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SOUTH WEST STRATEGIC HEALTH AUTHORITY
LEARNING AND DEVELOPMENT STRATEGY, 2008 - 2011
1. PURPOSE
1.1 The Learning and Development Strategy aims to identify the
developments which need to occur, and where investments need to be
made, to achieve the priorities of the Workforce Strategy (January
2007). It is focussed on delivering national priorities, and
arranged around the delivery of care pathways.
1.2 The Learning and Development Strategy also aims to support
the NHS strategic vision, as described in the NHS Operating
Framework 2008/09:
‘Training and development effectiveness matters to staff when it
is relevant, useful and supports the delivery of high quality care.
That is why we are increasing the Multi-Professional Education and
Training (MPET) budget by 6% in 2008/09 on the nationally allocated
budget for 2007/08. We expect all trusts to use their service
plan and clinical vision as the basis for a learning and development
plan for closing the gap between current capability and capabilities
needed for the future. There also need to be clear measures of
progress, and this should be supported by systematic feedback from
staff about training effectiveness…..PCTs, together with their SHAs,
will wish to ensure that local Learning and Development Agreements
properly reflect the requirements of providers’ workforce delivery
plans and are aligned with the agreed clinical vision for service
provision’.
1.3 The Learning and Development Strategy will be iterative, and
will adapt to NHS policy drivers as they emerge. The first
stage of the work will focus on four key themes of current learning
and development strategy, and the changes which need to be made to
ensure that public investment continues to be fit for purpose.
These are:
- Development of the professionally registered
workforce;
- Widening participation, particularly for staff working
at Agenda for Change bands one to four;
- Postgraduate medical and dental education, in
particular, the application of the Medical and Dental Education
Levy (MADEL);
- Learning infrastructure, especially knowledge
management and e-learning.
1.4 The second stage of the work will focus on evaluation and
review – of the effectiveness of the overall strategy, and also the
mechanisms employed for evaluating the benefits to healthcare of
investments in education and training made by the Strategic Health
Authority.
1.5 The key principles of the Learning and Development Strategy
will be reflected in the Learning and Development Agreements between
the Strategic Health Authority and NHS Trusts.
2. THE POLICY CONTEXT: MEETING 21ST CENTURY SERVICE NEEDS
2.1
The key strategic trends can be summarised as follows:
| 20th Century Healthcare |
21st Century Healthcare |
| Sickness |
Health |
| Hospitalisation |
Care at or close to home |
| Professional led |
Patient led |
| Activity focus |
Patient safety and quality focus |
| Monopoly |
Plurality |
| Top down targets |
Self improvement |
| Provider led |
Commissioner led |
| Declining productivity |
Improving productivity |
| Impersonal care |
Personalised care |
| High growth |
Low growth |
| Mediocrity |
Ambition |
2.2 In ‘Our NHS, our future’ (2007) Lord Darzi sets a vision for
the NHS which is:
- Fair: equally available to all, taking full
account of personal circumstances and diversity;
- Personalised: tailored to the needs and
wants of each individual, especially the most vulnerable and
those in greatest need, providing access to services at the time
and place of their choice;
- Effective: focused on delivering outcomes
for patients that are among the best in the world;
- Safe: as safe as it possibly can be, giving
patients and the public the confidence they need in the care
they receive;
- Locally accountable: so that staff are
empowered to lead change and innovate locally, ensuring that
this is based on the best clinical evidence, meets local needs,
and is the product of engagement with patients and the public.
The South West Strategic Health Authority’s plan for translating
this vision into local achievement is set out in ‘Improving health:
ambitions for the South West’ (June 2008), which describes the work
of nine Clinical Pathway Groups covering the following areas:
- Staying healthy
- Maternity and newborn care
- Children and young people
- Long term conditions
- Mental health
- Learning disability
- Planned care
- Acute care
- End of life care
2.3 From a patient perspective, the most important thing is the
quality of service delivered within the care pathway. The NHS
is structured like a layer cake, with primary care as the base,
secondary care in the centre and tertiary care at the top.
