LocalGovDrupal with Kate Hurr and Will Callaghan

LocalGovDrupal is an open source implementation of the classic Drupal content management system hat has been developed by councils for councils, with the help of some funding from MHCLG.

It is, by my reckoning, the best example I have seen of open source use in local government, largely because councils are contributing to the project as well as consuming it.

16 councils are now involved and conservative estimates calculate that millions of pounds have been saved compared to using commercial off the shelf alternatives.

What is great is that councils are using those savings to invest in other things to make their websites better, like content design and user research.

Will Callaghan has been the main driver of the project and he gives us some of the background, while Kate Hurr talks about the progress Cumbria Council are making in implementing LocalGovDrupal. We also talk a little bit about pies! 🥧

I honestly can’t praise this project enough, I think it’s brilliant, and a wonderful example of the benefits of open, collaborative working, and sharing and re-use of technology across the sector.

To find out how to get involved, drop the team a line using hello@localgovdrupal.org.

If you’d prefer to listen to just the audio, give this a go.

Quick and easy service discovery (with template)

Quick and easy service discovery
Photo by UX Indonesia on Unsplash

This is a nice and easy framework to use when you find yourself needing to do a quick service discovery to find out some basic details about a service and how it can be transformed.

The point at which you might want to use this is right at the start of your digital work, when you either:

  • need to identify a service to work with
  • or have decided which service to work with already, but need to gather some up front information on what you’re dealing with

Whichever way you use it, you’ll find it a really helpful way to have a meaningful conversation with the service owner, that will help you get on the same page really quickly.

Here’s the template:

A preview of the service discovery template

How to use the template

Some quick notes on how to use this – although remember, you are free to do what you like with it!

  • Replace <Name of service> with… oh, you know surely
  • You can delete the link to this post to protect your reputation if you like
  • Add a quick summary of what the purpose of service is – both in terms of the user need and what the organisation needs to achieve
  • Consider the components of the service (whether tech or process based). Leave ticks for those that are needed and crosses for those which aren’t
  • How is the service currently delivered? Again, leave ticks and crosses in the right places
  • Think about the users of the service. Are they
    • Everyday residents?
    • People running their own businesses?
    • Professionals working alongside the organisation, perhaps solicitors, architects, or folk from other public services?
    • Politicians, whether at a local or national level
    • As well as doing the tick and cross thing, add the number of people who use the service every month, to get an idea of the size of this thing
  • Finally do some quick analysis on three criteria:
    • What would the level of benefit be to the end user if we transformed this service? Green for lots, red for little, amber for somewhere in the middle
    • What would the level of benefit be to the organisation (savings, happier staff etc) if we transformed this service? Green for lots, red for little, amber for somewhere in the middle
    • How hard would it be to transform this service? Green for easy, red for nightmare, amber for somewhere in the middle

If you are running this exercise before choosing which service to transform, this analysis will help you decide whether a particular service is a good candidate. If you’ve already fixed on a service to transform, the outcome of this might a) change your mind; or b) decide how to approach it.

Hopefully this comes in handy! Let me know if so 🙂

Understanding data maturity with Ben Proctor

I had enormous fun last week chatting with Ben Proctor from Data Orchard about the concept of data maturity in organisations.

Data Orchard have identified 5 stages of data maturity, each of which describe the extent to which an organisation uses data to improve the way it works. The stages are: unaware, emerging, learning, developing and mastering.

In this half hour or so, we discuss important topics such as:

  • why using data is a cultural, not a technology issue
  • what some of the technology barriers can be
  • what steps needs to be taken for an organisation wanting to be data mature
  • the state of open data in the UK
  • why bats are interesting in a data sense, much more so than newts

Ben mentions are few projects and things during the conversations, here they are for your convenience:

If audio is your preferred medium, then you can find this on Soundcloud too.

FREE online workshop: Matching user needs with tech capabilities

Photo by Nick Morrison on Unsplash

A while ago I shared a post with a template showing how you can take a capability-based approach to picking technology by focusing on user needs.

There has been a fair bit of interest in it since it was published, so I thought it might be useful to run a short online workshop running through how it works with a smallish group of people. As I have at this stage no real idea what I am doing, it will be free for public sector people.

The workshop will run on Zoom on Wednesday, September 15 at 11am. I anticipate it will last around 45 minutes, but keep an hour free just in case.

At the end of the workshop, you will be able to:

  • Understand the benefits of approaching technology decision making through capabilities
  • Understand the core ideas around user needs and how they should impact technology choices
  • Confidently run your own workshops following the process in your own work
  • Come up with loads of ways to improve the whole thing!

