Phase 1 - Foundations
The foundation of behaviour design is deep contextual understanding of the care pathway as well as the people experiencing it. This begins with exploratory research activities that illuminate care journeys, decision points and the driving factors and barriers influencing these key milestones.
At this stage, researchers should investigate and map the workflows where the solution will be implemented. The specific research questions will vary, but in general, the following should be addressed:
- What are the current standards of care?
- When and where are the touch-points between patients and HCPs?
- What are patients and HCPs doing in between these touch points?
- What kind of data is collected and utilised? What level of granularity is needed? What is considered clinically significant?
- What tools are implemented?
- What errors or misuses are observed with existing tools?
- What costs and resources are associated with the pathway?
- What differences can be observed between different segments of the target population (e.g.symptoms, ages, sexes, genders, socio-economic statuses, races, ethnicities and geographies)?
- What pain-points do patients and HCPs experience?
Depending on the use case, different approaches can be pursued to collect this information. While regional standards provide a useful reference (e.g. NICE guidelines), primary insights from representative stakeholders are essential. Ideally, this should include a combination of in-depth interviews, surveys and ethnographic research for a strong foundation of data.
Interviews provide deeper, qualitative insights on the challenges and individual experiences in a workflow, tackling the challenges associated with designing for complex care pathways. Survey questions facilitate larger sample sizes, comparable responses and quantitative data to complement qualitative insights without overgeneralising and ethnographic research allows for the observation of details that may not be explicitly volunteered by participants.
There are likely assumptions that are taken for granted by people who are very familiar with these workflows. A neutral observer can help challenge these and identify opportunities for innovation.
When the relevant workflows are established, the next step is to collect more detailed insights about the users. To ensure a comprehensive approach, the following factors should be specifically investigated upfront. These insights form the basis for applying the COM-B model, developing a holistic perspective on the factors driving behaviours in the care pathway:
- Capabilities: What capabilities are needed in this pathway? Are there physical constraints, cognitive barriers or knowledge gaps that could influence decisions?
- Opportunities: What environments, tools and resources are needed? How accessible are they? What stigmas and cultural norms are present?
- Motivations: What beliefs, habits and emotions influence how people behave?
Collecting these insights through user research requires a journey-driven approach, whereby participants talk through or demonstrate their experiences end-to-end, allowing researchers to make connections between events, circumstances and perceptions. In research interviews, asking directly what motivates someone or what they would find helpful yields reflective responses, meaning it may not reveal automatic habitual influences or core needs. Solution-agnostic and open questioning is more likely to uncover deeper insight, especially when combined with other methodologies (e.g. ethnographic research) where investigators can observe the behaviours that are not overtly acknowledged.