COMMUNITY DEMAND FOR HEALTH SERVICES

Human Centred Design

Guidebook for Trainers
TRAINING PACKAGE OVERVIEW
TRAINING PACKAGE OVERVIEW

Table of Contents

Conduct
Welcome Plan Prepare the Report
Training

Page 3 Page 7 Page 11 Page 14 Page 17

HCD TRAINER’S GUIDEBOOK 2

TRAINING PACKAGE OVERVIEW

Welcome

Intro Plan Prepare Train Report HCD TRAINER’S GUIDEBOOK 3

INTRODUCTION

Welcome, trainers!
Thank you for participating in the human-centred design (HCD)
Masterclasses and for the work you are now embarking on to train Zimbabwe HCD Training Video
national and provincial staff. This facilitation guide will help you
understand the preparation and process required to train
additional groups in applying HCD methodologies to increase Training Report: South Sudan
demand for immunization and other health services in your
country.
HCD Field Guide
While the instructions provided can be easily adjusted for
in-person settings, this guide is catered to remote facilitations
given the ongoing COVID-19 pandemic.

Before you begin, click the links at right to see examples of the
HCD process in action (Zimbabwe), an example output from an
HCD training workshop (South Sudan), or visit hcd4health.org for
an in-depth review of the HCD process.

HCD TRAINER’S GUIDEBOOK 4

INTRODUCTION

Using the guidebook

Conducting and teaching human-centred design is a rewarding
experience. You will deeply understand the community and be able Resources will be displayed here
to better solve a multitude of health challenges – large and small.

This ‘Guidebook for Trainers’ is designed for trainers who Resources will be displayed here
completed the HCD masterclasses and will be training others
participants.
Resources will be displayed here
The following chapters walk you through all the stages of the
planning and conducting an HCD training.

● In the left column you will find a summary of each step.

● In the right column you will find links to tools, resources and
templates.

HCD TRAINER’S GUIDEBOOK 5

OVERVIEW OF HCD PROCESS

An iterative process with simple tools

Who are we What do we think we What stands How could we How could we
targeting? What is know? What do we in our way? What respond? What do measure? How could
our objective? still need to know? are opportunities? people think? we improve?
TOOLS: TOOLS: TOOLS: TOOLS: TOOLS:

1 OBJECTIVE 4 AREAS OF 5 RAPID INQUIRY 7 IDEA GENERATION 9 PILOTING &

INQUIRY & ITERATION
DISCUSSION
2 PERSONAS 6 SYNTHESIS 8 PROTOTYPE &
GUIDE
FEEDBACK
3 JOURNEY MAP

HCD TRAINER’S GUIDEBOOK 6

TRAINING PACKAGE OVERVIEW

Plan the Training

Intro Plan Prepare Train Report HCD TRAINER’S GUIDEBOOK 7

PLAN

Create a checklist
Planning a training has many steps. To stay organized, develop a
checklist of activities to keep your facilitation team up-to-date on Example Training Checklist
progress and next steps.

The example checklist contains steps for initial outreach to

participants, gathering necessary materials, building an agenda,
and helpful reminders for setting up technology for remote
trainings or setting up physical spaces for in-person trainings. The
timeline starts two months before the scheduled training.
Duplicate the checklist and customize for your training needs.

HCD TRAINER’S GUIDEBOOK 8

PLAN

Determine participants
You may already have a participant list to work with, but if you’re Local knowledge

building the list from scratch, determine a diverse group of

participants that will represent and contribute different
perspectives as the HCD process is learned and implemented. 25% 25%
participants participants

A room full of experts can be much less productive or imaginative

Logistical mindset

Creative mindset
than a mixed group. People with fresh perspectives create
well-rounded teams and uncover unconventional insights. All
participants should exhibit a willingness to try a new process and
work collaboratively. In addition, consider people who contribute:
25% 25%
● Relevant experience with the challenge at hand participants participants
● Deep knowledge and technical expertise
● Community-level awareness — especially community
members who will be directly affected by the final ideas
Academic knowledge
● Fresh and different perspectives — novices, external
participants, new recruits, colleagues from other disciplines
HCD TRAINER’S GUIDEBOOK 9
PLAN

Send an invitation
Once the participant list is complete, send everyone an invitation
(and make sure to request a response). Invitation (PowerPoint)

Remember to be human-centred in your invitation. Consider the

competing responsibilities and requests that participants must
navigate, and make it clear why this workshop is worth dedicating
time and effort to. What can they receive that makes them value
this experience? What will draw them in? What aligns with their
personal and professional goals? Simple steps like using an
intriguing headline and including an image to exemplify the
workshop experience can be quite persuasive.

We have provided an invitation example at right from Garowe.

