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Designing for messy behaviour in a
complex world
Robert Homberger | Strategic Design Director ANZi
Who am I
Designer
Researcher
Strategist
We need to step away from the simple and obvious,
embrace and work through the complexity, to get to
the right solutions
1 | Theor etic al fr amew or ks 2 | Pr ac tic al applic ation
What does c omplex ac tually mean?
Involvi ng a lot of different but related parts
Difficult to under st and or find an answer to becaus e of having many different parts
S o u r c e: C a mb r i d ge D i c t i o nar y
EXAMPLE OF A COMPLEX SYSTEM
EXAMPLE OF A COMPLEX SYSTEM
Large numbers of interacting
elements
1 N
Interactions are nonlinear
2
N
Conditions and systems constantly
change
3 N
Minor changes can produce
disproportionately major
consequences
4
The fundamentals of a complex system
Large numbers of interacting
elements
1 N
Interactions are nonlinear
2
N
Conditions and systems constantly
change
3 N
Minor changes can produce
disproportionately major
consequences
4
Almost impossible to predict what’s next
How do we navigate complexity?
Cognitive Biases
Shortcuts we've inherited through
past generations
Help us to survive
Make things simpler
Boil down the complex into
something usable
Help us remember
Help us act fast
Help us process
information
Provide meaning
Spotify (playlists)
Amazon Go (check-out)
BIAS EXAMPLES
What we see may not always be a true reflection of reality
We don’t look for information that contradicts our information
We don’t often challenge ourselves
CONFIRMATION BIAS
Unordered
Ordered
C o mplic ated
S i mple
C a u se… Effe ct?
P re d icta ble
C o mplex
C h a otic
C a u se… Effe ct?
In h i nds ight o n l y
Ordered
C o mplic ated
S i mple
C a u se… Effe ct?
P re d icta ble
Briefing
Unordered
C o mplex
C haotic
C a u se… Effe ct?
In hi ndsight onl y
Move it
back here
Counter-briefs
Stakeholder interviews
Hypotheses workshop
Unordered
Moving it back to the…
Counter-briefs
Stakeholder interviews
Hypotheses workshop
What’s the business background? What’s
driving it?
Why are we doing this now? Have we tried
before and what was the outcome?
What’s a successful outcome? How do we
measure it?
Who is the target customer?
What do we know about the customer from our
internal data or existing research?
What’s the behaviour change we desire or
require for success?
Counter-briefs
Stakeholder interviews
Hypotheses workshop
Create a stakeholder map
Identify and interview at least 4-6 key
stakeholders
Synthesise the information
Re-scope if necessary with project lead
Collaborative session to create a shared
understanding about our customer
Focus on human behaviour.
Not solutions
Current experience and future experience
Hypotheses used for subsequent research
Counter-briefs
Stakeholder interviews
Hypotheses workshop
Counter-briefs
Stakeholder interviews
Hypotheses workshop Behaviour change
Problem-solving
+
Proposed solution
Better solution
Practical tips for gaining insights that
drive design decisions
Be them Observe them
Get them to trial it Talk to them
RESEARCH METHODOLOGIES
Be them Observe them
Get them to trial it Talk to them
Do it yourself
Get stakeholders
involved
Take detailed notes
Be them Observe them
Get them to trial it Talk to them
1-2 days
Different times of the day
Capture all the context
Be them Observe them
Get them to trial it Talk to them
Recruit people who don’t
do it
Get them to document in
detail
Meet and interview
afterwards
Be them Observe them
Get them to trial it Talk to them
Keep it close to the
action
From broad to specific
No leading questions
Cognitive Biases
Biases are always with us
Some are more prevalent in certain
categories
Combine it with your other research
work
We need to step away from the simple and obvious,
embrace and work through the complexity, to get to
the right solutions
Acknowledge that we are all naturally trying to make sense of the
complexity, by making it simpler, which often happens unconsciously
through our cognitive biases.
Be mindful of your own biases when you set up projects or propose
solutions, you might oversimplify it.
Move projects back into the complex, the unordered world, ask why and
crystallise the problem.
Most of what we design requires behaviour change, therefore, you
need to understand the current behaviour, and then create something
of better value.
We don’t remember past events perfectly,
our memories are less accurate than we think.
Don’t just interview people, get them to do the activity, try to keep it
as close the the action as possible.
Thanks.
Robert Homberger - ANZi

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Rob

  • 1. Designing for messy behaviour in a complex world Robert Homberger | Strategic Design Director ANZi
  • 3.
