📖 A framework for (digital) strategy

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I’m doing a fair bit of strategy work with councils at the moment, and have hit upon a framework for putting them together which seems to help keep strategies strategic, and thus make them more useful.

I’m typing here about the work I’m doing on digital strategies specifically – although this stuff may well work for other kinds of strategies too. Also, this isn’t a ‘do you need a digital strategy?’ kind of post – it assumes you’ve decided you do need one. Finally, when I say digital, I mean it as a shorthand for technology, data, and online experience. OK, let’s get into it!

Strategy sometimes has a bad reputation – and that’s probably because a lot of strategies aren’t very good!

  • They don’t align with any other strategic vision
  • They are too detailed
  • They are written in weird corporate speak and fail to engage people
  • They try to do too many things
  • They date really badly
  • Nobody reads them, or refers to them

What does good strategy look like?

  • Good strategies provide a destination for organisations. They describe why things need to be different in the future.
  • With that vision, individual teams can use them to plan what they will do, when they will do it, and how they will deliver.
  • Strategies aid decision making, prioritisation, architectural decisions, team structures, culture, ways of working… pretty much everything! But, importantly, they don’t need to include the details of those things.

My approach to making this all a lot easier is to do the following:

  • Really focus on what exactly the strategy needs to do. Keep it short, high level, outcomes focused
  • Resist the temptation to put operational details or project plans into strategies – ie the stuff that’s likely to change
  • Have proper documents where that stuff can go, to ensure it still gets thought about and written down
Strategy framework showing the 4 levels: strategy (why), blueprints (what), playbooks (how), and roadmaps (when).

Explaining the framework

The way this works is that all the stuff that often (wrongly, in my view) ends up in strategies is actually published in 4 separate documents (or not documents – could be any format depending on the content).

It also ensures we can be flexible with the bits that need to be flexible. Plans change, technology changes, stuff happens. That shouldn’t affect your strategic vision, themes, and principles – but it will and should change your choices, pipeline of work, and approaches to doing work.

  • This strategy is high level and long term. It outlines the outcomes expected from the strategy and answers the question ‘why?’. The strategy is the formal document, which is formally adopted by the Council and will rarely if ever change.

    I’m thinking of this as a maybe 6 page document (maybe more to allow for the senior person’s introduction, etc etc). It is vital that it is properly socialised across the entire organisation and referred to all the time. Maybe find a way to pull bits out of it to go on posters and things, to keep them in folk’s minds.
  • Blueprints are created individually for different elements of the strategy, such as core ICT, applications, data or online experience. They provide a link between strategy and delivery. They answer the question ‘what?’. They are likely to change as decisions are made around the issues involved.

    Blueprints are likely to come in a variety of formats. Could be enterprise architecture type diagrams, could be statements of approach, could be policu documents, could be organisation charts. All depends what bits of the mechanisms of strategy delivery you’re articulating.
  • Playbooks define the ways of working and approaches to delivering the work. They answer the question ‘how?’. They ought to be truly living documents that evolve as the organisation gets better and more mature in their approach to doing digital related work.

    I think the best playbooks tend to be online and easy to refer to. So, could be on the intranet, or on a blogging platform, or using something like Gitbook⬈. It’s important that it’s easy to access and easy to update and add to.
  • Roadmaps are created individually for each theme. They describe the activities to deliver the strategy outcomes, in other words, the ‘when?’. It’ll be updated all the time, as prioprities switch around, things take longer to deliver than expected, or where emergencies arise.

    The nice way to do a roadmap would be with some nice software to make it pretty – there are loads out there. But it could be a Gantt chart type thing, or a simple portfolio list that shows when things are planned in to be done.

Hopefully that makes sense. The idea is simple – keep the strategy strategic, and make sure everyone understands it. All the detail still needs documenting, but in the appropriate place and in an appropriate format.

Let me know what you think!

📖 What could a “Local Government Centre for Digital Technology” actually do? 🤔

(Previously published on LinkedIn and in my newsletter.)

In the LGA’s recently published white paper on the future of local government, there’s a very interesting line about digital. Just the one line, admittedly, but I think it is fair to say that it is doing a lot of work.

We are calling for… [a] Local Government Centre for Digital Technology: using technological innovation to deliver reform and promote inclusive economic growth across councils.

There’s no more detail in the document, and little in the news article about it in UKAuthority either.

Now, I’ve been chatting with Owen Pritchard, who I would guess is the person behind this line, for a few years now, and I don’t doubt that he has his own, very long list of things he thinks the centre should do – so I’m pretty excited to find out in due course what that looks like.

In the meantime though, let me toss around a few ideas… what could this centre do?

