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. …

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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  • 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. Stefano Marchetti CEO - project manager RedTurtle - Ferrara - Italy stefano@redturtle.it @stemrc www.redturtle.it @redturtle facebook.com/redturtle Stefano Marchetti
  • 3. Flickr URL Project (and talk) summary http://www.flickr.com/photos/modashell/3975342220/
  • 4. Flickr URL e-what? http://www.flickr.com/photos/horiavarlan/4290549806/
  • 5. Stefano Marchetti e-participation (wikipedia) http://www.flickr.com/photos/9473541@N02/2068301407
  • 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. Introduction http://www.flickr.com/photos/larahsphotography/2795859728
  • 8. Stefano Marchetti Once upon a time ...
  • 9. Stefano Marchetti Emilia Romagna region, Italy http://en.wikipedia.org/wiki/Emilia-Romagna
  • 10. Stefano Marchetti Balsamic vinegar Prosciutto Mortadella Ferrari Pavarotti Ducati & Valentino Parmigiano reggiano
  • 11. Stefano Marchetti Objectives http://www.flickr.com/photos/jof/263652571/sizes/l/
  • 12. Stefano Marchetti Project goals http://www.flickr.com/photos/edonahue/5338785518
  • 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. Stefano Marchetti Target/stakeholders • Citizens • Other stakeholders ‣ Pubblic Sector and Local government ‣ Knowledge operators ‣ Others: associations, ... http://www.flickr.com/photos/comedynose/7865159650
  • 15. Stefano Marchetti Citizens/Squares/Policies Squares Citizens Policies/ Institutions
  • 16. http://www.flickr.com/photos/emanuelec/5869072769/ Design
  • 17. Stefano Marchetti The team Irene Sabrina Andrea Stefano Daniele Luca Mauro Walter Ilaria
  • 18. Stefano Marchetti Brainstorming DesignAnalysis Launch DevelopmentPrototyping Project pathway
  • 19. Stefano Marchetti Desk Analysis Coordination Project pathway Launch BrainstormingAnalysis DevelopmentDesign Prototyping
  • 20. Stefano Marchetti Desk Analysis Co-Design Focus group Coordination Brainstorming DesignAnalysis Launch DevelopmentPrototyping Project pathway
  • 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. 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. Stefano Marchetti Analysis and brainstorming http://www.flickr.com/photos/lludovic/4248491554
  • 24. Stefano Marchetti Internal meetingsMeetings (#1, #2, #3) http://www.flickr.com/photos/sicco/4764823566/
  • 25. Stefano Marchetti Internal meetingsBrainstorming and co-design  3 concept  5 format  protocols for focus-groups
  • 26. Stefano Marchetti Benchmark http://www.flickr.com/photos/jb912/4389091554
  • 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. Stefano Marchetti Benchmark Benchmark • 16 international cases • 7 Italian best practices • all the Regions
  • 29. Stefano Marchetti Focus group and codesign http://www.flickr.com/photos/martinjordan/9108304513
  • 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. Stefano Marchetti Methodology and Public Administration Focus group
  • 32. Stefano Marchetti The focus groups Focus group
  • 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. Stefano Marchetti Focus Groups: partial summary http://www.flickr.com/photos/wcn247/5254886880/ Focus group
  • 35. Stefano Marchetti IT Systems http://images4.wikia.nocookie.net/__cb20060315031839/lotr/images/5/57/Black_gate.png
  • 36. Stefano Marchetti ICT Department, RER • IP+ should comply with RER’s IT policies ‣from the communication perspective ‣from the technological perspective
  • 37. Stefano Marchetti Prototype
  • 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. Stefano Marchetti DesignThe summary: get to the prototype
  • 40. Stefano Marchetti DesignThe context of use of the tool
  • 41. Stefano Marchetti Prototype Design Design
