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@thegundlife
Tricks for teams to co-own their professional development In my day to day, I build and deploy human centered design tools to help us better understand our target users- their needs, desires, dreams, and obstacles they face in trying to achieve it all. As a team, we pride ourselves on working from a place of deep empathy. We compliment insights about desires with observations of obstacles, and from there we prototype new business models, services, and products with the end goal of helping people achieve some of their biggest life goals. In the Polymath Mexico office we are a small team of extremely diverse talent with backgrounds in finance, banking, consulting, accounting, campaigning, architecture, engineering, and design. This represents a wealth of opportunity for each person to develop new skill sets by leaning into the group. When it comes to each of us being able to achieve our professional goals, I have encouraged our team to develop and internally deploy design research tools similar to what we use day in and day out with users to help us best understand how we can co-own each other's professional development. Key to co-owning our development, is fostering a work environment that encourages curiosity, expression of vulnerability, and extreme generosity of talent. Our mentors are each other and in order for each of us to best support other team members, I have led the team in some design exercises that have helped us get to the core of what we each want to achieve and what we can offer each other. The activity I will explain could be helpful to anyone working in teams where there is genuine interest in growing and learning together, teams where mentorship comes from within. The activity is as relevant for newly formed teams as it is for veteran teams full of familiar faces. The exercise results in team members designing their personal growth commitments and their commitments to help their peers on their unique path. The activity ends with action points to give traction to juicy commitments. Materials: Post-its Time: 1.5 hours Participants: Full team Set Up: A row of post-its with each team member’s name, placed across a big wall (x-axis). A column of categories that I will explain placed to the left (y-axis) The basic idea is that step by step the team will fill in the categories of the matrix. Give the team about 15 minutes to fill in the first categories below on post-its. As they fill in, they can post on the wall within the matrix. Categories: 1: Your superpowers, as defined by the group. The first step is a chance for each team member to celebrate the greatest strengths of their colleagues, as they see them to be. Each team member will write down what they perceive each other team member’s greatest strengths to be. 2: Your superpower, as defined by you This is the chance for each team member to celebrate themselves and call out what they perceive to be their greatest strengths and gifts relevant to the team mission. 3: The team’s superpower, in four words or less Combining diverse talent and energy, what is the team’s salient superpower? 4: Curiosity areas What is each team member thirsty to learn? In what areas do they want to develop? What skills do they want to learn? 5: Skills to share What are the skills and knowhow that each team member can offer to share with the rest? What are areas of expertise that they desire to share with the team. Everyone fills in the above categories and then they share back. The most fun part of the exercise is sharing back on what the team defines each person’s superpowers to be. While sharing back, go column by column, reading through all the categories for one person before moving on. Participants should read aloud someone else’s column that is not their own. While reading aloud, it should start to become clear the ways in which people shine, the areas they want to develop and thus the opportunity to grow together. It is a matching exercise, looking at the “curiosity areas” section and find the skillsets of others that could help other team members achieve their specific goals. The exercise encourages people to both express their vulnerability and desire to learn and celebrate the skills they have to share. It reinforces the “lean in” mentality necessary for a team to grow together. Once there is an understanding of the opportunities to co-learn, the final activity involves making real commitments. Give team members a few minutes to write responses for the last two categories: 6: What are skills that I want to steal and from who? Here, team members list concrete hard and soft skills they want to “steal” from another team member. “From Marina, I want to develop my skill in business modeling.” “From Mateo I want to practice my public speaking.” It is important that they call out the person they believe can help them with the goal. 7: What I want to give to the team This is the chance for each team member to offer up what they perceive to be useful to their colleagues. “For Edgar, I would like to help him develop his storytelling capabilities.” “For Daniel, I would like to help him develop new design tools” Read through the asks and offers as a team. You will like find many natural matches, now that the team is understanding the particular ways in which each member wants to grow. Take this opportunity to make real commitments to each other. Create an action plan so that the team members can work together to fulfill learning commitments. This can include organizing workshops, inviting others to relevant meetings, allowing for shadowing during certain activities. For our team, this activity was a game changer. It helped us establish a co-mentorship group dynamic where people understand the big and dreamy ambitions of others and the role they can play in helping them to achieve their goals. It helped us to create a team culture in which we are comfortable leaning into each other and growing through exposure to our unique strengths.
