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The actual problems to be solved Kate Tarling @kateldn Ayesha Moarif @ayeshamoarif #SDinGov

The actual problems to be solved

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Page 1: The actual problems to be solved

The actual problems to be solvedKate Tarling @kateldnAyesha Moarif @ayeshamoarif #SDinGov

Page 2: The actual problems to be solved

1. Getting to the right problem2. The right kinds of solutions3. Building in the right kind of way

#SDinGov@kateldn / @ayeshamoarif

Page 3: The actual problems to be solved

Getting to the right problem

#SDinGov@kateldn / @ayeshamoarif

Page 4: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

The better you define the problem, the better the solution

#SDinGov@kateldn / @ayeshamoarif

Page 5: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Some challenges● Tech fixes for ill-defined problems● Teams and budgets focussed on own

problems● Different solutions for same core issue● No overview of work delivered... or if it’s

making anything better

Page 6: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Problem or solution?

“Let’s scan documents to cut down on paperwork”“We’ll tackle the backlog with a streaming tool”“An online portal will modernise our process”

Page 7: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

What’s the real problem?

Do we “transform” our systems or update them?

What’s the wider service the systems support?What do we need to improve and how?

Page 8: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

1.Break down a brief

“We need a portal for applicants to submit

their bank statements

electronically”

Page 9: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

“We need a portal for applicants to submit

their bank statements

electronically”

Who is “we”?

Why now? Or else?

Why do users need to do this?

What does this allow us to do?

What are users really trying to do?

What does this data tell us?

Why this? How else?

Page 10: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

2. (Re)write the brief● What is it we couldn’t do before? Why do it?● Who is it for, i.e. users and internal people?● What outcomes are they looking for? ● What do we do now and why?● What critical things are we assuming?● Anything we need to be aware of?● How would we know we’re successful?

Page 11: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

3. Frame the problem● What are people actually doing or what’s

the end-to-end service as they would know it?

● What core need does the service meets?● Where does the work fit in that?● What does the work improve on a service

level?

Page 12: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Services exist because someone wants to do something

Page 13: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Real needs go beyond the serviceStart there

Page 14: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

“Study in the UK”not“Class 3 visa application”

Page 15: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

A serviceSub-

servicesActivities

Capabilities

Technology

Data

What someone needs to do, e.g. “study in the UK”Major steps e.g. applying or deciding

All the things people need to do

The ability to deliver those things

Systems and tools to enable delivery

The actual data e.g. name, address#SDinGov@kateldn / @ayeshamoarif

Page 16: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif*example service for demo purposes only

Page 17: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif*example service for demo purposes only

Page 18: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

4. Agree the problem boundaries● Get people to work together on this● See where we do and don’t agree● Build shared understanding of the

problem● Identify other parties involved but not

present● Decide what we are and are not going to

tackle

Page 19: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

5. Give “better” a shape

(Decide a solution) (Question everything)“Prevent x

Allow yFaster nLess z”

Describe outcomes

“Build a portal”

“Why study abroad?”

Page 20: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

“We need a portal for applicants to submit

their bank statements

electronically”

(Decide a solution) (Question everything)

#SDinGov

Page 21: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

We believe that how we get users to prove they meet our financial criteria

isn't working well because people don’t provide the right information, what they send isn’t clear and it takes a long time to determine

#SDinGov

Page 22: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

which results in a costly service to run, with lots of paperwork being checked manually, and lower confidence.

#SDinGov

Page 23: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

How can we make knowing whether people meet this criteria clearer, faster and easier?

#SDinGov

Page 24: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

5. Get ready for discovery“Speed up decision-making by checking

financial eligibility in a way that reduces the chances of sending

incorrect or out of date information”

Describe outcomes(Decide a solution) (Question everything)

Page 25: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

If it’s got a name, it’s not a discovery

Page 26: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

1. Break down solution to uncover the problem

2. Frame it in wider service / what people are doing

3. Agree broadly what problem is and isn’t

4. Discipline thinking to define “better” outcomes for now

5. Use it to start discovery and iterate

Page 27: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

ExerciseThink of a way to reframe the problem underlying this brief and re-write it:

“We want a digital hub where people can log in to manage their council tax and self-serve more”

#SDinGov@kateldn / @ayeshamoarif

Page 28: The actual problems to be solved

The right kind of solutions

#SDinGov@kateldn / @ayeshamoarif

Page 29: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

It’s easy to come up with ideas and solutions…

...that bear no resemblance to anything you’ve actually learned or are really trying to achieve.

The problem

Page 30: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

The best service is one where no one has to do anything

Page 31: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

What problems are we solving?

● Go back to first principles ● Ask the fundamental questions● Go back to the original brief and ask why

again● Write down what actually needs to

happen - not just what is happening now

Page 32: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Use the wrong words and you’ll focus on the wrong problems

Page 33: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

What actually needs to happen?

Unclear activities

Managing…Reviewing...Working a caseVerify applicationStreaming work

Find out how...Check eligibilityGet proof Report somethingStop somethingMake a decision

Page 34: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Check suitabilityCheck eligibilityCheck entitlementMake decisionNotify of a decisionIssue proof

Working a case

Unclear activity

What actually needs to happen?

Page 35: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Ways we could do these activities

What actually needs to happen

Check eligibilityCheck entitlementMake decision

Remove need for checksUse what we knowManual checksAutomate checksTriage checksIssue proof

Page 36: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Users don’t know what to expect

Trying to find out what is happening

Need passport back

Worry about posting passport

*example service for demo purposes only

Page 37: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Don’t block yourself in. There won’t be one neat, single solution.

