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In Mexico, redefining retail

FEMSA creates a digital ecosystem to increase customer value at its network of OXXO stores.

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Case study
Case Studies
Strategic Futures
Consumer Products & Retail

The IDEO team quickly discovered that the challenge of designing a Digital@FEMSA super app for tens of millions of customers was matched only by the operational complexity of bringing together different teams that had already created various apps with separate value propositions. Not to mention the 22,000 stores specifically tailored to local communities.

To kick off the project, the IDEO team built on FEMSA’s already deep understanding of its customers by meeting them in their homes and communities. The team discovered that users didn't care about long-term rewards; instead, they wanted everyday help to thrive long-term. Connecting omnichannel rewards to regular spending would allow them to save time and money—something they said was particularly important. Along with market research, insights like these directly informed the app's design, ensuring that it was compatible with users' everyday habits and preferences.

Meanwhile, the project team also worked to ensure the app fit the priorities of the various teams inside Digital@FEMSA, designing a comprehensive process for testing joint value propositions. Together, the team created a new design system, iconography, and set of unifying principles. IDEO also worked closely with the Digital@FEMSA teams to ensure that the app's design was in line with their strategic goals and technical capabilities, and built the app's initial information architecture. They incorporated secure transactions, effortless coupon redemption, personalized offers, and a cohesive loyalty program.

From there, the IDEO and Digital@FEMSA teams quickly transitioned into the design and development phase, producing prototypes of the new app, dubbed Spin Premia. With the help of user testing, they were able to continuously iterate to improve the app's features and functionalities, creating a user experience that was both seamless and intuitive. In just 10 months, they went from a small digital team with an ambitious idea, to a 150+ people product organization and an MVP launched in one region. And thanks to a tight partnership, the teams were able to seamlessly integrate Spin Premia into Digital@FEMSA's existing systems, resulting in a scalable implementation nationwide just a few months later.

The introduction of Spin Premia was a milestone in FEMSA's digital transformation path. Following a true ship and iterate model, just a few months into the project, the company released a smaller, focused version of the app in just one city in Mexico to quickly learn from customer experience before expanding to new regions. Since then, the Spin Premia app has quickly gained popularity, offering a safe and user-friendly platform that millions of Mexican consumers have embraced. It has also allowed FEMSA to broaden its digital portfolio and extend its customer base throughout Mexico, elevating customer satisfaction and fueling business expansion.

13 million Mexicans visit FEMSA’s OXXO convenience stores every day. But the company had ambitions to leverage digital experiences to increase customer engagement.

To get there, Digital@FEMSA needed to deliver exceptional digital products with the agility to serve an entire population.

4.7 stars

Spin Premia’s app store rating

22.8 million

active Spin Premia program users

FEMSA, a leading Mexican retail, digital, and beverage firm, operates OXXO, the largest network of convenience stores in Latin America. More than just corner stores, the 22,000 OXXOs are also local hubs that simplify Mexican lives, offering thousands of services including payments for private services and banking, phone top-ups, and even utility bills. But FEMSA saw even greater potential for the chain, and wanted to create a digital ecosystem that would allow the 13 million people who visit the store every day to access even more features, like financial operations and loyalty benefits—all in one place. In 2022, the company created a new division in service of that goal. Digital@FEMSA partnered with IDEO to build that ecosystem, which would not only add convenience, but more value for each peso customers spent in both in-person and digital interactions.
Digital@FEMSA creates a super app to better serve the 30 million Mexicans who frequent its network of OXXO stores.
Digital@FEMSA creates a super app to better serve customers at its OXXO stores.
Femsa
North America
Femsa
In Mexico, redefining retail, Femsa, consumer products, retail, consumer experience, retail innovation, digital transformation, digital experience, digital product design, UX design, systems thinking, systems design, service ecosystem, behavior change, behavioral design, customer engagement, retail experience, store of the future, financial services innovation, banking experience, financial inclusion, understanding user needs, how to design a digital product, innovation, customer experience, user experience, product design, research, prototyping, transformation, financial services

A hotel brand for new travel paradigms

IHG introduces Garner, a midsize brand elevated by thoughtful design.

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Case study
Case Studies
Breakthrough Products
Hospitality
Consumer Products & Retail

Midscale hotel brands are the fastest-growing hotel segment in the US, attractive to both travelers and hotel owners. But often, their messaging feels repetitive, and travelers have a tough time differentiating between them. With a warm, thoughtfully designed midscale brand, IHG had an enormous opportunity to distinguish itself in a crowded market. 

