This resource walks you through a systems practice, and describes process phases (Launch, Gain Clarity, Find Leverage, Act Strategically, and Learn and Adapt) and methods for guiding the practice.
This resource has been developed in collaboration with teams across The Omidyar Group. This workbook aims to fill the gap between the promise of a systems approach for making social change and putting it into practice. It was created alongside curriculum as part of a paid course.
For each method, results, actions, difficulty, time estimation, and tips are included.
EAST is a framework and summary of the Behavioural Insights Team's knowledge of behavioural science, developed for busy policymakers. It is based around principles of making actions Easy, Attractive, Social and Timely (EAST) applied to a 4-step process: 1. Define the outcome, Understand the context, Build your intervention, and Test, learn, adapt.
It is a more simplified version of the publisher's prior MINDSPACE framework. The resource includes overall guidance and case studies.
The United Kingdom government's design principles and examples of how they have been used. Each principle includes links to articles with additional explanation and reflections.
1. Start with user needs
2. Do less
3. Design with data
4. Do the hard work to make it simple
5. Iterate. Then iterate again
6. This is for everyone
7. Understand context
8. Build digital services, not websites
9. Be consistent, not uniform
10. Make things open: it makes things better
This report identifies five common pitfalls that organisations fall into when using theory of change, and walks through five rules of thumb that will help organisations to use the approach to tackle complex problems. The report includes case studies demonstrating these pitfalls and rules of thumb in practice.
This resource is intended to support United Kingdom government teams create and run digital services according to their Digital Service Standard. It covers Accessibility and assisted digital, Agile delivery, Design, Measuring success, Service assessments and getting on GOV.UK, Technology, The team, and User research.
The toolkit is designed to be both informative and actionable - helping integrate the latest research in human behavior and decision making into practice. The toolkit features five tools to help designers apply findings from the field of behavioral economics to their practice in order to provide a head start on framing research as well as developing new strategies for solving user problems.
The toolkit includes:
Reference Cards: behavioral economics research findings organized and described
Concept Ecosystem Poster: the relationships between concepts
Irrational Situations Guides: when people act irrationally, what to look for and how to design for these situations
Strategy Cards: ways to design for the irrational mind
Loss/Gain Worksheet: understanding and designing
This resource is an introductory description of a paradigmatic shift in public policy-making from traditional methods to new, innovative approaches. This includes a whole-of-government approach, a refocus on the user, an embrace of complexity, pro-activeness, and collaboration. It describes 7 opportunity areas for innovation in the traditional policy-making process.
The resource contains tools for visualizing and anticipating future risk of technology products, acknowledging that once technology is released and reaches scale it may be used for purposes beyond the original intention. The toolkit contains foresight methods, including 14 scenarios, for kicking off important conversations with product teams--including examples of current signals of future trends. It also contains a Risk Mitigation Manual with 8 risk
zones where hard-to anticipate
and unwelcome consequences are most likely to emerge. Finally, it contains 7 suggested strategies for future-proofing.
A guide intended for the Australian government for designing public services in user-centered and iterative ways. This resource is intended to help teams start small and learn fast, and to create services that can be delivered quickly and to save money by reducing service failure.
It is organised into 4 design and delivery stages, each with an associated guide: Discovery, Alpha, Beta, Live.
This resource is focused on collaboration around designs for solving product problems, specifically on the topics of trust, transparency and control concerning the use of personal data. The methodology used was inspired by those from the Stanford d.school and IDEO. The toolkit is split into four sections – Plan, Discover, Ideate and Prototype.
The resource contains over 20 guided activities and supporting materials (including downloadable worksheets) covering materials for planning and running your own event, including one hour, half day, and full day example event agendas and facilitation plans.
It is intended for product managers, designers, developers, policy policy advisors, regulators, students, and others interested in opening up discussion about trust, transparency and control with a team, organisation, school or clients. It covers topics such as designing privacy statements, consent requests and other features which impact the perception of trust, transparency and control for product users.
