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How do I use design methods in social purpose work?

Design thinking (& doing) for�social innovation

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1 What’s the course?

Live session 1

WelcomeWhat you getThe modulesGetting started

Design thinking (& doing) for�social innovation

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Design thinking (& doing) �for social innovation

Design thinking (& doing) for social innovation is a short course based on what we’ve learnt at TACSI about using design mindsets, methods and practices to create social purpose innovations - in systems, policy and services.

Over 5 modules (in 3 live sessions) you’ll explore the fundamentals of design thinking (and doing) with TACSI’s Chief Innovation Officer Chris Vanstone - drawing on his 25 years of design experience , key theory and TACSI case studies.

Listen to the first module podcast to hear what’s featured

At the end of the course you’ll be able to answer these questions:

  • When is design a good approach, and when not?
  • How can I Identify opportunities for innovation?
  • How can I have better ideas?
  • How can I turn ideas into solutions that work?
  • What’s good design practice, and what’s not?
  • How can I use design thinking & doing in my work?
  • How can I continue my learning journey in design thinking and social innovation?

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The podcast - Hosted by Chris featuring thinkers, writers and practitioners from TACSI talking about their work. Each episode introduces a module.

3 x 1.5hr live zoom sessions with up to 15 of your fellow learners. Live sessions recap on the main learning points, provide a space for personal reflection and feature interactive learning experiences to deepen your understanding.

The course deck - Somewhere between a course book and a slide deck the course deck summarises the main learning points, frameworks, and visual references, complementing the podcast and live sessions.

Resource list - Recommended tools and frameworks.

What you’ll get

Read and watch list - A list of books, articles and videos to extend you design learning, with recommendations for each 3 modules.

TACSI Academy account - All conveniently served up on the TACSI Academy platform.

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The modules

Covered in live session 3

3: What if?

Having good ideas, developing good concepts, making good choices.

We’ll share tools for:

  • Boosting creativity
  • Shaping concepts
  • Prioritising strong concepts

4 What works?

Prototyping and beyond; developing improving, evaluating & scaling concepts

We’ll share tools for:

  • Prototyping

Covered in live session 1

1: What’s the course?

An introduction to the course and what’s required.

2: What project?

Assumptions, the innovation journey, power, participation, trust and when (not) to use design.

We’ll share tools for:

  • Creating a project brief

Covered in live session 2

2: What is?

Discovery work, design research methods, recruitment, consent, making sense of it all , shaping good opportunities and sharing them.

We’ll share tools for:

  • Planning discovery work
  • Doing design research
  • Making sense of ‘what is’
  • Developing good opportunities

Note: We had to limit what we put in this very short course; we won’t cover participatory design methods or participant recruitment in the depth they deserve. We won’t cover project planning, team building, project management or how to create strong condition for innovation. They are explored in other TACSI training.

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Get started

Design thinking for social innovation will run on the 26th of April and the 3rd and 6th of May.

You will receive your invite to the TACSI Academy by email

The time commitment is an hour of preparatory podcast listening prior to the 3x1.5 hour live zoom session

We wish to acknowledge the knowledge that has been shared by First Nations practitioners, writers and thinkers that is woven throughout this course.

This course will be hosted from unceded lands of the Kaurna People, and we pay respects to Kaurna elders past, present and future.

Design thinking (& doing) for�social innovation

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Activity: What do you want to get out of this course?

Design thinking (& doing) for�social innovation

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What’s the course?

What do you want to get

Alex

Lee

Luke

Max (Belinda)

�What was most missing in co-design

HCD engaging with end users

Involving users in the design stage

Prototyping (vs. High fidelity RCT) — adapting iteratively more than we normally do in Gov

When to used HCD?�Theoretical background to support / understand actions in the field

Creative interest (music, writing) — combine this with design

Co-design vs Design Thinking

When NOT appropriate to use Design Thinking

When to use ‘design’ and where to balance power in solutions.

Maintaining trust and relationships that took a long time to build

Have used ‘Co-design elements’ but not really HCD.

Seen HCD but not really been involved

Behavioural Insights

(Co-design working with stakeholders and reps — but not real users)

What makes HCD unique? Co-des vs. HCD.

How do we do this well?? Success factors.

Research methodologies�

Evaluation in infrastructure and international context

Experience of int’l development context / playpumps-type examples

Vietnam / nutrition. Participatory action research.

Facilitating community voice and existing community solutions

Kakadu 25 year project

Lots of program design

Starting with principles of co-design — but challenge of relationships when ‘design done badly’

When to use: Commitment to using the feedback from end users. Openness to follow thru.

Participative Democracy

Never had the license to genuinely build what people have design.

Regional driving policy and practice. Behavioural economics (speeding and safe driving practice)

Retention project

Application to safe driving project

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What’s the course?

What do you want to get

Tessa

Ash

Martin

Chris

�How and when to use design in project management cycle — especially in Gov.

How to convince decision-maker sof value of design

When to apply Behavioural insights?

More questions and questioning

Nudge / Behavioural insights

Policy design

Disruptive design (learning from extremes)

Observations and reflections from our work in the project so far

Background in experience design — for people who choose to live in regional areas, community owned/led elements

Gives

What good design thinking is — and what it’s not!

Various design philosophies / processes / schools

Evaluation as a tool. Eg Theory of Change

Distinction between participatory methods

Health Directory Project

Examples of community led

Projects in focus

Projects in focus

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Design thinking (& doing) for�social innovation

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Assumptions

Design thinking (& doing) for�social innovation

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What project?

Types of assumptions

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What project?

Testing assumptions

(Re)frame

assumptions

Test

assumptions

In the office

Out of the office

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What project?

Mitigating risk

Easier, cheaper and less embarrassing to make changes

Harder, more expensive and more embarrassing to make changes

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What project?

Creating knowledge

Unknowns

Knowns

Time >>>

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Strengths-based

(Starting with what works)

Rights-based

(Giving voice to people)

Build what actually works

(Wanted and needed by consumers)

Faster horse counter?

Too sensitive? �Can we follow through?

Bringing in examples from around the world

Space and time

(To come up with ideas)

Why HCD?

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4 diamond �design process

Design thinking (& doing) for�social innovation

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What project?

4 diamond design process

What project?

What is?

