Implementing Evaluating Co Design 19
Implementing Evaluating Co Design 19
Implementing Evaluating Co Design 19
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Evaluating co-design I Contents
Introduction ............................................................................................................................3
Putting users at the heart of your work ........................................................................................................... 3
What is co-design?........................................................................................................................................ 4
What are the potential benefits of co-design? ................................................................................................ 4
Key terms
Participant: A person who is actively involved in the co-design process, e.g. users, staff, volunteers
Co-design: When an organisation and its stakeholders are involved in designing or rethinking a service,
with designers and people not trained in design working together in the development process
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Evaluating co-design I Introduction
INTRODUCTION
As part of NPC’s work on user involvement, we are pleased to offer this toolkit, which focuses specifically on co-
design. We explore what co-design is and why it matters. Our five-stage process offers a roadmap for planning
and implementing your co-design, with tips and tools for each of the five stages. We also explore how you can
assess the outcomes of your co-design and the quality of your processes, and how to review and learn from the
data. We use case studies throughout to illustrate how these ideas work in practice.
We have written this with service delivery organisations in mind, but you can apply these principles to any
organisation looking to start or improve its co-design.
To find out about what others are doing in the sector come to our training events and seminars, or speak with our
team of consultants, who can provide bespoke support. Discover more of what we offer at www.thinkNPC.org.
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Evaluating co-design I Introduction
What is co-design?
Co-design is when an organisation and its stakeholders are involved in designing or rethinking a service. The
central feature of any co-design process is how it recognises the agency of users, who are experts of their own
experience. Organisations can provide ways for users to engage with each other as well as with staff, to
communicate, be creative, share insights, and test out new ideas.
Co-design sits on a spectrum of ways in which users can be involved in service design and development, as
shown in Figure 1. Co-design is about more than just consultation and feedback. In co-design, your users will
actively identify the issues and potential solutions with you, rather than merely responding to what you have
already set out for them.1
• For the participants involved: Co-design can create intrinsic positive benefits, as explored below.
• For organisations and their users: Co-design can be instrumental in creating better services, and better
outcomes for users and organisations. There is widespread recognition that services co-designed with users
are more likely to: be responsive to their needs and able to create the right conditions for engagement;
facilitate openness and trust; and, ultimately, be effective.
• Morally, there is the argument that users should have a say in the decisions affecting them.
Other benefits will depend on the intended purpose of your co-design, and your reasons for choosing co-design
as a way to involve your users.
A charity worked with young people on a project to make youth centres more welcoming for young people.
Participants co-designed an audit that the youth centres could use to improve their facilities. As a result of
participation, the young people learned new skills and increased their confidence. The youth centres were
able to improve the environment they provided for young people and engage with more young people.
1
For more information on other forms of user involvement, see NPC (2018) Make it Count: Why impact matters in user
involvement.
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Evaluating co-design I Introduction
Figure 2 outlines an example of positive outcomes for participating users, which also contributes to the
organisation’s intended impact, which in this case is ‘Young people contribute to stronger and more resilient
communities’. Co-design helps achieve this by improving the skills and knowledge of participants, enabling them
to engage more in community activities.
Figure 3 shows how co-design can generate positive outcomes for participants beyond the intended impact of an
organisation. In this example we see how the same organisation as described above can facilitate additional
positive outcomes for participants.
2
For more information on the outcomes of involvement for participants, see NPC (2018) Make it Count: Why impact matters in
user involvement.
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Evaluating co-design I Introduction
Figures 4 and 5 show examples of the positive outcomes that co-design can have for users and the wider sector,
by improving a charity’s service delivery or provision:
It is important to bear in mind that co-design can also generate negative outcomes when done badly. Tokenistic
co-design or poor execution risks cynicism amongst participants by raising expectations and not meeting them.
To co-design new marketing materials, a charity established a user advisory panel. The panel helped scope
the problem and ideas for new materials, and then worked with the organisation to co-design and
disseminate the new materials.
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Evaluating co-design I Co-design: A five-stage process
When planning and developing your co-design process, it is important to be clear about the purpose. For
example, your objective may be to re-think an existing service to better reflect user needs, by their own report. Or
a key priority could be achieving positive outcomes for participants, such as encouraging and empowering users
to engage with specific activities. You may be seeking to strengthen relationships between staff and volunteers.
