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Introduction to workforce planning and transformation
Which approach(es) to choose?
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What approaches are there to workforce planning and transformation are there and which one(s) should I choose?
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The videos below will give you an overview and understanding of:
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Video 2: Workforce Planning and Transformation approaches—what are they and which to choose? (Video to be embedded here once it's available online)
Presentation slides for Understanding approaches and methodologies - which approach to choose (pdf)
Download video transcript (doc) - add link once available
This video is intended to be used with the supporting workbook
It follows on from Video 1—Introduction to workforce planning and transformation and it is recommended that you watch video 1, followed by video 2 and then complete the workforce planning approach decision workbook to help you decide which approaches best suit your team/service to address the service need/challenge you are facing.
Accompanying resources:
Overview table of approaches.
| Transforming Roles Methodology | Balanced System® | Six Steps® | Skills Maximisation | ||
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What |
National methodology for service transformation, workforce redesign and role development |
Framework and tools to support whole system/service redesign and transformation around
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Structured data driven approach to workforce planning and transformation. | Collaborative service redesign and role optimisation process. |
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Why |
Align workforce to needs and develop new, advanced or specialist roles.
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Improves service commissioning and delivery for whole systems or service approach. Improve access, equity and outcomes across populations and pathways. |
Identifies workforce/service /teams challenges enabling development of solutions. Forecast workforce requirements and create evidenced-based workforce plans.
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Help teams with optimising care, service redesign and workforce planning. |
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Who |
AHPs, other healthcare professionals, service leads, managers and workforce planners. Can be used across all populations. |
AHPs, providers or commissioners of services considering universal, targeted or specialist approach (particularly CYP services) |
AHPs, other healthcare professionals, workforce planners, service leads, managers and organisations. |
Teams, multidisciplinary services, registered and support workforce. |
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How |
Analyse need - review workforce - redesign roles - implement with governance and education support. |
Define challenge, consider needs, wide whole systems engagement, map service (universal, targeted and specialist) access free tools and consider support required. |
Define workforce challenge and plan, map service change, define and understand and plan the workforce (consider needs and data and engagement). Utilise resources and tools. |
Guides teams through 4 stages: 1. Prepare and identify challenges and priorities 2. Clarify and map the patient journey 3. Capture uniqueness (skills and roles) 4. Create improvement Test changes - redesign services. |
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Resources | Freely available on Turas Learn. |
Licensed framework with introductory free resources on this website. Paid for resources and support options. |
Licensed. Freely available on this website. Paid for support options. | Freely available on Turas Learn. |
The detailed comparison table below provides further information on each approach. Refer to video 2 and the workforce planning approach decision workbook to guide your decision making.