CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake

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CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
CALIFORNIA CORONAVIRUS
           TESTING TASK FORCE

June 8, 2021

Human Centered
Recommendations
for Increasing
Vaccine Uptake
CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
Table of Contents

            01                        02                 03
     INTRODUCTION                C O N C E P T UA L   ARCHETYPES
                                F O U N DAT I O N S

           page 05                   page 08             page 15

            04                        05

                                                                   
                                                                   02
  R E C O M M E N DAT I O N S     APPENDIX

           page 31                   page 54
CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
Quick
Reference Guide

FO R E V E RYO N E                              FO R S I T E O P E R AT I O N S A N D          FO R C L I N I C I A N A N D
                                                M A N AG E M E N T FO C U S                    P R OV I D E R FO C U S

Executive Summary                    page 04    Intervention and                    page 5 0   Education and Information            page 46
                                                Service Design
Conceptual Foundations               page 0 8                                                  Intervention and                     page 5 0
                                                                                               Service Design
Archetypes                           page 15

Recommendations at                   page 3 2
a Glance

FO R M A R K E T I N G &                        FO R C O M M U N I T Y H E A LT H              FO R I T, R E G I S T R AT I O N ,
C O M M U N I CAT I O N S FO C U S              A N D O U T R E AC H FO C U S                  A P P O I N T M E N T-S E T T I N G FO C U S

Archetypes                           page 15    Archetypes                          page 15    Archetypes                           page 15

                                                                                                                                               
                                                                                                                                               03
Conceptual Foundations               page 0 8   What we say, how we say it,         page 35    Behavior Change                      page 4 0
                                                when we say it                                 and Economics
What we say, how we say it,          page 35
when we say it                                  Behavior Change                     page 4 0   Intervention and                     page 5 0
                                                and Economics                                  Service Design
Who Delivers the Message             page 4 3
                                                Who Delivers the Message            page 4 3
Education and Information            page 46
CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
Executive Summary

After enduring the COVID-19 pandemic              This document presents a set of human-           values. They can be understood and used
for more than a year, people are tired,           centered recommendations to increase             to adapt messaging to be more effective.
depressed, and eager to resume normal             vaccine uptake and close the gap of herd
                                                                                                 + S even archetypes illustrate people’s
activities. Vaccines are safe, effective, and     immunity. These recommendations stem
                                                                                                   attitudes and mindsets towards COVID-19
now widely available in the US. The tool we       from extensive secondary research, primary
                                                                                                   vaccination. These archetypes provide
need to end the pandemic is within                research, and engaging with leading minds
                                                                                                   insights into how to improve messaging
our grasp.                                        in design and innovation.
                                                                                                   and engagement to shift people towards
We fundamentally believe that people              This document is intended for anyone             vaccine acceptance.
who are concerned and reluctant to get            involved in vaccination communication,
                                                                                                 + F
                                                                                                    ive categories of recommendations
vaccinated can be influenced through              marketing, operations, decision-making,
                                                                                                   provide specific and concrete ways to
the right combination of information,             and community outreach.
                                                                                                   drive vaccine acceptance and adoption.
messaging, and engagement. To do
                                                                                                   The recommendations span messaging,
so requires that we develop a deep
                                                                                                   trusted messengers, behavior change,
understanding of their worldview and              The key takeaways presented in this
                                                                                                   education, and service experience.
values. Then, we must deliver personalized        document include:
messaging that resonates with this                                                               + S pecific examples of messaging and
worldview, followed by a seamless service         + P
                                                     eople are not entirely rational in
                                                                                                    service delivery considerations are
                                                    evaluating the risk of new technologies.

                                                                                                                                              
experience with as little friction as possible.                                                    provided for each archetype.
                                                    The human brain takes shortcuts.It uses                                                   04
As we see pockets of people unwilling to            cultural values to determine how the new
get the COVID-19 vaccine, we need to ask            technology makes us feel. This feeling
ourselves what their values are and why             produces a positive or negative perception
they perceive vaccination as a threat to such.      of risk.

                                                  + W
                                                     orld views are the lens through which
                                                    we perceive risk and make decisions.
                                                    These are deep seated and unchanging
CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
01
Introduction

               
               05
CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
This is a call
to action.
COVID-19 vaccine hesitancy is not monolithic.
It is a combination of factors. Polls on vaccine
attitudes can show us how many people have a
                                                                                             The map of vaccine hesitancy by county shows the regional
particular attitude, but don’t tell us why they                                              and local variation in vaccine attitudes. The hesitancy
                                                                                             estimate is derived from survey data from the US Census.
have that opinion. The ‘wait and see’ poll category
includes people with very different rationales.
Talking about vaccine hesitancy or confidence         B L A C K A D U LT S                                  H I S PA N I C A D U LT S

is not very helpful in actually changing people’s     70%                                                   70%
                                                                                                                                                       61%
attitudes and behaviors. To do that, we need to                                                  55%
                                                      50%                                                   50%
understand their why.
                                                      30%                                                   30%
                                                                                                 24%
One-size-fits all approaches to vaccination will                                                 10%
                                                                                                                                                       18%
                                                                                                                                                       10%
                                                                                                 7%                                                    8%
no longer be effective.                                 0                                                      0
                                                            DEC '20    JAN '21    FEB '21    MAR '21               DEC '20   JAN '21    FEB '21   MAR '21

By the end of May 2021, we will likely have
                                                      W H I T E A D U LT S                                  RURAL RESIDENTS
vaccinated all Americans who are enthusiastic
                                                      70%                                                   70%
about getting vaccinated and do not experience                                                   64%

                                                                                                                                                              
                                                                                                                                                       54%
significant access barriers to doing so. The          50%                                                   50%
                                                                                                                                                              06
percentage that remains have entrenched views         30%                                                   30%
                                                                                                                                                       21%
ranging from hesitancy to resistance. These                                                      16%
                                                                                                 15%
                                                                                                                                                       15%
                                                                                                                                                       9%
                                                                                                 5%
individuals will be more difficult to convince to       0                                                      0
                                                            DEC '20    JAN '21    FEB '21    MAR '21               DEC '20   JAN '21    FEB '21   MAR '21
get vaccinated. It will take a long-term investment
of personalized trust building, messaging, and
engagement to move them to vaccine willingness.         Already gotten/As soon as possible    The KFF Vaccine Monitor shows that the ‘wait and see’
                                                        Wait and see                          attitude has declined over time as vaccines became more
This investment occurs over a timetable of              Definitely not
                                                                                              widely available. The ‘only if required’ and ‘definitely not’
                                                        Only if required
months and years. It must start now.                                                          attitudes have have remained fairly steady.
CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
Getting to this point has not been easy.   VA C C I N AT I O N A S A
It is an impressive feat of scientific     S O C I O -T E C H N I CA L S Y S T E M
advancement, production and
distribution, and mobilization. We
                                           S O C I O (H U M A N FACT O R S)                 T E C H N I CA L (S C I E N T I F I C ,
were able to create and implement the                                                       C O M M E R C I A L , LO G I S T I C S)
technical aspects of vaccination with
                                              I N F LU E N C E                                    FINANCIAL
unprecedented speed. However, the
                                              Messaging, Messenger and                            Funding sources and fiscal impact
human dimensions of our vaccination           Channel ​
system have not received the same                                                                 O P E R AT I O N A L
level of investment and innovation.           TRUST                                               Facilities, equipment, supply chain,
Convincing people to get a shot in the        Dynamics and root enablers                          expertise, and capabilities
arm is functionally a behavior change         of trust in order to reduce fear,
                                              create transparency, and engender                   C H A N N E L- BAS E D
intervention: a human challenge.
                                              institutional trust.​                               Optimizing product, service,
This document provides a roadmap                                                                  message delivery mechanisms
to address many of the human                  AC C E S S A N D E Q U I T Y
                                              Understanding barriers to vaccine                   P O R T FO L I O - BAS E D
dimensions of the vaccination system
                                              access and the dimensions of                        Mix of offerings and how they work
in order to increase vaccine uptake. It
                                              cultural acceptance ​                               together
presents a way to understand people’s
worldviews and risk perceptions.              B E H AV I O R C H A N G E                          T E C H N O LO G I CA L
It describes a range of COVID-19              Move people from contemplation                      Potential automation and
vaccine attitudes and mindsets. And           to action                                           efficiency through technology
it provides recommendations for
                                              P R O D U CT D E S I G N & U SA B I L I T Y         O R GA N I Z AT I O N A L

