Future in mind Self Assessment Tool User Guide v2

Transcription

1 Future in mind Self Assessment Tool User Guide v2 This Self-Assessment Tool has been developed with support from the East Midlands Strategic Clinical Network Maternity & Children s and Mental Health network

2 Introduction These instructions have been provided for the use of the ADS Future in Mind Self Assessment Tool. These step by step instructions will aid you in completing your self assessment and getting the most out of the self assessment tool. If you have not used Excel before - Don t panic! This tool has been designed to be easy to use and hard to break.

3 Getting Started 1. Once you ve opened the excel document you will get a SECURITY WARNING banner across the top. 1 Click Enable Content on the banner. 2. Along the bottom of the document are individual tabs : Front Sheet Background info Self Assessment Readiness_Sort Task Rating_Sort Graphs 2 Click the tab marked Self Assessment

4 Self Assessment Overview 3. You are now on the Self Assessment sheet. This is the sheet where you will enter your readiness rating information. The recommendation statements are displayed in grey and white. 4 The grey statements are the individual top line numbered recommendations laid out at the end of each chapter within the Future in mind document. The statements in white are specific requirements relating to the recommendations that have been pulled from the chapters Along side each top line recommendation is clarification on whether Future in mind see these as recommendations that can be implemented now (current) or only with additional funding (future). 4. The cells that you are able to populate on this sheet are all marked in pale yellow (all other cells are protected). 3

5 Self Assessment 5. Enter your readiness rating against each recommendation (grey & white) by clicking in the cell alongside the recommendation. This will cause a small drop down arrow to appear alongside the chosen cell. 6. Click on the drop down arrow to show a list of choices for your readiness rating 1. Fully Implemented 2. Partially Implemented 3. Changes agreed by Not Started 4. Not Ready/ Anticipate Some Barriers to Change 5. Not At All Ready/ Anticipate Significant Barriers to Change 7. Click on the most appropriate rating for that recommendation. NB: The top line recommendation rating should reflect or be influenced by the ratings assigned for the sub recommendations. 8. Once a rating has been chosen the cell will populate and coloured based on the chosen rating

6 Self Assessment 9. Repeat the previous process for Complexity and chose an appropriate rating for how complex the recommendation would be to implement (e.g. changes that affect people and/or IT systems are typically more complex or difficult to implement, also think how many different elements are there to consider etc.) 9 Choose from: n/a (use this for Fully Implemented actions ) 1. Very Simple 2. Simple 3. Medium 4. Complex 5. Very Complex Repeat the previous process for Size and chose an appropriate rating for how big/small the task is and how much effort it will take to implement Choose from: n/a (use this for Fully Implemented actions ) 1. Very Small 2. Small 3. Medium 4. Large 5. Very Large

7 Self Assessment 11. Once all top level recommendations within a theme have been assigned a readiness rating, a Theme Readiness Rating is generated which is an average of all top line ratings within that theme. 12. At the bottom of each theme there is a section provided to add any key information and thoughts that will aid you in delivering against the recommendations NB: #N/A will be displayed in the Theme Readiness Rating cell until all top line recommendations have been assigned a readiness rating. 13

8 Self Assessment 14. At the bottom of the recommendations there is a Sort Data button. 15. Click on the Sort Data button once all recommendations have been assigned a Readiness Rating, Complexity and Size rating. This will run a background program that will sort the data and transpose it onto sheets marked Readiness_Sort and Task Rating_Sort.

9 Readiness Rating & Task Rating 16. As well as the original view of the recommendations that is still available on the Self Assessment sheet, the recommendations have now been sorted to so that the can also be viewed by either readiness rating or by task rating The task rating is complexity rating (1-5) multiplied by the size rating (1-5) so that the magnitude of tasks can be best determined. 17

10 Self Assessment Graphed 18. Once the Self Assessment data has been completed, there is a graphical representation of current readiness provided on the tab marked Graphs. 19. The pie chart show the Readiness Status as a percentage of all tasks so you can monitor your readiness as a whole The Radar chart shows the Theme Readiness Ratings for each theme on a single chart so you are able to gauge which areas are progressing best. 21. The bar chart show the readiness of each theme broken down by individual task rating so you are able to see the proportion of a theme that is fully implemented vs partially implemented etc.

11 Background Info & Updating Worksheet 21. The Background Info sheet is a reference sheet provided to link the recommendations listed at the end of each chapter within the Future in mind document with their associated paragraphs within the Future in mind document chapters. This is provided to add additional information where it may be required or useful. 22. Over time your readiness to implement the recommendations of the Future in mind document will change. To reflect these changes, simply alter the ratings on the Self Assessment sheet as required and click Sort Data to update all sheets. Remember to save excel document before closing to keep your changes