From 55234fba593e315e49501d05708d0c41c57a6b7b Mon Sep 17 00:00:00 2001 From: Kerry Lyons Date: Wed, 6 Mar 2024 17:41:04 +0000 Subject: [PATCH] added teams content from step by step --- app/views/index.html | 2 +- .../actioning-recommendations.html | 127 +++++++++++++++- .../alpha-beta-peer-review.html | 136 +++++++++++++++++- .../service-assessments/assessments.html | 47 +++++- .../discovery-peer-review.html | 76 +++++++++- .../peer-review-report.html | 87 ++++++++++- app/views/service-assessments/process.html | 16 ++- .../service-assessment-report.html | 130 ++++++++++++++++- app/views/service-standard/index.html | 2 +- 9 files changed, 604 insertions(+), 19 deletions(-) diff --git a/app/views/index.html b/app/views/index.html index 9053180..fbcec3c 100644 --- a/app/views/index.html +++ b/app/views/index.html @@ -3,7 +3,7 @@ {% set selectedNav = "Service Standard" %} {% set pageName = "Homepage" %} {% set seoPageName = "Homepage" %} -{% set pageDescription = "Guidance and information for how to apply the Government Service Standard to design and build +{% set pageDescription = "Guidance and information for how to apply the GOV.UK Service Standard to design and build accessible, usable and understandable services in the Department for Education."%} {% set selectedNav = "Service Standard" %} diff --git a/app/views/service-assessments/actioning-recommendations.html b/app/views/service-assessments/actioning-recommendations.html index 2e1970d..639fbe2 100644 --- a/app/views/service-assessments/actioning-recommendations.html +++ b/app/views/service-assessments/actioning-recommendations.html @@ -2,7 +2,7 @@ {% set selectedNav = "Service assessments" %} {% set pageName = "Actioning recommendations" %} -{% set pageDescription = "TK"%} +{% set pageDescription = "How to action recommendations in a peer review or service assessment report"%} @@ -10,9 +10,132 @@ {% markdown %} +## Manage actions in a peer review report -TK +The peer review report will contain observations and recommendations from the panel. The panel will support the team with any recommendations made. +The report will also contain a RAG (red, amber, green) rating as part of the outcome. + + + +### If a peer review gets a red rating + +Depending on the concerns or recommendations, the team could: + +- consider stopping the discovery, if in the discovery phase + +- consider pausing work while the team address any actions or recommendations, if in the alpha or beta phase + +- escalate issues or problems to their senior responsible officer or senior leadership team + +- contact the lead assessor or relevant head of profession for support to plan next steps + + + +### If a peer review gets an amber rating + +Depending on the concerns or recommendations, the team could: + +- revisit the problem the work is aiming to understand, if in discovery + +- contact the lead assessor or relevant head of profession for support + +- plan how to demonstrate actioning recommendations at an alpha or beta assessment. [Apply the Service Standard in DfE](/) can help with this + + + +### If a peer review gets a green rating + +The team is on the right track. Follow the [Service Standard](/) and think about the next phase of delivery. + +## Manage actions in a service assessment report + + + +Actions in a service assessment report are things the team must do to help the service meet the [Service Standard](https://apply-the-service-standard.education.gov.uk/service-standard). + + + +If your assessment report contains amber or red-rated standards, there will also be a list of actions for the team. + + + +The assessor panel and heads of profession in DfE will support teams to complete any actions. + + + +### If a standard is rated red + + + +If your service has any red-rated standards, you’ll need to book a reassessment. + + + +You should: + + + +- complete any actions before moving forward + +- review the actions as a team + +- go back to the assessor panel with any specific questions + +- prioritise actions in sprint planning + +- book a reassessment + +- demonstrate, with support of the panel and heads of profession, how you've met the standard + + + +At reassessment, the assessors will listen to the team talk through the actions they’ve resolved. + + + +You'll then get a new report with outcomes for standards that have been reassessed. + + + +### If a standard is rated amber + + + +If your service has any amber-rated standards, you can continue to the next phase but will need to resolve any actions within 3 months. + + + +You should: + + + +- review the actions as a team + +- build actions into sprint planning + +- involve heads of profession or profession leads to address actions + +- book your next assessment + +- demonstrate how you’ve resolved