                                                                                                                                         
effective trust building, messaging,                                                                                                     07
                                              Designing around the needs,                         Structures, systems, practices that
and engagement.
                                              mindsets, and behaviors of people                   enable solution deployment
                                              to facilitate
                                                                                                  STEM
                                              S E RV I C E E X P E R I E N C E                    Various forms of specific expertise,
                                              End-to-end service experience                       especially cross-industry
                                              that instills confidence and                        applications
                                              encourages greater participation
                                              in vaccination programs
CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
02
 Conceptual
Foundations

              
              08
CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
Conceptual Foundations

What drives the vaccination attitudes
and behaviors we are observing?

  P SYC H O LO GY O F R I S K                        C U LT U R A L LO G I C                        B E H AV I O R A L A R C H E T Y P E S

  H O W D O P EO P L E AS S E S S T H E              W H E R E D O C U LT U R A L VA LU E S A N D   H O W D O E S T H I S M A N I F E ST
  R I S K O F C OV I D -1 9 A N D M A K E            WORLD VIEWS COME FROM?                         AS AT T I T U D E S TO WA R D S
  D EC I S I O N S A B O U T VAC C I N AT I O N ?                                                   C OV I D -1 9 VAC C I N AT I O N ?

 The psychology of risk perception and               The answer to where worldviews                 The seven behavioral archetypes
 cultural cognition put the first pieces             come from can be found in the social           emerged from our qualitative study of
 of the puzzle into place. The human                 science research around cultural logic         COVID-19 attitudes and mindsets. We
  brain is less rational that we would like         – deep seated, normative values that            believe the right messaging and value
  to believe in evaluating new things. It            determine how we interpret the world           alignment can shift people’s mindsets

                                                                                                                                             
  takes a shortcut to evaluate new things            around us, perceive risk, and make             to be more receptive to getting          09

  in terms of our worldview and                      decisions. They span various socio-            vaccinated.
  past experience.                                   economic statuses, political ideologies,
                                                     and education levels.
CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
Psychology of Risk Perception                                                     Summarized from a presentation by Sarah O’Farrell from
                                                                                  ?What If! Innovation, The Cultural Cognition Project at Yale
                                                                                  Law School, and the work of Dan M. Kahan

The perception of risk is less about
scientific consensus, and more a
matter of how people feel about a new
technology. We often conflate "liking                                           Our brains evolved to use simple assessments.

                                                                                + Does XYZ threaten our way of life?
something" with whether or not it's risky.
                                                                                + Does XYZ fit with our deeply held values?

                                                                                + Does XYZ feel good or feel bad?
                            Whether we are interested in vaccine uptake,
                            medication adherence, or behavior change,           Our cultural values and emotional
                            the psychology of risk perception gives us          experiences feed into this evaluation. If a new
                            insights into how to develop solutions that         concept affirms our worldview, we like it
                            will drive acceptance, engagement,                  and perceive it as less risky. If it threatens
                            and adoption.                                       our worldview, it makes us uncomfortable
                                                                                and we perceive it as more risky.
                            Culturally Motivated Cognition argues that
                            our idea of risk stems from our deeply-held         Further, we are predisposed to perceive
                            values and beliefs about how society should         things that threaten our sense of comfort and

                                                                                                                                                 
                            be organized. In evaluating new things, the         ease as more risky than the scientific evidence                  10
                            role of data, pros, and cons are less significant   would suggest. Things that seem more
                            than we would like to imagine. Risk                 difficult are also perceived to be more risky.
                            assessments are actually based on emotional
                            and cultural processing, a marking of our           Finally, the more friction and uncertainty we
                            evolutionary past. This allows us to quickly        experience in an interaction, the more our
                            weigh a situation and take action. The threats      our brains will sense risk and avoid
                            in our environment have changed, but we still       the situation.
                            use the same mental shortcut to evaluate risk.                                CONTINUED ON NEXT PAGE
Vaccination is a great case study for the                                    C U LT U R A L LY M O T I VAT E D R I S K P E R C E P T I O N                     LO W R I S K
importance of cultural cognition. The                                                                                                                          HIGH RISK
                                                                                                      HIERARCHY
COVID-19 vaccines are a new technology
being introduced to society at-large. That
coupled with distrust of instutions grounded
in past experiences triggers our risk radar.                Climate change    HPV vaccination                         Compulsory                  Abortion

                                                            Nuclear power     Gun Control                             psychiatric treatment       LGBTQ+ rights
Generally, our beliefs about the world and
                                                            Gun ownership
how it should be organized can be categorized
into two tensions, represented on the
adjacent grid.
                                                      INDIVIDUALISM                                                                                COMMUNITARIANISM
On the horizontal axis is individualism and
communitarianism. Does a person prioritize
the rights of the individual first and foremost,
                                                            Abortion          Compulsory                              HPV vaccination         Climate change
or those of the community or                                LGBTQ+ rights     psychiatric treatment                   Gun Control             Nuclear power
larger population?                                                                                                                            Gun ownership

On the vertical axis is hierarchy and
egalitarianism, which is slightly more
elusive: does a person believe in traditional                                                      EGALITARIANISM
family structures, orientations of power,
and institutions, or do they believe in non-
                                                   Compulsory HPV vaccination spurred a                        On the other side, those who were more
traditional family and power structures with
                                                   contentious public debate, even though the                  egalitarian oriented perceived less risk in
a focus on equal treatment for all?
                                                   vaccine was shown to be very effective at                   the HPV vaccine. They were less threatened

                                                                                                                                                                              
These orientations are critically important        preventing cervical cancer. On one side of the              by ideas of womanhood and sexuality, and                       11

because they shape our perception of risk.         debate, people with a hierarchical orientation              more motivated by the value that sexual safety
If hierarchy is threatened, and we value           perceived the HPV vaccine to be threatening                 should be afforded to all.
hierarchy, we lash out at the risk.                and risky. The public health messaging about
                                                                                                               Issues of gun control, LGBTQ+ rights, and
                                                   safer sexual practices for women conflicted
A concrete vaccination example is presented                                                                    environmentalism tend to follow a
                                                   with their belief that sex is reserved for
in the paper “Who Fears the HPV vaccine,                                                                       similar pattern.
                                                   marriage. A vaccine mandate felt to them like
Who Doesn’t, and Why? An Experimental              the goverment intruding on their freedom
Study.”                                            and traditional family values.
Cultural Logic
The social science work
around cultural logic provides                                CHARACTERISTICS                     MESSAGING STRATEGY          EXAMPLE CAMPAIGN

guidance about what drives                                                                                                     Smokey the Bear
                                               + Inalienable worth of the individual,            + Emphasize community
                                     DIGNITY
our worldview. We have deep                      irrespective of context                           protection
seated, normative values that                  + Contributing to the “greater good”              + Intuition and making the
                                                 determines individual worth
determine how we interpret the                                                                     right choice
                                               + Internal altruistic motivation over external
world around us, perceive risk,                  perceptions
                                                                                                 + Allyship and altruism

and make decisions.                            + Shame comes from inadequately supporting
                                                                                                 + Return to caring

