Engagement Assessment Tool Small Impact Medium Impact Large

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 1 2 3 4 5 6 7 8 9 10 Scale of population affected 1 2 3 4 5 6 7 8 9 10 Variation in clinical consensus 1 2 3 4 5 6 7 8 9 10 Equality & diversity impact 1 2 3 4 5 6 7 8 9 10 Going to market 1 2 3 4 5 6 7 8 9 10 Political sensitivity 1 2 3 4 5 6 7 8 9 10 (no variation scores low) (minor process/resource scores low) Positive Impact No/Little Impact Negative Impact Change to patient choice 1 2 3 4 5 6 7 8 9 10 Financial implications 1 2 3 4 5 6 7 8 9 10 (increased choice scores low) (savings scores low) Total V 5 21. 03. 17 Total Score

Comments • Positives • Concerns V 5 21. 03. 17

Things to consider and/or questions to think about when using the tool. V 5 21. 03. 17 Scale of service change Impact of service change Scale of population affected Change to patient choice Variation in clinical consensus 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? Will this service impact on existing services? And if so by how much? What have been the learnings elsewhere of doing this? How many people will be impacted by this new service? Will the service increase or decrease the amount of patients? Will the service increase or decrease patient choice? Increased choice scores at the lower end of the scale. 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

Engagement approach menu of activities Tier 1 (36 and below) Appropriate survey (usually online) of specific interest or patient groups Tier 2 (37 to 63) Wider survey online and/or in person, including partner, provider or third sector organisations, and health champions as appropriate v 5 21. 03. 17 Tier 3 (above 64 ) 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 stakeholder groups – including providers third sector if appropriate 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. Health. Watch 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. Health. Watch, HOSC and Health and Wellbeing Board sighted on project