Evaluate, consider and identify

Incorporate creating a plan into your agency’s standard planning processes. Doing this at the start informs the approach and is critical to its success. Use this planning stage to:

• evaluate the intention of the work with respect to each of the Data Protection and Use Policy (DPUP) Principles
• consider any ethical concerns and relevant professional codes of practice
• identify and assess any risks or opportunities.

Things to consider

Agencies need to think about:

• Who could help with this planning step?
• When is the best time to discuss this? For example, when setting up a contract between funder and service provider, initiating a research activity, or during regular planning processes (yearly, quarterly) that can include a focus on existing collections of data and insights.
• Are there any legal requirements to share or, alternatively, obligations to keep some information confidential? What impact will that have?
• How can the outcomes of the work best be shared with service users, whānau, communities and service providers who have a legitimate interest?
• What kind of support might people need to understand or apply the outputs of the work? If there are different audiences with different needs, does the work address those?

In relation to data and information, agencies should think about:

• What data is needed to derive or inform the insights?
• What understanding of the cultural context of the data is needed?
• Does it have existing collections (of data or insights) that other agencies, involved in related outcomes, may be able to apply in their work?
• Is it possible to use existing collections to reduce further collection or overlapping activity?