THE NORTH WEST FOCUS LEARNING & DEVELOPMENT PROGRAMME PROSPECTUS 2015/16

Transcription

1 THE NORTH WEST FOCUS LEARNING & DEVELOPMENT PROGRAMME PROSPECTUS 2015/16 Learning & Development Opportunities Developing Today to Influence Tomorrow To provide a robust infrastructure to effectively support the continuous development of Finance, Informatics and Procurement staff across the North West. This is in line with the NHS Constitution s pledge to provide all staff with the right skills and professional development to facilitate the delivery of excellent patient care. Finance, Informatics & Procurement Skills Development by the NHS for the NHS

2 Welcome to the 2015/16 North West Focus Learning & Development Programme In today s environment it is essential for organisations to have the right people with the right skills and knowledge to help drive the business forward and to facilitate the delivery of excellent patient care. The programme delivers high quality, cost effective bespoke learning and development events, in technical and non-technical subjects, for staff at all levels. Events are run in convenient locations to ensure that all staff across the North West are able to access them easily. It is, effectively, a not for profit training club, paid for by subscriptions that are made through a credit system. Organisations purchase credits and attendance at learning and development events are charged on the basis of a number of credits per delegate, according to the costs incurred in running the event in question. In keeping with the original thinking behind the establishment of Focus in 1996, we source in-house speakers wherever possible and also regularly review our venue options, including NHS venues, to ensure we are getting the best possible value for money. The programme links in with the Personal Development Planning process by running tailored learning and development events to support Continuing Professional Development (CPD). Attending events also provides an excellent opportunity for delegates to interact and network with colleagues from other organisations. How to book: For details of all our event dates currently being advertised, please visit: Contact us: E. Carolyn.harding@whh.nhs.uk E. tony.haslam@whh.nhs.uk T / Page 1 of 26

3 CONTENTS INTRODUCTION 1 PERSONAL DEVELOPMENT 4 Assertiveness An Introduction 4 Building Personal Resilience 4 Change Management Techniques to enable effective transformation 5 Communicating with Excellence 5 Dealing with Difficult People or Communicating with Different Personality Preferences 5 Developing your Personal Skills (personal portfolios, career planning, preparing PDP, learning styles etc.) 6 Influencing & Negotiation Skills 6 Introduction to Coaching 6 Introduction to Emotional Intelligence 7 Presentation Skills 7 Report Writing Skills (basic) 7 Report Writing Skills (advanced) 8 Speed Reading 8 Strategic Thinking 8 Time Management Skills 9 PRESSIONAL TECHNICAL 10 Achilles EU Academy 10 Accounting Standards in the NHS/IFRS Update 11 AgilePM Foundation 11 AgilePM Practitioner 11 Agreement of Balances 11 Analysing Statistics for Health 12 Balance Sheet Management and Reporting 12 Charities SORP and changes to charitable fund accounting 12 Delivering Successful IT Procurement with CCS 13 ITIL Foundation (IT Service Management) 13 Leasing for Procurement Staff including Managed Service 13 MSP Foundation 14 MSP Practitioner 14 OJEU Refresher 15 Performance Management Indicators 15 PRINCE2 Foundation 15 PRINCE2 Practitioner 16 PRINCE2 Practitioner Re-Registration 16 Writing Queries using Microsoft SQL Server 2008 Transact-SQL 16 Page 2 of 26

4 BUSINESS SKILLS 17 Business Analysis 17 Communicating Financial Information with Impact 17 Contracts, Common Pitfalls & How to Avoid Them 17 Cost Management in the NHS 18 Customer Service Skills 18 EU Compliant ations and Contract Management 19 From Bean Counter to Business Partner 19 Introduction to Project Management 20 Investment Appraisal 20 NHS Best Practice findings to Clinical and Finance Engagement 21 Overview of Primary Care Contracting 21 Practical Steps to Sustainability in Procurement 22 Preparing Business Cases 22 Strategic Finance and Planning in the NHS 22 Successful Business Development for the NHS 22 Techniques to Engage and Educate Clinicians about Finance 23 The Public Contracts Regulations 2015 and Procurement Law Update 23 Training and Education Funding in the NHS A Health Education NW Guide to Funding Flows and Your Entitlements 23 VAT Update, Refresher & Strategy 24 MANAGEMENT & LEADERSHIP 25 Future Leaders Programme 25 Leading Through Change Experienced Professionals Development Programme 25 Management Development Programme (includes Institute of Leadership Management Endorsed Award) 26 Managing & Building Teams 26 Page 3 of 26

