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all guidance interated to remove reference to alpha and beta peer rev…
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kerryalyons committed Mar 27, 2024
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11 changes: 1 addition & 10 deletions app/views/includes/_side-nav.html
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name: "Discovery peer reviews",
url: "/service-assessments/discovery-peer-review"
},{
name: "Alpha and beta peer reviews",
url: "/service-assessments/alpha-beta-peer-review"
},{
name: "Your peer review report",
url: "/service-assessments/peer-review-report"
},{
name: "Service assessments",
url: "/service-assessments/assessments"
},{
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{% set assessors = [
{
name: "Run a peer review",
name: "Run a discovery peer review",
url: "/service-assessments/run-peer-review"
},{
name: "Complete a peer review report",
url: "/service-assessments/complete-peer-review-report"
},{
name: "Run a service assessment",
url: "/service-assessments/run-service-assessment"
},{
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37 changes: 29 additions & 8 deletions app/views/service-assessments/assessments.html
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{% set selectedNav = "Service assessments" %}
{% set pageName = "Service assessments" %}
{% set pageDescription = "Which services need to be assessed, types of assessment panels and the outcome for teams"%}
{% set pageDescription = "What a service assessment is, types of assessment panels and the outcome for teams"%}


{% block content %}
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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.

They're usually 4 hours long and take place on Tuesdays, Wednesdays, or Thursdays.



## Why have one


All transactional services need to have an assessment. Getting assessed is a condition of your cabinet office spend approval.
All 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).

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## 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).

If your service has under 100,000 transactions per year, is non-transactional, or is an information service, the panel will consist of DfE assessors.

## What to prepare for a service assessment

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.
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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.
### Example assessment agenda

You should agree in the pre-call with the assessors how the session will run.

An example agenda might look like this:

| Time | Action |
|------------------|----------------------------|
| 5 to 10 minutes | Introductions and housekeeping |
| 50 minutes | Team show and tell |
| 50 minutes | User research |
| 10 minutes | Break |
| 45 minutes | Design |
| 20 minutes | Team and governance |
| 25 minutes | Tech |
| 20 minutes | Performance |
| 10 minutes | Wrap up and next steps |

### During an assessment

Assessors will review the work of a service team in a [proportionate way](https://www.gov.uk/service-manual/service-assessments/check-if-need-to-meet-service-standard#adapting-the-service-standard) against the Service Standard.

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.
They will take into account the context the team are working in and ask questions to support the team in demonstrating why they’ve built what they've and how they’ve met the standard.

### After the assessment

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33 changes: 12 additions & 21 deletions app/views/service-assessments/complete-peer-review-report.html
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@@ -1,47 +1,38 @@
{% extends "layouts/content-with-sidenav.html" %}

{% set selectedNav = "Service assessments" %}
{% set pageName = "Complete a peer review report" %}
{% set pageDescription = "How to complete a peer review report, what to consider and what happens after the report is submitted"%}
{% set pageName = "Complete a discovery peer review report" %}
{% set pageDescription = "How to complete a discovery peer review report, what to consider and what happens after the report is submitted"%}



{% block content %}

{% markdown %}

During the peer review, work together with the rest of the panel to gather your findings and recommendations.
The report should aim to conclude whether the team has understood the problem space and priorities for next steps following the end of discovery.

Do this in a way that suits you. For example, use a shared Word doc or the panel chat in Slack.
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.

## Draft the report

### For discovery peer reviews

During the peer review, consider the practical tips in [Apply the Service Standard in DfE](https://apply-the-service-standard.education.gov.uk/service-standard) against standards 1 to 7 in the discovery phase. This will help you understand if the team has done what they need to do to mark the end of discovery.
During the discovery peer review, consider the practical tips in [Apply the Service Standard in DfE](https://apply-the-service-standard.education.gov.uk/service-standard) against standards 1 to 7 in the discovery phase. This will help you understand if the team has done what they need to do to mark the end of discovery.

Although a team in discovery won't yet have made tech choices, they should, if relevant, show an understanding of existing options.

Make sure you consider feedback on the positive aspects of the discovery too, not only on recommendations on what to improve.

