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    R SOCIAL IMPACTDESIGN FORSOCIACT DESIGN FOR SOCIAL IMPACT D

    WORKBOOK

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    ESIGN FORSOCIALIMPAC

    MPACT DESIG

    OCIAL IMPACESIGN FOR S

    INTRODUCT ION

    This workbook accompanies Design for Social Impact:

    How-to Guide and is intended to help design firms navigate

    through the modes of engagement. Use the activities that

    follow to prompt discussions with your team and to develop

    an action plan for engaging in social impact work in a way

    that makes sense for your firm.

    Keep in mind that the focus of these activities is on process

    and not content. There is an ongoing tension within every

    design firm to balance the desire to engage in impactful

    work with the need to run a business. This workbook is not

    intended to be prescriptive, rather it is intended to help

    you think through your strategy for engaging in this work.

    We hope the exercises prompt you to think of new ways to

    continue the impactful work you are already doing and to

    increase your involvement in a sustainable way.

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    The Rockefeller Foundation2 Design for Social Impact: Workbook 3

    OALS GOALS GOAL

    OALS GOALS GOALOALS GOALS GOAL

    OALS GOALS GOALOALS GOALS GOAL

    OALS GOALS GOALOALS GOALS GOAL

    OALS GOALS GOAL

    S TEPO NE

    Prioritize Your Drivers

    Construct Your Dream Project

    Define Social Impact

    The Rockefeller Foundation 32 Design for Social Impact: Workbook

    ARTICULATE YOUR I NTENTI ON S

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    The Rockefeller Foundation4 Design for Social Impact: Workbook 5

    H M LSOCIAL IMPACTDo you want to use your design expertise to have social

    impact? Are you proud of your current portfolio? How

    important is a global reach to your work?

    H M L

    H ONI NGD ES I G NS K I LLSWould this type of work put you on the cutting edge of design?

    Could you use these projects to sharpen the skills of your team

    and present them with new challenges?

    H M L

    RETENTI ON

    Do you have people in your firm who are really passionate

    about this work? Do they currently have sufficient outlets

    for doing it? Would doing more projects strengthen

    employee loyalty?

    WORKSHEET NO . 01

    REPUTATION

    What is your firm known for? Could social impact projects

    improve your reputation or attract more attention? What

    stories might attract new clients or employees to your firm?

    H M L

    PROF I T

    Could you imagine making social impact a core part of your

    business? Might social impact work lead to projects with

    corporate clients? Can you afford to do this work pro bono?

    H M L

    To start off, its important to think about why your firm wants to

    get involved in social impact work. Whats motivating you to move

    into this sector? Why will it be beneficial to your firm? Start with

    the drivers below and indicate the level of importance of each (low,

    medium, or high). Reflect on the associated questions and jot your

    notes below. Identifying the drivers will help you select the offerings

    with which to experiment.

    PRIORITIZE YOUR DRIVEDRIVERS PRIORITIZE YOU

    PRIORITIZE YOUR DRIVE

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    The Rockefeller Foundation6 Design for Social Impact: Workbook 7

    S EC TOR

    Basic services

    Health

    Environment

    Education

    Livelihoods

    Technology

    Other:

    OF F ERI NG

    Product design

    Service design

    Brand strategy and

    communication

    Growth strategy

    Organizational transformation

    Ethnographic need finding

    Technology strategy

    Other:

    FO R WH OM

    Rural

    Urban

    Women

    Children

    Bottom billion

    Working poor

    Middle class

    Other:

    PARTNERS/CLIENTS

    Foundation

    Government

    Non-governmental Organization

    (NGO)

    Social Enterprise

    Multinational Corporation (MNC)

    Other Design Firms

    University

    Other:

    DURATION

    One hour

    One week

    One month

    Three months

    Six months

    One year

    Other:

    BRIEFLY D ES C RI BEAPROJ EC TYO U I MAG I NE.

    Keep this in the back of your mind as you do the other

    activities in this book.

    G EOG RAPH Y

    Asia

    China India

    Africa

    Latin America

    Europe

    North America

    Other:

    Use this tool to quickly identify where your passions lie for engaging

    in social impact work. As you think about projects to bring in,

    consider using these passions as your initial targets. Defining your

    view of a social i mpact project will enable you to be more concrete in

    your responses in the remaining activities.

    By checking all the boxes that apply, design your dream social

    impact project.

