Human signals Exploring emerging human behaviour and service purpose during COVID-19 - EY
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Human signals Exploring emerging human behaviour and service purpose during COVID-19 Edition 2 | June 2020
A rolling research project EY Seren teams are running two-week sprints of Insights in this issue EY Seren teams mixed-method research to understand how the 1. Do I trust it? help global pandemic is changing how we live and how 2. A new era of leadership we work. 3. We’ve all lost something organisations The hypothesis is that human behaviour is 4. Make do and mend achieve growth changing significantly, and that service 5. Sharing space and burdens providers will need to significantly change what 6. Generation crisis by serving the they offer and how they offer it, to meet these 7. Virtualising customs and rituals new needs. To do that, EY Seren teams are 8. Escape from home needs of people, running: communities ▶ Desk research across over 200 sources The anatomy of an insight and the planet. ▶ Depth interviews with people, virtually, in their own homes about what really matters to Each fortnight EY Seren teams are collecting the research into a series of insights. We expect them right now these to morph and adapt through this series of papers. All references are given at the end of the ▶ Diary studies with customers across the UK to document. get insight into how behaviour is changing Peter Neufeld | Partner Interviews with design leaders and ▶ Title of the Key Supporting EMEIA Financial Services LEAD | Head of Financial Services CX professionals across sectors to understand signal insights evidence EY-Seren Limited how COVID-19 is transforming the role of pneufeld@uk.ey.com design and delivery +44 (0) 746 744 1864 ▶ Quantitative surveys to validate and scale the insight Joel Bailey | Director EY Seren teams will publish what we discover to joel.bailey@ey-seren.com our community fortnightly. If you want to share EY-Seren Limited +44 (0) 794 115 6449 your opinion or find out more about this research, please let us know. How long will Implications Implications it last? today tomorrow EY Seren | Growth Re-Imagined Private and confidential 2
Leaving lockdown – a recipe for behavioural confusion? Governments are looking for strategies that unlock the economy whilst minimising health risks – a challenging behavioural dilemma. Moving to phase 3 – the UK has moved Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 into phase 3, with a roadmap set out. Social distancing Social isolation Pulsing Vaccine Immunity Trials of health evidencing schemes are 4 weeks 10-18 weeks 12-18 months 18-24 months TBC underway, alongside “back to work” guidance for employers. The US is hesitantly moving back and forth between Some countries are moving into phase 3 The hunt for a vaccine continues, Immunity remains a phases 1 and 2, depending on location and attitude – faster than others. China, New Zealand, across 40 global teams, with confusing picture. News Entering a new phase – after a period with civil liberties ideology clashing with science. South Korea, Spain – all have moved to near-daily and often premature of a new more virulent based on a relatively simple rule to stay social distancing or some sort, with claims of new solutions. strain emerging in the at home, we are now entering a more pulsing in place to manage case spikes. last few days further complex phase, with its own risks. complicates things. Cognitive load – humans en-masse Full adaptation, full recovery Uncertainty don’t perform well under complex guidance, especially when it goes Losing confidence against ingrained habit and custom. Minimising, Testing The wider the range of interpretations, denial Confusion the greater the likelihood the rules will UK now Partial adaptation, Disbelief Exploring partial recovery be eroded, intentionally or unintentionally. Depression Trust – so far there’s been a high rate Numbness Accepting Phoenix of obedience to the rules and science. Crisis recovery In recent polls “scientists are the most trusted, [and] Government officials… Collapse are at the bottom of the rank.” The former work in open and peer-reviewed transparency to protect health. The latter work under very different circumstances and to a range of balanced objectives. Public trust in the combined team and their rules are Information is imperfect Alert to the crisis, people Many people begin to accept aspects A range of end states materialise, based on two variables – how likely to be tested in this phase. and poorly distributed, rapidly shift behaviour, of the crisis, exploring and testing well the individual recovered and long it has taken them. Some leading to a slow and often focusing on physiological new, healthier adapt. Others take recover from the ashes through “moment of truth” interventions Service inconsistency – it now looks gradual change of safety and security, with longer to adapt or adapt less well or from providers. likely that different sectors will work behaviour. rising financial and not at all. psychological vulnerability. Successful providers innovate at speed, externally and under different rules. But people don’t Some service providers Providers are adapting existing internally, to create an effective future for their customers and experience life as sectors, so confusion were able to anticipate and Some service providers journeys and channels, and colleagues. and inconsistent behaviour is likely to prepare themselves and were able to anticipate and launching new propositions to help their customers for the prepare themselves and customers begin to recover. rise. crash. their customers for the crash. EY Seren | Growth Re-Imagined Private and confidential 3
Do I trust it? Key insights Supporting evidence wellbeing of your customers and staff over financial concerns during the crisis Unsurprisingly, what people trust and distrust has “When we smell something putrid or “off” we ▶ If you’ve made missteps in your response, changed. In some areas normal factors have tend to feel, and indeed signal, disgust, and create an overt trust rebuilding strategy, to accentuated, but in others new factors have arisen. whole areas of the brain, particularly the recover ground. Economies and markets are founded on trust – so all insula, are activated. Decisions such as what the talk about “reopening the economy” will only be ▶ Given COVID-19 is likely to last in social to eat, who to mate with, are influenced by memory, return to your vision and mission, 78% enabled by close attention to these. such subtle non-conscious factors... What we and ensure that trust plays a key role. Physical - surfaces, spaces and other people are all know is that when in a state of stress or possible sources of infection and thus not to be when sensing danger, we all tend to be more Human insights immediately trusted. suspicious and less welcoming of others Want businesses generally.” - Dr Graham Music, Consultant "Who would want to go on holiday? I don't Emotional - our ability to trust others comes down to judgements of whether they demonstrate competence, to protect Child and Adolescent Psychotherapist want to be the first jumping on a plane, going to a restaurant, I'd rather observe others act with integrity, care about others and honour commitments. This is acute for new behaviours, such as employees and “Employer communications are the most first." credible source of information about the digital usage or contact tracing apps, where emotional local coronavirus. 