For the socially-conscious, investing can be a tricky proposition. The same people who wish to vote with their wallets may find that their options for investment funds and 401K plans are rife with companies that violate causes they believe in. So far, there have been few options in the marketplace that give consumers the opportunity to put their money in financial products that not only cut out environmental and social offenders, but actually contribute to the well-being of the environment and society.

Dave Fanger, a financial professional, was determined to design a solution. He approached IDEO to help create a startup venture for socially-conscious investors. Pacific Life, a Fortune 500 financial services company and Fanger’s employer at the time, offered the resources to develop and launch the idea. The online impact investment platform gave consumers the opportunity to invest in high-growth industries that are addressing global, environmental, and social challenges. Swell rigorously screened companies for both impact and performance, so consumers could be confident that their investments were in line with their values.

A holistic approach

Embedded as core team members, IDEO designers worked alongside Swell’s founder to shape the company. In just one year, they went from an initial concept and prototype to an SEC-registered investment adviser with a fully developed business model, a digital platform with initial investors, and well-defined branding that set the look and feel of the values-driven company. The IDEO team helped to hire the initial team of employees, working to ensure that the fintech startup would have the creative talent it needed to operate post-launch, as well as a defined culture that would help it grow.

A new investment platform

From the outset, it was important for the team to build an innovative, digitally-fluent, and customer-centered platform to make it easy for investors to back causes they care about. Working in close collaboration with software development partner Carbon Five, Swell and IDEO committed to act nimbly, take risks, move fast, and ditch decks for prototypes. Understanding the motivations of the investor—their values and what drives their investment decisions—was key, so the team leveraged IDEO’s network to form a consumer council, which helped to quickly iterate and refine prototypes throughout the duration of the product development process. Having that core group involved every step of the way made it easy for the team to keep consumers at the center of the design and validate key decisions quickly.

Swell offered consumers portfolios of companies that work to solve some of today's biggest challenges. The six impact portfolios offered were: green tech, renewable energy, zero waste, clean water, healthy living, and disease eradication.

As of June 2019, Swell had attracted over 15,000 investors⁠—more than half under the age of 34⁠—and $35 million AUM. Nearly 40 percent of investors were making investments on a recurring basis.

Learning to code isn’t just about knowing symbols and syntax—it can help unlock kids’ imagination by inspiring them to build new things and interact with everyday objects through discovery and play.

With that in mind, Google Creative Lab came to IDEO to help with user experience and product design on their new coding tool for children. The result of the collaboration, Project Bloks, is a simple and interactive experience that teaches kids how to code using physical blocks. This establishes a new paradigm for learning computer science: it takes a language typically only understood through screens and keyboards, and makes it tangible.

Project Bloks was also designed as an open hardware platform, enabling developers and educators to build tangible programming applications that are innovative, educational and fun.

Kid-centered design

From the very beginning, how kids physically play and learn were at the center of the project. Designers quickly iterated using sketches, foam core, paper, Play-Doh, and 3D-printed models to see how slight changes informed children’s experiences. Understanding what deepened kids’ engagement, increased their curiosity and changed their behaviors drove the language, taxonomy, architecture, and physical form of Bloks.

Because play and physical building is an important way in which many kids develop skills, designers began with a set of blocks and sought to help them discover coding through tangible objects. Each block was given a specific function and shape, guiding kids to arrange, combine, and rearrange the blocks to create commands and control things like robots or speakers in the real world. Children could also create block patterns together by physically building on each other’s ideas.

An inside look at the design process. Video by Google.

Designing for early learners also forced the team to rethink how a new language could be taught. An early version of the blocks was based on how programmers typically code, from top to bottom. However, the team quickly realized that the orientation had to be driven by the child’s natural instincts. Given young children are just learning to read from left to right, designers observed that the switch in directions was too confusing and changed the arrangement of Bloks commands to go left-right in addition to top-bottom.

