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Task
TOBY MESSENGER
                 Toby is asked to cut costs
                 by 20% for the
                 Department for
                 Environmental Health of
                 which he’s the deputy head,
                 while maintaining current
                 levels of service quality
                 and effectiveness..
1. LEADS MEETING
                                            WITH DEPARTMENT
                                            Toby gets his team together for
                                            an internal meeting and sets out
                                            the challenge. He pulls together
                                            relevant budget and operational
                                            procedures and circulates them
                                            by email.




    A PLACE TO SHARE     DOCUMENT RATINGS
   DOCUMENTS WITHIN       AND COMMENTARY
A TEAM, WITH DIFFERENT
    LEVELS OF ACCESS
2. CONTACTS
                       NETWORK OF PEERS
                       Toby phones his
                       personal network of peers.




A SPACE WHERE EXPERT
NETWORK CONNECTIONS
     ARE MADE &
  CONTACTS STORED
3. SEARCHES FOR
                INFORMATION & ADVICE
                They suggest the IDeA CoP
                platform to search for relevant
                discussions. He also looks at the
                Efficiency Exchange for efficiency
                tips and benchmarking data. He is
                frustrated at the search on the
                CoP platform and the terms used
                throughout differ greatly.




  REAL LIFE
CASE STUDIES
ARE SUGGESTED
4. REVIEWS LOCAL
                                                         STATISTICS & RESEARCH
                                                         A Council budget task force meeting
                                                         is convened. Toby does preparatory
                                                         research by trying to compare local
                                                         statistics but finds it hard to find the
                                                         right information and gets frustrated
                                                         by the time wasted.




 LESSONS-LEARNED ALONG MORE POWERFUL SEARCH ENGINE
A TIMELINE & PERCEPTIONS ACROSS A VARIETY OF SUGGESTED
OF DIFFERENT APPROACHES SOURCES. SEARCHING IN PLAIN
                            ENGLISH OR EXPERT TERMS
5. ATTENDS TASK
                                             FORCE MEETING
                                             Toby attends the task force
                                             meeting and is keen to share
                                             some of his ideas (but not too
                                             much), but mainly to see what
                                             others offer. During the
                                             meeting another member
                                             has a great idea for getting
                                             together with other councils
                                             and sharing service provision.
                                             He’s keen to use it and make
                                             it his own.




   COLLABORATION       GETTING ACCESS TO
ENCOURAGED THROUGH    PEERS QUICKER & IN A
 RECIPROCAL SHARING      WIDER NETWORK
6. MEETINGS WITH
                                                 LOCAL AUTHORITIES
                                                 There are lots of face-to-face
                                                 meetings within his local authority,
                                                 particularly within AGMA. He talks
                                                 to peers in a monthly meeting,
                                                 but finds others’ varying level
                                                 of knowledge and support
                                                 frustrating. It’s taking too
                                                 long to get ideas agreed.




    VIRTUAL WEBMEETINGS.        USE OF NETWORK
ABILITY TO SHARE IDEAS AHEAD   DECISION-MAKING
  OF MEETINGS & TO SEE WHO           TOOLS
        IS ATTENDING
7. OUTLINES A PLAN
                        FOR GREATEST GAIN
                        Toby takes his work home and
                        begins to make a list of information
                        he needs to back up his case, the
                        different service options he might
                        investigate and the different
                        councils he might work with. He’s
                        looking for the easiest option with
                        the greatest gain.




 TEMPLATE PLANNING
CHECKLISTS & BUSINESS
     EFFICIENCY
    BOOKMARKING
8. FIRMS UP PLANS BY
                                                      BENCHMARKING
                                                      The following weeks are spent
                                                      benchmarking his department
                                                      using CIPFA and collating reference
                                                      material that he can cut and paste
                                                      into his work. He gets frustrated
                                                      with some data being public,
                                                      others are private; that some
                                                      resources have multiple logins; and
                                                      that they are organised in different
                                                      ways. He’d prefer to have some
                                                      control on how information is
                                                      organised and displayed.



EASILY ORGANISED & CUSTOMISED     WAYS TO MAP
   INFORMATION & DOCUMENTS    RELATIONSHIPS BETWEEN
     BASED ON YOUR STORED          INFORMATION
 PROFILE & PREVIOUS INTERESTS
9. PERFORMS SWAT
                                              ANALYSIS ON TWO STRATEGIES
                                              He decides to create two strategies,
                                              one higher risk option and a second
                                              safer option. A SWOT analysis is
                                              performed on each option to add to
                                              the slide deck he is preparing.




TRUSTED EXPERTS CAN   LINKS TO SOURCE DATA
 CRITIQUE & SUPPORT   USED IN PRESENTATIONS
       SWOT             & MODELLING TOOLS
10. PREPARES PRESENTATION
                   FOR MEETING
                   Toby presents both solutions to a
                   portfolio holder. Before the
                   meeting he looks for a
                   presentation that generally
                   explains the work carried out by
                   environmental health, as he’s been
                   frustrated by meetings in the past.




EASY CATALOGUING
  & RETRIEVAL OF
  PRESENTATIONS
11. PRESENTS TO
                 PORTFOLIO HOLDER
                 A big proportion of his time is
                 often spent educating people
                 about the work his team
                 undertakes, rather than the
                 specific issue he has to raise.
                 The portfolio holder gives him
                 permission to turn the solutions
                 into a detailed business case.




A TOOL TO MAKE
FIT-TO-PURPOSE
PRESENTATIONS
12. SHARES PLANS
                        WITH COUNCILS
                        His thoughts start to get
                        shared with other councils, but
                        getting the complete picture of
                        different services in different
                        areas isn’t easy.




