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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

Nervous About What You Don't Know? Grab Your Friends and Plan a Workshop

How two designers gathered their colleagues to learn the ins and outs of machine learning

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When doubt creeps in, it's easy to continue with the process or the tool that we know best. But as designers, we have an opportunity to be a part of the conversation around how these new technologies will shape the world around us—and in order to do that, we have to know how they work.

IDEO designers often learn best by getting our hands dirty and making things, so we decided to invite the IDEO interaction design community to a two-day machine learning workshop to get our bearings. Our key question in building out the workshop was simple: How might we create a safe space to prototype, play with, and test new machine learning technologies?

IDEO San Francisco's interaction design community gathered for two whole days to take a deep dive into machine learning.

The first day focused on inspiration, explanation, and experimentation. On the second day, we divided everyone up into teams and took a crack at using our new tools to get building. We discovered the value of bringing designers together to learn something new (and a little scary), but we also learned a lot about planning a workshop. Here are some principles that could help you next time you want to bring people together to dive into the unknown.

Have experts in the room

We invited Andreas Refsgaard and Gene Kogan, two artists and creative coders, who work specifically with machine learning. Gene even wrote a book that helps artists and designers start playing with the tools of the trade.

Andreas and Gene have been leading machine learning workshops for the past four years. They're experts at explaining complex tools to people of all technical backgrounds, and they were there to answer any questions that came up along the way.

Including experts makes people feel that the workshop is legit and ensures everyone gets the support they need to learn and build. If you're trying something brand new (like we were), reach out to an expert to get some tips and tricks to ensure your learning experience is successful. Without Andreas and Gene, our workshop couldn't have happened.

Be persistent

Once Andreas and Gene helped us put together our workshop content, we faced our biggest challenge: How do we convince a bunch of people to drop everything they're doing and attend a two-day workshop? 50+ emails and many rounds of confirmations later, we finally had more than 20 of our colleagues agree to make time for our session.

By the end of the day, the benefits of gathering in this way were clear: people had created full-on prototypes that could recognize disco moves or the difference between two friends. Setting aside the time to actually build, fail, and repeat was invaluable. We all have busy workdays, but making room for this kind of experimentation gave everyone a zing of new energy.

Turns out, if you bug people, they'll actually set aside the time and come to your workshop—and they'll probably have a good time, too. Use whatever communication channels you have to remind people: Slack, email, carrier pigeon, skywriting. When possible, share the agenda ahead of time. If folks know what they're going to get out of their time, they're more likely to RSVP yes.

One game allowed the player to put on different "skins"—like a giant nose—and move around, creating music with different movements and motions.

Harness the power of collaborating within your community

The second day, we dove right back into building and quickly broke into our teams. As interaction designers, we’re often siloed—we’re usually the one interaction designer on a multidisciplinary team. But working on a team of other interaction designers has great benefits: You have a similar way of thinking and can bounce ideas off each other in unique ways.

There’s also something powerful about working on a creative project just for the sake of creating and learning. At IDEO, we often work on projects that have the potential to really impact people’s lives—in the worlds of healthcare, mobility, financial services. On the flipside, this workshop gave us the chance to make something truly weird and to not be afraid to fail in doing so.

Almost every project was full of funny glitches and nearly all of them were ridiculous—like a tug-of-war game where people had to meow and bark, and a game of ping pong controlled with your nose. Revolutionary stuff. This workshop gave us a break from our day jobs to work together and flex our craft-muscles in a way we don’t always get to.

The workshop structure sets the conditions for learning

By the end of the day, the eight teams created machine learning prototypes—but just a few days prior, many thought machine learning was totally out of their league. Without a thorough introduction to the topic and built-in time to get prototyping, it would have been hard to see these new skills come to fruition.

One participant said, “I had to step out of my current mind-box to realize that there are new possibilities I previously was not brainstorming.” Another said, “There were some really funny concepts that showed the power of simple programming combined with great ideas.”

