

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.


How a Kid's Perspective Improves Design Research
Lessons from IDEO New York's Quinntern
In this case, the kid is my daughter, Quinn. As face-squeezingly awesome as this was for her, it was an adventure driven by design. My team’s design researcher didn’t want us merely to observe; she wanted us to feel this place—its buildup, its storytelling, its magic—as a kid feels it. And for that, we needed a Quinn.

But aren’t there already plenty of kids at the Wizarding World of Harry Potter? Well, yes, one or two. But it's a different experience when it’s your sleeve being tugged. As a designer, you can observe what others are feeling—but you get a richer kind of fuel for design when you feel it for yourself.
IDEO New York has been inviting Quinn to share her opinion, inspiration, and feedback since she was 5 years old. The first time, she helped a team designing an alarm clock to make Mondays less dreadful and more delightful. Initially, the team planned to record her laughter, but they enjoyed her input so much that she was asked back to test materials, prototype concepts, and model for their website. Since then, Quinn has helped lead workshops, taught a class of grad students about gender bias when she was in the second grade, and built a fort of umbrellas in our café.

Quinn has earned such favor in our community that it was suggested (not by me) she be offered an official internship. And so, last autumn, when her school let out for half-day Thursdays, Quinn came to the studio and took up the mantle of IDEO’s Kid-in-Residence: The Quinntern.
Again, it wasn't all fun and games. Designers were asking her for help left and right. Here are four reasons why.
1. Kids don’t know the rules
Our project teams grab Quinn for their brainstorms because she listens to the problem and tries to solve it. She doesn’t think about financial viability or the laws of physics—she just thinks. Eventually, it's our job to add those things back in, but in the divergent phase of a project, she's a superstar.
Although she's prone to insert dinosaurs and robots into her concepts, she cuts to the core of an issue and simplifies the needs behind it in a way that can inspire us to develop a dinosaur-free solution.

2. Kids are buzzword bloodhounds
Einstein long ago reminded us that if you can’t explain something simply, you don’t understand it. Tapping a kid is the ultimate way to prove this out: If they’re confused by a concept or question, it usually means we have a lot more work to do.
Quinn will call us out on our assumptions—happily and loudly—and she won’t fall for any design jargon or doublespeak. Getting critiqued by a kid keeps you honest.
3. Kids are full of surprises
Kids see the world from a different perspective and value it with different priorities. Having first-hand access to that unique point of view helps jumpstart creativity.
At one 30-person client meeting, we wanted to establish a sense of play from the start, so Quinn ran a silly-face photobooth for us. As lawyers and Wall Street professionals walked in, she had them pose and make the silliest face possible. Many were hesitant to relinquish their dignity, but couldn’t say no to a kid in a sparkly hat. Then they posed for a second picture. And a third. Others were caught off guard when Quinn asked them to stop wagging their tails or to tilt their heads so the light would flatter their antlers. It took them a minute before it clicked: Oh! Kid imagination!
When an adult asks another adult to do something goofy, it can be hard to summon the vulnerability on the spot. But when a kid swoops in, the game changes. Vulnerability and playfulness beget vulnerability and playfulness.

One more, very important reason:
4. Kids are the future of great design
As part of her internship, Quinn created a project to prototype ways to “stop kids from squashing other kids’ creativity.” She interviewed members of our community about their experiences, hosted a lunchtime brainstorm for the entire studio, and designed exercises with her teacher to help kids be who they are instead of changing who they are to fit in.

Showing a kid that you value their insight arms them with the tools to value themselves. Quinn is at an age where the sphere of creative confidence begins to collapse under the pressures to conform. When you ask a class of second graders, “Who’s an artist? Who’s a dancer?” you get a sea of waving hands. Ask a fourth-grade class and you get a field of crickets.
For Quinn, IDEO has functioned as a force field against flagging creative confidence. Being our Quinntern has empowered her to push back against conformity and make room to be herself. She gets feedback from adults who aren’t her parents or teachers, but who value her creativity, appreciate her point of view, and model what a creative life can look like. I don’t know how long it will last (the teen years are around the corner, after all), but for now, it’s lovely to see her creative bravery continue to flourish.

