

Designing a better onboarding experience for an AI symptom checker at clinics
Enabling doctors to spend less time on paperwork and more on patient care.
D4V is a Tokyo-based early stage Venture Capital in partnership with IDEO. Two years ago, D4V invested in healthcare startup Ubie, which develops a service called AI Monshin Ubie. The digital service was created with the goal of reducing the burden on healthcare professionals working long hours, under harsh conditions. AI Monshin Ubie automates a number of patient registration and documentation processes through digital tools, enabling doctors to spend less of their time on manual paperwork, and to dedicate their valuable skills and attention to the patients themselves. Currently, the service is installed in 200 medical institutions in 41 prefectures across Japan.
With AI Monshin Ubie, patients fill out preliminary forms on a tablet, rather than paper, entering information about their health history and current symptoms directly into their digital medical record. As patients fill out the questionnaire, the Ubie AI generates questions in real-time according to patients’ responses, which results in more appropriate and accurate data. The patient’s responses are automatically formatted for the doctor to review prior to and during the consultation. As a result, doctor consultation times and facility operation times are drastically reduced.
With the Coronavirus raising fears of a possible health system breakdown, Ubie has made improvements to anticipate and possibly prevent in-hospital infections. Until recently, Ubie’s services have been primarily used by large hospitals; but in light of the global health crisis, Ubie approached D4V—who partners with IDEO—to help rethink the onboarding experience and quickly facilitate the introduction of AI Monshin Ubie in regional clinics across Japan. D4V and IDEO have been working with Ubie for many years to collaborate in various areas, including UX, rebranding, international research, and more. Therefore, they had a foundation of knowledge from which to build these new features.
Typically, AI Monshin Ubie has been introduced to new hospital clients through direct, in-depth instructional visits from Ubie sales staff. This approach has worked well for rolling out the product to Japan’s 8,000 large hospitals; but for the 100,000 smaller clinics, Ubie needed a more efficient onboarding method to enable staff to get set up smoothly and independently.
During research, D4V and IDEO team members engaged with many different clinic staff members, including full-time doctors, part-time doctors, nurses and receptionists. The researchers found that staff tend to react skeptically to new tools and services, with a common preconception that they will add to their workload. One clinic director’s first impression of AI Monshin Ubie was, “It looks complicated.” But once he actually used the service, he realized that it was very user-friendly.
The team quickly understood that it was important to remove preconceptions by clearly communicating Ubie’s benefits and ease of use. They created a two-minute animation and designed three separate guidebooks. The animation adopted a friendly tone and expressed empathy for doctors, staff members and patients, highlighting how Ubie can bring benefits to each of them. The animation showed how Ubie fits into the existing workflow and explained complex systems in a straightforward and accessible way.
WATCH: A short video clip explains the benefit of their product and service to avoid the users’ concerns in advance.
The guidebook for doctors and directors explains how Ubie’s AI smooths the patient consultation experience and greatly improves the quality of medical care. It also introduces concrete how-tos around set-up, implementation, and ideal workflow. FAQs were also included, addressing concerns about whether or not elderly people would be able to use it.
Ubie business development leader Kenji Yamada says, “D4V and IDEO have a deep understanding not only of design, but of our entire business. They provide inspiration by bringing experience and knowledge that comes from working with other industries and clients outside of healthcare. We appreciate that they can share the knowledge that they’ve obtained with our business.”


Read the Japanese-language version of the Ubie case study here.
When You Feel Unwell, Ask Ubie: Check your symptoms for free
Learn more about Ubie: Global Company Website


An improved airway intubation system that helps physicians save more lives
The GlideScope Core offers elevated visibility and a seamless workflow for intubation, allowing doctors to better conduct routine procedures and respond to health crises.
In the emergency room, an intervention that’s administered too slowly could cost a patient their life. With COVID-19 fueling a surge in acute respiratory conditions, intubation—a procedure that involves inserting a tube through the mouth or nose and into the airway—is more common than ever. For patients struggling to breathe, the tube can be connected to a ventilator that pumps oxygen to the lungs, keeping them alive.
While a laser-focus on the present is critical for successful patient outcomes, hospitals and physicians often don’t have time to look ahead and anticipate the future of the operating room experience. As technology rapidly improves, there is a ripe opportunity and pressing need to evolve medical equipment to be more innovative and intuitive. Verathon Medical, a global medical device manufacturer, is supporting health care providers at the cutting-edge of care.
Verathon approached IDEO to redesign the existing product system for laryngoscopies and bronchoscopies—procedures that examine parts of the throat through intubation. During these examinations, a tube with a camera embedded in the tip is inserted through the patient’s nose or mouth. The doctor can then see inside the throat on a video monitor, and therefore more easily and quickly intubate and perform the exam.
To create a groundbreaking device, the team observed over a dozen laryngoscopies, bronchoscopies, and intubations. They noticed that many anesthesiologists relied on fixed equipment during the procedures. For example, some had grown accustomed to looking over their shoulder—away from the patient—to view the monitor.
During interviews, physicians and residents expressed difficulties with the current technology, sharing that the small screens aren’t conducive to team viewing or student instruction, and they must often use a separate computer to record patient notes. Others reported frustrating workflows, needing to constantly divert their attention and move their hands between the patient, prep tray, monitor, sterile bin, and disposal bin. These inconveniences and inefficiencies are not only cumbersome, but can increase the risk of infection and fatality.
The team relied on these insights to start designing a next-generation product. Through sketching, storyboarding, and building in real-time alongside doctors and clinic staff, designers quickly teased out additional findings and validated concepts.
This work led to the creation of the GlideScope Core: an all-in-one, portable product system that supports both video laryngoscopies and bronchoscopies. The base of the device—a wheeled cart—has built-in storage units for tools and a disposal bin, offering more mobility and accessibility for medical professionals.

