Guy’s & St Thomas’ KSF Project Julie Gregory, KSF Project Lead Carolyn Norgate, Head of T&D Yvette Leacock, KSF Trainer Agenda for Change

KSF Project Plan Organisational Review Pilot Areas Training Evaluation & Monitoring Trust Roll-out Training & Development Publicity Computer Tool Successes

Organisational Review State of current appraisal Benchmark against IIP Approach to CPD/LLL Early publicity of KSF

Pilot Areas Transport & Portering Physiotherapy, Senior II Human Resources Oncology, Data Management Oncology, Samaritan Ward Nutrition & Dietetics

Progress KSF Outlines produced inclusive of generic minimum standard outlines KSF conversion training complete KSF Appraisal completed for all grades within pilot areas

Barriers Encountered Release to undertake training Acceptance to change Existing appraisal skills Perceived importance of KSF Length of KSF appraisal Managers managing Working with existing competency frameworks

Early Learning

Training Sessions developed for Appraisers & Appraisees Barriers Encountered Release of staff from the workplace Suitable Venues Poor background understanding of KSF Focus on JE & pay

Early Feedback Inadequate focus on appraisal documentation Require pre-course reading Need for longer sessions Inclusion of appraisal theory

Changes to training Inclusion of appraisal theory Mix sessions Included case study using appraisal documentation Extended length of both sessions

Evaluation & Monitoring End of course evaluation sheets External evaluator Focus groups April 2004 & July 2004

Outcomes April 2004 Review adequacy of draft KSF outlines Effectiveness of revised KSF appraisal documents Training provided Understanding theory of KSF Ease of implementation Time constraints Effectiveness of identifying PDP

Outcomes July 2004 Cost implications Matching training provided with original need Releasing staff Ease of undertaking annual appraisal for all staff Resources required Additional support from KSF project team

Outcomes October 2004 Evaluation via CPD Facilitator Extent of KSF embedded in organisation Additional support required by CPD Facilitator

Process for Trust Roll Out of KSF Three phase implementation via departments: January –April 2004 May – July 2004 August – October 2004 Initial planning meeting with KSF project manager Train the trainer in theory to KSF Determine KSF Outline that need formulation Existing appraisals Existing competency frameworks KSF training dates provided

Process for Trust Roll Out of KSF Key people in department brief staff Key leads book staff and appraisers onto training by contacting T&D Julie Gregory – formulates outlines with department, map local competencies Yvette Leacock – trains in KSF Department undertakes appraisal using KSF

Trust Roll-out - Phase 1 Departments covered: Inpatient Services Corporate Nursing (incl. PALS) Nurseries Gynaecology & Midwifery Communications Specialist Medicine Meetings planned with: Therapies Pharmacy Finance

Training & Development Suspended existing Performance Management course Draft Appraisal guidance notes formulated Mapped T&D courses to KSF dimensions & levels Review content of other Trust courses Review of Recruitment & Selection process including JD format

KSF Publicity Question & answer article in Trust Agenda for Change Bulletin Article in Trust magazine KSF intranet page KSF posters showing Trust roll-out & appraisal cycle

Computer Tool Link outline to the individual Do appraisal/PDP on-line View progression/evaluation on-line Can carry to other jobs

Successes Positive feedback from pilots Clear career pathway Staff can identify under performance Indicator for promotion Focuses individual on development within existing role Requires thorough preparation Putting KSF outlines together not as difficult as expected

Successes KSF training well received Project progression & credibility Trust Draft appraisal guidance KSF outline formulation protocol Generic minimum standard KSF outlines

Future Work Evaluation of KSF Implementation Design and commence new performance management course Implement KSF Database Raise trust awareness of KSF

Future Work Complete trust roll out of KSF Design and approve trust job description format Move towards competency based recruitment and selection Link KSF to pay progression by April 2005

Any Questions?