What if?

What works?

Divergent

Thinking

Convergent

Thinking

Plan & team

Opportunities

Concepts

Solutions

Assumptions

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What project?

Real design processes

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What project?

Family by Family

Designing a breakthrough service concept

TACSI. Video

What project?

What is?

What if?

What works?

1 Year

Consultative process to decide focus of project

6 months of consultative design research to understand what families see as helpful help.

3 months of developing concepts with families

20 week live prototype running a co-produced service for with 20 families

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What project?

Virtual village

Designing a new service based on adapting existing one

TACSI / South Australian Government / Uniting Communities Website

What project?/is?/if?

What works?

12 weeks

Highly accelerated due to strong understanding of existing situation, and a set of assumptions about solution based on an existing Family by Family service

12 week of prototyping co-produced service, concurrent with live service delivery. The current most critical assumptions prioritised for testing over six, two-week sprints

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What project?

South Sudanese Minds

Designing a culturally specific response to young person mental health �in South Sudanese Australian communities in Melbourne.

TACSI / Victorian Government / coHealth / South Sudanese Australian young people Website

What �project?

What is?

What if?

What works?

2 Years

Careful project set up to ensure balance of power between community and institutions

Development of 1o potential responses, participatory governance group allocate money three ventures

12 months of live prototyping

Research led by young South Sudanese Australians

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What project?

Mental health recommissioning

Developing a ‘principles of care’ and service guidance for commissioning through a participatory process with lived-experience majority design team.

TACSI / Brisbane South PHN Video

What �project?

What is?

What if?

What works?

6 months

Careful project set up to ensure balance of power between community and institutions

Development of philosophy of care and indicative service model to guide commissioning

No What works? phase.

This was left to providers commissioned to develop and deliver services.

Lived-experience design team members conduct research with their peers

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What project?

Indigenous employment outcomes

Develop strategies to improve employment outcomes for Indigenous jobseekers�TACSI / Australian Government Video

What �project?

What is?

What if?

What works?

9 months

Creating conditions & capability for design thinking project

Development of strategies with key stakeholders, job service providers and Aboriginal job seekers. Including testing of concepts through paper based prototypes.

No What works? Stage, project ended with recommendations.

Design research

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What project?

Stepping stones (design) process

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Power, participation & trust

Design thinking (& doing) for�social innovation

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What project?

Participatory spectrum

Informed

decision making

“To us”

Consultative �decision making

“For us without us”

Participatory �decision making

“Nothing about us without us”

Self-determined �decision making

“By us for us”

Fits easier with �business as usual

More likely to lead to incremental solutions based on existing assumptions.

Requires a bigger shift �in practice.

More likely to lead to different solutions based on shifted assumptions.

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What project?

Participatory spectrum

Informed

Consultative

Participatory

Self-determined

Who decides

Professionals

Professionals including facilitator(s) experienced in running participatory processes

A majority community member/ lived experience group likely to also include practitioners, managers, commissioners or subject matter experts.

Including facilitator(s) experienced in running participatory processes

A community member / lived-experience group.

Supported, if required, to build their capabilities to organise and lead change.

How

Draw on what they know about community members, evidence and practice, usually in meetings and documents.

Consult evidence, practitioners and community members – and then use what they learn to refine their assumptions about what’s best.

Pros & cons

Fits easier with business as usual

More likely to lead to incremental solutions based on existing assumptions.

Requires a biggers shift in practice and power dynamics.

More likely to lead to different solutions based on alternative assumptions.

IAP2 spectrum

Inform

Consult

Involve

Collaborate

Empower

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What project?

Participatory responsibilities

Informed

Consultative

Participatory

Self-determined

Build conditions for �self–determination �eg capability or $s

Use strategies to balance power

Create brave and safe-enough spaces for participation

Make a representative selection of participants

Mitigate cognitive bias in decision making

Choose the best-fit approach (what methods, what model of decision making?)

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In order to balance your power, you need to learn to dance with it

What project?

Dance with your power

Deb Carlon Victorian lived experience co-design lead, Centre for Mental Health Learning

Acknowledge it

Step-in

Step-out

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What project?

Helpful & harmful projects

Scope/constraints are opaque.

Decision making not devolved, or devolved then retracted.

Lack of rigour in process or practice eg re-traumatisation.

Timeframes compromise process and relationships.

No ability / interest in changing what happens next, based on what’s learnt.

No lived experience involvement in next stage of work.

Pausing, reflecting and taking a better track.

Scope, constraints and decision making authority are clear and transparent.

Everyone it committed to learning.

Processes are guided by experienced practitioners.

Selected approach can be completed with rigour - within the time, money and capability available.

Harmful

Neutral

Helpful

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When (not) to use design thinking

Design thinking (& doing) for�social innovation

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What project?

Don’t use design thinking when…

Don’t use design thinking and doing when:

  • When all decisions have already been made
  • When there is no openness of learning
  • When there isn’t the capability or resources to do design thinking well
  • When decisions can only made based on academic levels of evidence

There are better dominant methodologies than design thinking and doing when…

  • You’re exploring questions of conflicting values e.g. ‘should we have a nuclear waste facility in our state?’ Try deliberative democracy methods instead
  • You’re seeking to transform a whole system, eg what’s the future of end of life experience in Australia? Try systems change and innovation processes

That said, adding design thinking to that above would probably improve them.

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What project?

Do use design thinking

  • For early stage innovation
  • To creating something tangible eg a space, product, service, or digital thing
  • To develop breakthrough solutions, different to what’s been tried before
  • If you intend to scale something new
  • If outcomes are determined by people’s behaviour in particular contexts
  • To include the lived and living expertise in your process
  • To develop co-produced solutions
  • As a repeatable and versatile approach for innovation

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What project?

Surprising uses of design thinking

  • To work out what to stop
  • To make choices between pre-existing options
  • To combine and or adapt existing options for new contexts
  • As a form or evaluation (especially when looking for improvements)
  • In day-to-day organisational work eg planning and running meetings
  • When there is already a hunch about what the solution is �(As long as people are open to learning)

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Tool: Creating a brief for a design thinking project

Design thinking (& doing) for�social innovation

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What project?

Design thinking project brief

The situation

People

Ambitions & constraints

About us

What’s the type of challenge?

