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Group Modeling of IT‑Based Innovations in the Public Sector

Group Modeling of IT‑Based Innovations in the Public Sector. Anthony Cresswell Theresa Pardo Center for Technology in Governement David Andersen Luis Luna Ignacio Martinez George Richardson Rockefeller College. HIMS Case July, 2001. Group Modeling at Albany.

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Group Modeling of IT‑Based Innovations in the Public Sector

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  1. Group Modeling of IT‑Based Innovationsin the Public Sector • Anthony Cresswell • Theresa Pardo • Center for Technology in Governement • David Andersen • Luis Luna • Ignacio Martinez • George Richardson • Rockefeller College HIMS Case July, 2001

  2. Group Modeling at Albany • The modeling group at the University at Albany has more than 15 years working with techniques for building computer models directly with groups (Mumpower et al, 1998; Richardson et al, 1992; Rohrbaugh, 1992; Schuman and Rohrbaugh, 1991).

  3. Group Modeling at Albany • These techniques have been used to construct system dynamic models (Richardson and Andersen, 1995 and 1997; Rohrbaugh, 2000). • The work in group model building (GMB) at Albany links to other efforts in the field (Vennix, 1996).

  4. Group Modeling at Albany • Five different roles (Richardson and Andersen, 1995): • Facilitator, modeler/reflector, process coach, recorder and gatekeeper. • The modeling team has worked in a set of scripts (Andersen and Richardson, 1997).

  5. Group Modeling at Albany • This paper documents the procedures used and products created for a small scale GMB effort using the approaches developed at Albany. • The paper reports on tasks completed over a four-month period in 2001. • A web site provides complete documentation of all the products developed in the GMB sessions (http://www.albany.edu/cpr/sdgroup/HIMS/).

  6. Project Context

  7. Homeless Information Management System (HIMS) • HIMS purpose was to develop a new management information system that would assist the Bureau of Housing Services (State of New York) and state-funded homeless shelter providers better assess programs. • The operation and regulation of homeless shelters is a multi-government, inter-organizational operation.

  8. Homeless Information Management System (HIMS) • The field research on this project was connected with the activities of the Center for Technology in Government (CTG) with the New York State Office of Temporary and Disability Assistance, Bureau of Housing Services (BHS). • Over a 2+year period, the project participants were able to achieve the necessary collaboration and share highly detailed and complex operational knowledge. The result was the design and development of a successful prototype information system.

  9. Group Model Building Time Line

  10. Effort Distribution of the Modeling Support Team

  11. Effort Distribution of the Modeling Support Team

  12. Effort Distribution of the CTG Team

  13. Project Products • Concept model • Script for the modeling sessions • Agenda for the modeling sessions • Minutes for the sessions • Preliminary model – Trust1 • Model – Trust2 (In process) • Model Documentation (In process)

  14. First Modeling Session

  15. Pre-meeting Activities • Create Script (Richardson and Andersen, 1995) • Roles in the GMB sessions • Facilitator Andersen • Modeler/Reflector Richardson • Process Coach Richardson • Recorder Luna/Martinez • Gatekeeper Cresswell • Get CTG approval • Create Concept Model • Luna and Martinez • Complete logistics

  16. Agenda 8:30 · Review Agenda for the day · Purpose, discussion and clarification · Concept Model: a fast overview of final product · Boundary Clarification – stakeholders, actors, sectors in the model, key variable (especially stocks) elicitation, key variables and the reference mode 10:20 BREAK 10:30 · Stock mapping · Feedback loop mapping · Modeler Feedback · Next steps and future tasks

  17. Modelling Group David Andersen Rockefeller College Donna Canestraro Center for Technology in Government Meghan Cook Center for Technology in Government Anthony Cresswell Center for Technology in Government Luis Luna Rockefeller College Ignacio Martinez Rockefeller College Theresa Pardo Center for Technology in Government George Richardson Rockefeller College Fiona Thompson Center for Technology in Government

  18. Product of value for both teams Make a model that works Understand the key variables that made BHS a successful project This is useful to CTG Understand how feedback SD models work To be able to use this experience to think about our projects using different lens This is useful KDI Hope that we can narrow the variables to a manageable size, so that it is a somewhat straightforward model New insights into HIMS There is humor in today That it works so well that we can use it to explore the other projects as well Hopes

  19. Ability to talk in SD terms It won’t be applicable to us, only to you Too hard for us That my own biases will cloud its outcome This is a waste of time Too hard That I won’t get it CTG do not have enough detailed data about BHS Talk, talk, talk and not get anywhere Have lunch Too little time to get to the good stuff Not understanding or being shown what happens behind the curtain Fears

  20. Concept Model

  21. Concept Model

  22. Concept Model

  23. Concept Model

  24. Concept Model

  25. Concept Model

  26. Concept Model

  27. Concept Model

  28. Concept Model

  29. Key Variables Elicitation

  30. Reference Modes

  31. Boundary Clarification(Original image redrawn in Word)

  32. Structure Elicitation(Original image redrawn in Vensim)

  33. Structure Elicitation(Original image redrawn in Vensim)

  34. Structure Elicitation(Original image redrawn in Vensim)

  35. Structure Elicitation(Original image redrawn in Vensim)

  36. Structure Elicitation(Original image redrawn in Vensim)

  37. Reflector Feedback

  38. Inter-session Modeling Activities

  39. Model Sectors

  40. Multi-stage process

  41. Single-stage process

  42. Second Modeling Session

  43. Agenda

  44. Structure Elicitation

  45. Reflector Feedback

  46. Model

  47. Team Experiments

  48. Team Discussion

  49. Reflector Feedback

  50. Reflector Feedback

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