                                                 others
These cultural logics are                      + Identity stems from ability to help others
universal across nationality, race             + Utilitarianism
and ethnicity, age, religion, and
political orientation. And they      FAC E     + Emphasis on social hierarchy                    + Do your part to protect    I’d Like to Buy the
                                                                                                   your community             World a Coke
are fixed, unchanging.                         + “Face” determines worth. Value conferred
                                                  based on place in hierarchy and adherence      + Play your role
                                                  to norms.
Cultural logic provides a way to                                                                 + Loyalty to social order
                                               + Status based on supporting the social order
talk about cultural worldview                    and harmony                                     + Emphasize harmony

without bias or referring to                                                                       and non-confrontation
                                               + Loss of face incurs shame
political orientation.                         + Identity revolves around role performance

                                               + Accepts group will
We might think of public health
                                               + Confucianism
guidance as facts and science.
                                     HONOR     + Fiercely individualistic; highly loyal to ‘in   + Protect yourself and       Truth anti-smoking
However, these facts exist

                                                                                                                                                    
                                                 group’ peers                                      your family                campaign
within the context of cultural                                                                                                                      12
                                               + Reputation can be conferred or revoked by       + Highlight behavioral
values and can trigger a strong                  in-group peers. Protection of social image is     norms of identity groups
                                                 paramount.
emotional response. This                                                                         + Security and stability
                                               + Status determined by individual actions and
highlights the importance of                                                                     + Reputation
                                                 success
understanding the context                      + Breaking in-group norms incurs shame            + Return to security
of people’s worldview and                      + Identity revolves around local group norms
communicating to them from                     + Protect self and social unit.
within that worldview.                         + Objectivism
The segment titled "Elephant in the Zoom" in Episode 736 of            Dr. Tom Frieden listened to the discussion and
This American Life is a very concrete illustration of cultural logic   took notes. He came back on to present five
in action. The story takes the listener inside a focus group session   very clear facts:
to test COVID-19 vaccination messaging with a conservative
audience. The focus group was organized by the de Beaumont               1   If you get infected with the virus, it will go
Foundation out of concern for the continued vaccine reluctance of            all over your body and stay there for at
conservative voters.                                                         least a week and be much more likely to
                                                                             cause you long-term problems than
The first hour of the focus group was spent listening to the
                                                                             the vaccine.
opinions and concerns of the participants. Then the organizers
began testing fairly conventional public health and vaccination         2    If you get the vaccine, it will prime your
messaging, starting with Dr. Tom Frieden, former director of the             immune system, but then the vaccine is
CDC. He was followed by a several members of congress, some of               gone. It will not be with you anymore.
whom are also physicians.
                                                                        3    More than 95% of the doctors who have
Every fact and argument for vaccination gets rejected. Nothing               been offered this vaccine have gotten it
works; some participant become even more resistant                           as soon as they can.
to vaccination.
                                                                        4    The more we vaccinate, the faster we can
                                                                             get back to growing our economy and
                                                                             getting jobs.

                                                                        5    If people get vaccinated, we're going to
                                                                             save at least 100,000 lives of Americans
                                                                             who would otherwise be killed by COVID.

"All true. Heard the science before,

                                                                                                                              
                                                                                                                              13
 but it doesn't line up with what
 the response to the virus was on
 a federal level and a state level...
 I'm not going to take a vaccine."

— Female Participant
The final speaker was former New Jersey          "I think what I've learned is, I probably   "… presenting the science on COVID-19
Governor Chris Christie. He didn't try to         need to separate my reaction to             vaccines does not guarantee that
persuade people; he simply told stories of        the government involvement in this,         people will accept recommendations
                                                  and look at just the science. I'm a         or modify behavior accordingly.
how COVID-19 affected him and people
                                                  pharmacist. I used to work for Merck.       People can see the same evidence
around him. He contracted COVID at the
                                                  I know all their vaccines are good          and reach different conclusions if
White House, the "safest place in America."       products. I trust them. What I don't        they have different priorities.”
Five other people contracted COVID from           trust is the government telling me
the same meetings – President Trump, Hope         what I need to do when they haven't        – National Academy of Sciences
Hicks, Kellyane Conway, Bill Sapien, and Bill     led us down the right road, in my
Miller. Six out of seven people in the room.      view, to this day. So if I can set the
                                                  government aside and just look at
Chris Christie was the sickest and had the
                                                  the science and think about it from a
longest hospitalization. Hope Hicks, who is       medical standpoint, I think I'm OK."
in her early 30s and jogs 5 miles a day, was
sick for 10 days. And, Chris Christie had two    – Sue
relatives in their 60s, one a smoker and one
very healthy, die of COVID two weeks earlier.

This combination of facts and personal stories
finally started to have an impact, as shown by
the quote from a participant named Sue on
the right.

While this example is a conservative
audience, the same dynamic will play out
for any segment with strong hesitancy or

                                                                                                                                     
resistance. Facts and messages that don't                                                                                            14
align with their worldview are rejected.
Once you understand the worldview,
you can tailor the facts, messages, and
messengers to finally
break through.
03
Archetypes

             
             15
A . S T E A D FAS T O P P O N E N T S

7 Archetypes                                       B . I N D I F F E R E N T I N D I V I D UA L S
                                                   C . VAC C I N E A DVO CAT E S
                                                   D. CONCERNED SKEPTICS
                                                   E . CAU T I O U S S U P P O R T E R S
                                                   F. R E L U CTA N T VA X X E R S
                                                   G . H E A LT H Y I N D E P E N D E N T S
Beyond traditional demographics and
segmentation criteria often associated with
personas, archetypes draw on various data sets
to reveal user behavior – often expressed as                                              HIGH CONFIDENCE
                                                                                           IN VACCINATION
preferences, routines, goals, and interactions.                                                                  C
Archetypes help us understand systems of belief,
needs, expectations, context and circumstances
over time. Archetypes, by their very nature, cut                                                             E

across the more traditional persona constructs                                      G                   F
                                                   ANTI-VACCINE                                                      PRO-VACCINE
sometimes used in human centered design.
                                                                                                    B
It's not important what people did, but why they
did it.
                                                                               D
When analyzing mindsets and attitudes of                                 A

participants in a national qualitative study in                                            LOW CONFIDENCE
                                                                                            IN VACCINATION

                                                                                                                                   
early 2021, we identified seven archetypes that
                                                                                                                                   16
represent similar belief systems, standpoints,
frustrations and desires, and sentiments about
the vaccine and what life will ultimately look
like. These archetypes highlight helpful aspects   The archetypes map against both a pro- to anti-

of people's value and belief systems and provide   vaccine attitude axis as well as a confidence level
                                                   axis. This confidence level is dependent on their
insight into how we might approach vaccine
                                                   understanding and perception of how well the
conversation and action.                           vaccine would work for them.
S T E A D FAS T                   H E A LT H Y                     CONCERNED                       INDIFFERENT
     OPPONENTS                      INDEPENDENTS                         SKEPTICS                       INDIVIDUALS
This group is against getting     This group believes that the     This group is fearful of side    Getting the vaccine is not top
the vaccine and do not            vaccine is fine for others       effects and what the short and   of mind for this group. They
see themselves getting the        who are most vulnerable to       long term health implications    do not think it's necessary
vaccine in the future because     COVID-19, but trust in their     would look like for their        because they believe they
it opposes their beliefs.         good health and immune           unique health condition. They    are healthy enough already,
                                  systems above the vaccine.       will not consider the vaccine    and they have largely already
                                                                   for years.                       "returned to normal."

