PayModernisation NHS Wales Working in Partnership 1 Job Planning Training Programme Draft January 2014

PayModernisation NHS Wales Working in Partnership 2 Module 1 The Job Planning Process

PayModernisation NHS Wales Working in Partnership 3 Aims of job planning  Job Planning at core of contract (with appraisal);  Using doctors’ time to best meet local service needs and priorities;  Agreeing expected outcomes;  Link to appraisal;  Better engage doctors in improving patient care and service modernisation.

PayModernisation NHS Wales Working in Partnership 4 The Job Plan  Agreed outcomes & supporting resources  All doctor’s NHS commitments  Number & schedule of Sessions  Prospective timetable of commitments  Doctor fulfil agreed duties & make best efforts to meet outcomes

PayModernisation NHS Wales Working in Partnership 5 Who and When?  Clinical manager, doctor & service manager or equivalent  Part of normal annual job cycle round  3 Stages – job plan meeting - review plans for team - confirm individual job plans  Team job planning

PayModernisation NHS Wales Working in Partnership 6 Team Job Planning  Where appropriate to be encouraged  Many aspects can be done through team discussion  E.g., apportioning clinical work fairly; who leads on activities such as teaching, clinical audit, etc  Individual job plan still needed to pick up individual PDP issues, etc

PayModernisation NHS Wales Working in Partnership 7 Links with Appraisal  Separate but linked process  Likely to be done by different people  Appraisal PDP needs to inform the Job Plan discussion  Appraisal where quality of SPA activities generally considered  Effective job planning and effective appraisal help ensure revalidation

PayModernisation NHS Wales Working in Partnership 8 Doctor’s Responsibilities  Help ensure regular job planning happens, and quality of discussion  Bring issues and ideas to the table  Ensure service improvement discussed  Help prepare relevant supporting information  Identify proposed SPA activities

PayModernisation NHS Wales Working in Partnership 9 Manager’s Responsibilities  Ensure regular job plan reviews occur, and quality of discussion  Bring organisational priorities and ideas to the table  Help prepare relevant supporting information  Ensure service improvement discussed  Ensure outcomes agreed relating to wider business and organisational issues

PayModernisation NHS Wales Working in Partnership 10 Potential barriers to effective job planning  Competing priorities;  Culture and attitudes;  Time for job planning;  Lack of robust information;  Lack of preparation;  Trust between doctor and their manager.

PayModernisation NHS Wales Working in Partnership 11 Preparing for the Review 1 Doctor can helpfully provide:  - any previous job plan, or  list of current clinical responsibilities  previously agreed additional duties  proposals for SPA activity  - any clinical audit/governance issues  - PDP and ideas for improving service

PayModernisation NHS Wales Working in Partnership 12 Preparing for the Review 2 Clinical and service manager to be aware of  - Directorate targets  - any clinical audit/governance issues  - planned changes to service delivery and any wider organisational issues  - available resources Input from other parts of NHS doctor works in

PayModernisation NHS Wales Working in Partnership 13 Preparing for the Review 3 Developing Outcomes:-  activity & safe practice  clinical outcomes  clinical standards  local service requirements  managing resources  quality of care

PayModernisation NHS Wales Working in Partnership 14 Preparing for the Review 4 Information sources:-  local clinical systems  management systems  external best practice  benchmarking  - valid, accurate, & agreed

PayModernisation NHS Wales Working in Partnership 15 Preparing for the Review 5 Briefing the participants:-  - Briefing/training for those involved  - Briefing/training for clinical & service managers  - Notice of review meetings  - Prior discussion of the format  - ‘No surprises!’

PayModernisation NHS Wales Working in Partnership 16 Preparing for the Review 6 Setting the environment:-  - agree the date well in advance  - suitable room, no disturbances  - allow plenty of time  - agree format/expectations beforehand  - set the right tone

PayModernisation NHS Wales Working in Partnership 17 Stage 1: Describing Existing Work  Existing work and activities  Pressures and constraints  On-call  Work above/below normal hours/sessions  Reasons for this  Expected changes  Proposals for the coming year

PayModernisation NHS Wales Working in Partnership 18 Stage 2: Review  Balancing workload  Alternative ways to deliver service  Improve clinical practice  Service modernisation/innovation  Outcomes and benchmarks  Addressing problems  Effects on others

PayModernisation NHS Wales Working in Partnership 19 Stage 3: Confirming the Job Plan  Reaching agreement  Documenting – signed Job Plan  Consequent action  Monitoring progress  Resolving disagreements

PayModernisation NHS Wales Working in Partnership 20 Appeals Process  Formal process exists  Emphasizes and encourages local informal resolution of issues  Formal hearing as a last resort  Outcome likely to be ‘rough justice’  All parties have to work together in future years

PayModernisation NHS Wales Working in Partnership 21 Following Up/Future Years  In-year changes  Problems achieving outcomes  End-of-year review  Developing the process  Evaluation & monitoring

PayModernisation NHS Wales Working in Partnership 22 Job Planning Currencies This covers DCCs, SPAs, additional responsibilities, and external duties

PayModernisation NHS Wales Working in Partnership 23 Direct Clinical Care  emergency duties (including on-call)  operating sessions, incl. pre and post operative care  ward rounds and outpatient activities  clinical diagnostic work  public health duties  multi-disciplinary meetings about direct patient care  patient related admin linked to clinical care

PayModernisation NHS Wales Working in Partnership 24 Supporting Professional Activities  audit  CPD  clinical governance activities  training and formal teaching  appraisal  job planning  research

PayModernisation NHS Wales Working in Partnership 25 Additional NHS responsibilities  Other responsibilities in the organisation not undertaken by the generality of doctors e.g.  clinical manager,  clinical audit lead,  clinical governance lead

PayModernisation NHS Wales Working in Partnership 26 External Duties  External duties  e.g. trade union duties, work for the Royal Colleges or Government Departments in the interests of the wider NHS

PayModernisation NHS Wales Working in Partnership 27  End of Module 1