The final outcome of Project Bloks was an interactive coding kit comprised of three key parts - pucks, baseboards and a brainboard. The puck is a critical component that controls a command, whether it’s an on/off switch or the ability to move in a particular direction. It’s the piece that enables children to move from words to the world of graphics and play. The puck is easy to produce and can take an unlimited range of forms and functions, enabling the Bloks system to scale.

The baseboard reads the puck’s instruction and is activated when a puck is placed on top. The brainboard provides the power and connectivity. When hooked up to a baseboard or a chain of baseboards, the brainboard sends the instructions—turn left, jump, get louder—to a connected object, like a rocket or a speaker.

The boards can be rearranged, sequenced, and packaged however kids like, opening up a vast realm of possibilities. Children can code anything from a toy robot drawing a shape on a piece of paper, to a sensor turning on a fan when the temperature gets too high.

Enabling innovation for education

Beyond a tangible coding kit, what makes Bloks unique is that it’s an open platform. Educators, developers, and designers can build on it to accelerate new ways of teaching and exploring tangible programming. The platform can fit into various curriculums around the world. The pucks can take on different shapes and graphics. The material used can be fabricated by 3D printing.

The Bloks platform is a new vernacular that allows kids to interact with the language of code in a way that’s less prescriptive and more open-form, like a sandbox. And the more kids play with Bloks, the more opportunities they discover for what they can create with a little bit of code.

For students who are the first in their families to pursue higher education, navigating college can often feel like navigating a foreign country. Challenges like not having enough money or poor access to support services can make graduating an insurmountable hurdle. In fact, only 55% of these students in the United States end up completing their degrees.

To help change this statistic, IDEO partnered with Beyond 12, an organization that provides personalized, virtual coaching to first-generation college students to help them learn how to register for classes, apply for financial aid, and much more. The challenge was to scale Beyond 12’s successful coaching model using technology in order to benefit as many students as possible.

In 2014, IDEO designed the MyCoach app, with the goal of helping students take ownership of their education and feel in control of their future. After the early version of the app was named as a finalist in the prestigious Robin Hood Foundation College Success Prize, Beyond 12 piloted the product with 3,500 college students across the US. Following the pilot, Beyond 12 and IDEO went back to work, using the resulting insights and data to design the next evolution of MyCoach.

First and foremost, IDEO sought to develop a more flexible model for Beyond 12 to enable scalability of the offering. As some students need more support than others, a blended business model was envisioned to recognize the spectrum of students’ needs. Engaging in-app content forms a supportive layer that helps students get organized, stay on track, and learn the skills they need to stay in college, while students who need more hands-on assistance can connect directly with coaches. An invisible data layer works behind the scenes to assess student risk and dynamically tailor student support throughout the school year.

Once the app’s model was solidified, creating a user experience that compels students to use it became essential to its efficacy. Growing up with technology has reshaped how many students engage with the world, and tools like Snapchat have set a new dynamic for participation. Youth today are the masters of their own digital worlds, fluidly jumping between conversations, engaging with stimulating content and contributing their own perspectives. As a result, MyCoach needed to speak students’ language and to create content that was authentically youthful and effective in order to be effective. By drawing inspiration from popular social sites, digital experiences and games, the team designed a user experience that keeps pace with a digitally native state of mind.

IDEO Designer, Isabela Sá explains the approach that led to MyCoach’s design and content strategy, “We created an app that makes no distinction between content and utility. We borrowed the content-first approach of social apps like Snapchat and Instagram and used it to teach students the skills and strategies they need to graduate. With that, the digital experience became more human. The intricate system that we had designed to power the whole thing was hidden below the surface. For students, the app was just the means to learn how to help themselves and get in touch with a coach when they needed one.”

Development is underway for the next version of MyCoach, which will allow Beyond 12 to scale its offering to reach exponentially more students in need.

Coca-Cola is one of the world's most iconic brands. More than 5,000 people work at its global headquarters in Atlanta.

