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UXA2022 Day 1; Fiona Armstrong - How to design services in sensitive areas

UXA2022 Day 1; Fiona Armstrong - How to design services in sensitive areas

Designing a service for people experiencing some form of hardship or vulnerability is challenging but the rewards are extraordinary and the best thing is how giving, sincere and collaborative people are throughout the process. There is so much more to consider when working on a topic that is sensitive. You may need to take a trauma-informed approach, draw up protocols, go through ethics, set up safety plans...it can be daunting and overwhelming. But it doesn’t mean you can't make significant reform. We’ll talk you through some case studies and specific examples on how we approach service design in sensitive areas.

uxaustralia
PRO

August 25, 2022
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  1. Note that this is an unedited transcript of a live event and therefore may contain errors. This transcript
    is the joint property of CaptionsLIVE and the authorised party responsible for payment and may not be
    copied or used by any other party without authorisation.
    www.captionslive.com.au | [email protected] | 0447 904 255
    UX Australia
    UX Australia 2022 – Hybrid Conference
    Thursday, 25 August 2022
    Captioned by: Kasey Allen & Carmel Downes

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    Page 74
    today but also that great pushes of improving the health of all
    Australians.
    LAUREN ARGENTA: Thank you to you all for listening and we hope that
    we have some actionable go tos for you to take on as you move into
    these types of projects with these types of teams. Have a great day.
    PAUL MERRELL: Have fun. (APPLAUSE)
    STEVE BATY: Thanks, Paul and Lauren. I hope you both feel much better
    very soon. Thank you. Our next speaker today is coming up on stage.
    Please join me in welcoming Fiona Armstrong. (APPLAUSE)
    STEVE BATY: Thank you, very much. Over to you.
    FIONA ARMSTRONG: Thank you. I am delighted to be here this
    afternoon. It is such a pleasure to be able to be here in person and talking
    to everyone again. I wanted to share with you this afternoon some
    insights around how to design services in sensitive areas. Listening to all
    of the great presentations that we have heard this morning and early
    afternoon, it follows on nicely from a lot of the things that we have been
    talking about.
    My name is Fiona Armstrong. I work at Liquid Interactive. I wanted
    to share with you today some insights and learnings from my personal
    journey over the last 20 years of working in sensitive and complex topics.
    It is the first time I have pooled these together and try and distil learnings
    from a variety of projects, working across lots of different areas into a few
    principles and insights and takeaways for today. I will use some examples
    from areas as diverse as older Australians, mental health, bereavement

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    Page 75
    and victims of crime to illustrate some of the points that I want to make.
    Let's start with what is a sensitive area? It is a bit of a strange topic
    title. Sensitive is a word that gets used in many context. Today we are
    not talking about classified information, we are not talking about the
    hypersensitive people. We are talking about something that has the
    potential to impact on your wellbeing. That is what makes it sensitive. In
    terms of what that actually means, it is things that predominantly will
    challenge your autonomy. They will take away your feeling of control,
    your feeling of self-determination. They often either exacerbate or create
    trauma and they have a vulnerability that they create as a result of that.
    There is often other things that come along with them, there is that sense
    of stigma, there is a sense of isolation that comes along which negatively
    impacts on trust. There is all those situations that you find yourself in that
    create that vulnerability in your life that we will look at today.
    I want to start by looking at how you approach a situation like that.
    Obviously, working in sensitive areas is very complicated, very complex.
    You are dealing with a lot of different stakeholders, you are dealing with a
    lot of different perceptions. Going into that, how do you prepare yourself
    for doing that? What does it look like? When you are starting in that area,
    empathy is essential and we have heard a lot about understanding
    peoples' journeys and experiences and empathy in today but you need to
    go further than that in a number of ways. You really need a very deep
    humility and you need to understand and really appreciate the
    precariousness of life. One of the things that is critical when you are
    working in this area is understanding that vulnerability isn't generic and it
    is not permanent. It really depends on your life experiences, on your
    health, on the circumstances that you find yourself in and the situation
    that you are in. I have a picture of an older lady up here, because I am
    sure you have all seen in the news recently that one of the things that is

