innovation

Innovation Strategy: A Tool

2019-12-09 by cense

Innovation development and execution are highly affected by what kind of environment you operate in. For innovators in business, the public sector, and healthcare questions abound like:

How can we determine what kind of market — whether it’s products, services, and policies — do we want to focus on? What does innovation look like in each of these? How do we align who we are with what we want to do?

We have developed a new tool for helping you navigate the various markets you are in, could be or would like to be in. The tool is available by clicking on the link.

Blue Ocean Strategy Framework

One of the popular approaches to conceptualizing the domains of organizational strategy is the Blue Ocean strategic model developed by Chan Kim & Renée Mauborgne. The model distinguishes Red Ocean from Blue Ocean environments or marketplaces where businesses compete**.

(** or any organization seeking to differentiate itself in the marketplace of ideas and attention — it’s not just for profit-seeking ventures)

The Blue Ocean Strategy Framework presents a dichotomy between zones of competition and makes the distinction that organizations are either creating their own path or competing within existing contexts.

This dichotomy is useful for business but neglects much of the work that is done within social innovation and public sector innovation where there are spaces of co-creation and collaboration that exist with and among partners by design and necessity. In these areas the need to work together across contexts and often in ‘co-opetition‘ where organizations who might compete for resources at one moment might also rely on those others to succeed.

To help understand this we’ve developed a useful framework (or canvas, when used as a tool) for considering two additional areas to address when developing a strategy. This framework — presented visually below — introduces two new zones of strategy that complement the red/blue ocean strategy.

Beyond Oceans

The two additional zones include the Green Forest and an interstitial area akin to the Gulf Stream or Atlantic Drift ocean currents that carry water from both zones, greatly influence the climate beyond them and provide a unique ecosystem between them.

The Green Forest is an environment that feeds off the ocean and the nutrients from the currents. It’s those areas of collaborative innovation where no single organization can create a true difference on its own and where there might not even be an advantage to doing so.

Organizations might operate in many different areas depending on their size and configuration, however, the projects and work that is done and the strategy required to generate it might require the kind of mapping and zonal ‘marking’ that allows it to avoid confusion and discover the needs and challenges it faces more effectively.

Consider using this model in your work. None of these are ‘good’ or ‘bad’ rather they describe environments and contexts of strategy that can guide your innovation development and deployment. Knowing what environment you are working within allows your organization to better strategically align its planning, resources, and operations to suit that context and succeed.

Note: Are you interested in exploring different strategic domains and want some help applying this framework to your organization? Contact us and we’ll show you navigating these different terrains can help you see more and do more in your organization than you ever thought possible.

Photo by Aviv Ben Or on Unsplash and by Fezbot2000 on Unsplash

Innovation: Why Starting Points Matter

2019-09-24 by cense

If you’re looking to measure some form of progress or impact connected to your innovation (a product, service, or policy) then paying attention to the starting point is critical.

Evaluators call this a baseline and it’s maybe the most important line you can draw. A baseline is really the point of comparison for all you do. When speaking about improvements or change, this is the point you refer to when making those claims.

For something so important, it’s remarkable how few organizations capture baselines well. Let’s look at what it means and how you can do a better job of determining your innovation’s baseline.

Setting a baseline

An ideal baseline is set as far back from the present as possible at the start of your innovation journey. However, as many journeys have starts, stops, and tangents it might be that the start of the innovation journey actually ‘begins’ mid-way through a timeline.

If you are already started your innovation journey, the best time to set a baseline is now. It’s possible in some cases to use retrospective data (looking backward) to assess a baseline, however that can be fraught with certain biases that are unhelpful. If looking retrospectively, consider neutral data points like dates and times, concrete descriptions of product work, and use verifiable sources of data (e.g., work activities, prototypes, expenditures) to support that work.

When setting a baseline, there are some other tips we advise to enable you to capture the most possible useful data you can. If you are innovating in a human system, it’s possible that the innovation may have many effects that go beyond the most obvious so collecting the right data to capture these effects at the beginning is key.