Back in 2010, Coca-Cola found itself at a major crossroads. As the company grew, it became clear that in order to stay competitive, any kind of campus renovation would have to take into account a vision of the future of how people work at Coca-Cola. Before the company hired architects, they came to IDEO to help design this important part of their 2020 vision strategy; ultimately the redesign would change the way the company works, plays, and profits.

Imagery courtesy of Coca-Cola, Gensler, and IDEO

The next time you enter a theater, take special note of the black curtains hanging onstage. I can almost promise they’ll be there. Short ones above the stage (called “trim”) obscure the overhead lights, while long ones on the side (called “legs”) hide the backstage performers. Black curtains are a set designer’s secret weapon.

Theater strives for suspension of disbelief. It’s the reason we cry when Romeo and Juliet kill themselves… even though we know the actors aren’t really dead. (They’re not even Romeo and Juliet, for that matter.) It allows an audience to imagine the world of the play far beyond the elements we see in front of us. In our heads, the vivid and colorful streets of Verona extend well behind the black curtains that frame the stage. And all the set designer had to do to create that illusion was hang some fabric.

Designers need to stop making slide decks and start hanging black curtains. As projects become more complex, it becomes impossible to represent an entire concept through words, images, and prototypes alone. Truly innovative designs can’t exist in our present world—they change it into something new. Taking cues from theater is one way to help people suspend their disbelief and bring them inside these new ideas. Here are three ways in:

Embrace Set Design

“Space creates behavior” is a mantra used by interior designers. But there’s a step missing in that equation: Space creates new mindsets, and new mindsets create new behaviors.

When we go to the theater, the curtain rises and we get our first glimpse into the world of the play. It’s the moment when an audience is asked to leave the reality of the theater (velvet seats, half-finished wine, smartphones, etc.) and enter an alternative reality crafted by the show.

Boardrooms are not a good place for achieving that effect. If we want people to engage with unprecedented ideas, we need to transport them out of their current reality. It’s absurd to assume that people will think differently when they are sitting in the same chair, at the same table, staring at the same drop-down projection screen they see everyday.

Even simple changes to a physical environment can drastically shift the way an audience (in this case, clients, investors, etc.) will approach a meeting.

Consider:

Lighting—a darkened room creates a sense of possibility and wonder.

The unexpected reveal—bring out a hidden element part-way through the meeting.

Sound—background noise or music helps guide people to an emotional state before, during, and after the show.

Play the Role of Director

Another way to shift a viewer’s mindset is to go at it directly. Direct them, as if they were an actor, and give them a new role to play and a new way to think.

At IDEO, mid-project meetings are often the most crucial point of contact with our clients. In those meetings, they must assess the opportunities we’ve uncovered through research, and decide which ones to pursue. If the audience defaults to their standard decision-making metrics, engineers will choose the most technically-feasible option, while the CFO might choose the most cost-effective path forward. Innovative ideas are difficult to judge in this way, so they can easily be left behind.

But asking these same people to make decisions from a different perspective can open up the room to new possibilities, and create excitement around the more difficult to imagine, yet more innovative ideas.

Here, you accomplish two things. First, by having them embody a new viewpoint, they are forced to drop their default mode of interaction and pick up a new way of thinking. Second, because the exercise feels inherently contrived, it offers participants a mental safety net. It’s not real—it’s make believe. When people let their guard down, that’s often when the real insights emerge.

Think about:

Directed actions—as soon as people are required to do something, they leave the passive audience state.

Physical movement—if people are required to stand up and move around, they automatically engage in a more meaningful way.

Assigning new roles—if people are required to observe and respond as someone other than themselves, they will come at the experience from a position of empathy.

Be a Reviewer

Anytime you engage with an unprecedented experience, the take-aways are not always clear. In the world of theater, new audience members might walk out of a show thinking, “I loved it!” or “I was bored!” or “I was bawling, but I’m not totally sure why.” A good theatrical experience should elicit some type of emotional reaction from the audience, but people may not have the necessary vocabulary to analyze it. Good reviewers can help translate the experience for the rest of the world and direct attention to what is important or meaningful.

