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Health Care Customer Archetypes
Innovating For Key Dimensions of
Customer Need, Want and Aspiration




                                     Michael Eckersley, MFA, PhD

                                     Customer Needs Discovery & Innovation
                                     Congress, Chicago, 13 June, 2007



                                     © HumanCentered 2007, All Rights Reserved
Case: St. John's Health System

                                                          Client challenge:

                                     "Design an innovative, state-of-the-art Primary Care 'super
                                       clinic’ embodying extraordinary qualities of customer
                                                            experience."

                                                     "Create noisy Innovation”




© HumanCentered 2004, All Rights Reserved
American Health Care
                                                       Complex • Fraught of Challenges • Diverse
                                      Broad in Scope • Good Committed People • Long Attention Span • It Matters




                                      Case: St. John's Health System
                                                                               HC
                                                                              System
                                              Lines of Communication
                                                                                                      Employers


                                                               Physicians


                                                                                       Employees
                                                                                        (Insured
                                                                                         Lives)


© HumanCentered 2004, All Rights Reserved
Mental Model Disconnect

                  Health Care System                                            Health Care User

                     Market            Service                                          Anxiety,
                     Trends             Lines                           Knowledge      Confusion
                                                 Insured                & It’s Lack                  Family&
         Health
         Plans                                    Lives                                             Household
                                                                                                    Concerns
                                                   Competition      Physician
   Govt.
Relations &
Regulation                                                        Clinical &                          Physical,
                                                    Physical     Non-Clinical
                                                     Plant                                           Mental Health
                                                                     Staff
 Financial
Performance
                                                 Community             Economic                    Symptoms
                                                  Relations            Pressures
              Industry                                                                Insurance
               Trends              Staff                                              Coverage,
                                Management                                              Costs




  © HumanCentered 2006, All Rights Reserved
Meet "Opal"
                                                  St. John's Senior Archetype




     © HumanCentered 2005, All Rights Reserved
© HumanCentered 2004, All Rights Reserved
Data Points, Touchpoints, and Moments of Truth . . .


                                                               Senior Archetype Continuum




                                                       frail                                robust
             Persistent Archetype Characters
Appointment timing (in general)
                      Avocations, past careers, lost careers
                      Being financially sensitive (fixed income or not)
                      Cassette tape recorders
                      Doctor or staff “going too quickly”
                      Doctors who are willing to say “I don’t know”
                      Finding desirable movies
                      Finding new meanings in life, since retirement
                      Forgetting “till later”
                      Getting lost
                      Keeping busy vs. Getting bored
Senior Touch Points   List-making for the doctor appointment
                      Paperwork and forms
   Individual         Preparing for the doctor visit
                      Pride
                      Private transportation options
                      Public bathroom privacy (going slow)
                      Puzzles and other brain teasers
                      Recliners or very comfortable furniture for longer waits
                      Reminders or forgetting altogether
                      Smith-Glynn bills, billing problems, difficulty reading bills
                      Waiting or leaving (with delays)
                      What was it I wanted to ask the doc?
“I’m here a lot, don’t treat me like a new patient”
                      Caring for peers and those older than oneself
                      Club house and socializing
                      Doctor as “savior” vs. Doctor as peer vs. Doctor as consultant
                      Doctors who listen, take the necessary time, answer questions
                      E-mailing others
                      Extended family relations
                      Favorite clinic staff
                      Grandchild care or sitting
                      Human-to-human contact
Senior Touch Points   I see lots of older people here, but i don’t know any of them
                      Is the doc being straight with me?
Interpersonal         Listening to “our songs”
                      Loneliness vs. Companionship
                      Nobody here really knows me
                      Open posture (doctor and staff)
                      Peer group
                      Pets (and aging)
                      Seeing and/or visiting with children at Smith-Glynn
                      Staff and physicians relations
                      Weekly phone calls with family and friends
                      What can my companion do at Smith-Glynn?
Bathrooms (non-unisex, oversized)
                      Café, restaurant, cafeteria
                      Can’t easily see if my ride has arrived from inside Smith-Glynn
                      Easy in-out regular parking spots
                      Floor texture/material transitions
                      Getting lost in Smith-Glynn
                      Good campus maps and individual facility maps
                      Handicapped parking spots
                      National Avenue “scares me”
                      No cozy space here to sit
                      Not enough seating outside front door
Senior Touch Points   Outdoors and wildlife
                      Plants, flowers, atriums, planters looks nice
Environmental         Post-office
                      Safe sidewalks to Smith-Glynn
                      Smith-Glynn as second home
                      Smith-Glynn entry and exit
                      The city bus isn’t an option for me
                      The city bus route map is confusing
                      Smith-Glynn bus stop feels dangerous
                      Smith-Glynn doesn’t even appear on city bus map
                      Unattractive institutional furniture
                      Wheelchairs and walkers at curbside
                      Where do I put my stuff (coat, materials)?
Ambient room temperature
                      Anxiety regarding health
                      Fasting before appointment
                      Fresh fruit
                      Internet research
                      Juices to drink
Senior Touch Points   Listening to music or TV in the background to relax
                      Medication side effects
     Health           Not ever feeling 100%
                      Soy milk
                      Need three meals a day
                      Toast
                      Yogurt
Meet "Cleo"
                                                  St. John's Pediatric Persona




