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Using Nudges for
More Effective Exam Programs
Cynthia G. Parshall, PhD, Touchstone Consulting
Ellen Julian, PhD, Julian Consulting
Dot Horber, PhD, NBOME
Sarita Parikh, GED Testing Service
Presented at the annual meeting of ATP, Orlando, FL, March 18-20, 2019.
What do we mean by nudges?
▪ And what is behavioral design?
Behavioral design
▪ Nudges are small changes to an environment that can
have a powerful effect in influencing the choices
someone makes.
▪ Behavioral design is about understanding how people
think
▪ Then, identify the friction points that make bad decisions
more likely
▪ Then, apply nudges to make good decisions more likely
Agenda
Examples and ideas
How to get started
Case study #1
Case study #2
Group discussion
Examples from Other Fields
and Ideas for Us
Ellen Julian, PhD, Julian Consulting
If you wanted people to drink more water…
1/29/2019 6
At Google kitchen, they moved the water bottles
to eye level.
Would that affect your choice?
Water selection increased by almost 50%!
Technique: Make it Hard to Miss
How can we use Make it Hard to Miss?
▪ Add Practice Test promotions
to exam-registration process
▪ Put a Volunteer Now! button
on the annual renewal page
If you wanted hotel guests to reuse towels…
A research study compared messages:
• emphasizing the environment
• emphasizing what other hotel guests do
What results would you predict?
Technique: Social Proof
Those getting the ‘other hotel guests’ sign used >25% fewer towels!
How can we use Social Proof?
▪ 90%* of other registrants have already renewed
▪ 95%* of successful candidates studied for the test
▪ Most of those who volunteered to write items have already
submitted theirs.
Avoid Negative Proof: Don’t talk about the cheaters; talk about
the honest majority!
*Only use real numbers
If you want more organ donations?
Start with the donation box checked ‘Yes,’ allowing them to
opt out.
Technique: Defaults
More than 90% donate when the default is Yes.
Only 15% donate when the default is No.
Or you want more people to save?
Changing 401k enrollment from opt-in to opt-out
increased the number of new employees enrolled…
from 34% to 90%!
How can we use Defaults?
▪ Sign up new registrants for reminders, texts, newsletters…
and let them opt out.
▪ Assume registrants will want to renew and just send them
an invoice, rather than making them remember, go online,
and hunt down “how to renew.”
▪ Add a donation to your educational foundation to their
renewal checkout page.
Nudge-fest for Failers
This isn’t the end! [framing] You’ve worked hard and overcome
obstacles to get this far [identity]; one more try may be all it takes.
Register now for your next attempt and be done with that decision.
[reduce friction]
Many people who became experts in the field had to take the exam
more than once [social proof], but they didn't give up. Once you
pass, it doesn't matter how many tries it took - you'll be a
{professional}! [amplify benefits] Don’t allow one bad day to
change your life and career [loss aversion]. We look forward to
seeing you on your next test date!
13
What would you like to impact?
Group Activity:
On the back of your business card,
write a chronic frustration
with examinees, volunteers, or staff
where a nudge might be able to help.
We’ll collect and crowdsource some ideas!
Behavioral Design –
What It Is & How To Get Started
Cynthia G. Parshall, PhD, Touchstone Consulting
Think of your program’s biggest pain point…
▪ Does it relate to human behavior?
▪ If so, a nudge can probably help!
Why it matters
“The goal is to help people do things that they have struggled
with in the past.”
Steve Wendel. Designing for Behavior Change, 2014.
“Small interventions in the environment … can encourage
people to make better decisions.”
Financial Times, 2017.
“By knowing how people think, we can make it easier for them
to choose what is best for them, their families, and society.”
Thaler & Sunstein. Nudge: Improving Decisions about Health, Wealth, and Happiness, 2008.
Some of the recent research
There have been
research findings from
psychology, usability,
behavioral economics,
gaming, and
other fields.
18
A few behavioral design tools & examples (1)
▪ Framing
▪ ex: By volunteering, you can help determine what content
the test will cover.
▪ Identity
▪ ex: I’m the sort of person who helps my friend study –
but not the sort who helps them cheat.
▪ Reduce friction
▪ simplify text; reduce the number of clicks;
minimize choices
A few behavioral design tools & examples (2)
▪ Amplify benefits
▪ improve aesthetics; reward small wins;
give positive reinforcement
▪ Social proof
▪ ex: Many invited participants have already completed
the survey.
▪ Loss aversion
▪ ex: Renew now and avoid extra fees.