Most patient pathways do not progress beyond the bottom layer, and
may involve non-NHS organisations like schools, care homes or
charities. Investment in education and training is, however,
largely based on the top two layers, and is spent almost exclusively
on NHS staff.
2.4 The challenge now is to work towards incremental change of
this investment pattern, so that education and training is
commissioned and delivered to enable the workforce to operate within
the 21st century health care environment, and deliver patient
specified, personalised care, as described in Lord Darzi’s vision.
2.5 A key principle for the South West Strategic Health Authority
will be the alignment of education and training commissions with
agreed clinical vision, in line with the guidance
given by the Operating Framework 2008/09 (see 1.2 above).
Agreed clinical vision will be based on best evidence, presented in
the form of a care pathway and confirmed by Primary Care Trust
commissioners, working to the Department of Health’s strategy for
World Class Commissioning.
3. ALIGNING LEARNING AND DEVELOPMENT WITH
WORKFORCE PLANNING AND AGREED CLINICAL VISION
3.1 The NHS South West Workforce Strategy paper (January 2007)
identifies the key national and local drivers which will impact on
the workforce in the next phase of NHS development, and describes
the way in which the workforce, including the contribution of new
roles, must develop to support evolving service strategies.
3.2 The vision is a workforce which will be patient, rather than
sector focussed, able to cross current boundaries. New roles
will be based on competencies and care pathways, rather than
traditional professional preparation.
3.3 As the Operating Framework points out, agreed clinical vision
underpins care pathways. This is usually presented as NICE
Guidelines or Health Technology Assessments, or local guidelines and
procedures. Tools like the Map of Medicine, currently being
implemented across the NHS as part of the Connecting for Health
programme, enable this knowledge to be presented in a format which
is accessible to clinicians and patients, and which can be localised
to present commissioning patterns across a health community.
3.4 In terms of the development of evidence based care pathways,
the NHS is, however, at the beginning of a journey which will be
long and tortuous. There are major issues to resolve in the
following areas:
- Improving patient safety;
- Waste;
- Unknowing variations in policy and practice;
- Failure to introduce high value interventions;
- Uncritical adoption of low value interventions;
- Failure to recognise uncertainty and ignorance.
(Gray, M (2008): Authority in the NHS.
Carruthers, I (2008). Tolerance of minor incidents needs
major overhaul. Health Service Journal, 14 February,
pp.18-19).
3.5 The World Class Commissioning initiative will be the key
driver for improving services to patients and the public.
Primary Care Trusts are the commissioners for health care in
England, and will take responsibility for the effectiveness of care
pathways. The required skills, which include excellence in
managing knowledge and in promoting improvement and innovation, are
described in World class commissioning: competencies (2008).
3.6 Primary Care Trusts will need to play a greater role in
commissioning and training the health care workforce in order to
ensure that effective care pathways are delivered. The
Strategic Health Authority will promote the role of Primary Care
Trusts in identifying workforce development need in local health
communities. The management process for this is described in
Appendix One: Strategic Service Improvement Funding.
3.7 The Strategic Health Authority will work towards building a
health service workforce which is appropriately skilled to deliver
effective care pathways at all levels. There has been
under-investment in the education and training of workers at Bands
One to Four of Agenda for Change: this will be addressed through the
Widening Participation Strategy (Appendix Two).
3.8 The Strategic Health Authority will also ensure that Primary
Care Trusts have access to information services to support evidence
based decision making and leadership in improvement and innovation.
The processes for achieving this are described in
Appendix Three: Postgraduate Medical and Dental Education, and
Appendix Four: Learning Infrastructure.
4. USING A LEARNING ARCHITECTURE MODEL TO PLAN
INVESTMENT
4.1 The Workforce Strategy Paper notes that in spite of
initiatives such as the introduction of ambulance service emergency
care practitioners and physicians’ assistants, ‘few organisations
have adopted roles or ways of working systematically with a clear
evaluation of the impact on service delivery and costs’.
