Co-op health: running a design sprint across disciplines

Last week we launched an app that helps people view, order and manage their NHS repeat prescription from their phone. We want to make prescription ordering easy and convenient for people by providing self-service, simple collection and delivery options, and transparency throughout the process.

The app is very much a first version that we’ll continue to test with users and iterate on.

However, we think this is a good opportunity to talk about the work we did on a feature that we hope to add to the app soon.

Trying out a 5-day design sprint

As with many big, traditional organisations it can sometimes be difficult to move at pace within the Co-op. Design sprints can be useful to answer critical business questions quickly so we thought we’d give it a go. We got a group of designers, researchers, engineers, pharmacists, product managers as well as subject matter experts together for 5 consecutive days to build a realistic prototype. Having the relevant people in the room who could make decisions on behalf of their area of expertise was essential.

Design sprint: booking medical appointments

During the design sprint we were looking at how people book an appointment with a medical professional.

Together, we spent a day on each of the following tasks:

  1. Defining the challenge.
  2. Sketching ideas that might help us solve the challenge.
  3. Choosing an idea to take forward, then storyboarding it.
  4. Designing a prototype of the chosen idea.
  5. Putting the prototype in front of users and listening to feedback.

Day 1: Defining the challenge

The first day allowed us to reframe the problem we were trying to solve. So, our week-long sprint goal was to build a simple, intuitive app for booking appointments for anyone registered with a GP in England. With this in mind we created ‘how might we’ questions, and turned problems into opportunities by asking questions such as:

  • How might we help people get the help they need, more quickly, so they can lead happier and healthier lives?
  • How might we be open and transparent about the process of booking appointments?
  • How might we update people about their appointment?

Working in this way encouraged everyone involved to see the bigger picture. It helped us think about our end goal and why we want to achieve it. Zooming out like this also helped keep us on track for the rest of the sprint when there’s a focus on detail.

Day 2: Sketching ideas

photo of team sketching on day 2

When it came to sketching out ideas for possible solutions to the ‘how might we’ questions, we used the ‘4-part sketch method’. It guides team members through note-taking and generating 8 rough ideas through to a ‘solution sketch’ – something slightly more carefully thought-out. Importantly, it asks that people work alone at this stage.

We found this really beneficial because when you’re working with people you don’t necessarily often work with, it can be intimidating. Working alone and then sharing ideas anonymously avoided extraverts and ‘leaders’ grabbing the most air time and encouraged more confident participation from quieter team members because they knew their ideas would later be seen and heard.  

The solution sketches included chatbots; statistics dashboards and smart reminders as well as the use of video to explain complex processes and ideas that use artificial intelligence.

The next step was to choose which of these ideas we’d take forward into the rest of the sprint.

Day 3: Choosing and idea and storyboarding

photo of storyboards - lots of post it notes

On decision day, we put the solution sketches on the wall for everyone to see. The ideas were so wide-ranging which shows the importance of including colleagues from different business areas. It highlighted that we all have different priorities, but explaining our sketch solutions helped everyone understand where those priorities come from.

Using stickers, we flagged anything that aligned to our sprint goal which made it easier to see where or if we could merge different ideas. We then did a ‘speed critique’ which involved an impartial person talking through an idea that wasn’t theirs – it helped make sure everyone’s ideas were viewed equally.

Settling on one idea

photo of the chosen idea's storyboard

After a vote, the team decided to combine ideas around organising different types of appointments, smart reminders and linking repeat prescriptions and appointments. This is what we’d take forward to prototype, but first we created a storyboard –  a visual map of the user journey.

Day 4: Prototyping

photograph of 4 of the team prototyping

The next day we brought the storyboard idea to life by creating a working prototype. Working in this way allowed us to quickly create something which we could place in front of users the following day to get their feedback.

These images show how reminders might work in the app.

screenshot of the reminder in the app prototype

Day 5: Getting feedback from users

photo of user research participant's hand and mobile phone using the app prototype

On the final day of the sprint we put the prototype in front of potential users. We held 5 sessions in the Federation user research lab, and we visited 1 participant who had accessibility issues in their home.

