top of page
Client Name
Project Name
Joint, Pa'amonim
​
Project Name
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.
theoretical framework
Before I could jump into designing, it was important to define success and
understand the health of the pickup experience at scale.
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.
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.
"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
bottom of page