                                                                                                                                     
                                                                                                                                     17
     CAUTIOUS                           R E L U C TA N T                  VAC C I N E
    SUPPORTERS                           VA X X E R S                   A D V O C AT E S
This group believes that the      This group has reservations      This group is fully supportive
vaccine is helpful, but they do   about the vaccine, how           of getting the vaccine or have
have a few reservations for       rushed it was, and what the      already been vaccinated. They
themselves or loved ones in       side effects would be, but are   may have some questions, but
getting the shot.                 ultimately willing to get        fully trust the shot.
                                  the shot.
Array of Engagement Strategies

                       S T E A D FA S T          H E A LT H Y   CONCERNED        INDIFFERENT          CA U T I O U S   R E L U C TA N T         VA C C I N E
                       OPPONENTS              INDEPENDENTS       SKEPTICS        I N D IVI D UALS    SUPPORTERS         VA X X E R S          A D V O CAT E S

D E F I N I T E LY                                                                                                                                              D E F I N I T E LY
WON’T GET                                                                                                                                                       WILL
T H E VAC C I N E                                                                                                                                               VAC C I N AT E

                                      Invest

                                                                                             Motivate

                                                                                                                                      Inspire

                      13-19%                                         15-21%                                               64%
                      Those who say 'definitely not' or              Those who say 'only if required' and                 Those who have already been
                      'only if required' when asked if they          'wait and see.'                                      vaccinated or will vaccinate as
                       will get a vaccine."                                                                               soon as possible.

                     + Emphasize value alignment                   + Provide reassurance                               + Focus on mobilizing

                     + Plan for long-term engagement              + Positive and motivating framing                  + Provide avenues for advocacy

                     + Requires trusted,                          + H
                                                                      ighlighting risk when                           + Create the emotion of “shine”

                                                                                                                                                                                     
                        in-group messengers                          appropriate (i.e., positioning                                                                                  18
                                                                     vaccination as safer than                         + Create opportunities to celebrate
                     + Emphasize conversation                       contracting COVID-19)
                       over directives
                                                                   + O
                                                                      pportunities for consultation
                                                                     and conversation with
                                                                     healthcare providers

                                                                                                                                           PERCENT OF POPULATION ESTIMATES
                                                                                                                                           EXTRAPOLATED FROM KFF VACCINE MONITOR,
                                                                                                                                           VALID AS OF 14 MAY 2020
Steadfast Opponents
                                                                         VACCINE MINDSET / ATTITUDE
                                                                         + Steadfast Opponents are against getting the vaccine and do not see
                                                                           themselves getting the vaccine in the future. They would require
                                                                           significant investment in time and effort to sway
                                                                           their decision.
                       “My main concern around
                                                                         + They believe the entire handling of the vaccine effort has been
                        vaccinations is always the integrity
                        and honesty by which information is
                                                                           messy – from the information released on it, to the supply and
                        provided, as well as the integrity and             demand, to the two presidential administrations handling
                        honesty about the manufacturing of                 the rollout.
                        the vaccination.”
                                                                         + These individuals believe in their own ability to manage risk and do
                       —Kevin
                                                                           not have faith in masks or distancing offering much protection.

                                                                         + Steadfast Opponents are very religious and believe some vaccine
INFLUENCES                            COMMON DESIRES
                                                                           ingredients directly oppose their faith – testing on/using stem cells
Family, religion / church,            No more masking, let people
spouse, independence                  make decisions for themselves,       or aborted fetus is not acceptable for them.
                                      no more politicization of
PERSPECTIVE ON FUTURE                 the vaccine                        + They believe that this vaccine effort was rushed and fighting
Go back to the way things were
before the pandemic                   COMMON BEHAVIORS                     something like COVID-19 could take decades to master.
                                      Follow the rules but also follow
BELIEF SYSTEMS                        own beliefs and practices, watch   + These individuals may have directly experienced COVID-19 and

                                                                                                                                                   
Very religious, political – lean      our for self and family
republican, autonomy                                                       overcome it; further bolstering their beliefs in the human immune       19
                                      PARTICIPANTS                         system and strengthening their faith and resolve to remain in
NEWS SOURCES                          Kevin, 65
Medical Journals, Associated          Kathy, 50
                                                                           control of their bodies and their choices.
Press, friends/family, Epoch
Times, Christian news sources

COMMON FRUSTRATIONS
Phasing done wrong, supply and
demand, forcing populations or
professions to vaccinate
Healthy Independents
                                                                      VACCINE MINDSET / ATTITUDE
                                                                      + Healthy Independents believe that COVID-19 is real, but that it is
                                                                        more or less like the flu. They believe that for most people who are
                                                                        healthy, in good shape, and have healthy immune systems, getting
                                                                        sick is a “non-event.”

                                                                      + They begrudgingly follow the mask rules and social distance
                    “I am not worried and feel completely
                     safe and subject myself to this every
                                                                        regulations – but don’t think either does much and will take off
                     day. I do not feel that I need to take             their masks as soon as they can.
                     precautions. I don't feel like that threat
                     is that big. But I'm not against anyone          + They have generally continued to live life as though COVID-19
                     that does.”                                        weren’t around. They travel, see friends and family, watch their
                    —Bob
                                                                        kids play, and continue with their normal activities as much
                                                                        as possible.

                                                                      + They value their independence to make a choice about this vaccine,
INFLUENCES                            COMMON DESIRES
                                                                        and presently do not see a need for it. Some of their friends and
Politics, family,                     Want to get back to no masks
personal knowledge                    and being able to live freely     family have vaccinated, and while they respect that, they do not
PERSPECTIVE ON FUTURE                 COMMON BEHAVIORS
                                                                        think the vaccine is necessary for them.
Bodies will learn and adapt and       Mask only when absolutely
the world will get back               necessary, haven’t really       + If the vaccine became mandated for them to do their jobs or travel,
to normal                             changed any other behaviors       this group would likely reconsider their current denial of

                                                                                                                                               
BELIEF SYSTEMS                        PARTICIPANTS                      the vaccine.                                                           20
Lean republican, believe in           Bob, 40
taking care of their bodies and       Georgia, 55
being healthy and active

NEWS SOURCES
Google, self-research

COMMON FRUSTRATIONS
COVID-19 is being blown out
of proportion, it’s largely drug
companies making money
Concerned Skeptics
                                                                       VACCINE MINDSET / ATTITUDE
                                                                       + Concerned Skeptics are leery of the vaccine, not only because it was
                                                                         seemingly tested, manufactured, and distributed quickly – but also
                                                                         because it was not tested on individuals with their particular health
                                                                         concerns. The concerns about side effects, how it would impact
                                                                         their current (good) health status, and what it means long-term are
                  “We keep our masks on, we don't go                     all questions swirling in this archetype’s minds.
                   out any more than we have to, and we
                   try to stay further than six feet away              + These individuals have a very forward-looking perspective and
                   from people. It's just a whole mess of                expect another year of masking, social distancing, and avoiding
                   things, so we're trying to do the best                public as much as possible.
                   we can.”

                  —Michael
                                                                       + Right now, they are not willing to vaccinate, but are willing to
                                                                         think about it. Though, they would still wait a few years before
                                                                         considering an actual needle to arm.