And, like usual, it was a huge help at Harry Potter World. Quinn and I arrived on the second day of research. On the first day, my teammates had explored the park, enjoyed the rides, watched the crowds, and eaten way too much ice cream. We all expected day two with Quinn to be an encore presentation, with the added benefit of a nine-year-old’s real-time annotation. But after the first ride—after seeing the place through Quinn’s excitement, impatience, and joy, after experiencing the distance of the walk and the length of the wait from her perspective—the team felt how time and space warp when you’re in the orbit of a child.
Our design researcher leaned over to me and whispered, “This is a completely different place with her here.” I had to agree.
If you’ve never seen a nine-year-old kid grab her own cheeks in overwhelming excitement, here’s how to rectify that: First, have a nine-year-old. Then pull that kid out of school in the middle of the day for a surprise double whammy: not only the chance to do research for a project with the Children’s Museum of Manhattan, but the opportunity to conduct that research at Harry Potter World. Hand the kid her suitcase, get in the taxi, and pray those cheeks survive the trip.


24 More Things We Want to Redesign
When was the last time you were annoyed by something small? Like the mean, angry noise a chip reader makes when it’s done with your card?
Those things drive us nuts too. But those tiny moments of frustration can become fodder for a totally new way of thinking. What if the card reader sung the ABCs? What if pen caps locked? What if water balloons tied themselves? (Luckily, someone has already put some time into solving that last one.)
At IDEO, we spend a lot of time rethinking everyday life, from tiny pen caps to the giant, bureaucratic process of applying for a visa. Like we said in 2017: This kind of thinking is our bread and butter. Back then, we asked the IDEO community what they were dying to redesign, and the answers were so provocative that we decided to do it again. Here are 24 more things we want to redesign, if only we had the chance.
Work
The timecard. With a little AI juice attached to email and calendar, there’s no reason that anyone should have to create a timecard: They just need to review it. —Joe Brown
Corporate training. Every organization needs the ability to grow new and adaptive capabilities. Those skills won’t be coming in from an external job board, and definitely not at scale. —Peter Hyer

I want to take a hack at reimagining the experience of identifying and applying for a job. At scale, it's currently a dry, massive vortex of duplicative job boards, cluttered search engine results, and mounting self-doubt and uncertainty. What if we had a universal tool that could help point a candidate to a strong-fit company, job family, industry, or job title based on a series of filters they could manipulate? Job security can prompt a domino effect with a host of other social issues, so let's put candidates back in the driver's seat and make the process of getting there more personal and human-centered. —Chloe Partelow
Networking. It's uncomfortable, awkward, daunting, and surface-level. No one wants to do it, but everyone feels like they need to. —Melissa Lobato
I spend a lot of time thinking about the future of the actual places where we work. I think the workplace should allow more flexibility and choice and generally be more global. I’d like to see deconstructed offices in neighborhoods where people live and like spending time. It will reduce commuting costs, improve productivity, lifestyle, geographical choice, create more diverse and dense neighborhoods, and allow for more creative collisions. —Kateryna Romanova
Education
College, especially a liberal arts education. Turn it into something much more relevant to close the skills gap in the marketplace, and make it much more about life-long learning. —Suzanne Gibbs Howard
Vocational school. I’m not sure that “everyone needs to (and can) go to college” is the right narrative. That’s the message I got growing up, and vocational schools or trades were either implicitly or explicitly judged. I think we are in a time when we need to take a good, hard look at alternative forms of education. —Meg Rice
The lower part of the k-12 education system. Why isn't it more globally aligned and translatable? Why does it assume that you live in one country for 12 years? —David Sjunnesson
Our approach to digital literacy. When our 70-plus year-old dads accidentally tweet a search query, we make fun of them instead of recognizing that behavior like that is indicative of large, looming societal problems between those who have tech know-how and those who don't. —Rachel Young
Cuddling
Cuddling. Seriously: what are you supposed to do with your bottom arm?!?! —Santiago Seira
Breakups
The breakup: Ow. It hurts. I don't know how to go about redesigning this, but I know there’s a lot of room for reflection and plenty of nuggets of truth to be gleaned from any moment that rips you apart. I have reflected on how to create a scaffolding for yourself that helps you walk out the other side with a sense of gratitude and growth—but still, ow! —Leah Jarrett
Breakups. And I’d start with an interesting provocation from Star Trek. —Lisa Tacoronte
Health
Electronic medical records (EMRs). Some doctors spend up to 50 percent of their days doing admin work, mostly in EMRs, and they are notoriously not user-friendly, not interoperable across companies, and even can cause medical errors. —Jessica Watterson
Single-Use Plastics
Unnecessarily one-time use and/or made of plastic: floss. Coffee cups. To-go containers. Toothbrushes. Plastic water bottles—or anything that holds water. Makeup packaging. Tampons. —Shuya Gong
Recycling How-Tos
Every single recycling/garbage/composting receptacle on the planet. I challenge you to find anyone who can understand and follow those rules. —Chioma Ume