1) Coordinate procurement

The first thing for me would be to start investigating how the buying power of the sector could be consolidated to produce economies of scale, and better contracts.

I’d start in the bottom right of a Wardley map, the commoditised digital gubbins that keeps councils running, and where it makes no sense to have that stuff duplicated 300 odd times across the country.

Laptops, phones, broadband connections, hosting services… all these things have councils up and down the country running procurement exercises, negotiating contracts, managing those contracts… all this could be done once nationally, or a few times regionally, with no negative impact on local service delivery.

Once that’s done, how about we move on to using that collective buying power to:

  • demand better products from suppliers, particularly in the line of business system market
  • consolidate social value across contracts, to create meaningful, large scale opportunities for suppliers to support local public services
  • Invest in the development of new products and services, either through existing or new companies, or even local authority trading organisations

This stuff is pretty boring in many ways, but I’m putting it first in this list because I think the actual opportunities are vast.

2) Fill the security gaps

With the cyber assessment framework and the LGA’s own cyber 360 reviews, there is plenty of advice out there in terms of best practice on security. However, many councils are lacking the capacity and the capability to implement this guidance. It’s nobody’s fault, just the result of many small organisations, who through years of austerity have been unable to invest in their technical infrastructure.

This could be sorted by having support available to councils to put in place the measures needed to ensure that data and information is kept as safe as possible from a technical standpoint. Flying squads of security experts who understand the local government environment, are knowledgeable about the frameworks and guidance, and can put in place the necessary steps to make all councils as secure as possible.

3) Education, education, education

One of the most important things that a centre like this could do would be to put a lot of effort into increasing the knowledge of digital across local government. Despite various efforts in recent years, the level of digital confidence within the general workforce in the sector is remarkably low.

We need people in leadership positions to understand what is possible and what they can do to unlock this potential. We need politicians who understand the strategic levers they need to pull to ensure the right long term decisions are being made in councils around technology strategy. We need the specialist teams within local government to be up to speed with the latest developments in cloud, development, security, and data, depending on their role. We need council teams to be way more confident in utilising user-centric service design approaches.

All of this could be advanced really quickly through a properly funded and planned out strategic learning programme across the sector.

The second strand is less about formal training and more about curating existing good practice case studies and examples, and creating ones that don’t exist but really should. Part of the problem of a fragmented sector of over 300 organisations is that it is really hard for anyone to know what is going on everywhere else.

The standard of documenting the good stuff is really poor. Case studies are dominated by vendors, announcing deals and anticipated outcomes, but with no follow up. We have councils going through the process of turning into unitaries, for example, but no documented playbook on how to successfully aggregate the IT in these situations. Why the hell not!? A local government dedicate centre could have a team of researchers and content designers producing useful, findable, actionable content that would help spread the word on how to get things done.

4) Data and standards

Everyone knows about the untapped potential of data within local government, but nobody so far has had the right mix of time, money, and intestinal fortitude to get it done properly.

It means taking on the line of business system providers to open up access to the data; to help navigate the arcane table structures of these creaking software behemoths; to have in place the data platforms to aggregate, transform, and usefully visualise data; to have data engineers and scientists able to formulate the right questions and figure out how to get the answers; and to have service managers who are open and willing to become data informed, and to change a lifetime’s habit of going by hunches and guesswork.

It’s a big ask, and it’s no wonder that progress has been slow. But so many of these problems are shared by every single council in the country. A centre such as the one being propose could come up with a whole host of replicable and scalable answers to these problems.

Alongside this kind of support, there’s also a need for standards around data and a centre could help coordinate and manage standards where they exist, and support the development of them where they are needed. Just as importantly, though, the centre could provide some teeth, ensuring that councils and their suppliers are meeting these standards to enable the safe use of data to improve outcomes for local areas. The use of coordinated, collective buying power would definitely help with this!

Another area of standards where a centre could help would be to produce re-usable data sharing agreements and policy documents, to help councils collaborate with other parts of the local public service system, without the need to reinvent the wheel at significant cost, over and over again.

5) Innovate at scale

Finally, I’d want to see some collective effort at innovating in a coordinated, replicable and scalable way. Pooled resources that can reduce the risk exposure for individual councils, bringing together the best brains and ideas with the people best at delivering results, to experiment, test, iterate and improve on radical ideas for local public services.

It’s far too big a risk for individual councils to take on, and no surprise that transformational change in local government is often so incremental. The exploration of new operating models in the internet era – companies like Uber, AirBnB, Netflix and so on – have been funded by billions in venture capital. But somehow we expect councils do be able to do it, alongside running the existing services, on a shoestring?