63% said that they would - Diary participant, Male 65 concerns around security are likely to need managing. communities believe information from that channel… "When I went to Lidl, they were wiping over Perceived: time is a factor. People are willing to spend versus 58% for a government website and lots of things they had hand sanitiser as you 10 minutes in close proximity to get groceries, but not 51% for traditional media.” - Edelmans' Trust walked in […] It meant I didn’t feel as dirty two hours in a cinema, and much less a week on a Barometer Report out today, I know that was probably in my cruise ship. mind before, but I didn’t feel as grossed out." Currys PC World is planning to roll out a Prejudice: trust is determined through our “fast zero-contact Drive Thru model, so that thinking’” brains, which are often caught up with - Diary participant. Female 31 customers can shop without entering stores. unconscious bias and prejudice. This could lead to the "Some supermarkets will let only one person exclusion of certain groups, e.g. minority groups who Implications today in, others have social distancing outside, and are affected significantly by COVID-19. free flowing inside - we never went back ▶ It’s not enough to be clean. You need to there." provide evidence of cleaning and a clear How long will it last hygiene protocol - screens, sanitisers, floor markers - all of these provide a base level of - Diary participant, Male 65 “ comfort and reassurance. It takes a lot of mental and emotional effort to ▶ Given the BAME community is live in a world where you distrust everything. disproportionately affected by COVID-19, pay We’re just not used to it. Providers who foster particular attention to your diversity and Airlines are talking about spare seats and signpost trust, allowing people to “get it on inclusion agenda. in between passengers. But you still face value”, will thrive. In other domains, there is ▶ Use marketing content and outreach efforts don’t know what germs are around. potential for this latent mistrust to be negatively that resonate with customers, and avoid the - Diary participant, Male 65 sustained in a culturally corrosive way, as blame inauthenticity of bandwagoning for mistakes gets distributed and defensive Implications tomorrow “divide and conquer” strategies kick in. ▶ Clearly demonstrate that you prioritise the EY Seren | Growth Re-Imagined Private and confidential 5
A new era of leadership Key insights Supporting evidence ▶ Coach senior leaders in conscious and vulnerable leadership qualities, so they’re The mid 1930s sparked the era of the engineer. Veblen, Scott, and Rautenstrauch “We believe that leadership is strengthened open to diverse points of view and mixed likened society to a machine, calling for government as “social engineering”. The by continually referring to the big picture as sources of information. policymaker’s role was to tinker and probe, to keep things working despite stresses, an anchor for meaning, resisting the ▶ Encourage leaders to bring their own strains, and shocks. temptation to compartmentalise or to struggles and experiences to bear, to create The 1970s brought the era of the scientist. “Neoliberals developed their ideas on the consider human life in statistics alone. empathy and understanding, and avoid the model of physics.” In this mode, countries, markets and firms could be run according to Leadership in an uncertain, fast-moving often demanding and alienating need to be a “Washington Consensus' of standardised policies”. Nations and markets became crisis means making oneself available to feel “always alpha”. “convenient laboratories” for change. what it is like to be in another’s shoes — to COVID-19 is accelerating us into a new era: that of the doctor. The doctor sees the lead with empathy. ” Human insights newly globalised and financialised economy like an organism struck by pathogens – Harvard Business Review "I tried to create the feeling in people that where old rule books don’t apply, and where subjectivity and objectivity sit on an equal they are empowered to treat the situation as footing. The opportunity to shift strategy towards purpose, sustainability, and “But one thing is clear: traditional “alpha” they wanted to and get everything in place in inclusiveness is available in ways that it wasn’t before. leadership is not proving very helpful at all in their own way. You can control your own this crisis. Those who attempt to project As leaders around the world focus on the longer term recovery ahead, there is an narrative’" puffed-up authority and come across as emerging realisation that any return to normal will require them to transform their businesses, services and platforms. There is also a desire to not only return to a “new falsely knowledgeable in a situation where - Senior Manager, Professional Services there is no certainty are clearly not the Business normal” but address larger, regional and global challenges along the way such as people we can trust right now.” climate change, poverty, and access to healthcare. Care is the new watchword – so "I've gotten to know my line manager as this shift to a doctor mindset of leadership seems like an opportunity that shouldn’t be – The Financial Times more of a friend.“ missed. – Diary study participant, Female, 30s Leading in this new era requires a range of new attitudes and traits: empathy, Implications today purpose, acting on behalf of all stakeholders your organisation represents and impacts; "I’m being honest with my team about the ▶ If you’re in a leadership position, look as much down days I experience, this makes it easier the ability to seek a range of inputs yet be decisive; being other-directed, strong vision- to your heart as to your head, but don’t get setting; and balancing risks. If in doubt do what the doctor does – get closer to the for them to share their true feelings with me woolly – urgent decisions are critically needed. people you care for. and the team. A feeling where a team ▶ Find ways to have contact with real customers member can say “I’m overwhelmed” and and colleagues at the frontline, to balance the they can take the day for their head“ How long will it last “filter bubble” risk of acting only off second- hand “cold” dashboard data about people. - Director, FTSE100 ▶ Keep your communications clear and “ EY Seren teams can relate to a lot of this. We transparent. have long recognised the need to combine thick ▶ Don’t fear mistakes and missteps. Avoid the messy data about humans, with the cold hard instinct to double down to appear confident. data from machines. To bring different experts Please be strong, be kind, and unite together in experiments, and use customer Implications tomorrow against COVID-19. contact to trigger empathy. This is a way ▶ Create cognitively diverse teams, especially at Jacinda Ardern - New Zealand Prime Minister through wicked problems, so it feels like an leadership levels, as they’re proven to acceleration of a long-term shift. outperform cognitively normative teams. EY Seren | Growth Re-Imagined Private and confidential 6
