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kerryalyons committed Mar 13, 2024
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2 changes: 1 addition & 1 deletion app/views/includes/_side-nav.html
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{% set feedback = [
{
name: "Give feedback on the process",
name: "Give feedback on the assessment process",
url: "/service-assessments/survey"
}
]%}
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22 changes: 5 additions & 17 deletions app/views/service-assessments/alpha-beta-peer-review.html
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It's up to the team to decide whether you have questions throughout, or at the end. Discuss this with the panel in advance.


## Outcome of an alpha or beta peer review/After the alpha or beta peer review
### After the alpha or beta peer review



You’ll have a conversation with the panel about how the service is currently meeting [the Service Standard](https://apply-the-service-standard.education.gov.uk/service-standard).
The panel will meet after the peer review to discuss observations.



You’ll also receive a more detailed report within 7 working days. This will include what the team has done well and recommendations.

### After the alpha or beta peer review


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

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 contain feedback 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 GOV.UK 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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43 changes: 39 additions & 4 deletions app/views/service-assessments/assessments.html
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If your service is non-transactional, it could have a [peer review](/service-assessments/alpha-beta-peer-review).


## Outcome of a service assessment
## What to prepare for a service assessment

You'll receive an overall [RAG (red, amber or green) rating](/service-assessments/service-assessment-report#service-assessment-rag-rating-descriptions) for the assessment within 4 working days.
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'll then receive a detailed report within 7 working days. Go to [your service assessment report](/service-assessments/service-assessment-report) for report details and how to act on recommendations.
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/service-standard) to help you prepare.

## What to expect during a service assessment

### After you request an assessment

You'll receive an email with next steps. This includes how to share links to artefacts for the panel to read. For example, strategy docs, Lucid boards, design histories, or slide decks.

You can add links to work in progress, to give the panel an idea of what you've done so far.

### One to 2 days before

The team will have a Teams call with the panel. This is a chance for everyone to meet and agree on what will happen during the assessment.

For larger projects, user research, design, and tech will also have pre-assessment calls with the relevant assessors.

### On the day

Service assessments are usually 4 hours but can vary. Some services may need less time, whereas larger services may need more. You can discuss your needs with the service assessment plus team as part of booking.

Someone from each discipline within the team should attend. It can be of value for the rest of the team to attend as silent observers.

The panel usually includes a user researcher, designer (depending on the service, this could be content, interaction, or service design), tech assessor, and product or delivery manager.

There may also be silent observers from DfE or cross-government for learning and development opportunities.

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

It's up to the team to decide whether you have questions throughout or at the end of the assessment. You can discuss this with the panel on the pre-assessment call.

### After the assessment

You'll receive a detailed report within 7 working days.

The report will include an overall [RAG (red, amber, green) rating](/service-assessments/service-assessment-report#service-assessment-rag-ratings) for the service, plus a RAG rating for each of the [14 points of the Service Standard](https://apply-the-service-standard.education.gov.uk/service-standard), feedback and any actions.

Go to [your service assessment report](/service-assessments/service-assessment-report#assessment-report-rag-ratings) for report details and how to act on recommendations.

{% endmarkdown %}

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59 changes: 6 additions & 53 deletions app/views/service-assessments/complete-service-assessment-report.html
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{% markdown %}

As a trained assessor, when writing the report you'll consider each of the [Service Standard points](https://apply-the-service-standard.education.gov.uk/service-standard) and give a [RAG (red, amber, green) rating](/service-assessments/service-assessment-report#service-assessment-rag-rating-descriptions) against each one.
As a trained assessor, when writing the report you'll consider each of the [Service Standard points](https://apply-the-service-standard.education.gov.uk/service-standard) and give a [RAG (red, amber, green) rating](/service-assessments/complete-service-assessment-report#give-the-service-a-rating-for-each-service-standard) against each one.



Each profession will lead on different standards. Asessors may have a view on all 14 standards, but specialist roles will lead on certain ones. For example, standard 1 should be led by user research, and standard 12 by architects and developers.
Each profession will lead on different standards.


Asessors may have a view on all 14 standards, but specialist roles will lead on certain ones. For example, standard 1 should be led by user research, and standard 12 by architects and developers.

You should always take into account the context the team are working in and evaluate the [Service Standards](https://apply-the-service-standard.education.gov.uk/service-standard) in a proportionate way.



You'll detail any actions that the team must take, where a red or amber rating is given against a standard.



The report should also include an overall rating for the service, for how it’s currently meeting the [Service Standard]((https://apply-the-service-standard.education.gov.uk/service-standard). The panel should work together to consider this, but it's the lead assessor’s responsibility to finalise the overall rating.
The report should also include an [overall rating](/service-assessments/complete-service-assessment-report#give-the-service-a-rating-for-each-service-standard) for the service, for how it’s currently meeting the [Service Standard]((https://apply-the-service-standard.education.gov.uk/service-standard). The panel should work together to consider this, but it's the lead assessor’s responsibility to finalise the overall rating.



