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As-is and to-be service design blueprints of the Personal Tax Account service showing moments of truth. These include - Registration for alerts will avoid call centre interactions; Reduced data errors will avoid triggering notification letters and ensuing support calls.

HMRC Personal Tax Account Rethink

Over time, HMRC's "Personal Tax Account" service had devolved into an inconsistent repository for various tax-related communications and information, with no clear business problem or defined user needs. The service leadership was keen to land the vision, follow the service standard, and pass service assessment.

  • Vision realization Pioneered a phase of visioning work that culminated in a clear, simplified purpose statement focused on meeting user needs while building citizen trust.
  • Strategic clarity Transformed a ‘portalised’ dumping ground into a service with a clear, articulate vision and strategic path through inclusive workshops and strategy sessions.
  • Blueprints to action Transitioned vision into actionable plans by expressing as-is/to-be gaps in detailed service blueprints and co-authoring the next phase briefing.

The challenge

Addressing the existential crisis of HMRC’s “Personal Tax Account” service which, over time, devolved into an unstructured repository for various tax-related communications and information, with no clear problem definition or purpose in serving specific user needs.

Blueprints with a thematic lens to focus on key problems

My Role

Engaging as a Service Designer, I navigated through a complex web of stakeholders and teams, instigating clarity and unity through strategic workshops, and translating the refined vision into actionable service blueprints and phase briefings.

How I Did It

By spearheading strategy workshops and employing design tools focused on problem space, purpose definition, and vision1, I forged a new, simplified purpose statement. The subsequently developed service blueprints and coordinated next-phase briefings bridged the gap between strategic vision and tangible action across technical, business, and delivery dimensions.

The project in a bit more detail

The HMRC “Personal Tax Account” was suffering from a number of existential challenges. Owners and managers could not identify exactly what problem the service solved, nor could they pinpoint any specific needs it addressed. Over time, it had become a portalised dumping ground for elements of tax code communications, PAYE, and pensions information display. This lack of clear purpose led the leadership team to kick off a phase of visioning work and I was recruited to lead this exploration.

Action and outcomes

I was engaged as a service designer working across teams in the Newcastle Digital Delivery Centre. In order to bring together a large and complex network of stakeholders, I created design tools and led teams through strategy workshops: problem space; purpose definition; and vision canvas. These workshops resulted in greater clarity and a much simpler purpose statement centred on reducing costs while building citizen trust.

With the vision successfully in place, I expressed the as-is/to-be gaps in a series of service blueprints and wrote the next phase briefing with technical architects, business and delivery teams.

Activities

  • Stakeholder management
  • Strategy and planning
  • Workshop facilitation
  • As-is/to-be gap analysis
  • Team coaching and knowledge transfer
  • Service blueprinting
  1. I designed the Vision Canvas (review longer article) as an extension to the standard business model canvas taking into account the different range of pressures and influences a service experiences in public sector. The canvas introduces a #oneTeamGov approach, planning for inclusion of policy constraints and identifying opportunities to share findings to help other organisations acting in the same ecosystem. 

Can I help you solve a similar problem? dug@goodlookslikethis.com

Tags: gov.uk, user research, GDS service standard, service assements, MTD, HMRC