1. Powered by Stakeholder Engagement Feedback Pam Kaur, Group Finance Manager University Hospitals Coventry and Warwickshire NHS Trust

2. Powered by Introduction High level of response - 37% for 100/270 responses analysed. Latest figures show 46% response rate (125/270) Purpose Internal Audit requirements Stakeholder feedback on quality of finance services First survey of this nature aim to set a baseline for the quality of service that finance provides

3. Powered by Q1: Please provide your job title Answered: 100 Skipped: 0 Breadth of responses from across the Trust but mostly Clinical staff.

4. Powered by Q2: Please indicate your clinical or corporate group Answered: 100 Skipped: 0

5. Powered by Q3: Please indicate your specialty or department Answered: 100 Skipped: 0 Wide range of coverage across the Trust from clinical and non-clinical departments

6. Powered by Q4: Please select the option which best describes your staff group Answered: 100 Skipped: 0

7. Powered by Q5: Do you have overall responsibility for a budget? Answered: 85 Skipped: 15

8. Powered by Q6: If yes, how would you rate your understanding of your role as a budget manager? Answered: 85 Skipped: 15

9. Powered by Q7: Were you provided with the opportunity to agree your budget for this financial year? Answered: 85 Skipped: 15

10. Powered by Q8: Is there a dedicated / named member of the financial team linked to your service? Answered: 85 Skipped: 15

11. Powered by Q9: How often, as a minimum, do you have meetings with a finance colleague to discuss the financial performance of your service? Answered: 85 Skipped: 15

12. Powered by Q10: How often, as a minimum do you receive information outlining the financial performance for your service? Answered: 85 Skipped: 15

13. Powered by Q11: At what meetings, groups or forums is the financial performance of your service discussed? Please select as many that apply Answered: 85 Skipped: 15

14. Powered by Q12: How would you rate your understanding of your income and expenditure forecast? Answered: 85 Skipped: 15

15. Powered by Q12: How would you rate your understanding of your income and expenditure forecast? Key feedback centred around requiring greater visibility of income and the contracting process together with more training and standardisation of budget and CIP reports.

16. Powered by Q13: How would you rate your understanding of your workforce numbers? Answered: 85 Skipped: 15

17. Powered by Q14: How would you rate your understanding of identifying and monitoring efficiencies? Answered: 85 Skipped: 15

18. Powered by Q15: Have you received any type of financial training? Answered: 85 Skipped: 15

19. Powered by Q16 to 25: Who is your first point of contact for finance information? Stakeholders were asked to indicate which departments of finance they see as their first point of contact for the following queries:- Contracting and service level agreements CIPs Governance, SFI’s SO’s Procurement CQUIN and QIPP Strategy and business planning More than 50% of queries are dealt with by the financial management function signifying an expectation of wider knowledge in a business partner type support role

20. Powered by Q26: What are the enablers of good engagement between your department and finance?

21. Powered by Q27: What are the barriers to developing effective engagement between your department and finance? There is always an assumption of financial knowledge and terminology. Time pressures of finance team, clinical and operational staff Meetings are not always regular Clearer links between activity, income and expenditure

22. Powered by Q28: How appropriate is the visibility that your finance team displays to support your service? Answered: 68 Skipped: 32

23. Powered by Q29: How would you rate your finance team in terms of relationship skills and customer service? Answered: 68 Skipped: 32

24. Powered by Q30: What does the finance team do well? Answered: 68 Skipped: 32 Integra access is well maintained Prompt info supplied on request, very helpful Procurement provides expert advice on negotiating price reductions for consumables. Group finance team provides regular updates with good communication

25. Powered by Q31:What could the finance team improve on? Answered: 68 Skipped: 32 Contracting income included in budgets on a monthly basis Jargon free. Stop repeating the same mistakes e.g. with staff levels and nominal roll Easier to understand spreadsheets More involvement of clinicians in contracting/ commissioning and more support for business planning More training & education Understanding customer needs. Communicate better around what they are expected to provide. Remember that we are a patient focused organisation Dilution of support; strengthened and dedicated teams are required

26. Powered by Q32: Have you heard about the National NHS finance initiative called 'Future Focused Finance' (FFF)? Answered: 68 Skipped: 32

27. Powered by Conclusion High level of responses received to date - 46% (125/270) Responses generally positive, indicating above average engagement and understanding Richness in responses for us to consider / shape our finance development plan Key points for Finance to consider what the customer wants i.e. point of contact and appropriateness