1. FINANCE DAY WELCOME Liz Spencer Consultant Anaesthetist Clinical Tutor for Professional Development Gloucestershire NHS FT Education Adviser NACT UK Director, DoctorsTraining www.doctorstraining.com 13 th July 2016 9.30am – 4.00pm

2. Introductions – 5 mins Introduce to those on your table Complete some post-its – try & be specific What are your concerns? What do you want covered today? Discuss on table

3. Outcomes Understand what is expected of YOU in the new structures Frameworks & concepts for writing business plans / cases & annual reports Apply the proposed training tariffs to your LEP to understand your funding flows Consider how to report on the “value” of education money & ensure quality control Discuss & learn from colleagues

4. Ground Rules Stick to time Everyone contribute & Everyone listen Self-aware & self-manage Confidential Mix the tables?

8. Healthcare Financial Management Association HFMA (established 1950) is a registered charity and the only professional body in the UK dedicated to setting and promoting the highest standards in financial management and governance in healthcare. 10,000 members - a third of all finance staff working in UK healthcare. Represent, support and provide high quality, independent and objective advice to our members and the wider healthcare community. Promote best practice and innovation in financial management and leadership across the UK Respond to national policy and exert influence in shaping the wider healthcare agenda. www.hfma.org.uk

9. The Education & Training Tariff

10. Ensuring Quality Establish, publicise and explain to all parties, (trainers, supervisors, management and trainees) the Education Standards, by which high quality education may be defined and recognised. Agree valid methods to check delivery of the standards. (Education Audit) Embed these methods in the LEP, and establish routine systems to review and act upon the conclusions they allow.

13. Trainers - What does the GMC expect ? Hospitals should use the seven areas to show how they identify, train and appraise trainers a. ensuring safe and effective patient care through training b. establishing and maintaining an environment for learning c. teaching and facilitating learning d. enhancing learning through assessment e. supporting and monitoring educational progress f. guiding personal and professional development g. continuing professional development as an educator.

15. The Environment

16. 15 Requirements (JEST - HEWM) Patient Safety; trainee surveys, SUI/datix records, sickness, rota gaps Programme ; records of education leads appointments and appraisals, trainee surveys Induction; programmes, attendance and evaluation records Supervision and Assessment ; trainee surveys, records of role holders, wpba/SLE records(eg from EPs), evaluation of their appraisals by trainees Feedback; trainee surveys Protected Teaching; attendance and evaluation records Service Based Teaching; trainee surveys Senior Doctor Cover; consultant rotas, trainee rotas and time tables, handover procedures, trainee surveys Clinical Workload; trainee surveys, sickness and rota gaps Evidence Based Medicine and Audit; trainee surveys, induction programmes and evaluations Inappropriate Tasks ; trainee surveys Rotas ; direct rota inspection Accommodation and Catering; trainee surveys Leave; HR records, trainee surveys Junior Doctors’ Forum; agendas, attendance, minutes, trainee surveys

18. Measuring current practice 1.Learning Environment & Culture 2.Educational Governance & Leadership 3.Supporting Learners 4.Supporting Educators 5.Developing & implementing curricula & assessment

19. www.severndeanery.nhs.uk Quality Panel – Severn Experience Strengths: Useful opportunity to review ‘non GMC survey’ training data Useful opportunity to triangulate quality data annually A powerful process for improving quality of training Opportunity for greater trainee involvement Challenges: Not consistently applied in schools Variable format of panel including trainee representation Variable report structure and communication Inconsistency of scoring across geography and speciality

20. www.severndeanery.nhs.uk Quality Grade Workable, practical, helpful and inclusive Severn Experience – Schools would like more guidance on scoring Scoring needs ensure consistency across Severn and Peninsula Scoring needs to be consistent across all sites specialities and time

21. www.severndeanery.nhs.uk Quality Grade HESW Quality grading tool Derived from GMC standards Linked to GMC standards 2 themes of Working and Educational environment 4 Grades; Excellent, Good, Requires Improvement, Inadequate Principle of ‘best fit’ Provisional SWE grade and EEE grade brought to the panel for discussion

22. www.severndeanery.nhs.uk Quality Grade - SWE

23. www.severndeanery.nhs.uk Quality Grade - EEE

24. www.severndeanery.nhs.uk Overall Quality Grade Safe Working Grade Effective Education Grade Quality Data

25. www.severndeanery.nhs.uk Overall Quality Grade

26. www.severndeanery.nhs.uk Quality Panel - Reports Standardised report template for review Recording of grading, comments, actions Anomalies Report written as a ‘public document’ Emphasis on actions need to improve scoring, whatever the score Raising the ceiling as well as the floor

27. Your Next Steps Discuss on tables What has been the learning for you from today What are you going to do next Identify one action from each person

28. Leaders.. cope with change set direction align people to participate in that direction motivate people. John Kotter (2001), an expert in leadership at the Harvard Business School

29. demonstrate enthusiasm and excitement about work maintain a sense of optimism and confidence Help others to confront and resolve differences constructively Borrill, West et al (2001) Leaders..