There’s no way of sugarcoating it: Setting up a workshop is actually really hard, and a lot harder than we first thought. But once we got over our initial trepidation, we were able to give ourselves and our peers a unique chance to understand and play with a seemingly intimidating tool. Workshops are a framework that let us all show up as beginners. There’s comfort and power in this: We can ask questions, learn, and become stronger designers together.

In our day-to-day work as designers, we stumble upon a lot of buzzwords: deep learning. Convolutional neural networks. Artificial intelligence. Staying up to date with new technologies is one thing, but understanding how to apply them is another. And personally, it's something the two of us are a little intimidated to tackle on our own.

AI & Emerging Tech
nervous about what you don't know plan a workshop with friends, nervous about what you don't know, plan a workshop with friends, ai, emerging technology, artificial intelligence, ai strategy, learning, workshops, facilitation

5 Tips for Running a Successful Design Sprint

To kickstart a marathon design project, it helps to start with a sprint. Here are 5 pro tips for building solutions in rapid intervals.

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When our team set out to build the first version of the social impact investment product Swell Investing, we decided to hack the Sprint process, IDEO style.

The Sprint method allowed the team to start prototyping quickly, collect immediate user feedback, and make small mistakes early. We conducted multiple design sprints in quick loops—folding the learning from week one into the structure of week two, and so on. We learned a lot in the process. Here are a few quick tips we picked up for running successful and energizing design sprints.

1. Anchor your sprint in a big question

Identify critical hypotheses to test. First, decide on the big question you want to answer. (Hint: This is the one that, when answered, will allow you to make the most progress.) For instance, during the Swell project, we asked: When it comes to social impact investing, are users more interested in returns or social impact?

Once you’ve got your big question, brainstorm and sketch different solutions, and then select two or three good ideas to prototype. Prototypes are something people can touch, test, or play around with. Putting different approaches in front of users in a single sitting is a great way to gauge interest in different product directions.

Tip: Limit the number of variables in your prototype, so you receive specific feedback on your big question. Designing a digital product? Start by designing landing pages that express each product offering, rather than the entire user flow. Testing two feature sets? Keep the branding the same and test different product features against one another.

2. Bridge the say-do gap

Use tricks that force users to make real—not hypothetical—decisions. The goal of any new product is to create something that people find valuable and are willing to pay for over other options in the market. But as designers, we know that often what consumers say they like is different from what they actually buy in the wild. One way we bridged this gap was by testing demand with potential Swell consumers: We gave them fake cash they could “invest” in one product or another. It was a great way to gauge whether the service had real value in the market.

Tip: Use the same currency exercise for all of your sprint prototypes, so that you can see how attitudes evolve with your design tweaks. For example, give each user $500 Monopoly dollars and see where they would invest their money. Designing a new shoe brand? Ask them which ones they’d buy, or if they’d prefer to spend the money on their tried-and-true Nikes. This exercise is about the conversation it provokes more than the payments themselves, so get curious!

3. Focus your features

Design for a light-touch, full-product experience. Ask yourself: What’s the smallest set of features you can design that will still solve users’ problems? Start with the simplest version of your product, get user feedback, and then add features. As your sprint loops continue, you can move from simple prototypes to robust product directions. With Swell, we focused on creating a hero page for each key interaction (landing page, sign up, and invest). This meant we were testing the functionality of the full product experience, just in a light-touch way.

Tip: Prioritize high-impact pages that people visit a lot, like the home page or sign-up flow. This way you’re getting the most detailed feedback on sticking points, without spending a ton of money building them.

4. Be scrappy: Build just enough to learn

Choose the format that best expresses the idea. It’s impressive to build a digital prototype in a week, but remember: You can learn a lot from paper prototypes! Make a conscious decision about the areas that you design in high fidelity (like screens) and places where a paper prototype will do the trick. Being scrappy will pay off in the end. We created a combination of digital and paper prototypes for Swell. Digital prototypes were reserved for value proposition and user flow testing, whereas paper prototypes were a great way to test new and emergent thinking.

Tip: Imagine that you’re designing a mobile-first experience. Designing for a phone instead of a computer will force the team to simplify messaging and features to their most minimal expression. This is something you can develop by putting a post-it sketch on top of your smartphone.

