Plone as a tool to promote citizen-driven public policies

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

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