What groups are most impacted by the problem/opportunity?

Ambition and constraints for solution

What is our ambition for power sharing in this project?

What do we know at this stage about the problem/situation and underlying causes?

What are the desired outcomes for each group??

Ambition and constraints for this project

How do we make decisions now - what’s our experience with this proposed approach to power sharing?

What do we know at this stage about potential solutions, how they would work and external factors that might influence them ?

What factors do we need to consider eg trauma, trust, communication preferences?

Ambition and constraints for follow on work

What do we need to change about ourselves, our org, or system to deliver on this work?

Use the following colour coded slides to help you answer the questions.

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What project?

What’s the type of challenge?

Developing a solid evidence base

Making a decision where there is value conflict

Accelerate systems transformation

Implement existing model without changes

Determine value of implemented model

Choose a model or create an adaptation

Develop a hunch into a working solution

Develop new policy, strategy, services

Examples

What’s the cost benefit of early intervention?

What existing strategies are the most effective at attracting girls to STEM?

Examples

Should we have a nuclear waste dump in our state?

How should bikes and cars safely share roads?

How should we allocate the city budget over 10yrs?

Examples

What is the next paradigm of child protection services and how do we get there?

What should be the future end of life experience in Australia and how do we get there? (EQT / TACSI)

Examples

Implement the Triple P parenting program in 3 sites.

Examples

How do existing family support services help and hinder change? (TACSI)

What aspects of our services create the least value?

Examples

How can we improve the primary care’s DV responses, in QLD? (BSPHN/TACSI)

How can we adapt the UK education for 3yr olds model for Tasmania (Tas Gov/ TACSI)

Examples

Can a coaching model added to jobactive improve employment outcomes? (SYC/TACSI)

Can a ‘virtual Family by Family’ provide support to women experiencing violence during lockdown ? (SA Gov/ UC/ TACSI)

Examples

What strategies could increase Indigenous employment? �(Aus Gov/ TACSI)

What kinds of support could improve mental health outcomes for South Sudanese Australians in Melbourne?

(Vic Gov, coHealth, TACSI)

Consider conventional research methods

Consider (DT enhanced) deliberative democracy methods

Consider (DT enhanced) systems change methods

Consider implement-�ation science approach

Design thinking a good fit.

Or evaluation.

Design thinking good fit.

Design thinking good fit.

Design thinking good fit.

Is design thinking a good fit?

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What project?

What’s known?

Solutions exist but are not widespread in our system

We know others have found the solutions.

We know the problem but not the solution

We don’t know much about the problem or solution

Examples

How can we spread effective practices for place based working

Examples

How can we adapt the UK education for 3yr olds model for Tasmania (Tas Gov/ TACSI)

Examples

How can we improve the primary care’s DV responses, in QLD? (BSPHN/TACSI)

Examples

What kinds of support could improve mental health outcomes for South Sudanese Australians in Melbourne?

(Vic Gov, coHealth, TACSI)

In ‘what is? Focus on comparing positive deviants in system with those that have not adopted the solution.

What is?: Understand what is working elsewhere and determine differences between contexts.

What if? Check validity and focus on adaptations

What works? Potential to shorten / drop if contexts are similar

Potential to shorten ‘What is?’ stage and move into ‘What if?’ more quickly.

Will need full process, with provision to repeat stages if required.

Implications for the time, effort and focus for each diamond.

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What project?

Who is most impacted

Considerations for trauma

Considerations for communication preferences

Considerations for cognitive abilities and neurodiversity

Consideration for literacy

Considerations for culture and language

Considerations for marginalised groups

Examples

First Nations people

People engaged with criminal justice system

Refugees

Examples

Non-verbal people

Deaf people

Examples

Children

People living with profound disabilities

Examples

People with low levels of education

Examples

First Nations people

Recent migrants and refugees

Examples

First Nations people

Mental health consumers

People living with disabilities

Trauma informed responses: time to build relationships and trust

Methods that, create safety, set clear expectations and build on strengths.

Use methods that allow for non-verbal input, and inclusion of carers and supporters in process.

Use methods that allow for appropriate engagement.

Consider inclusion of parents, carers and supporters in process if appropriate.

Use age and developmental stage appropriate methods including visual methods.

Consider word of mouth recruitment processes.

Use culturally appropriate participatory approach

Consider language for engagement

Foreground cultural knowledge & consider cultural competency training

Use participatory approaches, and self-determined approaches to give groups control over process including in governance, design team and as respondents to design process.

Implications for time, experience, methods and power sharing approach.

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What project?

Ambitions & constraints

The solution

This project

Work that follows this project

Example

It has to be a dining chair, that can flat pack to fit in the boot of a car and retail for $23 dollars. (Ikea)

This is a breakthrough project, something entirely new, delivered in a new way.

Example

We’ve got $1,0000, it’s got to be done in secret and by next Thursday.

Example

It will be picked up by the national implementation of 3FTE who will expect to implement over 6 months in 20 sites where it will be run by local delivery teams of 2FTE at $90k p.a.

What are the financial and time constraints around initial implementation of the new model?

What are the financial and time constraints around ongoing delivery of the new model?

Who will support implementation of the new model?

Who will deliver the new model?

Legal constraints for model?

Other constraints for model?

What’s the budget

Who can be involved, and who can’t

What are the timelines for key deliverables

What are the deliverables

What can be said publicly, what not

What stages are we expecting to cover.

What work will happen to take this to scale / implementation?

What is the budget for that work?�Who will lead that work?

What do they need out of this process to do their work?

Implications for what is designed, stages in project and deliverables.

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What project?

Your decision making approach

We have very hierarchical decision making

We have devolved design making

We have distributed decision making

Examples

CEO /Ministers regularly intervene on decisions to change them.

Examples

The design team has full authority to decide the outcome, decision making authorities are generally respected.

Examples

Teams and individuals free to make their own decisions in line with strategy and values.

Do not use participatory or self-determined approaches as you cannot honour your promise to participants.

If using consultative approaches be clear that the processes is to inform (not decide).

Design governance processes that include decision makers along the process

Consider using participatory approaches if appropriate; for governance, design team and respondents.

Be clear with participants about what the process can decide and what is out of the influence of the process

Consider using participatory and self-determined approaches if appropriate.

