Step 3

Checklist

Activity Analysis

• What are the key tasks and activities within the new service delivery model?
• Have activities been broken down into skills required, time taken to perform tasks, number of people required or any links to other processes?
• Have new roles been identified?
• How are roles constructed including duties and responsibilities?

Types and Numbers of Staff

• Have the teams through which the service is delivered been identified? Consider other teams and services where there may be interdependencies.
• What will be the impact?
• Has an assessment of the size and composition of the teams needed to deliver the service been undertaken?
• Have the case load and case mix been identified for individual service units?

Productivity and New Ways of Working

• Have productivity implications been considered based on technology, patterns of working, service models and redistribution of tasks?
• Have different blends of skill mix been measured?

• Redistributing tasks – could delegation be used? Are staff working at their correct level?

• Are the needs of the service user/public identified and prioritised?

To start—watch the Six Steps Step 3 video below, and review the slides.

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