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.
This resource describes a comprehensive method for the BC Public Service (BCPS) to design services for British Columbians, although it is also applicable to other governments.
The Playbook is intended to help ensure public service designers have the necessary tools and corporate support to make change.
It includes an overview of service design, a discussion of when and how to use it, as well as detailed guidance and tools for the various methods used in service design. The methods are organised according to the publisher's model: Alignment, Discovery, Opportunity, Prototype & Test, Roadmap, and Implement.
The resource also compares service design with other public service approaches, like behavioural insights, lean, etc.
The appendix includes research planning templates, template partnership agreements for service design projects, and sample matrices for evaluating opportunities.
Platform Design Toolkit is based on the tradition of service design thinking and the publishers intend it to overcome the limitations in traditional, linear, business modeling approaches. This methodology is based on a multi-sided, ecosystem based, platform model instead of a traditional product or service design. Those interested in building their "government as a platform" strategy or building a suite of digital or non-digital products or services would likely find value in this approach but should be adapted for a public sector context.
This Field Guide is a systems take on typical design thinking methodology. It demonstrates how to design something with a greater emphasis on creativity and humour. The Guide goes through a systemic design project from concept to implementation. It takes you through the workshop planning process, and discusses workshop roles and client relations. In the FAQs, you’ll find explanations to some commonly asked questions about systemic design concepts to help you introduce others to SD and bring them along with you. It contains descriptions of 17 different methods, including pros, cons,and considerations of each.
A collection of tools that describe how 18F digital service teams put human-centered design into practice. These cards are focused on design in the context of digital services, but can be adapted to non-technical design projects as well.
The resource is online and also available as printable cards.
The card set includes simplified information on various design methods according to an overall methodology: Discover, Decide, Make,Validate. There are also "Fundamentals" cards related to incentives, privacy, and recruiting, all of which are important for overall design projects.
Each card covers what, why, how, time required, and additional resources to learn more about the method. These are intended to be sequenced according to the needs of the project.
Some prior experience with the methods may be helpful for context.
This is a collection of methods and activities, based on Hyper Island’s core methodology, for creative collaboration and realising potential in teams or organisations. It’s a collection of methods and activities, based on Hyper Island’s core methodology and is focused on Learning-by-doing (or Experiential Learning), Reflection (or Reflective Practice), and workshop or group facilitation. It includes Hyper Island tools as well as tools from others.
The Design Kit resource is both a downloadable PDF as well as online guidance on the different phases of a human-centered design process, organised by Mindsets, Methods (Inspiration, Ideation, Implementation), and Tools. The PDF is only downloadable from the website after creating a user account at IDEO. Website includes instructional videos on the techniques of various user-centered design methods and techniques.
A hands-on resource that provides practical advice, guidance, and an 8-phase process from concept development to implementation for building an open government program, with each step referencing principles, lessons learned, case studies, and a checklist for determining whether you are at the right phase. This resource complements Open Government Partnership Action Plans and and was developed as part of a year-long project with the Mexican government.
The toolkit provides an approach and methods those looking for a new way to tackle social and policy issues by making services more valuable to customers and users, easier to use, with fewer resources wasted on implementing the right ideas in the wrong way (or on the wrong ideas entirely).
This approach involves spending time understanding people’s experiences and resources on their own terms, taking methodical steps to analyse and address these with their active participation, and pushing for more effective cross-team and cross-organisational working.
The included Social Design Methods Menu focuses on the difficult early phases when uncertainty is high. It provides background, modes, methods and "recipes" for different situations and contexts, but the publisher suggests that these be further adapted and configured based on your needs.
A basic understanding of service design is helpful for exploring this toolkit.
The GovLab's Public Problem Solving Canvas is an online interactive canvas based on twenty questions to create and develop your public interest project. These twenty questions are designed to help you refine your understanding of the problem and those whom it affects; express your Big Idea; and turn that idea into an actionable strategy in the real world to the end of improving people's lives.
