JR

Embedding strategy

Redesigning one service is a project; being able to redesign all of them is a capability

Installing in a public institution the mechanism that lets it improve its services continuously: identifying what is holding it back today, giving it governance and a budget, and defining the teams that keep it running.

This is work of my own design: design, coordination and support. It comes from having run the management of a public institution from the inside, where you learn that the obstacle is almost never a shortage of ideas.


What the problem is

Almost no public institution has a problem of ideas; what it has is a problem of enabling system. It knows what ought to be improved and cannot get a promising initiative through its own procedures.

When you measure the institutional maturity of a public organisation, the pattern that shows up is remarkably stable, and it fits in four words: connected outside, tied up inside. External connection is usually the strongest dimension; administrative agility is the weakest of all, by some distance.

That imbalance produces four specific effects, and all four can be dismantled:

Embedding with guarantees

The service starts only after measuring whether the institution is in a fit state, and it rests on firm, sustained foundations.

The result reads service by service and unit by unit, and it does two things: it decides where to start and it sets the baseline against which progress will be measured two years on. It also reveals which areas have not answered, which is usually as informative as what the rest answer.

The core team runs the process

The team makes sure the service innovation infrastructure combines three functions, and it fails if any one of the three is missing.

Which profiles hold it up

The point where these projects usually fall is not the design, it is the switching on. A lab with no named team ends up being a room people book for meetings.

The core team: five people

The number is not arbitrary. With fewer, the functions do not fit; with more, it can no longer be convened and becomes another committee.

The rule of the three owners

Every embedding project leaves with three names attached: a user owner, a service owner and a method owner. It is the rule that stops a good idea ending up on the wall, and it is the one that meets most resistance when it is proposed.

The annual programme

An embedding effort with no calendar of its own fills up with whatever other people ask of it. The programme combines open access, fixed activities and project cycles.

How it is done

Four phases across two years, with an explicit decision at the end of each on whether to continue, adjust or stop.

Where this service ends and the redesign one begins

Both work on services and they are worth keeping apart, because they are commissioned at different moments.

Service Redesign Lab

One specific service, eight weeks, one deliverable. It is commissioned when a service is causing trouble and has to be remade with the people who use it.

Embedding strategy

The capability to do that continuously and without outside consultants. It is commissioned once one redesign has been done and ten are wanted, or when the bottleneck is not a service but the institution's own agility.

The maturity diagnosis is what decides which one is due. If administrative agility comes out as a critical gap, starting with a redesign produces an impeccable diagnosis and nothing embedded: the redesign will get stuck at exactly the point the diagnosis warned about.

What makes it different

It starts by measuring, not by proposing

The maturity diagnosis may conclude that the time is not right. I would rather say so before charging for a lab than after opening one.

It goes at the conditions, not at the projects

The lever is not in running better improvement projects: it is in procedures, resources and competencies that let a promising project advance.

Five people and three owners per project

The two rules that separate a lab from another committee. They are agreed before launch and in writing.

It anticipates tokenism and blocks it

Inviting users to a workshop and then not letting them influence the decision destroys more trust than not inviting them. Participation gets into the framing of the problem and into the decision, or it does not get in at all.

The capability is installed, not lent

Training the institution's own facilitators is in phase 3, not at the end. The stated aim is that they run the second sprint.

What gets dropped is documented

A lab that only shows its successes does not generate institutional learning, it generates public relations.

Who it works for

How to commission it

What your organisation puts in

How it gets agreed

The scope and the terms are set in a conversation beforehand, based on the size of the institution, the number of services involved and how far you want to go. The maturity diagnosis can be commissioned separately, and it is what makes it possible to decide the rest with any judgement.

Let's talk about installing this capability in your institution
Joaquín Romero Roldán · Independent board advisor joaquinromero.com