2. WORKSHOP OBJECTIVES  To describe a research study designed to promote the involvement of older people and carers in strategic planning processes  To explore the practical steps which can be taken at a local level to promote and facilitate the involvement of users and carers in the commissioning and redesign of services PSSRU Personal Social Services Research Unit

3. INVOLVEMENT OF OLDER PEOPLE AND CARERS IN NATIONAL SERVICE FRAMEWORK IMPLEMENTATION SUMMARYOF RESEARCH  Aims and methods  Standards of best practice  Findings  Dissemination strategy  Involvement of older people and carers PSSRU Personal Social Services Research Unit

4. STUDY AIMS  Examine how the NSFOP involvement requirements have been implemented in North West England  Explore perceptions of older people and carers involved in the work of Local Implementation Teams  Determine whether different approaches to involvement lead to different outcomes  Assist user and carer participation in policy implementation locally PSSRU Personal Social Services Research Unit

5. PSSRU Personal Social Services Research Unit DESIGN OF RESEARCH PROJECT IDENTIFICATION OF KEY BENCHMARKING AREAS GOOD PRACTICE GUIDE CONTRIBUTIONS TO AND VALIDATION OF STANDARDS AND CRITERIA DESIGN OF QUESTIONNAIRES DATA COLLECTION AND ANALYSIS RESEARCH REPORT DISSEMINATION STRATEGY

6. RESEARCH METHODS  Action research –involving older people and carers and orientated towards improvement and change  Development and validation of standards of best practice  Questionnaires to 27 LIT chairpersons in North West England – 78% response rate  80 questionnaires completed by older people and carers’ resource and reference groups in 7 areas PSSRU Personal Social Services Research Unit

7. STANDARD 1: OLDER PEOPLE’S INVOLVEMENT IN LOCAL IMPLEMENTATION TEAM WORK Opportunities and mechanisms are in place within Local Implementation Teams and their constituent agencies for older people to be actively involved in the development of policy and to find the process empowering. PSSRU Personal Social Services Research Unit

8. STANDARD 2: CARERS INVOLVEMENT IN LOCAL IMPLEMENTATION TEAM WORK Opportunities and mechanisms are in place within Local Implementation Teams and their constituent agencies for all carers of older people to be actively involved in the development of policy and to find the process empowering. PSSRU Personal Social Services Research Unit

9. STANDARDS 1 AND 2 – OLDER PEOPLE AND CARER EXPERIENCE Are older people and carers offered appropriate induction and training to assist maximum participation and clarify expectations on both sides? Findings Older people’s questionnaire Offered induction and training 21(31%) New members no induction and training yet 10(12%) Attendance offered at relevant conferences56(76%) PSSRU Personal Social Services Research Unit

10. STANDARD 3: INVOLVEMENT POLICY Local Implementation Teams and constituent agencies have policies based on national guidance and local information, which reflects their commitment to the involvement of older people and their carers in all aspects of the development of local plans and services. PSSRU Personal Social Services Research Unit

11. STANDARD 4: INVOLVEMENT POLICY IMPLEMENTATION Local Implementation Teams and constituent agencies offer leadership and make resources available to implement best practice of their policies for involvement. PSSRU Personal Social Services Research Unit

12. STANDARDS 3 AND 4 – INVOLVEMENT POLICY AND IMPLEMENTATION Does LIT policy on involvement identify a minimum number of places for older people and carers? Findings LIT questionnaire Places for older peopleRange 0 – 6Median 2 Places for carersRange 0 - 3 Is dedicated staff time allocated to assist older people and carers to develop and co-ordinate their involvement activity? Findings LIT questionnaire Total staff time per week Range 0 – 75 hoursMedian 18 hours per week

13. STANDARD 5: EQUAL OPPORTUNITIES Local Implementation Teams and constituent agencies have strategies in place to engage with ‘hard to reach’ or marginalised groups of older people and carers. PSSRU Personal Social Services Research Unit

14. STANDARD 5 – EQUAL OPPORTUNITIES Are older people and carers with special conditions or experiences consulted as communities of interest? Findings LIT questionnaire Contact made with Carers of older people15(71%) People who had had strokes 13 (62%) People who had used rehabilitation services 9 (43%) People with significant sight and hearing difficulties 3 (14%) PSSRU Personal Social Services Research Unit