5 PERSONAL DEVELOPMENT Developing the skills needed to influence decisions, actions, people and behaviour. COURSE NAME ASSERTIVENESS AN INTRODUCTION Becoming more assertive can be immensely beneficial to everyone and can make you feel more confident, enhance your self-esteem, increase your ability to deal with difficult people and stressful situations, as well as making you happier, healthier and more professional. The course will cover: understand the meaning of assertiveness and how it differs from passive, aggressive and manipulative behaviour become familiar with your workplace and personal rights and how to assert them have more confidence learn a variety of assertiveness skills, tools and techniques and when to apply them improve your communication skills; including effective listening, questioning, body language and rapport building learn how to say 'no' gain strategies for dealing with difficult people develop assertive solutions to real-life situations through the application of the skills, tools and techniques that you have learnt BUILDING PERSONAL RESILIENCE The course provides an opportunity for delegates to take stock of personal strengths, knowledge and competence whilst considering the impact that personal values and drivers have on decisions about your future career. The style of delivery is highly motivational and involves participation and interaction using a mix of up-front presentation, exercises, discussion, personal reflection, storytelling metaphor and case studies. The course will cover: understanding your personal strengths and development needs understanding your personal values and their importance having the ability to create a framework for your personal and business life plan by understanding Self Mastery understanding how to create improved life balance through even more effective time management, goal setting and focus Page 4 of 26

6 CHANGE MANAGEMENT TECHNIQUES TO ENABLE EFFECTIVE TRANSFORMATION Organisational and Information strategies are rarely successfully implemented. Implementation requires the integration of strategy, processes and people yet linkages between organisational change and strategy are at best unclear and at worst non existent. This course provides a structured series of techniques to ensure changes in the NHS deliver maximum benefit and enable key stakeholders to engage with the changes. Course content: why should anyone be led by you understanding the change process understanding the context for change developing techniques to integrate strategy, process and people impact of change on individuals barriers to change and how to overcome delivering conversations to motivate and engage stakeholders dealing with resistance managing delivery of business benefits to justify the change the importance of celebrating change COMMUNICATING WITH EXCELLENCE The course is designed to help delegates refine their communication skills by learning about their style and preferences and by giving them specific tools and techniques which are easy to apply in every-day situations. The course is highly practical; it will help delegates to improve their ability to be assertive, to influence and to create a positive impact on those they work with. The course will cover: understanding the key skills involved in establishing rapport and practice using them practicing the skills involved in listening and responding to others effectively practicing the skills involved in speaking to others effectively knowing how to influence people at all levels much more effectively knowing how to be assertive and practice this in relevant work scenarios knowing how to deal with conflict effectively DEALING WITH DIFFICULT PEOPLE OR COMMUNICATING WITH DIFFERENT PERSONALITY PREFERENCES 2 days The course will look at ways to improve the way you handle and respond to challenging situations and people. It will cover: understanding the communication cycle using MBTI as a personality framework (practical activities to aid how to tailor your approach to get the most out of other people how to get the most out of our interactions NEW Page 5 of 26

7 DEVELOPING YOUR PERSONAL SKILLS (PERSONAL PORTFOLIOS, CAREER PLANNING, PREPARING PDP, LEARNING STYLES ETC) This three day course is designed to help delegates wishing to look at and develop their personal skills across a wide range of areas. The overall objectives of the course are to: understand the psychology of goal setting and know how to motivate yourself to achieve your dreams learn techniques and approaches for improving communication with others and for being more assertive use techniques to help understand more about yourself, how you typically work in a team, what motivates you, how others perceive you & how to use this to improve your performance learn techniques for improving your time management and personal effectiveness skills develop a PDP which will help fulfil your career goals ( around your job descriptions and KSF Outlines as well as your longer term aspirations) 3 days learning Before attending the first day, delegates will be asked to complete the Career Anchors and Learning Styles Questionnaires. INFLUENCING & NEGOTIATION SKILLS Day 1 Negotiation is a way of communicating positively, honestly and fairly, whilst settling differences of opinion. It brings together sets of different skills which help us to compromise and reach agreement whilst avoiding argument. Negotiation works best when mutual benefits are identified and good relationships are fostered. Day 2 What is the key to effective business negotiations? Good negotiation skills between departments, different organisations or with suppliers, will allow you to achieve better than average outcomes for improved services. 2 days How can these skills be learned? By using a simple, step by step, structure and set of tools that provide a solid base from which to lead others in the negotiation. The course offers an additional level of capability for leading highly effective, inter-departmental and partner negotiations. INTRODUCTION TO COACHING The course is designed to provide an understanding of what coaching is and how it differs from other human interventions, e.g. mentoring, counselling etc. It will also provide an understanding of potential forms that coaching can take and the benefits of these to themselves, their teams, and their staff. Delegates will be able to: apply the most popular coaching model and key coaching concepts utilise coaching conversations within the workplace NEW Page 6 of 26