The publisher defines Open Policy Making as developing and delivering policy in a fast-paced and increasingly networked and digital world through collaborative approaches, new analytical techniques, and testing and iteratively improving policy.
The manual includes information about Open Policy Making in the United Kingdom government as well as tools, step-by-step guidance and techniques policy makers can use to create more open and user led policy.
This online interactive playbook is intended for teams to work better together in order to get things done. It is organised into Health Monitor (checks and activities for building team health), individual plays (filterable standalone activities), and game plans (series of plays for common use cases). The playbook organises the materials by project, service, and leadership team type, provides detailed instructions on how to run the plays and offers downloads of materials. Since many plays are adapted versions of other tools, licensing varies. However, many are licensed for reuse and further adaptation.
This playbook has been created for innovation practitioners who want to spread innovation skills, methods and tools or build an innovation capacity. It covers the design of effective learning experiences, identification and articulation of learning needs, pitching a learning offer at the right level, and connection of a team or innovation strategy with learning and development.
It contains overview of 35 methods that Nesta regularly uses in its practice. Each method description includes a short description explaining its purpose and background and how it can be used to help others think about and discuss learning for innovation.
This resource distills the United Nations Development Programme's experience and lessons with running Social Innovation Camps into a "how-to" manual for others. The publisher intends it to broaden a project's results, attract donors, find new partners, source new perspectives on an issue, and/or place beneﬁciaries at the centre of project design. The resource was created within an international development and social innovation context but can be adapted for public sector use.
It is available to view online or download upon creating a Scribd account.
A collection of cards describing methods for planning and executing design research, ideation, experimentation and creation within short iterations (sprints). They split the methods into tasks that follow SCREAM; a methodology which is a modified version of SCRUM, tailored to fit within the publisher's design process.
The card fronts contain basic information, such as activity type, category, and duration. The backs contain basic overviews of the methods and how-to instructions. These are intended to plan iterations and divide up tasks between team members. The publisher recommends using the Design Method Toolkit in combination with the DMT Plan Board, your Scrum Board.
The cards can be viewed for free online or ordered via the website for 50 euros.
Prior experience with design sprints or agile methodologies is recommended.
The toolkit provides step-by-step guidance for development practitioners to leverage new sources of data. It is a result of a collaboration of UNDP and UN Global Pulse with support from UN Volunteers, led by UNDP innovation teams in Europe and Central Asia and Arab States.
The guide is structured into three sections - (I) Explore the Problem & System, (II) Assemble the Team and (III) Create the Workplan. Each of the sections comprises of a series of tools for completing the steps needed to initiate and design a data innovation project, to engage the right partners and to make sure that adequate privacy and protection mechanisms are applied.
[Now defunct. Link goes to internet archive from 2018, when MindLab closed]. One of the pioneers of public sector design, Mindlab, developed a set of tools to find and define problems as well as new approaches to solving them. This toolset contains some of the most commonly used in the design practice (user journey, pattern recognition, etc).
Australia's BizLab, within the Department of Industry, Innovation, and Science, was established in 2016 and launched BizLab Academy in 2018. The goal of the academy is to teach Human Centred Design (HCD) to department employees, but also the rest of the Australian Public Service. The academy aims to strengthen the public sector's capability for evidence-based policy and service design while at the same time instilling a citizen-centric culture and building an alumni of human centred design practitioners and advocates.
This curriculum has been modified and adjusted after trial sessions and is available for others to help guide, build, and design their own training modules. It includes a facilitation guide, presentation, and artefacts.
(Please Note: The file download is almost 200MB)
This resource is a series of tools to help clarify, plan, collect, and use data, information and evidence to evaluate an innovation as well as spread the learnings and results. It is intended to be used throughout a project to incorporate evaluative and intentional processes and feedback loops.
This resource includes a framework, basic guidance and canvas for use in mapping and assessing organisational readiness and capacity development, designing and developing assessment criteria for capacity-building, facilitating strategic dialogue, supporting and assessing the impact of innovation teams and labs, and enabling structured focus on what elements should be prioritised in capacity-building efforts as well as for case production and knowledge sharing.