INFLUENCES                          COMMON DESIRES
                                                                       + Because of their concerns about personal health and the
Health, chronic or recent health    Want to know how the vaccine         implications of the vaccine, they would consult with their care
issues, family                      would impact personal
                                    health status
                                                                         team, whom they trust above all else, about what they should
PERSPECTIVE ON FUTURE                                                    specifically do or not do.
Going to keep being careful and     COMMON BEHAVIORS
wait for guidance on when it’s ok   Home bodies, stick to
                                                                       + They are not overly informed about the vaccine effort, but know

                                                                                                                                                 
to not mask or distance             themselves, take the news with
                                    a grain of salt, trying the best     enough to know it’s not for them at the moment.                         21
BELIEF SYSTEMS                      to take care of themselves and
Self, health provider               those they love

NEWS SOURCES                        PARTICIPANTS
CNN, Apple News, National News      Troy, 37
on TV                               Michael, 63

COMMON FRUSTRATIONS
So many unknowns with the
vaccines, different news every
day, no long term findings
Indifferent Individuals
                                                                         VACCINE MINDSET / ATTITUDE
                                                                         + Indifferent Individuals tend to be less risk averse to COVID-19. They
                                                                           are younger, in relatively good health, and don’t see COVID-19 as a
                        “I was never COVID safe. I would go                threat to themselves or those in their immediate social circles.
                         meet up, for better or worse, living my
                         daily life as close to normal as I could.       + The see the vaccine as less about protecting themselves, and more
                         I’m not worried about my personal
                                                                           about having a “ticket” to return to the activities they enjoy
                         safety, but I’m also not worried to
                         be in a room with vaccinated or                   guilt-free.
                         unvaccinated people. I don’t have
                         personal fears, but I will be cognizant
                                                                         + Indifferent Individuals tend to express the social and lifestyle
                         of others.”                                       benefits of being vaccinated, though they may also admit that their
                                                                           behaviors won’t radically change from what they currently do to
                        —Danielle
                                                                           see friends, family, and enjoy their time. The social pressure to
                                                                           vaccinate will also be a key motivator.
INFLUENCES                            COMMON FRUSTRATIONS
Returning to normal,                  Disruption of daily life,
                                                                         + With the vaccine, they would feel cleared to return to the things
convenience, making others feel       social routines, ambiguity of        they enjoy, rather than doing those things at the expense of the
comfortable, alleviating stigma       guidance, stigma not being           judgement of others.
                                      “COVID safe”
PERSPECTIVE ON FUTURE
Thinks the future will be             COMMON DESIRES                     + The convenience of the vaccine becomes a key factor for them.
whatever we collectively decide       A return to normalcy,                Having an easily accessible, clearly communicated, quick process in
on, just wants their lifestyle to     protecting their social and
                                                                           getting the shot(s) can overcome the risk that these folks will take a

                                                                                                                                                    
fit into it                           mental health
                                                                           “free-ride” on the collective benefits of herd immunity.                 22
BELIEF SYSTEMS                        COMMON BEHAVIORS
Individually-oriented, seeks          Not very stringent in following
social connection                     prevention guidelines, indoor
                                      diner, congregates with friends,
NEWS SOURCES                          takes precautions to make
General news media, avoids            others comfortable
political bias
                                      PARTICIPANTS
                                      Danielle, 25
Cautious Supporters
                                                                      VACCINE MINDSET / ATTITUDE
                                                                      + Cautious Supporters tend to support the vaccine in its objectives
                                                                        – they internalize the threat of COVID-19 to themselves and their
                                                                        communities, recognize the need for herd immunity to overcome
                        “My husband and I are getting the               the virus, and want to put an end to this public health threat.
                         vaccine, but I don’t think I will have
                         my son will get the vaccine. I worry         + At the same time, they are cautious about the individual
                         that it may affect his ability to father       ramifications the vaccine may have for themselves – they are
                         children in the future. I worry that it
                                                                        worried about the lack of long—term data and want to ensure that
                         isn’t effective and once people get
                         it they will let their guard down on
                                                                        this is the right decision for their health.
                         safety protocols.”
                                                                      + Cautious Supporters will use the tried and tested tools they have
                        —Susan                                          available to them for prevention, so long as they are not bodily
                                                                        invasive and present additional health risks (i.e., an injection). They
INFLUENCES                              COMMON FRUSTRATIONS
                                                                        tend to mask, social distance, and stay home when the option is
Desire for herd immunity, risks         No long-term data, doctors      available to them. In many ways, non-vaccinated prevention tools
of side effects risk-averse, risk of    unable to answer detailed
COVID-19 for themselves and             questions, worried about
                                                                        feel safer and easier to them than the risks of getting vaccinated.
loved ones                              adverse reactions
                                                                      + Cautious Supporters tend to be motivated to vaccinate based on
PERSPECTIVE ON FUTURE                   COMMON DESIRES
                                                                        well-communicated evidence on the vaccine safety. They also
Wishy-washy – the ”new                  Beating COVID-19, orienting
normal” will look different, and                                        may be motivated by increased external risk, such as being put in
                                        COMMON BEHAVIORS

                                                                                                                                                  
congeal slowly                                                          positions where congregation is necessary.
                                        Takes COVID prevention                                                                                    23
BELIEF SYSTEMS                          behaviors seriously
Communitarian orientation,
belief in COVID as a threat,            PARTICIPANTS
eager to contribute in the ways         Joe P., 25
they can                                Susan, 44
                                        David, 51
NEWS SOURCES                            Jerry, 59
Common mainstream media,
wide range of sources and
political leanings,
“truth-seekers”
Reluctant Vaxxers
                                                                       VACCINE MINDSET / ATTITUDE
                                                                       + Reluctant Vaxxers are not opposed to vaccines in general but
                      “If the vaccine becomes mandated,
                                                                         believe that the COVID-19 vaccine was rushed and is still in the
                       I would get vaccine. If that’s a
                       mandatory by government that will
                                                                         experimental phase. They have serious questions about how the
                       become my higher priority for me                  vaccine will affect their health in the short and long term.
                       and that will push me to get it. It
                       tells me something that if something            + They would prefer to rely on traditional methods, like masking and
                       happened, I feel more better that I               physical distancing, to combat the virus and have been very careful
                       can sue government.”                              about exposure when going out. They are very concerned that
                      —Jabinia                                           many areas are relaxing mask requirements and worry this will
                                                                         increase cases and exposure.

                                                                       + They may be pushed to get the vaccine if they feel it will help family
                                                                         return to activities they love or if the vaccine was required by a
                                                                         trusted business or industry. Fear of the virus and the lack of care
                                                                         from others is also a driver in their decision making.
INFLUENCES                          COMMON FRUSTRATIONS
Personal experience with            Lack of clear information,         + Reluctant Vaxxers are very well informed and are up to date on the
medicine, science                   unanswered questions. Worry
                                    that the rest of the world isn’t     latest information about the vaccine and vaccination efforts.
PERSPECTIVE ON FUTURE               taking the continued need for
Going to continue to mask and       vigilance in pandemic
social distance, believe we won’t   behavior seriously

                                                                                                                                                  
be able to return to normal for
an extended period of time          COMMON DESIRES                                                                                                24
                                    Health and happiness for
BELIEF SYSTEMS                      themselves, their family and
Focused on their own health         the community
and the health of their friends
and family                          COMMON BEHAVIORS
                                    Continue to wear masks and
NEWS SOURCES                        worry that the rest of the
CDC, NPR and other news             world isn’t
sources they perceive as
non-biased                          PARTICIPANTS
                                    Kelly, 52
                                    Jabinia, 46
Vaccine Advocates
                                                                       VACCINE MINDSET / ATTITUDE
                                                                       + Vaccine Advocates are those who have already gotten the vaccine or
                                                                         have strong desires to get the vaccine in the future.

                                                                       + They are active information seekers and have a strong preference
                          “I decided to get it because I don't           for unbiased information sources and regularly keep up with
                           want to be continuously worrying
                                                                         new developments.
                           about going out, catching it and
                           bringing it home, giving it to my           + Vaccine Advocates tend to believe that going back to normal is
                           grandson and other family members.
                           Plus, with my health, I decided it's
                                                                         dependent on how widely the vaccine becomes available as well
                           better just to get it.”                       as the number of people vaccinated. They hope that not only
                                                                         themselves and their friends/family will vaccinate, but also others,
                          —Nanci
                                                                         including children, as soon as possible.