A behavioral design research process
▪ For best results, take these steps
How to research your nudge – 3 steps
1. Diagnose
2. Experiment
3. Learn
For more information about conducting behavioral design
research, see Parshall & Johnson, 2018 at
http://www.proftesting.com/blog/2018/09/19/
developing-nudges-exam-program/
How to research your nudge – Diagnose
1. Diagnose:
▪ Select the key behavior you want to change
▪ Think “chronic frustration” here
▪ Conduct a behavioral audit
▪ Find all the friction points
▪ Craft your nudge
How to research your nudge – Experiment
2. Experiment:
▪ Could be a qualitative usability study
▪ Or a quantitative A/B study
How to research your nudge – Learn
3. Learn:
▪ Need to iterate?
▪ Or ready to implement?
Getting Started with Nudges
Dot Horber, PhD
National Board of Osteopathic Medical Examiners
NBOME Mission
The NBOME’s mission is
to protect the public by
providing the means to
assess competencies for
osteopathic medicine
and related health care
professions.
27
Down with No-Shows!
▪ Problem:
▪ An increasing number of candidates “No Shows” for the
COMLEX-USA Level 2-PE.
▪ Impact of the Problem:
▪ Inconvenience and rescheduling fee for the candidate, delayed
testing
▪ Intervention:
▪ Email confirmation 7 days in advance of test date.
▪ Result:
▪ Decrease in number of “No Shows” from 17 (5001 tested) in
2012 to 10 (5623 tested) in 2013.
2/19/2019 28
Down with No-Shows!
▪ Problem:
▪ Following the decrease in No-Shows, the No-Show rate began
to increase again the following year.
▪ Impact of the Problem:
▪ Inconvenience and rescheduling fee for the candidate, delayed
testing
▪ Intervention:
▪ Research: Reminder emails were reinstated after having been
accidentally omitted.
▪ Result:
▪ Decrease in number of No Shows: 0 in next 3 months.
2/19/2019 29
Can we Make Reminders Better?
▪ Include reminders to help prepare for the examination
▪ Orientation Guide
▪ Orientation Video
▪ Google Maps
2/19/2019 30
Impact of Social Media
▪ Problem:
▪ Notification of score release occurred via email.
▪ Students preferred instant notification on social media.
▪ Intervention:
▪ Beginning 11/16, COMLEX L2-CE score releases were
announced on Facebook and Twitter.
▪ In 8/17, all COMLEX-USA score releases were announced on
social media posts.
▪ Impact:
▪ Range of reactions based on their satisfaction with scores.
▪ Some express joy on social media
▪ Some need support from our Client Services team.
31
Can We Make Score Notification Better?
2/19/2019 32
Student Comments on Social Media
There isn’t an error right?
2/19/2019 33
91st percentile on my
COMLEX-CE! YASSSSSSS
Thanks for the response!
Now, can you please make sure I’ve passed when the results are released?
Hi there, can the interns/PGY-1s get our Level 3 results today? Pretty please!
Thanks.
Can We Enhance the Examination??
2/19/2019 34
▪ Problem:
▪ Prior to 2017, normal lab values were present in separate
exhibits.
▪ Intervention:
▪ In 2017, lab values were embedded in exam content.
▪ Impact:
▪ More realistic presentation for candidates.
▪ No time required to navigate exhibit of normal ranges.
Can We Enhance the Examination?
2/19/2019 35
Thoughts to share...
2/19/2019 36
▪ Get started!
▪ Collect data
▪ Review and improve
▪ Collect data
▪ Meet your test-takers where they are!
Nudges in Practice:
GED Assessment
Sarita Parikh, GED Testing Service
Everything you need...
38
● Recruiting
● Retention
● Culture & PR
● Everything you need!
● Free!
● Mission and Business
39
Desire
&
Capability
The Means
to Do it
?!+ =
A few behavioral design tools…
▪ Framing
▪ Identity
▪ Reduce friction
▪ Amplify benefits
▪ Social proof
▪ Loss aversion
Removing Friction
41
42
Framing
Study 3 hours a week
Study 20 minutes a day
43
Identity
44
Identity
Now you are
a GED
student!
Sarita Parikh
Loss Aversion
45
As long as you
are an active
student...
Sarita Parikh
Novelty and Rewards
46
Social Proof
47
Results
48
300%
Student persistence
300→ 3600
GEDWorks graduates
+5%
User conversions
Activity --
The Group’s Issues
Crowd-sourcing nudges
for the most common causes
of chronic frustration
Sources of chronic frustration
50
Group’s list here…
What are your take-aways from this session?
And now...
Thank you!
▪ For more information –
▪ See the series starting with
“Action Design for Instruction and Assessment”
at FromtheItemBank.com
(or via https://lnkd.in/gJpHhPT )
▪ Cynthia G. Parshall, PhD
▪ CParshall@Touchstone.Consulting
▪ www.linkedin.com/in/cynthia-parshall

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Using Nudges for More Effective Exam Programs

  • 1. Using Nudges for More Effective Exam Programs Cynthia G. Parshall, PhD, Touchstone Consulting Ellen Julian, PhD, Julian Consulting Dot Horber, PhD, NBOME Sarita Parikh, GED Testing Service Presented at the annual meeting of ATP, Orlando, FL, March 18-20, 2019.
