1. WP5– HANDBOOK ON PLANNING METHODOLOGIES Paolo Michelutti JOINT ACTION HEALTH WORKFORCE WP5 Workshop, Turin – September 18 th 2014

2. The road to the handbook

3. Which directions? D052 Handbook on planning methodologies The handbook will give the results of the assessment of planning methods on the base of drivers, processes, procedures (including law aspects), actors and projection period. The handbook will also point out, for the existing methodologies, a list of resources needed and benefits expected. The handbook will also include a description of cases of failure and success in different MSs. [JA HWF Grant Agreement – Annex Ib] D052 Handbook on planning methodologies The handbook will give the results of the assessment of planning methods on the base of drivers, processes, procedures (including law aspects), actors and projection period. The handbook will also point out, for the existing methodologies, a list of resources needed and benefits expected. The handbook will also include a description of cases of failure and success in different MSs. [JA HWF Grant Agreement – Annex Ib] Evidences from the field Advices from the literature

4. Which directions? Inputs from the JA partners (Lisbon, June 17 th ) a)Different scenarios and contexts b)Clarity of structure of the Handbook with a “metastructure” that helps to orient the user. c)A content “evidence based” to make it clear that it is not “out of the blue”. d)Test/self-evaluation for countries to estimate their situation. e)Ownership with authors from different countries with whom a user can identify. Inputs from the JA partners (Lisbon, June 17 th ) a)Different scenarios and contexts b)Clarity of structure of the Handbook with a “metastructure” that helps to orient the user. c)A content “evidence based” to make it clear that it is not “out of the blue”. d)Test/self-evaluation for countries to estimate their situation. e)Ownership with authors from different countries with whom a user can identify. Collection of good practices Step-by-step guide on implementation

5. Which directions? Inputs from the JA partners (Lisbon, June 17 th ) f)Contact details of national experts to contact whether info is still updated. g)Not only in English. h)A set of leaflets to use as policy brief / advocacy material i)Link the health work force planning to "cost effectiveness planning' from a planning process point of view. j)The handbook shall contain specific software tools that helps the planner to make projections and build scenarios Inputs from the JA partners (Lisbon, June 17 th ) f)Contact details of national experts to contact whether info is still updated. g)Not only in English. h)A set of leaflets to use as policy brief / advocacy material i)Link the health work force planning to "cost effectiveness planning' from a planning process point of view. j)The handbook shall contain specific software tools that helps the planner to make projections and build scenarios Compendium of HWF planning Encyclopedia of HWF planning

6. MINIMAL NICE TO HAVE UNREACHABLE Priority order In time / feasible

7. … in the meanwhile in Florence… 1.Belgium 2.Denmark 3.England 4.Finland 5.The Netherlands 6.Norway 7.Spain 1.Belgium 2.Denmark 3.England 4.Finland 5.The Netherlands 6.Norway 7.Spain 7 planning systems description. Highlights of some strengths and weaknesses of the 7 systems. Discussion on the different elements of the description grid. -GOALS -FORECASTING MODEL -DATA SET -ACTION PLANNING -ORGANISATION

8. Structure of the handbook M4 Description of the 7 planning system M4 Description of the 7 planning system M5 Strenghts and weaknesses M5 Strenghts and weaknesses M6 Collection of good practices M6 Collection of good practices M2 Goals and principles of the handbook; planning theory. M3 Methodoly M1 Executive summery M7 Recommendations for implementation and improvment Additional papers from WP5 parnerts on local practices and critical remarks Additional papers from WP5 parnerts on local practices and critical remarks

9. Main content: Module 1 EXECUTIVE SUMMARY 1)Objectives of the handbook. 2)Structure of the handbook. 3)Main contents of each chapter. 30%

10. Main content: Module 2 INTRODUCTION 1)Goals and principles of the handbook. 2)HWF planning in EU countries. 3)Elements of the HWF planning system. 75%

11. Module 2 in details 1)Goals and principles of the handbook. 2)HWF planning in EU countries. Definition of HWF planning. HWF planning "importance". HWF planning specificities in EU. [TO BE COMPLETED] HWF and HWF planning current situation in EU. [TO BE COMPLETED] Advices of specific actions on EU level to improve HWF planning. [TO BE COMPLETED] 3)Elements of the HWF planning system. Goals Forecasting model Data for HWF planning Link between planning and policy actions Organization of the HWF planning system.

12. Main content: Module 3 Methodology and notes 1)Joint Action framework 2)How to use this “Handbook” 3)The seven countries selected 50%

13. Module 3 in details Methodology and notes 1)Joint Action framework 2)How to use this “Handbook” Users of the handbook. [TO BE COMPLETED] Handbook as collection of experiences. [TO BE COMPLETED] Handbook as inventory of good practices and tools. [TO BE COMPLETED] Handbook as guidelines. [TO BE COMPLETED] 3)The seven countries selected Assumptions. Inclusion criteria. Selection.

14. Main content: Module 7 Recommendations 1)Recommendations for the implementation of a HWF planning system. [TO BE COMPLETED] 2)Recommendations for the improvement of a HWF planning system. [TO BE COMPLETED] 0%

15. Module 7: plan to complete it Recommendations for the implementation of a HWF planning system  webinar with selected WP5 partners Recommendations for the improvement of a HWF planning system.  discussion with incountry experts about “missing parts” that other countries developed (Considering also Matrix’suggestions)

16. Main content: Module 4 Planning systems comparison 1)Goals 2)Type of forecasting model 3)Data set, data sources and methods 4)Link between planning and policy actions 5)Organization of the planning system 90%

17. Module 4 in details Planning systems comparison 1)Goals 2)Type of forecasting model 3)Data set, data sources and methods 4)Link between planning and policy actions 5)Organization of the planning system BEDKENFINONLSP

18. Main content: Module 5 Evaluation of the selected practices 1)Check list for HWF planning practices evaluation. 2)Results of the HWF planning practices evaluation. 3)HWF planning good practices identification 100%

19. Main content: Module 6 Description of the good practices 1)3 good practices from Belgium 2)1 good practice from Denmark 3)3 good practices from England 4)1 good practices from Finland 5)4 good practices from The Netherlands 6)1 good practice from Norway 7)2 good practices from Spain 50%

20. Module 6 in details Good practiceDescriptionGood practiceDescription BE_stakeholder_involvmentNL_assess_currentHWF BE_datacollection_supplyNL_forecast_demand BE_monitoring_enablingNL_FTE_estimation DK_forecast_supplyNL_selfevaluation EN_smart_goalsNO_forecast_demand EN_stakeholder_involvmentSP_multiregional_planning EN_datacollectionSP_forecast_budgetconstrain FI_harmonized_planning

21. Lay-out of the handbook The layout and the functionalities of the hypertext as you will see it on the website will surely be different from this: as of now the website is not yet in development stage and we can’t design the hypertext independently from the website itself. So what you see here it’s just to make the point that the handbook should be conceived as a hypertext from the start. DEMO  http://ink2.it/hwf/http://ink2.it/hwf/ DEMO  http://ink2.it/hwf/http://ink2.it/hwf/ NOTE

22. How far we still have to go?

23. Next steps ModuleWriting the first draft ReviewingWriting the second draft M1To do M2To complete To do M3To completeTo do M4To complete To do M5DoneTo completeTo do M6To complete To do M7To do

24. Questions

25. Thank you!