Our Relationship With the Environment
How we make decisions that impact the environment. I'm inspired by seeing calories on food in restaurants, which helps me make informed choices. Why don't we have something similar for electronics, ordering on Amazon, food in the grocery store, to show the impact of a product on the environment? —Dean Malmgren
Time Itself
Time travel. It’s just too difficult currently. —Sean Hewens
Getting Towed
It’s scary, financially exploitative, and just generally terrible. —Tara Safaie
The News
I would like to redesign our concept of what news is. I’ve tried many different sources, and have found none to offer adequate choice, curation, or quality. Most of what passes as news is superficial, salacious, irrelevant, and/or extremely upsetting. I find I’m constantly disappointed. The news needs a total overhaul. —Betsy Fields Smith

Childcare
The process of finding childcare. Every parent seems to reinvent it all over again. —Annette Diefenthaler
Access to Capital
Women entrepreneurs receive about 2% of all venture capital dollars as compared to men. There's a lot of opportunity to reimagine the funding process so that it's more inclusive of women, people of color, and non-US nationals. —Sam Schulman
Winning and Losing
The definition of success. —Ramon Marc

Online Ticketing
You have the ticket price and another $20 in service fees, and sometimes you're required to print out a physical ticket that arrives digitally. Huh? —Miles Holenstein
Life Transitions
Post-job changes, post-move changes, post-high school changes, post-college changes, postpartum changes, post-divorce changes, post-(insert life change here). There’s no blueprint. Help. —Sue-Jean Sung
Hot Dogs
I want them to be healthy. —Michael Hendrix
If your organization would like to work with us to solve one of these problems, you can reach us at octopus@ideo.com.
Illustrations by Jenice Kim
When was the last time you were annoyed by something small? Like the mean, angry noise a chip reader makes when it’s done with your card? Or the mess a pen makes when the cap pops off in your back pocket? Or how deeply, achingly, frustratingly hard it is to tie a water balloon?