Fieldwork in Gustavo Madero, Mexico City, testing our home improvement UX and products with real users. To test concepts we develop fake companies with different value propositions, advertise our services, and schedule home visits in order to see how people react to our distinct offerings under real circumstance. This is a true example of "fake it until you make it." Our fake company approach helps us understand the differences in what people say and what people will actually do. While testing concepts in interviews and focus groups, participants often say "I love this product, I would totally buy it". This is exciting for us but often proves to be a false positive. Their response does not necessarily reflect how they would actually behave. In an interview setting, participants often bias their responses to please the interviewer. With the fake company approach we have the opportunity to offer our concept products and services as if we were a real company.We can see if people will actually sign a contract or move forward with a purchase. Whether we are able to sell our product or not in the real world gives us a much stronger data point than a simple response in an interview. We have the opportunity to observe the opportunities and obstacles presented by our concept.
People watching
I first fell in love with architecture as a shy kid who found great pleasure and comfort participating with my surroundings as a quiet, pensive observer. During social events and in public spaces, I was keen to step back and explore the ways in which people move and interact. I developed a deep sensitivity for space and the ways in which different people find safety and pleasure in different environments. Being in chaotic social space, I would create temporary refuge, finding the space that allowed me to step back and feel my surroundings at my own pace. I loved observing movement and behavior.
I moved about the world so cautiously, never taking risks, never falling, never climbing trees. I was very careful. And as a careful, cautious kid, I would approach new frontiers through observation before action. What does this mean? If I were to cross a log bridge, I would first need to see how other kids crossed it before me. Where did they step? What did they hold on to? How fast did they go? Did they fall? And then the observation would deepen….is the log dry? Is it wet? How high is it? Exploring patterns in movement, I would draw insight, synthesizing diverse interactions and deciding on my own approach. I would cross carefully and with an informed plan of action. Acting in my environment always began as a reflective act.
Without knowing it, I was beginning to develop the most precious design tool I have at my disposal, the art and science of observing. What began as a necessity- observing my environment to ensure my wellbeing and safety- blossomed into a lifelong love affair. I have an insatiable curiosity for how people move, feel, and interact.
As an architect, design researcher, and business designer, a skill I bring to the teams I work with is my ability to structure observation and learn from people interacting in digital and physical environments. My lifelong passion for people-watching has become the core of my professional endeavors. There is infinite depth of information in the way people do the things they do and what I love to do is explore the why behind everything. I love finding opportunities in the patterns. As a designers and researchers, the deeper we dig, the more insightful we become and the better products, services, tools, and spaces we can design. This is human centered design.
As a business designer with Polymath Ventures, I guide our human centered design endeavors in Mexico. At Polymath, we build massively scalable businesses that serve the middle class throughout Latin America. In order to design products and services that are meaningful to millions, we are constantly building new research and design tools that allow us to understand the real needs, desires, and dreams of our target. Each day we grapple with big, beefy questions, that when explored with real people open up new spaces for wild ideation. The more we understand, the more bits and pieces we have to build with.
I began with Polymath three months ago first in Colombia where I took a deep dive into the business design methodology through working with several teams from other companies that Polymath has built, ranging from financial inclusion services to auto repair. After two months in Bogota, we moved to Mexico City to begin work building new ventures based in the megapolis. At Polymath with use Bogota and Mexico City as our urban laboratories, where we build and implement tools that help us understand real needs and desires of millions of people. All of our ventures or born from insights related to desirability and as a team of expert business thinkers, we dream up and test new business models that respond to these insights. Our happy space is where desirability meets feasibility and scalability, and it is our responsibility to find this sweet spot and build big. So how do we do this?
We begin by defining the questions, what do we really want to know?
Every week for us is a new adventure, we work in week long sprints, and begin the week by defining the juicy questions we are tackling. What do middle class parents think about credit? What are the biggest obstacles for homeowners trying to make their homes more safe and and vibrant? What inspires people to try a new service online?
Then we design tools that help us answer the impossible.