5. Keep the team energized

Use the Tabata training method of product design. Tabata training is a workout method that focuses on 20 seconds of intense work followed by 10 seconds of rest. This is a great metaphor for sprint prototyping: It’s intense, and that means that rest is just as important as the creative bursts. Make a point of managing team energy by having intentional down days. With Swell, we made sure to keep our energy up by working in cafes, getting breather spaces when we needed to focus, and even hitting up museums or exercise classes to stay healthy and inspired.

Tip: When you need a boost, take the project on the road. Try a day of cafe hopping where the team commits to sketching one feature at each stop. Sketching in new contexts and in focused bursts means you’ll have fun and be productive.

Special thanks to Kim Cullen for her contribution to the sprint prototyping process, and to the team at Swell Investing for going on this journey with us.

Here at IDEO, it’s not uncommon to see dog-eared copies of Jake Knapp’s Sprint, a book that outlines the five-day process that Google Ventures uses to solve tough design problems. The books are stacked on desks, passed from designer to designer, and referenced in research planning discussions. Why? Because the Sprint process pushes you to think outside of the box, even at a creative place like IDEO. It helps you shift away from following your gut instinct and opinions; instead, it encourages you to let users guide your decision making. And it pushes you to move fast.

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5 tips for running a successful design sprint, decision making, design sprint, prototyping, testing new ideas, facilitation, venture design, entrepreneurship

AI & Ethics: Collaborative Activities for Designers

IDEO’s AI Ethics Cards are a tool to help guide an ethically responsible, culturally considerate, and humanistic approach to designing with data.

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IDEO’s AI Ethics Cards are a tool to help guide an ethically responsible, culturally considerate, and humanistic approach to designing with data. The deck is made up of four core design principles and ten activities, all meant for use by teams working on the development of new, data-driven, smart products and services.

Today, data systems and algorithms can be deployed at unprecedented scale and speed—and unintended consequences will affect people with that same scale and speed. How can we always make sure we’re putting people first when designing large scale systems? Especially when those systems will change over time, even evolving without direct human supervision?

As you explore these questions and more, we hope these cards serve as a tool to help designers consider these challenges with a human-centered lens.

Download the AI Ethics Cards here, and read more about them here.

Technology
AI & Emerging Tech
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The Best Business Breakthroughs Come From Moments of Doubt

When aiming for transformative change, the only way across is through

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The team is on week five of their project. They’ve been conducting tons of human-centered interviews and broad design research, and they’re writing and re-writing what inspired and challenged them. The first few weeks were an exciting whirlwind as they generated hundreds of half-thoughts: vignettes, questions, and future possibilities to throw into what they called the “idea parking lot.”

But now, the team has tears in their eyes. They are frustrated and exhausted. Post-It notes cover the walls in disordered clusters, and many lie crumbled on the ground. A stack of flip-chart pages on the floor contain sketched Venn diagrams and pyramids, remnants of attempts to wrangle the insights into a framework. The team is on edge, pointing to the clock, aware of every minute left before the scheduled call with the client. They’re not quite sure what they have learned, and they don’t yet know what ideas they would recommend. And they’re looking to me for answers.

This is the phase of design that gets talked about least: synthesis. It is where designers shift from the openness of “beginner’s mind” to attempting to make sense of it all. Synthesis is when things feel most unclear and unsettled, where the pressure to make new meaning from our learnings feels most oppressive.

The team knows it’s not enough to categorize observations into obvious themes. To innovate, they need to put the pieces together in new and insightful ways. They need to find a fresh mental model. And they have to imagine how this model yields a product, service, experience, or system that reframes the world in a new and better reality.

As a leader, there are few things as challenging as seeing people on your team struggle. It feels easy to offer a fast answer or a framework from your previous experience, hoping to alleviate their anxiety. But, in the end, I knew that my quick conclusions were not going to get the team creating groundbreaking ideas, and it also wouldn’t help them develop their creative muscles.

I remembered what my best teachers have done to help me through this onerous step: acknowledge how hard this particular part of the work really is, ask them great questions, and show them my confidence that they will find their way through.

In other words, I had to lead like a Constructivist.