It’s Taken Decades for Social Innovation to Become Mainstream. We Can’t Take Decades More to Act.
The next era of social innovation will be defined by cross-sector collaboration, and your business has a role to play
Beyond CSR’s spectacular rise, several other indicators signal a growing belief in the role of business and innovation in addressing societal problems: 88% of millennials say they will only work for values-aligned companies, and Blackrock CEO Larry Fink demanded publicly in 2018 that companies be driven by purpose. Fink calls for a new model of corporate governance:
Society is demanding that companies, both public and private, serve a social purpose. To prosper over time, every company must not only deliver financial performance, but also show how it makes a positive contribution to society.
Larry Fink, Blackrock
That’s the CEO of a company managing $6.5 trillion in assets pushing for the same economic shift demanded by today’s youth: to ensure that innovation serves a social purpose. Mainstream box: check.
But experts are skeptical. In her opening presentation at last year’s Social Innovation Summit, Caroline Barlerin, former Global Head of Social Innovation at Eventbrite, asked, “Is the mainstreaming of social innovation something to celebrate? Is it enough?”
The answer is no. Not enough, not even close. While CSR reporting and growing social innovations are surely positive developments, they also reflect an insufficient response by the private sector, civil society, private philanthropy, and government to today’s global challenges.
Rather than count how many companies have begun to invest in CSR efforts, the real measure of progress is how we’re faring against the challenges of our time. Whether you focus on global climate change, the United Nations’ sustainable development goals, or the health and wellness of the fabric of our society, it’s clear that whatever “mainstream social innovation” is, it’s not enough.
As we enter 2020 and head toward momentous change in the US and the world, we also need to enter a new phase of social innovation. Three important changes will help us get there.
1. From innovations to ecosystems
Just as the complex biological system of a rainforest allows individual plants to flourish, so do complex entrepreneurial ecosystems work to help social innovators succeed. Healthy, diverse, and inclusive ecosystems allow talent, information, and resources to flow quickly. These networks can’t be bought, they have to be built. Andy Stoll, Kauffman Foundation
Today’s societal challenges require vibrant systems of diverse innovators attacking societal problems from many angles. Investment needs not only to support scaling, but also to create the conditions that allow entire fields of innovators to advance. As Managing Director of OpenIDEO—IDEO’s participatory, decentralized innovation platform—I’m inspired every day by the thousands of innovators who we support, a reminder that there’s never been more human energy and creativity directed toward global challenges. After years of leveraging open innovation to create a pipeline of promising concepts and ventures, OpenIDEO now strengthens entrepreneurial ecosystems to address pressing societal challenges collaboratively.
In 2016, OpenIDEO worked with a consortium of partners to introduce the Food Waste Challenge, a program that sought to address the 40% of food that goes to waste in the United States. Rather than selecting a small number of winners, we created the Food Waste Alliance, a virtual network of 80 organizations that proved pivotal to the development of several food waste startups still growing today. Realizing the potential for ecosystems to create greater impact over time, we designed OpenIDEO’s 2018 Early Childhood Innovation Prize to advance an entire sector of innovators in the early childhood development space. After 30 teams of entrepreneurs were selected and received a share of $1 million in grants, OpenIDEO and our partners at Gary Community Investments then launched a virtual accelerator and partner network, which brought together innovator teams and institutional partners to advance winning ideas.
The program eventually transitioned to two new accelerator networks fully dedicated to early childhood innovations, Promise Venture Studios and Futurebound—long-term, ecosystem-building initiatives sparked by the initial open innovation program.
To create breakthrough change, all of us must work together. That means platforms and tools like prizes or challenges that transparently support people to develop their best ideas and collaborate.
Steffanie Clothier, Gary Community Investments
2. From delivery to co-creation
