FFF Accreditation Level 2 My name is Claire

FFF Accreditation Level 2 My name is Claire Payne. I am a Financial Accountant at KMPT and was part of the team that pulled together our FFF applications. Brilliant care through brilliant people

Introduction A presentation to describe how and what we did to attain our FFF accreditation Level 2 within a matter of months Brilliant care through brilliant people

Structure of the presentation • I have 30 minutes to fill, so wish me luck. • Please ask questions as we go through the presentation, don’t wait until the end. • Hopefully there will also be time to answer any questions at the end should you require. Brilliant care through brilliant people

This is us: KMPT – music this is me Our current Finance team structure Brilliant care through brilliant people

This is us: KMPT – music - this is me • • Sheila is an experienced senior finance professional who has fulfilled a variety of roles during her career in the NHS. Sheila is a Chartered Management Accountant and has over fifteen years’ experience in NHS Providers. She was awarded HFMA Deputy Director of Finance of the Year 2016. Sheila graduated from the University of Sussex with a BA Honours Degree in Business Studies. Brilliant care through brilliant people Sheila Stenson – Executive Director of Finance

This is us: KMPT – music - this is me. A qualified accountant who has been working in the NHS for over 10 years. In her current role as Deputy Director of Finance, she is responsible for Financial Accounts, Financial Management, Procurement and Payroll. Our Trust has a keen Finance team, always willing to share information, benchmarking and best practice. A key driver in pushing the Finance department forward in the pursuance of excellence. Brilliant care through brilliant people Victoria French – Deputy Director of Finance

Brilliant care through brilliant people

Teamwork • I’m not going to tell any of you anything you don’t already know. • The key part of gaining the accreditation is embedding a positive culture of excellence. • I’d like to say that I’ve only been with the Trust a year and in that time we have achieved level 1 & 2 FFF accreditation and. . . • that ‘of course is down to me’! Brilliant care through brilliant people

Teamwork • Obviously – not the case. I have had the fortune to be able to join a very good team with aspirations to be great. • Taking a leaf out of the book from the Northern Trusts. – Quality performance is not down to being able to annotate a quality performance. For an accreditation it’s about ‘living the dream’. Brilliant care through brilliant people

Living the dream – music Lion King • Team meetings – we discussed applying for FFF. Stuart from Skills Development Network suggested that we should apply. • We got volunteers • Sheila and Victoria, set the scene – objectives / goals. ‘We can’t be the first in Kent, Surrey & Sussex but we can be the first to get to level 3 in Kent’ Brilliant care through brilliant people

Living the dream • We nominated a project lead. • We used the matrix to divide the tasks between the team. Brilliant care through brilliant people

Living the dream – Level 1 accreditation We used the proforma to give us the structure of what we needed to demonstrate. As we were collating evidence for level one it became apparent that we should be applying for level 2. Therefore we worked at holding all our evidence in central files that we could use in the future. Brilliant care through brilliant people

Level 1 completed • Level 1 FFF took a considerable time to prepare as we didn’t really know how to pitch it. • Once you actually get into the flow it becomes easier. • Approach it a little bit like an audit, it’s the evidence you need! Brilliant care through brilliant people

Level 2 – more evidence • • Teamwork – Embedded Culture – The Trust hosts Skills Development Network for Kent, Surrey and Sussex which the Do. F manages proactively. Our Do. F was also a member of the national Board for staff development. In particular the Aspiring Directors programme, sitting on the steering group to support the design of the national programme, as well as being an alumni herself. Brilliant care through brilliant people

Level 2 Continued Embedded Culture – • Trust wide culture workshops underpinning the values of the organisation. • The team understanding how they fit in to the bigger picture and how good processes support the infrastructure of financial management and control. Brilliant care through brilliant people

Level 2 continued Strive for excellence: • Successful Level 1 accreditation was driven by the Do. F and senior team, and further accreditation remains at the top of the Agenda of objectives in the Finance Department and is discussed at team meetings. Do not take your eye of the ball. • The Finance department have a competency framework designed by the DDo. F which is used as part of supervisions and the annual appraisal cycle. • This supports staff in identifying areas for development, as well as required progression for their next career move. Brilliant care through brilliant people

• • Level 2 Continued Training, coaching & mentoring. Training logs are maintained within the finance team and an annual review is undertaken against the competency framework. These values are embedded in what we do. The Trust encourages "Working With” days. The department encourages attendance at HFMA events and gives staff the ‘time’ to attend. Trust has received accreditation from AAT, ACCA & CIMA. All employees have opportunities to study for professional development. Brilliant care through brilliant people

Training, Coaching & mentoring continued. • Case studies include: • Assistant Management Accountant supported through ACCA qualification, now fully qualified Finance Business Partner. • AAT students supported & Coached. • Currently have existing team members studying, CIMA & AAT and recently enrolled one member to undertake CIMA via the apprenticeship route via BPP. (Exciting times). • The whole team was encouraged to attend the local branch HFMA conference of which 14 attended (out of 23). Brilliant care through brilliant people

Personal Development • • Invest in your workforce Regular 1: 1 supervisions Value based appraisals – annually. ‘Buddy appointed within first 6 months’ Supporting and helping with both flexible working and supporting any welfare or disability needs individuals may have. The Trust has a Work Placement Scheme in which it looks for work experience for ex-service users looking to return to work. We also use Insights profiling to understand our colleagues. Brilliant care through brilliant people

Personal Development • We embrace diversity at work • The Finance team delivers its equality by recruiting, supporting and retaining staff from all different cultures, backgrounds and orientation. Brilliant care through brilliant people

Proud to be part of a success story • There are Trust wide staff awards and it is common for members of the Finance Team to be nominated for awards • Over the past 3 years we have received, ‘Student of the Year’ and ‘Finance Team of the Year’ awards from our local HFMA branch. • During team meetings any notable successes – are recognised. Brilliant care through brilliant people

Proud to be part of a success story • • • As well as networking at events such as HMFA Conference the finance team also has representatives in the following networks: Financial Accounting & a member of HFMA Accounting and Standards Committee Costing Network Buddies Network for Mental Health Trusts Deputy DOFs Network Model Mental Health Trust Ambassador KMPT has the following accreditations: CIMA Premier Partner 1 -E 1 IZ 2 L ACCA approved employer programme 27506171 AAT Brilliant care through brilliant people

Proud to be part of a success story • Each year the structure of the team is reviewed as part of business planning, and key areas such as succession planning, upcoming retirements, training and competence are discussed. • There a significant number of team members who have formal and informal flexible working patterns to enable staff to maximise their work life balance. • There is collaborative working across the organisation between Clinical staff and finance, HR and other non clinical professionals. Brilliant care through brilliant people

Proud to be part of a success story • • • We produce KPIs on a monthly basis for all areas of Finance. Within the Board report we provide the single oversight framework and updated on statutory targets. A set of fully reconciled summary accounts and relevant supporting notes are produced for the organisation monthly and discussed in a range of forums. Income and Expenditure reports are produced monthly and presented in summary format at the Quality and Performance Review Meetings. A Business continuity plan is in place. This is currently under review due to the current economic potential changes incorporating the challenges presented by ‘Brexit’. The FFF toolkit - 4 strengths is linked to the competency framework. Brilliant care through brilliant people

Proud to be part of a success story • Finally: Get the basics right. Brilliant care through brilliant people

#KMPTProud Do you have any questions ? Brilliant care through brilliant people