• Survey the policy and service landscape

     

    See the bigger picture: Assess how the problems you identified play out in the broader policy and government service ecosystems. Use resources (such as the Australian Government Architecture and Delivering Great Policy Toolkit) to understand the landscape and the intentions of different policies.

    Align to government priorities: Have a clear understanding of how your service will contribute to government priorities including the achievement of the Data and Digital Government Strategy 2030 vision.

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  • Digital Investment Plan (DIP) Guidebook

    Digital Investment Plan (DIP) overview

    Overview

    The Digital Transformation Agency (DTA) has developed this guidance to support government agencies to design and implement Digital Investment Plans (DIP).

    Greater focus on short, medium, and long-term planning intends to instil a culture of future - focused strategic digital investment planning, leading to better digital investment outcomes.

    Purpose of plan

    The DIP is a resource to outline and define the short, medium, and long-term digital goals, initiatives, and outcomes of an agency's digital horizon. ​It also aligns digital investments with the strategic priorities, business needs and user expectations of the agency.

    Authority

    As part of the Data and Digital Government Strategy (the Strategy), Cabinet agreed that agencies need to implement short, medium, and long-term digital plans from 1 July 2025. 

    Applicability

    This guidebook is applicable to all government agencies that are required to submit a DIP as part of the Budget process. The DIP should align with the agency's strategic plan, business case, and ICT strategy, and demonstrate how the agency contributes to the achievement of the Strategy. 
    Proposals assessed by the DTA as a part of the Digital and ICT Investment Oversight Framework (IOF) will have to be aligned with the DIP of the relevant agency.

    Digital Investment Plan flow chart demonstrating the 6 sections: Agency Overview, Current State, Digital Outlook, Planning, Enablers, Risks.


     

  • Section 1 : Agency Overview

  • Section 1: Agency Overview

    Agency Mission

    This section should provide a brief introduction of the role and functions of your agency and explain how digital technology underpins service delivery and outcomes. 

    Use clear and concise language and avoid jargon and acronyms. Provide examples and evidence to illustrate your points. 

    List of key digital services and outcomes

    Define your key digital services including services you deliver to other agencies. 

    How do you deliver your digital services?

    What are your core system capabilities based on your missions?

    Who are your key stakeholders or customers? 

    How do your digital services and outcomes contribute to the Data and Digital Government Strategy?
     

  • The Digital Service Standard is made up of 10 criteria to help agencies design and deliver services that are user-friendly, inclusive, adaptable and measurable. To successfully apply the standard, agencies must meet all the criteria.

  • Existing Systems

    A digital or ICT system is a related set of functional capabilities, including hardware and software, that perform a task or solve a business need. 
    A system may contain one or more platforms, portals, application, websites and data stores.

    This section provides a list of important existing systems that your agency utilises or provides. This includes the purpose of the system, it’s criticality to core business functions, dependencies, expected end-of-life and planned upgrades or replacements.

    Existing systems that are likely to require significant investment or replacement within the next 10 years with costs in the vicinity of $10 million or more should in included. Systems that are supporting critical services or operations but are under the $10 million threshold can still be included at the discretion of the individual agency. 

    System Type

    May include platforms, portals, applications, websites and data stores. Define what technology underpins the system. 

    System Purpose

    Is the digital or ICT system being used for internal operations or policy driven outcomes? 

    Criticality

    What is the level of criticality to core business functions? 

    Planned Upgrades and Replacements

    End-of-Life (EoL) considerations.

     

  • Downloadable resources

  • Section 3: Digital Outlook

    Vision

    The Digital Outlook should provide a clear vision statement of how your agency intends to use digital technologies and data to deliver better outcomes for your stakeholders and customers.

    Your vision defines how your DIP aligns with the Data and Digital Government Strategy. Your agency may choose to compose a vision statement that encompasses the entire digital horizon, or you may want to address each strategic view individually. 

    Short-term Strategic View

    Defines your digital commitments between 0 to 2 years (0 to 24 months).

    The short-term strategic view is focused on well-developed proposals informed by high levels of detail. 

    Medium-term Strategic View

    Defines your digital commitments between 2 to 4 years (25 to 48 months).

    The medium-term strategic view is focused on moderately developed proposals that need refinement but have a high degree of certainty.

    Long-term Strategic View

    Defines your digital ambitions between 4 to 10 years (49 to 120 months).

    The long-term strategic view is focused on the thematic aspects of digital and ICT planning.

     

  • Digital Inclusion Standard checklist

  • The Digital Inclusion Standard is made up of 5 criteria for designing and delivering inclusive and accessible digital government services through best practice principles. To successfully apply the standard, agencies must meet all the criteria.

  • Criterion 1 – Embrace diversity

    Criterion requirements

    To successfully meet this criterion, agencies need to:

    1. Consider diverse user needs from the outset.
    2. Co-design the digital service and its accompanying artifacts.
    3. Apply cohort-specific digital inclusion requirements.

