Step 2

Checklist

Goals and Benefits of Change

• What are the drivers behind the service change?
• What are the costs and outcomes under current models?
• What are the intended benefits from the service change?
• How will the change be effectively monitored?

Current Baseline Summary

• What are the current costs and outcomes under the current models?
• What performance indicators or service agreements are in place? e.g. waiting times, referral timeframes, service user outcome measures.
• How and where are services currently being delivered? Do they need to change?
• What performance data is available?
• What data has been used and what assumptions have been made regarding the data?

 Drivers and Constraints 

• What are the forces that support the service change?
• What are the forces that hamper the change?

Option Appraisal

• What different scenarios for service change have been considered?
• Which is your preferred option and why?
• DoMs there need to be a staggered approach to meet the optimum model?

Working models

• Does the preferred model deliver the described benefits more effectively than other models?
• Or is the model simply more likely to be achievable given the anticipated constraints?
• Is there a clear and shared understanding of the future service configuration

Review other relevant sections of this website:

• Transforming roles methodology

Decide if other resources and tools may be helpful:

• Service specification template and guidance
• Transforming Roles methodology needs section

Consider if other resources and tools may be helpful:

• Wales—Workforce Planning for AHP’s