Here are some of the things we learnt from the research:

  1. People don’t just manage their own health, they book appointments for children, parents or grandparents too.
  2. A big pain point in the process of making an appointment is waiting (particularly waiting on the phone for half an hour) Any way we can reduce the time spent on managing / booking the better.
  3. People often have a preference about things like whether they see a male or female doctor, or their appointment time (for example, on their lunch break). Allowing people choice is important.
  4. People were very positive about appointment reminders. They felt they helped them manage their health better.
  5. Our service needs to be reliable with no technical issues. If there are issues a person is less likely to use a service like ours again and revert back to non-digital methods.

What’s next

We’ll be feeding what we’ve learnt back into the design process and improving the prototype. Now the app is live we’re also gathering customer feedback & seeing what the pain points are we need to work on next.

And we’ll continue to work closely with stakeholders because their expertise have been invaluable.

Lucy Tallon
User researcher

You can read more about the Co-op health’s proposed work.

Using ‘sacrificial concepts’ to explore the direction of a product

Yesterday, the design team held a show and tell to discuss 2 questions:

  1. What is design?
  2. Why should you care?

Everyone was welcome but if you couldn’t make it, we’re writing up some of the examples from different areas of design that we talked about. We’ll post them on the blog this week. They’ll be aimed at Co-op colleagues whose expertise are in something other than a digital discipline.

First up: product exploration in the digital offers team.

Exploring the desirability, feasibility and viability of digital offers for members

In September last year we posted an update about our work around digital offers. In summary, we want to create personalised, paper-free offers for Co-op members. We think it will save money for them and create value for the Co-op.

Start somewhere: the format we tried first

We allowed a trial group of 6000 members to choose and use digital offers. Every Monday for 6 weeks, each of these members received 8 personalised offers based on their transaction history. Using our website or app, they could choose to add 2 of those 8 offers to their membership card so that when they swiped their membership card at the till, the offers were applied to their shopping.

At this point, we’d established that giving members digital offers in this way was technically possible which was great news. However, we didn’t know whether giving members a choice of 2 offers from 8, once a week, on a Monday was best for them and/ or good for the business. Would choosing 1 offer from 4 be better for them? For us? How about new offers every 2 weeks? How could we give members an enjoyable experience that would keep members using offers?

Ultimately, we wanted to increase their visits to Co-op food stores and nudge them to consider products that they might normally purchase from another retailer.

Our next piece of work was to find out how we might do this.

Exploring potential product directions through ‘sacrificial concepts’

We looked at the different ways we could give members personalised offers that could cultivate continued, enjoyable use.

‘Sacrificial concepts’, a method developed by design company IDEO, helped us gain insight into customers’ beliefs and behaviour. Here’s an example of a handful of sacrificial concepts that we put in front of a small group of members we visited in their own homes.

slide shows a range of sketches or what we refer to as 'sacrificial concepts'

They’re sketches of ideas.

They’re not presented in the context of a computer or device screen as we might do with designs that already have a substantial amount of research behind them. They’re just ideas, they’re abstract and open to interpretation because we put them in front of potential users to provoke conversation.

The sketches above helped us elicit honest feedback about offers, shopping and their interactions with the Co-op.

Cheap and quick feedback through sacrificial concepts

We wanted to quickly and cheaply test a few ideas with potential users.

Screen Shot 2019-03-12 at 15.39.43

Existing research suggests uncertainty and mystery motivates people. Would revealing an offer affect a member’s perception of it?

The feedback we heard gave us confidence that there was something appealing about this mechanic: it seemed to peak people’s curiosity. They found it exciting.

We know that people are influenced by social groups and communities. How would voting and social participation affect their interaction with the product?

Screen Shot 2019-03-12 at 15.40.02

The feedback we heard here was that this idea simply didn’t fit with how members plan their shopping. They didn’t plan their meals far enough ahead to know what they would want a week later.

