The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners

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The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
The New
Forest
Behavioural
Toolkit
For heritage, landscape and
nature conservation practitioners

Written by Dr Rachel Lilley and Mike King

In partnership with:
The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
In recent years behavioural science has been offering
valuable insights and research to help us deal with the
complex topic of humans and how we behave.
 In efforts to protect the New Forest we have often acted
as if everyone is the same, as if rules and regulations are
the only option. Behaviour is influenced by many forces.
                 Some are quite easy to try...

                             2
The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
Most effective approaches
to behaviour change take
a five stage journey:                      1
                                        Choose the
                                                        Define the behaviour
                                                        you want to change

                                        destination

                    5                                               2
       Tweak
 intervention
                 Revise the
                 route and
                                    The                           Map the
                                                                  landscape
                                                                               Research
                                                                               behaviour
  and roll out
        again
                   repeat
                                 Behaviour                                     and audience
                                                                               in detail
                                  Change
                                  Journey

         Evaluate the
                             4                            3
                                                      Design and
                        Determine how                                  Test one or more
        interventions    far you have                  test the        interventions
                           travelled                    route

                                           3
The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
Why do we need a behavioural
toolkit?
As populations have increased and lifestyles have
changed, user impacts on the New Forest have also
grown and changed. Information provision, laws
and enforcement have clearly been insufficient to
meet these changes.
Policy and changemakers worldwide have begun
to change the way they approach human decision-
making and behaviour. This transformation is
often referred to as Behavioural Policy or applied
behavioural insights. It has revolutionised many
areas of policy and the design of behavioural
interventions in the public sector – from reducing
energy use to increasing pension saving, from            Commoners’ livestock have right of way on the roads
                                                         © Russell Sach
getting patients to drink more in hospital, to
improving organ donation.
                                                                              What is behaviour change?
The New Forest is faced with a number of
                                                                          There has been a shift in understanding about how we
behavioural challenges. A National Lottery
                                                                          decide and behave. Our decisions and behaviours are
Heritage Fund project called the ‘Our Past,
                                                                          subject to many influences, in addition to rules, messages,
Our Future’ Landscape Partnership (OPOF)
                                                                          and incentives; by how we feel, our relationships with
set out to investigate new approaches.
                                                                          others and the physical and social context. We use mental
This toolkit shares the lessons learnt and
                                                                          short-cuts to help us take everyday decisions. Policy
guides future behavioural work.
                                                                          interventions are often designed on the basis that we all
                                                                          see the world in the same way, but analysis shows us that
                                                                          isn’t the case. The table overleaf gives some insight into
                                                                          what behaviour change policy is, and what it isn’t.1

                                                                          1
                                                                           Adapted from: OECD (2019), Tools and Ethics for Applied
           Raising driver awareness                                       Behavioural Insights: The BASIC Toolkit, OECD Publishing, Paris,
           of animal road casualties                                      https://doi.org/10.1787/9ea76a8f-en. Pg.19

                                                     4
The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
What behaviour                  What behaviour
change IS                       change IS NOT                         Stage 1 Choose the destination:
A problem-solving               A silver bulletIt does not            Define the behaviour you want to
methodIt helps behavioural      solve all difficult challenges.       change
issues to be better             Some policy issues may
understood, taking into         benefit more from traditional         Most people will start with a general problem without
account factors traditional     approaches.                           a clear idea of the behaviours involved. Spend time
approaches might ignore.                                              deciding exactly which problems you are targeting.
ExperimentalIt                  StandardReplicating what              In the New Forest OPOF project two issues we wanted to
encourages a culture            works in one situation does           address were:
of experimentation,             not guarantee success in
                                                                      • Reducing the number of road accidents involving
empirically testing solutions   another as context matters.
                                                                         New Forest animals
and disseminating results
which enable an iterative                                             • Reducing the number of animal feeding and
approach to making                                                       petting incidents, both to reduce animal illness and
improvements.                                                            aggression towards people.
BroadIt goes beyond             ExclusiveIt is not limited            Our first step was to define the behaviours we were
’nudges’ or small policy        to behavioural experts                going to target. How do we do that? People often start
tweaks. It informs the          but should bring together             with assumptions which prove to be incorrect.
design of a wide range of       knowledge from a diverse
interventions.                  range of experts.                     Some assumptions people had about the problems were:
ValuableIt should be            Judgemental It does not               • Drivers in the New Forest don’t care about the
considered every time you       mean that humans are                     Forest or the animals. Accidents are due to careless
are designing or evaluating     fundamentally irrational                 driving and ‘boy racers’.
a project or intervention.      or harmful, but that using
Even in cases where you         behavioural insights can help         • It is mainly people who are not from the Forest who
may not be able to run a        achieve a goal.                          cause accidents.
full experiment.
                                                                      • It is mainly tourists who feed and pet our animals,
                                                                         they don’t read the signs and they don’t care.