  • 4.
  • 5. We need to step away from the simple and obvious, embrace and work through the complexity, to get to the right solutions 1 | Theor etic al fr amew or ks 2 | Pr ac tic al applic ation
  • 6. What does c omplex ac tually mean? Involvi ng a lot of different but related parts Difficult to under st and or find an answer to becaus e of having many different parts S o u r c e: C a mb r i d ge D i c t i o nar y
  • 7. EXAMPLE OF A COMPLEX SYSTEM
  • 8. EXAMPLE OF A COMPLEX SYSTEM
  • 9. Large numbers of interacting elements 1 N Interactions are nonlinear 2 N Conditions and systems constantly change 3 N Minor changes can produce disproportionately major consequences 4 The fundamentals of a complex system
  • 10. Large numbers of interacting elements 1 N Interactions are nonlinear 2 N Conditions and systems constantly change 3 N Minor changes can produce disproportionately major consequences 4 Almost impossible to predict what’s next
  • 11. How do we navigate complexity?
  • 12. Cognitive Biases Shortcuts we've inherited through past generations Help us to survive Make things simpler Boil down the complex into something usable
  • 13. Help us remember Help us act fast Help us process information Provide meaning
  • 14. Spotify (playlists) Amazon Go (check-out) BIAS EXAMPLES
  • 15. What we see may not always be a true reflection of reality We don’t look for information that contradicts our information We don’t often challenge ourselves CONFIRMATION BIAS
  • 16.
  • 17. Unordered Ordered C o mplic ated S i mple C a u se… Effe ct? P re d icta ble C o mplex C h a otic C a u se… Effe ct? In h i nds ight o n l y
  • 18. Ordered C o mplic ated S i mple C a u se… Effe ct? P re d icta ble Briefing
  • 19. Unordered C o mplex C haotic C a u se… Effe ct? In hi ndsight onl y Move it back here
  • 20.
  • 22. Counter-briefs Stakeholder interviews Hypotheses workshop What’s the business background? What’s driving it? Why are we doing this now? Have we tried before and what was the outcome? What’s a successful outcome? How do we measure it? Who is the target customer? What do we know about the customer from our internal data or existing research? What’s the behaviour change we desire or require for success?
  • 23. Counter-briefs Stakeholder interviews Hypotheses workshop Create a stakeholder map Identify and interview at least 4-6 key stakeholders Synthesise the information Re-scope if necessary with project lead
  • 24. Collaborative session to create a shared understanding about our customer Focus on human behaviour. Not solutions Current experience and future experience Hypotheses used for subsequent research Counter-briefs Stakeholder interviews Hypotheses workshop
  • 25. Counter-briefs Stakeholder interviews Hypotheses workshop Behaviour change Problem-solving + Proposed solution Better solution
  • 26. Practical tips for gaining insights that drive design decisions
  • 27. Be them Observe them Get them to trial it Talk to them RESEARCH METHODOLOGIES
  • 28. Be them Observe them Get them to trial it Talk to them Do it yourself Get stakeholders involved Take detailed notes
  • 29. Be them Observe them Get them to trial it Talk to them 1-2 days Different times of the day Capture all the context
  • 30. Be them Observe them Get them to trial it Talk to them Recruit people who don’t do it Get them to document in detail Meet and interview afterwards
  • 31. Be them Observe them Get them to trial it Talk to them Keep it close to the action From broad to specific No leading questions
  • 32. Cognitive Biases Biases are always with us Some are more prevalent in certain categories Combine it with your other research work
  • 33. We need to step away from the simple and obvious, embrace and work through the complexity, to get to the right solutions
  • 34. Acknowledge that we are all naturally trying to make sense of the complexity, by making it simpler, which often happens unconsciously through our cognitive biases. Be mindful of your own biases when you set up projects or propose solutions, you might oversimplify it. Move projects back into the complex, the unordered world, ask why and crystallise the problem.
  • 35. Most of what we design requires behaviour change, therefore, you need to understand the current behaviour, and then create something of better value. We don’t remember past events perfectly, our memories are less accurate than we think. Don’t just interview people, get them to do the activity, try to keep it as close the the action as possible.

Editor's Notes

  1. Good morning everyone. How is everyone? First of all, thanks for coming. My name is Robert Homberger and today I will talk about ‘Designing for messy behaviour in a complex world’.
