend more time in the store, and hopefully to make a purchase, so they decided to take a page from another industry’s book.

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IDEO Designers Share the Best Creative Advice They've Ever Received

Getting advice can be tough, but it can also be transformative

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We asked IDEOers across a diverse range of locations, teams, and roles—even ones that aren’t typically thought of as creative—to share the best creative advice they’ve ever received and how it’s impacted their work. We hope you find their responses as inspiring as we do.

Trust your unique perspective

Coming to IDEO as someone who wasn't from a "creative" background (large emphasis on the quotes there), I had a ton of concern about how I would show up on teams with people who were so fluent in the things that seemed to be what IDEO was "really about"—the creative stuff.

Early in my time here, I was on a walk with another organizational designer, mid-existential crisis when she said to me, "Your job is to be thinking about what no one else in the room is thinking about." She helped me see that I didn't have to immediately have every answer or every iota of expertise; I just needed to be using my lens on the world to make our collective design richer.

IDEO touts its cross-functional team structure, and I am a true believer in that element of our work. Unlocking my creative process has been so much about believing in the value of what I bring to the table and understanding its unique contribution to what we are all building together.

– Natalie Osterweil, Senior Organizational Designer, Cambridge

Schedule time for creativity

Martin Bone (an IDEO design director circa 2008) once told me about how he organized his schedule to carve out large blocks of time for doing deep design work of his own. Each week, he would make a long calendar appointment (often an entire day) to be his design time, and would decline any meetings or calls during it. This allowed him to get to a deeper level of work that only a non-distracted state could achieve.

Paul Graham calls this contrast in methods of working maker's schedule vs. manager's schedule. He points out that even a short meeting scheduled in the middle of the day is enough to disrupt or demotivate deep craft or thinking work. In order to maintain my own personal craft alongside other work responsibilities, I've found it effective to put similar calendar blocks on my calendar and to completely disconnect from email, phone, and Slack during these times. This focus also takes discipline beyond a calendar event, but with practice, it can really lead to better work and growth as a craft-oriented designer, even as management responsibilities increase.

– Gian Pangaro, Creative Director, IDEO CoLab, Cambridge

Disconnect from your ego

I’m an executor. I like to get shit done and make an impact. That’s how I think many of my friends, family, and colleagues would categorize me—and I agree! When I came into IDEO, creativity wasn’t a value of mine, nor did I see myself as a creative person. When it came to brainstorming ideas, to me it was all about having the best idea, and having the best idea meant it was feasible, viable, and could have an impact right away.

I learned quickly I was wrong. Virginia Martinez, our Talent Director in San Francisco, helped me when I was having a hard time engaging with IDEO’s brainstorming process. Instead of trying to show my competency through my ideas, she told me, "To get to great ideas, you need to have lots of ideas as a group. And the best idea is not always the most realistic or easy to implement. The fun and crazy ideas can be just as good to drive teams to think more creatively."

Something so simple never occurred to me! I realized that I was attaching my ego to my ideas, that my ideas and my input reflected my competency—but no one else was looking at it with that lens. I realized the diversity of ideas that led to so many possibilities was creativity—something I never saw as an important part of our Learning and Development work, which I'm focused on. That also helped me feel more excited and comfortable in brainstorms because I was walking in with an open mind rather than ready to prove my point.

It has changed my approach to the work, my approach to how I design programs, and my approach to collaboration.

– Jen Casimiro, Talent Lead, San Francisco

Stop and smell the roses

My mom has always told me to take the time to smell the roses. It wasn't until a few years ago that I realized how lucky I was to have a parent who taught me at a young age that it wasn't always about getting to the end of the race first. Enjoying the journey was just as important.

"Smelling the roses" has taught me to pause and take in my surroundings, being inspired by the seemingly mundane artifacts that I might otherwise have missed—curiously shaped gum stuck on the sidewalk, fine wood grain patterns in furniture, and the intriguing strangers I pass on the street. Each elicits ideas for new stories, inventions, or adventures. If I ever feel stuck or need inspiration, I know I just have to pause and take a look around me.

Michelle Lee, Play Lab Portfolio Director, Palo Alto

Make your work visual

The best creative advice I ever received came from Mike Stringer at the beginning of my first project at IDEO. This was when IDEO's data science discipline was still young; I was navigating the challenge of working with designers of other disciplines.

Mike came to my project space and told me to "put stuff on boards and share." While this might be something natural for any other designer, some data scientists are very attached to their laptop, scripts, and simulations. In more traditional data science positions, I normally wouldn’t put data science on boards (the most I shared in my previous job was a decision tree on a whiteboard).

Mike suggested I make my work visible to the rest of the team to make data science more transparent, spark curiosity in my team, and start new conversations. I created a variety of hand-sketched data visuals and made them a prominent part of the project space to serve as a catalyst for brainstorming and discussion. Sharing my sketches with a variety of designers from a broad spectrum of disciplines (interaction, research, software, business, and more) made my work more transparent and helped establish a common language, allowing data science to grow organically within the team. I now make that approach part of my work style, and I share it with other data scientists whenever I see the opportunity.