                                                                  5
The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
How do you find out what is                                Road accidents
really happening?                                          First we researched the        Accidents happened more
                                                           problem and looked at the      on main commuter roads
How do you challenge these assumptions and find
                                                           accidents in more detail       than other roads. We
out what is really happening?
                                                           to see if there were any       had missed a very basic
Investigate the problem by asking:                         patterns. We noticed more      fact, more cars meant
                                                           accidents happened on          more accidents. Accidents
• What exactly is happening?                               commuter roads at specific     increased in the autumn
• When? How? Where?                                        times.                         when evenings got darker,
                                                                                          aggravated by the clock
Talk and listen to as many people as you can:              We eventually realised that    being put back, and are
                                                           our animal accidents rates     low in the summer (tourist)
• People you meet                                          reflected national (and        months.
                                                           global) trends in accident
• Specific people, through interviews
                                                           rates, notably the autumn      This helped us to define
• A set of people using surveys.                           clock-change.We organised      the behaviour we wanted
                                                           with several local employers   to change from the current
How do they see the problem? What’s happening              to go and listen to            habituated and over-
from their perspective? It can be helpful to use an        employees talking about        confident driving across the
empathy map (see resources section at the back for         their commuting across the     New Forest to more careful
website).                                                  Forest.                        driving amongst commuters,
Whatever you start out thinking about the problem,                                        especially during the
assume it is wrong and be prepared to see it in from                                      autumn and winter.
many different angles.

                                                       6
The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
Petting and feeding
First we researched the             The insights gathered through          This would be achieved by:                 • Improving understanding
problem:                            this helped our understanding.                                                       of, and the relationship
                                                                           • Targeting specific                         between, locals and tourists
• We spent time in local           • Some people believe the                misunderstandings, for
   honeypot sites asking people                                                                                          with commoners and
                                       animals are ‘wild’ and need            example, that the animals                  commoning.
   a few questions about               feeding or petting.                    are wild when they are in
   feeding and petting the                                                    fact owned.                             • Improving the visibility and
   ponies and donkeys.              • Tourists are often scared of                                                      profile of commoning in
                                       the animals and do not like         • Addressing confusing mixed                 general.
• We asked others who might           petting and feeding them.              messaging such as images
   have seen feeding and                                                      of people petting ponies on             • Making the harms of feeding
   petting in the Forest, such as   • People who live in or near             some promotional leaflets.                 and risks of petting more
   New Forest rangers.                 the Forest are more likely to                                                     salient; that it is ‘cruel not
                                       feed and pet; they believe                                                        kind’.
• We spent time observing             they know what they’re
   in the places where it              doing. For some people this
   happened.                           is a special part of living
• We talked to people                 in the forest, an activity
   wherever we could such              they do with children and
   as shop keepers, and local          grandchildren.
   people.                          • The small number of donkeys
• We gathered information             in the New Forest are
   from newspapers, leaflets,          particularly appealing for
   social media and looking            petting.
   at how animals were being        This helped us define the
   represented.                     behaviour we wanted to
                                    change – observed feeding
                                    and petting of the ponies and
                                    donkeys by local people – to
                                    no feeding and petting.
                                                                              Leaflets on grazing animals used early on in the project

