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Define Discover Analyse Design Decide Deliver
Agree brief for service
design
Think of service design
and business design as
part of the same
process
Rethink service as a
system of relationships
Share brief with
stakeholders who are
responsible for the
strategic direction,
governance and
delivery of the service
(i.e. members,
managers, staff)
(including vested
interests)
Share brief when
appropriate with
partners & other
stakeholders
Identify skills &
attitudes needed to
deliver the brief to
redesign a service
Identify learning
requirements
Ensure that service
design includes design
of the business model
Current customer
journey to use the
service
Identify through
interviews / surveys
how customers find out
about the service, how
they access it, how
they use it, how they
use it over time, how
they feedback on it and
how they leave the
service
Map out the current &
desired customer
journey by the different
personas
Prototype elements of
the desired customer
journey
Test how (well) the
prototyped elements
work together as a
service
Test how (well)
prototypes work within
the existing processes,
roles & environment of
the service
Prototype what
products /
environments are
needed to describe the
improved service
Prototype what
processes will support
the delivery of the
service
Prototype what
skills/roles &
behaviours are
required to deliver the
service
Identify impacts of
prototypes of desired
customer journey with
stakeholders
Refine prototypes
and/or desired
customer journey and
test again
Prepare the early
adopters to test, iterate
and validate the
approach
Communicate to get
users excited about
switching to the
improved service
Develop a program for
people taking part in
the different stages
Train users to educate
them about the
improved service
Manage the
deployment of the
improved service
Manage the associated
business changes
Review progress
against project goals
for the improved
service
Identify stakeholders to
be involved in the
service design
Identify with staff
working on the service
the best way to
approach their
customers (and how to
involve staff to observe
how customers
experience the service)
Identify who are the
groups/people that
customers trust to
speak to
Speak to those trusted
groups to see the best
way to involve them in
the process
Identify how / what
customers of the
service have previously
been asked for their
feedback
Agree with
stakeholders the best
way to report progress
and for them to be able
to influence process
Current customer
journey to meet the
Map out the current &
desired customer
Prototype elements of
the desired customer
need
Identify through
interviews / surveys /
online research what
channels (i.e. word of
mouth, online forum,
etc), customers use to
meet the need
(including the service),
what they use each for
and how useful they
find each
Asking them why they
find different channels
useful/frustrating helps
identify what’s
important to them in
getting things done (for
some, how quick it is to
apply for a job, for
others how relevant the
advice is on what job to
apply for). From here,
you can synthesise the
insights into design
principles
journey by the different
personas
journey
Identify previous
customer feedback on
needs, motivations &
behaviours regarding
the need the service is
responsible for
Identify how customers’
needs, motivations &
behaviours have
evolved over time
Map out a participation
ladder of how different
user groups could
move from receiving
support to become
more independent in
meeting the needs
themselves
Helps narrow the gap
between their
aspirations and
Prototype how
elements of the desired
customer journey of
each persona would
adapt to each potential
future scenario (see
Forum for the Future)
Test how redesigned
service could adapt to
increased or different
use of service as a
result of changes
readiness to change
behaviour
Develop potential
future scenarios based
on extrapolating
customer data and
insights
Describe the factors to
the customers that will
impact on the service
and need
Describe the factors to
the customers &
stakeholders that will
impact on the service
(i.e. cost pressures,
legislation, etc)
Desired customer
journey to meet the
need
Identify through
interviews / surveys
how customers would
like to find out how they
can meet the need the
service is responsible
for, how they could
access the information
/ support, how they
would want to use it,
what would motivate
them to continue using
the support, what
would motivate them to
meet the needs in a
different way / help
others meet the need,
how they would want to
help improve it
Develop personas
based on the different
types of insights
To understand the
potential of this process
to provide applied
research to inform
development of
projects and services,
categorise the ideas
put forward to your
competition by different
types of approaches
based on how they can
improve the capability
of partners to deliver
their priorities or inform
the development of
services.
This will help you work
out where to direct the
ideas in your services
Prototype desired
customer journey
Prototype elements of
the desired customer
journey
Prototype ways to
communicate how
people can meet the
need through the
different channels
identified (i.e. face to
face through parenting
group, online through
community forum, and
self-service through
council website)
Identify and evaluate
impacts of changes &
level of readiness with
users
Engage relevant
representatives to
advise on how to
manage impacts and
make relevant changes
(policy/process
changes/etc)
Project Team start
using the new system
themselves, performing
the tasks users would
carry out. This will give
them the opportunity to
familiarise themselves
with the system, using
it for their own project.