The product’s tagline, “see more, do more,” points to the improvements made to the video system, including a large 10- or 15-inch high-definition touch screen monitor. Displayed images can be enlarged and rotated 180 degrees for improved visualization, team viewing, resident training, and classroom demonstration. To help doctors keep both the patient and monitor in their line of sight, the detachable screen can be secured to an adjustable arm that can be positioned directly over the patient. Additionally, the monitor’s patient annotation feature gives staff access to more of what they need in one device.
The product has been especially valuable for providers and patients during the coronavirus pandemic, when it’s imperative for doctors to keep their distance from patients’ mouths and noses. The GlideScope Core’s movable, detachable, and large, high-definition monitor makes it easier to take this precaution and intubate more quickly. This usefulness is reflected in the 5-fold increase in cart-based device orders for Verathon. While most providers typically order anywhere from 1 to 20 devices for airway procedures, one hospital system requested 600 GlideScope Core systems to meet current intubation demands.
Through modern technology and a focus on human needs, the GlideScope Core supports improved patient outcomes and creates a more seamless operating experience for medical professionals. The product underlines the key but often overlooked fact that often, in order to ensure the healthcare industry is patient-centered, medical device manufacturers and hospitals must also focus on improving the experience of providers.


Transforming a community hospital from the inside out
Designing for caregivers to create world-class care for patients.
Healthcare is notoriously difficult to change. Rules and regulations present complex barriers; health practitioners and organizations often have entrenched ways of working; and lives are literally on the line. Despite these significant barriers, the leaders at Newton-Wellesley Hospital (NWH) boldly committed to improving patient care through a new approach.
NWH is a community teaching medical center in Newton, Massachusetts. Because of its proximity to Boston—a city known for world-class healthcare institutions—NWH needed to differentiate itself. The hospital's new president, Dr. Michael R. Jaff, reached out to IDEO for help: "I knew that providing an unparalleled patient experience would set us apart from our competitors." But, Dr. Jaff’s particular approach was unique. He and Dr. Jodi Larson, Chief Quality and Experience Offer (CQXO), saw an opportunity to drive better patient outcomes through cultural and organizational change.
"You cannot learn any more than when you get to listen to your potential patients say why they would never walk into your place." —Dr. Michael R. Jaff
IDEO partnered with NWH for a year of work together, kicked off by defining the vision for NWH and ramping up to in-hospital prototyping and the launch of several new initiatives. A pilot project with the Women's Imaging Center (WIC) focused on solving departmental and employee challenges to provide a better experience for women getting mammograms.

Fueled by this potential, the WIC team redesigned key work processes and created a set of experience principles that inspired new service prototypes. Guided by principles like "Express mutual gratitude" and "Honor every voice," the WIC team tested ways for patients to acknowledge outstanding caregivers and created tools to gather better feedback from patients and adjust quickly. The experience of designing better services inspired the WIC staff to become ambassadors for the power of design thinking across other departments inside NWH and they continue to build on the work through new prototypes and experiments.
Next, IDEO partnered with NWH’s ambulatory surgery group. They took an analogous research trip to Boston’s Logan airport to see with fresh eyes how other high-touch customer service organizations provide customer value in a complex setting. Insights from the trip were applied through live prototyping of several new experiences inside the hospital, including a pre-surgery visit summary and pre-operation care carts.
Analogous research helped us realize that we can learn from other industries and incorporate some (cool) best practices if we allow ourselves to get over the ‘that would never work in the hospital’ mentality. - Dr. Jodi Larson

One of the most impactful prototypes was Care Modes, a tool to empower the NWH care teams to tailor their approach and interaction with patients based on the patients’ unique needs, beyond simply their clinical requirements. Four distinct approaches were identified for engaging a patient before surgery—Explain, Partner, Embrace, and Encourage. The Care Mode is determined based on the provider's understanding of a patient's degree of self-advocacy and their confidence that surgery is the best solution to their issue.