    WORKSHEET NO . 02

    CONSTRUCT YOUR DREADREAM PROJECT CONST

    CONSTRUCT YOUR DREA

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    The Rockefeller Foundation8 Design for Social Impact: Workbook 9

    willD E S I G NF I R M

    identify projects as social impact if they positively affect

    in . We can make

    AD JE C T I V E

    PLACE

    communities/individuals

    the most impact by working with organizations that are

    AD JE C T I V E

    AD JE C T I V E

    AD JE C T I V E

    , ,

    impact in our clients by

    AD JE C T I V E

    . We expect to seeand

    NO U N

    conducting and

    D E S I G NF I R M

    NO U N NOU N

    V E R B (- IN G)

    .

    and measuring

    will have contributed to

    and

    In five years, we hope that

    P L AC E

    .N O U N

    in

    NO U N

    WORKSHEET NO . 03

    What does social impact mean to you? What types of change do you

    want to make? Fill in the blanks to create your statement about what

    social impact means to your firm and how you plan to measure it.

    (circle one)

    DEFINE SOCIAL IMPACTSOCIAL IMPACTDEFINE S

    DEFINE SOCIAL IMPACT

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    The Rockefeller Foundation10 Design for Social Impact: Workbook 11

    OOLS TOOLS TOOL

    OOLS TOOLS TOOLOOLS TOOLS TOOL

    OOLS TOOLS TOOLOOLS TOOLS TOOL

    OOLS TOOLS TOOLOOLS TOOLS TOOL

    OOLS TOOLS TOOL

    S TEPT WO

    Record What Youre Already Doing

    Take an Inventory of Your Resources

    The Rockefeller Foundation 1110 Design for Social Impact: Workbook

    ACKNOWLEDGE YOUR STARTING POI NT

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    The Rockefeller Foundation12 Design for Social Impact: Workbook 13

    O F F E R I N G (AR E YO UAL R E AD Y) WHATYO U VE D O NE

    MOD I F Y I NGTH EWA YYO UWORK ?

    Concept incubation

    Design + implementation

    Business as usual

    Scale to fit

    Guide clients

    Sabbatical

    MOD I F Y I NGTH E WAYYO U WORK? (CONT.)

    Catalogue of design challenges

    Project scoping

    Design review

    Concept brainstorm

    Other

    O F F E R I N G (AR EYO UAL R E AD Y) WHATYO U VE D O NE

    WORKSHEET NO . 04 A

    RECORD WHAT RECORDYOURE ALREADY DOING

    DOING RECORDWHAT Y

    Think about your portfolio of volunteer, pro-bono, low-bono,

    non-profit, and government projects. Flip through the menu

    of offerings and check the ones youre already doing. Use

    the blank spaces below to add a ny offerings not included here.

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    The Rockefeller Foundation14 Design for Social Impact: Workbook 15

    WORKSHEET NO . 04 B

    D EVELOPI NGNETWORK S ?

    Local partners

    Design competitions

    Contribute to existing networks

    Other

    O F F E R I N G (AR EYO UAL R E AD Y) WHATYO U VE D ONE OF F ER I NG (AR E YO UAL R E AD Y) WHATYO U VE D O NE

    EDUCATING OTH ERS ?

    d.school .in/.za

    Empathy field trips

    Design certification

    Intern hosting

    Publishing

    Process workshop

    Other

    RECORD WHAT RECORD WHAT YOURE ALREADYOURE ALREADY DOING RECORD WHAT YOUR

    DOING RECORDWHAT YOURE ALREADY DOIN(C ONTI N U ED)

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    The Rockefeller Foundation16 Design for Social Impact: Workbook 17

    WORKSHEET NO . 04 C

    O F F E R I N G (AR EYO UAL R E AD Y) WHATYO U VE D O NE

    I D ENTI F Y I NGF U ND I NGS TREAMS ?

    Design industry fund

    Raise and manage a pot of money

    Internal subsidies

    3rd party sponsorship

    Project financing

    Other

    MOD I F Y I NGYOUR S TRU C TU RE?

    .org

    .in/.za

    Center of excellence

    Other

    O F F E R I N G (AR E YO UAL R E AD Y) WHATYO U VE D O NE

    RECORD WHAT RECORD WHAT YOURE ALREADYOURE ALREADY DOING RECORD WHAT YOUR

    DOING RECORDWHAT YOURE ALREADY DOIN(C ONTI N U ED)

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    The Rockefeller Foundation18 Design for Social Impact: Workbook 19

    PEOPLE

    Do you have people

    with expertise in design

    for social impact?