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The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
Individual elements
                                                                                                                    • Valuing connection with nature
Stage 2 Map the landscape: Research                                                                                    and animals
behaviour and audience in detail                                                                                    • Living for the moment; a selfie,
                                                                                                                       fear of missing out
Stage one involved defining the behaviour, including identifying
audiences. Stage two involves going a little deeper, how deep                                                       • Wanting to get to work on time
depends on the size of the project, the budget and the time                                                         • Over-confidence in situations
available. Less money may need more creativity, whilst a well-                                                         we face every day
resourced project might employ professional researchers.
Information can be sourced in many ways, through desk research,
surveys, observation and talking to people. Use LEAD to guide you:                                                  Social
• Listen to people (more in depth interviews, focus groups,                                                        • Group activities: Enjoyable;
   record casual conversations)                                                                                        Something we do together

• Experience the system (put yourself in their shoes;                                                              • Social norms: Cues from what
   experience the process; observe the target audience in action)                                                      other people do, or appear to do

• Ask questions (quantitative surveys and questionnaires)                                                          • Identity: activities help us feel
                                                                                                                       part of something ‘traditional’
• Explore the data (what do trends/differences say?)*
                                                                                                                    Material
Behaviour change                                                                                                    • Facilities may not support positive
                                                                                                                       behaviour, eg. car parks or shops
There are a number of behaviour change frameworks designed to
                                                                                                                       selling carrots facilitate behaviour
help you think through a behaviour. We have included an example
of one of these frameworks in the resources section and some links                                                  • Information overload: Too much
to others you might like to explore. A framework, such as the ISM                                                      or too complex signage becomes
on the opposite page, can help you consider the multiple factors                                                       overwhelming
which contribute to the behaviour including environmental, social                                                   • Feeding and petting are low-cost
and individual. It is surprising how many factors can contribute to a                                                  leisure activities
problem behaviour.
                                                                                                                    • Driving fast saves time

                                                                            * Using Behavioural Insights to Reduce Recreation Impacts on Wildlife: Guidance
                                                                               & Case Studies from Thames Basin Heaths and the Solent (NECR329)

                                                                        8
The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
Caring for New Forest Ponies
                                                                                                                             The aggressive headlines
In stage one the project went    • Regular commuters were                                                                   dominate. The explanation
some way towards defining           over confident about                                                                     of ‘why’ is lost. More
the problems more clearly.          their ability to predict the                                                             positive alternatives are
We challenged a number of           behaviour of grazing animals                                                             usually more engaging.
existing assumptions that were      beside the road.
listed on page 7 such as:
                                 • Very few local people,
• It was tourists feeding and      surprisingly, had any idea               It is not
   petting animals.                 about the habits and                     attractive. We
                                    ownership of the animals,                are more likely                              It directly counters people’s
Information has been used in        but they cared and were                  to look at things                            lived experience, their own
the past to change people’s         keen to learn more about                 if they are                                  historical behaviour and what
petting behaviours such as the                                               striking. Good                               they have seen others doing.
                                    commoning.                               design matters.
poster shown here that was
designed to change people’s      • Most commuters (incorrectly)
behaviour through knowledge.        believe straight roads are
                                    safer than bendy ones”
In stage two we ran some
more in-depth research and       Petting and Feeding
were surprised with some of                                                  Information overload.
the results:                     • People don’t intend to harm              Attention is limited,
                                    the animals; they feed them              there is too much
                                                                             writing here. Clear
                                    thinking it’s a good thing to do.
Driving                                                                      and simple messages
                                 • Feeding and petting ponies               are more effective
• Commuters obviously did          and donkeys is seen as an
   care about the animals and       important part of people’s
   the Forest and they really                                               • The animals are viewed as         • People did not understand
                                    experience of connecting                   part of the visitor experience,      or know much about the
   appreciated their daily          with nature, living in, or
   drive. This countered the                                                   provided by the New Forest,          commoners’ lives. They were
                                    visiting, the forest.                      not as part of the area’s            either seen slightly negatively
   assumption that people
   didn’t care.                                                                ecology or as the property of        (as NIMBYs or killjoys), or as
                                                                               anyone in particular.                invisible.