Historically, care providers have been trained to deliver consistent care above all else. However, Care Modes powerfully acknowledge that patients respond differently to different types of care. The Care Modes empower the team—from surgeon to nurse to anesthesiologist—with a clear framework for how to interact with and provide care for patients so they feel most comfortable. Based on the prototype's success with patients and impact on the staff culture, NWH has incorporated Care Modes into EPIC, the hospital's electronic medical record.
The importance of being patient-centered has been central to the healthcare conversation over the past thirty years; but new explorations reveal that there’s far more potential for innovation and improvement when the provider experience is considered in tandem with the patient’s. Each enables the other, and design for both together yields stronger solutions and better outcomes. IDEO's work with NWH demonstrates this vital shift in user-centered healthcare—one can't design services and experiences for patients without designing for their providers’ culture as well. When these go hand-in-hand, meaningful institutional change in healthcare is more than possible.


Helping a historic museum prepare for the future
Using design thinking to improve access, experience, and culture.
The mission of Chicago's Museum of Science and Industry (MSI) is to inspire children to achieve their full potential in the fields of science, technology, medicine, and engineering. Leaders at MSI realized they needed to drive day-to-day operations and maintain historic exhibits while focusing on where to go next. To prepare for its next decade, MSI worked with IDEO to create a new business focus to support the museum’s aspirations for the future. The plan would allow MSI to respond to the demands of the marketplace and raise the funds to get there.
At the beginning of the project, MSI laid out its priorities: improve equity of access, enhance the museum experience, and create a more innovative culture. To dive into each of these areas, IDEO conducted immersive research with families, teachers, donors, and staff.

IDEO brought together 60-plus donors, board members, and staff members to engage in a design thinking exercise to unpack and address the tensions that come with choosing a new strategic trajectory. Instead of having a standard ballot vote, the IDEO team encouraged participants to get up and vote with their feet, helping the group of stakeholders physically align on the museum’s new direction.
At the end of the research and prototyping phases, MSI and IDEO developed a vision called Provoking Minds, Inspiring Futures, creating six detailed design briefs to equip MSI teams to bring initiatives forward. The briefs laid out everything from recommending a new Department of Next, dedicated to ensuring that the future is at the heart of everything the MSI does, to MSI Runway, a place for experimental, small-scale, and limited-run exhibits. The ideas were brought to life with an interactive exhibit, built quickly with everyday materials like plywood and circuit boards, to demonstrate that creating an inspiring vision of the future doesn’t have to be an expensive endeavor.
The team also focused on insights that highlighted accessibility issues some families brought up early in the design process—travel across the city via public transportation can be lengthy, and the cost of admission to special exhibits could be prohibitive. To address these concerns, IDEO came up with the Mission Accessible brief: Inspired by casino buses, MSI bus stop signs would be posted in various low-income neighborhoods, signaling a way to take kids and families to the museum for free.

During the project, the IDEO team identified some low-hanging fruit, like rethinking ticketing and improving the student field trip experience, and helped the museum create cross-functional innovation teams to apply design thinking skills towards solving those challenges. They researched, brainstormed, and pushed forward new concepts, meeting weekly to share and build on ideas. At the end of the four week period, each team prototyped their ideas—new outdoor programming, software tools for visiting tour groups—and pitched them to each other.
In 2019, two years after the conclusion of the project, the collaboration paid off. With its new strategic plan and additional resources, the museum has renewed its commitment to serving youth, and MSI’s team, including donors, are aligned on a collective vision of the future. MSI raised more funds than in any previous year, including the single largest gift in its history—$125 million, nearly half of its $380 million fundraising goal—that will help ensure the years ahead.


The secret power of prototyping
How we’re building the future of mobility with cardboard and duct tape.
What should a passenger’s experience feel like? How much space should be allocated to each passenger? What were the tradeoffs? The folks in marketing had one idea, while the folks in engineering had another. Spreadsheets were involved, but we weren’t making much progress.
Our project team didn’t have all of the answers either, but we thought of one way that we could help. We took over a section of our San Francisco studio and spent a week building a full-scale shell of a plane out of wood, foam core, and cardboard. Our intention was to create a dynamic space for physical and digital experimentation. We then invited our clients to host their next meeting inside the “plane.”
Once inside, the trade-offs were clearer. The team could picture what different seat configurations might feel like; they could move things around as they visualized various options. Prototyping revealed a level of granularity and specificity the team simply couldn’t access over Zoom or through conversation. What started out as a series of abstract questions suddenly became tangible.
When you work in the mobility space, the projects you work on are big—literally. It’s not just the size of a car, but the size of a train, an airport, even a city. While creating low-fidelity prototypes of products and systems of this magnitude might seem impossible, prototypes are a tried-and-true tool for learning about your customers and refining your product design. They are also equally valuable for learning, aligning, and collaborating as an organization. When it comes to larger-than-life challenges in the mobility space, here are three ways prototyping can help.