    A Lot A LotA Little A LittleNone NoneNeed to get Need to getDont need Dont need

    Who? Who?

    What blocks time? What blocks time?

    Who? Who?

    Who? Who?

    What process? What process?

    How much? How much?

    PAS S I ON

    Do you have people

    with passion for social

    impact work?

    PROC ES S

    Do you have a

    process that works

    in this context?

    LEG EN D LEG EN D

    WORKSHEET NO . 05

    TI ME

    Do you have time to

    commit to building

    these capabilities and

    doing these projects?

    NETWORKDo you have

    connections in

    the social sector?

    MON EY

    Do you have financial

    resources to dedicate

    to this work?

    HAVE NEE D HAVE NEE D

    Think about the resources that you already have and could dedicate to

    social impact work. Then, think about what resources you might need.

    Recognize that this initiative must fit within the realities and obj ectives

    of your business and be realistic a bout what makes sense to commit.

    TAKE AN INVENTORY OFOF YOUR RESOURCES AK

    TAKE AN INVENTORY OF

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    The Rockefeller Foundation20 Design for Social Impact: Workbook 21

    LANS PLANS PLAN

    LANS PLANS PLANLANS PLANS PLAN

    LANS PLANS PLANLANS PLANS PLAN

    LANS PLANS PLANLANS PLANS PLAN

    LANS PLANS PLAN

    S TEPTH REE

    Portfolio Suggestions

    Consider a Portfolio

    Define your First Steps

    Planning Sheets

    The Rockefeller Foundation 2120 Design for Social Impact: Workbook

    D EC LAREYOUR PORTF OLI O

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    The Rockefeller Foundation22 Design for Social Impact: Workbook 23

    CONSIDER STARTING WITH :

    A sabbatical

    (to build expertise)

    A concept brainstorm

    (to engage your employees)

    Intern hosting(to raise awareness in your firm)

    A process workshop

    (to build your network)

    Contributing to existing networks

    (to build expertise)

    CONSIDER :

    Concept incubation

    (to increase impact)

    Design + implementation

    (to create a network of partners)

    Publishing(to share your expertise)

    .org

    (to show your commitment)

    .in/.za

    (to make yourself more accessible)

    CONSIDER F O C U S I NGON :

    Scale to fit

    (to increase # of clients)

    A process guide

    (to increase # of projects)

    A catalogue of challenges

    (to utilize unstaffed time)

    3rd party sponsorship

    (to bring in full-scale projects)

    A center of excellence

    (to leverage your expertise)

    CONSIDER :

    dschool in .in/za

    (to build capacity)

    Design certification

    (to build a network)

    Publishing

    (to share your vision)

    An industry pact (to raise aware-

    ness in and of the industry)

    A design industry fund

    (to allow more firms to participate)

    IF YO U AR EN EWTO THESOCIAL IMPACT ARENA

    I FYO U WANTTO MAK ESOCIAL IMPACTTHE C ENTERPOI NTOF YOUR OF F ERI NG

    IF YO U WANTTO HAVEALARG ER S OC I AL IMPACT WI TH OU TD ETRAC TI NGTO O MU C HF ROMYOUR BOTTOML I N E

    I FYO U WANTTO CATALYZETHE D ES I G N I ND U S TRY

    Engaging in social i mpact work is a journey and a choice. You may

    decide from doing these exercises that youd like to stick your toe in

    or jump in head first. Or, the exercises may guide you to choose not

    to engage at this particular time. Wherever you are in the journey,

    we have envisioned a series of offerings that might be right for you.

