Which approach(es) to choose?

02

What approaches are there to workforce planning and transformation are there and which one(s) should I choose?

The videos below will give you an overview and understanding of:

  • Different approaches to workforce planning and transformation including: Six Steps Methodology®, Transforming Roles methodology and Balanced System® and other approaches
  • How to decide which approach(es) might best suit you/your team/service to address and the service need or challenge you are facing
  • Content of the workforce planning and methodologies section of this website to help you best use the resources
Video 2: Workforce Planning and Transformation approaches—what are they and which to choose?

Animated slide to be embedded here once it's available online (need URL to link it here)

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 Balance Systems Six Steps Skills Maximisation
What

A national structured approach to:

  • analyse service need and population demand
  • align workforce and skills mx
  • develop and evaluate roles (including advanced/specialist)
  • ensure governance, education and safety

Framework and tools to support integrated service delivery, within a whole systems approach.

Structured data driven approach to workforce planning and transformation. Structured, collaborative method that helps teams understand their work, optimise roles, and redesign services. ​
Why

Apply consistent national approach to transformation

Align re-design to national policy and priorities

Evidence based and measurable workforce decisions

Ensure governance

Can improve access, quality and equity

Has been used to:

  • increasing access,
  • reducing waiting times,
Use workforce to meet need, based on data (now and future)

Helps identify and address workforce and service challenges, enabling development of solutions e.g.

  • business cases
  • development of workforce plans
  • service/team redesign or wider workforce transformation.

 

Data to look at current and future needs  and gaps for service/team/ workforce

 

 

Help teams with optimising care, service redesign and workforce planning. ​
Who

AHPs, other healthcare professionals, workforce planners, service leads and managers.

AHPs, providers or commissioners of services considering universal, targeted or specialist approach (particularly children and young people’s services where this has been well utilised)

AHPs, other healthcare professionals, workforce planners, service leads and managers.

Is scalable and adaptable: works for teams, services, directorates, or whole‑system planning.
AHPs and non‑registered staff, used effectively within wider multidisciplinary teams. ​
How

 Use resources & tools:

  • Service needs analysis and service specification
  • Workforce analysis
  • Learning and education analysis and planning    
  • Combine local & national data for strong justification

 

Use metrics for evaluation outcomes & reporting

Tools to support governance

Whole‑systems/Public Health approach - mapping of universal, targeted and specialist offers for the service now and what is needed to benefit service users.

Structured approach, understand, plan, do and review phases.

Six Steps - step by step approach

  1. define the plan
  2. map the service change
  3. define the required workforce
  4. understand workforce availability
  5. develop an action plan
  6. implement/revise

 

Completion of the workbook or toolkit provides information that can be used for a workforce plan and/or to support service re-design or transformation.

Guides teams through 4 stages: ​

1. Prepare and identify challenges focusing on priority areas ​

2. Clarify and map the patient journey ​

3. Capture uniqueness​

4. Create improvement​

Resources Freely available resources on this website including webinar, service specification and AHP case studies. 

Licenced framework with some free resources and paid support options from provider.

Freely available introductory workshop and AHP case studies on this website.
Licenced methodology. Freely available resources on this website including webinars, workbooks, toolkits and AHP case studies. Paid support options from provider. 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.

Detailed comparison table with considerations