We were also wanted to find out whether the way we presented the information about how much money members saved by using offers might affect their enjoyment. We explored whether there were any opportunities in terms of how we could show members the value of their offers.

Screen Shot 2019-03-12 at 15.40.13

The feedback we heard from some people was that they were more interested in savings in the context of their bank, not a specific retailer. But it was interesting to see how members reacted to us reframing the amount saved, so we learnt that there may be potential in this idea but it shouldn’t be the first thing we build.

What the sacrificial concepts told us

We took everything from the concept cards that we felt had potential and incorporated them into a prototype to put in front of members. This time, our designs had the research from the sacrificial concepts behind them but at this point, nothing was built in code. We used the prototype to get more feedback so we can iterate and improve for our members.

We’ve now identified 3 potential features for Co-op members digital offers. We’ll test them with larger volumes of users in May this year and we’ll listen to their feedback and make small improvements regularly.

The benefits of this technique

We started off with a lot of ideas and directions and through talking to potential users we’ve be able to quickly and cheaply ‘sacrifice’ the concepts that our research identified as having little potential. We’re left with the things we have a good idea will meet the needs of our members or at the very least are appealing to them.

If everyone shares an understanding of the benefits of being design-led, it’ll be easier for experts from around the business to work together to deliver value to Co-op customers, colleagues and the Co-op as a business. If you didn’t make the show and tell but would like to find out more, email Katherine Wastell, Head of Design.

Louise Nicholas, lead product designer
Joel Godfrey, product manager

What is design, and why should you care?

Today the Co-op Digital design team held a 90-minute show and tell to address 2 questions:

  1. What is design?
  2. Why should you care?

3 posters. each one is red and has white and green copy that says: what is design and why should you care?

Like all show and tells, this one was open to everyone. We wanted to give Co-op colleagues whose expertise are outside digital disciplines the opportunity to find out how the design process works. If everyone shares an understanding of the benefits of being design-led, it’ll be easier for experts from around the business to work together to deliver value to Co-op customers, colleagues and the Co-op as a business.

orange card with black copy that says: we're in this together. making good products is everyone's responsibility

We need people from all areas of expertise to work together if we want to make successful products and services.

In the show and tell we talked about:

  • why design-led companies perform better
  • what service design is and how it aligns user needs with business goals
  • how the design process begins with research, before testing and iterating and testing again
  • the importance of designing products that meet people’s behaviour, and grow according to market and behavioural shifts
  • why we need to focus on the outcome of design, not the way things look
  • the difference between functional design and playful visual design and when to use each one

Showing examples of design

We also used the session to pull out examples of design at Co-op Digital from the past year. User researchers, content and interaction designers talked about:

  • product exploration in Co-op digital offers
  • content design and pair writing when designing How do I
  • field research for Co-op Guardian
  • service mapping in Co-op car insurance
  • proposition testing and design sprints in Co-op Food e-commerce
  • one Co-op online and the design system

We’ll post about some of these examples later this week.

Co-design is everyone’s responsibility

We need people from all areas of expertise to work together if we want to make successful products and services.

Thank you to everyone who came along. We appreciate your time. If you didn’t make it today but would like to find out more, email me.

Katherine Wastell
Head of Design

What we mean when we talk about service design at the Co-op

I wanted to write this post to explain what service design is at the Co-op. Service design helps build more inclusive teams as well as products and services that meet user and business needs.

What we mean when we say ‘services’

To understand what service design is, we need to understand what a service is. A ‘service’ is something that helps someone complete a task, like finding information or getting something done.

At the Co-op we help our customers do lots of things, for example, we help them:

We also help our colleagues. For example, we help:

  • Food colleagues find out how to do something in stores through the How do I? website   
  • Funeralcare colleagues spend more time face-to-face time with bereaved families and less on admin through Co-op Guardian
  • Food colleagues check information about when they’re due to work with the Shifts website

These are just some of the services within the Co-op. Some of them are customer-facing, some are colleague-facing, some include elements of both. Some tasks can only be completed online, some can be done entirely offline, but most will include a mix of both.

