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Strategy Survival Guide

Prime Minister's Strategy Unit

Version 2.1

Strategy Development > Research & Analysis > Tasks

Gathering knowledge

The starting point for this phase of the project is to gather relevant data, information, and knowledge to build an accurate understanding of the issues in hand, and the effectiveness of past and present policy responses.

There are many different data types & sources available, and also many methods for gathering new knowledge, including surveys and interviews and focus groups. The data, sources and methods used will depend very much on the nature of the project. Each type of knowledge has distinct sources, grammars and appropriate methods of use and interpretation. The key challenge is to strike the right balance between formal quantitative sources of knowledge and more subjective, qualitative types of knowledge.

Before initiating any new research effort it is important to identify existing data and critically appraise it to ensure it is of sufficient quality, perhaps using methods such as systematic reviews or meta-analysis as outlined in the Magenta Book. Early links should be established with the full range of government specialists (economists, scientists, social researchers, statisticians etc) as well as those in the wider academic and research community in order to seek advice and avoid duplication of effort.

The design of this phase should be informed by the structure developed when clarifying the issues using techniques such as issue trees in the last phase. This will enable the data gathering and analysis process to be hypothesis led and avoid the need to 'boil the ocean' of all available sources. Although options should not be blocked off and the information gathering process unduly narrowed, the process will be more efficient if the team's efforts are focused around its emerging notions of the way forward. It is important to regularly revisit the hypotheses in the light of the emerging evidence from the data.

Gathering Sponsor & Stakeholder Perspectives

Understanding the different perspectives of the sponsor and key stakeholders is a crucial part of the knowledge gathering process. Taking time to understand the sponsor's perspectives will make it easier to ensure that the project answers their key concerns. It will also provide understanding of the political context behind the issue or problem. Similarly, it is important to be fully informed about the perspectives of different stakeholders. Interviews with key stakeholders, including experts, practitioners and frontline staff - who often have a richer understanding of the position than managers or experts - will assist the stakeholder mapping process and should feed into the stakeholder engagement plan. Listening to different perspectives can provide new lenses for looking at the issues and suggest alternative solutions.

Managing the Information Gathering Process

It is crucial to factor in sufficient time for the knowledge gathering process. New sources will undoubtedly emerge as the process proceeds, which will require additional time to investigate - for example, interviewees may suggest other people to interview. However, it is also important that the team is not distracted by areas that are not the core focus of the project.

Where significant data and knowledge do not currently exist, new research may need to be commissioned. The conclusions of this research may not be available within the time scales of the project, however strategies need to be designed to be flexible enough to respond to new knowledge as it emerges.

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