The report should aim to conclude whether the team has understood the problem space and priorities for next steps following the end of discovery.
Acknowledge any constraints or business requirements the team is working to.

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.
### Include what the team has done well

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.

Think about how the report can support the team to either explore things further or move into the next phase.
Make sure you consider feedback on the positive aspects of the discovery too, not only on recommendations on what to improve.

Acknowledge any constraints or business requirements the team is working to.
Work together with the rest of the panel to gather your findings and recommendations.

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.
Do this in a way that suits you. For example, use a shared Word doc or the panel chat in Slack.

You should aim to complete the alpha or beta peer review report within 7 days.
Once the panel is happy with the notes, add them to the final report in the service. This is usually done by the lead assesor, but the panel can add their findings individually.

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

## Submit the report

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60 changes: 36 additions & 24 deletions app/views/service-assessments/discovery-peer-review.html
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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 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.
You should request this at least 5 weeks in advance so the service assessment plus team has time to arrange a panel.

## What to prepare for a discovery peer review

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### 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.
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

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



### After the discovery peer review

The panel will meet after the peer review to discuss observations.
The panel will meet 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).
## Your discovery peer review report
You'll receive an email with a link to the report up to 7 days after the discovery peer review.

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

The panel will support the team with any recommendations made.

### Review recommendations as a team

If your report has recommendations, you could:

- consider stopping work or revisiting the problem space
- 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

### 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, you can accept the report on [your dashboard](/book) in the Service assessment service.

### To challenge the report

Arrange next steps and email the service assessment plus team at [[email protected]](mailto:[email protected]).

The assessor panel will support the team with any recommendations made.
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.

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



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25 changes: 14 additions & 11 deletions app/views/service-assessments/index.html
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{% markdown %}

All services need to have a service assessment. Getting assessed is a condition of your Cabinet Office
In DfE, all services need to have a service assessment. Getting assessed is a condition of your Cabinet Office
spend approval.

This includes:

- non-transactional
- transactional, and
- transactional
- non-transactional, and
- information services

Service assessments happen at the end of alpha, private beta and public beta phases. If you are in the discovery phase,
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## DfE panel service assessment

You need a DfE panel assessment if your service or product is transactional and will have less than 100,000 transactions per year.
You need a DfE panel assessment if your service or product is:

- transactional and will have less than 100,000 transactions per year
- non-transactional
- an information service

The panel will be made up of people from across professions in DfE.

Book a DfE panel service assessment by emailing the <a href="mailto:[email protected]">service assessment plus team</a>.

## Peer reviews

You need a peer review if your service or product is:
You need an end-of-phase peer review if your service or product is in the discovery phase

- in the discovery phase
- a non-transactional service, for example a guidance or information service

The outcome of a peer review will be a report sharing what the team has done well and what they need to improve.
The outcome of a discovery peer review will be a report sharing what the team has done well and what they need to improve.

However, you can choose to have a DfE panel service assessment if you think your service will benefit from being assessed more formally against the [Service Standard](/service-standard).
Book a discovery peer review by emailing the <a href="mailto:[email protected]">service assessment plus team</a>.

If you would like a mid-phase peer review at the alpha or beta phase, you can arrange one as a team with DDaT colleagues.

Book a peer review by emailing the <a href="mailto:[email protected]">service assessment plus team</a>.
They can be a useful way to get feedback and recommendations as you prepare for a service assessment.

{% endmarkdown %}

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11 changes: 5 additions & 6 deletions app/views/service-assessments/peer-review-report.html
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@@ -1,25 +1,24 @@
{% extends "layouts/content-with-sidenav.html" %}

{% set selectedNav = "Service assessments" %}
{% set pageName = "Your peer review report" %}
{% set pageDescription = "The outcome of a peer review and next steps for the team"%}
{% set pageName = "Your discovery peer review report" %}
{% set pageDescription = "The outcome of a discovery peer review and next steps for the team"%}



{% block content %}

{% markdown %}

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

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:
If your discovery 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
- consider stopping work or revisiting the problem space
- 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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