4.2 In line with the requirements of the Operating Framework,
investment in education and training needs to align clearly and
transparently with service plans, clinical vision and patient
choice. This will involve adopting less traditional
approaches, innovation from current education providers, and working
with new providers.
4.3 The education and training inputs we need to commission can
be more closely defined by applying a learning architecture model to
care pathways. The Map of Medicine palliative care pathway,
for instance, takes place entirely in primary care, which is often
in accordance with patient choice. It involves multiple
agencies, which can often be a negative factor in patient
experience. An analysis of the pathway reveals many potential
training and learning needs, which would be difficult to meet using
traditional models of health care education. Some of these are
shown in the model below.
4.4 Learning architecture: palliative care
|
Training
|
Information /
knowledge management |
Performance support |
|
e.g. Lifting and handling;
Needs assessment;
Recognising emergencies and complex problems;
Nutrition
Consider using e-learning as a key training resource, which
can be targeted at:
Health / social care professionals across multiple
agencies;
Patients;
Lay carers;
Hospice staff
|
e.g. identifying best practice; identifying problems
Consider using:
Libraries (including e-libraries like National Library for
Health or NHS Choices)
Online knowledge sharing communities
Patient input, e.g. Macmillan Cancer Voices
Access to data and benchmarking tools
|
e.g. applying best practice; reversing poor
performance
Consider using:
1:1 tuition
Mentoring
Leveraging organisational expertise
Action learning
|
4.5 In this model, the most costly training resource, i.e. highly
experience and/or qualified teachers, is deployed mostly in
delivering performance support, which requires a high level of
skill, and which is crucially important to improving standards in
health care.
4.6 In order to deliver education and training aligned to care
pathways, as illustrated in the Learning Architecture model, the
Strategic Health Authority’s commissioning strategy will consider
the following shifts:
| Pre-Darzi |
Post-Darzi
|
| Allocation of
continuing professional development funding is Trust / staff
led |
Allocation is aligned
to agreed clinical vision via care pathways, and managed by
Primary Care Trusts |
| Allocation of study
leave funding for medical staff is Trust / staff led |
Allocation is aligned
to agreed clinical vision and managed strategically via
Deaneries in collaboration with Primary Care Trusts |
| Non-medical
commissions placed with higher education institutions |
Non-medical
commissions mostly with higher education institutions, but
also providers such as organisations from the health care
family and commercial suppliers |
| Education providers
react to demand with long lead times for development |
Education providers
are adept at analysing education and training needs linked
to care pathways, and are fleet of foot |
| Commissions are mostly
traditional face to face training courses |
Commissions also
include e-learning, work based learning, support for
informal learning, designed according to a care pathway’s
learning architecture model |
| Clinical placements
mostly in the NHS |
Clinical placements in
new care delivery settings, such as patients’ homes,
schools, care homes |
| Commissions are for
NHS staff |
Commissions can be
used to up-skill other members of the health care family,
such as carers, patients, charity workers |
| Commissioning
decisions made by the Strategic Health Authority |
Commissioning
decisions made by Primary Care Trusts, influenced by service
users, health care providers and education providers |
| Evaluation focuses on
student experience |
Evaluation focuses on
health care outcomes / quality of life outcomes for patients |
4.7 The Strategic Health Authority will encourage education and
training commissioners to use the multi-professional education and
training levy to commission training and learning inputs which
support evidence based care pathways.
4.8 Training and learning inputs, including investment in the
learning infrastructure, will be multi-professional where
appropriate, and will be delivered across sectors where there is an
identified patient need.
4.9 Training and learning strategies to support care pathways
will be led by Primary Care Trusts, and will link closely to plans
to deliver world class commissioning.
4.10 The Strategic Health Authority’s strategy for achieving this
is described in section 5 (below) and in the Appendices.
5. STRATEGIC BUILDING BLOCKS, 2008/9
5.1 Developing the Professionally Registered Workforce [Appendix
One...]
