Think about all of the stages of the employee life cycle in your organization: e.g., Attraction Recruitment Selection Onboarding Development Performance Engagement Recognition Retirement/Exit Identify some areas where you would like to see people ACT differently. Be specific, identify the exact policies, practices, procedures, or norms that you would like to change.

Choose one outcome from the list above that you would like to focus on pick your battle.

Identify the relevant Stakeholders, Actions, and Touchpoints for this outcome. Stakeholders (List all of the actors whose actions need to change to bring about this outcome. What do you know about them motivations, stressors/pain points, interests, access to resources, influenceability, etc.?)

Actions (What specific actions need to stop/start/change for your outcome to be possible? How changeable are these actions?)

Touchpoints (Where can changes be made what are the specific levers? How easy is it to make these changes? What obstacles stand in your way (people, processes, resources, etc.)? To what/whom do you need access to make this change?)

Create: (Example)I would like [my target for behavior change] (could be customers, employees, colleagues) to switch from existing behavior to desired behavior because of [benefit] (to them, the organization, society, other stakeholders) I would like to switch from to because of

Build the Behavior Pipeline and list bottle necks/friction/sludge.

Write a How Might We... Statement

How might we by an in order to

Design an Intervention Make a list of ideas/treatments. What nudges could you apply? What sludge could you remove? State your Research Question: Behavior Change Statement (Step 2) + How Might We Statement (Step 5)

Map out an experiment. Be specific about: What population are you drawing from? What will happen in the intervention group and for how long? List factors and levels. What will happen in the control group? What outcomes will you measure, for how long, and at what timepoints? How will you analyze the results? How will you know if the intervention was successful?