8 INTRODUCTION TO EMOTIONAL INTELLIGENCE Aimed at delegates who need to develop their soft skills. This is a practical and fun insight into emotional intelligence which will cover: understanding our emotions why EQ is so powerful (the business case) the EQ framework and different applications PRESENTATION SKILLS NEW The ability to deliver influential messages through a presentation affects the perception, credibility and image of the presenter, as well as the business decisions which may be made as a result of the information presented. It can be a daunting experience for those who have not learned the techniques, yet the successful delivery of information in this way can be rewarding and a powerful means of informing and influencing others. An effective presentation will lead to belief in the message and enhance the presenter s credibility. Fluent and persuasive delivery does not normally come naturally and yet the ability to present both internally and externally to stakeholders is a crucially important communication skill for everyone. As a result of this course delegates will be able to: prepare well-ordered and logical notes for presentations make presentations to groups of people with confidence maintain the interest and understanding of the audience when speaking REPORT WRITING SKILLS (BASIC) 2 days Project reports, performance reports, business cases and feasibility reports, all demand writing skills. Although a high degree of planning, organising and production skills are required it is often the case that staff aren t trained in these skills to the level they require. Reports are used to monitor performance, influence and communicate data and information and often provide the basis for important decision making. This course is aimed at managers and staff who have to write reports but who have had no formal training or are looking for reassurance that their style is best practice. It is designed to help delegates to plan, structure and write clear, logical reports which will achieve their intended outcomes by communicating clearly, concisely and effectively. Page 7 of 26

9 REPORT WRITING SKILLS (ADVANCED) The ability to communicate clearly is an important skill for all staff. Many of today s inter-personal communication takes place through writing. Targeted, concise and persuasive text can make all the difference when trying to convince someone of their ideas, services or findings. Achieving results through proposals, reports - technical or general depends on the ability to successfully persuade the readers and help them understand the ideas and act on them. This course is aimed at report writers who want to produce more effective documents and be able to influence the reader. The course contains two main sessions, each focusing on different aspects. The morning session looks at the report writing strategy and the afternoon session is practicing report writing for group analysis and learning. SPEED READING The aim of the course is to implant the techniques of more efficient reading as an automatic skill in order to gain improved efficiency of at least 30%, measurable in terms of speed and comprehension. This will enable delegates to make better use of their time by: saving time through reading faster understanding and retaining written material more fully improving confidence, concentration and recall discriminating between essential and non-essential material STRATEGIC THINKING NEW Professionals are very often told to think more strategically as they become more senior in their roles. But what does this mean exactly? And how does it work in practise? Can the skills of strategic thinking be learned? This course is aimed at delegates who are developing in roles where consideration of the overall organisation strategy will assist in the effectiveness and efficiency of their work and will cover: step by step guide to improve all elements of strategic thinking practical activities throughout to implement the learning & apply this to your own work situations how strategic thinking can ensure you achieve not only your potential but also that of the area of the organisation in which you work confidence when engaging in strategic discussions & making strategic decisions how to use strategic thinking as part of planning & budgeting identify actions to continually develop strategic thinking skills after the course Page 8 of 26

10 TIME MANAGEMENT SKILLS ally designed for delegates who wish to review and improve their time management skills. The course will look at the main principles and the main techniques involved in effective time management and will allow you to think about how you spend your time and how you can use it more effectively to achieve your goals. how do you spend your time? what would you like to change? setting some personal goals techniques for managing time over weeks and months techniques for managing day by day, hour by hour time stealers and how to manage them making the change Page 9 of 26

11 PRESSIONAL TECHNICAL Courses that will help you apply your skills. COURSE NAME ACHILLES EU ACADEMY The EU Academy has been specifically designed to provide a full understanding of the complexities of EU procurement legislation to assist procurement professionals reduce risk for their organisation. The course is delivered via a series of modules over a 6 month period: Module 1 - Foundation and the EU and processes Module 2 - The beginning of the process Module 3 - This is one of the most important modules delivered. The majority of court cases have been around selection and award criteria being used incorrectly. Module 4 - Shared services, collaboration and frameworks are used extensively within public procurement. Court cases are on the increase in the setting up and using of framework agreements. This module takes you through the pit-fall of frameworks and framework agreements Module 5 - Socio economics and sustainability can be very difficult to apply to contracts as an understanding of how it fits can be difficult. We analyse how and where this can be used to stay compliant. Remedies are the route suppliers have to challenge the procurement process. Understanding what must be done by purchasers to get it right gives less chance of risk to an organisation. 6 days over 6 months Procurement Module 6 - This module brings all the learning together. It has been developed taking all the learning from the other modules in mind. A procurement scenario is run through from first principles, completing a notice, reviewing selection and award criteria, where or not a framework agreement should be used or not, telling suppliers they had won a contract or not and what might happen if we had a challenge to the contract Where possible an external lawyer attends this module working alongside the trainer to deliver the business game. This is a day of exercises and scenarios which delegates work in team to find an outcome to procurement. Page 10 of 26