INFLUENCES                           COMMON DESIRES
                                                                       + They value health and life and make decisions to to keep themselves
Health, family, know people who      A return to normalcy, get           and others healthy and safe. They want to do their part to add to
got or died from COVID-19            vaccinated as soon as possible,     herd immunity.
                                     achieve herd immunity
PERSPECTIVE ON FUTURE
Thinks more vaccinations will        COMMON BEHAVIORS                  + They are most likely to conform to taking any available vaccine
accelerate returning to normal –     Actively seeking out                options they are given. They tend to have a willingness to take the
which may look a little different    information, f
                                     ollowing regulations                risk of having side effects as long as the vaccine is effective.
BELIEF SYSTEMS

                                                                                                                                                
Range of political affiliations,     PARTICIPANTS                      + They hope to go back to normal – not wearing masks – once they         25
believe in science and medicine      Nanci, 52
                                     Joe F., 73                          are vaccinated, however, they are also willing to follow regulations
NEWS SOURCES                         Samson, 38                          if needed.
CDC, City’s website, Governor's      Latosha, 33
social media, CNN,                   Shelly, 54
National News                        Joshua, 40s
                                     Jessica, 36
COMMON FRUSTRATIONS
Information transparency and
accuracy, frustrations towards
vaccine doubters and
anti-vaxxers
Opportunities for Influence
Depending on an individual or archetype's                       supports are in place. For those closer                    the vaccine, inspiring them to spread
stage in the decision-making process,                           to a "yes," approaches should emphasize                    beliefs, have conversations, and mobilize
different approaches and expectations                           emotionally motivating these individuals                   will be key. This framework illustrates how
are necessary. For those least motivated                        positively, providing needed information                   these various dimensions may appear in
to take the vaccine, larger cultural shifts                     clearly, introducing behavioral nudges,                    each archetype and highlights some basic
may be required, and we must invest in the                      and making sure the service experience is                  strategies for investing in, motivating, and
emotional, belief-driven, and intellectual                      as simple, smooth, as accessible as possible.              inspiring them.
spaces, while ensuring that if they do                          Lastly, for those who are ready and willing
decide to get a vaccine, proper ease and                        to get the vaccine or have already gotten

                      S T E A D FA S T       H E A LT H Y        CONCERNED          INDIFFERENT           CA U T I O U S    R E L U C TA N T         VA C C I N E
                      OPPONENTS           INDEPENDENTS            SKEPTICS          I N D IVI D UALS     SUPPORTERS          VA X X E R S          A D V O CAT E S

D E F I N I T E LY                                                                                                                                                    D E F I N I T E LY
WON’T GET                                                                                                                                                             WILL
T H E VAC C I N E                                                                                                                                                     VAC C I N AT E

                                     Invest

                                                                                                Motivate

                                                                                                                                                                                           
                                                                                                                                           Inspire
                                                                                                                                                                                           26

                        13-19%                                          15-21%                                                64%
                        Those who say 'definitely not' or               Those who say 'only if required' and                  Those who have already been
                        'only if required' when asked if they          'wait and see.'                                         vaccinated or will vaccinate as
                        will get a vaccine."                                                                                   soon as possible.

                                                                                                                                               PERCENT OF POPULATION ESTIMATES
                                                                                                                                               EXTRAPOLATED FROM KFF VACCINE MONITOR,
         STRATEGIES                                                                                                                            VALID AS OF 14 MAY 2020
S T E A D FAS T O P P O N E N T S

                                                              EMOTIONAL               Perceived condescension,              Removing directives, asking
   INTERNAL

              The most personal and close-to-home
              factor, the emotional factor, captures a                                feeling neglected, angered by         questions, active listening
              person’s sense of self-interest, culture/                               politics
              values, autonomy, and and how they
              analyze risk on a personal level.

              The belief factor captures the influence        BELIEFS, INFLUENTIAL    High value on autonomy,               Messaging around values,
              of a person’s political, religious, and                                 frustration with vaccine rollout,     emphasizing choice,
              scientific/medical views.                                               religious values, personal over       promoting vaccine as personal
                                                                                      public health                         health, educating on public
                                                                                                                            health

              The intellectual factor embodies the            INTELLECTUAL            Viewing science through                Appealing to moral duty and
              influence of a person’s knowledge and                                   religious lens; emphasis on            religion, emphasizing clinical
              understanding of information, news,                                     micronutrients, ingredients,           trial success, providing fresh
              and data.                                                               and small health niches                voices to accommodate a
                                                                                                                            "new perspective"
FAC T O R S

              The experiential factor frames the              EXPERIENTIAL            Experiences with paternalism,         Religious vaccination efforts;
              influence that a person’s proximity to                                  feeling written off, seeing           personalized conversations;
              COVID-19 (including testing, vaccines,                                  things they love taken away           giving space to acknowledge
              diagnoses) has had on them and their                                    from them                             and air grievances
              behaviors / attitudes.

              The physical / environmental factor             PHYSICAL,              Frustrated with lockdowns and           Connecting vaccines to re-

                                                                                                                                                              
              captures the influence that a person’s          ENVIRONMENTAL          low mobility, want access to            opening, offering vaccines in
              location, accessibility, and lifestyle has on                          spaces again                           "lost community spaces" such      27
              their mindset and behavior.                                                                                    as churches and fitness groups

              Finally, the global factor, which is also       GLOBAL                 "Every person for themselves" /        Messaging around national
   EXTERNAL

              the most external factor, frames how                                   "survival of the fittest" mentality;   security, removing politicians,
              influential national security/wellbeing,                                concerned about government            getting the government out
              public duty, government, public health,                                 overreach                             of COVID/the economy by
              and the bigger picture are to one's                                                                           managing it ourselves
              individual actions.                                 BARRIERS /
                                                                  CONSIDERATIONS

                                                                  STRATEGIES
H E A LT H Y I N D E P E N D E N T S                                 CONCERNED SKEPTICS

EMOTIONAL              Frustrated with COVID-19          Emphasizing taking charge           Risk averse, concerned with       Highlighting stories of others
                       politicization, annoyance with    of personal health, ending          unique health status,             with "unique" conditions,
                       others who are                    masking through vaccination,        high stress                       emphasizing feelings of safety
                       risk-averse                       removing politics, and giving                                         and reassurance
                                                         choice

BELIEFS, INFLUENTIAL   Emphasis on autonomy, belief      Speaking to vaccines                Latch onto stories of adverse     Emphasize long-term efforts,
                       in mind-body                      in a mind-body context,             reactions, side effects;          highlight monitoring and
                       relationships, indiviudalistic    emphasizing "strength,"             forward-looking and               surveillance tools
                                                         creating spaces for vaccine         future oriented                   and data
                                                         discourse in "alternative health"
                                                         groups

INTELLECTUAL           Interested in health niches,      Highlighting health risks for       Fine data points, adverse         Address the details; Unique,
                       compelled by health fads,         healthy people and chronic          outcomes, negative details        condition-specific messaging;
                       interested in the optics of       condition "niches", speaking to     outweigh positive                 emphasize vaccine
                       personal health interventions     chronic condition management,       story arcs                        development and
                                                         discussing "immune resilience"                                        scientific wins
                                                         from the vaccine

EXPERIENTIAL           Interested in health niches,      Business incentives for             Mishandling of prior health       Messaging side effect
                       compelled by health fads          vaccination, equipping mind-        conditions, poor vaccine          expectations up front,
                                                         body health influencers             reactions in the past, wanting    proactive outreach
                                                                                             unique attention                  from providers