High Access Significant financial support, well We’ve all lost something information and extended network support Resources Our access to resources to Storm Optimistic Weathers Adapters change and adapt Key insights Human insights Passively waiting Confidently for recovery secure Everyone’s lost something to COVID-19 and everyone’s navigating “Today has been tough to be honest. Went High recovery from loss. At one extreme there are those who have lost a shopping on my lunch break and I think a Low capacity capacity loved one and experience grief and bereavement. Then the many combination of things, the relaxing of the Overwhelmed lockdown rumours and just general anxiety made Impacted who have lost income and financial security. And then the billions of and switched this a big deal. Found myself struggling to follow but people who have lost their freedom. The connecting factors – the my wife’s fairly simple shopping list and feeling off Severely Muddling loss of connection, security, agency, identity and independence. powering on very overwhelmed.” Impacted Through The loss of rituals to deal with dying and grieving further extends - Diary study participant, male, 36 At risk Alone but the experience of bereavement and recovery. It has become harder Capacity Our communities persevering to be present for friends and loved ones, to support them through “I didn’t sleep too well. I think it's because I'm ability to the emotional hardships and experiences of grief and isolation. anxious about how the economy is going to change and Loss is a well-established area of psychological enquiry. It can lead recover from this but not only that, will my own Low Access Limited access to job be safe as well? Will it be affected by any adapt to depression and anxiety, but also anger. For example, the money, information and support redundancies when I go back?” perceived loss of freedom in the US during lockdown has led to acts - Diary study participant, male, 31 of civil disobedience. Loss Mindsets Understanding two key dimensions of our collective sense of loss will EY Seren teams have created a framework to identify four customer help providers improve services to better support people: Supporting evidence mindsets across a spectrum that maps the intersection of our Resources: access to resources is an indicator of how well someone “They tell us that COVID-19 is the great leveller. psychological capacity for change and the access to resources required will recover from loss. If you have access to information, support It’s not. It’s much much harder if you’re poor.” to support us through that change. This framework allows us to align and money, you’re more likely to recover. - Emily Maitlis, BBC News new and improvised service experiences to the specific need states of customers and colleagues. It allows us to experiment with ways to serve Capacity: although you may have access to resources, you may not customers better, and use digital services and advanced analytics to have the capacity to apply those resources, due to the debilitating support customers in improving their capacity for change, in effects of grieving or the loss of identity from redundancy. circumstances where improved access to resources may not be possible. Implications today Implications tomorrow The poorest fifth of How long will it last ▶ Recognise the vulnerability of customers ▶ Identify opportunities to support With COVID-19, there’s a strong cultural sense that households direct 55% and colleagues as a fact. Don’t try to airbrush it out. customers and colleagues through a phase of post traumatic recovery and of their budgets on average growth. everyone has lost something. The key for providers ▶ Help people to normalise their emotions to essentials, compared with now is to move beyond the initial response phase of by providing information about usual ▶ Review customer journeys and service just 39% for the richest fifth reactions and pointing out that people communications for practical providing self-serve webpages and content People living in more often prevail, and even grow, through opportunities to help customers shift resources, and create solutions that build the deprived areas in the UK crisis. their mindset and increase their capacity customer’s capacity for change. The BBC’s use of have experienced COVID-19 Connect to other service providers that for change. BBC Bitesize is a great example of helping both ▶ mortality rates more than can support customers and colleagues Connect customers together in children and their parents to build their capacity to ▶ double those living in less with limited access to resources. communities where they can support home-school. deprived areas. one another and position your brand as a partner in recovery. EY Seren | Growth Re-Imagined Private and confidential 7
Make do and mend Key insights Supporting evidence Human insights Although many have lost something in this crisis, there’s also “All bread bakers feel united. People are baking bread in “My son is excited as I have created a little movie night and emerging evidence of people trying to create something new. many different languages” made little snack boxes, we would’ve never done this kind of thing before. Made cookies again – it went wrong. I’m not Consumption of screen content has risen, but the combination - Nigella Lawson good at baking, but lockdown has made me try” of binge-watching colleagues then binge-watching Netflix isn’t “The garden is a sanctuary. No one wants to be isolated just much fun - there is a need to achieve a screen-life balance. - Diary study participant, female, 31 in their house. It’s good for the mind … it gives you a sense of This desire to create something new is not about chest- well-being.” “The one thing I reflected on today when both me and my son thumping declarations of emerging from isolation with a suite were lying on the grass in our garden, was the fact that this - Alan Roper, The Blue Diamond Group of new skills, a new business idea and a brand new body, it's a has given not just us, but everyone a great opportunity to re- gentler notion. live the "old school" days where parents had a lot more time to play with their children, spend time away from the TV and Given the scarcity of goods, resources, stimulus and cash, computers.” people are having to make do and mend what they have. - Diary study participant, male, 31 This shift from consumption to production is helping people find or rediscover the forgotten pleasure of the creative process. Life in lockdown from diary study participants So whilst for some this may be developing a new skill, for many it is the smaller acts, having a go at scratch cooking, creating a movie night or taking up drawing again, that are John Lewis is reporting a rise in sales providing both relief and support, and bringing families closer of sewing machines, craft kits and together. wool as people