                                                                        9
The New Forest Behavioural Toolkit - For heritage, landscape and nature conservation practitioners
EAST is a simple framework
Stage 3 Design and test the route: Test                              The four principles to make clear messaging are:
one or more interventions                                                          Easy
Stage three involves designing and testing interventions.                          Make the message or desired behaviour
You can use the behaviour change models listed in the                              simple. Avoid complexity. An image is
resources section to help you do this. One framework we think                      often better than words. Are we making
                                                                                   doing the right thing the easiest option?
is really simple and helpful is the EAST Model.
                                                                                   What is the default choice?
Ask yourself; if you applied the EAST principles to
your intervention what would it look like? Would you                               Attractive
design it differently?                                                             People are more likely to respond to
For more information on EAST download the full guide here.                         appealing messages. How can we make
                                                                                   Forest-friendly behaviour the most
                                                                                   attractive option, even fun?

                                                                                   Social
                                                                                   What do others do (or should do)? Use the
                                                                                   power of social norms, group behaviours,
                                                                                   or identities to spread positive behaviours
                                                                                   or reduce harmful ones. What do most
                                                                                   people, people like me, do?

                                                                                   Timely
                                                                                   Often good messages are given at the wrong
                                                                                   time. Prompt people when the information
                                                                                   is most relevant to their decisions. Do they
                                                                                   make a plan before leaving home, or take a
                                     New seasonal
                                                                                   decision in the moment?
                                     poster following
                                     EAST framework
                                                                10
Applying EAST                                                               This sticker, used on vehicles, is:
One insight was that more           to the standard 40mph limit
                                                                              EASY to understand, an               ATTRACTIVE: A simple and
accidents happen in autumn          added only three minutes to               image and only a few                 striking design. The rosette
as the nights draw in, starting     their journey across the Forest.          carefully picked words. It is        offers an ‘accreditation’
with the clock change.                                                        free, as is group and business       message businesses are
Our interviews revealed             The #add3minutes slogan was               membership of the scheme.            encouraged to use in marketing.
that commuters hugely               born – directly addressing the
overestimated the impact of         frustration experienced when
very small delays, perhaps due      drivers slow around livestock,
to a driver in front driving        in terms that matter to them.
slowly. A local journalist          Car stickers were used to build
found that driving at 30mph         new social norms stating ‘I go
on a busy commuter route            slow for ponies’, high profile
compared                            local businesses added the
                                    stickers to their fleets.

                                                                                    I GO SLOW FOR PONIES
                                                                                                                  TIMELY: It can be stuck onto
                                                                                                                  vehicles so people will see it at
                                                                            SOCIAL: It is about creating social   the most relevant time, when
                                                                            norms and cultures. Some of the       they’re driving. If their speed
                                                                            highest profile local businesses      is being limited by a carefully
                                                                            with vehicle fleets were targeted     driven vehicle in front, the sticker
                                                                            initially, helping build a social     explains why. Campaign partners
                                                                            norm and create an element of         developed a communications
                                                                            competition (fear of missing out).    calendar, prioritising the use of
                                                                                                                  hashtags when most appropriate.

                                                                            The ‘new’ campaigns are not the last word. This is an ongoing
Old poster on animal casualties   New winter road signs                     process of testing and adapting. None are perfect – yet!