List out the resources that have been assembled to develop the innovation such as people, space, and other capital (e.g. funds). These are your starting inputs into the project.
Gather a project plan or schedule of activities early to help determine what happens after the project begins. This will help determine where deviations from the plan take place, when, and help you trace back what happens if or when those changes take place to the strategy. Capturing deviations is critical because it helps you go back to see what adaptations you make at the end. Without this data, these activities might appear to be random or haphazard.
Capture cultural/environmental factors. Using the STEEP-V (Social, Technological, Economic, Environmental, Political, and Values) model is helpful in knowing what to pay attention to. One of our clients experienced a major, unexpected removal of funding due to rapidly changing political priorities of a government that was supporting their work. By capturing these broader situational variables you can place your innovation work in a context.
Document the state of your organization’s readiness and preparedness, which may also include an assessment of innovation readiness. Many innovations fail not out in the market, but within the design studio. Changes to organizational priorities, resources, and personnel can scupper, delay, or change the plans for an innovation. Capturing the state of the organization is an important point as it will allow you to see where things go off track or where they are enabled because of the organization.
Develop a project charter and theory of change. While a project may change direction many times, a baseline assessment can help you reflect the desired outcomes and original purpose of the innovation — which are quite likely to change over time. Having this in place can help explain what changes take place and what adaptations take place.

Baselines are the key point for making any claims of change, improvement, or transformation. They are the point where we say “in relation to what?” when speaking about change.

Give yourself some time and use the baseline assessment as a chance to spur reflective and strategic planning about your innovation. You will be grateful you did and amazed at the results later on.

If you’re interested in learning more about baseline development and its role in supporting innovation evaluation, contact us and we’ll gladly help.

Photo by Suad Kamardeen on Unsplash

Creating Design Pathways for Learning

2019-08-29 by cense

Capturing learning requires a focus on the journey, not end. Thinking like a designer can shape what we learn and how.

Learning is both a journey and a destination and it’s through recognizing this that we can better facilitate intentional, deliberative learning to support innovation and development. By approaching this journey through the lens of service design — as a design-driven evaluation — we can better design the data and insights that come from it to support learning.

What is learning?

Learning comes from perception, experience, feedback, and reflection. You first encounter something and perceive it with our senses (e.g., read, observe, hear, feel), experience something (e.g., movement, action, tension, emotion), which gives you feedback about the perception and experience that is synthesized through reflection (e.g., memory, comparison with related things, contemplation).

Evaluation is principally a tool for learning because it focuses our perception on things, monitors the experience, provides the feedback and can support reflection through offering a systematic, structured means to makes sense of what’s happened.

Evaluation is simply the means of answering the question “what happened?” in a systematic manner.

For those developing an innovation, looking to change, or seeking to improve the sustainability of our systems, answering ‘what happened?’ is the difference between real impact and nothing.

Mapping the journey with data

A journey map is a tool that is used in service design to help understand how service users (e.g., clients, customers, patients, students) might encounter the service and system to achieve a particular goal. These can be displayed visually with great artistry (see here for a beautiful example of the Indigenous cancer patient journey in BC) or simply with boxes and arrows.

It is one of many types of maps that can be created to illustrate the ways in which a user might navigate or approach a service, decision, or pathway to learning.

For innovators and evaluators, these tools present an opportunity to create touchpoints for data collection and deeper understanding of the service throughout. Too often, evaluation is focused on the endpoint or an overall assessment of the process without considering ways to embed opportunities to learn and support learning throughout a journey.

We feel this is a lost opportunity.

Without the opportunity to perceive, gain feedback, and reflect on what happens we are left with experience only, which isn’t a great teacher on its own and filled with many biases that can shift focus away from some of the causes and consequences associated with what’s happening. This is not to say that there isn’t bias in evaluation, yet what makes it different is that it is systematic and accounts for the biases in the design.