12 ACCOUNTING STANDARDS IN THE NHS/IFRS UPDATE This one-day IFRS update course is tailored to the specific requirements of the NHS and considers the impact of developments in IFRS in that context. The impact of developments within IFRS is far reaching and highly topical so accountants need to be aware of the current requirements, not only in order keep up to date technically but also to be able to effectively input to strategic decision making within their organisations. Aimed at providing a comprehensive technical update combined with the opportunity to share experiences and ideas in relation to practical implementation, the day will include the following: Update on IFRS covering new developments and including reference to the current issues within the current NHS Manual for accounts. The content and requirement of IFRS and how they relate to the NHS. Briefly how IFRS differs to UK GAAP. Commonly encountered issues relating to financial statement, balance sheet and income statements in the NHS. AGILEPM FOUNDATION Finance The foundation AgilePM certification provides users of the method with the core principles needed to facilitate a successful project, while allowing a degree of scope and agility that not many other methodologies provide. With a clear, concise and detailed perspective on project productivity, the AgilePM certification is useful to all candidates and competency levels ranging from highly experienced project managers to those new to the industry. This Foundation course will: explain how to lay the foundations for successful agile projects explain how an agile project is managed clarify the different management styles needed for successful agile projects (compared to traditional projects) provide integration with PRINCE2 AGILEPM PRACTITIONER The AgilePM Practitioner qualification will empower, encourage and equip you with an in-depth knowledge of not just the certification, but also how to apply and implement these principles into the life of a project manager on a daily basis. AGREEMENT BALANCES 3 Months plus 0.5 day classroom 3 Months plus 1.5 day classroom (online) (online) NEW The session is designed to provide delegates with a better understanding of the importance of joint working between organisations to assist in resolving outstanding charges and encourages good working relationships going forward. It includes: a general discussion on the current issues and pitfalls a review of processes agreed elsewhere a session where debtor s staff can meet creditor s staff face to face to discuss and review outstanding balances Finance Page 11 of 26

13 ANALYSING STATISTICS FOR HEALTH By the end of the course, delegates will: know how to assess a dataset and deal with missing data understand what questions can be asked of the dataset understand basic statistical concepts understand modelling techniques understand how best to visualise the data and interpret results be able to use a statistical package to execute analyses BALANCE SHEET MANAGEMENT AND REPORTING 2 days The course will provide an overview of the key aspects of balance sheet reporting including: the relevant accounting standards and HM Treasury/DH adaptations for use in the NHS the impact of balance sheet reporting on NHS TDA/Monitor financial performance metrics the case for using internal risk management tools CHARITIES SORP AND CHANGES TO CHARITABLE FUND ACCOUNTING Finance The course will provide delegates with an overview of the key components of the charity accounting framework including, legislation, regulations, regulators, accounting and assurance thresholds. Charities SORP part 1: Overview of key features of charity financial reporting, highlighting changes under the new SORP Key elements of annual report content including: the trustees annual report, the financial statements, and fund accounting. The session will also look at how to identify restricted and unrestricted funds. Charities SORP part 2: The new SORP so what else is different? This session builds on the previous session and looks at a number of other features and differences in the new SORP. Looking at other changes effecting the financial statements, disclosures and policies. NEW Finance The course will provide delegates with an understanding of the basics of: the charity accounting framework and accounting and reporting requirements which charities the new SORP applies to the basic elements of the charity accounting including fund accounting the structure of the new SORP the main changes introduced by the new SORP including those impacting on : trustees annual report financial statements definitions and accounting policies Page 12 of 26

14 DELIVERING SUCCESSFUL IT PROCUREMENT WITH CCS The half day course allows delegates to gain a better understanding of the frameworks and processes in place (i.e. TEMS, G-Cloud and Network Services) and how to apply these. Case studies and examples will be provided by CCS, with an opportunity for Q&A. ITIL FOUNDATION (IT SERVICE MANAGEMENT) ½ day ITIL is a public framework that describes best practice in IT service management. It provides a framework for the governance of IT and the management and control of IT services. It focuses on the continual measurement and improvement of the quality of IT service delivered from both a business and a customer perspective. The qualification will provide service desk staff with a methodology to follow when dealing with customers and will include: service management as a practice the service lifecycle key principles and models related to service management and be aware of: key concepts key processes key roles key functions associated technology and architecture the ITIL Qualification scheme LEASING FOR PROCUREMENT STAFF INCLUDING MANAGED SERVICE 3 Months plus classroom (online) Informatics The course will provide delegates with an understanding of the procedures and potential benefits associated with the use of Operating and Finance Lease within the Public Sector. It will also provide an up-to-date view of Managed Service arrangements within the NHS. Particular focus will be placed on the operational, financial and tax related risks and rewards that arise. lease comparison and option appraisal formation of specialised leases lease adjustment lease replacement planning compares MES proposals alternative cost mechanisms e.g. MES, rental benefits recent changes in financial rules etc types of leases Procurement Page 13 of 26