IHG’s goal was to deliver a guest experience that felt genuinely unique and resonant—and quickly. With costs on the rise, many owners were motivated to turn toward conversion brands, which allow them to refurbish hotels under a new brand rather than invest in construction, a way to grow their portfolio in a tight financing market. Meanwhile, IHG’s competitors were set to introduce new conversion brands of their own. The company was looking for a partner that could work swiftly and iteratively to deliver a distinct brand.

For the IDEO team, the answer lay in communicating the brand’s value, starting with a custom logo rendered by hand. Inspired by vintage sign painting and modernist typography, the team sketched different versions of the letterforms, reviewing them with IHG until they had a set that brought to life the generosity and sense of invitation associated with the hotel’s spaces. They also worked to ensure the wordmark was visually balanced and would translate well across a variety range of scales. From there, they built an expansive brand world, including bespoke navigation icons, a full interior and exterior signage system, and a video to support the Garner launch.

The result is a hotel brand that stands apart in its category for both travelers and owners: thoughtful and well-designed yet affordable. As competition in the midscale segment continues to increase, Garner has been central to IHG’s growth strategy. Launched in the fall of 2023, Garner opened 100 hotels worldwide in just 16 months, making it the fastest-ever IHG brand to scale globally. The brand’s increasing popularity among owners and developers is driven by the growing demand for conversion properties, which accounted for 52% of IHG’s room openings in 2025. Garner plans to continue its rapid expansion with nearly 80 additional hotels in 12 key markets, including the US, Mexico, Italy, and Japan.

Conversions account for 12% of the global hotel pipeline, enabling hotels to switch brands and refurbish, boosting revenue without expensive construction.

The US midscale hotel segment, valued at $14B, is expected to reach $18B by 2030.

100 new Garner Hotels

in less than 3 years—the fastest-scaling brand in IHG's history

500 Garner Hotels

planned in the next 10 years; 1,000 over the next 20
The pandemic ushered in a new era of travel that galvanized dramatic changes in the hotel industry. Remote workers began to blend business and leisure trips (“bleisure”) at an unprecedented rate, smaller market cities grew in popularity and size, and guests craved more flexible and authentic hotel experiences. At the same time, major economic disruptions led to tighter lending and higher interest rates and construction costs, which made building new hotels prohibitively expensive. Renovations became out of reach for many hotel owners. IHG Hotels & Resorts wanted to create a new midscale conversion brand to meet this moment, providing the warmth and design considerations that guests crave and offering hotel owners a way to distinguish themselves from the competition. In 2023, IHG partnered with IDEO to build Garner, a hotel brand designed to cultivate a welcoming and adventurous atmosphere.
IHG and IDEO build Garner, a competitive midsize brand created for a new era of travel.
IHG builds Garner, a competitive midsize brand for a new era.
IHG
North America
IHG
A hotel brand for new travel paradigms, hotel design, hotel experience, IHG, hospitality innovation, guest experience, travel experience, consumer products, retail, consumer experience, retail innovation, brand strategy, brand design, brand identity, brand experience, growth strategy, business growth, scaling innovation, hospitality design, future of hospitality, how to build a brand, innovation, strategy

Moving dementia care forward

Together Senior Health provides digital solutions to combat cognitive decline.

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Case study
Case Studies
Breakthrough Products
Health

Alzheimer’s and dementia are notoriously difficult to treat—and scientists estimate that some 50 percent of people who have dementia are undiagnosed. Recognition of symptoms and early intervention are key. Together and IDEO set out to conduct user research to inspire new products that would help patients with cognitive decline take charge of their brain health.

The first priority was to expand the reach of the Moving Together program, which combines group movement exercises with mindfulness techniques, led by a trained group instructor. The IDEO team conducted remote and in-person interviews in Florida, where one in five residents is age 65 and older, and rates of Alzheimer’s and dementia are among the highest in the country. One of the key insights the team discovered was that many older adults didn’t understand how behaviors like smoking, exercise, and diet can be risk factors for cognitive decline. Their input inspired a new design principle for the program: “No naked feedback.” Any time participants received health coaching advice about modifying their lifestyle, they would also be given resources on why and how to do it, so they would have a pathway to boosting their brain health. 