– Fra Valsecchi, Data Science Design Lead, Chicago

Pull a card

I regularly seek advice from Brian Eno and Peter Schmidt's Oblique Strategies card deck. They compiled it in the early 1970's to help overcome creative block in the studio. When you feel stuck, you draw a card and do whatever it says. For example, "Ask people to work against their better judgment," or "Look closely at the most embarrassing details and amplify them," or "What would your closest friend do?" Often the advice is a bit unclear, but the vagueness prompts new ideas.

– Michael Hendrix, Global Director of Design, Cambridge

Embrace the Sharknado

A bad movie is better than an unfinished movie. As a filmmaker, there's this temptation to keep working on something or tweak it infinitely. However, there's a power in seeing something fully through, and then starting something else new that you can build and learn from. Also, it's so rare that your finished product is truly "bad." What would that even look like? Worst case scenario, you miss your mark but you learn something. Best case scenario, Sharknado.

– Sephora Woldu, Senior Leadership Coordinator, San Francisco

Accept your failures and iterate, iterate, iterate

The best creative advice I ever received was a good walloping. I was 28 and had landed an assignment from Alex Heard at the New York Times Magazine, an editor known for his unsparing red pen. I was to write a short piece about an alternative film festival. I interviewed the founders, thought up a clever lead, and submitted a draft. This is good, I thought. Funny.

The next day, Alex called and read the article back to me, word for word. "Are you kidding me?" he said. He was indignant. It was like I'd made him drink toilet water. When the call was over, I cursed myself and cried. I’d failed, and he’d dropped a grenade in my lap so I’d suffer no illusions that my work needed anything less than a good and brutal pulverizing. I called an editor friend, enlisting him to give me honest feedback. Then I sat down and rewrote the piece 103 times. When I finally ginned up the courage to send it in again, Alex called me immediately. "You did it,” he said. ”I'm proud of you. I’ll run it this Sunday."

Find someone who’ll give it to you straight, then iterate, iterate, iterate. Keep at it until your hand falls off. That's how I learned to write.

Shoshana Berger, Senior Editorial Director, San Francisco

Remember ideas aren’t worth a single penny

"Ideas aren't worth a single penny." These are the words of wisdom that a colleague at my previous job gave me a couple of years back. He was the type of creative director that I only expected to find in fiction: almost always late to work, usually hungover, wore a Dumbledore style beard, and always ready to mutter out the most unexpected and astonishing ideas. When brainstorming, he would always kick-start the session with the most hilarious, intoxicating fantasy concept. He was known in the industry as the ultimate idea man.

That was why his advice struck me as a surprise. He told me that he would willingly give away any of his ideas for free, because that’s not what we’re being paid for as professionals—it’s the execution of the idea.

I look back to this whenever I find myself too attached to an idea, or when the team is stuck in a rabbit hole of conceptual debates, picking ideas apart one by one. Anyone can come up with the same idea sooner or later; our job is to not just come up with the idea, but to bring it to life, and that is what we should be proud of. That is where true impact lies.

– Daisuke “Dice” Yukita, Senior Interaction Designer, Tokyo

Focus on the story

The advice that still rings true to me today and on the path to become a designer is never lose focus of the story you want to tell. Every single experience, physical thing, or digital product you create is based on a sequence of decisions you make during the design process. It’s essential that every decision has a purpose—that’s how you get the most potential out of your design. A memorable, human story is the groundwork to purposeful design.

– Susanne Duswald, Industrial Designer, Munich

Invite others to the party

Several years ago, I ran into film director Frances Ford Coppola. Because we were both speakers at the same event, I managed to spend a few minutes alone with Coppola backstage, and one of the things he said that day has stuck with me ever since: "When you are working with creative people, you don't tell them what to do. You invite them to the party."

I have used his advice many times, including right now at D4V (Design for Ventures), IDEO's Tokyo-based venture capital firm. We invest in promising Japanese start-ups and then invite the design team here to "join the party," using creative tools to help the young companies thrive.

Tom Kelley, IDEO Partner

Creativity often isn't the work of a single, solitary genius. In fact, it's usually when a set of diverse perspectives come together that we're able to see new possibilities for solving problems. That's why creative collaboration is crucial—and it's also why creative mentorship is so important. Sure, you can (and dare we say should) work through these 10 exercises from Creative Confidence to hone your individual chops, but creative mentorship is what allows us to push ourselves and our work forward. This got us thinking: What else could we learn about creativity from the people we work with every day? What have they learned from their mentors?

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ideo designers share the best creative advice they've ever received, team collaboration, creativity, creative confidence

Lindsey Turner

I’m passionate about building brands, products, and experiences that help organizations show up with meaning and momentum.

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Leader
Leaders

I help organizations cut through complexity by shaping how they show up, through brand strategy, identity, and storytelling.

Working at the intersection of brand and business, I bring an editorial eye and a bias toward making—turning ideas into tangible experiences that people can understand, trust, and believe in.

My work spans government, healthcare, financial services, media, and consumer goods, from launching Gen Z-focused ventures to building innovation labs and reimagining legacy brands. I relish moments of ambiguity and enjoy translating across teams, perspectives, and priorities to move ideas forward.

