This document provides an overview of a public and patient engagement training session hosted by Community & Voluntary Action Tameside (CVAT) and Healthwatch Tameside. The training covered frameworks for assessing the scope and impact of proposals in order to determine the appropriate level of public engagement. Participants worked through case studies to practice applying the frameworks. They considered questions around understanding impact, identifying stakeholders, and planning evaluation. The goal was to equip participants with tools for meaningful public involvement in health and social care projects.

1. Public & Patient Engagement
Training – Session 1
22 April & 21 May 2013

2. Welcome
Your trainers:
• Anna Hynes, Health and Social Care Officer, CVAT
• Ben Gilchrist, Policy and Participation Manager, CVAT
• Peter Denton, Healthwatch Tameside Manager
Community & Voluntary Action Tameside (CVAT) is the lead
development and support organisation for community and voluntary
action in Tameside.
Healthwatch Tameside is the local consumer champion for health
and care issues in Tameside.

3. What do you want
from this training?
Please tell us what would
be useful for you to take
away from these two ½ day
training sessions…

4. Exercise 1 – other people’s decisions
Working in pairs:
• Describe a time when someone else has made a decision that
affected you
• Think about how much you were able to influence this
• Think about whether or not it turned out the way you expected
• How did you feel about it – both at the time and afterwards?
• Write a brief summary on a Post-It note
Examples might include a partner changing jobs, a family member
moving in or out of your home, a holiday being cancelled, etc.

6. Exercise 2 – Put yourself on the ladder
Take your Post-It from exercise 1:
• Put your Post-It on the rung of the ladder that most closely matches
your description

8. NHS T&G CCG Framework for engagement
Focuses on commissioning,
in 4 steps:
1. Checklist – thinking about your
engagement
This is about determining the scope of
your project, background research &
getting the ‘green light’ to proceed.
2. Impact of proposal – how does this
relate to scale/type of
engagement?
This is about understanding the scale
of potential impact and what level of
engagement is appropriate.
3. Planning the public and patient
engagement activity
Support and guidance are available.
4. Evaluating – both the engagement
itself and the impact/changes that
have resulted.
How successful were you?
What did you learn?
What changed?
Steps 2 & 3 may cause you to revise assumptions in step 1

9. 
Checklist – scoping your project and engagement needed
FRAMEWORK – STEP ONE

10. Case study – action 1
Split into groups of 2 or 3 people:
• Briefly discuss one project each that you expect to be
working on in the next 6 months (this is an opportunity to use
the training to prepare for an upcoming task).
• Decide which project you will find it most useful to work on
as a team.
• Answer question 1 of Step One of the framework (preferably
in no more than 30 words):
• ‘Please provide a summary of your particular
work stream’

11. Case study – action 2
For your chosen project
• Answer question 2 of Step One of Think about:
the framework (preferably in no
more than 30 words):
• What do we know that cannot
change?
• ‘What will you be doing
that is different?’
• What do we know that must
change?
• What are we trying to achieve?

12. Case study – action 3
• Answer question 3 of Step One of Think about:
the framework (preferably in no
more than 30 words):
• What are we trying to achieve?
• Is this about improving a service
within existing resources?
• ‘What will be the
• Is this about delivering the same
outcomes of the
level of service using fewer
proposal?’
resources?
• Is it about providing an
equivalent service to more
people, within the same
resources?

13. Case study – action 4
• Answer question 4 of Step One of Think about:
the framework (preferably in no
more than 30 words):
• Who currently accesses this
service?
• ‘What does this mean for • What do we know about how they
patients/public accessing access the service?
• Do we have any data about the
the service?’
service that will help to answer
this?
• This is about helping you to
define your specific target
audiences
• Can we split ‘the public’ or
‘patients’ into smaller categories
– groups of people we can engage
on specific topics?

14. Case study – action 5
• Answer question 5 of Step One of Think about:
the framework (preferably in no
more than 30 words):
• Location & transport
• Physical access to premises
• Communication
• ‘What positive and/or
negative impact will this • Times
have on patients/public
accessing the service?’
• Indicate where you could find
further information to help to
answer this (e.g. people within
the CCG, local
partners, secondary research).
• Existing research/good practice
• Is there anything that might make
it harder or easier for any of the
protected characteristic groups
to access the service?

15. Please return in 5 minutes
COMFORT BREAK

16. Case study – action 6
• Answer question 6 of Step One of Think about:
the framework (preferably in no
more than 30 words):
• Your answers to questions 3, 4 &
5
• ‘What noticeable
changes will patients/the • What questions/concerns this
might raise in patients’ minds
public see?’
• This is an opportunity to ‘reality
check’ some of the assumptions
you have made in questions 3 to 5
and to identify where more
evidence (including that
collected through engagement)
might help.
• What is the evidence base – how
sure are we that these are the
likely changes that people will
see?

17. Case study – action 7
• Answer question 7 of Step One of Think about:
the framework (preferably in no
more than 30 words):
• Benchmarking and tracking
• Existing data sources
• How long it is likely to take for an
• ‘How will you measure
impact to be noticeable
the impact of your
changes?’
• Impact could be about access,
patient experience and/or
clinical outcomes
• What will you do if the impact is
unexpected and results in a
negative patient/public
experience?
• Are the changes likely to impact
differently on different groups of
people?
• How and when can you measure
health outcomes for this?

18. Case study – action 8
• Answer question 10 of Step One of
the framework (preferably in no
more than 30 words):
Think about:
• What resources you have in
the CCG
• ‘Have you considered that
there might be cost and/or • How community groups and
CVAT can help
resource implications when • How Healthwatch can help
delivering your PPE
activity and if so can you
explain what these
implications might be?’
• It may be that this is only an
approximate estimate – Step Three
(planning engagement) may cause
you to revise this figure.

19. Estimating impact
FRAMEWORK – STEP TWO

20. Your impact levels
Level
High:
Action
CCG should offer local
people to have their say, e.g.
by:
• Decommissioning a service
• Permanent relocation of a service
• Changes to patient pathway with • Formal (mandatory) consultation
a significant impact on
(S242)
patients/public
• Satisfaction surveys
• Temporary removal of service (1 • Face to face and/or web based
month or more)
interaction
• Temporary relocation of a service
(1 month or more)
• New service being commissioned

21. Your impact levels
Level
Low:
Action
• Changes will have no significant
impact but there is real
opportunity for local people to
influence and shape service
delivery
• Involve via two-way
communication
• Changes will have no significant
impact and there are no real
opportunities for local people to
influence
• Inform

22. Case study – action 9
• As a group, decide whether your
project has high or low impact
• If it has low impact, is it most
appropriate to involve or inform
local people?
Think about:
• What data you have to support
this assessment
• How you answered the questions
in Step One of the framework
• Whether your impact assessment
is true for all potential users of
the service, paying particular
attention to protected
characteristic groups.

23. In conclusion
Today we have:
• Looked at some engagement theory and how it fits your work
• Worked through STEP ONE – your scoping and checklist
• Assessed STEP TWO – the impact of your project (and used
this to determine to purpose of engagement)
In the next session:
• STEP THREE – Planning your engagement activity – including
potential partners/sources of data
• Feedback – how you act on engagement data
• STEP FOUR – Evaluation

24. ANY QUESTIONS?

25. See you in session 2
THANK YOU