Gallery Day Reflection

Gallery Day Reflection

Key Takeaways

  • Our research was organized well & covered a wide range of the spectrum
    • The interviews we conducted spanned each age segment in the the retired population
    • The word cloud put this all in perspective
  • Our team feels comfortable enough that we can extract insights & have a point of view with the guiding principles we develop
    • Each of the team feel they have a perspective & can recognize patterns between the research we have conducted
  • We have a much clearer understanding of what Optum is looking for after showing our contact, Pat Keran, our research/progress
    • Geared to maximizing time in home
    • Early Age in Retirement Spectrum
    • Internet of things
    • Preventionary product/service
  • Our team worked really together
    • Everyone was very knowledgable on our call with our contact
    • Each member showed up to prep & took ownership in a piece of the presentation

Gaps in Research

  • Our research did not take into account a diverse population
    • Include women
    • Include minorities
    • Our interviewee’s were largely white males
    • Pat wants us to broaden the population of our research
  • A lot of feedback on some short questions such as habits/needs would be great to further clarify our thoughts
    • Perhaps a survey?
  • Our team does not have an opinion on current IOT solutions in the marketplace  

Plans Going Forward

  • We will go back to our contact at Morningside Nursing Home to get other recommendations for experts we could talk to on pre-assisted living retirement
  • We will reach out to those in our network who fit the mold of our new focus: early side of the retirement spectrum, we will also be sure to chat with a representative sample
  • We will develop a quick survey to send out to gauge responses on quick questions so we can further distill our insights
  • We will start researching current IOT marketplace solutions
  • We will extract 15+ Patterns & 3 Guiding Principles from the materials we have prepared

 

Patterns + Guiding Principles

Patterns + Guiding Principles

Point of View Statement (POV)

Early retiree needs a way medium of preventionary monitoring in a way that makes him/her feel safe/secure.

Define

  • Do you understand what the client is asking for?
    • Internet of things
    • Surveillance vs. Preventative
    • Pension Plan -> when you are qualified for retirement
    • Recently retired retirement
      • Age 35-50
    • Personalized, Engaging, Simple
  • Does the client understand what they are asking for?
    • Yes, they have specific goals in mind
  • Do you agree on the definition of terms?
    • Retirement
      • Financial stability
      • Pension
      • $ for 40-65 years

Research

  • Do you understand the target market?
    • Recent retirees
  • Do you have more research to complete?
    • Survey ND faculty + other people nearing retirement that are “tech-savy”
  • Have you mapped your research on your Archetype Map?
    • Yes, we have
  • Have you identified non-obvious insights?
    • Yes, we have

Patterns

  1. Retiring at an early age would allow more flexibility in post-retirement activities
  2. Early retirees are health-conscious
  3. Early retirees are likely to have surviving spouse who are retiring too
  4. Young retirees are more tech-savvy
  5. Enjoy classy activities
  6. They do not want to hold a job
  7. Confident with their financial stability
  8. The older you get the harder it is to use and adopt technology
  9. Transportation is a must-have
  10. Hate to be controlled by others
  11. Stubborn: increases as age goes up
  12. More (ancestry) family members that are alive
  13. They have more activities to do (Options & interests)
  14. They are very goal oriented
  15. Early retirees have more of a desire to travel.
  16. More migration (ex. Florida)

Guiding Principles

  1. Personalize the product for the individual retiree
    1. Retirement does not simply come with age, every user will have different circumstances, needs, and goals.
    2. The product will have to benefit active retirees as well as sedentary ones.
    3. Retirement is the time for people to live their lives however they please, so the product should cater to the specific wants of each user.

Quote(s):

“Of retired population 10% is over 85. By 2030 30% of population over 65 will be over 85”

“It depends on the individual. Once you get to know them you will notice, like this is something they usually wouldn’t do. Like happy individuals will become cranky or irritable all of the time. Appetite is the big one, change in appetite.”

  1. Prevent rather than survey
    1. While surveillance is important for monitoring the user’s health, we want to prevent the deterioration of the user rather than waiting until an accident occurs.
    2. Establishing habits and rituals early in retirement (or even before) allows the user to get on top of one’s health before it is too late.
    3. Activity, not necessarily physical, is key in prevention. Even the little things in life can help stave off mental illnesses.

