Plone as a tool to promote citizen-driven public policies

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Today more than ever politicians must deal with the people, and not shelter behind the walls of their palaces: better policies require dialogue and attention to the citizens.
For that reason, the Emilia Romagna Region (Northern Italy) designed and implemented a participatory ecosystem where “ioPartecipo+” (ioPartecipo means “I partecipate”) is the Plone-based tool enabling citizens, authorities, as well as other stakeholders, to contribute to the policies of the Region by discussing them in “virtual town squares”.
The Emilia-Romagna Regions aims to increase and improve the participatory processes in its territory. It does this by renewing and activating a channel for listening and dialogue with citizens through its new service portal for participation, ioPartecipo+.
This talk will show how Plone’s flexibility and reusability provided the ideal technological platform for an innovative approach to collaborative design, that allows a multidisciplinary project team (including process experts from Regional services, facilitators, participatory processes designers, UX designers, institutional content authors) to travel quickly all the phases of a co-design project.

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Plone as a tool to promote citizen-driven public policies

  1. 1. agile.open.connectedPlone as a tool to promote citizen-driven public policies Stefano Marchetti October 2nd - October 4th 2013 Brasília - Brazil http://www.flickr.com/photos/yesiamisme/3628570395/
  2. 2. Stefano Marchetti CEO - project manager RedTurtle - Ferrara - Italy stefano@redturtle.it @stemrc www.redturtle.it @redturtle facebook.com/redturtle Stefano Marchetti
  3. 3. Flickr URL Project (and talk) summary http://www.flickr.com/photos/modashell/3975342220/
  4. 4. Flickr URL e-what? http://www.flickr.com/photos/horiavarlan/4290549806/
  5. 5. Stefano Marchetti e-participation (wikipedia) http://www.flickr.com/photos/9473541@N02/2068301407
  6. 6. Stefano Marchetti Policy: definition A policy is a plan of coordinated actions that can • guide decisions • implement programs and plans in order to achieve the society’s and the country’s development objectives
  7. 7. Introduction http://www.flickr.com/photos/larahsphotography/2795859728
  8. 8. Stefano Marchetti Once upon a time ...
  9. 9. Stefano Marchetti Emilia Romagna region, Italy http://en.wikipedia.org/wiki/Emilia-Romagna
  10. 10. Stefano Marchetti Balsamic vinegar Prosciutto Mortadella Ferrari Pavarotti Ducati & Valentino Parmigiano reggiano
  11. 11. Stefano Marchetti Objectives http://www.flickr.com/photos/jof/263652571/sizes/l/
  12. 12. Stefano Marchetti Project goals http://www.flickr.com/photos/edonahue/5338785518
  13. 13. Stefano Marchetti Concept & first ideas • unique platform • virtual “town squares” • stimulating citizens and administrators • relevant topics • policies http://www.flickr.com/photos/qisur/4351196974
  14. 14. Stefano Marchetti Target/stakeholders • Citizens • Other stakeholders ‣ Pubblic Sector and Local government ‣ Knowledge operators ‣ Others: associations, ... http://www.flickr.com/photos/comedynose/7865159650
  15. 15. Stefano Marchetti Citizens/Squares/Policies Squares Citizens Policies/ Institutions
  16. 16. http://www.flickr.com/photos/emanuelec/5869072769/ Design
  17. 17. Stefano Marchetti The team Irene Sabrina Andrea Stefano Daniele Luca Mauro Walter Ilaria
  18. 18. Stefano Marchetti Brainstorming DesignAnalysis Launch DevelopmentPrototyping Project pathway
  19. 19. Stefano Marchetti Desk Analysis Coordination Project pathway Launch BrainstormingAnalysis DevelopmentDesign Prototyping
  20. 20. Stefano Marchetti Desk Analysis Co-Design Focus group Coordination Brainstorming DesignAnalysis Launch DevelopmentPrototyping Project pathway
  21. 21. Stefano Marchetti Project start Desk Analysis Co-Design Focus group Coordination Project pathway Launch BrainstormingAnalysis DevelopmentDesign Prototyping Summary & Design Internal meetings Prototyping Modifications Benchmark sharing Internal meetings
  22. 22. Stefano Marchetti Project start Desk Analysis Co-Design Focus group Benchmark sharing Coordination Brainstorming Design Internal meetings Analysis Summary & Design Prototyping Multi Stakeholder Modifications DevelopmentPrototyping #1 - Communicators #4 - RER personnel 2# - Administrators #3 - Citizens / Associations. Project pathway Launch Internal meetings
  23. 23. Stefano Marchetti Analysis and brainstorming http://www.flickr.com/photos/lludovic/4248491554
  24. 24. Stefano Marchetti Internal meetingsMeetings (#1, #2, #3) http://www.flickr.com/photos/sicco/4764823566/
  25. 25. Stefano Marchetti Internal meetingsBrainstorming and co-design  3 concept  5 format  protocols for focus-groups