Project Team selects a
representative of users
from the Portal/MMP, in
particular Portal &
Store Administrators,
as well as users1.
Iterate and refine
processes during this
stage.
Provide evaluation to
Board to enable it to
decide whether / how
1 This needs to include a spectrum of people from those who responded that previous legacy systems were easy to use and met their needs to those who responded that it was difficult
and didn’t.
and in what areas your
customers and partners
would be enthusiastic
in providing feedback
on or even shaping
projects that you want
to involve them in.
to proceed to
transitioning next
tranche of users.
Identify what
information / data is
available about the
service
Identify what resources
are required to run the
service and how (well)
the resources are being
used
As part of this,
calculate the cost of the
service per user
Identify how the service
can support the
channels that its
customers find most
useful & trustworthy to
use to meet the need
(i.e. GP surgery,
parenting group, etc)
Prototype infrastructure
that helps people make
use of un/underused
resources that
customers, staff &
other stakeholders
have (i.e. physical
space for customers to
test out prototypes)
Identify what
stakeholders are
helping meet the need
the service is
responsible for
Identify what
relationships the
service has with these
stakeholders to identify
the best way to
approach them
Describe the factors to
the stakeholders that
will impact on the
service (i.e. cost
pressures, legislation,
etc) to set the
framework
Map out the
stakeholders who are
helping meet the need
(not just through the
council service)
Identify what resources
are being used by
stakeholders (from
users, charities, etc) to
meet the need and how
(well) these are being
used
Physical facilities like
council offices, youth
clubs, surgeries, malls
& co-working
People:
Explore opportunities
with other stakeholders
helping meet the need
to get involved in the
service design process
Prototype elements of
the desired customer
journeys with other
stakeholders and using
resources they would
be happy to pool (i.e.
prototyping co-located
service, self-service
access through online
community forum
Get staff to act as
critical friends so that
can feel a sense of co-
ownership and
transition into a new
role of helping rather
than delivering
Explore what role the
council service should
play given the research
– as co-deliverer,
commissioner, partner
or supplier.
Explore how the
council service could
use its reach to act as
a platform for people to
access different ways
to meet the needs it is
responsible for
Explore how council
resources (i.e.
buildings, research)
could be opened up to
help other stakeholders
commissioners,
customers, providers,
partners, volunteers,
community groups,
users, residents,
entrepreneurs
Financial: capital and
revenue costs of
council service (and
other services meeting
the need), funding
allocated to groups to
meet the need
meet the need the
council service is
responsible for
Explore how council
service could support
ecosystem of
stakeholders helping to
meet need service is
responsible for
Identify value
proposition of service
that other organisations
working to meet the
need could invest
resources in
Identify needs,
motivations and assets
of stakeholders helping
meet the need beyond
the customers (i.e.
staff, partners,
charities, businesses)
Analyse business
models with them that
could help meet the
need (whether through
the council service, in
partnership, etc)
Tell the story of the
desired customer
journey through the
perspective of
customers, employees,
partners, etc
Prototype the different
business models
Set a challenge for
stakeholders to
develop prototypes that
would best meet the
customers’ needs (i.e.
Made in Lambeth /
Surrey Challenge)
Identify how service
could help incubate
groups who wanted to
develop solutions to
meet the need/s the
service is responsible
for (like an accelerator)
Create a
communications &
engagement strategy
based on different user
groups
Show to users how the
average user in other
organisations using the
new system through
stories/video (provided
by the supplier)
Show to Board
evidence of how
organisations using the
new system have
improved collaborative
working
Develop a program for
people taking part in
the different stages
Bring in people from
other fields who can
bring their methods to
Show people how they
can think in new ways
to design solutions (i.e.