This playbook defines smart cities through human experiences, including 3 "mindsets" (lenses to understand) and 6 "plays" (ways to start). Originally developed for the City of Calgary, Canada, it offers ways to document, prioritize and advocate for individual human experiences at the nexus of networked technology, data and urbanism. It promotes embracing complexity and designing responsive systems, policies and governance around people for people-centered smart cities. Both PDF and slide deck are available.
A playbook of 13 key “plays” drawn from successful practices from the private sector and government that the publisher believes, if followed together, will help governments build effective digital services.
This resource offers on ways to do things differently by introducing basic guidance on the process of design thinking. It provides guidance on how to introduce this new approach into day-to-day work in the public sector. It was developed for both policymakers and people who design and deliver public services who need to make large changes in how they serve their citizens.
It includes guidance on creating an environment set up to do design work as well as an overview of some of the most commonly used methods. It includes guidance on how to respond to challenges to this approach as well as a few tools in the appendix.
This resource describes open government good practices and presents them to encourage further adoption and innovation. The publisher's goal is to help government reformers and civil society partners in improving the quality and output of co-creation processes across the Open Government Partnership (OGP). The resource was created to aid OGP partners but is applicable to others interested in open government.
The Toolkit contains content organised in a Question & Answer format, a matrix of participation and co-creation standards, and a map of 100 case studies from 39 countries.
This resource contains a method library and playbook for commonly used strategic foresight tools, organised by a guiding framework of five planning phases (perspective, opportunity, solution, team, and vision). While it does contain the tools themselves, the resource also contains extensive guidance on each method, including overall guidance, examples, instructions, insights, tips, and tool templates. It also contains overall guiding principles, underlying theories, and considerations for using and sequencing the methods as an integrated methodology. This resource is extensive but organised and navigable. It is oriented toward a growth-focused private sector context but can be adapted for use in the public sector. The resource can be downloaded for free or purchased as a physical copy.
The U.S. Public Participation Playbook is a resource for government managers to evaluate and build better services through public participation using best practices and performance metrics.
Based on discussions with US Federal Government managers and stakeholders, the publishers identified five main categories that should be addressed in all programs, whether digital or offline. Within each category they identified 12 unifying plays to start with, each including a checklist to consider, resources and training. They also provide suggested performance metrics for each main category.
This playbook is an online crash course on service design. It works alongside the 14 points set out in the Digital Service Standard to provide the basics needed to get started on a digital service.
It covers: About service design, Discovery phase, Alpha phase, Beta phase, Live phase, and Team roles
The Do-it-Yourself (DIY) Open Data Toolkit provides a step-by-step guidance on how to develop an open data initiative. The Toolkit is primarily intended for municipalities that have not yet begun an open data project and need some guidance on how to implement one. It can also be referenced by other governments or organizations who are considering initiating an open data initiative.
The toolkit includes: Open data orientation, Planning considerations, Publishing sample data sets, Adopting an open data policy, Executing an open data pilot project with community engagement, and
Moving your open data initiative from pilot project to operational program.
This toolkit provides guidance for public servants on how to communicate with the public using the simplest and clearest language possible and to ensure that all services are accessible, and meets the diverse needs of all our customers. The guidance is based on Universal Design principles.
The toolkit contains advice on general writing style principles, verbal and non-verbal communications, design of forms and documents, web and social media content and how to display signage. It features a series of tips and tricks for evaluating the inclusiveness of communications.
This approach is not only useful in the public sector for improving service experiences but also as a way of making overall communications more open and accessible.
The purpose of the standard is to provide guidance for those in the Australian government or anyone who designs or provides government digital services regarding the provision of simple, clear and fast services. It includes 13 criteria, rationale, information about meeting the standard, design principles, service design and delivery process, related training and guides, and a glossary.
The resource also includes downloadable posters.