  • 2. What do we mean by nudges? ▪ And what is behavioral design?
  • 3. Behavioral design ▪ Nudges are small changes to an environment that can have a powerful effect in influencing the choices someone makes. ▪ Behavioral design is about understanding how people think ▪ Then, identify the friction points that make bad decisions more likely ▪ Then, apply nudges to make good decisions more likely
  • 4. Agenda Examples and ideas How to get started Case study #1 Case study #2 Group discussion
  • 5. Examples from Other Fields and Ideas for Us Ellen Julian, PhD, Julian Consulting
  • 6. If you wanted people to drink more water… 1/29/2019 6 At Google kitchen, they moved the water bottles to eye level. Would that affect your choice? Water selection increased by almost 50%! Technique: Make it Hard to Miss
  • 7. How can we use Make it Hard to Miss? ▪ Add Practice Test promotions to exam-registration process ▪ Put a Volunteer Now! button on the annual renewal page
  • 8. If you wanted hotel guests to reuse towels… A research study compared messages: • emphasizing the environment • emphasizing what other hotel guests do What results would you predict? Technique: Social Proof Those getting the ‘other hotel guests’ sign used >25% fewer towels!
  • 9. How can we use Social Proof? ▪ 90%* of other registrants have already renewed ▪ 95%* of successful candidates studied for the test ▪ Most of those who volunteered to write items have already submitted theirs. Avoid Negative Proof: Don’t talk about the cheaters; talk about the honest majority! *Only use real numbers
  • 10. If you want more organ donations? Start with the donation box checked ‘Yes,’ allowing them to opt out. Technique: Defaults More than 90% donate when the default is Yes. Only 15% donate when the default is No.
  • 11. Or you want more people to save? Changing 401k enrollment from opt-in to opt-out increased the number of new employees enrolled… from 34% to 90%!
  • 12. How can we use Defaults? ▪ Sign up new registrants for reminders, texts, newsletters… and let them opt out. ▪ Assume registrants will want to renew and just send them an invoice, rather than making them remember, go online, and hunt down “how to renew.” ▪ Add a donation to your educational foundation to their renewal checkout page.
  • 13. Nudge-fest for Failers This isn’t the end! [framing] You’ve worked hard and overcome obstacles to get this far [identity]; one more try may be all it takes. Register now for your next attempt and be done with that decision. [reduce friction] Many people who became experts in the field had to take the exam more than once [social proof], but they didn't give up. Once you pass, it doesn't matter how many tries it took - you'll be a {professional}! [amplify benefits] Don’t allow one bad day to change your life and career [loss aversion]. We look forward to seeing you on your next test date! 13
  • 14. What would you like to impact? Group Activity: On the back of your business card, write a chronic frustration with examinees, volunteers, or staff where a nudge might be able to help. We’ll collect and crowdsource some ideas!
  • 15. Behavioral Design – What It Is & How To Get Started Cynthia G. Parshall, PhD, Touchstone Consulting
  • 16. Think of your program’s biggest pain point… ▪ Does it relate to human behavior? ▪ If so, a nudge can probably help!
  • 17. Why it matters “The goal is to help people do things that they have struggled with in the past.” Steve Wendel. Designing for Behavior Change, 2014. “Small interventions in the environment … can encourage people to make better decisions.” Financial Times, 2017. “By knowing how people think, we can make it easier for them to choose what is best for them, their families, and society.” Thaler & Sunstein. Nudge: Improving Decisions about Health, Wealth, and Happiness, 2008.
  • 18. Some of the recent research There have been research findings from psychology, usability, behavioral economics, gaming, and other fields. 18
  • 19. A few behavioral design tools & examples (1) ▪ Framing ▪ ex: By volunteering, you can help determine what content the test will cover. ▪ Identity ▪ ex: I’m the sort of person who helps my friend study – but not the sort who helps them cheat. ▪ Reduce friction ▪ simplify text; reduce the number of clicks; minimize choices
  • 20. A few behavioral design tools & examples (2) ▪ Amplify benefits ▪ improve aesthetics; reward small wins; give positive reinforcement ▪ Social proof ▪ ex: Many invited participants have already completed the survey. ▪ Loss aversion ▪ ex: Renew now and avoid extra fees.