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    Page 76
    happening in Australia at the moment is there is a lot of older women in
    their 50s and 60s now facing homelessness for the first time. They have
    had very happy successful lives, great families and all the rest of it but
    their circumstances have changed and now they are in that situation that
    makes them vulnerable to homelessness. It is about that appreciation of
    the vulnerability of the human situation that you go into this with.
    In that same sort of mode, a lot of the time, particularly if you work
    in government, you will hear labels bandied around, cultural and
    linguistically diverse, great term, can never say it, you are hear about
    Aboriginal and Torres Strait Islander people, as a uniform block, you hear
    about disability, and LGBTIQ plus. Resist the temptation to put labels on
    people. People are not to put in boxes they are more interesting and more
    complicated than that. You need to see the person if you are going to
    work effectively, in terms of this space.
    Working in sensitive areas is really hard. The sorts of things that
    you need to do personally to prepare yourself to work in that area is
    really work up that sense of very finely tuned understanding of all of the
    different voices that you are going to hear. You need to be able to quickly
    grasp what you are hearing and also what you are not hearing because a
    lot of the time it is actually about the signals, the influences, the things
    that people are not saying to you that are your biggest clues as to where
    to go with this. You need to be able to navigate a lot of times topics that
    people with lived experience, passionately disagree about. That is OK. You
    need to be able to navigate that and synthesise that in a way that
    everybody feels heard, in a way that everybody feels that you have
    listened and they can see themselves in what you are presenting back
    and working with them on and finding ways to navigate when that change
    is where the challenge is.
    As part of that, there is three situations in here where I will say that

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    Page 77
    your personal resilience is absolutely critical. The first one is as an
    empathetic being going into that and talking to other humans about
    situations that they have experienced that have been hard and
    challenging, it is difficult not to feel overwhelmed or upset by that
    sometimes. Again, the importance here is about really working in a team,
    supporting each other, understanding what that looks and feels like and
    making the time and purposely decompressing from those sorts of
    situations so you don't carry that with you as you move forward. There is
    also various safety things that you can do, particularly if you are
    interviewing people in their homes and in community, where you would
    work in pairs just to share that experience and basically provide an extra
    pair of ears to listen to what is being told.
    There is other things that happen as well, particularly if you are
    seen as going in as part of government. Because sometimes the people
    that you are working with will have had horrendous experiences that they
    still hold a bit of anger about or a bit of mistrust about and so sometimes
    what you will see in their behaviour towards you is actually that anger
    and that frustration really coming out and, again, it is just being able to
    really make sure that you don't react to that in a way that indicates that
    you are taking that criticism onboard in a way that is personally directed.
    But understanding why they have it because it is very valid.
    The third thing that comes up often is around the urge to help. If
    you listen to somebody telling you a story and you know that actually
    they have been given some really bad information, they have been led up
    the garden path, the temptation when you are listening is to actually offer
    advice. Please don't do it. It is really tough sometimes when you are in
    that situation, so if you think you are going to be in that situation, when
    you are designing your approach, it is always worth thinking about OK,
    how do I make sure that there is professional support and information

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    Page 78
    available for people that I can hook them up with after this session so we
    can help get them back on the right road? Maintaining that professional
    distance and your own personal resilience is really important.
    Empathy. I mentioned before empathy is absolutely critical. It is
    about how you emotionally understand that other person, what they feel,
    what they see, see things from their point of view and imagine yourself in
    their place. It is absolutely critical for any sort of human centred design,
    however when you are working in a sensitive area, you need to go way
    deeper than that. You actually need to understand the person's
    behaviours and the unspoken concerns and deep-seated fears driving
    their behaviour. Without understanding their why, the solution that you
    create at the end of this won't go to actually creating real lasting change,
    it will be surface level at best. You won't actually achieve those improved
    outcomes that you are seeking to achieve.
    One example from my back catalogue of projects that I have
    worked on was actually listening to a group of young African male
    refugees one day and they were sort of - we were having a discussion
    about how they would settling into Australian life and we were just talking
    about their experiences of work and finding work and it wasn't until part
    of the way through the conversation - we were talking about why they
    were struggling to adjust and struggling to get work and when we got into
    it and underneath, it was actually a fundamental about their life
    experiences. These were guys that had grown up in refugee camps. If you
    can imagine growing up in a refugee camp, your sense of normal is way
    different to anybody who has grown up in Australia. It was actually their
    concept of time, so the notion that actually you got up when an alarm
    clock told you to get up, not when the sun got up, the notion that you
    needed to go to work at a particular point in time and stay there was just
    so foreign to their way of thinking and their way of being, that until we