DATA COMPARISON TOOLS
& COMMON DATA FORMATS
13. PRODUCES A TONED DOWN
                                          REPORT & SHARES THIS
                                          WITH FULL COUNCILS
                                          Toby produces a toned down
                                          report with his recommendations
                                          and research and shares this with
                                          the full council and his peers
                                          across other councils for review.




 ABILITY TO SHARE    COMMENTS & RATINGS
INFORMATION & DATA
   AS RESPONSES
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Toby profile

  • 1. Task TOBY MESSENGER Toby is asked to cut costs by 20% for the Department for Environmental Health of which he’s the deputy head, while maintaining current levels of service quality and effectiveness..
  • 2. 1. LEADS MEETING WITH DEPARTMENT Toby gets his team together for an internal meeting and sets out the challenge. He pulls together relevant budget and operational procedures and circulates them by email. A PLACE TO SHARE DOCUMENT RATINGS DOCUMENTS WITHIN AND COMMENTARY A TEAM, WITH DIFFERENT LEVELS OF ACCESS
  • 3. 2. CONTACTS NETWORK OF PEERS Toby phones his personal network of peers. A SPACE WHERE EXPERT NETWORK CONNECTIONS ARE MADE & CONTACTS STORED
  • 4. 3. SEARCHES FOR INFORMATION & ADVICE They suggest the IDeA CoP platform to search for relevant discussions. He also looks at the Efficiency Exchange for efficiency tips and benchmarking data. He is frustrated at the search on the CoP platform and the terms used throughout differ greatly. REAL LIFE CASE STUDIES ARE SUGGESTED
  • 5. 4. REVIEWS LOCAL STATISTICS & RESEARCH A Council budget task force meeting is convened. Toby does preparatory research by trying to compare local statistics but finds it hard to find the right information and gets frustrated by the time wasted. LESSONS-LEARNED ALONG MORE POWERFUL SEARCH ENGINE A TIMELINE & PERCEPTIONS ACROSS A VARIETY OF SUGGESTED OF DIFFERENT APPROACHES SOURCES. SEARCHING IN PLAIN ENGLISH OR EXPERT TERMS
  • 6. 5. ATTENDS TASK FORCE MEETING Toby attends the task force meeting and is keen to share some of his ideas (but not too much), but mainly to see what others offer. During the meeting another member has a great idea for getting together with other councils and sharing service provision. He’s keen to use it and make it his own. COLLABORATION GETTING ACCESS TO ENCOURAGED THROUGH PEERS QUICKER & IN A RECIPROCAL SHARING WIDER NETWORK
  • 7. 6. MEETINGS WITH LOCAL AUTHORITIES There are lots of face-to-face meetings within his local authority, particularly within AGMA. He talks to peers in a monthly meeting, but finds others’ varying level of knowledge and support frustrating. It’s taking too long to get ideas agreed. VIRTUAL WEBMEETINGS. USE OF NETWORK ABILITY TO SHARE IDEAS AHEAD DECISION-MAKING OF MEETINGS & TO SEE WHO TOOLS IS ATTENDING
  • 8. 7. OUTLINES A PLAN FOR GREATEST GAIN Toby takes his work home and begins to make a list of information he needs to back up his case, the different service options he might investigate and the different councils he might work with. He’s looking for the easiest option with the greatest gain. TEMPLATE PLANNING CHECKLISTS & BUSINESS EFFICIENCY BOOKMARKING
  • 9. 8. FIRMS UP PLANS BY BENCHMARKING The following weeks are spent benchmarking his department using CIPFA and collating reference material that he can cut and paste into his work. He gets frustrated with some data being public, others are private; that some resources have multiple logins; and that they are organised in different ways. He’d prefer to have some control on how information is organised and displayed. EASILY ORGANISED & CUSTOMISED WAYS TO MAP INFORMATION & DOCUMENTS RELATIONSHIPS BETWEEN BASED ON YOUR STORED INFORMATION PROFILE & PREVIOUS INTERESTS
  • 10. 9. PERFORMS SWAT ANALYSIS ON TWO STRATEGIES He decides to create two strategies, one higher risk option and a second safer option. A SWOT analysis is performed on each option to add to the slide deck he is preparing. TRUSTED EXPERTS CAN LINKS TO SOURCE DATA CRITIQUE & SUPPORT USED IN PRESENTATIONS SWOT & MODELLING TOOLS
  • 11. 10. PREPARES PRESENTATION FOR MEETING Toby presents both solutions to a portfolio holder. Before the meeting he looks for a presentation that generally explains the work carried out by environmental health, as he’s been frustrated by meetings in the past. EASY CATALOGUING & RETRIEVAL OF PRESENTATIONS
  • 12. 11. PRESENTS TO PORTFOLIO HOLDER A big proportion of his time is often spent educating people about the work his team undertakes, rather than the specific issue he has to raise. The portfolio holder gives him permission to turn the solutions into a detailed business case. A TOOL TO MAKE FIT-TO-PURPOSE PRESENTATIONS
  • 13. 12. SHARES PLANS WITH COUNCILS His thoughts start to get shared with other councils, but getting the complete picture of different services in different areas isn’t easy. DATA COMPARISON TOOLS & COMMON DATA FORMATS
  • 14. 13. PRODUCES A TONED DOWN REPORT & SHARES THIS WITH FULL COUNCILS Toby produces a toned down report with his recommendations and research and shares this with the full council and his peers across other councils for review. ABILITY TO SHARE COMMENTS & RATINGS INFORMATION & DATA AS RESPONSES