The Better Government Toolkit provides resources to build a better government through innovation. It focuses on four areas/verticals: Build a 21st Century Culture and Workforce, Improve Government Services Delivery, Solve Complex Problems, Collaborate with Innovators. It includes case studies within the United States Government. Each tool includes approach, actions and considerations, glossary of terms, related policies, and related resources.
This resource includes tools, approaches and resources for local authorities sharing non-personal data. The publishers intend it for those currently working in city governments as well as those supplying data sharing services to be able to find a common language and process in approaching the sharing of data. It focuses on both the technical and non-technical aspects of sharing data, including building data sharing partnerships, building a team, ecosystem mapping, and proposal and business case development.
The Open Data Toolkit provides guidance intended for South Australia agencies and local councils release open data, although can be adapted to other contexts. It includes guidance on the following steps: Identify, Classify, Approach, Approve, Publish, Maintain.
It includes suggestions on governance decisions and roles as well as privacy, public value, and intellectual property guidance.
The resource was developed for IFRC and National Societies to develop their literacy around data, but it could easily be applied to other organisations. It aims to promote responsible data use and develop data readiness. It has been tailored based on these audiences:
The Data Curious, who needs an ‘on ramp’ to learn and be exposed to the data basics.
The Data Advocate, who sees relevance and and wants to improve their skills and/or offer support.
The Data Active, who are motivated to self-learn and are on their way to being a ‘data-leader’.
The Data Ready, who are ‘trainers’ or ‘data leaders’ who lead data-driven projects and mentor colleagues.
It was heavily influenced by the DIY toolkit, the Atlassian Team Playbook and the Open Organization principles. The content is built to be social and modularised and used in a ‘pick and choose’ method. It includes examples, best best practices, how to’s, slides, session plans, training materials, matrices and scenarios, which are provided in formats that are easily adapted by others.
Reference Panels, also known as Citizens' Assemblies, Commissions and Juries, are an example of long-form deliberative processes that are frequently used by governments and public agencies to obtain detailed guidance on important and sometimes controversial policies.
Based on the publisher's experience with reference panels, they offer eight moves from their playbook to help others plan their own deliberative process.
The National Centre for Public Sector Innovation in Denmark has developed this guide to help public sector workplaces share their own innovations and reuse others. It is relevant for anyone who wants to collaborate on spreading an innovation from one context to another. The guide consists of six steps with recommended actions to take and associated tools that help structure the dialogue throughout the process.
This resource tells the stories of 20 teams, units and funds established by governments and charged with making innovation happen. i-teams, short for innovation teams, are dedicated teams, units and funds, to structure and embed innovation methods and practice in government. They are largely affiliated with Bloomberg Philanthropies and its associated i-teams program and usually within local governments.
This resource analyses the diversity of structures and approaches, their impacts, and the key lessons for other government leaders looking to emulate these efforts.
The guide offers practical guidance to local government officials on how to build a culture and practice of innovation and give local leaders an action-oriented framework for breakthrough
innovation. It lays out nine “Imperatives” towards this end, with concrete action steps for each to help cities get started, along with illustrative case studies.
This playbook describes 10 "plays" organised around
designing the job, finding the right people, and guiding applicants. Each play includes guiding steps and examples.
Innovate to Save was launched in February 2017 with funding from Welsh Government. The programme blends grant funding to undertake a Research and Development phase, incorporating prototyping and piloting of the organisations' ideas, followed by the opportunity to apply for an interest-free loan on negotiable terms to implement the project at scale during an implementation phase.
Repayable finance is a tool that governments can use to support innovation in public services - allowing governments to benefit from the success of innovation, and reinvest money on a regular basis in new innovations.
This guide aims to be a practical and informative tool that helps public service organisations- although most likely local and national governments - to stimulate innovation within a challenging context. Informed by experience, it aims to guide teams through the process of planning, developing and implementing a programme of blended finance for innovation.
