GovDelivery
    Discuss, Plan, Act, Evaluate
    Framework For Action: How to Take Information Received From Citizens
    and Solve Problems.

    February 13, 2012




1
Agenda

    •   Introductions / Housekeeping
    •   Purpose and Application
    •   Background
    •   Engagement Funnel
    •   Framework Overview
    •   Problem Identification

    • 10 Minute Break

    •   Workgroup Exercises
    •   Report Back
    •   Prioritizing What Action To take On
    •   Evaluation




2
Us
                          1:00 – 1:05 pm

    Lauren Modeen                          Joseph Porcelli
    Digital Strategist                     Director
    Engagement Services                    Engagement Services
    @Exilauren                             @JosephPorcelli




3
All of us
                       1:05 – 1:20 pm
    • First = Name          1. Introduce yourselves to four
                               people you don’t know as your
    • Middle = Value
                               new name
    • Last = Action
                            2. Ask them why they choose
                               their name




                      Joseph Courage
                      Communication

4
Objectives
                              1:20 – 1:25 pm
    Objectives:

    1.   Create a foundation of workability grounded in commonalities
    2.   Create a “safe environment” where asking questions is valued as much as
         knowing answers
    3.   Address root problems and measure against objective-focused metrics
    4.   Create a likely-to-succeed action plan that builds trust and support
    5.   Manage expectations: “People rather choose than loose”
    6.   Have citizens take action that is meaningful to them and valuable to you
         and produce a measurable result (in most cases)


                      “We are human beings having a human
                         experience through technology”




5
Background
                              1:25 – 1:35 pm
      Developed by teams of people in response to frustrating and unproductive
      dialogue where problems did not get resolved. Lots of anger, finger
      pointing, fear, AND no action.
      WHY?
      Poorly thought out meetings/experiences/online dialogues by organizations
      NOT taking the time to:

      − understand what is happening and what is important for whom? (i.e. what
        are the values driving their views?)
      − distinguishing problems from symptoms
      − designing feedback/shepherding processes

    • Where I’ve used this:
      − Our Border
      − SnowCrew
      − Everyday


6
Comprehensive Immigration Reform Group




7
I’m right – You are wrong




8
Yes we can….




9
Discuss – Booker




10
Plan - It snows in Boston too




11
Act - Snow Crew: 2.0




12
Evaluate - Snow Crew: 3.0




13
Engagement Process Methodology
             1:35 – 1:40 pm




14
Discuss
                                    1:40 – 1:45 pm
     • What are the problems and                • What strategies and tactics have
         symptoms we are facing?                    been effective at addressing these
     •   What are good aspects of the current       problems or opportunities?
         system(s) that should be preserved?    •   What authority is needed and from
     •   Who are the key stakeholders who           whom?
         must be engaged?                       •   What is our time-frame?
     •   What are the opportunities and         •   What are their short, medium, and
         impacts that could be made?                long term phase components?
     •   What are our values and what do we     •   What are our risks?
         want to achieve and for whom?          •   What's in our control vs outside of
     •   How do we deal with conflicting            our control?
         values?                                •   What are we assuming?
     •   What data is available to us that      •   What have we done similar in the
         shows what is currently going on?          past?
     •   Who or what organizations are          •   What can we build on?
         currently addressing these problems
         or opportunities?



15
Plan
                         1:45 – 1:50 pm
     • What are are we going to do?
     • What resources do we need to support our action?
     • What tools are we going to need?
     • Who is going to support/managing the action we are
       going to take?
     • When are we going to take this action?
     • How are we going to record action we took?
     • What Key Performance Indicators are we going to
       track?
     • How are we going to acknowledge and reward action
       and results?

16
Act
                   1:50– 1:55 pm
     • Do it
     • Record it
     • Report it
     • Thank




17
Evaluate
                         1:55 – 2:00 pm
     • What did we actually get done?
     • What did we get done vs. what we planned we do?
     • If applicable, did we involve those with authority to
       do the really important things?
     • How did the getting it done go?
     • What was the feedback?
     • What can we learn?
     • What do we recommend we do differently next
       time?

18
10 Minute Break
      2:00 – 2:10 pm




19
Problem Identification
                       2:10 – 2:30 pm
     1. Break into groups with people you don’t know
     2. Each person Identify top 3 challenges
     3. Discuss challenges with group mates
     4. Groups select 2 challenges to work on (write
        down on next page).

     • 1 person serves as note-taker
     • 1 person serves as reporter



20
Workgroup Exercises
                         2:30 – 3:00 pm
     • Group talks through questions for each problem:
      − Discuss
                   Problem 1:
      − Plan
      − Act
      − Evaluate
                   Problem 2:




21
Group Report Back
                        3:00– 3:30 pm
     Group Reflections - Each Group Report 10 min

     • What did you learn?
     • Was the outcome of this process different, if so
       how?
     • Will you adjust your approach, if so how?