Prototyping breaks down barriers
Many established mobility companies have spent decades developing processes that have allowed them to build safe, high-quality products at scale. But those methods don’t always work when adapting to a rapidly shifting market. When it came time for our team to work with a leading automaker to rethink the future of the commercial van, we all knew it would demand new ways of working. Together with their team, we built a new collaboration space in the heart of their engineering building to shake people out of their usual workflow. The walls were covered with pictures of vans in action, quotes from potential users, and in-progress work. In the middle of the space sat “the rig,” a purposefully unfinished prototype van made from modular aluminum and hand-cut cardboard parts. This was far from the polished models of car shows.
Instead of putting this space under lock and key, the team put up posters throughout the engineering building inviting folks to join them. When that effort didn’t get much traction, a member of the team proposed an idea. He simply wedged the door open and posted a sign that declared: “open door policy.” The message was simple. We wanted people to build with us. And the people, and the ideas, followed.
Unfamiliar faces started to pop into the space and populate the prototype van with new mirrors, door handles, and smart sensors while other groups debated strategy across the room. What started with a single project space grew, eventually morphing into a dedicated innovation lab that is collaborating across the organization to tackle the future of mobility.

Prototyping challenges assumptions
Several years ago, IDEO worked with Toronto Pearson International Airport to revitalize the airport’s operations from the passenger experience to the baggage handling process. Baggage handling operations are particularly important, as they’re a key metric for measuring airport efficiency, service quality, and performance. They’re also very complicated. Baggage handling involves multiple organizations, thousands of contract workers, and even more suitcases, moving between planes and carousels all around the world.
As contractors, baggage handlers aren’t often brought into the process to help redesign operations. But their perspective is invaluable. So together, IDEO and Toronto Pearson decided to hold a “baggage olympics” for operations employees, passengers, and baggage handlers to test, build, and improve prototypes of early baggage handling ideas. They landed on a simple but effective solution: color-coded signs, clear iconography, and guidance on where baggage should be placed. Not only did the exercise streamline airport operations, but it also changed everyone’s idea of how different groups of people could work together and how operations should work in the future.
As Darin Juby, Director of Baggage Services, told IDEO: “The work to reimagine baggage handling taught us how to prototype and collaborate—it reprogrammed us with a new mindset and way of working. When the pandemic hit two years later, because we had laid the groundwork, we were able to pivot quickly and cost-effectively in the midst of an unforeseen crisis."

Prototyping reveals unexpected needs
Bringing in potential customers to test out prototypes is a pretty common practice among design teams. But often in the automotive space, users do not have a chance to interact with prototypes until much later in the design process. Even then, they are often restricted to testing out highly refined models in tightly controlled sessions.
It’s far more rare to bring parents and children into your design space and invite a range of stakeholders with different perspectives, hypotheses, and critical questions to watch them play in an early prototype firsthand. But that’s exactly what we did with our partners at one of the world’s largest automobile manufacturers.
While we had been talking about bringing people into the lab, it wasn’t until families were engaging with our designs that we realized just how eye-opening it was. In one session, we watched alongside marketing, design, strategy, and product development leaders as a family played a game in the front of the car. Halfway through the game, a child pulled her mom to the back for some one-on-one time, pretending they were looking out at stars.That seemingly simple interaction inspired our team.
The team renamed the prototype Stargazer, and it helped changed the conversation about these vehicles. Decision-makers for this vehicle portfolio were bringing an empathy for the lives of these users into meetings, and talking more about how to foster quality family time than vehicle features and functions. Seeing our prototype in action extended customer empathy and understanding beyond marketing execs, ensuring that teams across the multinational organization were considering user needs from the outset.

Prototyping unlocks possibilities
Throughout my work on mobility projects at IDEO, prototyping has been the best tool for shaking up entrenched thoughts about how teams should work together. It not only provides teams with an opportunity to test assumptions and generate radically new ideas, but it also helps spark alignment and build confidence across disparate stakeholders. In some projects, embracing prototyping has even led to the development of new ways of working and labs that live on far beyond the launch of a product.
For those tackling challenges within the mobility space, and are eager to experiment with prototyping, start small. Take over a conference room, invite different voices in, construct a cardboard model, and watch your organization transform.
Late last year, we sat on a Zoom call with executives at an organization redefining commercial aviation. They had some critical decisions to make about their first commercial aircraft.


Lessons on innovation from teachers
When the pandemic hit, teachers were faced with an impossible challenge.
“You had to build serious cred with them for them to give a sh*t at all, because there’s no consequence,” she says.
Her solution: Making lessons less about the curriculum, and more about engaging kids in the scary, quickly-evolving events shaping our lives. “I’d show some slides and ask if anyone had heard about [the event] and what their questions were. We’d talk about the facts of the situation,” she shared. “I tried to get them excited about their knowledge of [current events].”
In 2020, America’s students and teachers experienced a full-blown disaster, and teachers were the front-line responders. As they and their students were reduced to rectangles on a screen, they had no choice but to lean into innovation, coming up with solutions like having students create hype videos about their favorite books to encourage classmates to read them, leveraging home kitchens to create lab lessons, and using data to evaluate how their students are doing with learning from afar. Under the worst possible circumstances, they came up with solutions that will improve education for the better, in this moment, and for the future.
IDEO and PowerSchool were so inspired by their work that we partnered to research the way teachers hacked, persisted, and made do to uncover clues to innovation. Last year, we interviewed teachers, administrators, teacher coaches, and education experts to get a close up look at how teachers innovated in 2020 and 2021, and how we as designers and makers might learn from their work.