The IDEO team folded insights like this one into the design for four new product offerings, including personalized brain health education, new online community engagement tools, partnership programs, and health coaching services, as well as a new user interface to illustrate them. Along with Together they also developed an implementation roadmap of next steps to bring the new digital product offerings to market, such as hiring a brain health coach and creating a new course curriculum. Now, Together has enrolled 165 people in the Boost Your Brain Health Clinical Trial, which is looking at outcomes such as reduced risk of Alzheimer's and maintenance of cognitive function for the Brain Health Together program. With trial completion in Q3 2024 and product launch in early 2025, growing numbers of people with MCI will have access to this exciting program. Together incorporated almost all of the elements from the IDEO roadmap into the final curriculum, and the team often refers back to insights the team gathered as guiding design principles.

Fighting barriers to diagnosis

With its online program growing, Together wanted to take on an even bigger problem: dementia underdiagnosis. Co-founder Dr. Deborah Barnes had recently developed an algorithm that uses patients’ health records to calculate their risk of undiagnosed dementia, called the electronic health record Risk of Alzheimer's and Dementia Assessment Rule (eRADAR). Together was looking to find creative ways to equip and empower providers to use risk scores like eRADAR in primary care settings.

One piece of the puzzle? Many primary care doctors are unaware that better management of Alzheimer’s disease and dementia can have a positive impact on other chronic health issues—like diabetes, hypertension, and depression. So by encouraging providers to prioritize dementia care, they can help support the overall health of older adults with cognitive decline. The IDEO team recommended a curriculum for continuing education courses for doctors that make that link clear—another step toward increasing dementia diagnosis and improving overall health.


Better help, sooner

To understand the patient experience, Together and IDEO decided to work directly with patients and caregivers to uncover what was stopping them from asking for dementia screening. The IDEO team quickly learned many patients were afraid of facing a diagnosis that signified a loss of agency and control, especially when they didn’t believe there were good treatment options. Often, they were unaware that there were things they could do to improve their brain health. They needed to know what steps to take after a diagnosis, and who could provide actionable advice. In response, the IDEO team designed a digital activity toolkit and physical booklet to guide patient families through the early stages of a dementia diagnosis, including recognizing the signs and symptoms, having better conversations with their doctor, and getting connected to support groups and programs like Moving Together.

Solving the problem of dementia underdiagnosis involves complex systems-level thinking and designing for the entire health ecosystem of patients, providers, and insurance payers, and solutions for Alzheimer’s and dementia care are still in their infancy. But already, this work is empowering patients and doctors to prioritize brain health and get screened sooner, and Together, which has since been acquired by Linus Health, is still working to move dementia care forward.

Approximately 12-18% of people aged 60 or older live with mild cognitive impairment, while memory loss, Alzheimer's and dementia affect more than 50 million people around the world.

An estimated 50% of people living with dementia are undiagnosed.

165 enrolled

in the Boost Your Brain Health Clinical Trial
Around the world, more than 50 million people are affected by memory loss, Alzheimer's, and dementia. As a Stanford d.school graduate and early employee at IDEO, Cynthia Benjamin understood the potential of human-centered design to create tools and experiences that could improve health outcomes. In 2017, Cynthia teamed up with longtime friend Dr. Deborah Barnes, a leading epidemiology researcher at University of California at San Francisco (UCSF), to co-found a new venture focused on treating and preventing neurodegenerative diseases. They started Together Senior Health and worked to scale their evidence-based, in-person intervention program for people with cognitive decline. Even before the pandemic hit in 2020, they realized the program would need to go online to reach more people. They started by adapting the in-person program for online delivery. With this new format, Together then contacted IDEO to help expand the reach of their program, Moving Together, make it more engaging for adults with early cognitive decline, and create better pathways to diagnosis.
A physician-led startup expands tools to combat cognitive decline, and creates smoother pathways to diagnosis.
Together Senior Health helps people take charge of their brain health.
Together Senior Health
North America
Together Senior Health
Moving dementia care forward, diabetes care, diabetes management, Together Senior Health, healthcare, health innovation, patient experience, digital transformation, digital experience, digital product design, UX design, venture design, new business creation, business model innovation, growth strategy, business growth, scaling innovation, human centered design, design thinking, customer centricity, healthcare design, digital health, patient-centered care, education innovation, student experience, future of education, employee experience, workplace design, team collaboration, understanding user needs, how to launch a new business, how to design a digital product, innovation, strategy, product design, research, user research, startup, transformation, education

Culture as catalyst

Moderna defines its Mindsets to preserve its future.

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Case study
Case Studies
Creative Capabilities
Health
Learning & Work

Many companies view culture-building initiatives as nice-to-haves. At Moderna, Mindsets are a business imperative, crucial to its plans to develop breakthrough products quickly.