Ultimately, you need to know what you are trying to achieve to be able to monitor and understand if you are going
in the right direction.
Figure 6 outlines a five-stage roadmap to co-design.3 In this section, we discuss how to approach and monitor
each stage, along with links to useful tools. The five stages build on each other and the advice outlined in each
stage applies to each successive stage as well. Remember that each stage relates to the co-design process, not
the actual design and delivery of a service.
3
The five-stage process of co-design is adapted from the Design Council (2015), Design methods for developing services.
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Evaluating co-design I Co-design: A five-stage process
Stage 1: Set-up
The aim of this stage is to get your co-design off to a solid start:
• Define your scope and approach: What do you want your co-design
to achieve? Are there limitations? Discuss potential disagreements,
seek common ground, and try to agree both with your participants.
• Set clear aims for the co-design process: Agree what your priorities are and how you’re going to assess
progress. Choose simple metrics to review your performance against.
• Involve participants early in the co-design process: Don’t wait until you have a set of polished options.
Involve participants in the development of ideas and approaches.
• Involve participants in decisions about what and how to evaluate. You could involve participants in
deciding what it is you most need to learn, and what the intended outcomes should be. You could offer
training to enable them to contribute to peer-to-peer research, such as facilitating group discussions. You
could consider holding a session with users and participants to reflect on what the findings are saying.4
• Consider how to support participation, particularly for those with special needs. Co-design is about
encouraging and supporting people to engage and enabling them to participate in a way that suits them.
Consider whether target participants have the information, skills, and confidence to participate, and whether
there is anything you can do to improve this. It may be helpful to define clear boundaries and set realistic
parameters, so all participants understand what is or isn’t possible within the context of the partnership.
• Ensure diversity and inclusivity: Seek a mix of participants with different kinds of knowledge (lived
experience, professional and specialist expertise). Try to recruit participants who reflect your target audience,
not just those you currently support. Consider how to accommodate people’s availability and needs, for
example by holding workshops on a weekend, and ensure venues are accessible to all. Monitor inclusivity
and representativeness by tracking outputs such as: number of users and staff involved; range of participants
(age/ethnicity/disability/gender); whether users are invited or volunteer to participate; and the percentage of
users with access to training to develop their skills.
• Don’t focus too much on the long term at this stage. It’s challenging and resource-intensive to evaluate
long-term impact. Instead, focus on the relationships and quality of setting you create for participants.
4
User-Focused Monitoring (UFM) is a user-led approach to the evaluation of services. Users take the lead on the delivery,
collection, analysis and interpretation of data—both qualitative and quantitative. For more information, see The Sainsbury
Centre for Mental Health (2007) A Guide to User-Focused Monitoring: Setting up and running a project.
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Evaluating co-design I Co-design: A five-stage process
• The DIY Toolkit (Development Impact & You: Practical Tools to Trigger & Support Social Innovation):
https://diytoolkit.org/tools/
Engaging and involving users: Lessons from Cessnock City Council, New South Wales
Cessnock City Council wanted to involve the people of Cessnock and other interested parties in
planning renovations of the CBD. Citizens were invited to use an online map to position flags,
comments and changes to the CBD. 100 people left a total of 200 comments. A workshop was also held
with 30 stakeholders. Following this stage, the city council drafted a masterplan and invited citizens to
give feedback. 40 comments were received. A stakeholder workshop was held with 20 participants
before the masterplan was finalised by the council.
Some good practice to note included the use of multiple modes of engaging users, such as online,
workshops, drop-in sessions and flyers, which increased the breadth of participants. The use of an
online, interactive platform likely increased reach and, over time, allowed the discussion to evolve
through asynchronous engagement.
The reduction in online and in-person engagement between the two phases suggests that efforts to
engage citizens may have been inconsistent or participants may have felt their contributions were not
sufficiently meaningful. Workshops were held in the middle of the working day, which likely reduced
attendance and skewed participation. Using an online platform may have excluded less digitally-
connected groups, and potentially exacerbated existing inequalities in civic engagement. Additionally,
the allocated periods for providing comment were relatively short.
Stage 2: Discover
The aim of this stage is to discover new insights that may influence
your co-design process:
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Evaluating co-design I Co-design: A five-stage process
• Prepare to adapt and iterate: Co-design should be a creative process where you aren’t tied to pre-defined
outcomes and are prepared for stakeholders’ input to shape what you end up designing and delivering. It
should be full of learning, iteration, and trial and error. Select activities, tools or methods that are responsive
to the opinions and desires of all participants and plan how to review them regularly.