  26. 26. Stefano Marchetti Benchmark http://www.flickr.com/photos/jb912/4389091554
  27. 27. Stefano Marchetti Co-Design Focus group Project start Benchmark sharing #1 - Communicators 2# - Administrators #3 - Citizens / Associations. Launch Brainstorming Multi Stakeholder Prototyping Modifications #4 - RER personnel Design Development Prototyping Analysis Internal meetings Summary & Design Internal meetings Modifications Desk Analysis Coordination Project pathway
  28. 28. Stefano Marchetti Benchmark Benchmark • 16 international cases • 7 Italian best practices • all the Regions
  29. 29. Stefano Marchetti Focus group and codesign http://www.flickr.com/photos/martinjordan/9108304513
  30. 30. Stefano Marchetti Co-Design Focus group Internal meetings Desk Analysis Coordination Project pathway Project start Benchmark sharing #1 - Communicators 2# - Administrators #3 - Citizens / Associations. Launch Brainstorming Multi Stakeholder Prototyping Modifications #4 - RER personnel Design Development Prototyping Analysis Internal meetings Summary & Design Internal meetings
  31. 31. Stefano Marchetti Methodology and Public Administration Focus group
  32. 32. Stefano Marchetti The focus groups Focus group
  33. 33. Stefano Marchetti 4 focus groups • Creatives, experts of digital and “classic” communication • Public Administrators (councilors and managers) • Citizens - no-profit associations • RER Communications department Focus group
  34. 34. Stefano Marchetti Focus Groups: partial summary http://www.flickr.com/photos/wcn247/5254886880/ Focus group
  35. 35. Stefano Marchetti IT Systems http://images4.wikia.nocookie.net/__cb20060315031839/lotr/images/5/57/Black_gate.png
  36. 36. Stefano Marchetti ICT Department, RER • IP+ should comply with RER’s IT policies ‣from the communication perspective ‣from the technological perspective
  37. 37. Stefano Marchetti Prototype
  38. 38. Stefano Marchetti Co-Design Focus group Modifications Desk Analysis Coordination Project pathway Project start Benchmark sharing #1 - Communicators 2# - Administrators #3 - Citizens / Associations. Launch Brainstorming Multi Stakeholder Prototyping #4 - RER personnel Design Development Prototyping Analysis Internal meetings Summary & Design Internal meetings
  39. 39. Stefano Marchetti DesignThe summary: get to the prototype
  40. 40. Stefano Marchetti DesignThe context of use of the tool
  41. 41. Stefano Marchetti Prototype Design Design
  42. 42. Stefano Marchetti Co-Design Focus group Desk Analysis Coordination Project pathway Project start Benchmark sharing #1 - Communicators 2# - Administrators #3 - Citizens / Associations. Launch Brainstorming Multi Stakeholder Prototyping Modifications #4 - RER personnel Design Development Prototyping Analysis Internal meetings Summary & Design Internal meetings
  43. 43. Stefano Marchetti UXPin: UX design tools built by UX designers
  44. 44. Stefano Marchetti The prototype
  45. 45. Stefano Marchetti The name: IoPartecipo+ (IP+) http://www.flickr.com/photos/nataliemaynor/2988366432/
  46. 46. Stefano Marchetti Co-Design Focus group Modifications Desk Analysis Coordination Project start Benchmark sharing #1 - Communicators 2# - Administrators #3 - Citizens / Associations. Launch Brainstorming Multi Stakeholder Prototyping #4 - RER personnel Design Development Prototyping Analysis Internal meetings Summary & Design Internal meetings
  47. 47. Stefano Marchetti User test
  48. 48. Stefano Marchetti Introduction video
  49. 49. Stefano Marchetti Prototype: feedback
  50. 50. Stefano Marchetti Multi Stakeholder User test phase summary • “Town Squares” Concept: go! • The platform is understandable • Authentication: Facebook, Gmail, Twitter • Interest for information related with the territory • Concise and systematic organization of information • Indications for redesign http://www.flickr.com/photos/safari_vacation/6260723020
  51. 51. http://www.flickr.com/photos/locosteve/4548547110/ The project
  52. 52. Stefano Marchetti Co-Design Focus group Desk Analysis Coordination Project pathway Project start Benchmark sharing #1 - Communicators 2# - Administrators #3 - Citizens / Associations. Launch Brainstorming Multi Stakeholder Prototyping Modifications #4 - RER personnel Design Development Prototyping Analysis Internal meetings Summary & Design Internal meetings
  53. 53. Stefano Marchetti How to find the right balance? http://www.flickr.com/photos/classblog/5136926303 www.flickr.com/photos/23746589@N00/4619634825/
  54. 54. Stefano Marchetti First proposal http://www.flickr.com/photos/classblog/5136926303 www.flickr.com/photos/23746589@N00/4619634825/
  55. 55. Stefano Marchetti DevelopmentInvision: prototyping & collaboration
  56. 56. Stefano Marchetti DevelopmentContextual comments