Over a dozen years of use to date, the game represents an accessible approach to introducing "images of the future" as a basic property of both cultures and individuals, and can be used as an introduction for more advanced futures and foresight tools and frameworks. It provides a structure for facilitating conversation among groups of participants and intended for groups. Duration is flexible, but typically runs 30-60 minutes. The resource provides step-by-step guidance for how to run the game as well as the reasoning for how the game has evolved.
The Collective Action Toolkit (2nd edition) is a set of activities and methods that enables groups of people anywhere to organize, collaborate, and create solutions for problems affecting their community.
It guides users through methods according to six action areas, with suggested pathways from one method to the next. For each method, step-by-step instructions are given, in addition to the time, roles, and materials needed. Some methods include canvasses to guide activity.
The toolkit is available in English, Chinese, French, and Spanish.
The author provides step-by-step guidance on how to conduct a short term strategic planning workshop based on knowledge management and contextualisation frameworks used by the private company Cognitive Edge. The publisher's suggests that it can be used to conduct pre-hypothesis research project to understand a complex problem. The outputs are comprehensive sets of cultural indicators, knowledge objects (comprising both codified and experiential knowledge artefacts), and large volumes of tangible suggestions to address complex issues. Another key objective of these processes is to increase the levels of interaction and dialogue between key stakeholders whether internal to an organisation or external, thereby establishing new social networks, or increasing the cohesiveness of existing social networks. Previous experience with the Cognitive Edge frameworks and methods is helpful when approaching this resource.
This is canvas and background guidance around a set of principles for co-design, inspired by the principles developed by the NSW Council of Social Services. The principles are: Outcomes-focused, Inclusive, Participative, Respectful, Adaptive.
The canvas includes an example case study.
This resource aims to enrich the efforts of parliaments and their civil society counterparts to engage in collaborative processes, either as part of the Open Government Partnership National Action Plan or otherwise. The first section focuses on the development of open parliament commitments. The second section shares the experiences of a variety of parliaments and civil society organisations in collaborating in the creation of parliamentary openness commitments and in developing ongoing mechanisms for dialogue on openness. The final section shares some of the types of commitments that parliaments have made to become more open, accountable and engaging of citizens. It also lists additional resources that can be drawn upon to advance parliamentary openness.
The resource is available in English, Spanish, and French.
A canvas for individual sharing about work preferences, meant for building good teams and working relationships. The publisher intends for this to be used for making preferences explicit but not for making demands. PDF and Adobe Illustrator file available.
The Hackers’ Kit supports different types of discussions around project and program design. It's aim is to normalise innovation in a large organization by embedding new practices in key project management business processes. Worked on and tested with over 25 project teams in the United Nations Development Programme, the toolkit is intended for an international development context but could be applied to any large organisation with a desire to innovate.
It includes a wall map of the process, question cards to get people "unstuck," and a collection of 19 tools that supports innovation activities throughout the project cycle. With them, one can capture insights and analyse, support decision making, challenge thinking and assumptions, plan activities, prompt discussion, and stimulate reflection. These tools can be used in group sessions, or by individuals and includes a facilitators guide.
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.
The Experiment Co-Creation Platform (ECP) is a model for collaboration and experimenting dedicated in delivering sustainable solutions to wicked urban problems.
The ECP model was developed and prototyped by Demos Helsinki. In the model, cities, higher education institutions and non-academic collaborators such as companies and foundations together define a desirable shared vision to work towards to as well as identify the challenges preventing the vision from happening. Research-based teams develop their research and solutions to the identified challenges through experimenting in a real-life urban setting and support from experts of various fields. The goal is to increase teams’ technology readiness level (TRL) from TRL4 “technology validated in a lab” to TRL5 “technology validated in a relevant environment” and create a premise for feasible, scalable solutions that work in practice.
The resource provides
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
This resource includes a method and guidance for developing and getting comfortable with storytelling to engage your audience and collaborators in your project. It includes an 8 step process to developing and creating a "sticky" story to inspire and persuade others into action. It includes a downloadable guide with examples and tips and tricks as well as a checklist for evaluating your story.