I started my career in editorial and digital design, shaping cross-platform experiences and identity systems in publishing and agency environments. That foundation still shapes how I work today: I’m detail-oriented, collaborative, and overreliant on the Oxford comma. I hold a BFA in Visual Communication from the School of the Art Institute of Chicago.

My tween twins teach me more about technology and gen-alpha than the last decade of trend reports.
Making things that matter
Consumer Products & Retail
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AI & Emerging Tech

Rachel Young

My work helps organizations see who their products aren't working for—and build the will and the tools to do something about it

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For 25 years, I've asked the same question: Who does this design exclude—and what are we going to do about it?

My work spans human-centered strategy, inclusive design, and qualitative research, with clients ranging from Microsoft, Google, and Verizon to the National Science Foundation, and San Francisco Unified School District.

Before IDEO, I taught elementary school in East Palo Alto and spent a decade doing design work with social service organizations—where I learned firsthand what it costs people when systems are built without them in mind.

I am currently writing User Error, a nonfiction book about digital access and the design decisions behind it. I live in Oakland, California.

The greatest project to which I’ve ever contributed is raising my two daughters with my husband.
Uncovering unmet needs
Consumer Products & Retail
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Public Sector

Brian Pelsoh

I lead with craft, ensuring our work is creatively excellent: rooted in deep human insight and imagination, while also grounded in the realities of business and technology.

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My expertise spans brand, communication, and product design across tech, education, the arts, and social impact.

I believe great work demands both high-level vision and obsessive attention to detail, and only happens through collaboration.

I bring an inclusive, hands-on approach and a deep understanding of business, which enables me to consistently deliver excellence while always asking why.

Before joining IDEO, I worked at the brand firms Pentagram and VSA Partners. I began my career as a designer, leading teams at the School of the Art Institute of Chicago and the Milwaukee Art Museum. I hold an MFA in graphic design from Maryland Institute College of Art and a BFA in communication design from the Milwaukee Institute of Art & Design, and have taught at some of the best design schools in the US.

I love a good crit.
An inclusive, hands-on approach
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Tony Wong

I am responsible for IDEO’s long-term success in China and working with clients to use design as a tool to enable growth.

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I am responsible for IDEO’s long-term success in China and working with clients to use design as a tool to enable growth. Specifically, I have helped Chinese companies design holistic brand solutions through the development of their products, communication, services, and innovation teams, and I have helped multinationals expand their presence and influence in China.

I advise global leaders on developing China-led innovation and capabilities.

In over 15 years in IDEO Shanghai, I have worked on projects that use design to elevate the quality of the experience of healthcare products and services, streamline processes that increase productivity, create spaces and programs that promote and enable inclusive communities, and build next generation mobility solutions that are planet-positive.

Before joining IDEO, I worked at Philips Electronics and the Electrolux Group in Italy, the Netherlands, and Singapore on a number of breakthrough commercial products. I am a member of the Young President Organization in Shanghai.

I have a thing for antique maps.
Developing China-led innovation and capabilities'
Consumer Products & Retail
Food
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Industrial & Manufacturing
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Building a personal AI for the messiness of life: Sida Li

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Most AI products today are built for work—a space with clear problems and established systems. One founder noticed a gap: personal life is messier, harder to systematize, and mostly left behind by the AI boom. So she built Cue, a personal AI that lives inside iMessage and group chats, to go where the other tools haven't.

In this episode, Becca Carroll, IDEO's Chief Strategy Officer, talks with Sida Li, co-founder and CEO of Shared Context Lab, about staying anchored to a human need while the technology around her keeps changing shape, why she treats her business model with the same rigor she'd bring to a product, and what it feels like to build a company at this particular, disorienting moment in AI.

The conversation also gets into how Sida makes design decisions: the language Cue uses to describe itself, the tradeoffs behind building inside iMessage instead of a new app, and a real story about a business idea that didn’t pan out.

This is the second in a two-part series profiling founders from IDEO's Startups-in-Residence program. The first conversation is with Johannes Seemann, founder of Sooner, on designing GenAI for the emotional side of money.

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Designing GenAI for the emotional side of money: Johannes Seemann

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Most personal financial tools are built to run the numbers and optimize towards a budget. While that works for some, most people experience money as a lived relationship that does not neatly fit into a spreadsheet. Johannes Seemann and Becca Carroll discuss why money is emotional before it is mathematical, and what a human-centered approach to building a generative AI financial product looks like in practice.

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The curious leader's edge in uncertainty: Scott Shigeoka

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Mina Seetharaman talks with Scott Shigeoka, author of Seek and Head of Curiosity Cultivation at the Eames Institute, about what distinguishes genuinely curious leadership from performative curiosity, how power dynamics shape curiosity, and why practicing curiosity can restore energy rather than drain it.

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How constraints make us more creative: David Epstein

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Mina Seetharaman talks with David Epstein, author of Inside the Box and Range, about why total freedom often produces average work, how leaders can design useful limits on purpose, and what organizations such as General Magic and Pixar reveal about the relationship between boundaries and creativity.

Learning & Work
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