                                                                       11
The #add3minutes campaign is:
• Easy: The action is simple,     • Social: Of the few words           • Timely: This campaign runs                 unavoidable ‘fact of life’.
   add three minutes to your          in the post the hashtag is            only in the seasons when                   Data show people are slow to
   journey to look after the          prominent, and is widely              accidents peak, avoiding                   adapt to changing daylight
   animals. Commuters can             used by all partners and              the risk that people become                conditions when the clock
   plan their regular journey         supporters to build a                 numb to it or overestimate                 changes; a timely nudge
   ahead. The poster is easy          ‘social norm’ of concern.             the scale of accidents to                  accelerates this adaptation.
   to read, using images to           The slogan is intentionally           the point they become an
   communicate what it is             cryptic, making people
   about, with minimum                think about the meaning.
   words. In the second winter
   the wording on the road
   signs (shown on page 18)
   was improved by making it
   reflective.
• Attractive: Appealing to
   the driver’s self-interest to
   avoid an accident and to
   care for the livestock. The
   message of appropriate
   behaviour is prominent. To
   most people three minutes
   is not a big sacrifice. The
                                                                         The “effigies” campaign – we used host organisations,
   campaign communicated                                                 giving this campaign a clear social element
   the increased pleasure of
   an extra three minutes on                                             This campaign was                           to different community sites.
   a journey that commuters                                              supplemented with the use                   Seasonal use, displaying
   reported enjoying.                                                    of a set of wooden effigies                 numbers, and regularly moving
                                                                         depicting each type of New                  them were all tactics aimed
                                                                         Forest livestock, signed with               at gaining attention when it
                                                                         the number of deaths the                    matters most.
                                   Challenging over-confidence           preceding year and moved

                                                                    12
In this example the message was delivered in a very different way                               Stage 4 Determine how
using the EAST framework and the results of our research:
                                                                                                far you have travelled:
    EASY: The first poster is not easy to read,       ATTRACTIVE: As well as being              Evaluate the interventions
    the message of “control” is lost. The             better designed, the second
    second poster uses dog walkers’ own               poster is more attractive, with           Understanding how your behaviour change
    words to gain attention. The desired              positive advice on how to ‘get to         intervention is progressing, and capturing
    behaviour is much more practical.                 safety’ in a dangerous situation.         the learning, is a vital part of the journey.
                                                                                                This will help to refine the interventions
                                                                                                going forward.
                                                                                                This stage is designed to help evaluators
                                                                                                systematically assess the project and
                                                                                                interventions:
                                                                                                • Have you identified the right
                                                                                                   behaviour/s and the correct audience/s?
                                                                                                • Have you successfully diagnosed
                                                                                                   barriers (social, environmental,
                                                                                                   psychological) to adopting a desired
                                                                                                   behaviour?
                                                                                                • Design and implement an appropriate
                                                                                                   behaviour change pilot to test the
                                                                                                   intervention;
                                                                                                • Monitor and evaluate behaviour change
                                                                                                   to ensure mid-course corrections are
    TIMELY: The desired action is one of          SOCIAL: The message uses the ‘so you
    advance preparation; remembering to           think you know the New Forest?’,                 made and project design improved.
    take a dog lead, look ahead for cattle        appealing to the identity of being a
    and vary your route. This communication       ‘local’ (the vast majority of dog walkers),
    is therefore not a physical poster, but for   also using the #KeepYourDistance
    use online reaching people at home.           hashtag already in extensive use.

                                                                             13
Stage 5 Revise the route and repeat:                              Revise and re-run
Tweak intervention and roll out again                             Once the campaign materials    of our earlier findings had
                                                                  for the driving initiative     been right, the focus on
Once you have run your test intervention and evaluated it,
                                                                  had been developed they        time in #add3minutes was
you can make adaptations.
                                                                  were tested and evaluated.     less salient to young drivers.
                                                                  Findings from research were    For them concerns for
                                                                  incorporated into a question   damage to their cars and
                                                                  and answer leaflet, which      increases in their insurance
                                                                  was then ‘road-tested’ at      premium may dominate
                                                                  local events.                  behavioural decisions and
                                                                  Visiting a local college we    this was incorporated into
                                                                  found that, whilst many        future materials.