    PORTFOLIO SUGGESTIONSUGGESTIONS PORTFOL

    PORTFOLIO SUGGESTION

    SABBAT ICAL

    C O N C E P TB R A I N S T O R M

    P R O C R E S SW O R K S H O P

    I N T E R NH O S T I N G

    CONT RIBUT E TO E X I S I T I N GNET WORKS

    CAT ALOGUE OF C H A L L E N G E S

    P R O C E S SG U I D E

    S C A L ETO FIT

    3 RD PART YS P O N S O R S H I P

    C E N T E ROF E X C E L L E N C E

    C O N C E P TI N C U B A T I O N

    D E S I G N +IMPLEMENT AT ION

    P U B L I S H I N G

    .ORG

    . IN/ZA

    D .S C H O O L. IN/.ZA

    P U B L I S H I N G

    D E S I G NC E R T I F I C A T I O N

    I N D U S T R YPACT

    D E S I G NI N D U S T R Y

    F U N D

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    The Rockefeller Foundation24 Design for Social Impact: Workbook 25

    Youve now identified what youre already doing, the resources you

    currently have, and what more you might need to pursue social impact

    work. Now, think about the future. Pick five offerings from the resource

    guide that intrigue you. Think back to your drivers. Which might create the

    most impact? Which would thrill your team? Which might you learn from

    most? Which could win you some great press? Which might make you some

    01 .

    02 .

    03 .

    04 .

    05 .

    WORKSHEET NO . 06

    S O C I A L I M P A C T

    BENEFIT

    TO

    THEF

    IRM

    INVESTMENT S I ZE

    CONSIDER A PORTFOLIOPORTFOLIO CONSIDER A

    CONSIDER A PORTFOLIOS TEPO NE

    Using your own judgement, estimate the required investment

    (small, medium, or large), the social impact, and the benefit to

    your firm for each of your five selected offerings.

    S TEPT WO

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    The Rockefeller Foundation26 Design for Social Impact: Workbook 27

    EVALUATE YOUR PORTFOPORTFOLIO EVALUATE Y

    EVALUATE YOUR PORTFO

    NE W

    E XI STI N G NEWC L I E NT/PARTNER

    O

    FFERING

    HO WTO I NT E R P R E TT HI S

    Notice where the majority of your selected offerings fall .

    1 : INCREMENTAL

    These offerings are the closest to what youre currently doing and could

    be great as quick wins. Incremental offerings require execution-focused

    processes and people. If the majority of your selections fall into this

    quadrant, think about whether you want to stretch yourself a bit farther.

    2 : R E V O L U T I O NAR Y

    These offerings are the furthest from what you currently do and have the

    potential to stretch your firm and bring you to very different places. Revo-

    lutionary offerings require exploration-focused processes and people. If the

    majority of your selections fall into this quadrant, think about whether this is

    realistic. Would you rather start with a few initiatives that are more similar to

    what you already do?

    3 : EVOLUTIONARY

    These offerings provide a mix of the novel and familiar. Evolutionary

    offerings require a mix of execution and exploration-focused processes

    and people. If the majority of your selections fall into this section, think

    about whether you want to be more radical or more conservative? Do

    you feel comfortable sitting in the middle ground between the two?

    Plot your selections on the matrix below. The x axis indicates how

    similar the potential clients or par tners might be to your existing clients

    or partners. For instance, if youve never been involved in publishing,

    the partners you would need would be new (i.e. far on the right). The

    y axis indicates how similar the offering or project might be to your

    existing offerings. For instance, if you have never taught your process,

    a process workshop would be new (i.e. at the top).

    2

    1 3

    3

    WORKSHEET NO . 07

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    The Rockefeller Foundation28 Design for Social Impact: Workbook 29

    WORKSHEET NO . 08

    Now, look back through the menu of offerings and consider replacing any

    that you dropped. Think about what initially a ppealed to you about the

    dropped offerings and find similar of ferings that seem more attainable.

    List the offerings in your new portfolio below.

    Now, that youve chosen your first set of experiments, think through your

    road map for social impact work. Think about where each offering could

    lead you. In the long-term, what involvement makes sense for your firm?

    S TEPT WO STEP TH REE

    S TEPONE

    S HO R T-TER M MED I U M-TE R M LO NG-T E R M

    Now that youve done Worksheets 6 and 7, list any offerings that no

    longer seem appropriate and your brief rationale.

    OF F ER I NG CO NCE R N

    01 .

    02 .

    03 .

    04 .

    05 .

    DEFINE YOUR FIRST STEFIRST STEPS DEFINE YOU

    DEFINE YOUR FIRST STE

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    The Rockefeller Foundation30 Design for Social Impact: Workbook 31

    Complete one planning sheet for each of fering you would like to try.