  2. Almost 15 years ago I stepped on a plane in Munich, flew to Melbourne….and then kind of got stuck here. It’s not hard as you know […]. Since I arrived I have consulted and worked for many large organisations here in Australia from Telstra, to TAL, CBA and now ANZ in Melbourne. Most of my work was in the research, innovation, and design space. At the moment I work at ANZi and lead a team of designers across different projects. ANZi is a fairly young business at ANZ […] we are the New Business Innovation Lab and Venture Capital arm of ANZ - building and investing in new businesses. It’s a pretty exciting time, and it’s a great team. [click] At heart, I’m a Designer, Researcher, and Strategist. Before I start I’d like to find out who’s here…show off hands: Any designers here? Product Owners or Managers? Developers? Anyone from start-ups? Anyone from overseas? Great, what a mixed crowd. But, let’s get back to the presentation. Today I will deep dive and connect 2 topics: Human behaviour & Complexity.
  3. Topic 1 is Human Behaviour I want talk about us, humans, our often irrational behaviour and how we make decisions [PAUSE] … I was looking for a picture and when I came across this one, I knew that was it. There is so much going on, so much symbolism [PAUSE] … What is driving this person? I’ve got so many questions…for me it perfectly depicts the depths of human behaviour.
  4. Topic 2 is Complexity I want to focus on our increasingly complex and fast changing world. We are in a period of rapid change, from an economic perspective, the exponential growth of new technologies, threats to the environment and society in general. They are big macro trends, and they have an impact on the work we do, and on our behaviour.
  5. We need to acknowledge that we operate in complex environments, and to deal with all this complexity, we simplify things, sometimes even oversimplify. Underlying these 2 topics, human behaviour and complexity, I want to pose one argument today [click] We need to step away from the simple and obvious, embrace and work through the complexity, to get to the right solutions. [click] The first part of the presentation will draw on some theoretical frameworks around complexity and human behaviour, and in the second part I will demonstrate how they apply to our work.
  6. Complex is a big word…I want you to take a moment and think about it. What does it mean? When was the last time you dealt with something complex? Here’s how the dictionary defines it: [click] Involving a lot of different, but related parts [click] Difficult to understand or find an answer to because of having many different parts Complexity comes to live much better, as everything else, when we move away from the theoretical construct and provide real examples. I want you to close your eyes and listen for a few seconds…
  7. [click] [Play rainforest sounds] [click] [Show rainforest] Open your eyes please. What noises did you hear? Where were you? Yes, that’s the rainforest. My wife and I went on our honeymoon to Central America and spent most of our time in Costa Rica, and most mornings we woke up to this incredible loud noise. I can highly recommend going to Costa Rica. But why do I talk about the rain forest?
  8. [Rainforest image, no sound] It is the perfect example of a complex system. There are so many things going on: a species becomes extinct, weather patterns change, a project reroutes a water source, the rain forest is in constant flux. Let’s look at the fundamental elements of a complex system.
  9. [click] Involves large numbers of interacting elements [click] Interactions are nonlinear [click] Conditions and systems constantly change: The system is dynamic, the whole is greater than the sum of its parts [click] Minor changes can produce disproportionately major consequences Though a complex system may, in retrospect, appear to be ordered and predictable, the external conditions and systems constantly change…
  10. … and it’s almost impossible to predict what will happen next.
  11. The rain forest is just one example. The world around us gets more complex, our work gets more complex. How do we navigate through the world? How do we approach projects and problems we need to solve? How do we deal with all this complexity?
  12. Cognitive biases help us dealing with it. Quick show of hands…who has heard about cognitive biases and heuristics. Keep your hands up. If I asked you now who could give me an example of one. Keep your hand up. [Let someone talk about one]. [click] Cognitive biases are shortcuts we've inherited through past generations. [click] They are designed to help us to survive, [click] to boil down the complex into something usable and actionable; [click] ultimately, they help us make things simpler.
  13. Nearly 200 cognitive biases affect our decision-making. Buster Benson, a marketing manager at Slack, decided to organize 175 known biases into a giant codex. Benson grouped them into four larger categories. I’ve re-framed them here slightly, and made them, a bit more action-orientated: [click] Help us remember [click] Help us act fast [click] Help us process information, and… [click] Provide meaning According to Benson, "Every cognitive bias is there for a reason — primarily to save our brains time or energy." There are many biases around. I’d like to briefly highlight 3 biases which are important when it comes to design, but by no means the only ones…
  14. [click] Sunk Cost Effect: We’re reluctant to pull out of something we’ve put effort into; Spotify is a great example. Once you’ve created your playlists you’re less likely to change provider and more likely to upgrade. Another example I can think of are online shopping lists. [click] Peak-end rule: Experiences are mostly judged by their end or peaks… Amazon’s new retail experience Amazon Go is a great example. No more lining up or scanning items at the check-out. You just walk out. How good is that? Now let’s have a look at a short video that explains the third bias I want to highlight. The confirmation bias. Play video, next slide.
