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---
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title: "Call it a thing"
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description: "Investigating onboarding"
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title: "Onboarding users"
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description: "Exploring how people might be introduced to the service using prototypes"
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date: 2025-04-21
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tags:
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- alpha
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- prototyping
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---
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## Intro or scene setting
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The personalised prevention platform (PPP) team have moved into an alpha phase!
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The personalised prevention platform (PPP) team has moved into an alpha phase.
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<figure>
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<blockquote class="govuk-inset-text govuk-!-margin-left-0 govuk-!-padding-left-6" cite="https://www.gov.uk/service-manual/agile-delivery/how-the-alpha-phase-works">
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<p>Alpha is where you try out different solutions to the problems you learnt about during discovery.</p>
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<p>Spend alpha building prototypes and testing different ideas. And do not be afraid to challenge the way things are done at the moment: alpha is a chance to explore new approaches.</p>
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<p>You do not have to prototype the user’s entire wider journey.</p>
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<p>You might not even want to prototype all of the transaction or element you’re working on: often it makes sense just to focus on the areas you think will be most challenging. This lets you do the minimum you need to test your riskiest assumptions.</p>
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</blockquote>
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<figcaption>From the <a href="https://www.gov.uk/service-manual/agile-delivery/how-the-alpha-phase-works">GOV.UK Service Manual</a></figcaption>
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</figure>
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We’ve completed our first round of prototyping and user research, an exploration into ideas around ‘onboarding’.
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We’re building prototypes to explore further and test our hypotheses.
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Some parts of these prototypes could make it into a real product, and some elements are designed purely to provoke conversation in research sessions.
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Amongst other things we’re building html prototypes to explore and test our hypotheses, and have just completed our first round, concerned with ‘onboarding’.
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## What we did
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We aimed to explore users’:
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Our main areas of interest in this round were:
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- understanding of what our potential proposition might be
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- assumptions about consent and sharing their information across services
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- needs for information and guidance balanced against service finding, and how to supply it within an ongoing transaction
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- personal priorities versus what we (the system) are telling them
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- barriers &mdash; the things that get in the way of making lifestyle changes
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- preferences &mdash; the things that make services more appealing
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- expectations of what that might be returned as results after going through the process
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- do users understand what the service is and how it could help them?
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- how do users react to being offered the option of guidance versus going directly to services?
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- how willing are users to share their data to be matched to services, and what assumptions about data do they make?
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- how do users feel about the platform recommending areas to focus on versus their personal priorities?
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- do users retain focus on their health goal during an onboarding journey?
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To help us explore these topics, we built a mock journey that represented just the initial stages a potential journey:
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We also made the following assumptions:
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- our scenario starts as a high height-to-waist ratio
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- users are already registered and logged in
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- our scenario starts from an NHS.UK calculator
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- users are already somehow digitally registered ‘with the NHS’
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<figure class="govuk-!-margin-top-7">
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<img src="prototype-flow.png" alt="Diagram depicting the prototype user journey using sequential screen grabs from left to right." style="width: 92vw; max-width: 960px;">
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<figcaption>The prototype journey from left to right, from calculator result to a ‘finding services’ loading screen.</figcaption>
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</figure>
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Our prototypes are built in code (html, css, and javascript only when needed) in order to give users hi(gh?)-fidelity and ‘real feeling’ stuff [omg rewrite]. Working in code means we can iterate and edit extremely quickly. Each prototype gets a few rounds of crit from the whole team. Er, maybe this is a waste of space.
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We ran 6 sessions with people who live in deprived areas of England (within the top 20 areas on the Index of Multiple Deprivation), and have more than one of the following health risk factors:
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We ran 6 interview sessions with people from our initial target [audience?population?er?]
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- overweight
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- smoker
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- heavier drinker
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- inactive
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## Exploring the prototype with users
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### Entry point into the platform
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As an example entry point we’ve used results from the <a href="https://www.nhs.uk/health-assessment-tools/calculate-your-waist-to-height-ratio">calculate your waist to height ratio</a> tool. This represents one potential route (amongst many) into the platform.
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As an example entry point we’ve used results from the <a href="https://www.nhs.uk/health-assessment-tools/calculate-your-waist-to-height-ratio">calculate your waist to height ratio</a> tool, and added a call to action. This represents one of many potential routes into the platform.
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![Screenshot of a mocked up results page from the NHS.UK waist to height ratio calculator](1@2x.png)
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#### In research:
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![Screengrab of a mocked up results page](1@2x.png)
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We know using a health assessment or calculator result does have the potential to inspire action.
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Any findings?
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However if risk is the trigger to take action, that risk needs to be well understood.
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---
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### Start page
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After using the call to action, the user then hits a fairly traditional start page pattern. It’s a bit personalised in that it offers examples that make sense for a journey coming from the waist to height ratio results.