Implications for depth of participation and external communication

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Activity: Creating a brief for a design thinking project

Choose a future, current or past project to apply design thinking to.

Write a brief for the project using the Design thinking project brief tool.

20mins

Design thinking (& doing) for�social innovation

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What project?

Project _ _ _ _ _ _ _ _ _ _ _ _ _

The situation

People

Ambitions & constraints

About us

�What’s the type of challenge?

What groups are most affected by the problem/opportunity?

Ambition and constraints for solution

What is our ambition for power sharing in this project?

What do we know at this stage about the problem/situation and underlying causes?

What are the desired outcomes for each group??

Ambition and constraints for this project

How do we make decisions now - what’s our experience with this proposed approach to power sharing?

What do we know at this stage about potential solutions, how they would work and external factors that might influence them ?

What factors do we need to consider eg trauma, trust, communication preferences?

Ambition and constraints for follow on work

What do we need to change about ourselves, our org, or system to deliver on this work?

Use the colour coded slides above to help you answer the questions.

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What project?

Design thinking project brief

The situation

People

Ambitions & constraints

About us

�What’s the type of challenge?

What groups are most affected by the problem/opportunity?

Ambition and constraints for solution

What is our ambition for power sharing in this project?

What do we know at this stage about the problem/situation and underlying causes?

What are the desired outcomes for each group??

Ambition and constraints for this project

How do we make decisions now - what’s our experience with this proposed approach to power sharing?

What do we know at this stage about potential solutions, how they would work and external factors that might influence them ?

What factors do we need to consider eg trauma, trust, communication preferences?

Ambition and constraints for follow on work

What do we need to change about ourselves, our org, or system to deliver on this work?

Use the colour coded slides above to help you answer the questions.

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What project?

Design thinking project brief

The situation

People

Ambitions & constraints

About us

�What’s the type of challenge?

What groups are most affected by the problem/opportunity?

Ambition and constraints for solution

What is our ambition for power sharing in this project?

What do we know at this stage about the problem/situation and underlying causes?

What are the desired outcomes for each group??

Ambition and constraints for this project

How do we make decisions now - what’s our experience with this proposed approach to power sharing?

What do we know at this stage about potential solutions, how they would work and external factors that might influence them ?

What factors do we need to consider eg trauma, trust, communication preferences?

Ambition and constraints for follow on work

What do we need to change about ourselves, our org, or system to deliver on this work?

Use the colour coded slides above to help you answer the questions.

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What project?

Design thinking project brief

The situation

People

Ambitions & constraints

About us

�What’s the type of challenge?

What groups are most affected by the problem/opportunity?

Ambition and constraints for solution

What is our ambition for power sharing in this project?

What do we know at this stage about the problem/situation and underlying causes?

What are the desired outcomes for each group??

Ambition and constraints for this project

How do we make decisions now - what’s our experience with this proposed approach to power sharing?

What do we know at this stage about potential solutions, how they would work and external factors that might influence them ?

What factors do we need to consider eg trauma, trust, communication preferences?

Ambition and constraints for follow on work

What do we need to change about ourselves, our org, or system to deliver on this work?

Use the colour coded slides above to help you answer the questions.

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What’s good?

Scorecard

Design thinking (& doing) for�social innovation

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What project?

What project?

Good is

Not good is…

Being explicit about your assumptions (or questions): about the need, problem, solution, how the solution will work and external factors.

Staying quiet about your hunches or questions

Naming your assumptions (or questions) about target groups and expected outcomes for those groups.

Being unclear about assumptions on target groups.

Naming likely constraint for the solution e.g who will deliver it, what it needs to cost.

Being unclear about constraints.

Considering issues of power and authenticity

Assuming power won’t play a role in your process.

Giving those most affected by an issue or challenge genuine influence to shape the understanding of the problem, potential solutions and what works.

Engaging people without letting them have an influence over decision making.

Good is

Not good is…

Choosing an approach based on a consideration of:

  • Complexity and power dynamics of the situation
  • Ambition for change
  • Capability available
  • Depth of participation
  • Budget
  • Post-design follow through
  • Levels of authenticity and transparency

Choosing an approach based on considering only some of these factors.

Establishing a design team with the expertise and diversity for the job.

Not considering who needs to be on the project.

Structuring a process that includes time, resources and methods to: discover what is, create what if’s and develop what works.

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Design thinking (& doing) for�social innovation

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Planning to discover ‘What is?’

Design thinking (& doing) for�social innovation

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What is?

What is? in 12 steps

Planning

Recruitment & Fieldwork

Making sense & sharing

  1. What’s already known?

  • What are the (three) priority questions you want to answer?

  • What (conventional and design) research methods to answer those questions?

  • What approach to ethics?

Recruitment

  1. Develop, test and improve your approach to recruiting participants�
  2. Recruitment of participants for fieldwork

Fieldwork

  1. Develop, test and improve design research tools (inc documentation approach)�
  2. Fieldwork including documentation

Making sense

  1. Analysis of the fieldwork

  • Shaping strong opportunities

Sharing

  1. Communicating findings

  • Looping back with research participants to share the results

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What is?

Source: Liz Sanders and Pieter Jan Stappers, Convivial Toolbox: Generative Research at the Front End of Design, 2012

Depth of research

Design research adds real value here

(& Value)

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What is?

Research planning

Stream of learning�(See next slides)

Priority question 1

(See next slides)

Priority question 2

(See next slides)

Priority question 3

(See next slides)

Research stream 1 �Eg People:Lived experience

Design research methods

eg Semi-structured interview with card sorting

Design research methods

eg N/A

Design research methods

eg Rapid-ethnography

Research stream 2 �Eg People:Service providers

Design research methods

eg N/A

Design research methods

eg Rapid ethnography

Design research methods

eg N/A

Research stream 3 �Eg Literature

Research method

Eg Literature review

Research method

Eg Literature review

Research method

Eg N/A

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What is?

Streams of learning

Learning from evaluations & reviews

Horizon scans, literature reviews, systematic reviews

Learning from academic literature

Learning from grey literature (eg think tanks)

Learning from data and finance

Data analysis

Learning from other contexts

Visits, conversations

Learning from all kinds of people:

  • Lived and living experience
  • Supporters / carers
  • Providers / deliverers
  • Commissioners / funders

Design research methods: �Conversational based: semi-structured interviews, yarning with a purpose�Observative: rapid and service ethnography�Generative: designing and learning together using creative inquiry and tools

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What is?