PHYSICAL,              Will likely view vaccination      Ease in access such                 May be less mobile individuals,   Geographically close vaccine

                                                                                                                                                                   
ENVIRONMENTAL          as a "necessary evil" or          as scheduling, easy                 more concerned about              locations, emphasizing
                       inconvenience, may be             transportation, and spatial/        exposure risk on-site             exposure protection on-site         28
                       deterred by site inefficiencies   workflow design to make                                               beforehand, outdoor clinics
                       or scheduling issues              vaccination feel like "part of a
                                                         personal health journey"

GLOBAL                 Individualism, personal            Framing vaccines as a              Worried about the big             Discuss the future of COVID-19
                       responsibility, and an             large-scale personal health        picture. Focus on vulnerable      and how they can contribute to
                       emphasis on personal health        movement ("taking charge,"         populations                       eradicating it. Highlight wins in
                                                         "protecting yourself," "getting                                       disproportionately impacted
                                                          the government out of your                                           communities
    BARRIERS /                                            health")
    CONSIDERATIONS

    STRATEGIES
INDIFFERENT INDIVIDUALS                                                  CAUTIOUS SUPPORTERS

EMOTIONAL              Indifference to COVID-19 risk,       Social and mobility incentives        Compelled by collective efforts    Emphasizing feelings of safety,
                       desire for "normalcy," frustration   for vaccination, emphasizing          to eradicate COVID-19, more        protection of family, taking
                       with COVID-19 obsession              COVID-19 long-haul risks              risk averse, want to protect       steps for the collective
                                                                                                  selves and family

BELIEFS, INFLUENTIAL   Less politically interested, high    De-emphasize politicians,             Communitarian orientation,         Messaging around community,
                       value on social activity and         emphasizing lost social activities,   belief in COVID-19 as a threat,    emphasizing community
                       connection, desire                   creating "instagramable"              eager to contribute in ways        leaders, sharing motivating
                       for independence                     moments                               they can                           stories

INTELLECTUAL           Swayed by anecdotes, less focus      Promoting positive vaccine            Information-oriented, desire       Single information source,
                       on science, want unbiased "quick     experiences and anecdotes,            for no bias, focus on health       scientific updates, safety
                       takeaways"                           messaging basic science               data, prefer the "solutions they   data messaging, introducing
                                                            accessibly                            know" (masking, distancing,        vaccines as a "complement" to
                                                                                                  etc.)                              masking, etc.

EXPERIENTIAL           Have likely experienced              Emphasizing ease and                  Concerned with doctors             Messaging the service
                       COVID-19 and recovered just          convenience, addressing               dismissing health concerns;        experience beforehand, 1
                       fine, concerned about adverse        reaction concerns, quick and          unique personal or family          on 1 doctor conversations,
                       reactions from former vaccine        simple scheduling                     situations that drive concern      discussing risks of re-opening,
                       experiences, don't want to go                                              around long term side effects      family vax programs
                       through hassle of vaccination

PHYSICAL,              Likely to view vaccination as        Ensuring convenience                  More likely to be concerned        Community-based

                                                                                                                                                                       
ENVIRONMENTAL          an inconvenience                     (smartphone scheduling apps,          over exposure at the site, more    vaccination efforts, mobilizing
                                                                                                                                                                       29
                                                            ride-share codes, prompts and         emphasis on community-             efforts, family vax programs,
                                                            notifications for eligibility)        based solutions                    outdoor clinics

GLOBAL                 Emphasis on personal                 Public health education,              Emphasis on community,             Herd immunity education,
                       health, little interest in larger    discussing community spread           wanting to contribute, tuned       discourse around localized
                       implications                         and herd immunity, emphasizing        into global failings and bad       applications of public health,
                                                            global travel and social activity     news may be a disincentive         highlighting safety and
                                                            benefits of vaccination                                                  efficacy wins
    BARRIERS /
    CONSIDERATIONS

    STRATEGIES
R E L U C TA N T VA X X E R S                                          VA C C I N E A D V O CAT E S

EMOTIONAL              Less risk aversion than             Making people feel secure in       Excited, motivated by the          Creating easy tools, media-
                       cautious supporters, can be         their choice, not introducing      vaccine, forward-looking           sharing, text scheduling, or
                       easily deterred, are anxious        additional concerns, ensuring                                         mobilization to "spread
                       to contribute to vaccination        a smooth experience                                                   the love"
                       efforts, but want to do so safely

BELIEFS, INFLUENTIAL   Communitarian orientation,          Messaging around community,        Belief in science and medicine     Conversation guides for others,
                       belief in COVID-19 as a threat,     emphasizing community                                                 equipping with talking points
                       eager to contribute in ways         leaders, sharing motivating
                       they can                            stories

INTELLECTUAL           Desire for unbiased information,    Assurance of the right decision,   Focused on data points,            Conversation guides for
                       mitigating personal risk,           continually messaging              media narratives, trusted          engaging with others,
                       validating decision to get          vaccination "wins" and safety      governmental and scientific        equipping with talking points
                       the vaccine                         developments                       sources

EXPERIENTIAL           May be triggered by an              Maximizing the service             Tend to more positively view       Consistently delivering on a
                       experience during vaccination       experience, improving the          vaccine experiences, see the       smooth and pleasant service
                       that reminds them of past           ease of vaccination, ensuring      tradeoff of immune response        experience, giving stickers/
                       experiences (neglect,               culturally competent and           effects as worth it                text scripts as mobilizing tools,
                       pain, etc.)                         patient-centered health                                               monitoring post-vaccine
                                                           system interactions                                                   reactions

PHYSICAL,              Concern over on-site exposure       High convenience to "ease          Already high demand for            Transportation subsidies and

                                                                                                                                                                     
ENVIRONMENTAL          risk, need easy scheduling          the decision" – follow-up          vaccine, access barriers will be   mechanisms, paid time off
                                                                                                                                                                     30
                       mechanisms so as not to             messaging after scheduling,        key to solve                       for shot + recovery, smooth
                       deter, need assurance of            transportation aid, paid time                                         service experience, leveraging
                       transportation to site              off work, etc.                                                        excited individuals for
                                                                                                                                 outreach

GLOBAL                 Emphasis on community,              Herd immunity education,           High excitement, eagerness to      Leveraging these individuals
                       wanting to contribute, tuned        discourse around localized         contribute to herd efforts         to start a global vaccine
                       into global failings and bad        applications of public health,                                        movement. Using early
                       news may be a disincentive          highlighting safety and                                               adopters to inspire and
                                                           efficacy wins                                                         mobilize
    BARRIERS /
    CONSIDERATIONS

    STRATEGIES
04
Recommendations

                  
                  31
Recommendations
at a Glance
   These recommendations are informed by multiple
   workstreams over the course of nine months
   working under the auspices of the California
   Testing Taskforce. The initial work centered on
   COVID-19 testing strategy and transitioned
   to vaccination. The work includes secondary
   research, primary qualitative research, convening

                                                       
   leading designers and innovators, and a digital     32

   study using machine learning to develop hyper-
   specific behavioral segments.
W H AT W E SAY, H OW W E                           B E H AV I O R C H A N G E                           W H O D E L I V E R S T H E M E S SAG E
SAY I T, W H E N W E SAY I T                       A N D E CO N O M I C S
This set of recommendations revolves               This set of recommendations stems from               The spokesperson, messenger, and/or
around messaging, communication,                   the attitudinal shifts, psychology, factors          authority figure delivering information
aspects of follow-up, and outreach                 leading to adoption, role of incentives,             about the vaccine will be just as vital as
pertaining to the vaccine. The message             the power of control and autonomy, and               the message itself. The social influence
itself and the design of how it is executed        behavioral economics at play when it                 surrounding the vaccine can be leveraged
drives significant impact. People need to          comes to making a decision about                     to drive more shots in arms.
feel heard and have their concerns                 the vaccine.
taken seriously.