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The user then hits a fairly traditional start page. It’s mildly personalised in that it offers examples that are related to the waist to height ratio results.
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![Screenshot of the start page](2@2x.png)
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![Alt](2@2x.png)
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#### In research:
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Any findings?
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The start page was well understood. Our claims of a service fitting in with people’s lives and subsequently checking in were positively received.
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We then show a login spinner and a 2 second redirect. We do this to reinforce the illusion that the user has, at some unspecified point, already logged in. This allows us to avoid protracted discussion along the lines of ‘how could it know that?’ in the sessions.
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This is a good start in describing the PPP service. Creating smooth links between multiple potential entry points and the service may be more challenging.
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![Alt](3@2x.png)
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<!--
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---
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Any findings?
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Next we show a login spinner for a couple of seconds. We do this to reinforce the illusion that the user has, at some unspecified point, already logged in. This is to avoid protracted ‘login’ discussion in sessions.
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![Screenshot of the dummy log in page](3@2x.png)
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-->
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### Do you want know more about the benefits of reducing your waist size and getting to a healthier weight?
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### Do you want know more?
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The next part of the prototype is aimed at gaining insights and prompting discussion about the _relative_ value of information and guidance.
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This part of the prototype is aimed at gaining insights about the _relative_ value of guidance as opposed to finding services.
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We do this by asking a simple question: do you want know more about the benefits of reducing your waist size and getting to a healthier weight?
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We’re offering to ‘send you some guidance’, and giving the user the option of saying yes or no.
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![Alt](4@2x.png)
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![Screenshot of the question about wanting to know more about the benefits of getting to a healthier weight](4@2x.png)
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<!--
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![Alt](5@2x.png)
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#### In research:
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![Alt](6@2x.png)
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-->
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Participants split 50/50 on those opting for guidance versus those going straight to services.
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Those going straight to services were either time poor or sceptical about the quality of any guidance.
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Those opting for guidance still expected to get help finding services.
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Any findings?
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We think it’s possible to offer guidance materials as just one part of an onboarding process. We could do more to explain what that guidance might consist of to combat cynicism.
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---
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### Can we use these details about you?
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Using a fairly realistic barrier, we explore users’ assumptions and expectations about consent and data sharing across the system. Our page presents a forced consent to use a basic set of details in the platform.
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Next we explore what users think about consent and data sharing across the system. Our page presents a forced consent to use a basic set of details in the platform.
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![Alt](7@2x.png)
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![Screenshot of the dummy consent to use data page](7@2x.png)
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Any findings?
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#### In research:
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All participants were happy to share the example details (with the caveat that this is in a research setting).
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Half expected the NHS to already have these details, all were happy to provide any missing information.
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---
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### Changes you want to make to stay healthy
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A simple way to explore personal priorities versus what we (the system) are saying is to allow people to choose. We display recommended changes based on the user’s journey (in this case height-to-waist-ratio related), but offer more.
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One way to explore personal priorities versus what we (the system) are saying is to allow choice. We display recommended changes based on the user’s journey (in this case height-to-waist-ratio related), but offer additional options.
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Potentially, from this point onwards, a platform could be starting to build up a profile in the background of a person and their goals.
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![Screenshot of a list of potential changes to make to stay healthy](8@2x.png)
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![Alt](8@2x.png)
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#### In research:
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Any findings?
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Almost all participants selected one or more additional option.
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Most were happy that the service was making initial recommendations, but felt it was good they still had the choice of other things.
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---
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### What do you want to do first?
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How do people feel about selecting one priority to tackle first?
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How do people feel about selecting one single priority to tackle first?
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From the perspective of onboarding, it’s often best to design for as little friction as possible, reducing complexity. A platform could retain all selected goals in the background, but take the user through the initial journey with a single goal.
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As part of onboarding, it’s often [better] to design for as little friction as possible, reducing complexity. A platform could retain all selected goals in the background, but take the user through an initial journey with a single goal.
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![Screenshot of the page asking for a single priority change to be selected](9@2x.png)
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![Alt](9@2x.png)
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#### In research:
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Any findings?
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Often participants prioritised their own additional changes first.
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Overall these interactions seem to achieve a good balance between the platform making suggestions, while leaving room for personalisation.
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### What do you find hard about making healthy changes?
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Both desk research [hat tip to Southwark?] and our discovery probes noted that asking people what might get in the way brought them much more on board. People often know what they _should_ be doing, and reasonably enough can be put off by being given the same advice repeatedly [our cohort?] something something demotivating.
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During our discovery we noted that asking people what might get in the way brought them much more on board.
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People often know what they _should_ be doing, and reasonably enough are put off by being given the same advice repeatedly. A platform that takes into account people’s barriers when recommending services could stand more chance of success.