    Within

    1 Month

    Within6 Months

    Within

    1 Year

    Within

    5 Years

    ACTIONP L AN

    WHAT WHO

    EX PERI MENTTO TRY :

    T HI SC O U L DL E A DTO :

    WORKSHEET NO . 09 A

    PLANNING SHEET PLANNSHEET PLANNING SHEET

    PLANNING SHEET PLANN

    HO WT HI SCONNECTS TO WHATWE DO

    How does this enhance our brand?

    How would this challenge us?

    Who could we partner or work with?

    H M L

    T HI SS U P P O R T SMY GOAL OF :

    Social Impact

    Retention

    Honing Design Skills

    Building Reputation

    Profit

    Other:

    WH YT HI SAP P E AL STO ME

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    The Rockefeller Foundation32 Design for Social Impact: Workbook 33

    PLANNING SHEET PLANNSHEET PLANNING SHEET

    PLANNING SHEET PLANN

    HO WT HI SCONNECTS TO WHATWE DO

    How does this enhance our brand?

    How would this challenge us?

    Who could we partner or work with?

    WORKSHEET NO . 09 B

    H M L

    T HI SS U P P O R T SMY GOAL OF :

    Social Impact

    Retention

    Honing Design Skills

    Building Reputation

    Profit

    Other:

    WH YT HI SAP P E AL STO ME

    Complete one planning sheet for each of fering you would like to try.

    Within

    1 Month

    Within6 Months

    Within

    1 Year

    Within

    5 Years

    ACTIONP L AN

    WHAT WHO

    EX PERI MENTTO TRY :

    T HI SC O U L DL E A DTO :

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    The Rockefeller Foundation34 Design for Social Impact: Workbook 35

    PLANNING SHEET PLANNSHEET PLANNING SHEET

    PLANNING SHEET PLANN

    HO WT HI SCONNECTS TO WHATWE DO

    How does this enhance our brand?

    How would this challenge us?

    Who could we partner or work with?

    WORKSHEET NO . 09 C

    H M L

    T HI SS U P P O R T SMY GOAL OF :

    Social Impact

    Retention

    Honing Design Skills

    Building Reputation

    Profit

    Other:

    WH YT HI SAP P E AL STO ME

    Complete one planning sheet for each of fering you would like to try.

    Within

    1 Month

    Within6 Months

    Within

    1 Year

    Within

    5 Years

    ACTIONP L AN

    WHAT WHO

    EX PERI MENTTO TRY :

    T HI SC O U L DL E A DTO :

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    The Rockefeller Foundation36 Design for Social Impact: Workbook 37

    PLANNING SHEET PLANNSHEET PLANNING SHEET

    PLANNING SHEET PLANN

    HO WT HI SCONNECTS TO WHATWE DO

    How does this enhance our brand?

    How would this challenge us?

    Who could we partner or work with?

    WORKSHEET NO . 09 D

    H M L

    T HI SS U P P O R T SMY GOAL OF :

    Social Impact

    Retention

    Honing Design Skills

    Building Reputation

    Profit

    Other:

    WH YT HI SAP P E AL STO ME

    Complete one planning sheet for each of fering you would like to try.

    Within

    1 Month

    Within6 Months

    Within

    1 Year

    Within

    5 Years

    ACTIONP L AN

    WHAT WHO

    EX PERI MENTTO TRY :

    T HI SC O U L DL E A DTO :

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    The Rockefeller Foundation38 Design for Social Impact: Workbook 39

    PLANNING SHEET PLANNSHEET PLANNING SHEET

    PLANNING SHEET PLANN

    HO WT HI SCONNECTS TO WHATWE DO

    How does this enhance our brand?

    How would this challenge us?

    Who could we partner or work with?

    WORKSHEET NO . 09 E

    H M L

    T HI SS U P P O R T SMY GOAL OF :

    Social Impact

    Retention

    Honing Design Skills

    Building Reputation

    Profit

    Other:

    WH YT HI SAP P E AL STO ME

    Complete one planning sheet for each of fering you would like to try.

    Within

    1 Month

    Within6 Months

    Within

    1 Year

    Within

    5 Years

    ACTIONP L AN

    WHAT WHO

    EX PERI MENTTO TRY :

    T HI SC O U L DL E A DTO :

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    Tara Acharya

    Demmy Adesina

    Maria Blair

    Tim Brown

    Aaron Sklar

    Sandy Speicher

    Doug Solomon

    Jocelyn Wyatt

    THANK YOU FOR JOINI

    JOINING IN THIS EXPL

    EXPLORATION THANK