    For existing services, this means that agencies should demonstrate that the service meets the varied needs and perspectives of a wide range of user groups. 

    Checklist items

    • The needs of your diverse users and how the experience of the service differs between individuals from diverse backgrounds are understood.

      Best practice approaches:

      • Continuously involve users in the service delivery process by incorporating their perspectives, needs and feedback. Encourage shared ownership by co-designing accompanying artifacts, such as tutorials and guides, using language that is meaningful to all. Collect analytics and data and conduct interviews, surveys and observation on user needs, goals, expectations and behaviours.
         
    • The service meets the needs of all cohorts that access the service.

      Best practice approaches:

      • Conduct regular usability testing with individuals from diverse backgrounds, including those with different abilities, ages and cultural contexts. Recognise that various aspects of a person’s identity, such as race, gender and age, all work together to shape their digital experience. Tailor the digital service to meet specific needs of user groups and promote inclusion to make sure support is provided at the appropriate level.
    Optional
    • Describe how the digital service complies with this criterion, referencing best practice approaches deployed where possible.
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  • Criterion 2 – Motivate digital use

    Criterion requirements 

    To successfully meet this criterion, agencies need to: 

    1. Communicate the benefits of adopting a digital channel.
    2. Understand the motivations of your audience.
    3. Make the digital service easy to use.

    For existing services, this means that agencies should communicate the benefits of using a digital service, understood the motivations of their audience and made the digital service easy to use.

    Checklist items

    • The service clearly communicates , or communicated upon release, the benefits of being digital. 

          Best practice approaches: 

      • Provide clear and comprehensive information about the purpose and benefits of digital services. Where possible, highlight time savings, convenience and emphasise how these enhance the overall user experience.
      • Use inclusive language and imagery, avoiding stereotypes and biases when communicating with your audience. Consider diverse cultural perspectives and make sure content is simple, respectful, and welcoming for all.
         
    • The motivations of the services’ targeted audience are understood.

       Best practice approaches: 

      • Use research and insights to understand the motivations of users and encourage them to remain engaged. This will help you understand if a service is too complicated or lacks support. To determine your current baseline of engagement, assess what proportion of your target audience engages online and work towards practices that encourage greater inclusion.
         
    • The digital service is easy to use.

      Best practice approaches:

      • Consider demonstrating the service to new users. If possible, allow them to interact with the service and experience it firsthand. Prioritise interfaces that prioritised content that’s easy to find and make interactions as straightforward as possible.
      • Craft user guides with step-by-step instructions and include visual aids to support deeper levels of understanding. Provide a tiered structure in your support documentation, such as basic content for beginners and advanced topics for more experienced users. Determine where a self-service approach, such as online forums, can help users through their challenges.
      • Address challenges and make sure services are accessible so they allow for independence, empowerment and digital success. Remove barriers that may force users to help to others for help. This is particularly important for services that detail finance or health-related information that the users may prefer to keep private.
      • Encourage users to take their first digital step by lowering the barriers to getting started. For instance, promote awareness of the service through a variety of channels and offer hybrid service options, where available, that allow users to start a process offline and complete it online, easing them into the digital option.
      • Review internal and external data collection methods, where possible, support users to provide information only once. Minimising duplication helps reduce frustrations for users.
         
    Optional
    • Describe how the digital service complies with this criterion, referencing best practice approaches deployed where possible.
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  • Criterion 3 – Protect users

    Criterion requirements

    To successfully meet this criterion, agencies need to:

    1. Establish and maintain a safe digital environment for users.
    2. Counter scams and misinformation.
    3. Provide transparency and feedback loops.

    For existing services, this means that agencies must have mechanisms in place to ensure the service is safe, counters scams and misinformation and provides transparency and feedback loops by users.

    Checklist items

    • There are processes in place to ensure a safe digital environment for users of the service.

      Best practice approaches:

      • Hate speech and online abuse impacts participation and inclusion. Establish clear community guidelines on acceptable behaviour and proactively moderate digital content. Where appropriate, leverage technology to identifying instances of malicious behaviour and align to best practices outlined by the eSafety Commission.
         
    • The service has measures in place to counter scams and misinformation.

      Best practice approaches:

    • Transparency and feedback loops are provided for users of the service.

      Best practice approaches:

      • Communicate the safety measures that are in place to safeguard users against potential threats. Set up clear communication channels to report safety concerns and commit to resolving issues promptly.
    Optional
    • Describe how the digital service complies with this criterion, referencing best practice approaches deployed where possible:
       
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  • Understand your service's life cycle

     

    Invest for the future: Consider whole-of-life investment costs, including maintenance and upgrades, to ensure proper investment across short-, medium- and long-term horizons. Familiarise with the Investment Oversight Framework and its thresholds. Get in touch with the Digital Transformation Agency for questions about the ICT Investment Approval Process and work with the relevant area of the Department of Finance to understand ongoing costs.

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Connect with the digital community

Share, build or learn digital experience and skills with training and events, and collaborate with peers across government.