Service design meets evaluation

Design-driven evaluation is about integrating evaluation into the design of a program to create the means for developing systematic, structured feedback to support learning along a service journey. One of the simplest ways to do this is to build a layer of evaluation on the service journey map.

Consider a detailed service journey map like the one illustrating the patient journey map cited above. Along this windy, lengthy journey from pre-diagnosis to the end, there are many points where we can learn from the patient, providers, system administrators, and others associated with the health-seeking person that can inform our understanding of the program or system they are in.

By embedding structured (not rigid) data collection into the system we can better learn what’s happening — in both process and effects. Taking this approach offers us the following:

Identify activities and behaviours that take place throughout the journey.
Provides a lens on service through the perspective of a user. The same service could be modelled using a different perspective (e.g., caregiver, healthcare professional, health administrator).
Identifies the systems, processes, people, and relationships that a person goes through on the way through, by, or in spite of a service
Allows us to identify how data can fit into a larger narrative of a program or service and be used to support the delivery of that service.
Anchors potential data collection points to service transitions and activities to help identify areas of improvement, development, or unnecessary features.
Provides a visual means of mapping the structural, behavioural and social processes that underpin the program to test out the theory of change or logic model (does it hold up?).
Offers opportunities to explore alternative futures without changing the program (what happens if we did X instead of Y — how would that change the pathway?).

These are some of the ways in which taking a design-driven approach and using common methods from service design can improve or enhance our understanding of a program. Not a bad list, right? That’s just a start.

Try this out. Service design tools and thinking models coupled with evaluation can provide access to the enormous wealth of learning opportunities that exist within your programs. It helps you to uncover the real impact of your programs and innovation value hidden in plain sight.

To learn more about this approach to evaluation, innovation, and service design contact us. We’d love to help you improve what you do and get more value from all your hard work.

Photo by Lili Popper on Unsplash , Billy Pasco on Unsplash and Startaê Team on Unsplash . Thank you to these artists for making their work available for use.

Innovation Value Hidden in Plain Sight

2019-08-15 by cense

Evaluation is more than just a means to measure impact; it reveals hidden value within the innovation process and destination.

Evaluation is often considered to be something that is done to or of something when it is completed. This is the innovation’s destination. For some, evaluation is about understanding the process — what happens along the way to developing a product. This is innovation’s journey.

But what if there were products (and outcomes) in the journey? This is where evaluation can provide deep insight into the true value of innovation.

The reasons to consider bringing evaluation more fulsomely into the entire innovation process from end-to-end are many.

It increases your organization’s mindfulness about what it does, what it is doing, and what it seeks to achieve.
Through paying attention to the process more systematically and with discipline (which is what evaluation is all about) it’s easier to spot patterns in the use, development, or understanding of your product by different audiences involved in the innovation process. This allows you to better see different perspectives.
It documents the small accomplishments that are part of a larger whole by recognizing the work that is done in pursuit of innovation (and not just the final product). Doing this ‘shows the work’ of innovation, rather than leaving it to a final, finished product to do that.
It engages your innovation team by showing progress measurably and keeping them engaged, particularly when the development cycle might take a long time and have periods of uncertainty associated with it.

Pulled together, evaluation can also tell the story of your innovation. When we consider that upwards of 80 percent of innovation efforts yield no viable product, it is easy to dismiss the work that goes into it as inefficient, wasteful or having low value. Evaluation captures the value that is in the innovation process, documents it, and provides insight to help drive the direction of innovation.

One final value point is that many solutions might exist within that ‘80%’ failure space, but haven’t been fully articulated or for which the value isn’t apparent until later. Often we see a design process yield many possible directions for action that get prototyped only to see that the best option is in one of the un-chosen options afterward.

This happens not by chance, but through designing an evaluation system to accompany and even integrate with your innovation development process. By adding evaluation into the process throughout, you’ll find much more value in all of the work that you’re doing.

It’s all hidden in plain sight (if you know how and where to look).

Interested in learning more? Contact us and we can show you how to develop the systems to get more value from your innovation efforts.

Photo by Ewan Robertson on Unsplash