In design, crafting the takeaway message becomes a crucial exercise. It’s important to tell people how ideas and concepts can translate back to their real-world experience. If the most brilliant concepts can’t be understood beyond the context of a highly theatricalized presentation, there’s no way it will ever have impact in the world.

Consider:

A summary—what's the essence of what they just experienced?

Analysis—what's the deeper meaning or purpose this connects to?

Drafting a plan—what actions should take place as a result of the experience?

Innovation is a tricky business. As designers, we are tasked with creating unprecedented experiences that help shift the world into the future, yet we are stuck discussing them in the present. Creating innovative work is not enough. We must create innovative ways of sharing that work to help audiences suspend their disbelief and imagine the future that might exist.

Illustrations by Megan Crabtree.

Two things are required for design success: the right idea, and the ability to convince people of its value. In recent years, designers have become more interested in storytelling to make the case for their solutions. I'd like to take that method a step further, by embracing theater.

As a little kid, I always loved drawing, but I didn’t actually get serious about art until high school. At first, I was just doodling on my homework and in my notebooks in my spare time, but by my senior year I thought it would be cool to set a deadline, and complete a sketchbook front to back in one year. It was a good outlet for my stressed and angsty teenage self. The first one took a while—definitely more than a year—but after completing it, I was hooked.

In a way, these notebooks act as a diary for me—I remember where I was mentally and emotionally for each drawing. Over time, my work has become a lot less about how angry I was that day, and more about colors, patterns, and shapes.

I like to draw simple lines and shapes, and for each composition, I typically just wing it. I’m sure there’s a meaning to whatever I’m drawing, but when I’m working on it, I’m actually not thinking too hard about it. It’s all stream of consciousness. I draw to de-stress and because it’s fun.

I ended up creating this bald, baby-like thing to represent a person or a feeling I was having. A lot of people have told me they can relate to my work, and I think it’s because of that character. It has no real defining features other than looking vaguely human, so a lot of people can put themselves in its shoes. I often get asked if it’s a boy or a girl or this or that, but it really doesn’t matter what it is.

As for the others, the only character that has a specific role is the little angry-looking black blob I draw from time to time. Originally, it showed up inside other character’s bodies as a stomach. I had a lot of stress-related stomach issues, and whenever I was feeling particularly bad, I’d draw it into a piece. I’m not great at telling people I don’t feel well, or that something is wrong, so my sketchbook is a good outlet. Recently I’ve just been hiding it around in parts of drawings for no particular reason.

People also ask me about my fish—they seem to be one of my more popular elements. I don’t actually have a particular fondness for fish, I just really love drawing patterns and their scales are the perfect platform.

I started posting each drawing to Tumblr just so I could see the development of my style. Now, it has more than 26,000 followers, which is crazy. Even though it’s super flattering to get such a huge response, I still have no interest pursuing illustration professionally. I draw because it’s fun.

Over the years that I’ve been doing this, I’ve learned that sometimes, you just have to stop talking and start doing. Actually forcing myself to set goals and do the work even when I didn’t feel motivated has been intensely rewarding. Not every drawing I make has to be good, and not every sketchbook is going to be finished within a year—I actually missed my 1/1/17 finish deadline. But my current sketchbook is some of the best work I’ve ever made, and I’m very proud of it—even though I’m only halfway finished.

From the moment we noticed industrial designer Felicia Chiao sketching her latest masterpiece between meetings, we (and our Instagram fans) were hypnotized by her bold colors, intricate patterns, and subtle textures. In this installment of What’s in my Moleskine, we invite you to dive into the dreamlike world Felicia has built in her sketchbooks—we guarantee you'll be hypnotized, too.

1. How hydrated are you?

I pulled this April Fool's prank on the Palo Alto office a few years back. People remarked that it was surprisingly useful and actually led to behavior change. — Albert Leung, IDEO Palo Alto

Tech and design firms love pranking and poking fun at themselves—some of our favorites from years past include Google's self-driving bicycle and Mark Zuckerberg's collaboration with H&M, including a "collection pack" of seven gray t-shirts and one pair of jeans.

