CALIFORNIA CORONAVIRUS TESTING TASK FORCE - Human Centered Recommendations for Increasing Vaccine Uptake
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CALIFORNIA CORONAVIRUS TESTING TASK FORCE June 8, 2021 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
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
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
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.
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
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.
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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