1. West Essex Business Planning Process
My health, My future, My say Building a sustainable health and care system in West Essex

2. Transformation Key principles
Must deliver the vision of Better Integrated Care for West Essex
Rolling programme of change (4 mthly cycle)
System wide programme managment includes all key stakeholders
System & stakeholder success must be aligned
Guidance 4
Sets out the underpinning principles for the establishment of the programme – the strategy and approach (whole system engagement etc)

3. Transformation stages
Development
B. Confirmation
C. Implementation
Guidance 5
The 3 key A,B and C development stages
D. Evaluation

4. West Essex Transformation Programme
14/15 Phases 1 - 3
P1 launch
14/15
Nov
Oct
Sept
June
May
Apr
Jul
Feb
Jan
Dec
Aug
Mar
P1 Stage A & B
Phases
Rolling Programme - 3 Phases of transformation annually
P1 Stage C & D
P2 launch
14/15
Programme Management
Launch through CCG health & care committee and System Leadership Forum
Transformation team programme manages and reports to CCG Exec / H&C / Leadership Forum
P2 Stage A & B
P2 Stage C & D
P3 launch
14/15
Programme Resource
Transformation team co-ordinates and support programme boards.
Guidance 13
This is a simple cycle of planning for each of 3 phases following the process mapped out for Stagea A,B and C in previous slides. The balance of what is possible for individual phases in terms of scheme size and numbers will have to be accessed and owned by the Clinical Commissioning Committee and System Leadership forum. Clearly the drive for the CCG is to ensure the scheme (s) deliver care within the financial framework for West Essex.
P3 Stage A & B
P3 Stage C & D

5. Transformation key documents
Idea development proposal (IDP)
System project dev team
Data collection request (DCR)
Business case draft (BCD)
Business case final (BCF)
Business framework (BF)
Project initiation document (PID)
Evaluation document (ED)
Transformation key documents
The key documents required to establish each scheme leading to transformation:
Implementation success factors template
Service change impact factors template
Monitoring
Guidance 10
This set out the key documents which are required to support the development of each project. A pack is being developed which will have to be completed for each new project.

6. Development stage A 8 weeks Idea development Evidence & data
Business case
STEP 1: Initial idea – any source
STEP 2 *: Idea Development Proposal (IDP) – agreed by system leadership forum / health & care committee
STEP 3: System project development team
STEP 4: Gather evidence / data
STEP 5: Review data & literature (incl. clinical review)
STEP 6: 1st Draft business case
STEP 7: Programme Board review – approve continuing to final BC.
STEP 8:Final Business case
Guidance 6
Main Development stage of project set out in 8 steps. With all the stages of the programme each step may not be discrete and should not prevent progress on other elements of the process where appropriate e.g. Steps 1 and 2 will naturally run in parallel.
The System Project Development Team (SPDT) – will be key to ensure system wide engagement of the right people and appropriate ownership of all the organisations involved
Timeline - The guidelines on the time required for each part of the programme are set out on slide 9 within a 17 week time window reflecting 1/3 of a year

7. Confirmation stage B 3 weeks Approve Business framework
STEP 9: CCG approve Final Business Case – Health & Care committee
STEP 10: System approve final Business Case – Leadership forum
STEP 11: Business framework (pre contract)
Contract principles
Risk sharing
Indicative activity and financial impact agreed
STEP 12 : Business Framework + Business Case – CCG H&CCC approve
Guidance 7
The core approval requirement for progressing a project is set out in this Stage and importantly requires both the ‘Business Case’ and CCG Business Framework. It is the business framework that embeds the discipline of determining and agreeing the specifics of provider impact on service activity and the associated financial agreement. This framework should be led by the Contracting Team.
Timeline - The guidelines on the time required for each part of the programme are set out on slide 9 within a 17 week time window reflecting 1/3 of a year

8. Implementation stage C
6 weeks
Monitor
Project Implementatn
Project Launch
STEP 13: Project implementation document complete
STEP 14 : PID Approved – H&CCC / System Leadership forum
STEP 15: Business framework complete
Contract variation document complete & agreed
STEP 16 : Key Implementation Success factors monitored
STEP 17: Monitoring Reports to Leadership Forum / CCG Committees
Guidance 8
This is the key implementation stage of the project which required support of the system to initiate the full project. It requires the final detail of the contractual agreement to be agreed amongst all relevant stakeholders, and required the service change timeline to be published (it is this timeline which is wholly dependent on the nature of the programme and extent of change required.
The system forum will need to agree whether more detailed provider implementation plans are also shared, for assurance, at this stage……..
Monitoring and evaluation will have to be sufficient to inform the system in addition to the requirements of the CCG – templates TBC

9. Approval of recommendations
Evaluation stage D
6 month review
Project Evaluation
Approval of recommendations
STEP 19: Formal evaluation of quality and financial outputs from project after 3 months.
STEP 20: Recommendations to continue / stop / amend project processes to achieve objectives.
STEP 21: Programme board discussion of evaluation and recommendations.
STEP 22: Recommendations to health & care committee for approval to continue / stop / amend.
STEP 23: Further evaluation of the project after 6 months performance.
Guidance 8
This is the key implementation stage of the project which required support of the system to initiate the full project. It requires the final detail of the contractual agreement to be agreed amongst all relevant stakeholders, and required the service change timeline to be published (it is this timeline which is wholly dependent on the nature of the programme and extent of change required.
The system forum will need to agree whether more detailed provider implementation plans are also shared, for assurance, at this stage……..
Monitoring and evaluation will have to be sufficient to inform the system in addition to the requirements of the CCG – templates TBC

10. Indicative timescales
Timeline
2wks
Idea development
3wks
Evidence
Business case
1Wks
Approve
2Wks
Business framework
3Wks
Project implementation
Project launch
Project monitoring
3 Mths
Project Evaluation
6 Mths
Continued Project Evaluation
Development
Stage A
Confirmation
Stage B
Indicative timescales
Implementation
Stage C
Guidance 9
Timeline – the time required for each step is purely indicated and for the purposes of effective planning. There will be parallel running of some steps of the programme for project development and the overall 17 week timescale will be the key parameter D