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Learn how to change behavior.

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Tactics that change behavior

Covert Learning

TACTICS

Covert Learning

Covert learning refers to imparting educational information into non-traditional methods of delivery. For example, a film where someone learns cognitive behavioral therapy techniques or receives training on body-weight fitness exercises may teach someone how to do these (or at least generally what they are). People may also learn the consequences of a behavior through watching someone else experience them, and this concept (viarious experience) is a key component of Bandura's social cognitive theory.

Clawback Incentives

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Clawback Incentives

Clawback incentives refer to a framing effect applied to rewards where participants are intended to experience losing the reward via noncompliance rather than accruing it for successful performance of the behavior.For example, a hypertension management program may credit its participants $200 at the beginning of the month, and reduce or "claw back" the amount by $3 each time the patient does not take their medication. The alternative would be starting the month at zero or the previous ballance and adding $3 each time the patient takes the medication.

Automation

TACTICS

Automation

Automation refers to having another person, group, or technology system perform part or all of the intended behavior. A prominent example is Thaler & Bernartzi's Save More Tomorrow intervention, which invested a portion of employees' earnings into retirement funds automatically and even increased the contribution level to scale with pay raises. Other examples include automatically scheduling medical appointments so the patient needn't do it themselves and mailing healthy recipe ingredients to the person's home to reduce the burden of shopping.‍

Change Effort

TACTICS

Change Effort

Changing effort refers to modifying the difficulty, or sometimes perceived difficulty, of a behavior in order to change its likelihood of occurrence. This often entails making a behavior easier by reducing its intensity or frequency. This is a tactic advocated by BJ Fogg’s model of behavior change.

Behavior Substitution

TACTICS

Behavior Substitution

Behavior substitution refers to attempting to eliminate a problematic behavior by replacing it with another one. Often, the substituted behaviors are intended to have similar sensory qualities (e.g. drink flavored sparkling water instead of soda). The goal is typically to disassociate the original behavior from its cue, enabling the more positive behavior to be triggered automatically.‍

Checklists

TACTICS

Checklists

Checklists are an age-old tactic for remembering to do certain tasks. Checklists are sometimes used to measure behaviors that should take place with a certain frequency, e.g. every day or X times per week, and other times, to ensure certain steps are followed every time a person does a complex behavior.For behavior designers, the challenges of checklists often entail choosing the right behaviors, breaking them down to the correct level of granularity for a given population, and serving them up in the proper context or sometimes with personalization. They are likely underutilized and consistently improve the performance of even experts, like pilots and surgeons.

AI or Chatbot

TACTICS

AI or Chatbot

Using a chatbot or simulated conversational interaction.‍

Active Choice

TACTICS

Active Choice

Active choice, sometimes referred to as enhanced active choice or forced choice, refers to removing default options and often increasing the salience of potential decisions through emphasizing the consequences of one or more of the options. Coined by Punam Anand Keller and colleagues in 2011, it was originally intended to address concerns around paternalistic nudging for use in situations where forcing the default option may be considered unethical. In one of the original studies, CVS customers were given the choice to enroll in automatic refills of medications via delivery. The choices they were presented were ""Enroll in refills at home"" vs “I Prefer to Order my Own Refills.”‍