1. Great Place to Work – Senior Responsible Officer Cathy Kennedy Template for work stream leads (to be completed by 6 th June 2014) Name of work stream: Team assessment rollout Name(s) of work stream lead: Di Ormandy

2. Project Outline Identify methods of Team assessment that are currently in operation within NHS Finance, analyse uptake and flexibility of existing schemes Research alternative team assessment tools that being used within other industry sectors e.g. NHS Employers, IiP, Professional bodies, private sector models eg KPMG, Deloittes, PWC that might complement the GPtW initiative Review to ascertain if they meet the objective of assessing a great place to work i.e Development environment, empowering culture, mobility, reputation and most importantly connecting with the patient Review output of the great place to work pilot to assess feasibility of full rollout Engage with organisations who expressed an interest in the initial pilot but were unsuccessful to review alternative solutions

3. Potential expenditure No foreseen costs at present for the scoping of the project Possible cost associated with the relevant model chosen

4. Stakeholder map FSD Leads Partner organisations Team Assessments Rollout HFMA Local committees FD/CFO Community NHS Organisations' Organisations who expressed an interest in the pilot

5. Timescales Gather data re existing systems from FSD leads / HFMA July/August Gather feedback from across the country regarding the effectiveness and utilisation of existing schemes – September Gather evidence re alternative schemes – September Feedback on progress to the September Face to face meeting

6. Risks Trust engagement – Utilisation of the agreed model Consistency across the country Agreement of model that fits all organisations Organisation wide take up, lose finance benchmarking, loss of control for FF/data/links and connectivity Assess outcome and impact, rather than just process and content