  57. 57. Stefano Marchetti Development Who are the users? • Anonymous • Authenticated citizens • Content editors • Managers
  58. 58. Stefano Marchetti The home page partecipazione.regione.emilia-romagna.it/iopartecipo
  59. 59. Stefano Marchetti DevelopmentIP+/Groupware: HP Subscription 3 steps for participation The first 3 squares in foreground
  60. 60. Stefano Marchetti DevelopmentIP+/Groupware: HP Other squares: including IP+ Social network
  61. 61. Stefano Marchetti DevelopmentIP+/Groupware: HP
  62. 62. Stefano Marchetti Square Duration Target Intro Policy Tools
  63. 63. Stefano Marchetti Square management
  64. 64. Stefano Marchetti Dashboard
  65. 65. Stefano Marchetti Dashboard management
  66. 66. Stefano Marchetti Tools of the square • blog • glossary • questionnaires • surveys • forums • documents • events • news • media galleries • legislation • newsletters
  67. 67. Stefano Marchetti DevelopmentIP+/Groupware tools: Blog
  68. 68. Stefano Marchetti DevelopmentIP+/Groupware { News tools: News
  69. 69. Stefano Marchetti DevelopmentIP+/Groupware tools: Multimedia
  70. 70. Stefano Marchetti DevelopmentPolicy Policy Intro Square
  71. 71. Development Stefano Marchetti Notifications
  72. 72. Stefano Marchetti Notifications for square participants Development
  73. 73. Stefano Marchetti Authentication
  74. 74. Stefano Marchetti Plone & login via Social Network ➡ PAS: Pluggable Authentication Service ➡ PAS plugin for several Social Network (cs.auth.twitter, cs.auth.facebook …) http://www.flickr.com/photos/wwarby/4782904694/
  75. 75. Stefano Marchetti Development Velruse: why? ➡ Privacy ➡ No lock-in ➡ Unknown authentication systems ➡ Open Source! http://www.flickr.com/photos/fredarmitage/109993995
  76. 76. Stefano Marchetti Velruse: what? ➡ Pyramid product ➡ As a service in the WSGI stack ➡ Normalize identity information to the standard Portable Contacts
  77. 77. Stefano Marchetti Development Velruse: how? ➡ Velruse is composed by plugins ➡ OAuth2 supported ➡ A plugin for each OAuth2 provider ➡ Custom plugins may be added ➡ Unified interface to OAuth2 via Portable Contacts standard http://www.flickr.com/photos/wwarby/4782904694/
  78. 78. Stefano Marchetti Velruse: how? Development
  79. 79. Stefano Marchetti Development Plone & Velruse • New PAS plugin: Plone with Velruse pas.plugins.velruse https://github.com/RedTurtle/pas.plugins.velruse • The PAS plugin needs an active Velruse service • The PAS plugin reads the data in Portable Contacts http://www.flickr.com/photos/headphonaught/106766092
  80. 80. Stefano Marchetti Development User information • Some info from social network • Other from/on Plone
  81. 81. Results http://www.flickr.com/photos/rosasay/4675053765/
  82. 82. Stefano Marchetti • RER Groupware (rer.groupware.star) • RER Groupware Addressbook • RER Groupware: Core • RER Groupware: Room • RER Groupware: notifications • RER Groupware: security • RER Groupware: workflows • RER: Groupware IoPartecipo+ • Blogstar Entry (collective.blogstarentry) • Blogstar last entries portlet (collective.portlet.blogstarentries) • collective.stringinterp.smartlink • collective.stringinterp.text • pas.plugins.velruse): • collective.portlet.discussion • ER Tema Partecipazione • ER: tema base • ATVocabularyManager • Collective Blog View • Generic content portlet • Plone Survey • Plone True Gallery • PlonePopoll • Ploneboard • RER: ER Navigation portlet • RER: ER Portletpage • RedTurtle Video • Simple Groups Management • collective.portlet.embed • fourdigits.portlet.twitter • redturtle.portlet.collection From RedTurtle From Pypi
  83. 83. Stefano Marchetti Policies and Squares activated • 5 squares • 4 policies • 250+ registered users
  84. 84. Stefano Marchetti The award http://www.thetimes.co.uk/tto/multimedia/archive/00030/Brazilfans2_30480b.jpg
  85. 85. Lessons learned http://www.flickr.com/photos/heycoach/1197947341
  86. 86. Next steps http://www.flickr.com/photos/freefoto/2195201178/
  87. 87. Stefano Marchetti Next steps
  88. 88. Stefano Marchetti And they lived happily ever after ... http://www.flickr.com/photos/lorenjavier/3497929578
  89. 89. Stefano Marchetti Grazie. Thank you. http://www.flickr.com/photos/66176388@N00/6582182087/
  90. 90. Stefano Marchetti Questions ? Stefano Marchetti RedTurtle’s co-founder e PM stefano@redturtle.it @stemrc www.redturtle.it @redturtle facebook.com/redturtle
  91. 91. Stefano Marchetti Sources ➡ aceto: http://www.flickr.com/photos/96dpi/763223058 ➡ pavarotti: http://www.flickr.com/photos/dreambirdz/1342772914/ ➡ ferrari: http://www.flickr.com/photos/gfreeman23/7178406269 ➡ parmigiano: http://www.flickr.com/photos/71256895@N00/9177494290/ ➡ prosciutto: http://www.flickr.com/photos/nhanusek/3979866516/ ➡ ducati & valentino: http://www.flickr.com/photos/jaredearle/5877487030

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