  15. There are 3 things I want to focus your attention on… [click] What we see may not always be a true reflection of reality [click] We don’t look for information that contradicts our information [click] We don’t challenge ourselves The confirmation bias is a dangerous one, and this bias often has a large impact how work gets done in organisations. Let’s keep this in mind.
  16. Has anyone seen this before? Quick show of hands please. [wait and ask] The Cynefin (KUN-iv-in) framework is a complexity framework used to help with decision-making. It was created in 1999 by Dave Snowden when he worked for IBM. It should allow managers to see things from new perspectives, deal with complex concepts, to address problems and opportunities. I don’t want to go into detail on the model as I wouldn’t do it justice. I met Dave once and I have a lot of respect for him. The model will help me to illustrate how I approach projects. So, let’s remove all the noise.
  17. There are 2 main domains: Ordered and Undordered. [click] In the ORDERED domain, a relationship between cause and effect exists. It’s predictable, we can apply best practice or good practice. [click] When it comes to the UNORDERED domain, cause and effect are only obvious in hindsight, there is no causality. I want to focus on the ORDERED world for now.
  18. We are often briefed as if the project operated in the ORDERED DOMAIN. When we design, when we work on delivering features or products, we usually work for someone. So, that someone we deliver the work for has certain ideas and I’m sure everyone has been briefed on “Can you please design and ship feature x for me” or “Can you please fix this part in the process” with the hope that this will solve a bigger problem. Who has either given that directive or been given that directive…SHOW OF HANDS PLEASE. Yes. I thought so. This is where we come back to the confirmation bias we just discussed. Our stakeholders are acting out of their personal preferences, they are not necessarily looking for us to challenge them, some of you want the team to deliver, and not start to question the intent of the project. This is not just coming down the confirmation bias, most larger companies have an emphasis on fast delivery, not on discovery phases that try to explore further, and crystalize the problem, ask why. So, if we believe it’s not that simple…what should we do?
  19. LET’S MOVE IT BACK TO THE COMPLEX, TO THE UNORDERED DOMAIN. And just a quick note. Some projects operate in the ORDERED domain, where we know that x will deliver y. But a lot of strategic projects are very complex. How do we bring it back to the complex?
  20. Opher Yom-Tov, our Chief Design Officer at ANZ, talks about going through the fog, until finally things become clearer. The fog in my mind is the UNORDERED DOMAIN, where complex resides. We need to embrace the fog, the ambiguity and make our way through it. There’s no way around. Here are some tips how to move projects back into the complex.
  21. There are 3 main techniques I have used in the past to re-scope work and move the project from a solution mindset to a more customer-centred mindset. Counter-briefs Stakeholder interviews Hypotheses workshops I will go into a little bit more detail around each of those.
  22. A counter brief is basically a brief with a number of questions that seek more context around the background of the project. They are not any crazy out-there questions, they are questions I expect anyone of my designers to be able to answer. Some of the key questions are: [click] - What’s the business background? What’s driving it? - Why are we doing this now? Have we tried before and what was the outcome? - What’s a successful outcome? How do we measure it? - Who is the target customer? - What do we know about the customer from our internal data or existing research? - What’s the behaviour change we desire or require for success? There are obviously a few more questions but they are really the key ones. What am I not asking here? I’m not asking about the output, the features, the proposed solution. Because if we gather all the information above, we should try to define the best solution and it might be different, than the original one that was proposed.
  23. Stakeholder interviews are something most of us are aware of, have done themselves or been the subject of the interview. This interview is a more thorough version of the counterbrief, as you should use a similar line of questioning to understand from all your main stakeholders what we’re driving with the initiative. [click] The first exercise is to define who your key stakeholders are, something we call Stakeholder map, and then spend a good 30 minutes with every single one of them, take thorough notes, ideally have a partner with you. And once you’ve spoken to everyone, synthesise the information and discuss with your team. We once were briefed on a project and we did around 6 interviews, we realised that there is much more going on that what we were initially briefed on. We then went back to the main stakeholder and re-scoped the work.