Whether you use this template or create your own, an invitation
should include: a training HCD objective (the example to focus on
during the training), background information, dates/time/location
details, and a simple agenda with daily teaching objectives.
HCD TRAINER’S GUIDEBOOK 10
TRAINING PACKAGE OVERVIEW

Prepare the Training

Intro Plan Prepare Train Report HCD TRAINER’S GUIDEBOOK 11

PREPARE

Prepare the facilitation

team & agenda
Facilitator Agenda
This training includes four teaching days and one field visit day. It is
meant to be delivered by a facilitation team of 2-3 trainers. Review
the Facilitator Agenda ahead of time, remembering to assign Example Training Checklist
facilitator roles. You may use or adapt the facilitator agenda
shared at the right.
Training Workbook
Refer back to the Training Checklist for a reminder of what
materials need to be gathered for participants, whether in person
or remote.

Share (remote participants) or print (in-person participants) the

Training Workbook, which includes relevant activities for
practicing the HCD methods.

HCD TRAINER’S GUIDEBOOK 12

PREPARE

Make arrangements and

approvals for a field visit
‘Field Research Practice’ Plan
Day 3 of the training is field practice — participants to go into the
community to apply rapid inquiry methods.

Review the Field Research Practice example to identify locations,

arrange individuals to interview, and coordinate logistics
(transportation, materials printing, etc.).

HCD TRAINER’S GUIDEBOOK 13

TRAINING PACKAGE OVERVIEW

Conduct the Training

Intro Plan Prepare Train Report HCD TRAINER’S GUIDEBOOK 14

TRAIN

Deliver trainings &

practice field research 0. Introduction to Field Research
HCD Materials

On the right are ten modules for the training as well as a folder of
materials for field research practice to help facilitators familiarize 1. Objective 6. Synthesis
themselves with the process and build confidence in its
implementation.
2. Personas 7. Idea Generation
Each module includes speaker notes to help you prepare for your
lecture. Edit, add, or delete the speaker notes as you see fit. 3. Journey to 8. Prototype &
Remember to tailor the examples and interventions throughout Immunization Feedback
the presentation to be locally relevant. Module numbers
correspond to the training workbook activities.
9. Piloting &
4. Discussion Guide
Iteration
To prepare for the field research practice day, share a copy of the
field research plan with participants, and remember to gather
needed materials: card sort, discussion guide, pens, paper, and a 5. Rapid Inquiry Important Lessons
phone or camera to capture snapshots of the day. Note that there
is no module for the field research day (day 3). 15
HCD TRAINER’S GUIDEBOOK
TRAIN

Assign activities &

review inputs together
Training Workbook
As you review the agenda in the ‘Prepare’ phase, note that each
training module includes one or two activities. In addition to
showing the activity within the presentation, participants can
follow along using the ‘Training Workbook.’ All activities can be
completed directly in the workbook. Some activities will be
practiced during group breakout sessions, and others will require
additional work outside of the session. Participants should expect
an hour of group work outside of the training session.

Participants can share their work in two ways—a plenary

discussion where they share their screen or collected via
WhatsApp/email. Sharing work helps participants learn from each
other and helps facilitators know what is understood and what
needs further explanation.

HCD TRAINER’S GUIDEBOOK 16

TRAINING PACKAGE OVERVIEW

Draft the Findings Report

Intro Plan Prepare Train Report HCD TRAINER’S GUIDEBOOK 17

REPORT

Summarize outputs
in a report
Training Report: South Sudan
Once the trainings conclude, it is important to share findings and
other outputs with partners and peers that can benefit from your
experience. It also helps participants remember the steps as they Findings Report: Zimbabwe
begin applying the HCD process.

On the right are two types of reports that may summarize the
training:
1. Training reports explain what took place — who joined,
what they learned, how they might apply the training to their
work, and next steps for implementation or continued
ideation (Puntland example).
2. Findings reports explain rapid inquiry findings — once a full
round of rapid inquiry field research has been conducted.
They focus on the research completed and share initial
solutions to prototype and test (Zimbabwe example).
HCD TRAINER’S GUIDEBOOK 18
CONCLUSION

Library of Resources

Conduct
Welcome Plan Prepare the Report
Training

Zimbabwe HCD Example Training Training Report:

Facilitator Agenda Training Modules
Training Video Checklist South Sudan

Training Report: Invitation Example Training Field Research Findings Report:

South Sudan (PowerPoint) Checklist Materials Zimbabwe

HCD Field Guide Training Workbook

HCD TRAINER’S GUIDEBOOK 19

CONTACT US

Contact us

Schedule mentoring sessions as needed with The Nucleus Group website

Gena (gena@thenucleusgroup.com), Miguele
(miguele@thenucleusgroup.com) and Shaz
(shaz@thenucleusgroup.com) from Nucleus Impact.

HCD TRAINER’S GUIDEBOOK 20