Increasingly, funders and innovators alike are recognizing the need for solutions to be truly rooted in the needs of those they’re trying to serve. In their recent Stanford Social Innovation Review article, The New Practice of Public Problem Solving, Tara McGuiness and Anne-Marie Slaughter note this as one of four major trends:
The relentless focus on what users need and how they experience services brings people into the process of providing feedback for services where they have not traditionally had a voice.
Tara McGuiness and Anne-Marie Slaughter
While the growing interest in human-centered design is a positive step forward, the next chapter of social innovation will require another leap. Rather than just gathering user feedback on potential solutions, the people we design for will increasingly become part of design, implementation and evaluation. As technology makes it ever easier to be more inclusive, it will become unacceptable to exclude or overlook people affected by social innovations. True co-creation facilitates a greater sense of community ownership and more grassroots capacity building.
OpenIDEO has been learning about new ways to innovate alongside the communities we serve. Our 2019 BridgeBuilder Challenge—the third annual $1m social innovation prize offered in partnership with GHR Foundation—sought to better include a group that’s more often a recipient than an active participant of social innovations: displaced migrants and refugees.
We began by partnering with former BridgeBuilder Challenge winner NaTakallam to include people with relevant lived experience in creating the brief. Applicants were also expected to show evidence that the voice and perspective of a person currently or previously experiencing displacement was part of the ideation, process, and project. NaTakallam later helped us hire a group of mentors who have experienced displacement to provide feedback and mentorship for applicants, and to support the evaluation process.
3. From disengagement to connection
In 2016, a Gallup poll reported that employee engagement in the United States had returned to its highest level since 2000, when it began studying worker enthusiasm and interest. That high is disappointingly low: just 34% of our workforce feel engaged in their work. Meanwhile, according to research conducted by Opportunity Knocks in 2011, half of nonprofit workers reported either being burnt out or in danger of burn out. Taken together, these studies reflect a failure to create work that is both inspiring and reasonable. As today’s problems can only be solved by dedicating attention to them, this failure is tragic.
Social innovation can play a central role in better aligning talent to our needs by creating new jobs, helping employees become engaged in issues they care about, and fundamentally reshaping the culture of work. To make this true, a reasonable work-life balance is one obvious need. Less obvious, but perhaps just as important, is a sense of connection—both to purpose and to other people.
- Connection to Purpose: It’s important to remember that individual and organizational purpose are separate, and that understanding and supporting an individual’s purpose is as critical as encouraging focus on organizational purpose.
- Connection to People: Cultures of self-sacrifice, efficiency and competition often impede deep connection with potential allies within teams or sectors. It’s important to combat isolation and loneliness in order to maintain passion for the work.
Once or twice a year, the OpenIDEO team gets out of the office and away from our daily responsibilities for a team retreat. We use the time to look inward to better understand the aspirations bringing us all to work every day and how each of us is connected to a shared purpose.
While the challenges facing social innovators are serious, we have reason to be hopeful: today there are unprecedented levels of energy and creativity going toward improving the state of the world. That energy is humanity’s greatest resource, but it’s too often depleted by underinvesting in the ecosystems entrepreneurs need to thrive, ignoring the creative potential of people with lived experience, and failing to help employees connect to purpose and each other. Building the next chapter of social innovation will require new thinking, practices and tools. It'll take bold action and a continuous commitment to pushing boundaries, not settling for a place in the mainstream.
In 2020, OpenIDEO will continue to explore how the social sector can be advanced and adapted to tackle tomorrow’s challenges. Follow along and join the conversation.
Illustration by Antonio Sortino
The once radical notion of leveraging business to address societal problems has become mainstream. As of 2017, 85% of Fortune 500 companies reported their environmental and social impact—an astonishing 65% increase since 2012. By this metric, the notion of corporate social responsibility (CSR) is verging on ubiquitous.