In this booklet you will find tools to implement the CO-CRE-AR methodology in its three phases: Understanding, Creating and Arming.
CO-CRE-AR moves in spaces of divergence and convergence. The first part invites you to UNDERSTAND in detail the challenge you want to face; the second to CREATE with openness and generate ideas without many restrictions, to then land them and make them concrete in work plans, including the necessary communication elements to "sell" the solution in the organization.
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.
A tool to help cities and public administrations better orient and diagnose themselves regarding their innovation profile and maturity.
The tool includes a self-analysis quiz, a map to help navigate concepts and trends and compose your a custom menu. It also includes guidance for setting an innovation strategy.
Sonar comes in the form of a newspaper printed in A2 format that can be used in a group setting . This resource is available in French.
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.
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.
The term data collaborative refers to a new form of collaboration, beyond the public-private partnership model, in which participants from different sectors — including private companies, research institutions, and government agencies — can exchange data to help solve public problems.
This resource outlines 8 Phases for designing and implementing a data collaborative (partnership) at an institutional level. The online resource includes examples, enablers, tools, and resources for each phase.
Produced as part of the Making Sense project, which draws on nine citizen sensing campaigns in Holland, Kosovo and Spain in 2016 and 2017. Based on that experience, the publisher developed a framework and methods and tools for citizen participation in environmental monitoring and action. Their approach is bottom-up and participatory, which the publishers call "citizen sensing."
The publishers offer a software platform for collecting data, methodologies for making sense of data, and best practices and tools on community engagement and co-creation.
This online library contains over 400 facilitation resources, available with free login. Tools are organised by topic: Team, Energiser, Idea generation, Issue resolution, Explore and understand, Action. They include information such as time required, group size, difficulty, materials, step-by-step instructions, tips, and variations as well as user comments.
This private company also offers free and paid session planner software using the methods in the library.
Authors Julie Wagner and Dan Watch draw from nearly 50 in-depth interviews with global-reaching and local-serving architects and innovation space managers to analyze the continuum of modern innovation-oriented workspaces. They find the role of well-designed innovation spaces in improving firm competitiveness, company culture, and the formulation of new products and ideas, offers important lessons for companies, universities and other drivers of the innovation economy on how to re-imagine space given three major trends in modern innovation. The report includes guidance for creating physical spaces for innovation and collaboration. The guide was intended for those interested in economic development but can be adapted for public sector innovation.
The toolkit includes 5 methods for designing a more inclusive lab. The toolkit begins by guiding users through basic user observation, identification, and categorization processes (observation, interviews,
and personas). It then moves into problem definition and stakeholder prioritization, and finally defines a concrete suggestion for increased
diverse stakeholder governance. It includes templates and examples for each method.
This resource is developed by and for open government influencers - civil servants and civil society representatives seeking to collaboratively make governance processes transparent, participatory and accountable. It is intended for those who want to be an open government influencer.
The original guidance includes recommendations and experiences from experienced leaders in Europe and Central Asia. It follows the publishers' joint journeys in navigating challenges to creating an enabling environment for open government. It was developed based in insights and lessons from those journeys.
The guidance follows three steps: 1) Reflect on constraints, build core competencies, 2) Identify and prioritise shared challenges; and 3) Develop processes for programs and policies
It contains step-by-step guidance for facilitating conversations as well as avoiding common pitfalls.
Liberating Structures is a web resource that includes a collection of 33 results-oriented collaboration patterns have been developed and refined through field testing over a 10+ year period in a variety of sectors including healthcare and business.
They are intended to complement conventional practices for organisational design and strategy design. They are designed to be used in an inclusive collaborative setting.
Associated books (for sale) and video guidance is available to assist those getting started with this approach.
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 resource was designed to help organisations: develop a clearer understanding of the range of purposes of collaborations, reflect on the partnerships they have established, and focus on ways to strengthen new and existing partnerships by engaging in discussion about issues and ways forward. The resource contains guidance as well as an interactive partnership assessment tool.