22
Prioritizing what action to take
                                3:30 – 3:50 pm
     Order:   Objectives:                 Desired Impacts:
              (What want to accomplish)   (What success looks like)




23
Evaluation
                                                   3:50 – 4:00 pm
                                                                       Strongly
                                                                                  Agree   Disagree
                                 Questions                              Agree

     WORKSHOP DESIGN

     The workshop objectives were clear to me

     The workshop activities stimulated my learning
     The activities in this workshop gave me sufficient practice and
     feedback


     FACILITATORS

     The facilitators were well prepared

     The facilitators were helpful

     WORKSHOP RESULTS

     I accomplished the objectives of this workshop

     I will be able to use what I learned in this workshop




24
Here to help!



         Joseph Porcelli
         Director, Engagement Services

         Joseph.Porcelli@GovDelivery.com
         857-222-4420

         @JosephPorcelli




25

Citizen and Stakeholder Engagement Framework for Action

  • 1.
    GovDelivery Discuss, Plan, Act, Evaluate Framework For Action: How to Take Information Received From Citizens and Solve Problems. February 13, 2012 1
  • 2.
    Agenda • Introductions / Housekeeping • Purpose and Application • Background • Engagement Funnel • Framework Overview • Problem Identification • 10 Minute Break • Workgroup Exercises • Report Back • Prioritizing What Action To take On • Evaluation 2
  • 3.
    Us 1:00 – 1:05 pm Lauren Modeen Joseph Porcelli Digital Strategist Director Engagement Services Engagement Services @Exilauren @JosephPorcelli 3
  • 4.
    All of us 1:05 – 1:20 pm • First = Name 1. Introduce yourselves to four people you don’t know as your • Middle = Value new name • Last = Action 2. Ask them why they choose their name Joseph Courage Communication 4
  • 5.
    Objectives 1:20 – 1:25 pm Objectives: 1. Create a foundation of workability grounded in commonalities 2. Create a “safe environment” where asking questions is valued as much as knowing answers 3. Address root problems and measure against objective-focused metrics 4. Create a likely-to-succeed action plan that builds trust and support 5. Manage expectations: “People rather choose than loose” 6. Have citizens take action that is meaningful to them and valuable to you and produce a measurable result (in most cases) “We are human beings having a human experience through technology” 5
  • 6.
    Background 1:25 – 1:35 pm Developed by teams of people in response to frustrating and unproductive dialogue where problems did not get resolved. Lots of anger, finger pointing, fear, AND no action. WHY? Poorly thought out meetings/experiences/online dialogues by organizations NOT taking the time to: − understand what is happening and what is important for whom? (i.e. what are the values driving their views?) − distinguishing problems from symptoms − designing feedback/shepherding processes • Where I’ve used this: − Our Border − SnowCrew − Everyday 6
  • 7.
  • 8.
    I’m right –You are wrong 8
  • 9.
  • 10.
  • 11.
    Plan - Itsnows in Boston too 11
  • 12.
    Act - SnowCrew: 2.0 12
  • 13.
    Evaluate - SnowCrew: 3.0 13
  • 14.
  • 15.
    Discuss 1:40 – 1:45 pm • What are the problems and • What strategies and tactics have symptoms we are facing? been effective at addressing these • What are good aspects of the current problems or opportunities? system(s) that should be preserved? • What authority is needed and from • Who are the key stakeholders who whom? must be engaged? • What is our time-frame? • What are the opportunities and • What are their short, medium, and impacts that could be made? long term phase components? • What are our values and what do we • What are our risks? want to achieve and for whom? • What's in our control vs outside of • How do we deal with conflicting our control? values? • What are we assuming? • What data is available to us that • What have we done similar in the shows what is currently going on? past? • Who or what organizations are • What can we build on? currently addressing these problems or opportunities? 15
  • 16.
    Plan 1:45 – 1:50 pm • What are are we going to do? • What resources do we need to support our action? • What tools are we going to need? • Who is going to support/managing the action we are going to take? • When are we going to take this action? • How are we going to record action we took? • What Key Performance Indicators are we going to track? • How are we going to acknowledge and reward action and results? 16
  • 17.
    Act 1:50– 1:55 pm • Do it • Record it • Report it • Thank 17
  • 18.
    Evaluate 1:55 – 2:00 pm • What did we actually get done? • What did we get done vs. what we planned we do? • If applicable, did we involve those with authority to do the really important things? • How did the getting it done go? • What was the feedback? • What can we learn? • What do we recommend we do differently next time? 18
  • 19.
    10 Minute Break 2:00 – 2:10 pm 19
  • 20.
    Problem Identification 2:10 – 2:30 pm 1. Break into groups with people you don’t know 2. Each person Identify top 3 challenges 3. Discuss challenges with group mates 4. Groups select 2 challenges to work on (write down on next page). • 1 person serves as note-taker • 1 person serves as reporter 20
  • 21.
    Workgroup Exercises 2:30 – 3:00 pm • Group talks through questions for each problem: − Discuss Problem 1: − Plan − Act − Evaluate Problem 2: 21
  • 22.
    Group Report Back 3:00– 3:30 pm Group Reflections - Each Group Report 10 min • What did you learn? • Was the outcome of this process different, if so how? • Will you adjust your approach, if so how? 22
  • 23.
    Prioritizing what actionto take 3:30 – 3:50 pm Order: Objectives: Desired Impacts: (What want to accomplish) (What success looks like) 23
  • 24.
    Evaluation 3:50 – 4:00 pm Strongly Agree Disagree Questions Agree WORKSHOP DESIGN The workshop objectives were clear to me The workshop activities stimulated my learning The activities in this workshop gave me sufficient practice and feedback FACILITATORS The facilitators were well prepared The facilitators were helpful WORKSHOP RESULTS I accomplished the objectives of this workshop I will be able to use what I learned in this workshop 24
  • 25.
    Here to help! Joseph Porcelli Director, Engagement Services Joseph.Porcelli@GovDelivery.com 857-222-4420 @JosephPorcelli 25

Editor's Notes

  • #4 Housekeeping:CallsQuestionsBathrooms
  • #5 Like the framework for action, this creates a foundation for workability and action around common goals and relatedness. How was this different from other introduce yourself experiences