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all service team guidance checked and links to come noted
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kerryalyons committed Mar 14, 2024
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4 changes: 2 additions & 2 deletions app/views/includes/_side-nav.html
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{% set teams = [
{
name: "Discovery peer review",
name: "Discovery peer reviews",
url: "/service-assessments/discovery-peer-review"
},{
name: "Alpha and beta peer review",
name: "Alpha and beta peer reviews",
url: "/service-assessments/alpha-beta-peer-review"
},{
name: "Your peer review report",
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If your service has any [amber-rated standards](/service-assessments/service-assessment-report#assessment-report-rag-status-descriptions), you can continue to the next phase but will need to resolve any actions within 3 months.
If your service has any [amber-rated standards](/service-assessments/service-assessment-report#assessment-report-rag-status-descriptions), you can continue to the next phase but should resolve any actions within 3 months.



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48 changes: 4 additions & 44 deletions app/views/service-assessments/alpha-beta-peer-review.html
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{% markdown %}


An alpha or beta peer review is an informal review of a team’s work. They're a way to get feedback and recommendations at either the middle or towards the end of a phase.


Unlike a service assessment, a peer review will not result in the team stopping work based on the recommendations.



If you'd like a more light touch review, or something less formal, you could organise a [design crit](/service-assurance/design-crits).



[Book an alpha or beta peer review](/book).



## Why have one



Peer reviews are not a mandated requirement from [CDDO (Central Digital and Data Office)](https://www.gov.uk/government/organisations/central-digital-and-data-office/about). They’re a chance to get feedback and advice from DfE colleagues.



Peer reviews use the [Service Standard](https://apply-the-service-standard.education.gov.uk/service-standard) as a guide to provide recommendations.

They can help you understand if there's anything you need to change or improve in a service before you move to the next phase.



You can also use them as a measure against the [Service Standard](https://apply-the-service-standard.education.gov.uk/service-standard) before you have a service assessment. If you're doing this, it's a good idea to arrange your peer review in the middle of the phase you're in.



## When to book an alpha or beta peer review



You should arrange a peer review 5 to 6 weeks in advance, so that volunteers are more likely to have time to be on the panel.
You should [book a peer review](/book) 5 to 6 weeks in advance, so that volunteers are more likely to have time to be on the panel.


## What to prepare for an alpha or beta peer review



Think about the best way to tell the story and show the work of the phase the team is in. This could be a mixture of Lucid boards, docs, and sketches.



You can create a slide deck but remember to show the actual work done to build the service, rather than lots of pre-prepared slides. Use slides to set the context, for example, but keep the deck to a minimum.



Review the practical tips by phase in [Apply the Service Standard in DfE](https://apply-the-service-standard.education.gov.uk/) to help you prepare.
Review the practical tips by phase in [Apply the Service Standard in DfE](https://apply-the-service-standard.education.gov.uk/service-standard) to help you prepare.



## What to expect during an alpha or beta peer review



### One to 2 days before



The team will have a call with the panel.



If the panel has been to the service’s show and tells or governance calls, they may not need to do this. If they’re less familiar with the work, it can be useful for user research, design, and tech to have a call with the relevant panel member. This is a chance to provide context or share things you think will be useful for the panel to know.


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You can share work in progress, it doesn’t need to be finished. It just gives the panel an idea of how you work and what you’ve done so far.
You can share work in progress, it doesn’t need to be finished. It gives the panel an idea of how you work and what you’ve done so far.


### On the day 



How you want the peer review to run is for the team to agree with the panel. You could, for example, have a 45-minute show and tell, followed by sections to cover the problem area, users, hypotheses and measures of success.



Agree a representative from each discipline who will present and answer questions. The rest of the team can attend to observe.



It's up to the team to decide whether you have questions throughout, or at the end. Discuss this with the panel in advance.


### After the alpha or beta peer review



The panel will meet after the peer review to discuss observations.

They'll complete the report and share it with the team within 7 working days.


The report will include what the team has done well and recommendations that consider the [14 points of the GOV.UK Service Standard](https://apply-the-service-standard.education.gov.uk/service-standard).
The report will include what the team has done well and recommendations that consider the [14 points of the Service Standard](https://apply-the-service-standard.education.gov.uk/service-standard).

Go to [your peer review report](/service-assessments/peer-review-report) for details about receiving a report and acting on recommendations.

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4 changes: 2 additions & 2 deletions app/views/service-assessments/assessments.html
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{% set selectedNav = "Service assessments" %}
{% set pageName = "Service assessments" %}
{% set pageDescription = "What services need to have an assessment, who's on the panel and the outcome for teams"%}
{% set pageDescription = "Which services need to be assessed, types of assessment panels and the outcome for teams"%}


{% block content %}
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You should request a service assessment at least 5 weeks in advance so that the service assessment plus team has time to arrange an assessor panel.

If you’re in discovery, you should book a [discovery peer review](/service-assurance/discovery-peer-review). This will help the team to understand what the problem is, priorities and whether to move into alpha.
If you’re in discovery, you should book a [discovery peer review](/service-assessments/discovery-peer-review). This will help the team to understand what the problem is, priorities and whether to move into alpha.

[Book a service assessment](/book).

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If the team has not yet reached a decision on next steps, the report will give feedback and recommendations based on the evidence shared at the peer review.

You should aim to complete the discovery peer review report within 3 days.