15 MSP FOUNDATION The foundation level will provide delegates with sufficient knowledge and understanding of the MSP (Managing Successful Programmes = multiple projects) guidance to interact effectively with those involved in the management of a programme or act as an informed member of a Programme office team, business change team or project delivery team working within an environment supporting MSP. The foundation qualification is also a pre-requisite for the practitioner certification. Key areas are: Introduction to MSP Organisation & Programme Office Vision Leadership & Stakeholder Engagement Benefits Management Blueprint Design and Delivery Planning & Control The Business Case Risk & Issue Management Quality & Assurance Management Transformational Flow Examination Approaches 3 Months plus 0.5 day classroom (online) MSP PRACTITIONER The practitioner level will provide delegates with sufficient knowledge and understanding of the MSP (Managing Successful Programmes = multiple projects) guidance to act as an informed member of a programme management team. This level is also required for programme management professionals progressing toward the advanced practitioner certification, and those aspiring to become programme management professionals in the future. Key areas are: Introduction to MSP Organisation & Programme Office Vision Leadership & Stakeholder Engagement Benefits Management Blueprint Design and Delivery Planning & Control The Business Case Risk & Issue Management Quality & Assurance Management Transformational Flow Examination Approaches 3 Months plus 1.5 day classroom (online) Page 14 of 26

16 OJEU REFRESHER The course will provide delegates with an understanding of the realistic appraisal of legal risk in an EU procurement process and key risk management techniques. In addition, the session will cover the new procurement regulatory regime to be introduced into the UK and will include: EU Procurement case law update identifying the risk hotspots practical ways to minimise the risk of challenge the procurement challenge process the new EU regulatory regime in 2014 PERFORMANCE MANAGEMENT INDICATORS Procurement Key Performance Indicators (KPIs) help organisations understand how well they are performing in relation to their strategic goals and objectives and identify if the organisation is on track. Having the right people access the right performance data at the right time helps all staff throughout the organisation with continuously improving performance. The one-day course explores how to choose the right KPIs, how to use this information wisely and how to take corrective action where the KPIs show this is needed. The course will provide delegates with: an understanding of what performance management is choose them wisely, use them wisely, react to them wisely how to use performance management indicators effectively and understand their importance communication of indicators driving improvement through use of performance management indicators PRINCE2 FOUNDATION PRINCE2 (acronym for PRojects IN Controlled Environments) is a de facto process- method for effective project management. The PRINCE2 method is in the public domain, and offers non-proprietorial best practice guidance on project management. The PRINCE2 Foundation examination will provide delegates with sufficient knowledge and understanding to be able to act as an informed member of a project management team using the PRINCE2 methodology within a project environment supporting PRINCE2. To this end, delegates need to show they understand the principles and terminology of the method, specifically, candidates must be able to: describe the purpose and major content of all roles, the seven principles, the seven themes and the seven processes state which management products are input to, and output from the seven processes state the main purpose, and key contents, of the major management products. State the relationships between processes, deliverables, roles and the management dimensions of a project 3 Months plus 0.5 day classroom (online) Page 15 of 26

17 PRINCE2 PRACTITIONER The Practitioner is the second of the two PRINCE2 examinations you are required to pass to become a PRINCE2 Practitioner, and aims to measure whether a candidate would be able to apply PRINCE2 to the running and managing of a project within an environment supporting PRINCE2. To this end candidates need to exhibit the competence that was required for them to pass their Foundation qualification, and additionally show that they can apply and tune PRINCE2 to address the needs and problems of a specific project scenario. ally, candidates must be able to: produce detailed explanations of all principles, themes and processes and worked examples of all PRINCE2 products as they might be applied to address the particular circumstances of a given project scenario show they understand the relationships between principles, themes and processes and PRINCE2 products and can apply this understanding demonstrate that they understand the reasons behind the principles, themes and processes of PRINCE2, and that they understand the principles underpinning these elements demonstrate their ability to tune PRINCE2 to different project circumstances PRINCE2 PRACTITIONER RE-REGISTRATION 3 Months plus 1.5 day classroom (online) The PRINCE2 Examination Board has determined that all PRINCE2 Practitioners should be re-registered within 3-5 calendar years of their original certification (failure to pass the Re-registration Examination after 5 calendar years as a Registered Practitioner will result in withdrawal of your registered status). WRITING QUERIES USING MICROST SQL SERVER 2008 TRANSACT- SQL 3 Months plus classroom (online) This 3-day instructor led course provides students with the technical skills required to write basic Transact-SQL queries for Microsoft SQL Server After completing this course, students will be able to: describe the uses of and ways to execute the Transact-SQL language use querying tool write SELECT queries to retrieve data group and summarize data by using Transact-SQL join data from multiple tables write queries that retrieve and modify data by using subqueries modify data in tables query text fields with full-text search describe how to create programming objects use various techniques when working with complex queries 3 days Page 16 of 26