Show people what
ideas are coming
through to build
Help people visualise
how they would like to
meet the need the
help people with
different styles come
up with insights & ideas
Create data collection
methods in ways which
you can identify
patterns from the
research
what if people could
self-assemble their
service, like they do at
IKEA)
momentum on the
change
service is responsible
for (i.e. Visual Camp)
Break up the
issue/challenge in ways
which are practical and
can help produce
valuable insights
Change management
Recruit peer
researchers
Provide participants
with overview of
project, explaining the
purpose & benefits of
the move to the new
system
Advise them how they
will shape its move and
what is expected
Provide them with a
timeline and description
of activities they will be
taking part in and the
outcomes
Provide them with
relevant online &
training resources from
the so they can get to
grips with the service
design process
Give them direction on
how they can feedback
their experiences both
of the system, the
impacts on how they
work collaboratively
and of the training to
shape the trial
Evaluate & refine
training based on their
feedback
Identify a business
sponsor within service
Build change
management team to
advise project team
Invite representatives
from stakeholders to
join Change Board
Identify resources to
support change
management activities
Get sponsor to sign off
project, change
management and
communications plan

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Service Redesign

  • 1. Define Discover Analyse Design Decide Deliver Agree brief for service design Think of service design and business design as part of the same process Rethink service as a system of relationships Share brief with stakeholders who are responsible for the strategic direction, governance and delivery of the service (i.e. members, managers, staff) (including vested interests) Share brief when appropriate with partners & other stakeholders Identify skills & attitudes needed to deliver the brief to redesign a service Identify learning requirements Ensure that service design includes design of the business model Current customer journey to use the service Identify through interviews / surveys how customers find out about the service, how they access it, how they use it, how they use it over time, how they feedback on it and how they leave the service Map out the current & desired customer journey by the different personas Prototype elements of the desired customer journey Test how (well) the prototyped elements work together as a service Test how (well) prototypes work within the existing processes, roles & environment of the service Prototype what products / environments are needed to describe the improved service Prototype what processes will support the delivery of the service Prototype what skills/roles & behaviours are required to deliver the service Identify impacts of prototypes of desired customer journey with stakeholders Refine prototypes and/or desired customer journey and test again Prepare the early adopters to test, iterate and validate the approach Communicate to get users excited about switching to the improved service Develop a program for people taking part in the different stages Train users to educate them about the improved service Manage the deployment of the improved service Manage the associated business changes Review progress against project goals
  • 2. for the improved service Identify stakeholders to be involved in the service design Identify with staff working on the service the best way to approach their customers (and how to involve staff to observe how customers experience the service) Identify who are the groups/people that customers trust to speak to Speak to those trusted groups to see the best way to involve them in the process Identify how / what customers of the service have previously been asked for their feedback Agree with stakeholders the best way to report progress and for them to be able to influence process Current customer journey to meet the Map out the current & desired customer Prototype elements of the desired customer
  • 3. need Identify through interviews / surveys / online research what channels (i.e. word of mouth, online forum, etc), customers use to meet the need (including the service), what they use each for and how useful they find each Asking them why they find different channels useful/frustrating helps identify what’s important to them in getting things done (for some, how quick it is to apply for a job, for others how relevant the advice is on what job to apply for). From here, you can synthesise the insights into design principles journey by the different personas journey Identify previous customer feedback on needs, motivations & behaviours regarding the need the service is responsible for Identify how customers’ needs, motivations & behaviours have evolved over time Map out a participation ladder of how different user groups could move from receiving support to become more independent in meeting the needs themselves Helps narrow the gap between their aspirations and Prototype how elements of the desired customer journey of each persona would adapt to each potential future scenario (see Forum for the Future) Test how redesigned service could adapt to increased or different use of service as a result of changes
  • 4. readiness to change behaviour Develop potential future scenarios based on extrapolating customer data and insights Describe the factors to the customers that will impact on the service and need Describe the factors to the customers & stakeholders that will impact on the service (i.e. cost pressures, legislation, etc) Desired customer journey to meet the need Identify through interviews / surveys how customers would like to find out how they can meet the need the service is responsible for, how they could access the information / support, how they would want to use it, what would motivate them to continue using the support, what would motivate them to meet the needs in a different way / help others meet the need, how they would want to help improve it Develop personas based on the different types of insights To understand the potential of this process to provide applied research to inform development of projects and services, categorise the ideas put forward to your competition by different types of approaches based on how they can improve the capability of partners to deliver their priorities or inform the development of services. This will help you work out where to direct the ideas in your services Prototype desired customer journey Prototype elements of the desired customer journey Prototype ways to communicate how people can meet the need through the different channels identified (i.e. face to face through parenting group, online through community forum, and self-service through council website) Identify and evaluate impacts of changes & level of readiness with users Engage relevant representatives to advise on how to manage impacts and make relevant changes (policy/process changes/etc) Project Team start using the new system themselves, performing the tasks users would carry out. This will give them the opportunity to familiarise themselves with the system, using it for their own project. Project Team selects a representative of users from the Portal/MMP, in particular Portal & Store Administrators, as well as users1. Iterate and refine processes during this stage. Provide evaluation to Board to enable it to decide whether / how 1 This needs to include a spectrum of people from those who responded that previous legacy systems were easy to use and met their needs to those who responded that it was difficult and didn’t.
