How Might We

Help our leadership team positively impact associate morale, through what they work on and how they work, so that associates are happier, more effective and highly successful

How Might We

Help our leadership team positively impact associate morale, through what they work on and how they work, so that associates are happier, more effective and highly successful

ASSOCIATE EMPOWERMENT PLAN

MY ROLE & SCOPE
Design & Research Leader
Oversaw design team
Impact across line of business
Never been done before

ACTIVITY OVERVIEW
– Primary Research
– Empathy Interviews
– Themes & Insights
– Leadership Work Sessions
– Design Strategy
– Opportunity Prioritization
– Change Implementation
– Testing & Learning

OPPORTUNITY

Capital One regularly receives accolades for being a great place to work. They are constantly one-upping themselves in regard to creating a safe and nurturing workplace–so how do they do it? They never allow stagnation to take hold of their approach. They try new things like leveraging research and service design within HR. 

APPROACH

Leverage Service Design within their effrts toward continued cultural evolution. Bring Human Resources and Service Design together in close partnership to dive even deeper into what makes associates successful. The team utilized interviews, co-creation, and prioritization in order to pivot their approach to associate empowerment. 

OUTCOME

Six research themes that guided the definition of a series of incredibly intentional initiatives as well as a toolkit to teach other teams how to use this approach. Initiatives touched processes, organizational structure, communication patterns, and training programs. Work continues today in applying this approach and learnings.

Scroll down for a detailed look at the process and assets created throughout the project including :

RESEARCH
THEMES & INSIGHTS
OPPORTUNITY PRIORITIZATION
CHANGE IMPLEMENTATION
TESTING & LEARNING
RESEARCH

I drove the effort to conduct associate research with the goal of understanding the nuance in response metrics collected from a quarterly associate survey: interpretation of questions, contributors to positive vs. negative sentiment, pain points, and specific barriers. 

I sold the value of empathy interviews, created a research guide, interview tracker, and worked with leadership to schedule 41 empathy interviews within 11 teams.

Associate disciplines included: Product, Tech, Design, Commercial Real Estate (CRE) Sales, US Corp Sales, Middle Market Sales, Sales Specialty, Go to Market (GTM), Platform (TM Core), and Government Banking.

Interviews were conducted over the period of 4 weeks with debriefing and synthesis throughout – with one lengthier synthesis session at the end. 

Interview Guide, Survey Prompts

Processing Interview Notes (Keeping Confidential)

Affinity Mapping

THEMES & INSIGHTS

We took great care in reviewing our notes from each associate. We went through everything we heard with a fine tooth comb so that we really got to the root of struggles associates were facing and better understood where our biggest opportunities were.

We identified overarching themes across the line of business as well as insight statements per group. We shared our findings with our HR project management teammates along the way and then finally with our Leadership Team to determine actions to take

Synthesis Process

  • Debriefing: reflection together after each session and / or filled out a debrief sheet
  • Anonymizing Participants: to help us remove our own biases, see face value
  • Affinity Map of Notes: transcription of key context, quotes to post-its to observe patterns across teams, across TM as a whole
  • Face Value First, Insights Second: phased approach of focusing on what we heard first to see real patterns (multiple people noted something) THEN what we thought it meant

Identifying Themes and Insights

Bringing Key Stakeholders Into the Synthesis Process

Creating Insight Statements

An insight statement is a meaningful observation about a situation, it goes deeper than the initial topics and themes we uncovered. 

Themes & Insights Shared with Leadership

OPPORTUNITY PRIORITIZATION

I planned activities for, and facilitated, a working session for our leadership team to begin to address the opportunities identified through research. We spent time continuing to process what we heard, identifying areas we could approach from a more tactical perspective, identifying key tasks to start with along with owners of driving those tasks forward.

The session was meant to be 4 hours, but due to how productive the conversation was the leadership team canceled some afternoon meetings. We ended up working together for 6 hours.

Outcomes

– Alignment on biggest opportunities
– Identification of tactical next steps
– Owners of next steps activities
– Time slated for further discussion

CHANGE IMPLEMENTATION

To help us see the connection to the research and the activities we were doing to take the work forward we mapped tasks we were doing back to insight statements and opportunities.

Mapping Tactical Work to Insights & Opportunities

TESTING & LEARNING

As a team we identified key levers to positively impact associate experience. One of them included implementing a new communications strategy based around “moments” – based on the scenario this is how we communicate.

I owned the scorecard and feedback loop element. I designed a way that we could consistently check in to see how our new approach was succeeding or failing.

EXPANDING OUTWARD

In 2020 we found ourselves, once again, in need of more deeply understanding our associates and their needs. I worked with a small team to make sense of how the pandemic had exacerbated existing issues. 

Separately I was also involved in a research project dedicated to understanding associate perspective around talent management for end of year calibrations. 

Natalie Kuhn

A believer that many of the world’s problems can be solved using a designer’s mindset and methodology. Hopeful that I can help to create change by starting within my local community.

Connect

Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from - Youtube
Vimeo
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google