Service design at the Co-op

And that’s what service design is at the Co-op: it’s designing the sequence of interactions a user has with us. It’s a holistic approach which considers the end-to-end experience, online and offline.

A Co-op service begins the first time a potential customer interacts with us (whether that be online or coming into one of our stores), or at the point a colleague is asked to sign up to one of our online services. The service goes right through to them achieving what they set out to do.  

Digital teams can’t design services alone

In Co-op Digital we refer to service design constantly, but we don’t own it.

Service design includes colleagues from all around the organisation – those from legal teams, marketing teams, colleagues in customer-facing roles, as well as those who speak with customers from our call centre. And everyone in between too.

We cannot design good services that meet the need of our users without the expertise from around the organisation.

Mapping out the service to see the big picture

When we design or iterate a service, we map out each interaction, by each type of user, chronologically. This is service mapping.

We try to understand a customer’s mindset when they come to use a service. What task do they want to complete? For us to design an experience that meets their needs we need to know where they’ve come from, why they’re here, and what they’re here to do.

Service maps:

  • show the whole user experience, visually
  • join up multiple user interactions and channels, beyond digital
  • show the end-to-end experience from awareness through to completing a task

An inclusive way of working

We have walls dedicated to service mapping which we update to reflect anything that has an impact on the service, like if we’ve learnt something new in user research or if the business strategy changes. We map services openly like this so that everyone can see what’s been worked on.

Service maps help teams work better because they:

  • align product teams around a shared understanding of their users’ journeys
  • communicate the user journey to stakeholders
  • help everybody see problems at a glance
  • help the team empathise with the journey their users are on
  • allow anyone to contribute their knowledge of how a service works, or ideas to help improve it with a post it
  • put research and data into the context of the wider service

Photograph of the pharmacy service map and the team and stakeholders crowding round

This photo shows our pharmacy ‘blueprint’ (a type of service map) created by Louise Nicholas and Derek Harvie. It maps the stages of the service, and customer interactions and operational touch points.

photograph of illustration by Jack Fletcher of a Membership storyboard illustrates customer interactions throughout the service, online and offline.

This is Jack Fletcher’s Membership storyboard which illustrates customer interactions throughout the service, online and offline.

A way to make better decisions

User research helps us identify problems. Highlighting them on a service map within the context of a user journey gives us a visual prompt about where we should focus our efforts. Being able to see problems, clearly, helps us prioritise what we need to improve.

Service design also helps us see where operational inefficiencies are and therefore where we can prioritise commercial gain – business goals are as important as user needs.

We use service maps to make better decisions because they help us:

  • highlight pain points and problems
  • spot gaps in our knowledge and the service itself
  • find opportunities to improve the experience
  • raise business inefficiencies
  • prioritise what we should try and fix first
  • pivot as a business to focus on the right things for our customers, members and business

photograph of Store Hub service map designed by Kathryn Grace

Here’s the Food business’s ‘Store Hub’ service map designed by Kathryn Grace. It shows the reality of how colleagues in stores use systems and processes.

We need everyone’s knowledge and expertise

For it to be effective, the whole team should participate in service design. At least initially, a designer will lead the work, but the whole team needs to contribute for it to work. In a discovery, service design will shape how your service needs to work. In later phases, it should inform iterations and strategic direction.

For anyone working at Co-op, the research, content and design teams will be hosting a showcase of our ways of working on Monday 10 December. Come along if you’re interested in finding out more about service design, all welcome. Location to be announced.

Katherine Wastell

Head of Design

Introducing local.co.uk – Co-op’s new marketplace

We’ve recently launched local.co.uk – a marketplace that connects independent businesses to customers across the UK. We’re doing this because we want to give small businesses a fairer way to trade and help make communities across the UK stronger.