Breaking down silos in the name of collaboration
When this crisis thrust even first graders out of their classrooms and stuck them in front of computers with varying degrees of Wifi—and supervision—teachers had to throw out the rule book. Both expert and mentor teachers alike were caught on their heels, and their only option was to innovate.
To meet this extraordinary demand for real-time innovation, they turned to one another—peers in their buildings as well as online learning communities. Teachers were no longer experts, they were almost “lead learners”—humbly fostering collaboration with one another and pushing forward to develop an entirely new way of working in real time. "The pandemic has enabled so much more collaboration than before,” explained Christine, an elementary school art teacher in Massachusetts. “I've seen techniques done in new ways, skills taught in ways I never would have thought to teach them. This is an opportunity to see how each other teaches!" What’s more, when even seasoned teachers were getting used to an entirely new context, mentor/mentee relationships began to shift, as everyone had ideas to share with each other. A new teacher manager in a district in California told us that “there were a number of examples where the mentor was certainly a more experienced educator, but not nearly as experienced or fast at learning technology, so there was an exchange of skills.”
Teachers were forced into this situation, but their reaction is one that makers and designers should learn from. You might ask yourself—who is it absolutely nuts that I don’t already work with? Who would you call for help if everything fell apart? It might be a person you think of as a friendly competitor. Or it could be someone whose work context just seemed too different—maybe they are more junior, or work in a non-profit setting. At this point, what humanity really needs is connection with one another. To create it, we must break down the silos we’re keeping up. It’s time to rethink the divisions we have between departments, companies, and even sectors to speed up our collective innovation.

Building tighter learning loops
One of the biggest challenges that teachers faced in experimenting with so many new tools was determining what was actually working. After all, rapid prototyping is only as useful as the learning you can apply to the next prototype. Teachers couldn’t afford to wait until grading periods to analyze how it was all working out.
The remote setting opened up the opportunity to work more closely with individual students one-on-one and to personalize learning experiences and methods to meet their needs. Technology also helped them better understand each student’s progress, enabling them to tailor their instruction the next day. More teachers began leveraging instant feedback tools, even as they faced more variability in student knowledge and skills.
Hannah, a secondary math teacher, dove into new apps and services she started using to track student progress to make instruction more personalized, explaining that rather than going on gut feel, “I can genuinely say I know which kids aren’t making the right progress.” When students and families could see educators iterate on lesson plans each week, and make feedback immediately actionable, everyone was able to take a collective breath and feel the progress. Even if the changes were relatively small, they knew that they were being listened to. Teachers built new processes and improved trust.
Maybe you already do rapid prototyping in your work and have formed tight learning loops. Consider how you might use them as a means of not just learning, but showing your users that you’re learning. Internally, we all could be using technology to do daily micro-check moments with our teams and collaborators, and get even more serious and actionable after receiving real time feedback. Imagine a working world where the last five minutes of every meeting or collaboration were dedicated to asking ourselves how did that go? What could we do better next time?

Maintaining a laser focus on what’s most relevant
In some ways, students had their own form of a “Great Resignation” in 2020. They had previously been held captive in school rooms that weren’t catering to them, and their new at-home context meant teachers had to rethink how they were reaching students. “We’re messing around with our schedule,” explained Evan, a middle school principal. “We’re trying to create more space for more things that we say we value.”
Teachers had been operating under a 180-day school year for decades and have optimized their content to fit standard school hours—maybe you’ve been doing the same with your five day work week. During distance learning, teachers had no idea how much time they would actually get with students on any given day, leading them to simplify their content and get strategic about making every minute count.
In an essay from 2003, Jim Collins, the author of Good to Great, stresses the importance of “subtracting.” “A great piece of art is composed not just of what is in the final piece, but equally important, what is not. It is the discipline to discard what does not fit.” It isn’t just about prioritizing what’s most important; it’s about not holding on to the parts that don’t serve us anymore, even if they have already cost us years of effort. We need to consider how to do more with less, and how to subtract what’s not serving us and those around us.