Common research questions

Focus you research on the cohorts of people most impacted by the situation/solution:

  • People / end-users / consumers / lived-experience / living-experience
  • Deliverers of services and policies
  • Funders of services and policies�

For each cohort participating in research you are likely to explore a version of these questions:

  • What’s their context?
  • Who supports them?
  • What are their needs?
  • What do they value / see as success in the future ?
  • What helps and hinders them in achieving that?
  • What would create greater value for them?

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What is?

Participant sample

Age

10-12

13-16

17-25

25-30

Ability

Physical

Psychosocial

Both

Location

Metro

Regional

Remote

Very remote

Outcomes

Surprisingly �poor

Poor

Good

Surprisingly good

Participant A

Participant B

Participant C

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Recruitment

Design thinking (& doing) for�social innovation

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What is?

Recruitment tips

  • Think of what value participants could get from being involved - that could include money, learning, meeting new people, a contribution to recovery, a chance to make things better for others.
  • Seek out warm introductions via a trusted parties
  • Think about where participants hang out (online and off) and go there
  • Be clear with participants about what the research might involve in terms of time and emotional labour
  • Listen, learn and be willing to adapt your approach to fit participant preferences
  • Don’t lead by asking questions that will be stigmatising
  • Put participants in a position of expertise

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What is?

Make things explicit

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What is?

Recruitment channels

  • Warm leads via personal contacts
  • Via the services and organisations that people are already engaging with
  • Snowballing > asking potential participants to recommend other potential participants
  • In public spaces and through public events
  • By advertising online, through posters, on radio
  • Anonymously – asking people to get in touch without sharing their name
  • Flyers and door knocking

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Design research collection methods

Design thinking (& doing) for�social innovation

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What is?

Semi-structured interviews

AKA:

Interview, contextual interview

What is it…

30min to 3hr structured sessions with individuals or small groups, often incorporating prompts or tools eg Timeline or Card sorting. In person, online, on the phone.

Good for..

Many situations, can be tailored to participant communication preferences, and conducted by researchers or peer researchers.

Considerations

May be seen as too formal in some situations, consider Yarning with a purpose instead.

In more detail…

TACSI Interview guide

TISDD

IDEO Design Kit

Image: Peer semi-structured interview in project to develop breakthrough services for NDIS with Life Without Barriers

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just have a chat

What is it?

relationship comes first

hold gently to your intention

follow the gold

What is?

Aunty Vickey Charles

Aboriginal Lead and Aunty

in Residence at TACSI

Yarning with �a purpose

What is it…

An intentional approach to yarning

Good for..

Many situations. Often a better alternative that semi-structured interviews for First Nations people and others.

Considerations

..

In more detail…

Listen to Aunty Vickey Charles describe the approach in the What is? podcast.

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What is?

Journey

mapping

AKA:

User journeys, draw it

What is it…

Visually mapping experiences overtime as a prompt to more in depth conversation.

Good for..

Many situations, especially when you are looking for insight into past experiences.

Considerations

May be harmful it is forces unwanted reflection on past events eg traumatic events.

In more detail…

IDEO Design Kit

Image: Exploring organisations experiences with volunteering for Australian Volunteer Program Innovation Hub.

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What is?

Card

sorting

AKA:

Prompt cards

What is it…

Sorting information about past experiences, and or preferred future experiences.

Good for..

Many situations, often used in semi-structured interviews. Gets to insight fast.

Considerations

Really benefits from testing the method to refine the prompts.

In more detail…

IDEO Design Kit

Image: Exploring barriers to family thriving for Family by Family project

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Observative design research methods

Rapid-ethnography

Photo diaries

Design thinking (& doing) for�social innovation

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What is?

Rapid ethnography

AKA:

Rigorous hanging-out, participant observation, design ethnography

What is it…

Immersive learning through spending hours or days with people in their context and doing what they do.

Good for..

Situations where you need to understand context, unfamiliar situations, understanding service experiences.

Considerations

Only works if participant is comfortable to be shadowed, may be safer if done by peers.

In more detail…

TISDD

IDEO Design Kit

Stanford d school

Image: Observing journey to school experience for Designing with Aboriginal Families Project, TACSI.

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What is?

Photo �diaries

AKA:

Diaries, photo journal also see Cultural probes

What is it…

Participant created records of their activities through photos, text or other methods.

Good for..

Getting insight into experiences over time when you can’t be there.

Considerations

How to make the task enjoyable for participants

In more detail…

TISDD

IDEO Design Kit

Image: Food diary, for Open Health, Red Unit Design Council. Participant said he ate healthily.

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Generative design research methods

Design with me

Design thinking (& doing) for�social innovation

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What is?

Designing together

AKA:

Draw it, ideal solution, magic wand

What is it…

Working with participant to design their ideal solution to a given situation.

Good for..

Getting insight into the kinds of experiences people see as desirable, and what they would value in a future experience.

Considerations

Finding the right approach, so participant is comfortable with chosen approach, eg drawing, or using kids toys, or creating a storyboard.

In more detail…

TISDD

IDEO Design Kit

Image: Nielsen Norman Group

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Making sense and shaping strong opportunities.

Design thinking (& doing) for�social innovation

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An approach to analysis

1

Pour the information

Organise all relevant data against your priority questions (or any other frames of analysis eg value proposition canvas or persona) Make note of any early opportunity areas or ideas too.

2

Spot the patterns


Look at the categorised data and try to spot patterns that start to answer the questions. Summarise those patterns as an insight. “We learnt that……..?”

3

How might we….?
�From everything you’ve learnt, and referring to your project question describe the opportunity. (see next slide)

What is?

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What is?

Formula for opportunities

Insight What do you conclude from the research? We learnt that...

Primary evidence On what data is this based, what did you hear or see in the research?

Because we heard / saw…

Secondary evidence Is there data from other sources that can triangulate this finding?

Because others have found…

Significance Why is this significant to this project

This is significant because…

Opportunity Describe the opportunity How might we….

Ideas Set out multiple early ideas if we have them at this stageWhat if…

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What is?