the actions before your next assessment + + + +If you have amber actions that you're unable to resolve before your next assessment, work with the assessors, heads of profession, or profession leads to demonstrate how you'll either mitigate the action or resolve it in the future. + + + +For example, an amber rating for an issue that you know you cannot resolve by your next assessment, but will add to your roadmap, ready for the next iteration. + + ### If a standard is rated green + +There will be no actions for the team to take. The team is on the right track. + + +## If the team want to challenge the report + +Email the service assessment plus team at [serviceassessment.plus@education.gov.uk](mailto:serviceassessment.plus@education.gov.uk) to arrange next steps. They'll set up a meeting with the panel so that you can talk through the report. {% endmarkdown %} diff --git a/app/views/service-assessments/alpha-beta-peer-review.html b/app/views/service-assessments/alpha-beta-peer-review.html index cb9a181..4417dce 100644 --- a/app/views/service-assessments/alpha-beta-peer-review.html +++ b/app/views/service-assessments/alpha-beta-peer-review.html @@ -1,8 +1,8 @@ {% extends "layouts/content-with-sidenav.html" %} {% set selectedNav = "Service assessments" %} -{% set pageName = "Assessments" %} -{% set pageDescription = "TK"%} +{% set pageName = "Alpha and beta peer reviews" %} +{% set pageDescription = "Why have an alpha or beta peer review and how they can add value to your service or product"%} @@ -11,7 +11,137 @@ {% markdown %} -TK +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. + + + +## Outcome of an 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). + + + +You’ll also receive a more detailed report within 7 working days. This will include what the team has done well and recommendations. + + + +## 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. + + + +## 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. + + + +Share any related artefacts with the panel. + + + +This could include journey maps, user needs, personas, JIRA or Trello boards, design histories, prototypes, and roadmaps. + + + +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. + + +### 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 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). + + + + + + {% endmarkdown %} diff --git a/app/views/service-assessments/assessments.html b/app/views/service-assessments/assessments.html index 256b4e9..ffca765 100644 --- a/app/views/service-assessments/assessments.html +++ b/app/views/service-assessments/assessments.html @@ -1,17 +1,56 @@ {% extends "layouts/content-with-sidenav.html" %} {% set selectedNav = "Service assessments" %} -{% set pageName = "Alpha and beta peer review" %} -{% set pageDescription = "TK"%} - +{% set pageName = "Service assessments" %} +{% set pageDescription = "What services need to have an assessment, who's on the panel and the outcome for teams"%} {% block content %} {% markdown %} +A service assessment measures a service against the [14 points of the GOV.UK Service Standard](/service-standard). It's a space for service teams to get expert advice from a panel of specialists. + + +## Why have one + + +All transactional services need to have an assessment. Getting assessed is a condition of your cabinet office spend approval. + +Read the guidance for [what counts as a transactional service](https://www.gov.uk/service-manual/service-assessments/check-if-need-to-meet-service-standard#what-counts-as-a-transactional-service). + + +## When to book a service assessment + +Service assessments happen at the end of alpha, private and public beta and live phases. + +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. + + [Book a service assessment](/book). + +## Cross-government panel assessment + +If your service has over 100,000 transactions per year or users are from more than one government department, the panel will consist of cross-government assessors. + +Some non-transactional services may also need to be assessed by a cross-government panel. The service assessment plus team can advise on this when you book your assessment. + + + +## DfE panel assessment + +If your service has under 100,000 transactions per year, the panel will consist of DfE assessors. + +If your service is non-transactional, it could have a [peer review](/service-assessments/alpha-beta-peer-review). + + +## Outcome of 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. + +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. -TK {% endmarkdown %} diff --git a/app/views/service-assessments/discovery-peer-review.html b/app/views/service-assessments/discovery-peer-review.html index e95f14e..2b49930 100644 --- a/app/views/service-assessments/discovery-peer-review.html +++ b/app/views/service-assessments/discovery-peer-review.html @@ -2,7 +2,7 @@ {% set selectedNav = "Service assessments" %} {% set pageName = "Discovery peer review" %} -{% set pageDescription = "TK"%} +{% set pageDescription = "Why have a discovery peer review and how they can add value to your work"%} @@ -11,7 +11,79 @@ {% markdown %} -TK +A discovery peer review is a 2-hour informal review of a team's work in the [discovery phase](https://www.gov.uk/service-manual/agile-delivery/how-the-discovery-phase-works). + + + +It's a way to get feedback and recommendations at the end of this phase. All discoveries in DfE are required to have one. + + + +It's not an assessment. There are no assessments at discovery. + + + +[Book a discovery peer review.](/book) + + + +## Why have one + + + +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 a [RAG (red, amber or green) rating](/service-assessments/peer-review-report#peer-review-rag-ratings), 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. + + {% endmarkdown %} diff --git a/app/views/service-assessments/peer-review-report.html b/app/views/service-assessments/peer-review-report.html index a5d3e15..8959629 100644 --- a/app/views/service-assessments/peer-review-report.html +++ b/app/views/service-assessments/peer-review-report.html @@ -1,8 +1,8 @@ {% extends "layouts/content-with-sidenav.html" %} {% set selectedNav = "Service assessments" %} -{% set pageName = "Peer review report" %} -{% set pageDescription = "TK"%} +{% set pageName = "Your peer review report" %} +{% set pageDescription = "The outcome of a peer review and what the RAG (red, amber, green) rating means"%} @@ -10,8 +10,89 @@ {% markdown %} +You'll receive an email up to 3 days after the peer review takes place with a link to the report. -TK + + +## What to expect in a report + +The report will contain 3 sections. + + + +This includes what the panel was impressed with and what team has done well. Plus, recommendations for the team to explore. + + + +It will also provide a [RAG (red, amber, green) rating](/service-assessments/peer-review-report#peer-review-rag-rating-description) for the service or work the team has done, with a description of what this means. This can include specific recommendations the team needs to action. + + + +## Peer review RAG ratings + + + +### Red + +There are serious concerns or recommendations the team should address before continuing. + +The team may want to consider escalating issues or problems to their senior responsible officer or senior leadership team. + +If the team are in discovery, they might want to consider stopping at this point. + +If the team are in alpha or beta, they might want to pause work while they address any concerns or recommendations. + + + +### Amber + +There are some recommendations. + +If the team are in discovery, at this point, they may want to look at whether or not they continue or revisit the purpose of the discovery. This may result in running another discovery or evidencing improvements in an alpha assessment. + +If the team are in alpha or beta, at this point, they may want to look to build in any recommendations to the next phase of the service. + +### Green + +The team is on the right track. + + + +There will be no actions recorded in the report. + + + +## Accept or challenge the report + +Once you've read the report, the product or delivery manager has 10 working days to accept or challenge it. + + + +### 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. + + + +### To challenge the report + +Arrange next steps and email the service assessment plus team at [serviceassessment.plus@education.gov.uk](mailto:serviceassessment.plus@education.gov.uk). + + + +They'll set up a meeting for the team with the panel. You'll agree any changes to the report with the panel before you accept it. + + + +## What happens next + +Once the report has been accepted, it will automatically be published in the [reports section](/reports/) of the service. The team can then follow any recommendations and next steps. + + + +Depending on the outcome, the team may be asked to provide evidence of any actions they've taken to implement recommendations. + + {% endmarkdown %} diff --git a/app/views/service-assessments/process.html b/app/views/service-assessments/process.html index bf84b35..7722f87 100644 --- a/app/views/service-assessments/process.html +++ b/app/views/service-assessments/process.html @@ -10,8 +10,22 @@ {% markdown %} +[DRAFT - HOLD] -TK + +### Guidance for volunteer panel + + + +You’ll need to make time to read any artefacts shared in advance. Plus, time for the peer review itself. + + + +Similar to a service assessment, it's the lead assessor's responsibility to manage the agenda and timings, then