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Client Name

Project Name

Joint, Pa'amonim 

Project Name

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background

At the outset of the project we didn’t have a clear mission or specific goals for the pickup experience. Without pre-existing insights, I partnered with our researcher Shruti to explore how Riders were getting around.

project kickoff

At the outset of the project we didn’t have a clear mission or specific goals for

the pickup experience. Without pre-existing insights, I partnered with our researcher

Shruti to explore how Riders were getting around.

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theoretical framework

Before I could jump into designing, it was important to define success and

understand the health of the pickup experience at scale.

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Working backwards from Perfect

Before I could jump into designing, it was important to define success and

understand the health of the pickup experience at scale.

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early insights from the field

We tested the impact of the workshop with 8 participants in the most problematic

venue in Israel. Our goals were to understand the challenges

Riders and Drivers faced and the workarounds they employed.

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"The topics were discussed on a very basic level,

which was somewhat insulting. The workshop suits a

very specific type people. I wish it would have dealt more

with the emotional aspects of retirement"

"It gave me an idea of what to think about and

it's comforting to understand 'You're not Alone'.

The company of others has great advantages"

Female, 61 years old  I  Married +3 I  Hod Hasharon

Female, 61 years old  I  Married +3 I  Hod Hasharon

understanding the state-of-mind

Before I could jump into designing, it was important to define success and

understand the health of the pickup experience at scale.

present-bias preferences

People tend to give stronger weight to payoffs that are closer to the present time when considering trade-offs

People will rather take a small reward over

a bigger prize which requires waiting

two modes of decision making

There are two distinct systems for decision making - the first is fast and intuitive, the second is logical, slow and calculated

People often rely on their 'auto pilot' when

making economic decisions - while putting their financial future at risk

financial procrastination

In retirement planning, procrastination is a

natural product of 'present-bias preferences' as people tend to delay important decisions

The more a person is required to make an important decision, the greater the inclination to procrastination

reasons for financial procrastination

Before I could jump into designing, it was important to define success and

understand the health of the pickup experience at scale.

sense of capability

If we feel the task a 'too complicated' for us - our need for procrastination will increase

time-management

Those who aren't efficient at time-management are more likely to delay making financial decisions

low motivation

When tasks appear boring or

not important, we are likely to procrastinate

emotional reasons

Procrastination is often accompanied

by anxiety and depression - which underline low self esteem  

overcoming procrastination

Before I could jump into designing, it was important to define success and

understand the health of the pickup experience at scale.

creating value

The more the task has personal

value and meaning - the greater our

motivation to complete it.

setting milestones

Breaking big tasks into small increments tends to increase the

sense of capability and motivation

task assessment

Providing realistic assessment on

task duration is an effective way to

drive people for action

setting priorities

Organizing tasks according to level

of importance is an effective

strategy to cope with procrastination

 identifying persona types

We designated persona type to guide design decisions, priorities,

and create empathy amongst the client and our team.

the social

An optimistic woman. Relies on husband to deal with household costs. Came to the workshop to get practical tools and share her experience. Attends all meetings, but doesn't bother to do the homework.

"I learnt a lot from the workshop.

I need to write and look at the things we talked about. I still have time, but I need to start looking. Opening my eyes. Wonderful workshop. I will come to the one in January as well".

the practical

A calculated, organized man. Fairly aware of his financial status. Comes to the workshop to ensure his plan is 'bullet proof' and get affirmation. Does the homework and participates in class discussions. 

"I reached the Magic Number the instructor talked about, and was

pleased to know all is fine. For now I am still balanced".

the curious couple

This couple views retirement as a joint project. They want to ensure they can fund their kids' weddings without risking their future. Interested in getting more information about extra activities for their age group.

"I found the Magic Number the instructor talked about, and was

pleased to know all is fine. For now I am still balanced".

the anxious

A single lady, who prefers not to think about retirement. Seeks a supporting environment and people in similar situation. Tells herself 'one day' she will fix her financials. Left the workshop confused and worried.

"I have all the documents I need, in a folder at  home. But just, there's this fear.. Maybe one rainy Saturday I'll het to it"

reframing the problem

We designated persona type to guide design decisions, priorities,

and create empathy amongst the client and our team.

people have hard time making informed decisions 

about their retirement planning - due of emotional

challenges and procrastination

our high level goals

simplify the home assignments

If we feel the task a 'too complicated' for us - our need for procrastinationwill increase

provide positive feedback on actions

If we feel the task a 'too complicated' for us - our need for procrastinationwill increase

encourage a 'can-do' approach

If we feel the task a 'too complicated' for us - our need for procrastinationwill increase

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