Be human first
Teachers have always been concerned about their students, but the pandemic brought that concern to a new level. (You, too, might have experienced more personal stories, tears, and vulnerability at work!) We saw teachers get creative about meeting students’ emotional needs—trying things like swapping out detention for meditation, or having a weekly “campfire” in class to circle up and share how everyone was doing. They extended deadlines, accepted late work, and allowed students to retake exams. Teachers brought more of themselves to school, showing up as humans first and foremost and prioritizing care before content.
As Jennie, a high school teacher in Ohio explained, “I just have more grace for everyone. Are you lying to me about homework? Maybe. Do you have a reason to be lying? Maybe. I think it’s made me a better teacher. I’m more compassionate. Life’s hard."
As innovators, we too need to build in flexibility for the fallibility that comes with being human, and find ways to bring more humanness to our leadership. We must find ways to prioritize the health and wellness of the people we work with above everything else.
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At both of our organizations, and hopefully at yours, teachers are inspiring us to break down arbitrary siloes, cut the fluff, show we’re listening, and be more human. But they’re not the only innovators we should be watching right now. The heroic, hard-working, dynamic first responders of the pandemic—nurses, social workers, librarians, counselors—are also on the front lines of innovation. They are adapting, growing, testing, and changing at a rapid pace in a way that all business leaders could be taking lessons from.
Read the full Teaching in Flux report, authored by Jen Halls, Ridima Ramesh, and Brian Standeford.
When COVID-19 lockdowns were in full effect, Amanda, then a reading coach in a California school system, was faced with an impossible challenge: figuring out how to get kids, home alone, to log into Zoom for lessons, when no one would be there to make them do it.


The next chapter of IDEO’s climate commitments
There is still so much more to do—and time is of the essence.
In the first phase of our work, we tackled what some might consider “low hanging fruit” in the work toward Net Zero: we estimated our carbon footprint, offset our greenhouse gas emissions, switched to renewable energy, experimented with a modest carbon tax, and improved our responsible retirement investment options.
While these strides are significant, there is still so much more to do—and time is of the essence. There are countless ways forward, but we’re eager to share four next steps we have in mind.

1. Track and manage emissions (Part 2)
Building on our previous exploration, we’re ready to tackle phase two of emissions accounting. At the top of our priority list is identifying a comprehensive emissions accounting solution to track and manage down our Scope 3 emissions. It’s difficult to imagine how we will empower IDEOers to make sustainable decisions without giving them access to data about the environmental impact of those choices. Afterall, what’s the point of managing down your emissions if you don’t get credit for working with Clean Co. over Dirty Co.? Investing in an emissions accounting platform will help get us one step closer to estimating IDEO’s carbon footprint and identifying viable climate-friendly alternatives at scale. From there, we hope to experiment with things like internal carbon taxes or incentives for individuals and teams to manage their carbon footprint.

2. Embed sustainability throughout the project cycle
Despite the increase in climate-forward projects IDEO has taken on, we are still not fully set up to account for the downstream implications of our work. With that in mind, we’re exploring what it would look like to introduce sustainability at every touchpoint of the project lifecycle—from initial client conversations to final deliverables. In practice, this might look like sustainability design reviews with external experts or developing design principles and toolkits like The Circular Design Guide to support climate-conscious work. Ultimately, we hope to foster a culture where teams feel equipped to explore and develop best practices around sustainable work. Regardless of what form this takes, we need to develop a way to track the downstream impact of our projects and deliverables. Ideally, that system would plug into our emissions accounting platform—neither of which we have today.

3. Balance what’s impactful with what’s visible
In order to meaningfully reduce IDEO’s global emissions, we prioritized action that tends to be impactful for our carbon footprint, but invisible to everyday IDEOers and our clients. For example, while switching to renewable energy did not trigger obvious changes to the everyday experience at IDEO, it reduced our global carbon footprint by 4%. These changes can seem at odds with changes that are highly visible yet are often less impactful (e.g., eliminating single use plastics across IDEO). In order to ensure our everyday experience at IDEO does not undermine the climate commitments we have made, we need to balance what is impactful and what is highly visible. This might look like developing frameworks to help project teams weigh the tradeoffs between client travel and environmental impact, holding inter-studio competitions to switch to sustainable food vendors, or identifying a broad set of replacement suppliers for more sustainable goods throughout our studios.

4. Reset industry norms
Let’s face it. If a competitor is willing to get on a plane, we almost certainly will do the same and vice versa. To create the conditions for IDEO to thrive while meeting its climate commitments, we need to reset industry norms and work alongside other creative consulting firms to reimagine the ways of doing business in the 2020s and beyond. This may look like joining or starting a creative climate pledge for companies operating in a climate-forward way, or inviting direct competitors to join our kyu climate action learning group.
As we make progress toward IDEO’s climate commitments, we will continue to experiment, iterate, and learn. Most importantly, we’re eager to learn alongside you. Time is precious and we all need to collectively accelerate toward our respective commitments. In the spirit of co-creating a more sustainable future, we invite you to continue the conversation with us by contacting our team. We’re eager to learn about the steps you are taking, the lessons you’ve learned, and what’s next.
Over the past year, IDEO has been working toward meeting a series of wide-ranging climate commitments.


Three key interventions to reduce IDEO’s greenhouse gas emissions
Emission reduction efforts require change at every level.
The report outlined that over the next decade, we need to reduce global emissions by 7.6% annually, a daunting reality that has been reiterated in recent IPCC updates. That means reducing our emissions by over half in less than 8 years. This is one of the most critical challenges of our decade, if not century.
As part of IDEO’s Net Zero strategy, we knew we couldn’t just invest in carbon offsets, we also had to do our part in removing emissions from the atmosphere. In many ways, the pandemic accelerated us toward that path. From 2019 to 2020, our emissions were slashed from ~14,500 t CO2e to ~6,400 t CO2e respectively. But we knew we needed to do more, especially with IDEO’s shift to embracing hybrid working models and their unknown travel-based emissions implications.
In 2021, we implemented three interventions to further reduce our carbon footprint. We switched to renewable energy, incentivized reductions in project-based emissions, and made improvements to our responsible retirement portfolio. Some of these efforts were successful, others less so. We’re eager to share what worked and what didn’t.