18 BUSINESS SKILLS Expand your knowledge of the business and its environment and improve commercial acumen. COURSE NAME BUSINESS ANALYSIS This course covers the role and competencies of a business analyst, including: strategy analysis business system and business process modelling stakeholder analysis investigation and modelling techniques requirements engineering business case development management of business change COMMUNICATING FINANCIAL WITH IMPACT 12 month e-learning licence With optional exam (online) NEW This course has been designed to provide delegates with an understanding of how effective communication contributes to improved decision making. It will provide an overview on how to deliver financial information, both verbally and in writing, as well as the ability to deliver complex information professionally, effectively and concisely. The course will include: the who, what, when, where and why of communicating both written and verbal financial information the PACE model of presenting an incredibly clever technique to ensure all elements are included in all your communications how to tell the story to bring your numbers to life simple ways to talk through graphs and charts handling questions effectively CONTRACTS, COMMON PITFALLS & HOW TO AVOID THEM Finance This course covers the basics to more complex issues, moving through the contracting cycle from pre-contract and negotiations to termination and disputes. It will focus on pitfalls, common mistakes, misconceptions and provide guidance on how to minimise risk. Delegates will be able to: understand the legal principles contract when you mean to and not before draft with confidence, knowing the pitfalls that exist understand the key terms that you need and why recognise, deal with and resolve breaches of contract understand your entitlements when your contract is breached spot the warning signs of a potential dispute deal with contractual termination Procurement Page 17 of 26

19 COST MANAGEMENT IN THE NHS This course looks at cost management programmes currently being carried out in NHS organisations and will act as both an instructive course and a forum for sharing ideas and best practice between organisations. There will be a focus on Lean techniques and working collaboratively with the non-finance stakeholders. Following the course delegates will: understand the current CIPs targets be familiar with QIPP ideas understand the idea of Lean Thinking and how it can be used collaboratively have a range of cost management techniques that can be applied to drive decision making CUSTOMER SERVICE SKILLS Delegates will gain an understanding as to what it takes to offer better customer service and produce service improvement output that can be used directly after the course. The course will cover: who are our customers and users? the importance of good service and who delivers it understand the importance of standards, processes and consistency in delivering good service build on existing communication skills with other techniques and tips. utilise emotional intelligence to manage customers techniques and tips to cope more effectively with high workloads, conflicting priorities and customer expectations how to use key assertive techniques to manage expectations you actually have to say No to customers sometimes understand how accurate internal communication supports good customer service Delivered within an organisation as part of a team Page 18 of 26

20 EU COMPLIANT SPECIFICATIONS & CONTRACT MANAGEMENT EU Compliant ations The course will provide delegates with the knowledge to develop specifications that will ensure sustainable pricing, product quality, operational functionality and requirements that are fit for purpose. It will analyse the new 2015 Regulation provisions concerning preprocurement engagement and the requirement to make available Procurement Documents at the point of call for competition, and discuss how to develop a robust EU compliant specification, which will reduce the financial impact of over specifying or producing a specification that is not fit for purpose further down the line. The course will examination the different types of specification and distinguish between product requirements and product preferences and how to evaluate bids without violating the Procurement rules. Contract Management Contract Management is the means by which organisational objectives are delivered through contractual arrangements with suppliers. In many organisations the role of Contract Manager is undertaken by procurement or is delegated to operational management and therefore segregated, this course will enable delegates to understand the role of contract management within the Procurement Cycle and identify stakeholder and how effective contract management requires a coordinated and structured approach to supplier management led by delegates with a range of procedural and interpersonal skill sets. It will also interpret the legislative requirements regarding contracts and material change. FROM BEAN COUNTER TO BUSINESS PARTNER led Procurement Finance professionals are constantly being told they need to be more commercial and a business partner to the organisation. But what does this actually mean and how can it be applied in the real world? Does this mean technical finance skills are less relevant than previously? This one-day course addresses these issues and also covers effective tools, techniques and tips to enable you to start immediately adding more value to your organisation and be buzzing to do so! The course will cover: enhanced understanding of the changing role of finance professionals and what this means for you understand how you can make the transition to business partner and discover ways to embed yourself more fully in the organisation strike the right balance between commercial and technical skills, transform your ability to present and communicate financial information with impact increased ability to positively influence people and situations action plan to continually develop your business partnering and commercial skills Finance Page 19 of 26