With the questions clear, we design the tools that will help us shed light on these mystery spaces. Who do we need to talk to? Where do we need to look? How to we explore the questions? There is no clear recipe to any of the work we do, rather, tried and tested methodologies help guide us in developing the next generation of tools and approaches. Since beginning our work in Mexico only a few months ago, we have been doing groundwork to build a radically new home improvement company. We have talked to hundreds of people on the streets, led dozens of in-depth structured interviews, conducted over 10 focus groups, many co-creation sessions with collaborators, over 20 online campaigns to test different ideas, and spoken with over 100 industry experts.
To understand real needs and desires, we have to temper our bias and approach our exploration with neutral curiosity. We cannot let our assumptions or personal experience distract us. Each week, our six person team interacts with anywhere from 20 to 20,000 people, digitally and in person. During this phase of our work, we ask and absorb, look and learn.
Interviews with small business owners about their experiences with using credit.
Focus group with homeowners exploring their home improvement priorities
Once we’ve asked around (and around and around), we share our findings with the rest of the team.
We write our initial findings on to millions of post it notes. Every conversation we have had, observation we have conducted, interview we led, or element of research we have conducted gets broken up into all of its pieces and we write down all the juicy stuff on post its. Post its go up on the wall, and this is what enables everyone on the team to learn from everyone else’s research. We call this the download.
We then begin to search for patterns and possibilities.
The information we download is rich, but it is really meaningless until we start to look for the patterns and opportunities. We take information that is anecdotal and sometimes super specific to a person’s particular life experience and try to connect the dots between what lots of different people see, feel, and experience. One person telling us they hate the idea of credit but love to pay for things in interest-free monthly installments really does not tell us much, but when we see hundreds of people saying the same thing, we start to have an ¨ah-ha!¨ moment.
Synthesis however is never as clear cut as this. We look for patterns in how people feel about certain things and what are the particular factors in one’s life that may influence their feelings. We try to zoom into different variables that influence experience, from socioeconomic to geographical factors. How do people who live in houses feel about this? How to people that live in apartments think about that? What about new homeowners? What about renters? We never generalize across a diverse public.
During synthesis we look at all the post it note chaos we have downloaded on the walls and start to group things to represent themes and patterns we are discovering. This is where post its become an invaluable tool because they help us to think and build spatially. We can start to group together diverse responses to a single prompt or find conflicting opinions around a common theme. From here we start to develop big insights. In building our home improvement venture, some tried and tested insights we have unearthed range from ¨no matter how distraught a house can be, home is always refuge when compared to the chaos of the city¨ to ¨the middle class in Mexico seeks out home improvement services only through trusted networks and recommendations from friends.¨
We move from insights to ideas.
Insights provide fuel for ideation. These moments of realization are powerful constraints that inform our design work. We start to find the white spaces and new opportunity areas. This is where we let the creative juices flow and go expansionary. We dream big and bold and start to develop ideas of services and products that respond to these insights.
Then we test our ideas, with real people under real circumstances.
Our cities are our labs, and as such we take advantage of our urban labs to test the strength and potential of our ideas. Something that we have learned is that people say differently than they act. That means that testing an idea is not as simple as asking someone what they think about a concept. We need to really test an idea under real circumstance.
Our mantra is fake it until you make it. We are constantly building fake companies and products (prototypes) and testing them with real people to see measure and learn from real response and interaction. For example with home improvement, it seems each week we are inventing new kinds of companies, building out an identity for them and hitting the streets as real, fake employees to see how people respond to our offerings. For example, it is not uncommon for us to run a facebook campaign for a fictional home improvement company with an interesting concept that gets people to reach out to us for an initial visit and quote. That gives us the opportunity to sit down with real potential clients in an intimate one on one session and learn from their response to our new offering. It was through tests like this for example that we learned that although people say they hate credit, they love the idea of credit if it helps them finish a home improvement project they have been trying to save for for years.
Once an idea starts to prove powerful, we then explore feasibility and scalability.
We get excited when we see dozens to hundreds of people responding positively to a wildly new kind of service or product that we are offering. But a fictional service is exactly that until we can find the business model levers and innovation that allow us to break through with something truly innovative. Since we are focused on serving the middle class, that usually means that we build new efficiencies into our business models that allow our constituency to have access to new products and services at a price point that they can access.
We have to understand the industry mechanics better than any other player. Similarly to our work related to client desirability, we also have to understand the pains and pleasures behind the scenes across all the professional players. In the industry what works? What does not work? Where are the innefficines? And what really needs to change?