For companies working on solutions as vital as a COVID-19 vaccine, delays and mistakes don’t just mean missing a product launch date—they’re life-or-death, and on a large scale. Moderna had to ensure that its employees knew how to make the right decisions, evaluate risk, and move quickly—even if they came from organizations with more bureaucracy and less risk tolerance. In 2021, IDEO sat down with longtime Moderna veterans to hear stories about moments that exemplify the company's culture, like the day a critical piece of equipment arrived but was too big to fit through the door. Taking it apart would have added days to their timeline. So employees took sledgehammers to a wall instead. Stories like this one fed into the crafting of the list of Mindsets, such as “Act with urgency: Action today compounds the lives saved tomorrow” and “We behave like owners: The solutions we’re building go beyond any job description.”

To gather feedback, the team shared the draft Mindsets with a diverse set of employees—new hires, veterans, folks already closely aligned with the culture, folks for whom it wasn’t the most natural fit, and a plethora of employee resource groups. CEO Stéphane Bancel and the leadership team took crafting and iterating on the Mindsets very seriously, wordsmithing and tweaking them with the team until they were ready to share them officially. Now, new hires learn about the company’s Mindsets in Moderna ONE, an onboarding process that IDEO helped revamp, while existing employees attend a workshop to ensure everyone at the company knows not only what to do but also how to do it effectively. In a matter of weeks, IDEO helped Moderna codify its culture for employees and set the company up for continued success. Moderna continues to embed these Mindsets across the entire employee lifecycle to systematically scale its culture.

For employees new and old, the clarity of the Mindsets has made it easier to understand expectations and to understand the company itself. Long-term veterans responded with comments like, "These really help explain why we're working this way,” while one newbie said, "It feels like a homecoming to hear the culture that we’re trying to bring through.” But more than just solving a cultural issue, the new Mindsets have fulfilled a business imperative: Holding on to the secret sauce that made Moderna successful to begin with, setting the stage for its next five years of breakthroughs.

When the World Health Organization (WHO) declared the COVID-19 health crisis a pandemic in March of 2020, Moderna had fewer than 1,000 employees. Four years later, it’s more than five times the size.

Ranked #1

BioSpace Best Place to Work, large company in 2024

Ranked #6

Boston Consulting Group’s 50 Most Innovative Report in 2023

Ranked #4

Deloitte’s Technology Fast 500 List in 2023
In early 2020, Moderna delivered a COVID-19 vaccine to human clinical trials in just 42 days after finalizing the vaccine sequence, setting a record for the pharmaceutical industry. But what seemed like a miracle was engineered by a culture that embraced speed and accepted risk, setting the stage not just for the rapid development of a COVID vaccine, but for work on potential breakthrough products against other viruses and diseases, and even cancer. As the company went through a phase of extraordinary growth to protect millions of people around the world as quickly as possible, it faced an existential threat: Bringing in hundreds of new people from more established pharma companies could dilute its entrepreneurial culture, the very foundation Moderna was built on, and make the platform company less prepared to take on new diseases in the future. In 2021, Moderna partnered with IDEO to help codify its culture and values into a set of Mindsets that drive crucial innovation, a business imperative that has set the stage for its next goal: advancing its broad, diverse portfolio to deliver transformative mRNA medicines for patients.
Moderna defines its culture to maintain its momentum during a time of massive growth, setting the stage for delivering transformative new mRNA medicines.
A clarified culture helps the biotech company navigate the future.
Moderna
North America
Moderna
Culture as catalyst, veteran housing, accessible housing, Moderna, healthcare, health innovation, patient experience, education innovation, learning experience, future of work, digital transformation, digital experience, digital product design, UX design, growth strategy, business growth, scaling innovation, business transformation, organizational transformation, culture change, healthcare design, digital health, patient-centered care, future strategy, strategic futures, designing for the future, innovation strategy, business innovation, design innovation, how to innovate, how to design a digital product, innovation, strategy, product design, transformation, leadership, education, learning, how do we innovate

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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Article
Articles

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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Articles

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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Articles

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
ai & ethics collaborative activities for designers ideo com, ai & ethics, collaborative activities for designers, ideo com, technology, digital innovation, ai, emerging technology, artificial intelligence, ai strategy, responsible ai, data strategy, design tools, design methods, algorithms, digital experience

The Best Business Breakthroughs Come From Moments of Doubt

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

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Articles

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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