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    Page 79
    actually got through that, we weren't going to be doing anything that
    really actually created the outcomes that they needed to adjust to life in
    Australia.
    So the notion around designing and sensitive areas is one that does
    take a bit of time to do. It is not something you can do in a hurry and
    there is a lot of talk about human centred design and the adoption of
    human centred design. I would like to say it is not a sausage factory. You
    need to actually look at your research and engagement approach,
    particularly in design to fit the subject matter you are talking about. It
    depends on the nature of the cohort of the people you are dealing with.
    The diversity of the situation, the diversity of that cohort, the complexity
    of the needs you are dealing with as to how you go about designing your
    research and engagement. If it is population-guide group, you might want
    to take a iterative and qualitative approach but if it is a smaller group and
    you will work with them for a long period of time, you might want to take
    a step back and codesign your codesign process so they have that feeling
    and deep understanding of designing the outcome that they want and in
    that case you are facilitating, you are not actually leading.
    No matter what approach you take, the principles around ethics
    apply to all research and it is something that gets baked in from the start.
    Whether you are dealing with making sure that people have informed
    consent, they are really clear on why you are doing this research and how
    you are going to use the information that provide, privacy and video
    recordings, they are all about ethics. Depending on how sensitive the
    topic is, how big that risk is to participants, there are more advanced
    levels of ethics that apply.
    This is governed by the National Statement on Ethical Conduct in
    Human Research and basically what it talks about in the nutshell version
    is about doing the right thing in the right way and in the right spiral with

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    Page 80
    the respect and concern for your participants at the fore. It talks about
    the fact that your research has to have merit and have integrity and
    justice and benefit to the people you are engaging with. All really strong
    values that underpin a lot of the research that you are doing in a sensitive
    area. Within those national guidelines, institutions create their own
    procedures for ethical reviews and it is always worth checking up-front
    whether or not what you are about to do is going to trigger their ethics
    review process because if it does, you are looking at a longer time line
    than you ever expected, you are looking at an add on of three to six
    months. It is always worth just getting that cleared up-front and not
    hitting it when you are about to take your project out onto the road.
    One recent project I have been working on which required that
    higher level of ethical protections was around mental health. I have a few
    different projects that I will share with you today. In this case, when we
    looked at how to create that safe responsible environment that does no
    harm? We chose to involve mental health counsellors in our codesign
    sessions so they were there actually listening and dealing with anybody
    who might be experiencing issues on a one-on-one basis during the
    sessions. We had specialist support lines for participants after the
    sessions in case there was anything that came through in cases of
    distress. Fortunately, we had our approach well designed to minimise that
    sort of risk and avoid triggering issues and so we didn't have to use those
    services but we had them on hand if they were required.
    We also had avoided things like making sure people didn't have to
    disclose any personal or health details as part of those, so we gave them
    that privacy and protection. There is a few other things that we had to
    navigate our way around on this project. The values that I was just
    talking about, in terms of ethical research, are also consistent with the
    principles of trauma informed care. Trauma informed care basically talks

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    Page 81
    about safety, trustworthiness, transparency, collaboration, mutuality and
    empowerment and choice. It sits comfortably in that sort of space that we
    were working in here, in terms of when you are dealing with somebody's
    mental health, how do you create that sense of calmness and space and
    of positivity in a way they can engage with and move forward with that
    safety, calmness and productivity. This project had other challenges
    associated with it as well. When you talk about designing in sensitive
    areas, I am trying to give you a feel for the different lenses and layers
    you have to work through and the governance issues you will come
    across. The other one on this one was critical governance, we are dealing
    with health outcomes and medical outcomes and we had to look at the
    clinical governance and ensure that we had something that would create
    good health outcomes for people. That involved establishing governance
    processes and procedures that looked at clinical governance. We had
    reviews of the clinical appropriateness of all of the products, the tools, the
    content that we were preparing and publishing. We had to choose
    clinically validated tools to use so they had the robustness and track
    record associated with them as well. All of these things brought together
    actually created an interesting situation, because at the end of the day,
    what we were trying to do was understand how we supported people who
    might be experiencing mental health issues, whether or not they
    recognised them as mental health issues was the other aspect of that, to
    take action and look after and protect their mental health. So we had to
    come up with a solution that really helped and drove those outcomes at
    the same time as navigating our way through those sorts of procedural
    and frameworks I have taken you through.
    Different project. We talked a little bit about trauma informed
    design. It is an approach that actually started in physical spaces
    predominantly, where they were looking at how to create that safe space