Quote(s):

“Depression, is a huge thing. They are separated from their families. And sometimes families don’t get to come visit them. Or they don’t see them as often, so with that age it’s a big time to go more into depression. And it can be from somebody being tearful, to somebody just quitting to eat, or somebody just completely stopping to mingle with other people, and we want to prevent that.”

“Sometimes it’s a fall or sometimes they’re just not taking the medication the way they’re supposed to take it. I’ve had somebody come in, and they’re told to take calcium 3 times a day and they say, ‘you know I forgot my dose in the morning and I forgot it at lunch so I decided to take 3 pills at night’. It happens. Or, ‘I just decided to skip my insulin’ and their blood sugar is way up so when it goes way up there try to double dose and then the blood sugar goes way down and then they’re in critical condition.”

  1. Instill a sense of engagement and simplicity
    1. Older retirees are typically resistant to technology or in need of help using it. A simple design that doesn’t rely too much on the internet of things will cater to their needs.
    2. Constant engagement with the product means the user will stay active. Daily or weekly interactions will imbed the product into the user’s life.
    3. The problem with retirement services is that the user resists help. The user’s well being will only be improved if the product is actually used though. Thus, without forcing engagement, the simple design will not deter use and leave options up to the user.

Quote(s):

You need your mind to be sharp in-order to keep your body sharp”

Design Criteria

Design Goal: 

What have you learned about the target customers?

  • Very diverse population
  • Wide age range
  • Need routine
  • Connectivity with family
  • Resistant to technology
  • Needs assistance from stakeholders

What ends does the design need to fulfill for the target customer?

Functional: Rooted simplicity & Technologically

Emotional: Caregiving

Psychological: Sense of Safety

Social: Interaction between stakeholders
Design an internet of things product or service for the newly retired population.

User Perceptions: How important is your proposed offering to the target customer’s well being? Are there aesthetic attributes necessary to succeed with the target customer? Are there reputational aspects involved? What are the key research insights?

Our product is directly related to the wellbeing of the user. In order to make sure the user stays in one’s home as long as possible, we need to educate the user about their health and make it simple for them to improve it. The target customer, a new retiree (around 65 years old), will not be looking for flashy aesthetics. Instead, the product must have a simple design with clear and functional aesthetics. This is not a product for entertainment. From our research, retirees are resistant to technology, applications, and help from younger people, so the product should have a classical feel to it, emphasize getting straight to the point, and not force or demand the user to use it. The offering should point towards the future as to not make the retiree feel old or dying.

Problems/Needs/Opportunities: What are the target user’s preferred outcomes as they engage with the offering? What pain points does the target user experience with the existing options? What gaps exist with existing options that may hamper the target user’s ability to achieve preferred outcomes? What are the newly emerging needs or aspirations of the target user?

As of now, after retirement, the user has the option to live out their full retirement in their own home, do so with the help of a caregiver, or eventually move out to a nursing/assisted-living home. Retirees in the demographic we are looking at consistently have negative things to say about the potential option of leaving their home and almost all prefer to stay in their home. There are currently many problems that often force or accelerate this undesirable migration into the nursing/assisted-living homes. These problems often include personal lifestyle flaws including physical and mental inactivity and lack of diligence regarding personal medical issues. Our target user needs a product to make it easier for them to monitor and care for their physical and mental health.

Functional Attributes: Does the design of the offering need to accommodate specific use-case scenarios? List them in order of importance to the target customer. Does the design need to address compatibility or standards issues?

  • Compatibility for all devices and need for internet
  • Visually easy and pleasure for elderly
  • Trustworthy

Constraints: What are the confines of our project work? What limitations might there be based on costs or requirements?

Our project work is constrained by a number of attributes of our target customers:

  • Accessibility: Much of the older generation we are targeting possesses limited skill and experience with technology. Our solution must be very simple to use or it will not be adopted.
  • Price: The target audience is economically diverse, and the majority of their healthcare spending is done by insurance providers. Our solution must be paid for by providers or priced very low

The cost of developing the product will be decided by Optum, however, the cost of prototyping must remain low.

Card Sort Activity

Conducted Card Sort with Bob Freund to learn about how he likes to spend his free time.