2. Homecoming surprise

Back in 2012, I decided it would be fun to "redecorate my roommate's bedroom while she was away for work. It took 18 hours and 76 rolls of Saran Wrap to pull off, but every aspect of her life was covered in bright plastic wrap when she returned. I may have gone a bit over board: Each shoe was wrapped individually, then as a pair; I wrapped each piece of makeup, then wrapped them all together in a group; each thing on her wall was wrapped and rehung; every single book and article of clothing in her closet was accounted for. I honestly think—and I say this in a non-sarcastic way—that pulling this off was one of the things I'm most proud of in my life... which may say something about me. —Adam Moulter, IDEO Cambridge

3. Fluffy biscuits

When I was a kid, my parents made homemade buttery biscuits for us on April Fool's Day. The catch was they embedded cotton balls in the center. When we bit in, we got quite a mouthful!
—Sarah Buchanan, IDEO Palo Alto

4. Puppy love

April Fool's Day is a well-observed holiday in my household. Last year, I put this ad up on Craigslist in three different cities with my father's and two brothers' phone numbers. They received upwards of 100 phone calls and texts (each!) within the hour. —Em Havens, IDEO San Francisco

5. Not-so-current events

My mom was a prank legend in our house. April Fool's Day was a standard spectacle. She had a simple guiding principle for her pranks: Prank them early in the morning before they realize what day it is. One year, my dad, who routinely read the morning paper before work, was sitting with his coffee flipping through the day's events. My mom could hardly contain herself, but Dad didn't quite catch on. When he got to the business section, he suddenly said, "That's odd, I thought the markets went down yesterday and this says they went up." Mom burst out laughing—she had saved last year's April 1st paper for an entire year!
—Chris Waugh, IDEO Alum

Designers love a good side project—Halloween costumes, fancy proposals, Rube Goldberg machines—and April Fool's pranks are no exception. Check out some of the over-the-top pranks IDEO designers have pulled on their friends, family, and coworkers—and steal an idea for yourself!

Name: Farzad Azimpour, MD
Location: Palo Alto
Role at IDEO: Director of Health (biodesigner and cardiologist). I develop new medical technologies with a specialized team in the Design for Health group. We cover everything from biometrics and robotic surgical devices to future healthcare delivery systems, and anything else that hinges on human interaction and decision-making.
Joined IDEO: 2015
Instagram: @farzad.azimpour
Titillating Fact: I do a lot of “mode-switching,” flipping between totally different roles and mindsets. It's my way of cognitive interval training. One day I’m in the emergency room performing cardiopulmonary resuscitation (CPR) on someone with a drug overdose-induced cardiac arrest, and the next day I’m with an IDEO team interviewing someone struggling with addiction—in their home as the police bang on the door.

1. Hot Thoughts

Austin-based indie-rock band Spoon, aka “rock stars for the thinking person,” is releasing a new album called Hot Thoughts, previewed at an intimate set of performances this week at SXSW. I’ve been listening to them since medical school and find some of my best work comes from a late night tapping my pen and feet to their sonic genius.

2. The Current

Listener-supported Minnesota Public Radio (MPR) produces one of the coolest, most progressive radio services you’ll find anywhere, and they stream it live. This is where I discover new music to get me through the coldest winter months on the road.

3. The American Association for the Advancement of Science (AAAS)

This is one of my favorite resources for the wide landscape of scientific research. It’s where you’ll learn of new micro mechanisms to explain macro systems. Their peer-reviewed specialty journals span everything from cell-signaling and translational medicine to robotics, environment, and space. Out-nerd anyone at the next party.

‍

In this series, we ask IDEO designers to share the stuff they're digging right now—tools, books, music, sites, people, places—so you, too, can drink from the fount of inspiration bubbling up here. This week's guest star: Farzad Azimpour, MD.

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.

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.

‍

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

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

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

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

I 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.