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Shared Services
Digital Services Playbook
The American people expect to interact with government through digital channels such as websites, email, and mobile applications. By building digital services that meet their needs, we can make the delivery of our policy and programs more effective. Today, to...
Human Resources Modernization
Modernization may be defined quite simply as an improvement that makes a business more efficient. This can be accomplished by replacing or upgrading out of date skills, processes, or technologies. For the purposes of this playbook, modernization is defined as,...
SAPOC Leadership Playbook
Using this Document The SAPOC Playbook will be maintained as an online resource and updated in coordination with members of the shared services community, inviting contributors from Federal agencies, QSMO, Unified Shared Services Management, and the Shared Ser...
Understand What People Need
We must begin digital projects by exploring and pinpointing the needs of the people who will use the service, and the ways the service will fit into their lives. Whether the users are members of the public or government employees, policy makers must include re...
Address the Whole Experience, from Start to Finish
We need to understand the different ways people will interact with our services, including the actions they take online, through a mobile application, on a phone, or in person. Every encounter — whether it’s online or offline — should move the user closer towa...
Make it Simple and Intuitive
Using a government service shouldn’t be stressful, confusing, or daunting. It’s our job to build services that are simple and intuitive enough that users succeed the first time, unaided. Key Questions What primary tasks are the user trying to accomplish? ...
Structure Budgets and Contracts to Support Delivery
To improve our chances of success when contracting out development work, we need to work with experienced budgeting and contracting officers. In cases where we use third parties to help build a service, a well-defined contract can facilitate good development p...
Assign One Leader and Hold that Person Accountable
There must be a single product owner who has the authority and responsibility to assign tasks and work elements; make business, product, and technical decisions; and be accountable for the success or failure of the overall service. This product owner is ultima...
Bring in Experienced Teams
We need talented people working in government who have experience creating modern digital services. This includes bringing in seasoned product managers, engineers, and designers. When outside help is needed, our teams should work with contracting officers who ...
Choose a Modern Technology Stack
The technology decisions we make need to enable development teams to work efficiently and enable services to scale easily and cost-effectively. Our choices for hosting infrastructure, databases, software frameworks, programming languages and the rest of the te...
Deploy in a Flexible Hosting Environment
Our services should be deployed on flexible infrastructure, where resources can be provisioned in real-time to meet spikes in traffic and user demand. Our digital services are crippled when we host them in data centers that market themselves as “cloud hosting”...
Automate Testing and Deployments
Today, developers write automated scripts that can verify thousands of scenarios in minutes and then deploy updated code into production environments multiple times a day. They use automated performance tests which simulate surges in traffic to identify perfor...
Manage Security and Privacy through Reusable Processes
Our digital services have to protect sensitive information and keep systems secure. This is typically a process of continuous review and improvement which should be built into the development and maintenance of the service. At the start of designing a new serv...
Use Data to Drive Decisions
At every stage of a project, we should measure how well our service is working for our users. This includes measuring how well a system performs and how people are interacting with it in real-time. Our teams and agency leadership should carefully watch these m...
Default to Open
When we collaborate in the open and publish our data publicly, we can improve Government together. By building services more openly and publishing open data, we simplify the public’s access to government services and information, allow the public to contribute...
Embracing the SAPOC Leadership Role
You are currently assigned, or planning your upcoming performance, in one of the most exciting and impactful roles within your Agency. In FY2023, OMB released Memorandum A-11 which included a directive that SAPOCs must be included in the review and approval of...
Innovation is a Team Sport
Forming and developing a winning team as a SAPOC is essential for effectively driving shared service initiatives within the agency. You are supported by resources that have a vested interest in your success. There are people in your agency who believe in the i...
Task-Centered Shared Services
Task optimizations are your best opportunity to quickly make progress and gain support for Shared Services. Task-centered evaluations allow you to identify processes that can be optimized to reduce manual data entry, improve data accuracy, automate functions, ...
Systems-Focused Shared Services
Removal of redundancies, sunsetting, and or consolidation of existing legacy systems may be of critical importance in your Agency. Evolving requirements, legislation, and guidelines can impact legacy systems, such as the impact of future FedRAMP requirements f...
Managing Agency Goals & Objectives
Leading, influencing and advising your Agency’s Shared Service efforts across all major lines of business is a full contact sport. You will need to hone your coaching and mentorship skills to adjust to the unique needs of each operational area. Be mindful that...
Leveraging the SAPOC Ecosystem
You can leverage the SAPOC ecosystem as a powerful tool to drive success in managing Shared Service initiatives within your Agency. Initially, you should tap into the diverse network of SAPOC peers across different agencies, fostering collaboration and knowled...
Assessing, Acquiring, and Deploying Resources
A SAPOC succeeds by leveraging all available resources at their disposal to drive success in managing Shared Service initiatives within the agency. This means identifying and mobilizing a comprehensive array of resources, including human capital, financial inv...
The Introspective SAPOC
An introspective SAPOC is one who consistently engages in self-reflection and self-assessment to enhance their effectiveness in driving shared service initiatives within their Agency. This involves regularly examining their own actions, decisions, and leadersh...