  • 5. and in what areas your customers and partners would be enthusiastic in providing feedback on or even shaping projects that you want to involve them in. to proceed to transitioning next tranche of users. Identify what information / data is available about the service Identify what resources are required to run the service and how (well) the resources are being used As part of this, calculate the cost of the service per user Identify how the service can support the channels that its customers find most useful & trustworthy to use to meet the need (i.e. GP surgery, parenting group, etc) Prototype infrastructure that helps people make use of un/underused resources that customers, staff & other stakeholders have (i.e. physical space for customers to test out prototypes) Identify what stakeholders are helping meet the need the service is responsible for Identify what relationships the service has with these stakeholders to identify the best way to approach them Describe the factors to the stakeholders that will impact on the service (i.e. cost pressures, legislation, etc) to set the framework Map out the stakeholders who are helping meet the need (not just through the council service) Identify what resources are being used by stakeholders (from users, charities, etc) to meet the need and how (well) these are being used Physical facilities like council offices, youth clubs, surgeries, malls & co-working People: Explore opportunities with other stakeholders helping meet the need to get involved in the service design process Prototype elements of the desired customer journeys with other stakeholders and using resources they would be happy to pool (i.e. prototyping co-located service, self-service access through online community forum Get staff to act as critical friends so that can feel a sense of co- ownership and transition into a new role of helping rather than delivering Explore what role the council service should play given the research – as co-deliverer, commissioner, partner or supplier. Explore how the council service could use its reach to act as a platform for people to access different ways to meet the needs it is responsible for Explore how council resources (i.e. buildings, research) could be opened up to help other stakeholders
  • 6. commissioners, customers, providers, partners, volunteers, community groups, users, residents, entrepreneurs Financial: capital and revenue costs of council service (and other services meeting the need), funding allocated to groups to meet the need meet the need the council service is responsible for Explore how council service could support ecosystem of stakeholders helping to meet need service is responsible for Identify value proposition of service that other organisations working to meet the need could invest resources in Identify needs, motivations and assets of stakeholders helping meet the need beyond the customers (i.e. staff, partners, charities, businesses) Analyse business models with them that could help meet the need (whether through the council service, in partnership, etc) Tell the story of the desired customer journey through the perspective of customers, employees, partners, etc Prototype the different business models Set a challenge for stakeholders to develop prototypes that would best meet the customers’ needs (i.e. Made in Lambeth / Surrey Challenge) Identify how service could help incubate groups who wanted to develop solutions to meet the need/s the service is responsible for (like an accelerator) Create a communications & engagement strategy based on different user groups Show to users how the average user in other organisations using the new system through stories/video (provided by the supplier) Show to Board evidence of how organisations using the new system have improved collaborative working Develop a program for people taking part in the different stages Bring in people from other fields who can bring their methods to Show people how they can think in new ways to design solutions (i.e. Show people what ideas are coming through to build Help people visualise how they would like to meet the need the
  • 7. help people with different styles come up with insights & ideas Create data collection methods in ways which you can identify patterns from the research what if people could self-assemble their service, like they do at IKEA) momentum on the change service is responsible for (i.e. Visual Camp) Break up the issue/challenge in ways which are practical and can help produce valuable insights Change management Recruit peer researchers Provide participants with overview of project, explaining the purpose & benefits of the move to the new system Advise them how they will shape its move and what is expected Provide them with a timeline and description of activities they will be taking part in and the outcomes Provide them with relevant online & training resources from the so they can get to grips with the service design process Give them direction on how they can feedback their experiences both of the system, the impacts on how they work collaboratively and of the training to shape the trial Evaluate & refine training based on their feedback Identify a business sponsor within service Build change management team to advise project team Invite representatives from stakeholders to join Change Board
  • 8. Identify resources to support change management activities Get sponsor to sign off project, change management and communications plan