We built the service in 13 weeks and we’re proud of what we’ve achieved. But we know it’s far from perfect – there are parts of the service that could be smoother and features that we want to improve and introduce.

We launched it when we did so that we could learn quickly from real users and make the service valuable for them.

We’ve done a lot and learnt a lot.

This video shows how we created local.co.uk (2 minutes 26 seconds) 

From digital design manual to design system

In January 2017 we released our digital design manual. Now, 18 months later, the design manual has evolved into a design system.

Although it’s been live for months, it’s still (and always will be) a work in progress. We’re sharing it now in line with one of our design principles: ‘we design in the open’.

You can see the Co-op Digital design system at coop.co.uk/designsystem

Evolution of the design manual

The aim of the design manual was to help teams release things faster so they could focus on user needs rather than on making basic design decisions. We iterated and added new pages as and when there was a need, for example, we added guidance on forms, guidance on tables and our secondary colour palette.

But a year after its release, we were at a point where more of our digital services were going live, so we revisited the design manual and asked if it could be more useful.

What we learnt from our users

We asked our design, content design and user research community how well they felt the guidance in the design manual was serving its purpose. Feedback was mixed but most people felt that it didn’t quite cover enough.

A workshop made it clear that users wanted:

  • example-driven patterns
  • guidance on when to use specific design and content patterns
  • examples of ‘experimental’ patterns
  • all guidance in one place

Afterwards, we dedicated time to making some major changes to the content as well as the navigation and layout.

Design system – nice for what?

We found lots of excellent examples of design systems in our research but good, solid design systems are good and solid because they’re unique to the organisation or business they belong to – they meet the needs of designers, content designers and researchers who work there.

The Co-op Digital design system includes our:

  • pattern library
  • content style guide
  • guidance on our design thinking
  • design, user research and content design principles
  • tools (front-end and prototyping kits)
  • resources (Sketch files and brand assets)

Most importantly it’s a living document. Like all good design systems, ours will never really be ‘finished’ but it’ll evolve as our teams and services do. Over the past 6 months we’ve established processes that allow our team members to contribute to the system.

We audited our existing design work and looked for similarities and opportunities to create familiarity. We’ve also spent a lot of time building the foundations for a stronger and more collaborative team through workshops, design crits and making sure we design in the open.

Familiarity over consistency

The Co-op is an organisation with very distinct businesses which all need to communicate with Co-op members, customers and users in an appropriate and relevant way. For example, the way we communicate with a customer in a food store is likely to be very different to how we speak to a customer in a funeral home.

So it’s likely that our services might feel different. And that’s ok, as long they feel familiar.

A design system lets us create this familiarity. It should lead to a much more unified experience when they interact with different Co-op services.

Pattern library

We’ve started creating a library of design patterns – this is the most significant addition to our previous guidance. It doesn’t replace our design guidelines, it just pulls out the useful stuff we learnt designers look for when they’re designing a service. 

Each pattern will have:

  • an example, ie, a visual example of the pattern
  • an associated user need
  • design guidance, ie, how you use it
  • accessibility guidance

Our colour palette pattern is a good example.

The library will be the de facto standard for how we display certain types of information.

Anyone at Co-op can contribute by submitting their pattern to the design community. They can do this by filling in a form justifying why users outside their service might benefit from this pattern or, why what they have created is an improvement on a current one.

Evolution of the design system

We want to continuously improve the guidance designers are looking for. To help us do this we’ll speak to more of the external teams that work with us and invite our colleagues in the Brand and Marketing teams to contribute their own guidance. We’ll also put the system to the test with teams as they build more Co-op services.

Watch this space.

Jack Sheppard
Matt Tyas

Lessons learnt: starting out as a product manager

I came to Co-op Digital as an agile business analyst and relatively speaking, I’m pretty new to product management.

