Chapter 11 of 30

Policy journey templates

The Policy Playbook7 min read
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The Policy Playbook

Policy journey templates

Reader's guide

What this chapter gives you

A section on policy as a journey: preparation, navigation, delivery and adaptation are part of one continuous policy activity.

Policy is not done at publication

Implementation is policy work

Return loops and sunset matter

Policy journey templates

If the policy program achieves its purpose, or is no longer deemed necessary, the policy agenda should be closed down in collaboration with the policy authority, stakeholders and parties affected. In either case, the policy team should communicate clearly the change to stakeholders and those impacted.

Navigation phase templates

  • Return regularly to the Adaptive Policy Lean Canvas to maintain an outcomes based focus and prioritisation, to test your assumptions, to update pertinent information or to sanity check new ideas or interventions against the original purpose.
  • Use dashboards, monitoring and reporting to proactively manage policy interventions, both individually and as a program. Most departments will have an internal data capability and tooling that you can leverage. If not, ensure you have some data skills in your policy team.

Policy journey templates

The templates are listed below and can beaccessed via the provided links or on the following pages. The Adaptive Policy Lean Canvas v0.5a supports your work in defining the overarching policy purpose, future state and framing of your agenda, without getting bogged down in specific solutions too early. Based on LEAN methodology, attribution to Dave Moskovitz (CC-SA). The Policy Intervention/Solution Lean Canvas v0.5b is used for each individual intervention/solution. This is helpful during the preparation phase to design initial interventions/solutions (after the purpose definition) to secure decision making and authority, and then again throughout policy navigation to review/design new interventions over time. The template is here (second tab) with attribution to Dave Moskovitz (CC-SA).

An Actors Environment Map is a little more involved than a typical stakeholder map, because it explicitly includes the people affected by policy, who should be thought of as of high influence, as their needs, experience and values should be engaged in shaping the policy. Many traditional stakeholder maps often involve everyone except those who are affected, which undervalues the necessity of involving them in policy development. An Actors Intention Map provides a quick way to identify relevant information about policy actors, to support you in understanding and engaging with them effectively throughout the policy journey. Policy Intent Scenarios are worth doing prior to and separately to the development of personas and journey mapping, as they provide an articulation of the intended policy impact, a means to flush out and table policy assumptions, and a mechanism to check back against when exploring the broad range of personas and other intersecting policies throughout the journey mapping exercise. It is likely your Policy intent scenarios will evolve through the process, so don’t see them as static. A template and example is below. Policy Personas help keep your policy grounded in the real needs of people. Create enough personas to ensure a reasonable representation of the people/organisations affected. The template below helps to explore, understand and capture personas, ideally with public input. User/life Journeys help to identify policies or programs that might complement or contradict your intended outcome, and provide a means to design effective and streamlined interventions. A journey should be based on the person or organisation affected, not your policy or department. For example, a new social benefit for parents would benefit from mapping the journey of having a child/family. A new grant for small businesses would benefit from mapping the journey of a small business. Below is a simple template to guide your efforts in journey mapping.