15. STANDARD 6: METHODS OF INVOLVEMENT Local Implementation Teams and constituent agencies use a variety of different methods and mechanisms to ensure involvement of a maximum number of older people and carers. PSSRU Personal Social Services Research Unit

16. STANDARD 7: LEVELS OF INVOLVEMENT Local Implementation Teams and constituent agencies have opportunities in place to involve older people and their carers at all levels in the decision making process. PSSRU Personal Social Services Research Unit

17. STANDARDS 6 AND 7 – METHODS AND LEVELS OF INVOLVEMENT Does the LIT use older people and carers’ voices to influence decisions made above LI T level to good effect? Findings Older people’s questionnaire Influence on decisions above LIT level Regularly /sometimes 34 (42%) Rarely 10 (12%) No 29 (36%) Does the LIT use a variety of methods to publicise involvement opportunities? Findings LIT questionnaire Produced / commissioned publicity 13(62%)

18. STANDARD 8: CONTINUOUS IMPROVEMENT Local Implementation Teams and constituent agencies identify areas for improvement in terms of older people/carer involvement on a regular basis and take appropriate action. PSSRU Personal Social Services Research Unit

19. STANDARD 8 – CONTINUOUS IMPROVEMENT Are older people and carers regularly consulted about their experiences of involvement so training and practice can be continuously improved? Findings LIT questionnaire Yes 11 (52%) Are you asked how your experience of involvement could be improved? Findings Older people’s questionnaire Yes on a regular basis14 (18%) Yes occasionally33 (42%) PSSRU Personal Social Services Research Unit

20. FOUR PREDICTORS OF GOOD INVOLVEMENT PRACTICE  3 or more places for older people on the LIT  Places for carers of older people on the LIT  Older people as members of the overview and scrutiny group  Applying for and receiving extra funding for involvement work PSSRU Personal Social Services Research Unit

21. DISSEMINATION STRATEGY  Publication of Good Practice Guide  Workshops in each strategic health authority in North West England to promote involvement practice  Training offered to each Local Implementation Team in North West England to audit current involvement practice and identify targets for improvement PSSRU Personal Social Services Research Unit

22. INVOLVEMENT OF OLDER PEOPLE IN STUDY  Identification of subject for research  Commissioning of project  Discussion and validation of standards  Identification of key audit areas  Contributing to good practice guide  Reading drafts  Dissemination PSSRU Personal Social Services Research Unit

23. IMPROVING PRACTICE ISSUES FOR DISCUSSION  Auditing current practice  Foundations for good practice  Approaches to involvement  Monitoring and evaluation PSSRU Personal Social Services Research Unit

24. AUDITING CURRENT PRACTICE  Auditing current practice individually and as a group  Write an action plan PSSRU Personal Social Services Research Unit

25. FOUNDATIONS FOR GOOD PRACTICE  Agree a policy and strategy  Map the local scene and collate information  Clarify potential stakeholders on your locality  Train and build capacity PSSRU Personal Social Services Research Unit

26. APPROACHES TO INVOLVEMENT  Understand the different approaches – information exchange, consultation and partnership working  Consider the factors which affect the decision on which approach to use  Offer the most involving approach in any given situation  Always ensure some partnership working  Widen the variety of methods used within each approach PSSRU Personal Social Services Research Unit

27. MONITORING AND EVALUATION  Monitor progress regularly  Evaluate on three levels: strategy, approaches and methods  Evaluate both process and outcomes PSSRU Personal Social Services Research Unit

28. GOOD PRACTICE GUIDE  Identifies perquisites for successful change, specifies standards for best practice, summarises research and describes a process for continuous improvement  Provides guidance on how to audit and develop key processes integral to the involvement of older people and carers in the health and social care strategic planning process PSSRU Personal Social Services Research Unit

29. CLEAR VOICES. A GOOD PRACTICE GUIDE TO INVOLVING OLDER PEOPLE AND CARES IN STRATEGIC PLANNING AND SERVICE DEVELOPMENT Judy Scott with Reba Bhaduri and Caroline Sutcliffe Personal Social Services Research Unit, University of Manchester, 2004 Paperback Price: £6 ISBN: 0906107997 PSSRU Personal Social Services Research Unit