### For alpha and beta peer reviews

The report should document what the team has done well and what the team could improve. You can use the [Service Standard](https://apply-the-service-standard.education.gov.uk/service-standard) as a guide to provide recommendations.
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Once the panel is happy with the notes, add them to the final report in the service. This is usually done by the lead assessor, but the panel can add their findings individually.

You should aim to complete the alpha or beta peer review report within 7 days.


## Submit the report

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### Red rating

This replaces the previous rating of ‘not met’.

If any of the standards receives a red rating, the overall outcome of the assessment will be red.

The service must be reassessed against the points of the Standard that are rated red at this assessment.
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### Amber rating

Services that receive any amber ratings will be able to move into the next phase.
This also replaces the previous rating of ‘not met’, or ‘met with conditions’ that has been used in DfE.

Services that receive any amber ratings for a standard will be able to move into the next phase.

However, they must address these points within a 3-month timeframe.

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### Green rating

This replaces the ‘met’ rating.

Services that receive green ratings for all 14 Service Standard points can progress into the next phase.

### Add details to red or amber-rated standards
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Once you've added your notes and ratings, you may want to meet again as a panel, to review the completed report before submitting it.

You should aim to complete the report within 7 days.



## What happens after the report is submitted



The DfE service assessment plus team will share the report with the service team.



If the team accepts the report and there are actions they need to take before their next assessment, they may be in touch with the panel. This could mean having a follow-up call, or advice on a workshop, depending on the actions that need addressing.



If the team challenge the report or ask for clarification for any of the points made, they should speak to the DfE service assessment plus team. Who will then set up a meeting with the assessor panel.


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4 changes: 2 additions & 2 deletions app/views/service-assessments/discovery-peer-review.html
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{% extends "layouts/content-with-sidenav.html" %}

{% set selectedNav = "Service assessments" %}
{% set pageName = "Discovery peer review" %}
{% set pageName = "Discovery peer reviews" %}
{% set pageDescription = "Why have a discovery peer review and how they can add value to your work"%}


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How you want the review to run is for you to agree with the panel. You could, for example, agree to have 45-minutes-to-an-hour show and tell, with the remaining time for questions and answers. You should aim to explore the problem space, the users and agree next steps.

See an [example agenda](/service-assurance/assess-discovery-peer-review/#example-review-agenda).
See an [example agenda](/service-assessments/run-peer-review#example-discovery-peer-review-agenda).



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4 changes: 2 additions & 2 deletions app/views/service-assessments/index.html
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You need a cross-government panel assessment if your service or product is:

- a transactional service with over 100,000 transactions, or
- a transactional service with over 100,000 transactions per year, or
- users are from more than one public sector organisation

The service assessment plus team will work with CDDO (Central Digital and Data Office) to arrange the panel from the cross-government assessor pool.
The service assessment plus team will work with CDDO (Central Digital and Data Office) to arrange the panel of cross-government assessors.


[Book a cross-government service assessment](mailto:[email protected]).
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8 changes: 4 additions & 4 deletions app/views/service-assessments/peer-review-report.html
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{% markdown %}

You'll receive an email up to 3 days after the peer review takes place with a link to the report.
You'll receive an email with a link to the report up to 7 days after the peer review.

The report will include what team has done well, plus recommendations for the team to explore. The panel will support the team with any recommendations made.
The report will include what team has done well, plus recommendations to explore. The panel will support the team with any recommendations made.

## Review recommendations as a team

If your peer review report has recommendations, you could:

- consider stopping work or revisiting the problem space, if in the discovery phase
- consider pausing work while the team address any recommendations, if in the alpha or beta phase
- escalate issues or problems to their senior responsible officer or senior leadership team
- escalate issues or problems to the senior responsible officer or senior leadership team
- contact the lead assessor or relevant head of profession for support to plan next steps
- plan how to demonstrate actioning recommendations at an alpha or beta assessment. [Apply the Service Standard in DfE](/) can help with this

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### To accept the report

If the team agree with what's written in the report, you can accept it on [your dashboard](/book) in the Service assessment service.
If the team agree with what's written, you can accept the report on [your dashboard](/book) in the Service assessment service.

### To challenge the report

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7 changes: 2 additions & 5 deletions app/views/service-assessments/service-assessment-report.html
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{% set pageName = "Your service assessment report" %}
{% set pageDescription = "The outcome of a service assessment and what the RAG (red, amber, green) rating means"%}



{% block content %}

{% markdown %}


You'll receive an email up to 7 days after the assessment takes place with a link to the report.
You'll receive an email with a link to the report up to 7 days after the assessment.

## What to expect in a report

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## What happens next

Once you've accepted the report, it will automatically be published in the reports section (link to report section) in the service.
Once you've accepted the report, it will automatically be published in the [reports section](/reports) in the service.

After your assessment, you’ll receive a link to complete a survey and provide feedback to help us improve the assessment experience.

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8 changes: 5 additions & 3 deletions app/views/service-assessments/support-team.html
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{% set selectedNav = "Service assessments" %}
{% set pageName = "Support the team" %}
{% set pageDescription = "TK"%}

{% set pageDescription = "The role of assessors after the assessment"%}
takes pl


{% block content %}
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Assessors will be expected to support the team after the assessment to action any recommendations.

The lead assessor will mainly be responsible for overseeing this, but you may be contacted as an expert within your profession to support the team with specific tasks to meet amber-rated standards.
The lead assessor will mainly be responsible for overseeing this, their role will involve reviewing any actions taken if a service receives any amber-rated Service Standards.

If you are an assessor, you may be contacted as an expert within your profession to support the team with specific tasks to meet amber-rated standards.


{% endmarkdown %}
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