  • 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. Stefano Marchetti UXPin: UX design tools built by UX designers
  • 44. Stefano Marchetti The prototype
  • 45. Stefano Marchetti The name: IoPartecipo+ (IP+) http://www.flickr.com/photos/nataliemaynor/2988366432/
  • 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. Stefano Marchetti User test
  • 48. Stefano Marchetti Introduction video
  • 49. Stefano Marchetti Prototype: feedback
  • 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. http://www.flickr.com/photos/locosteve/4548547110/ The project
  • 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. Stefano Marchetti How to find the right balance? http://www.flickr.com/photos/classblog/5136926303 www.flickr.com/photos/23746589@N00/4619634825/
  • 54. Stefano Marchetti First proposal http://www.flickr.com/photos/classblog/5136926303 www.flickr.com/photos/23746589@N00/4619634825/
  • 55. Stefano Marchetti DevelopmentInvision: prototyping & collaboration
  • 56. Stefano Marchetti DevelopmentContextual comments
  • 57. Stefano Marchetti Development Who are the users? • Anonymous • Authenticated citizens • Content editors • Managers
  • 58. Stefano Marchetti The home page partecipazione.regione.emilia-romagna.it/iopartecipo
  • 59. Stefano Marchetti DevelopmentIP+/Groupware: HP Subscription 3 steps for participation The first 3 squares in foreground
  • 60. Stefano Marchetti DevelopmentIP+/Groupware: HP Other squares: including IP+ Social network
  • 61. Stefano Marchetti DevelopmentIP+/Groupware: HP
  • 62. Stefano Marchetti Square Duration Target Intro Policy Tools
  • 63. Stefano Marchetti Square management
  • 64. Stefano Marchetti Dashboard
  • 65. Stefano Marchetti Dashboard management
  • 66. Stefano Marchetti Tools of the square • blog • glossary • questionnaires • surveys • forums • documents • events • news • media galleries • legislation • newsletters
  • 67. Stefano Marchetti DevelopmentIP+/Groupware tools: Blog
  • 68. Stefano Marchetti DevelopmentIP+/Groupware { News tools: News
  • 69. Stefano Marchetti DevelopmentIP+/Groupware tools: Multimedia
  • 70. Stefano Marchetti DevelopmentPolicy Policy Intro Square
  • 71. Development Stefano Marchetti Notifications
  • 72. Stefano Marchetti Notifications for square participants Development
  • 73. Stefano Marchetti Authentication
  • 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. Stefano Marchetti Development Velruse: why? ➡ Privacy ➡ No lock-in ➡ Unknown authentication systems ➡ Open Source! http://www.flickr.com/photos/fredarmitage/109993995
  • 76. Stefano Marchetti Velruse: what? ➡ Pyramid product ➡ As a service in the WSGI stack ➡ Normalize identity information to the standard Portable Contacts
  • 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. Stefano Marchetti Velruse: how? Development
  • 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. Stefano Marchetti Development User information • Some info from social network • Other from/on Plone
  • 81. Results http://www.flickr.com/photos/rosasay/4675053765/
  • 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. Stefano Marchetti Policies and Squares activated • 5 squares • 4 policies • 250+ registered users
  • 84. Stefano Marchetti The award http://www.thetimes.co.uk/tto/multimedia/archive/00030/Brazilfans2_30480b.jpg
  • 85. Lessons learned http://www.flickr.com/photos/heycoach/1197947341
  • 86. Next steps http://www.flickr.com/photos/freefoto/2195201178/
  • 87. Stefano Marchetti Next steps
  • 88. Stefano Marchetti And they lived happily ever after ... http://www.flickr.com/photos/lorenjavier/3497929578
  • 89. Stefano Marchetti Grazie. Thank you. http://www.flickr.com/photos/66176388@N00/6582182087/
  • 90. Stefano Marchetti Questions ? Stefano Marchetti RedTurtle’s co-founder e PM stefano@redturtle.it @stemrc www.redturtle.it @redturtle facebook.com/redturtle
  • 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