Page 38: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

“An application tracker so people can see what’s happening with an application”

Idea

Page 39: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

For your idea to be the answer, what would have to be the problem?

Page 40: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Make provocative statements● People expect it won’t take very long. If we

explain clearly what’s involved up front, they’ll worry and chase less.

● The hardest thing isn’t applying, it’s having to be away from one’s passport. So let’s stop taking them away.

● People seem to call every 7 days or so. If we email weekly with an update they’ll feel more confident.

Page 41: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

By coming up with ideas you’re moving away from research insight to (informed) assumptions.And towards ways to test how right or wrong you are.

Page 42: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

1. Set realistic expectations up front

2. Reduce the time it takes to make decisions

3. Check eligibility without passport

5. Track your application

4. Notify users regularly

*example service for demo purposes only

Page 43: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

If you can’t easily relate your ideas back to how you framed the problem, either you were wrong about the problem or you are wrong about your solutions.

Page 44: The actual problems to be solved

1.What really needs to happen & what are the real user needs

2.‘How might we…’3.Don’t block yourself in4.Make provocative statements5.Turn statements into clear ideas6.Find out how wrong or right

#SDinGov2017@kateldn / @ayeshamoarif

Page 45: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Idea● 5 second summary ● Which user needs addressed● Why else do this and what we get● What we need as input to do this● What it involves ● Key risks & challenges ● How might we measure● Future opportunities to hold space for?

Page 46: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

5 second summary Notify users regularly about application progress

Which user needs addressed

Need my passport back, don’t know if the right thing is happening, feeling anxious

Why do this and what we get

It’s about how we communicate while we’re checking eligibility. If we get it right this idea may help increase confidence, reduce support centre costs and time

What we need Input from operational area, input from policy

What it involves Could be GOV.UK Notify and email or SMS updates

Key risks & challenges Getting updates may require change to legacy system. May be long periods of time where nothing is happening. This fixes a symptom not the root cause (time/passports)

How might we measure? Confidence from users the right things are happening, ratio of contact about this.

Page 47: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Level of complexity, cost, resources How expensive?

Potential impact on the core problems and what you’ve learned is it a good idea or not?

1. Set realistic expectations up front

2. Reduce the time it takes to make decisions

3. Check eligibility without passport

4. Notify users regularly

5. Track your application

Page 48: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

ExerciseThink of a possible solution and write a pitch for this problem:

How might we set realistic expectations up front about what happens in an application and how long it might take?

Page 49: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Write a pitch● 5-second summary ● Which user needs addressed● Why else do this and what we get● What we need as input to do this● What it involves ● Key risks & challenges ● How might we measure● Future opportunities to hold space for?

Page 50: The actual problems to be solved

Building (or changing) things in the right kind of way

#SDinGov2017@kateldn / @ayeshamoarif

Page 51: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

It’s easy to let the momentum of the build drive everything

Especially when we’re not sure we’re addressing the right problems - and even when we are

Page 52: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

● Are we building features or working towards outcomes?

● What’s the difference between user needs and user stories?

● Who should stories refer to?● When is a story ‘ready’?

Where things go wrong

Page 53: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

What is a user need?● Things people need to do - functional

needs● Emotional needs - perhaps people feel

stressed or anxious and they need reassurance

Page 54: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

1. If you show this need to a real end user would they recognise it as their own need?

2. Does it help you to organise or prioritise the work for your project?

3. Does the need describe the problem and not the solution?

4. Will the need stay the same regardless of changes to technology, policy or how an existing service works? Litmus test for user needs by @leisa

Page 55: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

When you move away from research insight and lived experience towards lists of user stories, you immediately increase the likelihood of building the wrong thing

Page 56: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

User storiesA set of assumptions about what will● meet user needs● get what it is that you want to achieve● support the outcome you’re after. Given:● what you have learned about the problems and

context● In order to learn how right or wrong you are

Page 57: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Who are stories for?“As a security specialist I need people to authenticate themselves securely so that sensitive data is better protected.”

This is dangerous.

Page 58: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Keep the connectionUser stories. Assumptions we’re making

Actual user needs

Acceptance criteria.

What we’re learning about this way of doing something

Why we set out to do any of this

How well this is going to perform, given what we’re trying to do

Outcomes we’re after. Policy intent.

Page 59: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Write stories as a team from now on

Page 60: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

https://cucumber.io/blog/2015/12/08/example-mapping-introduction

Page 61: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Track what you learn

from Josh Seiden at Interactions16 conference - @jseiden

Page 62: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Track what you learn

http://melissaperri.com/2015/07/22/the-product-kata/#.WLraDUWLSnc

Page 63: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

When is a story ready?● Get everyone to acknowledge this is all

assumptions● Keep tracking the important connections

throughout● Agree how you’ll handle the things you’re wrong

onLots of red questions suggest you’re not ready

Page 64: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

1.Getting to the right problem2.The right kind of solutions3.Building in the right kind of

way

Summary

Page 65: The actual problems to be solved

#SDinGov@kateldn / @ayeshamoarif

Thank you.https://designpatterns.hackpad.com/Common-tasks-I4NgXoebESlhttps://cucumber.io/blog/2015/12/08/example-mapping-introductionhttps://www.slideshare.net/7thpixel/introduction-to-assumptions-mapping-agile2016http://melissaperri.com/2015/07/22/the-product-kata/#.WLraDUWLSnc

Thanks to Alice for the slide templatehttp://alicebartlett.co.uk/blog/how-to-do-ok-at-slides