The running order is as follows:

  • Quick intro to the session and what we will cover
  • Everyone says hi (and I’ll probably ask a silly question about your favourite something or other)
  • I’ll run through the idea behind the process and template and what it is meant to achieve
  • We will work through the example of the intranet as used in the blog post
  • We will then work through an example or two that people on the session suggest – hopefully real scenarios they are currently dealing with

Sounds amazing, doesn’t it? So what are you waiting for?

Don’t worry if you can’t make it, I will be sharing a recording here on SensibleTech!

The roles you really must have on your digital team

Photo by Leon on Unsplash

The ideal

The GDS service manual is very clear on the roles required to run a proper multidisciplinary team to deliver digital services. It states that you must have a

  • product manager
  • service owner
  • delivery manager
  • user researcher
  • content designer
  • designer
  • developer

And this is, of course, quite right. Doing good digital work means taking it seriously, and that means resourcing it properly.

Indeed, 7 people doesn’t sound like that many, right? Well, in some organisations where the entire digital and IT team is only 10 people, which includes application support and the helpdesk, it’s huge. And most importantly, it’s never going to happen.

The compromise

In this situation you have to be prepared to compromise. I think you can get this down to three people in terms of a full time digital team, with the need to borrow a bit of time from others to get really specialised stuff done.

What this means though is coming up with some new roles that combine some of those in the GDS list.

First you need someone who understand both digital and services and can work between the two. In a traditional project this would probably be your business analyst, but that won’t quite cut it here. This person needs to be able to do a bit of BA, but also be handy at running user research sessions, writing user stories, and managing the backlog. Some kind of service design thinking would be helpful too, ensuring a focus on building an end-to-end service that delivers on that user need.

In my chat with Ben Unsworth, he mentioned a role in his team called ‘Business Designer’. Now, to be clear, this is NOT the role I describe above, but it is a great title for it!

Second you need someone who can build your digital service for you. This depends on your tech stack of course in terms of the specific skills, but a developer will be the person to do this. Now, in this smaller team, they are likely to need to be skilled in various disciplines, as they are likely responsible for not just the new digital service, but also building the integrations, the workflows, the web forms and so on.

Third, you need an organiser. They will need to be more hands-on than a pure Delivery Manager would be, but would combine elements of that role with more traditional project management activities, including liaising with suppliers and other third parties. The organiser would also pick up some other bits, such as managing the performance of the project, perhaps using OKRs, managing the transition from project to live service and BAU support, and also considering how the success of the service will be judged in the future.

Other specialist roles you either need access to, or some time from up front from, include:

  • Someone to influence others – in smaller organisations, it might well be a good idea to have a sponsoring Director that you can use to get others to toe the line, and to ensure others at the top are making the right decisions, and supporting the work
  • Someone to get the interaction design right – this is such an important element of successful digital services but often gets overlooked. At the very least, hire someone to produce a design system that can be easily followed by your developer
  • Someone to (re)write the web copy – having good content design is absolutely vital to building a successful digital service. Hopefully you will have someone in the web team or the comms department who can help out with this when needed
  • Someone to check what you’ve done – with a small, tight squad, it’s often easy to take pride in your work to the extent that you might miss whether you’ve done the right thing or not. So it’s a good idea to have someone neutral who can do a bit of quality assurance on it. A good way to do this might be to run a service assessment on completed projects before they go live.

Is it ideal to build end-to-end digital services using just a team of 3 people? No! But the reality of the situation in many smaller organisations is that having dedicated product managers and service designers is just never going to happen.

Having a small, motivated and enthusiastic squad of three adaptable multi-skilled people working together on multiple projects, and this building their trust in one another, can really get a lot done. Just as long as they are allowed to focus and don’t get dragged into other stuff all the time!

The thing you mustn’t miss

What I have neglected to mention until now is the vital importance of having committed involvement of the service you are transforming involved in your project. You need both a leader from that department around, to make decisions and to ensure there is strategic buy-in for the changes being made.

Then you’ll also need some front line folk and managers on board so they can give their perspective and also ensure they feel like they are part of the change, and can champion it to their colleagues.

The elephant in the room – capability

The question all this leads us to ask, is where can these three people with this amazing set of skills be found? Are there service designers who can also product manage, user research and process map just sitting around in large numbers, waiting to be called upon?

No, of course not. However, I can pretty much guarantee that somewhere in your organisation, there is a great organiser, an enthusiastic techie and, yes, an eager person who has a really good empathetic understanding of the needs of the users of your services.

I am not intending to diminish the professional importance or ability of the roles described in the GDS service manual. Where possible you should always try and find the budget to employ properly trained and experienced people in what are genuinely specialised roles.

But when you just can’t afford to do that, stick to the maxim that you hire for attitude and train for skills. Find the people who want to do this: those with ideas and the fire in their bellies needed to make change happen – and make sure you support them to give them the skills and experience to help them do a great job – whether through training, coaching and mentoring, or pointing them to websites with loads of sensible technology and digital advice.