Date: 3/6/17

Location: Morningside Memory Care Center

User: Bob Freund

User Characteristics:

Male, Age 67

Previous Occupation: Heavy Machinery Worker (25 years)

From: South Bend, IN

Topic: Things You Like to Do

  1. Television
  2. Work
  3. Go Outside
  4. See Friends
  5. Cook
  6. See Family
  7. Other

Responses:

  • “We just watch TV. We Don’t do much of the others”
  • “I like to cook (spaghetti, scallions) a lot, but do not do that anymore.”
  • “I also enjoy seeing friends”
  • “I enjoy getting fresh air, but like fishing outdoors”
    • Started when he was much younger
    • Had boat up in lake Michigan
    • Caught Salmon
      • Can’t remember top for breeds of Salmon
      • Biggest catch, can’t remember exact size

Notes

  • User was not very talkative, it was hard for him to point to the cards.
  • User also had trouble telling stories as the most important pieces were generally forgotten.
    • Fragments of the story were there, but it was hard to recall details

Analogous Immersion

Did analogous immersion in Pre-K Classroom to see how 4 year olds routine’s/needs fit in with those of retired population.

Date: 3/3/17

Type: Analogous Immersion

Location: Early Childhood Development Center @ Notre Dame

Team Participants: Conducted alone

User Characteristics: “Pre-Kindergarten Students”

Boys & Girls

Ages 4-5

Students

What is this person’s biggest point of pain? There is a balance that the student’s must deal with: learning to be independent, but conforming to societal norms.

“Teachers are trained in Rudolf Dreikurs’ non-authoritarian approach to child guidance based on the work of Alfred Adler, which is a positive approach focusing on choices, encouragement, and natural and logical consequences. Class meetings and the democratic problem solving process are also key to the approach. Teachers teach and model the 4 R’s (respect, responsibility, resourcefulness, and responsiveness). Teachers problem-solve with children during the child guidance process supporting the children’s involvement in making helpful and friendly choices with their behavior. Sessions are provided to interested families about the ECDC approach embracing topics such as sibling rivalry, bedtime routines, mealtime routines, and supporting very active children.”

 Top 3 Learnings:

  1. Attention span of 4 year olds is about that of a person with Dementia.
    1. Students need to have nap time or crash otherwise they will be fussy & even yell.
  2. Children at this age do not have full command over their bodies yet
    1. Children at this age still need assistance in the bathroom
  3. Children are learning what norms are at this point & do not yet know how to interact

Key Insight – (1) Using practices that work to keep the attention of 4 Year Olds could prove potent for later stage retirees. (2) Utilizing child monitoring practices could help retirees have more attention when they need it. For example the teacher individually assisted each student as they went to the bathroom.

Activities:

  • Lunch time
    • Seconds
    • Dessert
  • Clean Up
  • Bathroom
  • Playtime
    • Built with blocks
    • Bean Bag Toss
    • Scooters
    • Climbing
  • Put stuff away in lockers
  • Story Time
  • Class Trivia
  • Nap Time

Environment:

  • Notre Dame
  • Early in the day: 12 Noon
  • 20 Students
  • Class Room Setting
    • Small Tables
    • Mini-Chairs
    • Sitting area
    • Bookshelf
    • Class Pet
  • School Environment
    • Admin Desk
    • Many classrooms
    • Lockers
    • Teacher’s Lounge

Interactions:  

  • Interacted during meal time with student’s
    • Watched them eat
  • Observed use of language
  • Watched clean up
  • Facilitated play time
  • Helped layout cots for sleeping

Objects:

  • Wearing Velcro shows
  • Play Materials
  • Cots with their names on them

Users:

  • Teacher
  • 4 Year Old Students
  • In-Class Helper (Student Volunteer)
  • Front-Desk Admin Staff

Expert Interview

Interviewed Robin Cooley, Vice President of Affordability, Medicare, Retirement, & Behavioral Solutions @ Optum Health.

Date: 3/3/17

Type: Interview

Location: Phone Call

Team Participants: Conducted interview alone

User Characteristics:  “Mental Health Expert”

Robin Cooley

Female: Middle 60’s

https://www.linkedin.com/in/robin-cooley-99973621/

robin.cooley@optum.com

Memorable Quote from Interview: “Of retired population 10% is over 85. By 2030 30% of population over 65 will be over 85”

Top 3 Learnings:

  1. 16% of retired populations is affected by mental illness
  2. People will be living with Neurocognitive disorders for much longer than ever before as life expectancies increase.
  3. Life coaching for mental illness (Peer one on one)
    1. When retired people feel like they lose their sense of purpose because they cannot work

Key Insight – (1) There are not adequate care facilities in place to combat the “Silver Tsunami” as more of the retired age population will be dealing with mental illness than ever before. (2) Peer to peer coaches helps retiree’s get back into activities they used to do before being retired. This helps renew their sense of meaning.