Intervention 1: Switching to renewable energy
There are several options for switching to renewable energy, including purchasing rooftop solar grids, participating in community solar programs, purchasing renewable energy credits (RECs), and more.
In evaluating these approaches, we ran into a few setbacks. Since IDEO doesn’t own any of its buildings and each of our studios consume about as much electricity as a couple of big houses, we optimistically hoped that we might be able to sign up for community solar programs across the board. But we quickly learned that community solar wasn’t available for all of our locations. To make matters more complicated, many of our locations didn’t even have the ability to choose their electricity suppliers.
Our next best bet was to either purchase RECs for our global energy consumption, or opt for location-specific solutions. In pursuit of progress over perfection, we purchased 750 MWhr’s of RECs from Bonneville Environmental Foundation to cover energy consumption across all of IDEO’s locations. This not only reduced our carbon footprint by 360 t CO2e, but also meant that effective January 1, 2021, IDEO switched to renewable energy globally.
Looking ahead to 2022 and beyond, we will continue to evaluate and implement the best renewable energy solutions on a local level. To date, we have switched to renewable energy in two locations:
- Chicago: We switched our energy supplier from ComEd and enrolled in community solar through Solstice. Solstice also offers a renewable energy program for employees to mitigate energy impacts from working from home. For every employee that signs up for Solstice’s community solar program, Solstice donates $100 toward their nonprofit arm, Solstice Initiative, to make renewable energy accessible for underserved communities.
- Munich: We switched our energy supply from Stadtwerke München (SWM), Munich's municipal utilities company, to renewable hydropower from Polarstern, a Munich-based renewable energy pioneer and social business promoting the energy transformation in Germany and worldwide.
While it took more time and resources to explore local renewable energy solutions than to purchase RECs, we felt it was important to switch to local alternatives wherever possible.

Intervention 2: Incentivizing reductions in project-based emissions
“But what about the emissions from our project operations?”
In our journey to Net Zero, this question came up time after time. It turns out, over a third of IDEO’s non-wage-based expenses come from project-based expenses like flights, food, prototyping materials, and research incentives. When we estimated IDEO’s carbon footprint, we saw that a significant fraction of our emissions came from everyday decisions made by project teams.
After some digging, we saw that consulting firms similar to IDEO approach emission-reduction incentives differently. Some impose strict travel guidelines, while others set a steep internal price on carbon. The concept of a carbon tax as an incentive was appealing, but would clients go for it? We decided to find out.
Inspired by 1% for the Planet, we started a pilot that added new language about emissions reductions in all of our statements of work. In addition to our standard language about project-based expenses, we added:
Expense invoices will include an additional 1% of all billable expenses to offset greenhouse gas emissions arising from this work.
For a project with $100,000 in expenses, we would add a $1,000 fee to fund carbon offsets. From our preliminary estimates, this would sufficiently cover the emissions from our projects and allow us to purchase ever higher quality emissions over time.
While promising in theory, the execution has been difficult. Of the 33 statements of work signed over the past 6 months, only 4 of them included the 1% fee. In some cases, clients objected to paying for IDEO’s carbon offsets and the language was negotiated out of the contract. In other cases, the language was never included to begin with. Many IDEOers were apprehensive about broaching the topic with clients.
Despite the slow start, we are continuing this pilot so that we can gather more data and design an informed approach to reducing project-based emissions.

Intervention 3: Improving our responsible retirement portfolio
While IDEO will continue to vote with its dollars to reduce our emissions, many of those dollars have their own environmental and social implications. With ESG frameworks and ratings agencies scrambling to answer calls to action from BlackRock and beyond, there are a dizzying number of ways to evaluate responsible investments.
Our third intervention involved scrutinizing our existing 401(k) portfolio. Alongside Fossil Free Funds, a non-profit that grades investments using a variety of social and environmental considerations, we evaluated IDEO’s existing 401(k) and came up with a system—or score—for each of the available funds in our portfolio. We then supplemented this analysis with data from Morningstar Sustainability Rating to provide another perspective on how our investments were, or were not, meeting environmental, social, and governance challenges.
Perhaps not surprisingly, many funds in IDEO’s 401(k) were poorly rated. Our portfolio, like most, is dominated by index and mutual funds that track the market. Since the Fortune 500 account for over a quarter of global greenhouse gas emissions, and only 11% of these organizations are hitting their emissions goals, our portfolio wasn’t tracking in accordance with the climate commitments we’d set.
Our Talent team sprung into action. Together with our Empower Retirement administrators, they identified new funds that we could add to our investment mix. In addition to the Vanguard Social Index Fund that was already in our portfolio, we added two new funds: Calvert Balanced Fund (R6) and Calvert Short Duration Income Fund (R6).
A year later, about 1% of IDEO’s $140m 401(k) assets are in these ESG funds. While this is certainly a move in the right direction, we are continuing to explore how we can improve our responsible retirement portfolio even further.
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More than anything, these three interventions have highlighted an intrinsic dilemma of reducing emissions at scale: distributed behavior change is challenging and incremental. We’re still grappling with questions like: Are we focused on the right things? How might we design better incentives that accelerate emission reduction? How might we incentivize our partners to change alongside us?
But this is a design challenge that cannot wait to be solved. We’d love to learn alongside others and hear how others are tackling behavior change within their firms. Please share your reflections, questions, and insights by getting in touch here!
This article is part of a series detailing IDEO’s journey to becoming Net Zero, the lessons we’ve learned, and our continued commitments to addressing climate change.
In 2019, the UN Environment Programme (UNEP) released an updated climate report reiterating how critical the 2020s will be in curbing wide-ranging and destructive climate impacts.