21 INTRODUCTION TO PROJECT MANAGEMENT Aimed at those people who want an overview and understanding of project management and for those whose work may occasionally be used in a Project context. overview of project life cycle project implementation setting objectives for team members managing the budget the project client or sponsor suppliers closing and handing over risk & contingency monitoring & controlling managing project meetings benefits, costs & risks solving problems which arise reviewing against objectives the critical path project outcomes, timescales, resource constraints the process of management defining the project, setting objectives and success criteria controlling changes stakeholders planning the project INVESTMENT APPRAISAL NEW The course will provide delegates with an understanding of the financial aspects of decision-making and investment appraisal techniques, an understanding of discounted cash flows and use of modelling tools in spreadsheets. It will cover: the role of finance within investment decisions investment theory and practice modelling capital, revenue and cash impact break even and simple payback discounted cash flows present value and rates of return benefits and risk management bringing it all together - practical application NHS guidance and practice affordability and value for money tips for success Finance Page 20 of 26

22 NHS BEST PRACTICE FINDINGS TO CLINICAL AND FINANCE ENGAGEMENT This course aims to summarise and explore the Department of Health findings from their national research completed in November 2013 by Dr Mahmood Adil National Advisor for Clinical and Financial Engagement. The course aims to be thought provoking, insightful and useful in enabling senior managers to share their perspective on how to realise collaborative multi-disciplinary decision making. The session will cover: why now? definitions and benchmarking balancing patient care within available resources The Francis Report characteristics of effective engagement top three barriers self-assessment tool how to measure engagement practical suggestions and enabling factors leading a culture of embedded engagement best practice case studies in the NHS best practice in finance (external to the NHS) OVERVIEW PRIMARY CARE CONTRACTING ½ day NEW The course will provide delegates with an overview of the financial payment mechanism for primary care services. It will focus on payments for general medical services and delegates will gain an understanding of the contracting routes, payment mechanisms and national guidance relating to primary medical services. It will include an introduction to payments to all independent primary care contractors including dentists, opticians and pharmacists and cover the following: Primary Medical Services Contracting Routes Contract Payments Enhanced Services Quality & Outcomes Framework Other Payments Other Primary Care Services Dental Services Ophthalmic Services Pharmacy Commissioning Responsibilities NHS England / CCGs Co-commissioning ½ day NEW Page 21 of 26

23 PRACTICAL STEPS TO SUSTAINABILITY IN PROCUREMENT The course will provide delegates with an improved understanding of the role and importance of securing sustainable outcomes in procurement decisions. introduction to sustainability in procurement using a strategic framework (BS8903 model) sustainability motives - what motivates the NHS to consider sustainable procurement? enablers - five elements that can help make it happen process - the right steps to take PREPARING BUSINESS CASES NEW Procurement The course will provide delegates with an understanding of the following aspects in relation to developing and writing small business cases: business cases in the NHS what goes in a business case the business case process financial appraisal other aspects the approval process best practice STRATEGIC FINANCE AND PLANNING IN THE NHS This course will provide delegates with an understanding of the difference between strategic and day to day operational financial planning, how these financial plans should be created, implemented and drive successful organisation outcomes delivered to time and how they can be used to build collaborative relationships with the wider organisation and drive the day to day decision making. The course will help delegates to: understand how and why a strategy is created understand the difference between operational & strategic financial planning within the wider NHS framework competently create strategic financial plans SUCCESSFUL BUSINESS DEVELOPMENT FOR THE NHS Finance The course has been specifically developed for Providers and is suitable for delegates who interact with their Commissioners and / or contribute to their organisation s tender responses (or business cases), whether that is writing a response to a single question, writing the entire proposal, managing the bid process or reviewing the final bid. The course will cover: understanding of the growing importance of business development in the NHS introduction to some of the key sales skills and techniques Providers will require going forward understanding of the commissioning / tender process from both a Commissioner s and Provider s perspective introduction to a best practice approach to tender writing (also applicable to business cases) 2 days NEW Page 22 of 26