+ U
   tilize “Get Out the Vote” models of calling,   + C
                                                      reate a common moral enemy around                + L everage positive peer pressure through
  texting, scripting, and door-knocking.             COVID-19.                                             individuals who have already vaccinated.

+ A
   void restating myths or misinformation in      + C
                                                      ontinuously tailor messages and nudge            + U
                                                                                                           se virtual platforms to scale local experts
  an effort to debunk falsehoods.                    individuals with ads and messages.                   (physicians, nurses, pharmacists, etc.)
                                                                                                          through virtual consults, chats, and
+ S
   hare real-life stories of                      + E
                                                      mphasize the sentiments and feelings that          recorded conversations.
  vaccination successes.                             protection with the vaccine gives us.
                                                                                                        + H
                                                                                                           arness influential social networks to
+ S
   howcase personal vaccine stories in            + P
                                                      rovide non-medical incentives through              disseminate information and
  tandem with sign-up options.                       community partnerships.                              host conversations.

+ C
   onsider leveraging machine learning to         + P
                                                      ut risk in comparison of other life activities   + D
                                                                                                           o not engage politicians or celebrities to

                                                                                                                                                          
  identify users and messaging.                     – i.e., being struck by lightning.                    deliver vaccine information, use local
                                                                                                                                                          33
                                                                                                         "real" endorsers.
+ P
   rovide avenues for people to express
  concerns, have real conversations, and
  feel heard.

+ L everage scheduling for more than
   just logistics.

+ S
   hare overlapping messages at scale, and
  specific messages through more narrow
  communication channels.
E D U CAT I O N A N D                             I N T E RV E N T I O N / S E RV I C E
I N FO R M AT I O N                               DESIGN
This category involves the yearning               The service design, experience, and
for understanding around the vaccine              end-to-end journey of getting a vaccine
and what educational elements and                 are critical considerations that can
information might help answer questions,          make or break a person’s impression
ease anxiety, and drive acceptance.               of the vaccine itself. Captured here are
                                                  recommendations highlighting how to
                                                  optimize the intervention.

+ V
   isualize the vaccination development          + L everage health system data as well as
  process to clarify the safety and efficacy        public datasets to identify “hotspots” where
  guardrails in place.                              vaccine demand and/or access is lagging.

+ C
   reate a task force of mutli-lingual, multi-   + M
                                                     ake the vaccine moment
  cultural “nudgers” to contact                    “Instagram-worthy."
  undecided people.
                                                  + C
                                                     ommunicate the end-to-end service
+ C
   reate a go-to, all-encompassing source          experience in detail in advance of
  for specific and personalized                     an appointment.
  vaccine questions.
                                                  + Introduce mobile and walk-in sites in areas
+ H
   ighlight the chain of impact that vaccines      with lower vaccination demand.

                                                                                                   
  can have.
                                                  + M
                                                     aximize the 15 minute wait time post-shot    34

+ C
   reate a source or tool for people to self-      to mobilize and inspire others.
  identify personal health status and see how
  they should prepare for the vaccine.            + Introduce more streamlined options for
                                                    scheduling (or use walk-in slots).
+ A
   dmit what we know, what we don’t know,
  and how those things change over time.          + U
                                                     tilize scheduling as a moment in which
                                                    concerns can be eased and transparency
                                                    can be emphasized.
W H AT W E SAY, H OW W E                    Humanize vaccine hesitancy: provide balanced,
SAY IT, W H E N W E SAY IT                  unbiased information; bring in both side of the
                                            story and not only highlight the positive pro-vaccine
                                            sides of it; help with decision making in a non-
                                            judgmental way; have public discourse about the
                                            pros/cons of the vaccine.

 This set of recommendations revolves
                                            Openly talk about the mental health impacts of the
 around messaging, communication,
                                            pandemic and how we might alleviate long-hauler
 aspects of follow-up, and outreach         syndrome with the vaccine.
 pertaining to the vaccine. The message
 itself and the design of how it is
 executed drives significant impact.        Take the time to listen to communities of color
 People need to feel heard and have         about vaccine mindsets instead of just telling them
 their concerns taken seriously.            that they are hesitant because they are Hispanic,
                                            African American, etc. Asking these communities
                                            to trust the government now with the vaccine after
                                            years of racial injustice isn't about being "hesitant," it
                                            is about not trusting the system, intentions,
                                            or outcomes.

                                                                                                         
                                                                                                         35
"The science doesn't mean a lot to me
 because I'm not educated in that field.    Create community listening sessions for individuals
 What resonates with me are hearing         to communicate with their own thoughts and
 real life stories of 'hey - this is what   opinions first so that they can feel heard and have
 to expect, this is the experience, and     their communication needs identified.
 these are the side effects.”
–Danielle, 25 (Study Participant)
Develop a framework for communicating          Find and share real stories from those
                                                                                             RELUCTANT VAXXERS, STEADFAST OPPONENTS
scientific developments simply and             who have vaccinated across different
                                                                                             Humanizing hesitancy is key. These individuals do
without propagating distrust and alarm,        initial mindsets (nos to maybes) to use for   not want to feel condescended to or told what to do,

frame solutions around alleviating             setting the stage and to encourage similar    but recognized for having rational perspectives and
                                                                                             beliefs as the first step in connecting and discussing
information fatigue.                           mindsets to vaccinate as well.                their beliefs.

Create spaces for two-way connection           Remove the politics from the                  RELUCTANT VAXXERS, CONCERNED SKEPTICS
and discourse so that communities              conversation, or show how opposing            Avoiding restating myths is key. Stating myths to dispel
                                                                                             them may run the risk of surfacing new concerns
feel heard.                                    political sides agree - get them all on       around vaccination.
                                               a stage or a news platform and show
                                               cooperation and same messaging.
Restating a myth or misinformation in an                                                     MIS- AND DISINFORMATION RESEARCH
effort to debunk it is counter productive.                                                   1 in 3 unvaccinated individuals believe or are unsure about
It further validates the falsehood. Instead,   Instead of making information feel            common COVID-19 vaccine myths.

inform by stating compelling facts.            clinical or oversaturated with facts,          + 19% believe or are unsure that COVID-19 vaccines
                                                                                                 currently being distributed contain the live virus
                                               showcase personal vaccine stories                 that causes COVID-19.
                                               in tandem with signup options and              + 12% believe or are unsure that COVID-19 vaccines

Send a message to all patients that            highlight easy to act on,                         have been shown to cause infertility.

                                               localized locations.                           + 12% believe or are unsure that you have to pay out-
leads with “vaccines will be available                                                           of-pocket costs to get the vaccine.
in your area soon and you are eligible

                                                                                                                                                           
to vaccinate, do you have questions?”                                                        The search term 'sputnik’ is highly associated with the       36
instead of “put your name on the waitlist.” Like "get out the vote" phone banks              Spanish language translation of ‘get the vaccine,’ but
                                                                                             it should be known that the Russian vaccine bears the
Those with questions receive a call back.   or texting volunteers, enlist an army
                                                                                             same name and is not available in the US, nor is it the
                                            of volunteers to "get out the shot"              most common vaccine in South America. If you want to
                                                                                             target Spanish speakers in America who are interested
                                            encouragement. Provide phone scripts
                                                                                             in getting the vaccine, run ads that target the
                                            and text scripts.                                term ‘Sputnik.’
Provide clear, direct messaging that puts
the risks and side effects of each vaccine
into context for a holistic perspective.
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