How to get started with Job Planning

This section of the site will guide you through the steps your service can follow to implement Job Planning. It is recommended that you identify an individual or group to take the lead on Job Planning. They will support the implementation, identify and arrange the steps required, and keep the momentum going.

Step-by-step

1. Share the Principles of Job Planning

2.Identify activity by category

3. Collect data on activities carried out

4. Identify the minimum number of slots required for Supporting Professional Activity for each individual member of staff in your service

5. Decide and agree percentages with individuals

6. Provide a review of the service data collected

7. Individuals complete their Job Plans

8. Carry out Job Plan review meetings

9. Service Capacity Planning

Anticipated timescales for working through the steps for Job Planning are around 5-6 months, but this can depend on factors such as service size, co-occurring service development and service pressures.

Timescale table

Step	Activity	1	2	3	4	5	6
1	Share the Principles	X
2	Identify activity by category	X
3	Collect data (4 weeks minimum)		X	X
4	Identify minimum SPA capacity		X
5	Review data and agree percentage				X
6	Share Job Planning service review with teams				X
7	Complete Job Plans					X
8	Job Plan Review meeting					X
9	Service Capacity review					X
10	Ongoing data collection and review						X

Timescale infographic

This site will help you to work your way through the steps to implement Job Planning, with accompanying handouts, videos and tools. Supporting tools are also available on the Quick Access Tools page.

How: Job Planning step-by-step

Step 1: Share the principles