Users:

  • Robin Cooley

 

Immersion: Morningside Nursing Facility

Chas Pulido Immersed in a nursing home to see what the day to day of residents in an assisted living home was like.

Date: 3/6/17

Type: Immersion

Location: Morningside Nursing Home

Team Participants: Mark Egan

User Characteristics:  “Residents of Nursing Home”

  • Average Age of Residents: around 77 years (60-94)
  • All have been diagnosed with Alzheimer’s or Dementia, possibly another co-morbid disease.
  • “Resident’s typically come midway way through the disease & leave if need to go to another facility or the disease ends (death).”
  • “Attention span of resident’s is about 30 min.”

Assisted Living Duration: Varies largely for Residents

Arrival: Referred by another facility, doctor, or family home (Where primary caregivers have been family)

Memorable Quotes from Interview: “One universal activity for Dementia patients is Music. It tends to trigger memories that are very near & dear to you, makes you think of better times.”

Daily Routine

  • Day starts at 8
  • Daily Activities
    • No activity is the same from one day to the next
    • Each day is the same every week however. Dementia population thrives on routine, this gives them something to look forward to.
  • Dinner is served at 5:30pm
    • Few structured activities after dinner.

***Day is customized to each resident

 Top 3 Learnings:

  1. Security of knowing what’s coming next, is important for Dementia Patients
  2. Having a group of peers in the home helps make it easier for residents to get along & gives them motivation
  3. There are a few key factors regarding to keep in mind when picking out a nursing home: Cleanliness (There will be bool movement accidents, but there is a difference versus urine that has set in), clean faces, clean clothes, look at the nails of the people living there, unkept looks means trends, look at staff working there (everyone is entitled to have a bad day), but people should take joy in what they are doing there.

Key Insight – (1) A reason to live is the most important thing. Residents need motivation & tangible things to hold onto. (2) Family members/stakeholders need to keep in mind key factors when selecting a nursing home, this has a lot to do with the person’s longevity.

Activities:

  • Examples offered in Nursing Home
    • Gardening
    • Family Visits & Children
    • Entertainment: Guests come in & perform
    • Animals as pets
  • Daily Routine
    • Wake Up: 8am
    • Breakfast Served: 8am
    • Daily Activities Time
      • See above
    • Dinner Served: 5:30pm
    • Un-structured Activities
    • Bed Time: Varies from resident to resident 7-9pm

Environment

  • Morningside Nursing Home
  • Toured facility
    • Bedrooms
    • Admin Office
    • Front Desk
    • Welcome Area
  • Mid-Afternoon: 2-3:30pm
  • Located in small forest in Suburbs of South Bend
  • Houses around ~50 residents

Interactions:  

  • Our Activities
    • Parked in Parking Lot
    • Entered through double passcode protected doors
    • Sat in Welcome Area
    • Interviewed Executive Director
    • Saw bedrooms of residents
    • Conducted Card Sort in Welcome Area with Bob & Ronald
    • Interviewed Bob & Ronald
    • Left Facility

 Objects:

  • Board Games
  • Television Set
  • Tables, Chairs, & Couches
  • Jugs of water & other drinks

Users:

  • Patients
  • Nursing Staff
  • Administrators
  • Loved Ones
  • Guest Visitors

Ethnography Summary: Higher Extreme Interview

Interviewed, Veteran, Ronald Lee Cannon who is in the higher extreme of the retired age population.

Date: 3/6/17

Type: Interview

Location: Morningside Nursing Facility

Team participants: Conducted interview alone

User Characteristics: “Member of Assisted Living Facility”

  • Male: Age 77
  • Korean War Veteran: Served in the Army for 4 years
  • Retired Electrician, repaired TV’s
  • Been retired 12 years
  • Married 20 years, divorced 2003
  • 3 Kids (2 Daughters, 1 Son) & 7 Grand Kids

What is this person about – what drives him? Ronald is driven by stating active, he likes tinkering with things and even though he is retired he is the TV maintenance guy at the nursing home (the same thing he used to do before he retired).

What is this person’s biggest point of pain? Ronald’s biggest pain point is memory, he has an early form of dementia. It is tough for him to remember specific timeframes & do mental math. When ask how long he has been retired he said “I am 77 & retired at 65 so what is that about 20 years?”