I wanted to take on a product manager (PM) role after working with some inspiring people – Anna Goss, Lawrence Kitson and Charlotte King to name a few. I saw each of these people lead teams to meet user and business needs with design and technical solutions. And I wanted to do the same.

Since then, I’ve had to learn a lot of stuff. And quickly.

The other week at Product Camp Manchester, I gave a talk at on the advice I’d give my less experienced self. This post is about what I know now with the power of hindsight.

1.Context is everything

Yes, it’s the dream to get something in the hands of your users within a couple of months – weeks even – and that might be possible if you’re a product manager in a start-up.

But Co-op isn’t a start-up. It’s a huge, traditional organisation and for the vast majority of stakeholders, the pace digital teams move at can be scary. I understand that worry. Of course, it can take longer to get digital products and services out there when you’re working in an organisation going through digital transformation. And I’ve learnt that that’s ok: you need to take into account the time it takes to communicate what you’re doing clearly, and convincingly, to the right people. That way, you get the credibility to continue.

2.What you work on affects your learning

Many new PMs choose to work on ‘safe’ products or services. I didn’t. Instead, I prioritised working on the most interesting product. I pushed for my first product to be one of Co-op’s new ventures because I was really interested in lean product techniques and working on something new felt like a good way to test them out.

However, there have been times when having more experience would have been useful with a product like this. With experience comes confidence and with that comes the willingness to make decisions more quickly (granted, not always better ones). With the power of hindsight I’d be in a better position to be able to weigh up working on something that has more structure because it already exists and the challenge of shaping and influencing the direction of a product from inception.

Although I’m glad I stuck with the product, having the right people in place (an excellent community of practice and a supportive team) has been essential.

3.Influence team morale

Part of a PM’s role is to be in tune with the team’s morale, and sometimes to influence it. I’ve found that keeping these 3 things in mind is helpful.

‘Failing’ is just part of the process

Occasionally, things won’t go to plan. That’s unavoidable. We’ll make the wrong assumptions; we’ll test the wrong thing; a user will interact with a prototype in a completely different way to how we expected, and there’ll be times when we don’t do everything we set out to in a sprint.

As a PM you need to make sure the team knows that all of those things are ok and that making mistakes is fine as long as we’re learning. Letting them know gives each person autonomy, it shows you support them to get on with their job and that you trust their expertise.

The best bad decision is better than no decision

Sometimes, you won’t have enough information to make an informed decision. In those instances, accepting a sensible amount of risk, taking a punt and learning is more beneficial for the team because it keeps things moving. It’s always a good idea to explain a ‘best bad’ decision and the options to the team.

Hand-drawn doodle. A man standing in front of a sign post choosing to go in the direction of 'bad decision' rather than 'badder decision'

Any compromise warrants a thank you

You’re undoubtedly working with some very skilled and knowledgeable people and sometimes you’ll be in a position where you need them to compromise in the name of progress. Nobody likes compromise so if someone does it, showing your gratitude is essential.

4.Learn from doing, not just reading about doing

So much of the role is about how you interact with people, how cooperative they are and how much confidence they have in you – a lot of this can only be learnt through experience, through doing the job. You can read as many PM books as you like but the only way to learn properly is practically, by being on a team. Applying theory to deliver something valuable is the hard part.

5.Empower the team by being clear on your mission

Teams always say they want autonomy. But, if a team has complete autonomy but no mission they might end up building something super impressive and, unfortunately, completely useless to the problem they’re trying to solve.

They might end up building a rocket and not know why.

Hand-drawn doodle of 3 people looking at a very impressive rocket. One says: We built a rocket! Another says: Why?

Autonomy only works if the team is aligned. Creating a mission and communicating it to the whole team will give a clear purpose and empower each person to get on with delivery.

I’ve learnt a lot in a really short time. And as long as there are problems to solve, the learning won’t stop. We’ll be hiring product managers again very soon. Keep an eye on our jobs page and follow Co-op Digital on Twitter to stay in the loop.

Anthony Wilson
Product manager

Illustrations by Maisie Platts