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    for people that were in high states of distress. It is really interesting to
    look at because a lot of the spaces that we send people into in those
    situations are challenging in themselves. This is a real picture from the
    project I worked on. Basically, I am really interested to point out, in
    terms of what it says to people. Here you are walking into this office, you
    see high counters and big glass screens in there. What do you think that
    is actually saying to customers? Do they feel welcome? Do they feel
    valued, respected? Are they equal to the person they are dealing with? So
    that is the environment that actually a lot of services are delivered in.
    Particularly, in rural and remote areas across Australia, there has been a
    habit of putting customer service into the facilities that are already in that
    community. A lot of cases they are in police stations, court houses, they
    are in transport and main roads offices and what are we trying to say to
    people, in terms of where we are sending them? I have heard from a lot
    of people that have said to me "I live in a small community and I am not
    walking into that courthouse for everybody and I don't want people
    gossiping about me and why I am in the court". It is that sense of
    understanding the appropriateness of the environments that we are trying
    to deliver services in.
    There is also a little bit behind this as well that goes to our culture. I
    did a project with a group of people who were very experienced customer
    service professionals and we were redesigning the physical space for one
    that looked like this to one that looked a lot more welcoming and inviting
    and appropriate. At the start of that discovery process, we were just
    chatting through, in terms of some of the ideas that had come up in the
    codesign that people were interested in and one of the things was as
    simple as putting self-service touch screens in so people could, if they
    needed evidence or proof of a utility bill while they were there, they could
    print it out and bring it across to complete the transaction that they were

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    trying to do that day. The attitude that I was getting from the customer
    service staff there was "You don't want to do that" and I was like "Why
    not? That is helpful to the person, it saves them going home to do that
    and they can do it while they are here" and then "No, they will print
    everything out and abuse it" and it took a while to get under the surface
    of what was going on here. It was because these people, although they
    had worked in customer service for a long time, belonged to an agency in
    government that was a regulatory agency, so the mind set of that agency
    was one about upholding the law and making sure that people followed
    the law but it then came to a principle of the fact that everybody was out
    there to try and break the law. That notion that applied to printers, so it
    comes out in the strangest ways when you are working through some of
    these principles.
    Bringing us into solution-mode now, looking at how that goes
    through. We have looked at some of the approach. Let's look at solutions.
    I am conscious of time, so I will need to speed up. Partly, when you look
    at solutions, you need to see the full picture. By the full picture, I don't
    mean a single service, I mean the actual end to end experience of that
    customer. In that, good example of that one was some work we did
    around victims of crime. After you have been the victim of a crime, you
    interact with a heap of different organisations and agencies and entities
    from police to victim support, to courts, health, to try and get you back
    on your feet. You have to repeat your story a lot of times during that and
    that causes a sense of distress but it also keeps people locked in that
    horrible thing that happened to them and they can't feel that they can
    move on. They feel disempowered by it. What we heard through those
    was practical tangible examples of the outcomes of the fact that the
    system was disconnected and broken at points and so the peoples'
    experiences were that they were continuing to fall through those gaps.

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    Point I want to make here is the best way to motivate people, particularly
    on that big system-wide perspective when you are talking about multiple
    organisations, is actually to become good at story telling. If you can share
    and amplify the voices of the people that you have been talking to and
    the situations that they find themselves in and the experience that they
    have interacting with the different entities, it is far more powerful than
    any argument about whether your process is efficient. If you can design
    from that perspective and bring people on that journey. It works a lot
    better. In that same space, we heard that retelling the story left them
    reliving that experience over again. Other things that happen in your life
    that cause stress and bereavement is one of them. At that point in time,
    things that you might have been able to cope with, duplication and
    repeating yourself, if you are feeling fine, it is annoying and frustrating.
    When you don't feel fine, it leaves you feeling quite vulnerable and very
    stressed.
    In this space here, there was a piece of work that I did and it is
    going back to when I was still in Scotland at this point in time and we
    looked at the process of what you have to do if you have a bereavement
    in the family, in terms of who you have to note few. The important point
    about this was there was a lot of people that you had to note few, but
    secondly, we identified that there was one key point in the process and if
    we designed the system around that one key point, we could make this a
    lot easier. I had the very strange pleasure of 10 years ago, having to go
    back to Scotland unexpectedly because my father-in-law died and I
    became the customer on the other side of the service that I had designed,
    which was an interesting perspective. The registrar that you have to go to
    see to registrar the death in Scotland, after she had finished with all the
    paperwork for registrar duties, was able to turn around and say "Now we
    can help you, we can tell your drivers licence, we can tell passport,