Memorable Quote from Interview: “I like being active & having a routine. I look forward to the little things.”

 Top 3 Learnings:

  1. Routines & daily activities are customized to each resident, dementia effects everyone differently so all events are tailored.
  2. While daily activities may vary, weekly routines are generally the same
  3. Cleanliness & staff were big reasons why Ronald likes Morningside

Key Insight – (1) Having weekly routines be the same gives residents things to look forward to, no matter how small, this gives them a reason to carry on. (2) Ronald was still fairly-capable even after being in assisted living for 7 years, this is perhaps because many of the activities he used before retirement are replicated in his day to day routine at the nursing home.

Activities:

  • Used to play Baseball & Garden
  • Favorite Activities: Hanging out with Friend’s, Watching TV, & Jigsaw Puzzles
  • Routine
    • Wake up 6am
    • Breakfast
    • Watch TV till dinner time (Watch NCIS: Mark Harmon, NCIS LA)
    • Goes to bed shortly after dinner at ends (7pm-8pm)
  • Likes writing jokes & poems

Environment:

  • Morningside Nursing Home Facility (Been there 3 months)
    • Had prior been at Signature Healthcare assisted living for 7 years
  • Daughter also works in the home (Head of Nursing)
  • Mid-afternoon
  • In welcome area of nursing home

Interactions: 

  • Had shaking hands, but a firm hand shake
  • Noted that he liked Morningside, while he has been there

Objects:

  • Sitting in Wheel Chair
  • Wearing his favorite team, The Chicago Cub’s, World Series Championship T-Shirt
  • Snicker’s Bar
    • During the interview one of the nurses brought Ronald his daily treat
    • This is something that he looks forward to

Users:

  • Ronald Lee Cannon

 

Ethnography Summary: Lower Extreme Interview

Interviewed, Father, Mark Pulido who is in the lower extreme of the retired age population.

Date: 3/5/17

Type: Interview

Location: Phone Call

Team Participants: Conducted interview alone

User Characteristics: “Active Member of Retired Age Populations”

  • Male: Age 65
  • Full-Time CEO
  • Married 30+ Years
  • 1 Child: Father of Chas Pulido

What is this person about – what drives him? Mark is driven by doing. He gets a strong sense of being from helping his close family & others accomplish their goals. At 65 he enjoys mental stimulation that work brings him. Having day to day challenges gives him optimism & keeps him young as he says.

What is this person’s biggest point of pain?  Mark needs to be stimulated by work or something interesting. He does not like feeling idle.

Memorable Quote from Interview: “You need your mind to be sharp in-order to keep your body sharp”

Top 3 Learnings:

  1. Mark has a of sources of responsibility & avenues in which he derives meaning.
  2. Mark has made very few changes in routine & diet between ages 40 & 65. He has not had any changes in health.
    1. Only thing Mark has done differently is be more grounded. He has focuses on sticking to decisions/discipline
  3. Mark visits the doctor only once every 3 years or so and despite this is in a great health condition

Key Insight – (1) When asked how he would change his routine over the next ten years he said “I don’t think I would, I really enjoy it!” “It’s pushing me forward everyday” (2) Having a lot of reasons to live, in other words, responsibilities & close family help keep person in check & accountable.

 

Activities:

  • Daily Habits
    • Self awareness: Pacing
    • Good sleep routine
    • Healthier eating
    • Walking
      • 1 hour of walking (4miles) 5 days of week
    • Stretching
      • Stiff joints sitting for too long
    • Get up every morning at 5:45 or 6am
      • 1 hour after getting up solitude & reflection

Environment

  • Minneapolis, MN

Users:

  • Mark Pulido

Extra Notes

  • Family Life
    • Being with people that you love & enjoy, gives you inner strength
    • Gives you perspective, lets you think of what’s possible
    • Having close family/loved ones makes me want to carry on
  • Work Life
    • Constant stimulation is needed for your mind to learn & grow
    • You need your mind to be sharp in order to keep your body sharp
    • Pursing activities helps this
    • Optimism of having challenges
  • Goals
    • Be healthy & active
    • Answer lies within
      • Money, success, etc. is not a metric
    • Wants to travel internationally
    • Enjoys working as a CEO
    • Wants family to achieve their goals
    • Being apart of others dreams