review and share the report. + + + +You’ll write a report with the rest of the panel, documenting what the team has done well and what the team need to explore. {% endmarkdown %} diff --git a/app/views/service-assessments/service-assessment-report.html b/app/views/service-assessments/service-assessment-report.html index aa018ab..f850271 100644 --- a/app/views/service-assessments/service-assessment-report.html +++ b/app/views/service-assessments/service-assessment-report.html @@ -2,7 +2,7 @@ {% set selectedNav = "Service assessments" %} {% set pageName = "Service assessment report" %} -{% set pageDescription = "TK"%} +{% set pageDescription = "The outcome of a service assessment and what the RAG (red, amber, green) rating means"%} @@ -11,7 +11,133 @@ {% markdown %} -TK +You'll receive an email up to 7 days after the assessment takes place with a link to the report. + +## What to expect in a report + + + +The previous ‘met’ and ‘not met’ outcomes have been replaced with a new [RAG (red, amber, green) rating](/service-assessments/service-assessment-report#assessment-report-rag-status-descriptions). + + + +The overall service and each of the [14 Service Standard points](https://apply-the-service-standard.education.gov.uk/service-standard) will be given a RAG rating. + + + +Assessors will take into account the context the team are working in and will evaluate the [Service Standards](https://apply-the-service-standard.education.gov.uk/service-standard) in a proportionate way. + + + +If any of the standards are given a red or amber rating, there will also be a [list of actions for the team](/service-assessments/actioning-recommendations). + + + +## Service assessment RAG ratings + + + +### Red + + + +This replaces the previous rating of ‘not met’. + +For the service to continue to the next phase, it must meet the [Service Standard](https://www.gov.uk/service-manual/service-standard). + + + +You’ll be given a list of actions in the report to be reassessed against any points that have been rated red. + + + +### Amber + + + +This also replaces the previous rating of ‘not met’, or ‘met with conditions’ that has been used in DfE. + + + +If you receive an amber rating, you can move into the next phase of delivery. + + + +You’ll be given a list of actions in the report for any standards rated amber. You should address these actions within 3 months. + + + +All amber-rated actions should be addressed before you book your next service assessment. + + + +### Green + + + +This replaces the ‘met’ rating. Services that receive green ratings for all 14 Service Standard points can progress to the next phase. + + + +There will be no actions recorded in the report. + + + +## Accept or challenge the report + + + +Once you've read the report, the product or delivery manager has 10 working days to accept or challenge it. + + + +### To accept the report + + + +If the team agrees with what's written in the report, you can accept it on [your dashboard](/book) in the Service assessment service. + + + +### To challenge the report + + + +Email the service assessment plus team at serviceassessment.plus@education.gov.uk to arrange next steps. + + + +They'll set up a meeting for the team with the panel. You'll need to agree any changes to the report with the panel before you accept the outcome. + + + +## When to get reassessed + + + +If your service receives a red rating for any of the standards, it will need to be reassessed against those points. + + + +For any standards that are rated red, the team will need to: + +
    + +
  1. Focus on resolving the actions.
  2. + +
  3. Book a reassessment.
  4. + +
  5. Evidence how they've resolved actions to meet the Service Standard.
  6. + +
+ + + +## 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. + +After your assessment, you’ll receive a link to complete a survey and provide feedback to help us improve the assessment experience. {% endmarkdown %} diff --git a/app/views/service-standard/index.html b/app/views/service-standard/index.html index 3dfbe90..17f8ac8 100644 --- a/app/views/service-standard/index.html +++ b/app/views/service-standard/index.html @@ -3,7 +3,7 @@ {% set selectedNav = "Service Standard" %} {% set pageName = "The Service Standard" %} {% set seoPageName = "The 14 point Service Standard" %} -{% set pageDescription = "Guidance and information for how to apply the Government Service Standard to design and build accessible, usable and understandable services in the Department for Education."%} +{% set pageDescription = "Guidance and information for how to apply the GOV.UK Service Standard to design and build accessible, usable and understandable services in the Department for Education."%} {% set selectedNav = "Service Standard" %} {% set standards = [