2. Interlocking processes
Strategic
Planning
Process
Commissioning
Intentions
Goal Based Process
- 5 yearly cycle
- High level strategic view
Issue Based Process
- Yearly cycle
- Annual commissioning
priorities
- Annual Financial Plan
Commissioning
of Services
Commissioning
Services
• 5 Year strategic process: reviewed each year to assess the priorities for
the organisation in order to inform the development of the 2 year
operational plan and the commissioning intentions process and the
subsequent development of the operational plan
• Links to the commissioning intentions process and the business
planning process, both yearly processes which are issue based rather
than goal based
3. Purpose or mission
Assessment
Prioritise
Action plans and
strategies
Planning document
Strategic plan with
finance process
Implement,
monitor and
update
Vision:
Inspiring Better
Health and Wellbeing
Values:
Valuing People, Working
Together, Innovative, Quality,
Investing Responsibly
Basic Strategic Planning Process
- Define objectives. Goals,
outcomes, actions required,
resources needed, timelines
roles and responsibilities
- Develop a written plan to track
progress, record results and
communicate to stakeholders
- Major issues
and goals
organisations
must reach.
- Coordination of
strategic plan
with financial plan
- Exec group to use the
plan to guide
responsibilities and
update progress
- Review status of plan at
governing body
- SWOT analysis
- Stakeholder and
public views
• NHS Eastern Cheshire CCG have a Five Year Strategic Plan
• Refreshed CCG Two year operational plan due for development for 16/17
• Operational plan and commissioning intentions process are inherently linked
4. Commissioning Intentions Process
Identify issues
Identify ways to
address the issues
Prioritise
Write project plans
and identify
resources
Compile projects
into an planning
document
Monitor plan
• National guidance
• Public & Stakeholder
consultation
• Performance
information
• Complaints & Concerns
• Prioritisation matrix
• National Mandates
• Local knowledge
• Scoping the issue
• Identify projects
• Commissioning
intentions document
inc. project plans and
outcomes
• Plan on a page
• Outcome framework
• Quality and
performance
• Existing process that is refined every year
• Project mandates to be used to inform prioritisation process
• All CI projects need to work towards the outcomes of the 2 year operational plan and the 5 year strategic plan
5. Strategic Planning Process Timescales
• 1st draft of a planning schedule
• Includes elements of the business cycle and the commissioning intentions process
• Timelines suggested allows smooth transition between commissioning intentions process
and business processes
• All project plans would be completed and ready for initiation in April 2016
• Allows development of draft POAP/annual plan to be undertaken in advance of the
Operating Framework being released and completed soon after
• CQUIN development coincides with the project planning phase in order to inform each
other
• Key forums within the governance and engagement structures and proposed dates are
outlined
• Schedule does not include the stages of the project implementation as this would be
different for each initiative
6. Quality
Schedule
Final submission Governing
body
TBC
Provider
Contracts
TBC End Mar
Project
Initiation
To include development of specifications and
business cases where appropriate. Co-
ordinated by PMO
Project
Monitoring
Monitoring of Commissioning Intention
related projects
Quality and
Performance
Monitoring of strategic quality and
performance
Strategic Planning Process Timescales
Task Details Forums Date End Date Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Review
strategic
priorities
To review whether the strategic priorities set
in 5 year plan are relevant based on
performance, JSNA information and Health
and Wellbeing Strategy
Locality
Health Voice
04.09.15
25.09.15
Mid Aug
Draft strategic
priority areas
To identify specific issues/ areas that need
addressing in 2016/17
Staff briefing
Locality
Governing
Body
18.08.15
04.09.15
30.09.15
End Sept
Identify CI’s Identify potential CI’s and cross reference with
strategic priorities
Locality
Health Voice
Governing
Body
Staff briefing
04.09.15
25.09.15
30.09.15
13.10.15
End Sept
Identify project
areas
Development of CI mandates for
consideration
Governing
Body
25.11.15 Mid Oct
Prioritisation of
projects
Prioritisation of mandates using prioritisation
matrix plus cross referencing with strategic
priorities, national guidance and
consultation with Health Voice and GP
representatives
Health voice
Locality
20.11.15
06.11.15
Mid Nov
Project
planning
Detailed PIDs to be completed for all the
prioritised projects using standard
documentation
Governing
body
27.01.16 Mid Jan
Develop annual
planning
documentation
(operational
plan)
To include overarching strategic planning
priorities, commissioning intention
statements, project overviews, financial
planning assumptions, monitoring
arrangements and outcome framework
(Plan on a page, annual plan)
Governing
Body
Staff briefing
Locality
Health Voice
24.02.15
30.03.15
00.02.16
00.03.16
04.03.16
00.03.16
First
Draft end
Jan
Final
Draft end
Mar
Operating
Framework
released
Submission of
CCG financial
plan
Governing
Body
TBC
CQUINs
Developed
Development of CQUIN complementing
Commissioning Intentions and Strategic
priorities
TBC
Quality
Schedule
Final submission Governing
body
TBC
Provider
Contracts
TBC End Mar
Final sign off in May
7. Forum Date Documents Purpose
Governing Body 29 July 2015 Final version Strategic Planning Process For information
30 September 2015 Strategic Planning Process Update to include:
Final strategic priority areas
Priority areas for commissioning intentions
Agreement and endorsement
25 November 2015 Strategic Planning Process Update to include:
Finalised list of prioritised commissioning intentions
For information
24 February 2016 First draft of CCG Plan on a Page/ annual plan For information and comment
30 March 2016 Final Draft CCG Plan on a Page/ annual plan Sign off
Locality Meeting 04 September 2015 Final version of strategic planning process including commissioning intentions process
Strategic Planning Process Update to include:
Final strategic priority areas
Draft list of commissioning intentions
For information
For discussion and feedback
06 November 2015 List of project mandates
Prioritisation process
For information and feedback
For discussion/workshop
04 March 2016 Draft CCG Plan on a Page/annual plan For comment
Health Voice 25 September 2015 Final version of strategic planning process including commissioning intentions process
Strategic Planning Process Update to include:
Final strategic priority areas
Priority areas commissioning intentions
For information and endorsement
For information and feedback/discussion &
identification of potential projects
20 November 2015 List of prioritised commissioning intentions/mandates For information
25 March 2016 Final Draft CCG Plan on a Page/ annual plan For endorsement
Health and Wellbeing
Board
February/March 2016 Operational Plan For approval
Staff Briefing 18 August 2015 Final version of strategic planning process including commissioning intentions process
Strategic Planning Update to include:
Final strategic priority areas
For information
13 October 2015 Draft list of commissioning intentions and proposed projects For discussions and feedback
Feb & March 2016 Draft plan on a page and annual plan For discussion
Products and Forums
• Draft schedule of what meetings/forums products and updates should be presented to, when and for what purpose.