Appendix One describes the Strategic Health Authority’s plans to
establish a Strategic Service Improvement Fund. This will
total approximately £4.5 million per annum, and will be formed by
reconfiguring the Continuing Professional Development Fund,
traditionally used to support the ongoing training needs of nurses
and allied health professionals by purchasing courses from Higher
Education Institutions.
The Strategic Service Improvement Fund will be managed by Primary
Care Trusts, and will be used to ensure that the workforce resources
for the effective delivery of care pathways are in place. Its
administration will ensure that the taxpayer has clear evidence that
investment in education and training is effectively geared to
delivering health service priorities.
Some Primary Care Trusts will begin to implement the Strategic
Service Improvement Fund in 2008/9. The rest will perform a
shadowing exercise, with a view to implementation from 2009/10
onwards.
5.2 Widening Participation [Appendix
Two...]
Appendix Two describes the strategic direction NHS South West
will take to support wider participation in learning by NHS staff
working at Agenda for Change bands one to four. It aims to
reinforce the crucial role these workers play in achieving the
delivery of successful care pathways, by spearheading investment in
their education and training.
Working with the Learning and Skills Council and Skills for Health,
the Strategic Health Authority will invest £2 million in training
for this group of staff during 2008/9. In addition, the
Learning and Skills Council will invest £1 million, and £1.75
million will also be made available from the Widening Access to
pre-registration education initiative. The total fund of £4.75
million will be managed through the Joint Investment Framework.
All Trusts and Primary Care Trusts in the South West have signed a
pledge to support the work.
5.3 Postgraduate Medical and Dental Education
[Appendix Three...]
Appendix Three describes the harmonisation of funding streams to
support medical education and learning infrastructure in NHS South
West. The initial focus, to be applied from 1 April 2008, is
the Medical and Dental Education Levy (MADEL), specifically the
following areas:
Libraries (£1.9 million)
Non-pay funding based on trainee numbers (£3.6 million)
Postgraduate Medical Centres (£3.8 million)
The harmonisation exercise applies a formula for allocating these
funding streams to NHS Trusts. Receipt of funding is governed
by the Learning and Development Agreement, which sets out how the
money should be used within the context of the strategic aims of the
Learning and Development Strategy.
5.4 Learning Infrastructure [Appendix
Four...]
The Strategic Health Authority invests approximately £2.5 million
per annum in learning infrastructure (excluding postgraduate medical
centres). Plans for strategic development are described in
Appendix Four. Key action points for 2008/9 are:
- Implementation of the National Learning Management System,
based on the Electronic Staff Record, in NHS South West;
- Support for the change management process to accompany the
introduction of e-learning;
- Procurement of e-learning content based on nationally
developed, evidence based and quality assured resources, which
contributes to national and local priorities;
- Knowledge management support for world class commissioning
through Primary Care Trusts, including the implementation of Map
of Medicine;
- Knowledge management support for public health and patient
choice;
- Benefits realisation from investment in other learning
technologies, such as video conferencing facilities.
6. EVALUATION AND REVIEW
The strategic shifts described in this document represent
significant changes for the way education and training is
commissioned and delivered in the NHS. In order to assess the
impact of this change, and to ensure that investments continue to
align to the NHS strategic vision, an evaluation model will be
commissioned during 2008/9 which will apply across medical and
non-medical investments. Its ultimate aim will be to assess
the impact of education and training investment on healthcare and
quality of life outcomes for patients.
7. REFERENCES
South West Strategic Health Authority (2007). Workforce
strategy. Available from
go@southwest.nhs.uk
Department of Health (2007). The NHS in England: the Operating
Framework for 2008/9
Department of Health (2007). Our NHS, our future: NHS next
stage review – interim report.
South West Strategic Health Authority (2008). Improving
health: ambitions for the South West.
Department of Health (2007). World class commissioning:
vision.
Carruthers, I. (2008). Tolerance of minor incidents
needs major overhaul. Health Service Journal, 14 February, pp.
18-19.
Gray, M. (2008). Authority in the NHS. In:
Hill, P. Report of a national review of NHS library services
in England.
This page was last updated
11/06/08
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