• The DIY Toolkit (Development Impact & You: Practical Tools to Trigger & Support Social Innovation):
https://diytoolkit.org/tools/
An organisation working with young people with disabilities sought to engage both users and non-users
in co-design, to understand the barriers to engagement and ensure a full range of perspectives were
represented. They used specially trained learning disability youth workers to try to engage with the most
vulnerable young people. The work was led by a user committee.
Another organisation working on the social support needs of young men set up a peer research team to
co-design solutions, strategies and processes. As part of this, they introduced an inter-generational
element, enabling the team to meet with and learn from older groups, to learn from established ‘best
practice’ among other groups.
Stage 3: Define
The aim of this stage is to define the specific problem to be addressed:
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Evaluating co-design I Co-design: A five-stage process
• Brainstorm drivers and hurdles: Brainstorm what participants perceive to be the drivers and hurdles to a
project's success. The Design Council suggests establishing what the project can and cannot address, and
agreeing which drivers it would be best to focus on to overcome hurdles.5
Stage 4: Develop
The aim of this stage is to develop ideas or solutions and refine them
through a series of prototypes:
5
See the Design Council’s four-part guide for understanding the methods designers use, Design Methods Step 2: Define:
https://www.designcouncil.org.uk/news-opinion/design-methods-step-2-define
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Evaluating co-design I Co-design: A five-stage process
• The DIY Toolkit (Development Impact & You: Practical Tools to Trigger & Support Social Innovation):
https://diytoolkit.org/tools/
• Role play: Define a character or characters who will use or deliver the end product or service you are
designing. Isolate key moments where these users interact with it and act them out.6
• Surveys: Survey users on their views and preferences. You can use your findings as a basis for helping co-
design participants to narrow down final options.
An organisation aiming to build a social community used a co-design phase to test and explore ideas.
This phase enabled participants to start building connections with each other and with staff, identify
ideas, and start developing and testing approaches. After the co-design phase was complete, the charity
was then able to seek funding to deliver a full programme.
Stage 5: Deliver
The aim of this stage is to finalise, produce, and deliver the activity
identified through the co-design process:
6
See the Design Council’s four-part guide for understanding the methods designers use, Design Methods Step 3: Develop:
https://www.designcouncil.org.uk/news-opinion/design-methods-step-3-develop
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Evaluating co-design I Co-design: A five-stage process
• “Decide” and “Change” tools from PWdWA’s Co-design Guide: Co-design for organisations working with
people with disability
You may already have tools and frameworks in place for measuring and evaluating whether and how your activity
achieves its intended outcomes. For more information about this, see: NPC (2014) Building your measurement
framework: NPC’s four pillar approach; NPC (2015) Five types of data for assessing your work: An explainer; and
the Inspiring Impact website (https://www.inspiringimpact.org).
Co-design can help organisations reach other users. For example, one organisation sought to co-design
services with young carers. They initially developed learning sessions with those who were willing and able
to participate. They then used learnings from these sessions to reach other young carers in more effective
ways.
Another organisation involved community stakeholders in their co-design project, targeting under-
represented groups and developing the support they would need to overcome barriers to participation. They
held creative workshops for participants to map local networks and resources, and identify gaps in who was
participating. Participants then worked on sharing the project more widely themselves to groups they had
identified. Peer mentors were also trained to support those groups and explore other ideas to overcome
barriers to participation.
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Evaluating co-design I How to evaluate co-design
Assessing the quality of your co-design process and measuring its impact will help you think about how it can be
improved. However, co-design can be challenging to measure. This is because:
In this section we explore how you can evaluate your co-design by focusing on three areas:
We recommend using the five types of data framework, which provides an overview of the kinds of data to
consider collecting.7 The table below sets out the five types of data, explaining what each might tell you about the
effects of participation in co-design on participants, and suggesting possible tools to use for collecting data. Of
course it’s important to be proportionate: you may not be in a position to collect outcomes data, and only collect
what you will make use of.
The framework covers a spectrum of data. It starts with data that every organisation should be able to capture
routinely, regardless of size or capacity (user, engagement and feedback data), and moves onto data that may be
captured occasionally, if at all (outcomes and impact data). It emphasises the importance of your co-design
process—what happened, how it was experienced, and why it occurred—rather than just the end results.