become more creative with their time. How long will it last Online DIY product sales were up 42% How much of this is born out of necessity versus choice is in March. yet to be seen. For some, financial prudence will mean this becomes a necessary way of life for some time – a Implications today Implications tomorrow means of exerting control over their lives and expenditure. For others, the benefits to wellbeing, health, ▶ People are evaluating what they consider to be essential ▶ New models of consumption will begin to emerge as the spending, especially as the longer term financial long term benefits of what lock down means in terms of and family togetherness may form new rituals and values. implications bite – the experience of “making do” is one way climate change and consumer waste are examined. Brands As countries begin to emerge from lockdown, our people are taking control and managing their financial that can activate the desire in customers and colleagues to newfound – and sustainable – skills will compete with the uncertainty. make a difference will build on the loyalty they are creating consumer convenience of the ready-made, pick-up-and-go through purpose with customers. ▶ Engage consumers in their desire to “create” and provide culture. them with access to the tools, resources, and insights to ▶ A shift to purpose-centred design will support brands in make do with less, and create experiences in isolation that creating authentic value with customers and colleagues in generate value. the post-lockdown consumer experience. EY Seren | Growth Re-Imagined Private and confidential 8
Sharing space and burdens Key insights Supporting evidence Human insights COVID-19 is changing how people interact and navigate “The Mayor of London, Sadiq Khan, and TfL have today “Now I think I’ll be anxious and more cautious about getting spaces (both public and private). We are moving from a unveiled their “London Streetspace” programme which will on packed tubes” “high-touch” to a “low-touch” world. rapidly transform London’s streets to accommodate a - Diary study participant, female, 31 possible ten-fold increase in cycling and five-fold increase in Urban infrastructure is ill-suited to physical distancing and is “I think, one factor I have found challenging during this walking when lockdown restrictions are eased. …TfL will being hastily changed to signal desired behaviours. rapidly repurpose London’s streets to serve this lockdown is that this is now the ‘new norm’. The whole Employers will roll out physical distancing measures in unprecedented demand for walking and cycling in a major queuing up for ages to get into a shop and then not being able workplaces. This is already happening in China. new strategic shift.” to go with my wife to several shops, this has made shopping a lot more difficult, but I completely understand as to why it Citizens’ new default position will be to avoid crowds and - Press release, 6 May 2020 needs to be done.” public transport. Bicycle use will increase in urban areas. “A crucial factor for the future direction of the property - Diary study participant, male, 31 market is the willingness of the “Bank of Mum and Dad” to People are sharing the burden of lockdown in family units and local communities. In some cases family members in the same keep on lending or gifting deposits” local community are using social media to stay connected as - Clare Barret, Personal Finance Editor, FT they are forced to self-isolate. In the short term, impacted workers have relied on bank As of 1st May 4M workers have been repayment holidays and the government furlough scheme to sustain them. However, when these crutches are withdrawn, furloughed on 80% of pay ,and more individuals will be forced to turn to their family and other than 1.2M have paused their mortgage networks to bridge income gaps. repayments for three months. Social distancing signposting in enclosed public spaces How long will it last Implications today Implications tomorrow ▶ Service providers should facilitate the shift to “low-touch”. ▶ Urban infrastructure will be redesigned to better regulate Changes to public and private space will persist long after They must consider how to encourage healthy behaviours citizens’ flow around cities and reduce overcrowding and the immediate peak of infections subsides. Retail and to welcome customers back in a safe environment. “choke points”. leisure environments will be forced to adapt to facilitate ▶ Employers must introduce short-term transformations to ▶ Employers should consider scaling down office space out of low-touch, limited-proximity operating modes until a office configuration, including contactless doors, lifts, room economic necessity, re-imagine the use and need of vaccine is widely available. dividers and much stricter cleaning regimes. physical space for safe working and customer service and accommodate increased virtual working routines for most ▶ Employers will need to stagger the employee return to The phasing out of the government furlough scheme from workers from home. workplace. Guidelines for employees need to be clear with July will mark the beginning of a new phase of focused, hyper-care engagement. ▶ Service providers must plan for a significant decrease in vulnerability for workers as they turn to family to share consumer activity and inability of borrowers to sustain ▶ Customer experiences will need to manage new need repayments. burdens. states, anxieties and changing behaviours for a return to the high street and close proximity services. ▶ Services will need to further digitise to ensure they are resilient, can accommodate pre-vaccine consumer behaviour and return to lockdown when outbreaks emerge. EY Seren | Growth Re-Imagined Private and confidential 9
Generation crisis Key insights Supporting evidence Human insights A whole generation is growing up that only know crisis: with “More than a third (35%) of 26-40-year-olds are preparing to “I woke up so early today had the worst night’s sleep and the the 2008 financial crisis, COVID-19, and Brexit in the dip into savings and 22% are borrowing money from a friend worst dreams. I realise now I think it was because I was foreground, and the climate crisis ever-present in the or family member to get by… 8 in 10 (78%) millennials say watching the news before bed as this happened last week as background. they are currently concerned about their ability to pay bills well as all the dreams in a weird way were about COVID-19. I and loans.” was so anxious.” The typical psychological responses to crisis are uncertainty, Diary study participant, female, 32 fear and hopelessness, whilst at the same time people try to - Yahoo Finance live an emotionally positive life. This can lead to cognitive “They have smaller savings accounts than prior generations. “Struggled today because work was slow, and I didn’t have dissonance and bewilderment – as indicated by the research: They have less money invested. They own fewer houses to much planned besides that. I live alone so often feel lonely refinance or rent out or sell. They make less money, and are during lockdown and miss human interaction with family and ► Longing for