Communication tools for findings

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What is?

Personas & segments

AKA:

Grouping and describing cohorts

What is it…

Grouping and describing cohorts within your target group, to better understand common needs and desires, and share them with others.

Good for..

Creating a small number of groups to target for solutions from a large number with diverse needs, and describing them.

Considerations

Segmenting along the

In more detail…

TISDD

IDEO Design Kit

Image: Nielsen Norman Group

Personas

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What is?

Personas

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What is?

Anatomy of a persona

Segments

Who are the extremes or groups of cohorts we want to represent?

Characteristics

Who is this person and what do we need to know about them?

Barriers and benefits

What are the key things that help and hinder this person? Why?

Needs and wants

What’s the ‘job to be done’?

Supports and influencers

Who else is in their network (positive and negative)?

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What is?

Journey map

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What is?

Journey map

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What is?

Anatomy of user journey map

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What is?

Systems diagram

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What is?

Systems diagram

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What is?

Anatomy of a systems map

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What’s good?

Scorecard

Design thinking (& doing) for�social innovation

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What is?

What is?

Good is

Not good is…

Planning starts early in the process, often in What project? phase.

Insufficient lead-time for recruitment activities.

Builds on what’s already known

Ignores existing research and knowledge that could accelerate the process.

Framed by a small number (around 3) key questions

Is poorly planned, making analysis hard

Chooses the best methods to answer those questions, and tests those methods in practice

Methods don’t deliver on questions - no testing

Carefully selects cohorts most likely to be impacted by the work as research participants

Does not include end users or beneficiaries of services or policies. Eg may just engage their representative groups.

Carefully selects a diversity of people within each of those cohorts

Only engages with the easy-to-reach in these cohorts.

Good is

Not good is…

Conducts ethical research, culturally appropriate with informed consent

Causes harm and infringes rights through re-traumatising processes, culturally unsafe processes, or through opaque consent processes.

Creates real value for participants for example through reflection, learning or financial reward

Participants are not compensated or recognised for their contribution.

Gets below the surface to what people know, feel, dream and value

Stays at the surface, ‘discovering’ only explicit knowledge.

Identifies grounded opportunities, triangulated by multiple data sources.

Opportunities are not well supported by evidence.

Communicates these opportunities in ways that excite interest and galvanise action

Opportunities are not compelling or clear.

Looping back to participants to tell them what’s been learnt, and the impact of their contribution.

Participants are not given the option of being informed of findings or the impact of their contribution.

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Design thinking (& doing) for�social innovation

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What if?

What if? in 3 steps

Having ideas

Developing concepts

Choosing concepts

Using a number of creative strategies to generate promising ideas and choose the best to advance into concept development.

Developing multidimensional concepts that are good for beneficiary and good for funders and good for delivery.��Often considers: Desirability, experience, impact, finance, feasibility, strategic alignment and public perception

Sharing well communicated concepts for stakeholders to make informed and deliberative decisions, according to explicit criteria, on what to progress to ‘What works?’, or not.

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Creative factors

Naming the obvious

Time, space, relaxation

Diverse perspectives

Force constraints

Positive deviance

Remixing related worlds

Re-representing

Oblique or random strategies

Suspending judgement

Making

Design thinking (& doing) for�social innovation

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What if?

Create time

“All creativity comes from the unconscious...It all boils down to getting into a playful and relaxed frame of mind... Unless you are relaxed you can’t hear the promptings from the unconscious.John Cleese, Monty Python’s Flying Circus

Watch the talk

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What if?

Diversity

“‘Solutions to complex problems take many dissimilar minds and points of view to design, so we have to do that together, linking up with as many other us-twos as we can to form networks of dynamic interaction.’

Tyson Yunkaporta, Sandtalk - How Indigenous thinking can save the world.

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What if?

Force constraints

Halve it

Double it

What if you had no money?

What if money was no object?

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What if?

Remix

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What if?

Re-represent

Draw

Make

Paint

Write

Act

Dance

Sing

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What if?

Oblique strategies

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What if?

Suspend judgement

“A new idea is delicate. It can be killed by a sneer or a yawn; it can be stabbed to death by a quip and worried to death by a frown on the right man's brow.”

Ovid

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What if?

Realise

“Stop just talking, start making - jump to the end”

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What if?

Creativity in 6 Rs

Relax Give your mind space to hear the promptings from your unconscious, turn off your phone, go to the beach

Related Worlds Borrow ideas from analogous contexts. e.g. take ideas from one industry to another

Re-express Represent the problem/opportunity in a different way e.g. use metaphor, or dance

Reverse Change all the norms e.g. what if you did something in half the time, or at twice the cost?

Random Pick a random word from a dictionary, force a connection, see what you get.

Realise Don’t just think and talk, start making too

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Prototyping

Design thinking (& doing) for�social innovation

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What if?

Prototype before pilot

Prototype

Many learning loops

Pilot

One learning loop

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What if?

Prototyping loop

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What if?

Prototyping loop

Hunch

What’s you hunch/idea/concept?

What are your big uncertainties?

What are the alternatives?

Build

Paper

Table-top

Framework

Scenario

Act it out, or run a live version

Test

How will you judge a good result?

Learn

What did you learn?

Next

Refine?

Reject?

Pivot?

Why?

To develop hunches

To refine ideas

To evaluate concepts

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What if?

Prototyping fidelity

Start of What if?

End of What if?

Start What works?

End What works?

Lower cost

Lower fidelity

Out of context testing

Higher cost

Higher fidelity

In context testing

Purpose

Develop initial ideas

Flesh out ideas into concepts

Make concepts workable

Build evidence for the model

Success is

Enough high-potential ideas to progress to concepts.

Multidimensional concepts that considered impact, finances, implementation, experience & desirability.

A close to working model - good enough to run something live

An evidence base for the new model with the validity to support decision making in the next stage.

Testing is

Constructive feedback from colleagues in design team.

Constructive feedback from people who might use or deliver a service or policy.

Performance of live prototype measured through simple tests.

Structured evaluations that provide context-relevant evidence.

Service prototyping example

Developing four alternative scripts for a referral call through improvisational role play by the design team.

Getting feedback on scripts, or recorded calls from people who might actually make and take the calls.