7
For more information on the five types of data, see NPC (2015) Five types of data for assessing your work: An explainer.
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Evaluating co-design I How to evaluate co-design
Type of data What will it tell you about the benefits for participants Tools
User data Whether the intended participants are involved Registration or sign-up
forms, referrals,
About participants, User data can be compared with data for your target audience more broadly to determine whether users reflect your target group. You may partner records (e.g.
e.g. age, gender, want to consider whether any particular groups are over- or under-represented, and whether some steps to engage participants were more from schools,
All organisations should collect regularly
socio-economic effective than others. It may be possible to explore the relationship between these characteristics and the other types of data, including the healthcare providers)
status type and level of engagement, the positivity of their experience, and the outcomes achieved.
Engagement data Whether participants are engaging with the co-design process as intended Registers, sign-in
sheets, website
How participants are You can explore which types of co-design activities are being provided, which activities participants are engaging with the most, the extent to analytics, digital tools
engaging with you: which they engage (e.g. staying for the full session, consecutive sessions), and the extent to which engagement is sustained. You may find e.g. smartphones
how often, how long you need to design particular types of approach to engage different groups. The impact of co-design on outcomes for participants is likely to
for, in which activities be greatest when engagement is sustained. For example, sustained engagement can help build relationships that can improve wellbeing.
Feedback data Whether participants are experiencing the co-design process as intended and where you can improve Conversations, social
media, instant
About participants’ Effective co-design is about sharing power with participants as equals. Whether participants feel they have experienced this is critical. You feedback tools (e.g.
experiences need to provide consistent ways for all participants to tell you what they have experienced, anonymously, and for you to respond by explaining ‘Rate your visit’), short
what you heard and what you’ve changed as a result. surveys, self-
assessments, peer
Feedback data should be light-touch—to minimise the burden of data collection—and, ideally, systematic—to increase consistency and allow
observations.
for comparability. In the section below we suggest questions you can ask participants to assess their experiences.
Outcomes data What has changed in the short term—for organisational processes and services, and the participants involved This will often draw on
Some organisations should collect
a mix of quantitative
How participants It is likely that observed changes will relate to skills, knowledge and awareness, and behaviour. There may also be changes, for example, to (numerical) and
have been participants’ levels of self-efficacy, motivation, and empowerment. Some of these changes will be “intended” and some will be “unintended”— qualitative (non-
influenced in the i.e. you didn’t expect or plan for them to happen. Unintended outcomes can be positive or negative, so it’s important to check what else might numerical) data.
be happening alongside the outcomes “of interest”. You are not trying to “prove” that these outcomes were caused by the co-design process.
periodically
short term
This data will tell you how participants think they have been helped.
Impact data Whether the changes reported by participants have helped them to make longer-term positive changes in their lives and organisations High-quality
evaluation, sometimes
The long-term In some cases there may be long-term impacts you want to capture, such as better health and wellbeing, or stable housing. The key is that carried out externally
difference users achieve these changes for themselves, sometimes several years after leaving your provision. It is likely that these changes will also and/or with a
experienced by have been influenced by other factors in people’s lives. comparison group
participants
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Evaluating co-design I How to evaluate co-design
Co-design can include a wide range of activities, and different participants are likely to engage in different ways
and have different experiences. Part of your evaluation should focus on the quality of those activities and what
opportunities people had to engage with them.
Co-design also attempts to put everyone on an equal footing, where each person’s opinion carries the same
weight. This is underpinned by the voluntary engagement of participants and building trusting relationships. It is
important to evaluate the facilitator’s role and the relationships they have developed during the process.
Some questions can be answered by consistently monitoring the five stages of the co-design process, as laid out
in the previous section. Others can be answered by participants sharing their perceptions (e.g. how they felt or
what they thought). For this, it might be helpful to divide questions for participants into stages; either using the five
stages of the co-design process, or before, during, and after the co-design process. These might include:
Ultimately, how you measure the effectiveness of your co-design activities will depend on your aims and
approach, the setting you work in, and the steps your co-design process followed.
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Evaluating co-design I How to evaluate co-design
Your insights and learnings can be shared with other organisations in your networks or partnerships as well as
funders. They can also be shared with participants and other users to sense-check their relevance and
importance.
