The following materials are the tools used during the Hamburg conference. They are here to be viewed, used and reflected on in order for all BEGIN partners to help develop the social innovation toolkit.
If city partners do use these tools, please let us know in advance or consider recording the process and sharing your experience with the RCA or Erasmus University.
These tools can be used to run a mock consultation with internal teams to explore the value of the process. Some of the tools can also be used in real consultations with the public or in your design process.
If you wish to run a mock consultation within your organisation to share the experience you had in Hamburg these tools can help you do so. This might help you to demonstrate to your colleagues the limitations of consultation and the need to go beyond this typically narrow engagement stage in order to foster a model of co-ownership/co-maintenance. It could also help validate the use of some of the individual tools used within the activity.
Workshop Plan: An outline plan of how to run the exercise and the materials required.
Presentation: The presentation file used to help manage the workshop.
Context Document: This is the document used to help the participants in the mock consultation understand the area the infrastructure proposal is taking place. In this case it is called 'Gotham City'.
Reflection Dashboard: A large document used to structure and record reflection about the exercise.
- Co-maintenance question: This is a large document used to structure reflection about the question to be asked at the end of the exercise: 'Would you help in the maintenance of this space?'
Personas are artificial characters inspired by members of the public who were met during the RCA studio projects. They combine a broad level of information about a person with a nuanced description of them, from which the participants in the mock consultation answer questions about the persona's life as if they were them. Participants then embody that persona's character throughout the rest of the mock consultation. This enables a strong sense of empathy and gives participants a new perspective.
Persona Cards: This tool includes the descriptions of each persona and the space to answer questions about their life or views.
- Name Tags: This tool helps indicate that someone using the persona tool is in character. The physical act of wearing the name tag helps to compartmentalise characters.
'Hats' works by asking people (involved in a consultation) to take on one of five different perspectives and create arguments regarding the infrastructure proposition from there. The perspectives are:
- Factual - What facts are missing and how do the existing facts inform a decision?
- Positive - What are all the positive aspects ?
- Critical - What are all the negative aspects?
- Sympathising - What would people who aren't in the consultation say?
- Creative - What creative opportunities are there?
Importantly people must be clearly told that they will be given the opportunity to make it clear how they really feel about the project after this part of the exercise.
The tool ensures all arguments are heard and understood and prevents people dwelling on specific, often negative aspects of a proposition - ultimately making the consultation more productive.
Process Mapping visualises a city planning process and allows participants to discuss what needs to change about a process and start ideating around how we can make changes.
Process Mapping Workshop Tools
The following tools can be used in conjunction with the Blueprinting tools below to run a process mapping workshop.
Workshop Plan: The outline plan of how to run the exercise and the materials required.
Workshop Presentation: The presentation file used to help manage the workshop.
Process Outline Tool: This tool allows participants to make a rapid assessment of the basic steps in a process as an intermediate step before using the full Blueprinting tools.
- Compatibility Dashboard: A large document used to structure and record reflections about where the conflicts are between an existing urban planning process and a process that is more geared to co-ownership.
This tool asks users to detail a user's experience, the process of a service and how the two interact, as well as containing a plethora of other information depending on the requirements.
In this instance, the Blueprinting tools are designed specifically to map an urban planning process. They break the process into multiple stages and divide the process into two halves: Public and Local Authority. They also ask questions such as 'What are the policies related to this stage?', 'Who is involved?' and 'How were the public made aware?'
These tools help urban planners to define the messages that need to be conveyed through the branding of their infrastructure projects.
Branding Workshop Tools
This is the presentation that will aid in the delivery of a workshop which uses the tools below. A team workshop might be valuable to ensure that there is a coherence of messaging being conveyed through the various materials and connections that planners have with the public. It could also be useful simply in making people aware of the importance of a brand strategy.
These tools can be used in isolation or collectively
- Synthesising Messages Tool - This tool asks participants to create messages aimed at specific stakeholders and then synthesise those messages into one coherent set. It begins by considering what the project can offer each of the stakeholders influenced by the project. Then participants shape a message that conveys that message to a particular stakeholder and then final participants create a set of synthesised messages that could convey the correct values and meaning to all those stakeholders at once.
- Headline tool - This Tool asks participants to create an artificial 'headline' story for a newspaper whereby they must write a headline, a tagline, define an image, write an ideal quote and the substance of a story. In doing so they trial the coherence of their synthesised messages because they have created a prototype of how it would be conveyed and they can then adjust their messages accordingly.
The stakeholder analysis tool very simply visualises all the stakeholders and then allows the planner to analyse their relationship to the project which in turn enables them to prioritise and strategise their engagement efforts.
Stakeholder Mapping Workshop
This is a presentation that can be used to structure the workshop or exercise.
Stakeholder Mapping Tools
- 'Jobs to be done' Tool - This tool is to be used following a rapid ideation session where participants write down every stakeholder they can think of that has relevance to the infrastructure project.
Participants then select stakeholders of interest and apply them to this 'jobs to be done' template, which asks them to describe what task each person has to do in relation to the project and its area (e.g. shop owner - needs to attract passing foot traffic). Participants then decide if their stakeholder is likely to be for or against the proposition and why.
- 'Willing and Needed quadrant' - This tool is simply the headings for each end of axis that you have to create on your own. This allows you the freedom to make the quadrant as large as you like for different group and project sizes. The headings 'Willing/Unwilling' and 'Needed/Not Needed' allow the group to assess the status of each stakeholder and then subsequently devise engagement strategy based on that.