Constructivism teaches us how we learn

One of the most difficult courses I took in graduate school focused on theories of learning. My classmates and I struggled to understand heavy academic texts, but every week we were asked to create learning experiences for each other based on these theories. Despite complaining throughout the quarter, I now realize how much graduate school taught me.

In particular, I find myself constantly referencing the Constructivist theory of learning. Constructivism, it turns out, has a surprising relationship to the design process.

Back in the 1950s, the psychologist Jean Piaget observed children to understand how people learn. He concluded that, counter to popular belief, knowledge doesn’t exist in the world, and you don’t acquire it: Knowledge exists in our own minds, through our own active construction. No one really teaches you anything, Piaget claimed. Instead, he believed that we are natural learners, constantly processing the world in order to create our own understanding.

It’s easiest to think about this theory by considering how young children learn language. Let’s say you are driving through the countryside and see a cow. You point to it and say “cow.” As the child looks, she forms a picture in her head, something like, “Ok, a ‘cow’ is big animal with four legs, and is black and white.” Later, you point to another cow, this time one that is brown and small. What’s happening in the child’s mind? Her thought process might sound like, “Wait! That doesn’t match what I understand about a cow. I thought a cow was bigger. This has four legs, but it’s not black and white.”

In that moment, the child has a choice. She can ignore you, and her mental model will stay fixed. Or, she can reconsider her understanding of a cow. Maybe cows are also brown. Maybe cows can be big and small. Piaget chose the perfect word to describe this state of misalignment: Disequilibrium.

Disequilibrium happens when you begin to see things in the world that don’t make sense to you. The things you thought you knew—the things that helped you feel stable and clear—are now in question. And, woof. This state is hard. We crave equilibrium.

To understand more, I spoke with Beth Hennessey, professor of psychology at Wellesley College. Beth is a former elementary-school teacher and now studies motivation and creativity across cultures. “Whether someone is sitting down to write a scholarly paper or trying to solve a problem in the workplace, Piaget would tell us that the state of disequilibrium is a really uncomfortable place to be,” she says. “But we don’t give up, because we don’t like being in that stage of confusion. It’s hardwired in us to create new frameworks to accommodate the information we get about the world.”

In order to bring yourself back to a calm state of knowing, you have to generate a new “a-ha” inside your mind that reframes your old information with the new information. A mental model that, through the force of your imagination and intelligence, connects those dissonant dots into new meaning.

Learning isn’t about the consumption of new information. Learning is the process of using our innate abilities to construct—or create—new understandings of the world. Learning, by its very nature, is a creative act.

Our natural process of learning is well aligned with the creative process. Design research methods—finding inspiration from diverse sources, meeting people at the extremes, finding empathy for others’ experiences—provide structured activities to purposefully shake up your understanding of a problem and put you straight into that state of disequilibrium. The approach helps you seek information that surprises you, rather than reaffirming what you already know.

We crave equilibrium. So when all this input shakes up our understanding of the world, the only way through it is to create new meaning. Synthesis is our natural creative process, and once you start to put those pieces back together into new frameworks of understanding, that’s when the new ideas start to flow.

Learning to love disequilibrium

While it is obvious that a child naturally refines and recreates their mental models of the world, we often ignore the fact that we go through this same process as adults. It is even more challenging for us, however, as our mental models have become entrenched and intertwined with our identity. It’s no longer just about understanding the word “cow”: Now it’s about designing whole new offerings, experiences, and organizations that go against the convictions that have solidified in our minds. Putting ourselves into that vulnerable state of disequilibrium becomes riskier over time, especially if we are high-status leaders.

As I’ve dug back into the Constructivist learning research, I’ve been thinking about what I am taking away from this investigation.

To begin, it takes a lot of effort to create new mental models, but we leave little room for the cognitive load of innovation, what with our endless news feeds and unrelenting inboxes. For example, while I constantly think about the time required to tick off my to-do list, I rarely evaluate how much emotional energy is required to take my work to new creative heights. I realized that I am misspending my energy. How might I more clearly recognize the areas where I’m committed to developing new solutions? How might I make space for myself to be in the challenging state of disequilibrium? How might I pace ambitions so that I’m not disrupted by too many things at once?