Lindsey Turner
I’m passionate about building brands, products, and experiences that help organizations show up with meaning and momentum.
I help organizations cut through complexity by shaping how they show up, through brand strategy, identity, and storytelling.
Working at the intersection of brand and business, I bring an editorial eye and a bias toward making—turning ideas into tangible experiences that people can understand, trust, and believe in.
My work spans government, healthcare, financial services, media, and consumer goods, from launching Gen Z-focused ventures to building innovation labs and reimagining legacy brands. I relish moments of ambiguity and enjoy translating across teams, perspectives, and priorities to move ideas forward.
I started my career in editorial and digital design, shaping cross-platform experiences and identity systems in publishing and agency environments. That foundation still shapes how I work today: I’m detail-oriented, collaborative, and overreliant on the Oxford comma. I hold a BFA in Visual Communication from the School of the Art Institute of Chicago.


Rachel Young
My work helps organizations see who their products aren't working for—and build the will and the tools to do something about it
For 25 years, I've asked the same question: Who does this design exclude—and what are we going to do about it?
My work spans human-centered strategy, inclusive design, and qualitative research, with clients ranging from Microsoft, Google, and Verizon to the National Science Foundation, and San Francisco Unified School District.
Before IDEO, I taught elementary school in East Palo Alto and spent a decade doing design work with social service organizations—where I learned firsthand what it costs people when systems are built without them in mind.
I am currently writing User Error, a nonfiction book about digital access and the design decisions behind it. I live in Oakland, California.


Brian Pelsoh
I lead with craft, ensuring our work is creatively excellent: rooted in deep human insight and imagination, while also grounded in the realities of business and technology.
My expertise spans brand, communication, and product design across tech, education, the arts, and social impact.
I believe great work demands both high-level vision and obsessive attention to detail, and only happens through collaboration.
I bring an inclusive, hands-on approach and a deep understanding of business, which enables me to consistently deliver excellence while always asking why.
Before joining IDEO, I worked at the brand firms Pentagram and VSA Partners. I began my career as a designer, leading teams at the School of the Art Institute of Chicago and the Milwaukee Art Museum. I hold an MFA in graphic design from Maryland Institute College of Art and a BFA in communication design from the Milwaukee Institute of Art & Design, and have taught at some of the best design schools in the US.


Tony Wong
I am responsible for IDEO’s long-term success in China and working with clients to use design as a tool to enable growth.
I am responsible for IDEO’s long-term success in China and working with clients to use design as a tool to enable growth. Specifically, I have helped Chinese companies design holistic brand solutions through the development of their products, communication, services, and innovation teams, and I have helped multinationals expand their presence and influence in China.
I advise global leaders on developing China-led innovation and capabilities.
In over 15 years in IDEO Shanghai, I have worked on projects that use design to elevate the quality of the experience of healthcare products and services, streamline processes that increase productivity, create spaces and programs that promote and enable inclusive communities, and build next generation mobility solutions that are planet-positive.
Before joining IDEO, I worked at Philips Electronics and the Electrolux Group in Italy, the Netherlands, and Singapore on a number of breakthrough commercial products. I am a member of the Young President Organization in Shanghai.
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In this episode, Mina Seetharaman talks with Ed about two specific tools he uses to keep AI in an editor's seat: a "roasting agent" prompted to critique his drafts without any sugarcoating, and a simulated audience he rehearses pitches on before the real thing. They also get into what Ed is hearing from design leaders at Anthropic, Lovable, Shopify, and Google Creative Lab about how creative work is changing, and why he thinks the friction of writing something yourself is worth protecting rather than automating away.
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Most personal financial tools are built to run the numbers and optimize towards a budget. While that works for some, most people experience money as a lived relationship that does not neatly fit into a spreadsheet. Johannes Seemann and Becca Carroll discuss why money is emotional before it is mathematical, and what a human-centered approach to building a generative AI financial product looks like in practice.
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