  24. I started introducing Hypotheses Workshops at the start of projects while working in the Human Centred Design team at CBA. The intent of the workshop is to gather all existing information about the customer in a human-centred, collaborative way to get some more richness and context around the behaviour change that we desire and the challenges we’re dealing with. [click] Again, it is key to have all the Senior stakeholders in the room as the outcome of the session would often help frame the opportunity better. Basically, everybody got some homework and had to write a number of hypotheses around certain behaviours. For example, people had to think about ‘what’s driving behaviour x’, and ‘what’s stopping behaviour x’. So, let’s just assume that we want businesses to deposit money at the ATM instead of going to the counter. We need to understand and analyse what’s driving the behaviour (i.e. drivers) and what’s stopping the new behaviour (i.e. barriers).
  25. So, what do counter-briefs, stakeholder interviews, and hypotheses workshops help us with? They help change the focus from solution (click 1) to (click 2) a stronger focus on problem solving and behaviour change. We will spend more time exploring and questioning the world around us, defying the strong confidence bias…but ultimately, (click 3) this will help us design the right thing.
  26. Now that we have set up the project for success let me give you some practical tips for gaining insights that drive design decisions. What do I mean by research? Research is not just talking to users…Research is getting closer to the understanding of existing behaviour. How do we get closer to the existing behaviour?
  27. Let’s use Self-check-in at airports as an example. What could we do to gain better insights? We want to understand the actual experience but we need to understand all the context around it as well, such as what’s happening before, what’s happening after, [click] and a clear understanding of the user. You can approach that in a few different ways, you can… ‘be them’, ‘observe them’, or ‘get them to do trial it’ and ‘talk to them’. Whatever you do, we know from scientific experiments that our memories are less accurate than we think. Our memories can be contaminated by outside forces, internal biases, and even our own thoughts, so the closer to the action, the better.
  28. Let’s be them first. [click] That is pretty straight-forward. If you’re designing or improving a service that currently exists, you just do it yourself. To capture the information accurately I recommend to take a notepad and write down every little detail of the interaction. Also, make sure that you get other people involved as well, such as your stakeholders.
  29. Observe them. [click] I prefer to spend a couple of days observing people as time of the day might change the behaviour, you might have more business travellers in the morning and more leisure travellers throughout the day. Stand in enough distance that people don’t notice you and make sure you take detailed notes. Make sure you capture the context, particularly the type of user, for example a family, single person, you get it. Context matters.
  30. Get them to trial it. This is one of my favourite activities. [click] Recruit a bunch of people that currently don’t do the behaviour that you want to encourage. Then incentivise them to do this new behaviour. Get them to document it in detail, same as you would do. It’s best to give them a diary with the questions you need them to answer. Then meet them a few days later to discuss the experience focusing in on what they would do in the future. This exercise works best when it’s a frequent activity, let’s say depositing money, to allow them to do it more than once. Might be a bit harder when it comes to flying but maybe you can set up a lab environment that reconstructs the experience?
  31. Talk to them about it. I often run a traditional face to face interview very shortly after they have done the activity. If you’re running a traditional interview there is a few things to consider… [click] Keep it closer to the action - the fresher the recollection is, the better When recounting events get them to go from broad to specific Drawing it or acting it out can stimulate their memory And, try to avoid leading questions. Many researchers have conducted studies showing false memories can be implanted into someone's mind by asking suggestive, leading questions.
  32. Let’s come back to the Cognitive Biases we discussed earlier. Remember they are always with us. They are a great starting point to look at behaviour. Some are more prevalent in certain categories. And it can be very effective to combine them with your insights from other research work.
  33. Let’s come back to the original argument I posed: We need to step away from the simple and obvious, embrace and work through the complexity, to get to the right solutions. I’ve got 6 points for you to take away…
  34. [click] Acknowledge that we are all naturally trying to make sense of the complexity, by making it simpler, which often happens unconsciously through our cognitive biases. [click] Be mindful of your own biases when you set up projects or propose solutions. [click] Move projects back into the complex, the unordered world, and crystallise the problem (if required).
  35. [click] Most of what we design requires behaviour change, therefore, you need to understand the current behaviour, and then create something of better value. [click] We don’t remember past events perfectly; our memories are less accurate than we think. [click] So, don’t just interview people, get them to do the activity, try to keep it as close the the action as possible.
  36. Hope the fog has cleared for most of you. Thanks.