The Adaptive Policy Lean Canvas Policy/Program Name: Canvas Owner(s): Date: Version: https://leanpolicy.org/ v0.5a by Dave Moskovitz dave@mosk.nz updates by Pia Andrews pia.c.andrews@gmail.com Intention/Purpose Intended Future State Assumptions (to test) Partners & Challengers Benefits & Realisation A list of who is affected by and who benefits from the policy agenda, and what benefits are measurable. Examples: primary beneficiaries would be children and their families, followed by health organisations. Or primary beneficiaries would be the AI sector, followed by the domestic economy. Potential Interventions A list of historical and hypothetical interventions to test and strategy for ongoing interventions identification. Examples: criminalisation of vapes/illicit tobacco supply, border controls and public education. Or AI sector investment, safety standards, Australian AI trade delegations, R&D and training. A simple articulation of policy purpose and/or intent of this policy. A simple articulation of the future state target with a range of key metrics & indicators that show how the intended future state is different from today. As you work through the entire preparation phase, it is useful to explicitly identify and document any assumptions that arise so you can test them and not accidentally build ineffective policies or programs. Who is the authority to own this policy outcome, and a list of potential support and delivery partners. Who wants this policy agenda to succeed (naturally motivated), and who wants it to fail (challengers)? Examples: to address the emerging issue of children presenting at hospital with vape/nicotine injuries. Or to ensure Australia is competitive in the global AI industry, etc. Examples: zero children are presenting with vape or nicotine injuries to hospital. Or the Australian AI sector is generating $xb in revenue and a top 10 globally competitive export sector. Examples: it is assumed if people knew about the health dangers of smoking or smoking/vaping, that they would stop. It is assumed more AI startups would improve adoption with productivity gains. Examples: health organisations, parents, schools, border organisations are naturally motivated, whereas criminals who profit from illicit tobacco are challengers. Tech sector org, AI SMEs, trade and foreign affairs, academic and research sector, education sector are partners. Whole of Program Costs & Resources Required Risks, Threats & Remediations Estimates of the cost and required to deliver the minimum possible policy intent, with options that scale. Shouldn't go deeply into individual policy interventions/solutions. Overarching risks to the intent, organisation, beneficiaries and partners, including potential threats to plan for, and potential remediations to include. Shouldn't go deeply into individual policy interventions/solutions. The Public Policy Lean Canvas (or Policy Lean Canvas) is adapted from the Lean Canvas by Ash Maurya The Lean Canvas is adapted from The Business Model Canvas by Alex Osterwalder (www.businessmodelgeneration.com/canvas) Excel implementation by: Neos Chronos Limited (http://neoschronos.com/) This work is licensed under the Creative Commons Attribution-Share Alike 3.0 Unported License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/3.0/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA.

The Intervention/Solution Lean Canvas Intervention/Solution Name: Associated Policy/Program Name: Date: Version: https://leanpolicy.org/ v0.5b by Dave Moskovitz dave@mosk.nz updates by Pia Andrews pia.c.andrews@gmail.com Intended Impact of the Solution Complementary & Contradictory Interventions Assumptions (to test) Partners & Delivery Dependencies & Assurance Here you should document and articulate how this particularly policy intervention (solution) should help drive the intended policy outcome, and to what level? What other policy interventions (solutions) already exist that either complement or contradict this intervention, and how will that be designed for and managed over time. Capture assumptions as you go to test throughout the policy preparation and navigation phases. Who can help this intervention/solution to be successful? Who is naturally aligned and contradictory? Who has the capabilities? Who is already doing something similar who might be a good partner? What does this intervention/solution rely upon? Infrastructure, supply chains, compliance, etc. Whatever dependencies exist, what assurance and mechanisms are you planning for to ensure no single point of failure, and backups to dependencies? Benefits & Realisation A list of who is affected by and who benefits from this particular policy intervention/solution, and what those benefits are. Costs & Resources Required Risks, Impact, Threats & Remediations Analysis Estimates of the cost and required to deliver this solution, including costing for ongoing monitoring, continuous innovation and optimisation, and the close out costs for when/if the solution proves ineffective at driving the policy intent. What could go wrong with this solution? What guardrails are needed to keep it effective and ethical? What monitoring and baselining is needed to be in place? What feedback loops exist to draw upon? The Public Policy Lean Canvas (or Policy Lean Canvas) is adapted from the Lean Canvas by Ash Maurya The Lean Canvas is adapted from The Business Model Canvas by Alex Osterwalder (www.businessmodelgeneration.com/canvas) Excel implementation by: Neos Chronos Limited (http://neoschronos.com/) This work is licensed under the Creative Commons Attribution-Share Alike 3.0 Unported License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/3.0/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA.

Use this chapter

Turn this section into a working policy session, canvas or reference point.