  • 21. A behavioral design research process ▪ For best results, take these steps
  • 22. How to research your nudge – 3 steps 1. Diagnose 2. Experiment 3. Learn For more information about conducting behavioral design research, see Parshall & Johnson, 2018 at http://www.proftesting.com/blog/2018/09/19/ developing-nudges-exam-program/
  • 23. How to research your nudge – Diagnose 1. Diagnose: ▪ Select the key behavior you want to change ▪ Think “chronic frustration” here ▪ Conduct a behavioral audit ▪ Find all the friction points ▪ Craft your nudge
  • 24. How to research your nudge – Experiment 2. Experiment: ▪ Could be a qualitative usability study ▪ Or a quantitative A/B study
  • 25. How to research your nudge – Learn 3. Learn: ▪ Need to iterate? ▪ Or ready to implement?
  • 26. Getting Started with Nudges Dot Horber, PhD National Board of Osteopathic Medical Examiners
  • 27. NBOME Mission The NBOME’s mission is to protect the public by providing the means to assess competencies for osteopathic medicine and related health care professions. 27
  • 28. Down with No-Shows! ▪ Problem: ▪ An increasing number of candidates “No Shows” for the COMLEX-USA Level 2-PE. ▪ Impact of the Problem: ▪ Inconvenience and rescheduling fee for the candidate, delayed testing ▪ Intervention: ▪ Email confirmation 7 days in advance of test date. ▪ Result: ▪ Decrease in number of “No Shows” from 17 (5001 tested) in 2012 to 10 (5623 tested) in 2013. 2/19/2019 28
  • 29. Down with No-Shows! ▪ Problem: ▪ Following the decrease in No-Shows, the No-Show rate began to increase again the following year. ▪ Impact of the Problem: ▪ Inconvenience and rescheduling fee for the candidate, delayed testing ▪ Intervention: ▪ Research: Reminder emails were reinstated after having been accidentally omitted. ▪ Result: ▪ Decrease in number of No Shows: 0 in next 3 months. 2/19/2019 29
  • 30. Can we Make Reminders Better? ▪ Include reminders to help prepare for the examination ▪ Orientation Guide ▪ Orientation Video ▪ Google Maps 2/19/2019 30
  • 31. Impact of Social Media ▪ Problem: ▪ Notification of score release occurred via email. ▪ Students preferred instant notification on social media. ▪ Intervention: ▪ Beginning 11/16, COMLEX L2-CE score releases were announced on Facebook and Twitter. ▪ In 8/17, all COMLEX-USA score releases were announced on social media posts. ▪ Impact: ▪ Range of reactions based on their satisfaction with scores. ▪ Some express joy on social media ▪ Some need support from our Client Services team. 31
  • 32. Can We Make Score Notification Better? 2/19/2019 32
  • 33. Student Comments on Social Media There isn’t an error right? 2/19/2019 33 91st percentile on my COMLEX-CE! YASSSSSSS Thanks for the response! Now, can you please make sure I’ve passed when the results are released? Hi there, can the interns/PGY-1s get our Level 3 results today? Pretty please! Thanks.
  • 34. Can We Enhance the Examination?? 2/19/2019 34 ▪ Problem: ▪ Prior to 2017, normal lab values were present in separate exhibits. ▪ Intervention: ▪ In 2017, lab values were embedded in exam content. ▪ Impact: ▪ More realistic presentation for candidates. ▪ No time required to navigate exhibit of normal ranges.
  • 35. Can We Enhance the Examination? 2/19/2019 35
  • 36. Thoughts to share... 2/19/2019 36 ▪ Get started! ▪ Collect data ▪ Review and improve ▪ Collect data ▪ Meet your test-takers where they are!
  • 37. Nudges in Practice: GED Assessment Sarita Parikh, GED Testing Service
  • 38. Everything you need... 38 ● Recruiting ● Retention ● Culture & PR ● Everything you need! ● Free! ● Mission and Business
  • 40. A few behavioral design tools… ▪ Framing ▪ Identity ▪ Reduce friction ▪ Amplify benefits ▪ Social proof ▪ Loss aversion
  • 42. 42
  • 43. Framing Study 3 hours a week Study 20 minutes a day 43
  • 44. Identity 44 Identity Now you are a GED student! Sarita Parikh
  • 45. Loss Aversion 45 As long as you are an active student... Sarita Parikh
  • 49. Activity -- The Group’s Issues Crowd-sourcing nudges for the most common causes of chronic frustration
  • 50. Sources of chronic frustration 50 Group’s list here…
  • 51. What are your take-aways from this session? And now...
  • 52. Thank you! ▪ For more information – ▪ See the series starting with “Action Design for Instruction and Assessment” at FromtheItemBank.com (or via https://lnkd.in/gJpHhPT ) ▪ Cynthia G. Parshall, PhD ▪ CParshall@Touchstone.Consulting ▪ www.linkedin.com/in/cynthia-parshall