Case study

The power of vulnerability: Having difficult conversations with Subject-Matter Experts

By Kira Theunissen

Meet the company

One of our partners is a South African HealthTech company offering a centralised medical communications and medical history database, and online doctor services through pharmacy clinics. Its services bridge the gap between South Africa’s over-serviced private healthcare sector and its strained public sector by providing quality, affordable, and convenient care. 

As a growing organisation, this HealthTech company is constantly hiring new medical staff. These new hires often come from years of working in public hospitals or clinics and suddenly find themselves in an online, private sector role. Their clinical expertise is strong. But the shift to digital practice exposes more nuanced gaps in soft skills like patient communication, empathy, and trust.

Imagine a nurse who has worked for years in a bustling public ward, now trying to build a personal, human connection online.

The challenge goes beyond technical proficiency. It’s about making a patient feel seen and heard through a screen.

This was the challenge the HealthTech company brought to us: train staff in soft skills. What those soft skills were, exactly, remained to be discovered. As with every project we do together, we started with a workshop.

Our collaborative process

To get to the heart of our learners’ needs, we drew inspiration from Cathy Moore’s brilliant book, “Map It: The Hands-on Guide to Strategic Training Design”. Its guiding premise is simple: begin by understanding the problem and why it’s happening. Then define the behaviours you want to see.

Our adapted version of Cathy Moore’s Action Mapping process

With that in mind, we brought together five medical staff from the HealthTech company for an online workshop. Ahead of time, we did some digging online and collected patient reviews from various sources. We challenged the SMEs to analyse, engage, and respond to these to discern which could be addressed by our training. Our goal was to pinpoint the problem, and that meant inviting honesty, reflection, and even discomfort.

We asked questions like:

  • What’s the worst feedback you’ve received?
  • What specific problems have you encountered?
  • What gaps have you noticed in your current processes?

The next hour and a half flew by. The stories weren’t about bad medical practice or careless staff. They were about moments that felt awkward, moments when words weren’t enough, moments when patients felt overlooked.

Our adapted version of Cathy Moore’s Action Mapping process
Through this collaborative conversation, a theme emerged: unmet patient expectations.

With this clarity, we created an online course to help clinicians engage more empathetically, build trust with patients, and develop a deeper awareness of patients’ experiences during consultations.

The tangible benefits of action mapping

Here are two examples of how those deep conversations shaped our final training:

1. Medical jargon and misunderstanding

One early insight was how easily medical staff forget that medical language can alienate patients.

Think about it – many of us have left a doctor’s office thinking, “Wait, what just happened?” In online consultations, this problem can intensify. Patients may feel intimidated or misunderstood when medical terms dominate the conversation.

We assumed what we knew to be true: these staff care deeply about their patients.

The problem wasn’t a lack of empathy, but a lack of awareness.

So we built scenarios where learners could experience both sides of the conversation.

In one lesson, learners meet Nurse Liyanda. In focusing purely on medical details, she leaves the patient, Nkosazana, feeling unseen and unheard. As learners walk through the lesson from both the nurse’s and patient’s point of view, they gain a deeper understanding of how words can alienate or invite trust.

2. The digital divide

Another challenge surfaced: online consultations introduce a “digital divide” between patient and medical professional. Even tiny moments – a glance away, a distracted expression – can make a patient feel ignored.

To explore this, we introduced another character, a passionate nurse trying to balance patient care with the demands of a digital workspace. Through this lens, learners came to understand how subtle gestures can have a profound emotional impact. In an online consultation, focus and presence are as vital as clinical expertise.

The impact

So, was all this worth it? The results speak for themselves.

We measured the effectiveness of the training by comparing pre‑ and post‑course survey results. 

In specific areas related to unmet patient expectations, learner confidence rose by 22.5%, 22.1%, and 36.4%.
Detailed view of learning outcomes and learner self-ratings

We also collected learner feedback through a comments section, which offered valuable insights into our learners' experiences, highlighting what they enjoy and the areas where we can improve. Learner comments about the effectiveness of the examples indicate that the content resonates with them and is relevant to their everyday lives. 

Every aspect of this project was collaborative. Every step required stakeholders to slow down, ask hard questions, and listen deeply. The results reaffirmed what we’ve always believed: understanding the problem is the first step to creating a solution that truly works.

Behind every online consultation is a person hoping to be heard.

By embracing vulnerability and collaboration in the design process, we can help create training that doesn’t just teach – it transforms.

And in doing so, we help clinicians build trust, deepen connections, and ultimately deliver better patient care.

That, after all, is the point.

Want to design high-impact learning experiences with us? Get in touch at hello@whosyouraddie.com to discuss your project.