## Draft the report



During the assessment, work with the other assessors on the panel to gather your findings for each of the [14 Service Standard points](https://apply-the-service-standard.education.gov.uk/service-standard), and provide any actions for the team.



Do this in a way that suits you. Before adding your final notes to the report. For example, in a Word doc or the panel chat in Slack.


You could also add comments directly to the report in the service assessment service during the assessment.

You could also add comments directly to the report in the service assessment service during the assessment. It will be the lead assessor’s responsibility to add the overall rating, review the report and submit it to the service assessment plus team. They'll then forward it on to the service team.


It will be the lead assessor’s responsibility to add the overall rating, review the report and submit it to the service assessment plus team. They'll then forward it on to the service team.

## Give the service a rating for each Service Standard



Following recent changes to [CDDO (Central Digital and Data Office)](https://www.gov.uk/government/organisations/central-digital-and-data-office) policy for service assessments, services will be given either a RAG rating for each of the [14 Service Standard points](https://apply-the-service-standard.education.gov.uk/service-standard).



Plus, you'll also provide an overall rating for the service. This replaces using ‘met’ or ‘not met’.



If a service receives 1 amber-or-red-rated standard, this means the overall outcome with be amber or red.



### Red rating



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.



In order for the service to continue to the next phase, it must meet the Standard and get CDDO spend approvals.



### Amber rating



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



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



All amber recommendations must be addressed before booking the next assessment.



### Green 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



For red or amber-rated standards, you will need to list things that the team have not demonstrated.



For any standards rated red, the team will need to be reassessed against those standards and demonstrate they've done this work.



If an action is rated amber, the team can continue to the next phase, but should complete the things they hadn't evidenced within 3 months of assessment.



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.


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72 changes: 10 additions & 62 deletions app/views/service-assessments/discovery-peer-review.html
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A discovery peer review will give reassurance to confirm whether you:



- have understood what the problem is and priorities for the team

- should move into the alpha phase



After the review, the team will get a report with practical recommendations, and advice. It will not result in a pass or fail. It will not stop a team from progressing.



But remember, if research shows that it's better to stop at the end of discovery, this is not a failure. The team will be saving time and money that could be better spent elsewhere.



### What a team gets out of having a review



If the assessors have recommendations for the team, these will be detailed in the report. The team can then decide on how they want to act on the recommendations. This could mean having a follow-up call or a workshop.



Use the report to the team's advantage. Communicate recommendations with stakeholders or use it to prepare for the next phase of delivery.



## When to book



When you start your discovery, you should plan to [book your peer review](/book) so that it happens near the end of discovery.



However, you should request this at least 5 weeks in advance so the service assessment plus team has time to arrange a panel.



## Outcome of a discovery peer review



You'll receive an email when the report is ready to read. This should happen around 3 days after the peer review takes place.



The assessor panel will support the team with any recommendations made. Go [your peer review report](/service-assessments/peer-review-report) for details about receiving a report and acting on recommendations.

## What to prepare for a discovery peer review
## What to prepare for a discovery peer review

Think about the best way to show the narrative of your discovery.



Include things like:



- how you've explored the problem space

- who are your users and their needs

- existing services that meet your users' needs

- any current user journeys

- any existing policy or solution constraints

- next steps to take



These pointers are taken from things teams should consider in the discovery phase for [standards 1 to 7](/service-standard). Show what you've done to explore these at your peer review.



<div class="govuk-inset-text"> What you show could be a mixture of sharing Lucid boards, docs, and sketches. It could include slides but it doesn't have to.</div>
These points are taken from things teams should consider in the discovery phase for [standards 1 to 7](/service-standard). Show what you've done to explore these at your peer review.


What you show could be a mixture of sharing Lucid boards, docs, and sketches. It could include slides but it doesn't have to.

## What to expect during a discovery peer review



### After you request the peer review



You'll receive an email with next steps. This includes how to share links to artefacts for the panel to read. For example, Lucid boards, docs, or slide decks. You can add links to work in progress; it doesn't need to be finished, it just gives the panel an idea of the discovery.



### One to 2 days before



The team will have a call with the panel. This is a chance for everyone to meet and agree on what will happen during the session.



### On the day



Discovery peer reviews are 2 hours. People who attend include members of the discovery team and a peer review panel. The panel usually includes a user researcher, designer, and product or delivery manager. There may also be silent observers for learning and development opportunities.



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).



### After the discovery peer review

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

They'll complete the report and share it with the team approximately 3 working days after the review takes place.

The report will include what the team has done well and recommendations that consider the first 7 points of the [Service Standard](https://apply-the-service-standard.education.gov.uk/service-standard).

They'll complete the report and share it with the team within 7 working days.
The assessor panel will support the team with any recommendations made.

The report will contain feedback and recommendations that consider the first 7 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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