This is a report from the Workshop ‘How might we approach transformational change for complex challenges in the future?’, held in London 30-31 August 2017. It provides 18 insights and considerations for playing the enabler, catalyst, and convenor roles in creating a mindset of long-termism.
A toolkit targeting journalists and includes concrete guidance on how to use their rights to access information. It is based on a comparative analysis of the access to information laws in the region covered by the Organization for Security and Cooperation in Europe, which has 56 participating states in Europe, Central Asia and North America; of these 45 have legal provisions on the right of access to information held by public bodies which are reviewed in this analysis. It is available in 13 national language versions.
Grounded Change is an approach and social innovation methodology used by the company InWithForward. It means flipping the order in which most social policies & services are made. Rather than start at the top, in boardrooms, they start at the bottom, with user needs. They have named 7 kinds of interactions that they believe are the most important to weave into policy, procurement, service delivery, and community activities. This resource contains the context, reasons, and mechanisms of Grounded Change.
The IIDM Toolset was designed as a guide for organisations and individuals seeking to build the capacity of problem solvers to innovate and collaborate more effectively. The Toolset addresses two key components: (1) cultivating an innovator’s mindset, and (2) improving the processes that support decision making along the journey from idea to impact. The publisher asserts that both of these ingredients are vital for decision making to yield improved innovation. The Toolset offers users practical approaches that map to each of the 6 stages of decision making, including adopting the right mindset, generating insights, reframing challenges, developing and testing new ideas, and determining a course of action. The resource was created with a global development organisation structure in mind but is broadly applicable to other organisations interested in building innovation capacity.
This toolkit allows organisations to change their mindset and move from a project-oriented approach towards a platform-way-of-working that is designed to tackle complex problems. The toolkit was developed and tested by the Danish Design Centre in collaboration with United Nations Development Programme (UNDP) and 40+ country offices. The toolkit consists of several mapping exercises. After using the integrated Mission Statement Generator to create an ambitious yet realistic mission statement, organisations explore their ecosystem by identifying actor clusters. The organizations then explore and understand the interactions between the different clusters by organising them into a value system map. Finally, by mapping out the organisation, organisations define relevant channels and touchpoints within their ecosystem. In addition to the toolkit itself, video tutorials for leaders and country case studies are also included.
Futures Frequency is a workshop method for groups of 8–20 people. This website provides tools for facilitating the workshop either online or in person. There are videos that introduce each theme and the facilitator’s handbook includes detailed steps for facilitating the group assignments.
Futures Frequency was developed by Sitra based on input from a development team in various fields. It's purpose is to increase participants’ ability to envisage different futures and take action towards the realisation of a preferred future. The workshop method is intended for use by anyone.
Futures Frequency can be adapted to the needs of various kinds of groups. The publisher suggests possible incorporation of megatrends to bring more depth, weak signals to add context, or other methods from their accompanying Futuremaker’s toolbox.
The resource includes a facilitators handbook with detailed instructions for each stage of the workshop and scripts for the facilitator’s spoken parts. The resource also includes materials to run the workshop, including a slide deck and online whiteboard tool template. The toolkit is available in English and Finnish.
The DIN model is a methodology for developing solutions using a design-driven approach with the goals of achieving better and more innovative processes and outcomes, increasing probability of implementation, and improving user satisfaction. The model helps explore all the potential pitfalls, possibilities and limitations, particularly in the "front end" or early stage of projects. The DIN model consists of a series of phases and four ‘gates’. Each phase contains a variety of activities and questions, which varies depending on the kind of problem or what ambitions you have for your solution. The DIN model does not give answers but ask the relevant questions. Upon completing a set of activities, toolkit users enter the gate to a new phase, working through processes of research and analysis, concept development, testing, implementation and the roll-out of ideas to others. This resource is intended for those with some experience with design-driven approaches; otherwise, it suggests involving a design firm. The model is based on insights from more than 80 innovation and user-driven projects in which Danish Design Centre and/or Mindlab were involved. The Appendix includes several tools based on the methodology.