                                              Challenging                                            Quiz: Making
                                              assumptions                                            information social
                                              on feeding
                                                             14
The stages of effective behaviour change
      Stage

                           Stage 1 Choose the        Stage 2 Map the landscape: Research           Stage 3 Design and test        Stage 4 Determine how            Stage 5 Revise the route and
                           destination: Define the   the behaviour and audience in detail          the route: Test one or more    far you have travelled:          repeat: Tweak intervention
                           behaviour you want to                                                   interventions                  Evaluate the interventions       and roll out again
                           change
      What you are doing

                           • Do initial research     Gather evidence that challenges               • Set realistic goals          Capture learning by              Based on evaluation, tweak
                           • Be specific             assumptions about behaviour through:                                         developing an evaluation         and adjust your intervention
                                                                                                   • Target your audience         framework that includes:         and roll it out again.
                           •T hink of the           • Listening to people (interviews, focus
                             audience, see the          groups)                                    • Know available resources;   • Monitoring progress            • Continue to reflect on
                             behaviour from their    • Experiencing the system (put yourself         time, money, expertise,                                         what is working and what
                             perspective                in their shoes)                               support                     • Understanding impact,            needs refinement – a
                                                     • Asking questions (quantitative                                               including the drivers and        continuous process
                                                                                                   • Decide on intervention(s)      barriers to making this
                                                        surveys and questionnaires)                   based on research and          happen                        • Take time to design and
                                                     • Exploring the data (what does it tell         resources                                                       test improvements
                                                        us?)                                                                      • Reflecting on, and
                                                     • Using behaviour change frameworks          • Monitor progress                recording lessons learnt      • Return to earlier stages
                                                        listed in the resources section overleaf                                                                      and fill in gaps identified
                                                                                                                                                                      in the research

                                                                                                                                                                   • Adjust intervention and
                                                                                                                                                                      try again, if appropriate
                                                                                                                                                                      scale it up
& outputs
Achievements

                           • Process to find         • Move from assumptions and                  • Test intervention(s)        • Quantitative and              • Intervention adapted
                           behaviour                    anecdotes to more factual evidence-           designed based on              qualitative evidence of          based on evaluation and
                           • Process to find            based understanding of the behaviour          research from Stages 1         behaviours changed               research
                           audience                                                                   and 2
                                                     • Increased understanding of when/                                          • Improvements identified        • Evidence of behaviours
                                                       where/ how the behaviour happens                                                                               shifting

                                                     • Identify a number of potential
                                                        interventions
indicators
Progress

                           • Identified correct     • List of barriers and incentives            • An active intervention      • An initial evaluation which   • Achievements listed plus
                              audience               • Literature and similar projects               with evaluation methods        can be used to inform            any additional unexpected
                           • Identified specific       reviewed                                      in place                       adaptation                       outcomes which help
                              behaviour                                                                                                                               develop/inform the project
                                                     • Behavioural determinants identified,
                                                        eg. social norms, messengers,
                                                        infrastructure etc.

                                                                                                           15
Behaviour Change
Models
ISM model (page 13)
Video: Using the ISM model
The East framework (page 17)
Video: Using the EAST framework
The Mindspace framework
Fehr’s Behavioural Change Matrix
The COM-B Model
Video: Com-B Model
Tools and Ethics for Applied Behavioural
Insights: The BASIC Toolkit
Empathy Maps: Useful for helping you think
about your audience. Google ‘empathy map’
and get lots of templates. Or try: mindtools.
com/pages/article/empathy-mapping.htm
Promoting persuasion in protected areas

General resources
Behavioural Insights Team – lots of examples    Written by Dr Rachel Lilley and Mike King
of behaviour change projects developed and
delivered by the team.
UCL – Centre for behaviour change, include
lots of resources.
Behaviour Economics Guide, a free guide         In partnership with:
produced every year with lots of interesting
articles.
Inudgeyou, interesting case studies and
information.

                                                                                            NPA 01097. March 2021. © Crown copyright.
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