human connection vs valuing the solitude friends.” less likely to have benefits like paid sick leave… Compounding ► Guilty about screen time vs screens providing a lifeline their troubles, millennials are, for now, disproportionate - Diary study participant, female, 31 ► Living for now vs feeling helpless about the future holders of the kind of positions disappearing the fastest.” ► Enjoying a life pause vs tragedy of trauma elsewhere - The Atlantic ► Enjoying family time vs madness of forced intimacy “ Opportunity to introspect vs feeling sick of myself 1/5 ► ► Wanting to grasp the opportunity vs feeling exhausted ► Rediscovering cooking vs bored cooking every meal As we’re trying to hack the system ► Working from home is good vs binge watching colleagues of millennials is bad and figure it out, we just got hit who were saving Optimism for humanity coming together vs pessimism of again… It makes you just want to lay ► for first home down and just stay there. long-term outlook Millennials, born between 1981 and 2008 and now the largest now using cash to - Vox magazine interviewee part of the workforce, are maturing into a world of continual cope day-to-day. personal and emotional turbulence. How long will it last Implications today Implications tomorrow ▶ This cohort likely makes up a large part of your workforce, ▶ Seek out the voice of this cohort in decision-making, This is a generation that has only ever known crisis and so make time to empathise with the conflicting emotions whether from employees inside your organisation, or from the persistent need to adapt for the short term. Whether people are feeling. customers outside. it leads to post traumatic stress or growth depends on ▶ Adapt the service propositions you offer to better serve the ▶ Provide explicit permission to this group that they can individual capacity for change. EY Seren teams expect an need for stability and security-seeking. Create offers that experiment through change. Empower them to explore increase in security-seeking and also radical new thinking. combine a pathway to the future combined with flexibility radical thinking, within a structured approach that manages along the way. risk. EY Seren | Growth Re-Imagined Private and confidential 10
Virtualising customs and rituals Key insights Supporting evidence Human insights Customs and rituals are integral to being human. There is an uncanny sense of incompleteness when one can’t hug a 90% Chinese authorities are working hard to encourage citizens to stop the tradition of shared "Morning home-schooling is more structured than the afternoon" loved one, head out to meet friends and family for lunch, of the world’s plates and potluck meals. - Diary study participant, female, 31 or shake hands with a client at the start of a meeting. population now The retailer Currys have launched a new live “We are not socialising in person but are going Equally, physical playground rituals play a real role in live in countries video shopping service to allow people to browse onto Zoom and various WhatsApp groups but childhood education. Many families struggle with the stores with help from professionals. even this is getting boring now – except with my with travel children and grandchildren. Generally, really fed responsibility of home schooling and keeping children Some UK bank branches are using video restrictions. up that I can't do what I want.” engaged. conferencing to maintain contact with their local customers. - Diary study participant, male, 65 Our leisure time is marked by rituals of collective meals, An estimated weekend trips to shopping malls and high streets for lunch 25M aviation Many museums, cultural sites, and travel and dinner, window shopping, sporting events, cultural destinations have launched virtual tours you can jobs and 100M access from home and explore at your leisure. events, and so much more. travel and “We’re not going to swing the doors open and go As the summer months approach, travel destinations, tourism jobs are back to what was happening before. I don’t think culture events, and sports are all virtualising a return to at risk. that “where shall we go in Europe for the a mediated shared experience. weekend?” approach is going to come back in the We are more social, in many ways, than ever before, and same casual manner.” social distancing is really more about physical - Tony Wheeler, Lonely Planet distancing and our willingness to experience services and share moments together safely in close physical proximity. Implications today Implications tomorrow How long will it last ▶ Adapt your service so that old rituals and customs can be ▶ Find ways to create new customs and rituals. maintained. ▶ Virtualise service to create increased social proximity whilst It’s about physical distancing, not social distancing. ▶ Think about the physical touchpoints not only in your service maintain physical distancing. Allow colleagues to connect Service providers need to create new ways to engage experience, but the journey to your service and journey home with customers and increase the personal nature of the customers in physical proximity and connect families afterward. What are the concerns your customers and services you provide, powered by your digital capabilities. and friends through social and commercial rituals that colleagues will have? How will you address them? How will ▶ Tap into your customers’ new found sense of purpose and can be enhanced and supported by digital and virtual you virtualise and deliver your service experience to the longing for a return of social experiences, to drive better experiences. And as new habits and rituals emerge, home? engagement and create connections that will last a lifetime. with a focus on sustainability and social purpose, ▶ Use your research, insights and analytics to gain a deeper brands have an opportunity to shape new services and understanding of your customers’ needs and shape virtual experiences that can build a stronger emotional connection. value propositions. EY Seren | Growth Re-Imagined Private and confidential 11
Escape from home Key insights Supporting evidence Human insights The end of the lockdown honeymoon has been palpable: the A recent poll by the Economist found that over a third of “I’m less concerned about getting back to work but more flood of memes have reduced, the long-term fatigue of Americans think it will be “several months” before it will be worried about the prospect of getting there – will I really want isolation is kicking in, and though some may not yet feel ready safe to reopen businesses as normal—which suggests that if to get on the Tube, step into an elevator or even eat lunch to return to work, many more are ready to escape the home. businesses do re-open some customers, at least, may stay out?” away. - Design Leader, FTSE100 Governments are easing lockdown restrictions. Complex social distancing rules and personal health concerns will make the EY research participants had conflicting perspectives on the “Finding it tough being away from loved ones. Feeling sad return to physical proximity a complex challenge for those future, desiring an escape from home but also balancing