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A platform that takes into account people’s barriers as far as possible when recommending services would be another way to reduce the friction and pain points currently experienced by users. Less friction means less drain on the motivation to act to change stuff [write betterer]
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In this interaction we wanted to test how people react to having only a fixed number of barriers to choose from, and what they thought about being asked about barriers at all.
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Something we wanted to test in this example was how people react to only having a fixed amount of barriers to choose from, and why they might be being asked about them at all.
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![Screenshot of the page asking about potential barriers to change](10@2x.png)
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![Alt](10@2x.png)
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#### In research:
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Any findings?
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Participants weren’t sure why they were being asked what they found difficult when trying to make changes. Few thought it would be for their benefit (i.e. to recommend the right services), with some thinking they were being asked purely for statistics. Nobody questioned the items in the list.
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[did any user mention the list being incomplete]
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We need to work harder to convey _why_ we are asking about barriers.
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---
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### Preferences
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It’s fair to assume that gathering a user’s preferences will allow us to better match them to potentially helpful services.
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![Example screengrab of a multiple choice preference question](13@2x.png)
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Conceptually by using ‘facts’ about someone (for example their age, height and weight, and home postcode), we can match a set of services that a person will be _eligible_ for.
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By using ‘facts’ about someone (for example their age, height and weight, and home postcode), we can match a set of services that a person will be _eligible_ for.
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Gathering preferences then allows us to reorder or reduce the service selection further. [reducing friction]
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Gathering both barriers and preferences could allow us to reorder or reduce that set to make it more _suitable._
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Our prototype asks a simple series of questions without branching or logic, to understand how adding preferences changes a user’s understanding or expectations of what will be delivered to them [I cant write today]
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Our prototype asks a few questions, to understand how detailing preferences affects a user’s understanding or expectations:
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![Alt](11@2x.png)
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- Where would you like any services we recommend to happen?
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- Would you prefer to do things yourself or be coached by someone?
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- Do you prefer to do things on your own or with other people?
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- Would you prefer to use a service in person (face-to-face) or remotely (using a website or app)?
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- Are you OK to wait if a service does not start straight away?
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<!--
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![Example screengrab of a multiple choice preference question](11@2x.png)
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![Alt](12@2x.png)
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![Example screengrab of a multiple choice preference question](12@2x.png)
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![Alt](13@2x.png)
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![Example screengrab of a multiple choice preference question](14@2x.png)
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![Alt](14@2x.png)
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![Example screengrab of a multiple choice preference question](15@2x.png)
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-->
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![Alt](15@2x.png)
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#### In research:
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Any findings?
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All participants were able to make a clearly reasoned choice for each preference option.
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### Find services based on what you’ve told us
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In a fairly standard pattern we then play back what the user has told us.
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Similar to the start page, we end on a fairly standard pattern playing back what the user has told us.
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![Screengrab of a page summarising the user’s details and answers over the prototype journey](16@2x.png)
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![Alt](16@2x.png)
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#### In research:
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1. Playing back all the user’s goals to them could be a negative moment of overwhelm reducing motivation
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There’s potential that playing back _all_ the user’s goals to them as the first thing could reduce motivation, so we need to look at how we play back this information in the right way.
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### Finding services
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We end on a loading spinner. This bookends the prospective onboarding process, and allows us to find out
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We end on a loading spinner. This bookends the prospective onboarding process.
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![Screengrab of a loading spinner](17@2x.png)
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what users expect to happen now
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what kind of services they expect to be returned
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whether the original impetus has been retained [this is not clear]
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- what users expect to happen next
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- whether focus is retained on users’ health goal during the initial onboarding
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Half of the participants retained focus on the health area they wanted support with
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A couple kept the focus on the initial weight support, but forgot about the extra options they had selected
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![Alt](17@2x.png)
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---
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## Conclusions
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Some parts of these prototypes could make it into a real service, and some elements have been designed expressly to provoke conversation in research sessions.
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Overall we can create a comprehensible and usable onboarding journey, and less friction means less drain on a user’s motivation.
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Any findings?
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We need to work harder to:
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- ensure smooth jumps from entry points into the service
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- establish the proposition quickly and effectively
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- explain our interest in what people find difficult when attempting healthy changes
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We need to create a fast and simple set of interactions to provide guidance to users without interrupting the flow.
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Probably the biggest challenge thrown up by the research sessions is the need to onboard people without them losing focus on what brought them to the service in the first place. The journey needs to work hard to remain concise and maintain a strong relationship to the _subject_ that brought the user to it.
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At this point we may well leave onboarding where it is in favour of a different part of the potential service journey. We’ve tested ideas, gotten insights, and made our notes for taking things further or doing things differently.
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