     © HumanCentered 2005, All Rights Reserved
© HumanCentered 2004, All Rights Reserved
© HumanCentered 2005, All Rights Reserved
© HumanCentered 2004, All Rights Reserved
© HumanCentered 2005, All Rights Reserved
© HumanCentered 2004, All Rights Reserved
© HumanCentered 2005, All Rights Reserved
© HumanCentered 2004, All Rights Reserved
© HumanCentered 2005, All Rights Reserved
© HumanCentered 2004, All Rights Reserved
Meet "Eve"
St. John's 25-40 Women's Archetype
Innovating across multiple mutually reinforcing areas
Design Applications From St. John's The Research & Discovery

                                            1. "Hard Innovations" Physical Site & Facilities (41 design factors)

                                            2. "Soft innovations” are those extraordinary guest services and
                                            resources, unique community features, and deft operating
                                            processes that make a meaningful difference in the experience of
                                            people within the “hard” walls of the clinic environment.

                                               a. “Useful Media & Materials” (reviewing SJHS health plan and
                                               billing materials, print and web marketing communications to
                                               Case: St. John's Health System
                                               recommend specific enhancements) (13 design factors)

                                               b. “Customer/Guest Touch” (reviewing SJHS system
                                               behaviors for clinic scheduling, check-in, queuing, hand-off,
                                               billing, and customer feedback to recommend specific
                                               enhancements) (10 design factors)

                                               c. “Healthful Culture” (reviewing SJHS library, education, and
                                               community relations functions to recom- mend specific
                                               enhancements) (8 design factors)




     © HumanCentered 2005, All Rights Reserved
© HumanCentered 2004, All Rights Reserved
"Test everything against the filters"




     © HumanCentered 2005, All Rights Reserved
© HumanCentered 2004, All Rights Reserved
© HumanCentered 2004, All Rights Reserved
Health Care Customer Archetypes
Innovating For Key Dimensions of
Customer Need, Want and Aspiration




                                     Michael Eckersley, MFA, PhD

                                     Customer Needs Discovery & Innovation
                                     Congress, Chicago, 13 June, 2007



                                     © HumanCentered 2007, All Rights Reserved

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Health Care Customer Archetypes Innovating For Key Dimensions of Customer Need, Want and Aspiration