that I can’t physically see them.” returning to work, their high street, and their school. Expect a personal and family health concerns and conflicting messages - Diary study participant, female, 31 return to some things, but normal is unlikely to be one of across the global media and government landscape. “Like lots of Nans, I’m missing my grand-daughters. I just them. want to hug them and smell them. I want to kiss their sticky Each individual will balance competing and inter-related Footfall in a faces.” personal, family health and financial wellbeing considerations Wuhan - Diary study participant, female, 56 “ when assessing their level of comfort with a return to any physical proximity. shopping district Many have found new ways to live and work, which will be As people come out of this crisis and start either cast away or reconfigured in a new round of dropped experiments. from 60k a coming back to work, the first thing that I would do is have a discussion about what For customers dealing with complex issues like bereavement, day to everyone learned from the experiments they 10k illness, and job loss, these will continue and they’re likely to demand new digital expectations developed during lockdown ran. Some of those experiments were by force, to be met. others were by choice, but we've all had to test out different routines and the way we work. post - Adam Grant, lockdown. How long will it last Wharton School Professor and Author of Give and Take The return to work will be an ongoing effort as markets Implications today Implications tomorrow re-open and people escape their homes to physically re- ▶ Set clear principles about the way you’ll manage the ▶ Set up a return to work central function, to explore what engage with services, family and colleagues. Responding process. elements of this experiment should remain and what should to colleagues and customers with purpose, transparency end. ▶ Set-up and track how customers and colleagues are and empathy will be essential. Our day one response will experiencing the shift, so you can quickly inform decisions. ▶ Be transparent with your behavioural insights and data, adapt over time. Customer and colleague sentiment collating cross-sector best practice, and government ▶ Pay overly close attention to feedback and measures, and guidance on staying healthy and well in close proximity. measurement will help you navigate changing behaviours communicate regularly, at the same crisis levels, on any and expectations. adjustments to protocol. ▶ Even though we’ve progressed to phase 3, make plans for intermittent returns to phase 2, and also for how you will progress based on phase 4 and 5 scenarios. EY Seren | Growth Re-Imagined Private and confidential 12
Edition 2 Working with signals How to apply these insights in your organisation
Working with #humansignals Using the concept-generation matrix so you can action these human signals in your organisation About this method Step-by-step guide The next couple of pages walks you through a simple, hands-on method for Step 1. Prepare Step 2. Explore Step 3. Prioritise generating ideas from these human signals, or any insights ► Take the themes from human signals ► Secure enough time for your team to ► Bring the groups back together. you may have access to or be that resonate with your organisation focus on this exercise. We would generating. The aim is to help Ask each group to talk through their and prioritise the ones you want to recommend around 90 minutes. Set ► you identify opportunities and work on. the scope for the session based on preferred ideas. Encourage anyone with a similar idea to call out “snap” generate ideas relevant to your strategic or team priorities. What to do? ► Feel free to rephrase or break them (you can utilise the chat function your customers, organisation down to suit your needs. Just make ► Break the team into smaller breakout here), and then contribute any builds and context. sure your team has a shared groups of two, in separate calls if they might have. Encourage a “yes understanding of them. possible and assign them each a and…” mindset to build on ideas. When to use: theme or set of the themes to You can also supplement the list with Once complete, you should have a explore. Have the teams code ► ► Once you’ve read the themes any additional insights your own populated board. Ask everyone to and are thinking: how can I challenges in red and opportunities in research teams may have identified. yellow. vote against their favourite ideas. apply these to our organisation, Some tools have dedicated voting in our context? Lay out your insights in the below Give people 30-40 minutes to work features. Give each team member a ► ► format, on your online whiteboard quietly in pairs, to generate ideas in fixed number of votes to cast. What you’ll need: tool. You should end up with the each of their boxes. Give people a same themes labelled along the Look at the results of voting and timeslot and target number of ideas ► ► A team of people horizontal axis and areas of impact agree on what ideas should be per box. Keep the energy up and responsible for your COVID- along the vertical axis. drive momentum. Quantity and prioritised. 19 response chemistry is more important that ► Every grey square then represents the intersection of a theme with an quality at this stage. ► An open-minded and trusted atmosphere area of impact. ► Reliable video conferencing tool Human Human Human Do I trust it A new era of leadership Customs and rituals … … Canvas to use ► Online whiteboarding tool signal 1 signal 2 signal 3 Customer … Customer … Colleague … Colleague … Business … Business … EY Seren | Growth Re-Imagined Private and confidential 14
Working with #humansignals Moving from human signals towards a timeline of opportunities (Page 2/2) Step-by-step guide continued Step 4. Put your ideas on a timeline Step 5. Run your customer and organisation through the concept You should now have a range of ► This step is all about prioritising which ► This step is about going deep into your idea from a customer’s point of view, and from a fresh, COVID-19 relevant, ideas need to be worked on most urgently. few organisational points of view – so you can check it’s desirable, feasible and viable. customer-centred and ► Edit the timeline headers below to fit with ► Customer: whether B2B or B2C, your customer will experience your service idea over business-oriented concepts to your organisation’s own milestones, or you time. If you have customer personas, introduce them here. Their experience will have a: socialise within the business. What to do? can use our timelines from earlier in the Before – the trigger and the route are critical, how the need emerges and the document (from pulsing through to ► immunity) – whichever works best. customer discovers the service and decides whether to invest time and effort in it to get value out. ► Take each priority idea from step 3 and allocate them to a phase in the timeline. ► Begin – first impressions of a service matter and are where new behaviours are forged. Get in touch if you ► For each idea, challenge the team on how they can deliver value across all three time ► During – how the customer gets value over time from using products and channels. want help with any horizons. As an example, for a beyond concept, what is the now activity to ► After – how the customer assesses the service and shares the experience with others. of this or would like consider that may allow us to deliver value earlier. ► Channel: consider which channels customers are likely to want to use to interact with the service. a facilitated session. ► Enablers: which internal organisational teams need to be consulted to make this a reality? ► Success measures: what cost, revenue and experience metrics will indicate service success for your idea. Yuliia Pashkova | Service Design and Research Consultant Now Next Beyond Before Begin During After EY-Seren Limited yuliia.pashkova@uk.ey.com Canvas to use Customer +44 (0) 739 287 9840 Days and weeks Weeks and months Months and years Channel Joel Bailey | Director joel.bailey@ey-seren.com Enablers EY-Seren Limited Success measures +44 (0) 794 115 6449 EY Seren | Growth Re-Imagined Private and confidential 15