To understand this, we talk to experts from across industries and value chains. In home improvement for example, on any given day we will have half a dozen interviews with CEOs from major home improvement companies, developers, contractors, product designers, suppliers, distributors… We pitch our ideas and build together from their years of industry experience. This top-down industry-focused approach compliments our bottom-up client-focused desirability work. Where these two roads meet is where we go big!
In short (lol) I love observing people and designing from real insight. I love my job. I love my team (in Mexico we are a team of seven from five different countries!), and I love what I am learning each and every day. I will be posting now regularly, sharing learning and insights from my adventures in entrepreneurship, business building, and human centered design.
Monitoring air quality with the Mobil Lab! Even on a chill Saturday morning in the middle of a park we are measuring that the levels of suspended particles in the air (some of the most dangerous contaminants for our health) are twice as high as the maximums recommended by the World Health Organization. @greenpeacemx #urbanrevolution
Speaking at the Harvard University Designing Justice Conference about the importance of designing for trust and empathy.
Speaking at the Campus Party Tech Conference in Guadalajara, Mexico about the imporatance of building campaigns WITH people!
Building the Urban Revolution Mobile Laboratory with volunteers. The Mobile Laboratory, design by volunteers through a participatory design-build process, is our nomadic homebase in the city. With the lab we will be setting up shop outside of schools and major monuments, measuring air qaulity and communicating the affects of air pollution on health.
Hosting a national meetup of volunteers to train clean air campaign embassadors to scale our work throughout the country.
Michael Meo, who graduated from the Harvard Graduate School of Design 2016, led 22 people of all ages and abilities on a grueling 1,000-mile bicycle trek through the Mexican desert, which became the subject of his master's thesis.
No statistics without stories. At a Harvard University conference about Mexico City in the era of climate change I spoke about the importance of empathy and storytelling in city making. When data is humanized through storytelling, it has the power to mobilize the masses. I shared the stage with a panel of experts that included the Secretary of Environment, Secretary of Economic Development, the Mayor of Mexico City, doctors, and urbanists. I spoke of the importance of working together to make information accessible and exciting. Experts must break through the conference walls and ivory tower if their research is to inspire social movements.
NGOs as a Hero among Heroes
A singular hero will not save the world. A billion heroic acts just might. Greenpeace since its founding has been a heroic global force, fighting swiftly for the health and well-being of the planet and its humans. It has sailed far, dove deep, and fought hard in the defense of the environment through dramatic actions that moved audiences worldwide. The organization was born in a time where mass storytelling was a receptive experience, one in which you listen to a story. This was the television era, a time of heroic, yet inaccessible characters. The epic actions of Greenpeace were exactly that, epic. Legendary. Moving yet inaccessible. They inspired the masses, helping to drive systemic and necessary change, while also simultaneously building a narrative of the savior and the saved. This is the classic hero’s story, one in which the hero sweeps in and saves the day, while the distressed awaits rescue.
Ours is a moment in which we cannot afford to wait. Distressed is the planet and no singular hero is in sight. Legend is now myth. The change will not merely come, we are the change. Now more than ever we must as an organization let go of our obsession with the Greenpeace audience and begin to foster the Greenpeace participant.
What has changed in 40 years? Dead is the passive audience. Our moment is one in which mass storytelling has become a collective, participatory act. Media is social. Audiences demand avenues for participation and it is our role to develop open-stories and participatory structures that direct action. To inspire a billion acts of courage our stories must be embodied, not received. Our message must be felt, not communicated. Our actions must be open, not orchestrated. We need to build campaigns with people, not for people.
This the era of mass participation and openness. It is time to infinitely expand our conception of participation. Apathy and complacency are our greatest enemies and we must be aware of the ways in the story of a singular hero can perpetuate this apathy. An audience will not save the world. An army of actors will.
It is in this spirit that together we begin to build Urban Revolution.
Speaking at the End of the Oil Age meeting in Girona, Spain about the importance of participatory research. At Greenpeace we must begin to build campaigns WITH people instead of building campaigns FOR people. Humility and curiosity will be our guides.
Many Deserts TRAILER
Presenting 4.1.16 @ Design Justice, Harvard Graduate School of Design