  • 1. Health Care Customer Archetypes Innovating For Key Dimensions of Customer Need, Want and Aspiration Michael Eckersley, MFA, PhD Customer Needs Discovery & Innovation Congress, Chicago, 13 June, 2007 © HumanCentered 2007, All Rights Reserved
  • 2. Case: St. John's Health System Client challenge: "Design an innovative, state-of-the-art Primary Care 'super clinic’ embodying extraordinary qualities of customer experience." "Create noisy Innovation” © HumanCentered 2004, All Rights Reserved
  • 3. American Health Care Complex • Fraught of Challenges • Diverse Broad in Scope • Good Committed People • Long Attention Span • It Matters Case: St. John's Health System HC System Lines of Communication Employers Physicians Employees (Insured Lives) © HumanCentered 2004, All Rights Reserved
  • 4. Mental Model Disconnect Health Care System Health Care User Market Service Anxiety, Trends Lines Knowledge Confusion Insured & It’s Lack Family& Health Plans Lives Household Concerns Competition Physician Govt. Relations & Regulation Clinical & Physical, Physical Non-Clinical Plant Mental Health Staff Financial Performance Community Economic Symptoms Relations Pressures Industry Insurance Trends Staff Coverage, Management Costs © HumanCentered 2006, All Rights Reserved
  • 5. Meet "Opal" St. John's Senior Archetype © HumanCentered 2005, All Rights Reserved © HumanCentered 2004, All Rights Reserved
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  • 8. Data Points, Touchpoints, and Moments of Truth . . . Senior Archetype Continuum frail robust Persistent Archetype Characters
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  • 19. Appointment timing (in general) Avocations, past careers, lost careers Being financially sensitive (fixed income or not) Cassette tape recorders Doctor or staff “going too quickly” Doctors who are willing to say “I don’t know” Finding desirable movies Finding new meanings in life, since retirement Forgetting “till later” Getting lost Keeping busy vs. Getting bored Senior Touch Points List-making for the doctor appointment Paperwork and forms Individual Preparing for the doctor visit Pride Private transportation options Public bathroom privacy (going slow) Puzzles and other brain teasers Recliners or very comfortable furniture for longer waits Reminders or forgetting altogether Smith-Glynn bills, billing problems, difficulty reading bills Waiting or leaving (with delays) What was it I wanted to ask the doc?
  • 20. “I’m here a lot, don’t treat me like a new patient” Caring for peers and those older than oneself Club house and socializing Doctor as “savior” vs. Doctor as peer vs. Doctor as consultant Doctors who listen, take the necessary time, answer questions E-mailing others Extended family relations Favorite clinic staff Grandchild care or sitting Human-to-human contact Senior Touch Points I see lots of older people here, but i don’t know any of them Is the doc being straight with me? Interpersonal Listening to “our songs” Loneliness vs. Companionship Nobody here really knows me Open posture (doctor and staff) Peer group Pets (and aging) Seeing and/or visiting with children at Smith-Glynn Staff and physicians relations Weekly phone calls with family and friends What can my companion do at Smith-Glynn?
  • 21. Bathrooms (non-unisex, oversized) Café, restaurant, cafeteria Can’t easily see if my ride has arrived from inside Smith-Glynn Easy in-out regular parking spots Floor texture/material transitions Getting lost in Smith-Glynn Good campus maps and individual facility maps Handicapped parking spots National Avenue “scares me” No cozy space here to sit Not enough seating outside front door Senior Touch Points Outdoors and wildlife Plants, flowers, atriums, planters looks nice Environmental Post-office Safe sidewalks to Smith-Glynn Smith-Glynn as second home Smith-Glynn entry and exit The city bus isn’t an option for me The city bus route map is confusing Smith-Glynn bus stop feels dangerous Smith-Glynn doesn’t even appear on city bus map Unattractive institutional furniture Wheelchairs and walkers at curbside Where do I put my stuff (coat, materials)?
  • 22. Ambient room temperature Anxiety regarding health Fasting before appointment Fresh fruit Internet research Juices to drink Senior Touch Points Listening to music or TV in the background to relax Medication side effects Health Not ever feeling 100% Soy milk Need three meals a day Toast Yogurt
  • 23.
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  • 25. Meet "Cleo" St. John's Pediatric Persona © HumanCentered 2005, All Rights Reserved © HumanCentered 2004, All Rights Reserved
  • 26. © HumanCentered 2005, All Rights Reserved © HumanCentered 2004, All Rights Reserved
  • 27. © HumanCentered 2005, All Rights Reserved © HumanCentered 2004, All Rights Reserved
  • 28. © HumanCentered 2005, All Rights Reserved © HumanCentered 2004, All Rights Reserved
  • 29. © HumanCentered 2005, All Rights Reserved © HumanCentered 2004, All Rights Reserved
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  • 43. Meet "Eve" St. John's 25-40 Women's Archetype
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  • 50. Innovating across multiple mutually reinforcing areas
  • 51. Design Applications From St. John's The Research & Discovery 1. "Hard Innovations" Physical Site & Facilities (41 design factors) 2. "Soft innovations” are those extraordinary guest services and resources, unique community features, and deft operating processes that make a meaningful difference in the experience of people within the “hard” walls of the clinic environment. a. “Useful Media & Materials” (reviewing SJHS health plan and billing materials, print and web marketing communications to Case: St. John's Health System recommend specific enhancements) (13 design factors) b. “Customer/Guest Touch” (reviewing SJHS system behaviors for clinic scheduling, check-in, queuing, hand-off, billing, and customer feedback to recommend specific enhancements) (10 design factors) c. “Healthful Culture” (reviewing SJHS library, education, and community relations functions to recom- mend specific enhancements) (8 design factors) © HumanCentered 2005, All Rights Reserved © HumanCentered 2004, All Rights Reserved
  • 52. "Test everything against the filters" © HumanCentered 2005, All Rights Reserved © HumanCentered 2004, All Rights Reserved
  • 53. © HumanCentered 2004, All Rights Reserved
  • 54. Health Care Customer Archetypes Innovating For Key Dimensions of Customer Need, Want and Aspiration Michael Eckersley, MFA, PhD Customer Needs Discovery & Innovation Congress, Chicago, 13 June, 2007 © HumanCentered 2007, All Rights Reserved