24 TECHNIQUES TO ENGAGE AND EDUCATE CLINICIANS ABOUT FINANCE 98% of clinical directors surveyed by the DH agreed that improved financial engagement was critical to the NHS. The top barrier to achieving this was a lack of financial understanding by clinicians. So the role of Finance has to become more about educating others to use financial information to drive better decision making. This course demonstrates the key techniques of building understanding and financial appreciation and will cover: language alignment if you can t say it simply you don t understand it well enough knowing and applying learning styles showing a picture transforming data into relevant information how to do it the questions to build interest how to test understanding practice makes perfect be brave take feedback THE PUBLIC CONTRACTS REGULATIONS 2015 AND PROCUREMENT LAW UPDATE ½ day NEW The course will provide delegates with a greater understanding of the legal principles which apply when tendering in this ever changing area of law, and will have considered the key areas of risk that may arise when making decisions. It will include an update on the new procurement regulations and how these will impact on processes, to enable delegates to run compliant tender processes. implications of the latest procurement regulations, i.e. the Public Contracts Regulations 2015 update on case law and considering key areas of risk implications of the National Health Service (Procurement, Patient Choice and Competition) (No. 2) Regulations TRAINING AND EDUCATION FUNDING IN THE NHS A HEALTH EDUCATION NW GUIDE TO FUNDING FLOWS AND YOUR ENTITLEMENTS ½ day Procurement The course will provide delegates with an appreciation of what Health Education England is, its raison d etre, how it is constituted and the links with Local Education and Training Boards and other organisations such as Higher Education Institutions. The course covers: how the DH allocate money for training and education advising of relevant targets and mandate objectives how is the money allocated to NHS providers including reference to associated activity and tariff rates discussion around links with education costing work what providers need to do to confirm the accuracy and maximise the funding they receive reference to links with other key staff and organisations contact with staff at Health Education North West who are responsible for allocating the funding NEW Page 23 of 26

25 VAT UPDATE, REFRESHER & STRATEGY The course will provide delegates with an overview of the most up to date VAT recovery rules and to provide an awareness of VAT efficiencies and full compliance. contracted-out services basic rules, 2015 updates, exceptions to the rules and the over rides capital expenditure including P21 issues, estates maintenance and exceptions to the rules income VAT liabilities managed service contracts agency staff & VAT recovery overseas transactions opportunities in IT expenditure and maximising VAT recovery HMRC inspections and what to expect Finance Page 24 of 26

26 MANAGEMENT & LEADERSHIP Ensure you have the skills need to manage and lead within the organisation. COURSE NAME FUTURE LEADERS PROGRAMME An 18 month programme designed to nurture talented leaders and aimed at high achievers who can make an immediate impact on organisational performance. The programme concentrates on the development of leadership thinking and an individual s ability to bring other people with them, contributing to the strategic direction of their organisation in the future. Its aim is to improve organisational performance by connecting with the core purpose of improving patient care. 18 month programme Delivered by NHS specialists and facilitators, the programme will be designed and led by the North West Skills Development Network. LEADING THROUGH CHANGE EXPERIENCED PRESSIONALS DEVELOPMENT PROGRAMME The programme is designed around leadership skills bringing together experienced professionals to create a community of learning, for roles that have influence on staff outside of their management responsibilities. The focus of the programme is on integration, both internal and external, including an appreciation of its opportunities and challenges within the NHS and the wider community. A key element of the programme is a case study focussing on Change Leadership. 8.5 days over 8 months NEW The development areas addressed on the programme include: communication, influencing and listening skills, having difficult conversations and culture. The overall aim is to provide delegates with increased knowledge and capability individually, and an ability, with provided resources, to share these skills with their teams. MANAGEMENT DEVELOPMENT PROGRAMME (INCLUDES INSTITUTE LEADERSHIP MANAGEMENT ENDORSED AWARD) The longest running of our suite of three programmes, the Management Development Programme has been designed to expand the management and leadership capabilities of those NHS finance, procurement and informatics staff who have recognised a need to become a 'transformational' leader rather than a reactive 'manager'; who can engage and motivate staff. 6.5 days over 6 months Aimed at developing management and leadership skills for delegates who are seeking a career pathway through to a more senior management role. It is not dissimilar to courses that individual organisations may offer, however the added benefit of this Page 25 of 26

27 programme is the networking opportunities with delegates from a number of backgrounds and different North West organisations across the NHS. MANAGING & BUILDING TEAMS The course is designed to help managers and team leaders to improve their understanding of how change can affect themselves and their teams. The course will review how to empower teams to feel in control and to ensure team performance stays on track to deliver great results. It is designed to enable NHS Managers to lead and facilitate team meetings to energise team outcomes and focus on realising the benefits of change. Managers will leave with specific techniques to enable them to manage the motivation and performance of others when departments are being affected by change as well as being able to: articulate the key attributes of high performing teams focus on key risk areas to maintain team motivation clearly demonstrate leadership to your team Page 26 of 26