2 workshops. 4 hours. T&Cs people ❤️

By NATHAN KINCH

We all know it, people don’t read or enjoy legal agreements. But did you know that easier to understand terms and conditions are the number one thing consumers believe can restore trust? That’s according to consumers of U.S. Financial Services anyway. 

This canvas can help you design disclosure experiences that people understand, enjoy and trust. Oh yeah, and the stretch goals is to design an experience that people ❤️

Think big, Execute pragmatically.

What is it?

The Better Disclosure Canvas guides your through an 8 step process to design better legal agreements. It’s been designed in Mural, which means you and as many other people as you like can work on it together from the comfort of your remote workspace.

How to do it

Step 1: Assemble your A Team
Getting the right people involved in this process is crucial. Your aim should be to recruit people across the business who can contribute different insights and skills.

Step 2: Schedule your workshop
Two separate 90 – 120 minute sessions are ideal. Propose specific times and dates. Consider schedule conflicts and do what you can to be flexible. Getting the right people in the (virtual) room is what matters most.

At this stage, it’s important you communicate your why. Encourage people to read about better disclosure or watch something about better disclosure. This will help get your A Team on the same page about what’s possible and why it matters.

Step 3: Run the workshops
As facilitator, it’s your job to get people motivated, keep them engaged and make sure you stick to time. There’s a lot to get through here, so don’t waiver. Stick with the plan.

The Mural has been designed to ensure keeping and sticking to time is easy. The simple interactions and “Outline” give you everything you need to run this workshop like a pro.

Step 4: Socialise the output
This sort of approach to ‘Legal Design’ is likely to be new to most of your colleagues. Help get them excited by showing them where you started, what you did and the incredible output you’ve produced (Our tip: Record a quick video overview and support it with a short email). Clearly communicate your next steps and help them understand how they can get involved to support upcoming work.

Step 5: Put your progress into action
Once the workshops are over and the first version of the canvas is complete, you need to start prototyping different design patterns and experiences that help bring the tactics you’ve described to life.

Start with paper sketching. Progress to digital prototyping and make sure you put it to the test.

This video case study will help you understand which metrics you should be focusing on, how to measure them and how to run simple, cost effective research sessions to start gathering some empirical data.

What you need

1. An open mind and positive attitude
2. Access to the Mural template
3. Coffee and brain food ;)


And, if you really commit, these are the types of results you can expect from the disclosure experience you progressively redesign.

When you're 'done', share what you learn openly

We need more examples of good. The only way we’ll start seeing these is if people like you do the above and publish what you’ve done.

If you want to start diving deeper, connect with Nate and Mat on LinkedIn. Start engaging in the discussions we’re having. We all have a long way to go. We can do it if we work together.

Oh, and if you don’t think these workshops will be enough, join Greater Than Learning. Better disclosure is one of the core learning streams 😊

Big ❤️ as always.

 

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