Case Studies
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- Research and Development Management and Governance for NHS Primary Care Trust
- NHS Strategic Planning for a London PCT
NHS STRATEGIC PLANNING
The client
A London Primary Care Trust (PCT)
- Newly formed PCT, needing to produce their first Business Plan
The challenge
- New PCT, first Business Plan to be produced, no 'template' or clear vision as to the format required
- To produce a Business Plan with the full involvement of PCT staff
- To ensure that the Business Plan reflected the culture of the organisation
- To make the Business Plan 'customer friendly'
- To have the Business Plan ratified by the Board and Professional Executive Committee (PEC)
The solution
We undertook a staged approach to ensure that we obtained the involvement and agreement of all key stakeholders at each stage of the process.
Stages included:
- Development of Business Plan framework
- Presentation to Board and PEC to obtain feedback/agreement with framework
- Workshop activity with Board and PEC to discuss Business Plan content
- Review of various key PCT documents/strategies, e.g. Local Development Plan (LDP), Performance Improvement Plan (PIP), Estates Strategy etc
- Inserting key elements of above documents into Business Plan framework
- One to ones with key stakeholders, Directors, Assistant Directors, and Managers to gain feedback on proposed text
- Production of initial draft Business Plan
- Further one to ones with key stakeholders to review content
- Presentation to Board and PEC for final ratification
The Business Plan was received very positively by the Board and PEC, and has now been published. As a result of our work on the Business Plan we have subsequently produced a Board Assurance Framework, and Clinical Governance Annual Report for the PCT.
Benefits at a glance
- A first Business Plan for the PCT, which has had the input of, and commitment to, of all key stakeholders
- A Business Plan that reflects the culture of the organisation
- A template for the production of future Business Plans