Hennessey doesn’t offer much comfort here. “Being in that state of disequilibrium is hard work,” she says. “If a lot of different aspects of your life are in a messy place, you’re going to struggle, because so much energy is going to need to be expended. Getting out of this state is not just cognitive demand, it’s also affective: It’s emotional.”

Recently, I found myself sitting in an important meeting, feeling frustrated and wanting to point out what was wrong. I was starting to make fast decisions and putting pressure on my team to do the same.

Then I realized that I was in disequilibrium. I was feeling stretched, insecure, and like my mental models were insufficient. I was pushing for things to make sense. So instead of getting angry, I admitted my feelings of discomfort, and asked my colleagues to help me find my way through the ambiguity. And we did.

Somehow, just knowing that you’re in that state of disequilibrium makes it feel less stressful. We can become conscious of the signals of our mental states, and we can turn them into positive feedback. For me, the signs seem to be frustration and impatience. Now, when I feel those bubbling up, I smile and realize I’m just in that pesky state of disequilibrium, and that I can be patient with myself and realize that a new state of knowing is on the other side.

Permission to struggle

It’s no wonder that my design team was in tears as they worked through the synthesis stage of their project. Their minds, hearts, and emotions were all engaged in the difficult question they were answering, and they were a vulnerable mess. They felt the pressure of time, the pressure of the cause, and the pressure of not knowing the answers yet.

As a leader, I was challenged, too. I wanted to find quick answers, be ready for the client, cut through the confusion, and get on with it. But if I had filled in the blanks for the team or pushed them to get it done fast, we wouldn’t have gotten to the depth of the design solutions that the team found over the following days and weeks. In fact, toward the end of this effort, our client who had been working in the field for 25 years said, “I’ve been working with these guys for my entire career, and I want to thank you for helping me understand them better.”

So how does this Constructivist learning theory help us support creative teams? What if, as creative leaders, we saw ourselves as great Constructivist teachers instead of orienting around our knowledge and expertise? How would Piaget’s theories change our behavior?

As good Constructivist teachers, we need to give people the permission to struggle. As Hennessy says, “Whether you’re a teacher or a manager, you need to make it explicit that you understand that innovation and creativity is hard work, that people will hit that state of disequilibrium, that people will hit dead ends, and that that is valued. The best thing a teacher can do is model their own struggles.”

Just like classroom teachers, leaders face pressure to accomplish a set of outcomes within a particular timeframe and often, unintentionally, send signals to their teams that their time messing about in search of a new mental model isn’t valid. This urgency may trigger teams to cut short those deeper, more difficult stages of creative work, leading to shallow solutions.

IDEO's “mood meter.”

Years ago, IDEO developed a tool called the “Mood Meter” to help prepare newcomers for design projects. It’s a graphic that shows the journey of the design process with various levels of joy and anxiety charted on it. The idea was to provide reassurance that, although there would be some struggles, the project would end happily.

I was personally not a fan of this tool because I found it unfair to tell people how they would feel before they actually felt it. And yet, it was always right. During the research phase, people were elated, and during prototyping, too. Making stuff was always fun. But during synthesis, the phase devoted to making meaning, that line on the graph would drop to its lowest point. And that’s when you need time to sit in the struggle.

There is a belief out there that designers are constantly optimistic and confident, but that hasn’t been my experience. Creativity isn’t all about fun. Acknowledging that allows us to design better environments and processes that support the profound vulnerability necessary to develop creative solutions.

After more than a decade of leading creative teams, I believe that some of the best work comes from some of these hardest times. Confusion, self-doubt, existential searching, getting lost, and then finding your way out of that state of disequilibrium—these are the essential experiences for the emergence of creativity.

Header illustration by Timo Kuilder. This piece was originally published in Quartz.

It’s a Wednesday morning in the IDEO San Francisco studio. Bright sunshine reflects off the Bay and through the floor-to-ceiling windows. But in the project space, the mood is darker.

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the best business breakthroughs come from moments of doubt, innovation

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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.

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