Imagine a centre, with enough resources to be able to pull together the best service design folk, the best data people, the best technologists, the subject matter experts for specific services, all able to identify the biggest challenges facing the sector and to innovate their way through to workable solutions that can be adopted across the sector. With this kind of scale and authority, such a centre could have the clout to agitate for legislative reform where it is needed, to call for the establishment of new institutions to deliver specific outcomes, or to work alongside existing council teams to help them adopt the new models.

There’s 5 ideas I had. Any thoughts?

📖 Where can councils start sharing effectively?

(Previously published on LinkedIn and in my newsletter.)

Following on from previous posts during the Great Local GDS Flurry from a few weeks ago (has everyone else moved on? Well I haven’t!), I thought I would follow up on one of my ideas for what I see as the central problems facing local authorities wanting to make the most of digital (by which I mean: technology, data, and online experience). Those problems are capacity and capability.

An answer to those problems is sharing of services. Now shared services often have a bad rep (in a lot of cases they are neither shared nor a service). But that doesn’t mean the model can’t work. It just means you have to do it right, and that doesn’t mean munging two or three teams together, sacking a couple of managers, then bagging the savings and carrying on exactly as before.

The right way is to methodically plan what functions are suitable for sharing, that will deliver benefits like efficiency and economies of scale, and not forcing into a shared arrangement something that just doesn’t belong there – or at least, not yet.

It strikes me that Wardley mapping could be very helpful here. I’ve been a massive fan of the approach for years, but have never actually used it in anger, largely because my brain is too small to cope with it. Here’s a video where Simon calmly explains it all.

The broad points are this:

  • There are no one size fits all approaches to any kind of business capability, but especially not technology ones
  • The more established and commoditised a capability, the better suited it is to things like shared services or outsourced arrangements
  • The more innovative a capability, the more suited it is to being kept close to the organisation
  • Likewise, the closer a capability is to affecting the experience of your end user, the closer you want to keep it to the organisation. If it is back-end gubbins, then that’s more suitable to being handled by someone else.
  • It is also possible for capabilities to move as they mature or become commoditised. So the way things are today don’t have to be the way they are tomorrow.

OK! So bearing that in mind, how could we think about applying this thinking to digital capabilities within a Council?

I’ve produced a dumbed down Wardley map to help guide this thinking. It isn’t comprehensive by any means, but hopefully has enough in it to get the point across!

I find having a grid approach helps organise my thoughts around this a bit. It means you lost a bit of the elasticity of the original Wardley approach, and if you find that annoying, no worries! You don’t have to do this the same way I do.

So the darker orange box in the bottom right is where sharing of digital capabilities ought to start on day one. These are utility-like components that have little impact on the end user and where real economies of scale can be achieved by organisations joining together.

After that, councils could start exploring the other boxes, depending on their context and ambition. There are some areas that should be left well alone, at least until they can be shifted rightwards in some way – either the market and the organisation’s experience matures, or the organisation is able to change the way it works to facilitate a rightward shift for that thing.

Now, we could all have an arm wrestle about which of these capabilities fits in what box, and I dare say that some local customisation will be required depending on context (some councils have insanely complicated bespoke arrangements around laptop builds, for example). But it feels like a handy tool to use when planning collaborative endeavour, whether formal shared services or not.

It would be great to know what you think!

Daily note for 15 January 2024

This from Dai Vaughan is really excellent on how technology failures keep damaging people’s lives, and how frustrating it is that the answers to this problem are well known, but unevenly implemented.

Mike Bracken’s take on Horizon.

Still noodling on what to do with the newsletter. Feels increasingly icky to keep using Substack but it is just so easy, and so free! Gah, ethics.

One by one, England’s councils are going bankrupt – and nobody in Westminster wants to talk about it.”

CIPFA claims blockchain is a ‘promising solution’ for the public sector. I disagree.

CIPFA have published a report entitled Exploring blockchain technologies for collaboration and partnerships [PDF warning].

The very first statement of the executive summary is problematic.

Blockchain technology has emerged as a promising solution for collaboration and partnerships, providing a secure and transparent way for multiple parties to interact and transact without intermediaries.

Has it? I’m not sure myself.

Anyway, they include a helpful decision tree to help you decide whether you should use the blockchain or not:

Which I am happy to simplify for everyone:

All snarking aside, I think this is a massive waste of time, money and attention for everyone concerned.

Across the public sector, technology and digital budgets are being salami sliced away, leaving organisations facing critical levels of risk and failing to grasp the opportunities that better investment in these areas would unlock.

What would be really helpful would be some practical advice around fixing that problem, not farting around with blockchain.