Developing the training for referrers through two prototype training experiences with actual referers.

Live A-B testing two alternative forms of referral call as part of an actual service to evaluate the most effective approach.

Policy

prototyping example

Developing four potential policy options by writing scenarios about the future.

Developing more detailed concepts though feedback on scenarios by funders, deliverers & beneficiaries.

Prototyping the implementation model for policy

Trialing the policy in a few select locations, with developmental evaluation approach.

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Types of prototyping

Paper

Desktop

Framework

Scenario

Enacted

Live

Design thinking (& doing) for�social innovation

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What if?

Paper or screen prototypes

What is it…

Using paper or a screens to visualise what something would look like, and then getting feedback on that representation.

Good for..

Very useful in what if, and to design paper or screen based artifacts.

In more detail…

TISDD

Image: A paper sketch of a tool to learn what skills are most needed for young people when entering the job market.

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What if?

Desktop�prototyping

What is it…

Modeling a system or service on a table using three dimensional objects eg lego or children's toys, and acting out interactions.

Good for..

Early idea generation around systems. Good for testing the flow of interactions or relationships in a service or system. Particularly good to develop concepts more fully, and if filmed for improving concepts.

In more detail…

TISDD

Image: A participant shows how multiple services need to come together to engage people who have recently left prison.

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What if?

Framework prototyping

What is it…

Modeling intangible aspects of a service or system using frameworks such as a theory of change, business model canvas, user journey or service blueprint.

Good for..

Good for forcing the development of a concept with considerations for a wide range of perspectives. Good for testing with experts eg in business models or how change happens.

In more detail…

Ideo Designkit

Image: A theory of change and business model canvas templates

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What if?

Scenario prototyping

What is it…

Can be drawn comic strips, storyboards, videos or written scenarios

Good for..

Good for efficiently testing solutions that operate across time or geographies or demographics. Good for teams with strong writing or visualising skills.

In more detail…

TISDD

Image: A storyboard to develop interactions that would allow for safe disclosure of domestic violence at GP clinics.

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What if?

Enacted prototyping

What is it…

Acting out a situation, eg through role play.

Good for..

Developing ideas that involve human to human interactions. Refining ideas for human to human interactions.

In more detail…

Ideo Designkit

Image: An enacted prototype (with props) to test better conversations on the pathway to NDIS support.

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What if?

Live prototyping

What is it…

Live and limited service delivery is used to refine and develop an evidence base for a service. Services are typically limited by time, the extent of the prototype (eg front desk only) or the number of participants.

Good for..

Live prototyping can create a very high quality learning experience when concepts are sufficiently developed, ie in the What works? Stage

In more detail…

Ideo Designkit

Image: Live prototype of a new domestic violence support service that took 12 weeks to design, start-up and deliver.

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What if?

Common criteria for judging concepts

Good for people

Good for organisation

Good for general public

What change will it prompt?

How many people is it relevant to?

How desirable it is?

Is it strategically aligned?

Is it financially compelling?

Is it feasible for us to deliver this?

Is this a good story?

Is this politically aligned?

Is the public interest / support?

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What’s good?

Scorecard

Design thinking (& doing) for�social innovation

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What if?

What if?

Good is

Good is not…

Dedicated time and headspace for the team so ideas can come to the fore.

Squeezing creative work into an incredible tight and stressful timeframe

Creating a space for a diversity of people to come together and suggest new ways of responding to opportunities.

Idea creation by the same type of people that create the current solution

Deliberately developing diverse inspiration points, often as part of the What is? phase.

A lack of inspirational reference points.

Using a diversity of approaches for idea creation, including different people, different contexts, different prompts.

Using only one approach for idea generation that may only suite some people.

Several loops of learning with feedback from participants and different stakeholders eg finance people

Idea generation that doesn’t include some kind of making and feedback to learn - eg role play or paper based prototyping

Good is

Good is not…

Concepts tell the story of their potential from a number of different angles such as: desirability, reach, relevance, strategic alignment, financial model, political and public palatability.

Concepts that are still one dimensional ideas.

A set of evenly well prepared presented for decision making.

Some concepts better represented than others, making them hard to compare.

Making selection judgements informed by clear criteria that encourage looking to the potential of the idea in the future.

An overly complicated set of selection criteria.

An approach to choice making that encourages deliberation, hearing others views and allows for people to shift their perspective.

A transactional approach to choice making.

A set of concepts that identify the greatest remaining uncertainties and propose a way to test them in the ‘what works?’ stage of work.

A set of concepts that pretend they have everything worked out.

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5 What works?

Live session 5

The innovation journey

Evaluation options

What’s good?

Design thinking (& doing) for�social innovation

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What works?

What works? in 3 steps

Getting ready

Live prototyping

Piloting

Refinement of model to go live

Live prototyping of model with increasing levels of rigour

Piloting of model to establish an evidence base

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The innovation journey

Design thinking (& doing) for�social innovation

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What works?

The innovation journey

Discovery - getting �through the mystery

Crossing the ravine �of imagination

Finding a formula

for local change

Formula

for local delivery

Implementation

(The other side of innovation)

Formula

for delivery at scale

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Evaluation

Design thinking (& doing) for�social innovation

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What works?

Options for evaluation

All phases

  • Use process evaluation to hold design processes accountable to a set of principles for practice e.g. in relation to power-sharing
  • Use developmental evaluation to de-risk design processe, get another set of eyes on what’s workign and what’s not.
  • Evaluate growth in capability eg in Design thinking
  • Use theory of change to model how innovations lead to outcomes
  • Use evaluation to bring rigour to stage-gated process - supporting taking tricky judgements on opportunities and concepts.

What works? phase

  • Use simple experiemcents to bring rigour to later stage prototyping.
  • Design evaluation into solutions so it stays accountable to the vision
  • Use outcomes evaluation to evaluate pilots for outcomes

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What’s good?

Scorecard

Design thinking (& doing) for�social innovation

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What works?

What works?

Good is

Not good is…

The expectation, and the resources, to make changes to the concept as you think and learn more

Focussing on implementing the concept as described, without change.

Stakeholders connected and learning throughout process

Stakeholders disconnected from what works process.

Choosing maturity-appropriate evaluation approaches.

Formalising evaluation when the model is still in flux.