Edition 2 Leaders guide On creating value remotely
When value comes from deep work, how do you help teams avoid the shallows of remote working? Why you now need to move from a situation of remote busyness, to a focus on remote value creation. EY Seren teams have long recognised the Remote working can increase shallow work and decrease the deep work where value is created power of “deep work”, which is why our sprints ► Constant interruptions to check in and communicate break flow, which is a critical ingredient of deep work. The usually have “dark room Fridays”, so people fewer the interruptions, the better quality the work. can recharge, collect their thoughts and let ► The need to be be visibly productive becomes the need to be connected. The industrial work model of creative ideas emerge from the hustle of a “productivity” required workers to be visibly working for the full eight-hour day to justify their employment. In busy week. remote knowledge work, this isn’t so necessary, or even so desirable. We’re all experiencing how counterproductive being “always on” can be. EY Seren teams explore how organisations can achieve this through remote working. “We all like to think we have strong teams that can work Shallow work Deep work autonomously but the reality is some people cope with this ► Processing email and chat ► Working on a service improvement or innovation better than others… It’s difficult to strike the balance between being a good “remote” leader together with not ► Attending status update meetings ► Defining and writing a strategy paper being intrusive or being seen to be checking up for the sake ► Arranging logistics ► Preparing a key presentation of checking up.” ► Organising work lists ► Researching a problem – Diary study participant, male, 36 According to the Harvard Business Review, the time employees spend on collaboration has increased by 50% over ► Right now people are so “busy” they’re having to do their deep work in the margins, around a tidal wave of shallow the past two decades… [but] researchers found it was not work. This is leading to personal problems (stress and overwork) and also business problems - not enough value is uncommon for workers to spend a full 80% of their workdays being created. communicating with colleagues in the form of email (on Right now teams are confused and tired. To maximise the deep work your organisation needs, leaders must which workers’ spend an average of six hours a day); actively rethink how to lead teams and help them work remotely. meetings (which fill up 15% of a company’s time, on average); and more recently instant messaging apps (the average Slack user sends an average of 200 messages a day, though 1,000-message power users are “not the exception”).” - Doist EY Seren | Growth Re-Imagined Private and confidential 17
How world-leading value creation businesses do it remotely Remote working maturity scale “ “We’re betting that in the future, the most successful companies and Skeptics Testers Adopters Scalers teams will be the ones who make this shift. It will be the teams that don’t require their employees to be always-on, prioritise asynchronous communication to create space for deep work, and allow employees to disconnect and recharge fully.” Don’t see value of Apply remote Available to Remote working or need for remote working by everyone, though shapes how the - Doist working. May even exception to models of use and organisation thinks “Regardless of industry, company size, or leadership styles, a high-trust suspect deep, value specific locations engagement vary and works. Value is culture is a defining characteristic of every company that wins a coveted creating work can and roles. Cultural across the created spot on the Fortune 100 Best Companies to Work For list that we have only be done with norm is to work in organisation. systematically, produced each year since 1998.” physical proximity. physical proximity. Cultural confusion regardless of - Great Place to Work about best way to location or work together to personal create value. preference. Organisations higher up the scale have a preference for: Synchronous work requires the whole team to stop what they’re doing in order to come together for the majority of activities e.g., updates, decisions, communications. 1. Asynchronous over This breaks people’s flow and undermines quality of knowledge work. Instead, asynchronous work allows the bulk of these things to happen in parallel to the work, using synchronous work transparent work tools like kanban boards and by using email and messaging apps. Though beware of email, as it locks information in personal inboxes. Talking fades, where as writing persists. When people are remote, and trying to work to their own energy, they won’t always be there to hear you speak. So you, or 2. Writing over talking someone else, will end up repeating things. Often details will be confused along the way. Writing things down provides a persistent record, available to all in the team. It usually encourages clearer thinking too. Everyone works differently. Some are night owls, some are introverts. Cognitively diverse teams excel. So it’s best to let people work the way that gives them best 3. Blocking time over energy. The key to this is letting people and teams block their time each day and week, and avoid fragmented and crowded days. The key is to let people balance signal fragmented time and noise – with enough collaboration and solo working to achieve the result. Measure performance based on outputs and results, not on responsiveness or hours worked. You want teams actively managing their scope and deliverables within 4. Maximising work not available time and based on available resources. Encourage them to challenge one another on whether planned work is necessary or a priority. Focus only on what’s done over busywork needed to achieve the outcome. The speed at which software like Zoom, Microsoft Teams and other remote working tools have been adopted, demonstrates how reliant teams now are on these new 5. Using the tech over technologies. However, no tool is perfect. Teams need to work out how they will combine different tools into their work, alongside good remote ways of working (which is being used by the tech explored on the next page). All technology has downsides – notifications can encourage overwork and burn out, and the ‘”always on virtual mirror” of video-conferencing software, is quickly becoming a less-popular feature. EY Seren | Growth Re-Imagined Private and confidential 18