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    Page 85
    pensions, we can tell tax, would you like us to do all of that for you as
    well?" And in that 10 minutes of just sitting there, I notified every single
    government agency that my father-in-law had died. 28 agencies, 10
    minutes. I didn't have to repeat myself and duplicate myself. That worked
    really well. It was lovely to see her because she had no idea who I was so
    she treated me as she would treat anybody else going into that situation.
    It was lovely to see that what I had designed actually worked really well
    and they were sticking to it, that is five years after I designed it.
    Forward into Australia. Same concept, we are still in bereavement
    land but in Australia I didn't have the registrar to be able to act as that
    key lynch point in terms of hooking everything together because of the
    way the system works here. We looked at engaging funeral directors and
    we did but the quality and consistency of the experience wasn't uniform
    enough. The quality and trust in the data wasn't good enough for
    everybody else to accept and use. We had to take a slightly different
    approach, in terms of enabling people to create their own personalised
    check lists of people to note few and doing as much of that as possible
    online and as quickly as possible there.
    There is also the example that I just talked about from the Scottish
    one is an example of a proactive service where the customer still had
    choice and control. Those things are important in a lot of the things you
    will come across in this area. I won't go into this example because I am
    about to run out of time but we were looking at working with Queensland
    seniors, looking at some of the fundamentals and concerns around how
    they would make their money go far as they got older and whether they
    had enough money to continue to live well. This example was about how
    we got them better access to all of the range that concessions out there
    in a really quick, simple proactive way that still maintained that choice
    and control and still worked through - it is there, it saves them thousands

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    Page 86
    a year.
    Final comments. UX/UI. We get into the territory of actually
    designing the service, so you have worked through your approach, you
    have worked through designing the solution and now you are designing
    the service. There is still lots of things that go into it. The example that I
    have got here is in aged care. In aged care, nobody wants to ever admit
    we are getting old. It is not something anybody relishes. Particularly as
    you start to be able to notice that you can't do the things you used to do
    anymore. You have that innate fear of losing your independence. Older
    people will go for as long as possible without admitting it and actually get
    to a point where it is a crisis point. We were trying to actually give them
    that empowerment and that control and confidence and trust to be able to
    proactively at an earlier point start thinking about it and planning for it so
    you don't end up at that crisis point. We knew because you started with
    that sense of resistance, and I spoke to hundreds of older people around
    this and that sense of resistance meant that any friction that you came
    across at the start of your journey, it would be like that's it, I am not
    doing this anymore, it is too hard. We had to make sure that we were
    really careful in how we created the experience that really resonated with
    them, that talked to them, created that frictionless environment and had
    lots and lots of little signals in there that gave them that incremental
    confidence to know that this was for me and this was OK and this was
    normal. As we worked through, even after we had worked through - we
    started by designing the look, feel tone of the experience and testing and
    refining that before we started to talk about functionality and delivering in
    navigation and content. We created the framework to start with and then
    started to fill it in from there. We really needed to delve into
    understanding what are the questions that people have that get them to
    the stage that they feel confident enough to actually apply for their

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    Page 87
    assessment? I can't get them to apply for their assessment, then we are
    back in the crisis situation. There were three questions that they needed
    to answer but to answer those questions we needed to look at that
    granular tactical understanding, how we normalise that situation for them
    and gave them the confidence that what they are experiencing was
    normal and importantly, we needed to make sure that they still had a
    sense of control. If they felt this was going to threaten their
    independence, that was it. That sense of control and the sense that once
    they embark odd this journey and applied for an assessment, they still
    had a sense of control. It was their decision as to what happened next.
    There was a lot of careful work went into refining and working through all
    of the different aspects of this.
    My final comment for today, your grandmother or grandfather is not
    familiar with swiping right. When you are designing in sensitive areas, you
    need to unlearn everything that you think is familiar in terms of UI
    pattern design and come at it from the perspective of the person you are
    designing for. Thank you. (APPLAUSE)
    STEVE BATY: Thank you so much. That was wonderful our next speaker
    is Ted who is joining us from the west coast of the USA. It is late in the
    evening for him and that is OK. It is about 9pm on the west coast. I was
    going to say he is in San Francisco but I am not convinced that is true. He
    is on the west coast of the country which is good. Please join me in
    welcoming Ted. Hello.
    TED DRAKE: Hello everybody. Let me go ahead and share my screen
    real quick. There we go. I think you should probably have me good with
    sound and everything, is that correct?

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