Develops the multiple different kinds of evidence needed to make decisions about the next stage.

Developing only one kind of evidence - eg desirability of experience

Good is

Not good is…

Adaption designed-in.

Rigid solutions, expected to work everywhere.

Designing in accountability to the lived-experience vision.

Quality, monitoring and evaluation processes are not designed-in to the solution.

Explores local delivery models (to create that change) and, when appropriate, how to scale delivery across multiple locations.

What works? only considers what directly creates change

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Activity: Create a scorecard for your project.

Rate your current project by moving the sticky dots to the ‘good’ or ‘not good’ column.

Leave them where they are for ‘undecided’ or ‘don’t know’

20 mins

Design thinking (& doing) for�social innovation

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What project?

What project?

Good is

Not good is…

Being explicit about your assumptions (or questions): about the need, problem, solution, how the solution will work and external factors.

Staying quiet about your hunches or questions

Naming your assumptions (or questions) about target groups and expected outcomes for those groups.

Being unclear about assumptions on target groups.

Naming likely constraint for the solution e.g who will deliver it, what it needs to cost.

Being unclear about constraints.

Considering issues of power and authenticity

Assuming power won’t play a role in your process.

Giving those most affected by an issue or challenge genuine influence to shape the understanding of the problem, potential solutions and what works.

Engaging people without letting them have an influence over decision making.

Good is

Not good is…

Choosing an approach based on a consideration of:

  • Complexity and power dynamics of the situation
  • Ambition for change
  • Capability available
  • Depth of participation
  • Budget
  • Post-design follow through
  • Levels of authenticity and transparency

Choosing an approach based on considering only some of these factors.

Establishing a design team with the expertise and diversity for the job.

Not considering who needs to be on the project.

Structuring a process that includes time, resources and methods to: discover what is, create what if’s and develop what works.

Structuring a process that under resources stages, or skips them altogether.

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What is?

What is?

Good is

Not good is…

Planning starts early in the process, often in What project? phase.

Insufficient lead-time for recruitment activities.

Builds on what’s already known

Ignores existing research and knowledge that could accelerate the process.

Framed by a small number (around 3) key questions to answer

Is poorly planned, making analysis hard

Chooses the best methods to answer those questions, and tests those methods in practice

Methods don’t deliver on questions - no testing

Carefully selects cohorts most likely to be impacted by the work as research participants

Does not include end users or beneficiaries of services or policies. Eg may just engage their representative groups.

Carefully selects a diversity of people within each of those cohorts

Only engages with the easy-to-reach in these cohorts.

Good is

Not good is…

Conducts ethical research, culturally appropriate with informed consent

Causes harm / infringes rights through re-traumatising processes, culturally unsafe processes, or through opaque consent processes.

Creates real value for participants for example through reflection, learning or financial reward

Participants are not compensated or recognised for their contribution.

Gets below the surface to what people know, feel, dream and value

Stays at the surface, ‘discovering’ only explicit knowledge.

Identifies grounded opportunities, triangulated by multiple data sources.

Opportunities are not well supported by evidence.

Communicates these opportunities in ways that excite interest and galvanise action

Opportunities are not compelling or clear.

Loops back to participants to tell them what’s been learnt, and let them know about the impact of their contribution.

Participants are not given the option of being informed of findings or the impact of their contribution.

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What if?

What if?

Good is

Good is not…

Dedicated time and headspace for the team so ideas can come to the fore.

Squeezing creative work into an incredibly tight and stressful timeframe.

Creating a space for a diversity of people to come together and suggest new ways of responding to opportunities.

Idea creation by the same type of people that create the current solution

Deliberately developing diverse inspiration points, often as part of the What is? Phase.

A lack of inspirational reference points.

Using a diversity of approaches for idea creation, including different people, different contexts, different prompts.

Using only one approach for idea generation that may only suit some people.

Several loops of learning with feedback from participants and different stakeholders eg finance people

Idea generation that doesn’t include some kind of making and feedback to learn - eg role play or paper based prototyping

Good is

Good is not…

Concepts tell the story of their potential from a number of different angles such as: desirability, reach, relevance, strategic alignment, financial model, political and public palatability.

Concepts that are still one dimensional ideas.

A set of evenly well prepared presented for decision making.

Some concepts are better presented than others, making them hard to compare.

Making selection judgements informed by clear criteria that encourage looking to the potential of the idea in the future.

An overly complicated set of selection criteria.

An approach to choice making that encourages deliberation, hearing others views and allows for people to shift their perspective.

A transactional approach to choice making.

A set of concepts that identify the greatest remaining uncertainties and propose a way to test them in the ‘what works?’ stage of work.

A set of concepts that pretend they have everything worked out.

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What works?

What works?

Good is

Not good is…

The expectation, and the resources, to make changes to the concept as you think and learn more

Focussing on implementing the concept as described, without change.

Stakeholders conencted and learning througout process

Stakeholders disconnected from what works process.

Choosing maturity-appropriate evaluation approaches.

Formalising evaluation when the model is still in flux.

Develops the multiple different kinds of evidence needed to make decisions about the next stage.

Developing only one kind of evidence - eg desirability of experience

Good is

Not good is…

Adaption designed-in.

Rigid solutions, expected to work everywhere.

Designing in accountability to the lived-experience vision.

Quality, monitoring and evaluation processes are not designed-in to the solution.

Explores local delivery models (to create that change) and, when appropriate, how to scale delivery across multiple locations.

What works? only considers what directly creates change

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Activity: Reflection on the course.

Working alone the questions on the next slides by writing in the yellow post-its.

10 mins

Design thinking (& doing) for�social innovation

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What works?

What’s the most significant changes for you as an individual?

For me… bringing together a range of elements I have experienced but rarely all together

For me..learning more about design processes in a comprehensive way and being able to implement this thinking in real-time on a real project.

For me….

For me….

For me….

For me…. I have lived experience of the power of going through the detail of planning with multiple people, over multiple iterations.

For me experiencing a range of new ideas to help develop my design capabilities.

For me….

For me….

For me….

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What works?

What’s next on your design thinking learning journey?

For me….

For me….

For me….

For me….

For me….

For me….

For me….

For me….

For me….

For me….

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Design thinking (& doing) for�social innovation