Our Top 10 Stories of 2019
The stories our readers read and shared most this year
As we wrap up the year, we’re reflecting on the power of creativity to inspire change in ourselves, our work, and the world around us. We've pulled together The Octopus’s top ten most read stories of 2019, each of which offers tips, tools, and mindsets to help you cultivate creativity as a tool to navigate the constant ambiguity facing us in these turbulent times.
And as always, a heartfelt thanks from The Octopus team for stopping by. We can’t wait to see what 2020 has in store.

1. 10 Exercises to Build Your Creative Confidence
Creativity is like a muscle—it can be strengthened with practice. Try these activities from David Kelley & Tom Kelley’s book Creative Confidence to get started.

2. Corporate Innovation Needs a Shakeup. Here’s a Blueprint.
Innovative ideas don’t happen by accident. Check out these tips for creating an environment that fosters innovation from the team behind IDEO’s newest digital tool, Shape.

3. The 3 Mindsets of Great Interaction Designers
Being a successful interaction designer is about more than mastering digital tools—it’s about the soft skills that help you push your designs to the next level.

4. The Best Managers Understand Their Employees’ Emotions—And Their Own
There’s no denying it: your relationship with your boss makes or breaks your experience at work. Here’s how the best bosses create positive emotional environments for their employees.

5. Practice Your Prototyping Skills with These 4 Resources
An old IDEO proverb states, “If a picture is worth a thousand words, a prototype is worth a thousand meetings.” These resources from IDEO designers will help you prototype efficiently, effectively, and creatively.

6. 3 Creative Exercises to Make Change Stick in 2019
We kicked off 2019 with intention, sharing three activities to help you actually reach your New Years’ goals. So, how’d you do?

7. Turns Out Emotions Do Belong in the Workplace—Here’s Why
The definition of professionalism is changing. Here’s why organizations should invest in their “emotional culture” and allow employees to express feelings at work.

8. An IDEO Recruiter’s 3 Strategies for Writing a Better Resume
Planning to start off the new year with a new gig? Use these three tips to help you create a resume that stands out in a sea of sameness.

9. AI Needs an Ethical Compass. This Tool Can Help.
Artificial intelligence is the product of those who create it—biases included. That’s why IDEO data scientists created a tool to help teams design ethical AI solutions.

10. Design an Organization’s Purpose Statement With This Tool
Why does your company exist beyond making profit? IDEO organization designers built a colorful tool to help you arrive at an answer.
2019 was widely regarded as a year of tumult—politically, environmentally, societally. But in the face of it all, 2019 brought us unparalleled human advancement, from Greta Thunberg’s movement of youth-led climate activism to NASA’s first-ever image of a black hole. For better and worse, 2019 kept us on our toes.


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.
How to use AI as an editor, not a writer
Ed White shares how he uses AI as an editor—not a writer—to sharpen storytelling, rehearse ideas, and preserve the productive friction that makes creative work better.
Ed White has a rule he's tested on his own writing: hold yourself as the writer, and let AI be your editor. Ed is a Senior Design Director at IDEO's London studio, where he co-leads the firm's AI portfolio across Europe. Before IDEO, he spent 12 years as a writer and editor at the Financial Times, Wired, and Contagious. So when he talks about when to use AI for storytelling and when not to, it comes from two decades of crafting his storytelling skills.
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.
Building a personal AI for the messiness of life: Sida Li
Becca Carroll talks with Cue co-founder Sida Li about designing a personal AI for the messiness of everyday life—not just work. They explore how Sida stays anchored to human needs while navigating fast-changing technology, product tradeoffs, business-model experimentation, and the realities of building an AI company today.
Most AI products today are built for work—a space with clear problems and established systems. One founder noticed a gap: personal life is messier, harder to systematize, and mostly left behind by the AI boom. So she built Cue, a personal AI that lives inside iMessage and group chats, to go where the other tools haven't.
In this episode, Becca Carroll, IDEO's Chief Strategy Officer, talks with Sida Li, co-founder and CEO of Shared Context Lab, about staying anchored to a human need while the technology around her keeps changing shape, why she treats her business model with the same rigor she'd bring to a product, and what it feels like to build a company at this particular, disorienting moment in AI.
The conversation also gets into how Sida makes design decisions: the language Cue uses to describe itself, the tradeoffs behind building inside iMessage instead of a new app, and a real story about a business idea that didn’t pan out.
This is the second in a two-part series profiling founders from IDEO's Startups-in-Residence program. The first conversation is with Johannes Seemann, founder of Sooner, on designing GenAI for the emotional side of money.
Designing GenAI for the emotional side of money: Johannes Seemann
Designing financial tools around the feelings that shape money decisions.
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.
The curious leader's edge in uncertainty: Scott Shigeoka
How genuine curiosity helps leaders navigate uncertainty with greater confidence.
Mina Seetharaman talks with Scott Shigeoka, author of Seek and Head of Curiosity Cultivation at the Eames Institute, about what distinguishes genuinely curious leadership from performative curiosity, how power dynamics shape curiosity, and why practicing curiosity can restore energy rather than drain it.
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