To draw out insights into how to achieve your organisation’s intended outcomes and impact, you could reflect on
what you’ve learned through the co-design process and try to answer questions such as:
• What do you know about the assets you are trying to build on, or the problem you are trying to address
among the people you aim to support?
• What has been tried before with people similar to those you support?
• What do your co-design participants say about what would help them?
• What are the “active ingredients”—or the key experiences for users—of your work?
• What have you learned about the key design features for your work (e.g. duration, intensity, group versus
one-to-one, targeted or open, based in buildings/centres or outreach)?
• What have you learned about what “success” looks like?
• Have you learned anything about how you might evaluate the extent to which success has been achieved?
A charity uses a strengths-based approach to encourage people to see themselves as assets within their
communities. Involving users helps them to understand their concerns, as well as those of their wider target
audience. Co-designing their services helps the organisation to address barriers to engagement and
strengthen opportunities for development, while also building confidence in participants and empowering them
to engage in their local communities.
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Evaluating co-design I How to evaluate co-design
• Embed evaluation activities into provision as far as possible, thinking about how you can build a culture
of continuous learning and improvement, while measuring at the same time.8
• Focus on learning as you go, rather than trying to “prove” something at the end. For example, you could
set up regular reviews to discuss progress against your aims and identify anything you might want to change.
• Balance quantitative (numerical) with qualitative (non-numerical) data to help you gather different types
of insight. For example, numerical engagement data might tell you about the extent to which people are
engaging with your activities, while qualitative data from interviews could tell you about why people engage.
• Don’t be afraid of sampling when you can only ask a segment of users about particular topics. If your
sample is large enough and representative of your users, you may be able to use your findings to generalise
about the wider population. If this is not possible, you may still get valuable insights from your sample, but it
is important to acknowledge the limitations of your data.9
• Draw on standardised measures—for example the Warwick-Edinburgh Mental Wellbeing Scales—where it
is appropriate for your work. These have been statistically tested to ensure the quality of information provided
by their usage, and will also enable you to collect data that is comparable with data from other organisations
using the same indicators.
8
For guidance on developing impact culture, see Inspiring Impact: https://www.inspiringimpact.org/learn-to-
measure/review/improve-your-work/
9
For more information on sampling, visit the Web Center for Social Research Methods:
http://socialresearchmethods.net/kb/sampling.php
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Evaluating co-design I References and further reading
AYPH Be Healthy project (2013) ‘You get me? A guide to help young people and professionals work together’
Leaflet developed by young people for young people using a range of services:
https://docs.google.com/file/d/0Bw3qkFDNoWpqNE1MYjdHWmJ1cmc/edit
Francis, R. (2015) Our Place Guide to Co-design. Our Place & OPM
IDEO.org (2015) The Field Guide to Human-Centered Design: A step-by-step guide that will get you solving
problems like a designer
McLeod, R., and Clay, T. (2018) Make it count: Why impact matters in user involvement. NPC
National Children’s Bureau (2017) Co-Design with Children & Young People
OpenLearn, ‘Children and young people’s participation’, free online course from The Open University:
https://www.open.edu/openlearn/education-development/childhood-youth/children-and-young-peoples-
participation/content-section-0?active-tab=description-tab
People with Disabilities Western Australia (PWdWA) Co-design for organisations working with people with
disability: https://www.pwdwa.org/documents/connect_with_me/co-design-guide/index.htm#how-to-use-decide
Save the Children (2017) Youth Participation Best Practices Toolkit: Part I
Steen, M., Manschot, M., and De Konig, N. (2011) ‘Benefits of Co-design in Service Design Projects’, in
International Journal of Design Vol. 5 (No. 2)
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Evaluating co-design I
NPC is a charity think tank and consultancy. Over the past 15 years we have
worked with charities, funders, philanthropists and others, supporting them to
deliver the greatest possible impact for the causes and beneficiaries they exist
to serve.
NPC occupies a unique position at the nexus between charities and funders.
We are driven by the values and mission of the charity sector, to which we
bring the rigour, clarity and analysis needed to better achieve the outcomes we
all seek. We also share the motivations and passion of funders, to which we
bring our expertise, experience and track record of success.
Increasing the impact of charities: NPC exists to make charities and social
enterprises more successful in achieving their missions. Through rigorous
analysis, practical advice and innovative thinking, we make charities’ money
and energy go further, and help them to achieve the greatest impact.
www.thinkNPC.org
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