Questions leaders should consider to improve remote working maturity Remote working doesn’t work the same way as normal working. Leaders need to make a number of active choices. What rituals matter How should we What can and can’t How should I How do we to us? communicate? people do? manage? meet? Don’t let physical distancing In remote working, not all As organisations take on Remote working is not a free- Fewer opportunities to connect become social distancing. channels perform the same remote working, it can lead to for-all. As a leader, you need to necessitate good meeting Consider which of your work function, and dialogue and one- confusion and uncertainty of make clear what you expect hygiene. rituals need to be virtualised. way communication work better how to behave. This can often from people, and avoid the Set a clear agenda in advance. Explore what new ones may be on different formats. leave people feeling they should bigger risk of misinterpretation ► needed. just do more. Help people define that comes with remote ► Start with the decisions the group Match channel to need. Video- needs to make. ► conferencing for complex practical terms, such as: working. ► Use morning “stand ups” and “stand downs” to help people dialogue, written messages for ► “You don’t have to attend ► Set clear expectations, through ► Consider allowing people time to collectively start and end the day. relaying facts. everything, but you must attend over-detailed written briefs and review material in silence. Then these things…” delegation documents. open for discussion. ► Encourage people to create their ► Use the why, what, when, who own 5-10 min “time-to-work” and model of communications, so you ► “You can and should block out ► Consciously increase the trust you ► Designate a clear chairperson to “time-to-finish” rituals, to replace don’t forget key facts. ”dark room time” for focused put in teams and avoid run the agenda, keep to time and the travel between home and work. We suggest…” micromanagement. achieve the outcome. ► Encourage people to share their work. communication styles, so people ► “You don’t have to have your ► In return, request transparency, ► “Stack” contributors who want to ► Retain serendipity by allowing don’t negatively judge others. camera on… or explain why it’s through Kanban boards and wikis, comment, so each gets queued. guests to attend other team off.” so you can drop in anytime to see ► Use photos and gifs to help bring ► Don’t feel obliged to wait for a meetings, or by running non-work how the work is progressing. messages to life. “You can experiment with taking a meeting. Some video conferences sessions during work hours e.g. ► meeting whilst taking a walk.” Agree clear decision making are best done unplanned. group lunch. ► Be present. People need verbal ► norms. and non verbal feedback during “Don’t be afraid of having family ► Take notes live into a shared wiki, ► Encourage audible claps and ► video conferences. Avoid “dead- and pets play an unexpected Go for joint tasks, rather than and create Kanban cards for all cheers when recognising success ► face” aka ”I’m here but doing role.” isolated ones, to avoid reinforcing actions, so there is a live record, on video conferences. something else”. isolation. and to avoid re-work. Make time for rapport so people ► “You can turn your notifications Avoid backchannel. It may be ► can still create bonds. ► off between x and y times, and all ► Create a shared identity within innocent, but it unnerves the channels off out-of-office hours.” the team, which echoes the ► Give junior members access to speaker. company mission. Use it as a senior people, to replace the regular touchstone. ► Build in pauses and solo thinking, “being spotted” opportunities of to encourage input from quieter More of your team are vulnerable, the office. ► members. so give extra focus to diversity and inclusion. Start team meetings with a check in, allowing people to score their energy from 1-10, with no judgement. Encourage peers to support one another. EY Seren | Growth Re-Imagined Private and confidential 19
Edition 2 Notes from the field Remote diary studies
Why virtual diary studies? Dear (virtual) diary... ► Discovering the new: ideal for revealing territories for new product and service development. ► Getting Personal: diary studies are up close and personal – a rare opportunity for access Human signals called for a research technique which would reveal changing habits, attitudes and motivations over ► to customers’ lives, thoughts and feelings on a very human level. Revealing authenticity: participants respond 10 in their own time, in their own environment. Participants time. EY Seren researchers chose an This facilitates authentic responses on a ethnographic, longitudinal method called deep level. a diary study to gather rich qualitative data on their experience of life during the ► Understanding context: EY Seren teams 148 learn about the environment that a product pandemic. or service is being (or will be) used. This Research participants are asked to log often reveals unexpected challenges and opportunities that wouldn’t be revealed in a key activities on-the-fly via a private lab or interview. Days of WhatsApp channel and reflect on their participant experience and emotions at the end of ► Uncovering insights: diaries generate a lot of data (which requires sifting), but the result diaries each day. This approach is proving ideal for gathering insights from participants is often surprising insights which might not (cumulative) have registered on a survey or interview. remotely in the context of the COVID- 19 lockdown. ► Achieving depth: researchers conduct depth interviews at the end of the diary study to Researchers respond rapidly to emerging help the team correctly interpret the Secure, private WhatsApp channel events, probing participants for vital content shared in the diary updates. between researchers and participant. information in real-time as their experience unfolds. Notes from the field Part 2: Daily reflections – potential topics “Rather than asking participants to remember what they did or how they felt in the past, interceptive messaging allows participants to Guy Simpson respond in the moment with messages and photos via a tool they have at their fingertips – WhatsApp.” “The tool’s familiar and light-touch nature makes it perfect for engaging hard-to-engage individuals like busy Victoria Rogers health professionals and parents juggling work with childcare.” In-diary exercises produce rich participant Participants are provided with a framework to guide their daily artefacts such as this mood chart. reflections. EY Seren | Growth Re-Imagined Private and confidential 21
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