Although it was created with the health sector in mind, it is relevant for other sectors as well.
For innovation projects, Part 2: Choosing Partners may be problematic to assess since partners, approaches, and core business may be unknown.
This kit discusses the fundamentals of innovation - immersion (understanding the context), problem definition, ideation, prototyping and testing
An collection of communication tools used in service design processes that deal with complex systems, organised by design activities, representations, recipients, and contents. The website is the result of the research activity done by Roberta Tassi during her graduation thesis investigating the relation between communication design and service design, starting from the observation of the existing practices in the field of service design.
Each tool contains a description, how-to instructions, and case studies of its use.
The SIC learning repository is an online, open resource available for innovators, researchers and policy makers to improve their skills in design for Social Innovation.
The tools section is organised by main activities/actions, including:
RECRUITING SOCIAL INNOVATORS
SUSTAINABLE GROWTH AND IMPACT
For each tool, time commitment and team requirements are listed and each can be downloaded as a PDF.
A tool that organizations can use to assess, map and transform their cultures. It is intended at a group activity to guide conversations around outcomes, behaviours, and enablers/blockers. The website also contains guidance for its use. It is intended for a private sector context but non-financial "outcomes" can also be considered when using it in the public sector.
The Shift Surrey guide provides an overview of Surrey's design approach to date, including a summary of projects and suggestions for building an internal community of practice inside government. At the end of the guide, there are several typical design tools, tips and tricks learned through Surrey's experience and suggestions for related design resources.
This resource covers five key roles in a public innovation ecosystem: Problem Solver, Enabler, Motivator, Convener, and Integrator. For public administrations wanting to make an impact on a societal challenge, it helps identify where to start, and how the administration fits in with other actors already focused on the same or similar challenges. By understanding which of these five roles to assume when launching an initiative, organisations may be able to more effectively deploy their resources, partner with other organizations, and reduce redundancies. The resource is based on an examination of innovation initiatives in the United States, but may be applied elsewhere.
This web-based resource contains ideas and practical help to use digital and social media in the public sector. It is organised by techniwues, strategies, examples, and (user generated) questions. This resource can assist governments with service delivery and stakeholder engagement. The publisher's main website also contains other resources for online communication.
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 collection of 55 different public/stakeholder engagement techniques, including an assessment of difficulty, engagement level, cost, when might be used, how many people might be needed to run, timeframes, innovation level and a step by step guide for using each.
The Toolkit helps government employees use crowdsourcing and citizen science in their work. It provides five basic process steps for planning, designing and carrying out a crowdsourcing or citizen science project. It also includes a case study library of this process in practice as well as citizen science-related resources (examples, background information, journal articles, tools).
These methods were developed for United States Government staff but could also be used by other governments and organisations interested in engage the public in their work and collect data that might otherwise be beyond their reach.
The US Government supports this work with an associated internal community of practice.
This guide is for people at 18F (a United States Federal Government technology transformation agency) who are wondering what to expect from a product manager on their team, as well as for product managers and those filling that role to understand what their team expects from them. This guide also serves as a resource for product management best practices at 18F. This guide could be used in other governments looking for product management guidance.
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.
An introduction to service design for public servants, and a set of practical ways to include design methods in your work. This resource was developed for the City of New York but is relevant to other cities, governments, and innovation labs as well.
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 is for officials and staff at governments and institutions that are interested in launching a participatory budgeting process. Its purpose is to build understanding of what it takes to start a participatory budgeting process and how to lay a foundation for success.
It answers the questions:
How does a typical PB process work?
What are the impacts of PB?
What budgets can be used for PB?
What staffing and other resources are needed to implement PB?
How do I get started?
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.
This toolkit is for people help each other map out the skills, knowledge, resources and capabilities they have in order to respond to, and effect, change in their community.
The Possible Futures Lab of the Information Security Group at Royal Holloway University of London originally developed the toolkit to assist grassroots co-creation in the community of Pallion, Sunderland. They have made their toolkits available to others to adapt.