1. Engagement Assessment Tool:v
Engagement Assessment Tool:
Small Impact
Medium Impact
Large Impact
N/A or No Info
Scale of service change 1 2 3 4 5 6 7 8 9 10
Impact of service change on other parts of the system
Scale of population affected
Variation in clinical consensus
(no variation scores low)
Equality & diversity impact
Going to market
(minor process/resource scores low)
Political sensitivity
Positive Impact
No/Little Impact
Negative Impact
Change to patient choice
(increased choice scores low)
Financial implications
(savings scores low)
Total
Total Score V

2. Comments
Positives
Concerns V

3. Scale of service change
Things to consider and/or questions to think about when using the tool.
Scale of service change
Is this a new service? Does this change an existing service? And if so by how much? Will this service be delivered from a different location(s)? How will this impact the staff delivering this service?
Impact of service change
Will this service impact on existing services? And if so by how much?
What have been the learnings elsewhere of doing this?
Scale of population affected
How many people will be impacted by this new service?
Will the service increase or decrease the amount of patients?
Change to patient choice
Will the service increase or decrease patient choice? Increased choice scores at the lower end of the scale.
Variation in clinical consensus
Do all the clinicians agree with the approach?
Is the service based on NICE guidelines/best practice/a tested model?
Equality & diversity impact
Is the service accessible to all? Do we require a targeted approach …or will a generic approach apply (language/imagery/complexity etc.)? Have we considered the nine protected characteristics?
Financial implications
What is the scale of financial investment/saving? Does this represent value for money? Is there an opportunity cost of the scheme? Savings score at the lower end of the scale
Going to market
Do we have enough choice in the current market? Do we wish to undertake a procurement exercise to support service/scheme/project? Do we have the time and resource to undertake this?
Political sensitivity
What is impact of this project internally, with stakeholders and key partners ?
Will the project attract external attention – positive or negative attention?
[Any items in the high score require a specific debate as to action needed to mitigate any perceived risks]

4. Engagement approach menu of activities v5 21.03.17
Tier 1 (36 and below)
Tier 2 (37 to 63)
Tier 3 (above 64 )
Appropriate survey (usually online) of specific interest or patient groups
Wider survey online and/or in person, including partner, provider or third sector organisations, and health champions as appropriate
Wider survey online and/or in person, including partner, provider or third sector organisations, and health champions as appropriate
Communication to and feedback from stakeholder groups – including providers and third sector if appropriate
Regular communication to and feedback from stakeholder groups – including providers and third sector if appropriate
Healthwatch sighted on project
Focus groups in one or two locations with specific interest or patient groups
Focus groups in multiple locations with patient or public interest groups
Some engagement work with seldom-heard audiences (if affected) through third sector/partner organisations
Dedicated patient or public representation on project/campaign/redesign board or in patient involvement sub-group depending on governance structure.
HealthWatch and HOSC sighted on project
Workshop sessions with patient and public groups, building on initial findings to test concepts or ideas
Interviews to develop patient stories from specific patients
Specific engagement work with seldom-heard audiences affected, utilising third sector/partner organisations and direct if appropriate.
HealthWatch, HOSC and Health and Wellbeing Board sighted on project