Management Report Appendix number: 55 Appendix title: External Reference Group (ERG) of Healthier Together Assurance Report 1 th Date of paper: 11 February 2015 Subject: External Reference Group (ERG) of Healthier Together Report Decision / Opinion Required: Information Author of paper and contact details: Ken Griffiths and Cath Broderick on behalf of the External Reference group Purpose of paper: To report on the process of pre-consultation engagement from August 2012 through to the Public th Conversation in 2013 and formal consultation for the Healthier Together programme from 8 July 2014 to th th 30 September 2014 (responses received up to 24 October 2014) The item has been discussed previously at these meetings: th In draft form 17 December 2014 2 Title External Reference Group Report Author Cath Broderick and Ken Griffiths on behalf of the External Reference Group Version V4 Target Audience Healthier Together Committees in Common HTP Reference th Date Created 6 February 2015 Date of Issue 6th February 2015 Document Status (Draft/Final) Final Description File name and path S:\Transformation\SERVTRAN\HealthierTogether\Boards&Subgrps/ExternalReferenceGroup(E RG)/ERGreport/ERGHealthierTogetherfinalreportV4.Feb15.docx Document History: Date Vers ion Author 04/12/ 2014 V1 Cath Broderick/Ken Griffiths First draft circulated to ERG members for review and comment 10/12/ 2014 V2 Cath Broderick/Ken Griffiths Second draft incorporating feedback from ERG th members. Presented to CiC 17 December 2014 19/01/ 2015 V3 Cath Broderick/Ken Griffiths Third draft incorporating feedback from CiC and ERG members. 06/02/ 2015 V4 Cath Broderick/Ken Griffiths Fourth draft incorporating feedback from ERG members th including at ERG meeting on 26 January 2015. Approved by: Notes N/A 3 External Reference Group of Healthier Together Final Report to Committees in Common February 2015 4 Contents Page 1. Executive Summary 7 1.1 Background 7 1.2 The Key Questions 7 1.3 The External Reference Group 7 1.4 The evidence base 7 Our observations 8 1.5 Pre-consultation engagement 8 1.6 Interim engagement – the ‘Public Conversation’ 8 1.7 The Healthier Together consultation 8 1.8 The ERG, governance and decision-making 9 1.9 Our Conclusions 10 1.10 Our Recommendations 12 The External Reference Group of Healthier Together Report 16 Report Preface 17 2. Introduction and background 18 2.1 Safe and Sustainable and Healthier Together 18 2.1.1 Timing of the consultation 18 2.2 Challenges and scrutiny 19 2.3 The ERG, governance and external scrutiny 19 2.3.1 The evolution of the ERG 19 2.3.2 Purpose 20 2.3.3 Meetings and membership 20 2.4 The key questions 21 2.5 The evidence base 21 Our Observations 22 3. Pre-consultation communications and engagement 22 3.1 Policy and best practice 22 3.2 The Healthier Together approach 23 3.3 Criteria Development sessions 24 Observations 25 4. 25 Interim engagement – the ‘Public Conversation’ Observations 26 5. The Healthier Together consultation 27 5.1 The strong patient and public engagement test 27 Observations 28 5 5.2 Documents, materials, resources and events 30 Observations 30 6. The ERG, governance and decision-making 31 6.1 Updates and information 31 6.2 Single point of contact and feedback log 31 6.3 Support and communications 32 6.4 Roles and influence 32 Observations 32 7. Our Conclusions 34 7.1 Meeting good practice guidance and the ‘Strong patient and public engagement Test’ 34 7.2 Conclusions 34 8. Our Recommendations 37 9. Next steps 39 List of Appendices 40 6 External Reference Group of Healthier Together Final Report to Committees in Common February 2015 Executive Summary 7 1 Executive Summary 1.1 Background • • • • 1.2 The success or failure of NHS reconfiguration programmes depends on good communications and engagement. As a result stakeholders and the public want to be confident that best practice is used for the process of engagement and consultation and the way that proposals and options are developed. The Healthier Together programme recognised that governance structures and scrutiny were required to provide this perspective on the programme. This report covers the process of pre-consultation engagement from August 2012 through to the Public Conversation in 2013 and formal consultation for the Healthier Together programme from 8th July 2014 to 30th September 2014 (responses received up to 24th October 2014. This report is based on the deliberations and discussions of the External Reference Group (referred to in this report as the ERG) during its meetings together with feedback during production. The ERG has been known also by other names such as the External Assurance Group. The key questions This report is framed around four Key Questions that reflect the ERG’s role in scrutinising the processes and mechanisms to engage and communicate with local people about the case for change and in the consultation process. Questions about the engagement and consultation processes: • • • How effective was the pre consultation and conversation period process in terms of engagement and influence? Was the Healthier Together consultation open, transparent, equitable, and robust and did it meet good practice guidance? Did the Healthier Together consultation satisfy the four Reconfiguration Tests, specifically in relation to strengthened patient and public engagement? A question about the governance and scrutiny process for Healthier Together and the role and functioning of the ERG: • 1.3 How effective were the governance and decision making processes for Healthier Together? The External Reference Group This External Reference Group was set up to scrutinise and provide independent feedback on the communication and public engagement processes relating to Healthier Together to ensure that the public discussion was open, transparent, equitable and robust. This included publishing a final report to state whether they feel this had been achieved. 1.4 The evidence base 8 To ensure that the ERG deliberations, observations, conclusions and recommendations were informed by robust evidence the ERG members considered a range of evidence, both written and from direct reporting. Our observations The following observations are summarised from the more detailed text in the main report. 1.5 • • • • 1.6 Pre-consultation engagement Overall a range of activities were provided to support engagement and communications and many are those listed in good practice guidance. There were opportunities to build a wider range of innovative methods, including deliberative approaches such as Citizens’ Juries to provide more in depth exploration of issues. The number of opportunities to be involved were comparatively low in some areas, varied across the Greater Manchester area and the accuracy of recording of numbers and level of engagement has been challenged. Good practice guidance tells us that building on current activity and on the networks, contacts and skills of local voluntary and community organisations and local Healthwatch will achieve more comprehensive and enduring patient and public engagement that meets the Reconfiguration Tests measures. Interim engagement – the ‘Public Conversation’ By late 2013 it was realised that the interaction of primary care and integrated care on hospital proposals needed more discussion and it was decided to hold a period of conversations with the public. These took place between January and April 2014. • • • 1.7 Evidence to measure the effectiveness and impact of the conversations has been difficult to locate. These observations are based on five of the feedback reports and direct involvement in activities. Overall the approach to the conversations period was based in good practice in that it utilised local networks and the contacts and activities of CCGs, local authorities and the voluntary and community sector. Experience of delivery and impact is varied with different levels of activity, content of the conversations and method of reporting. Some of the content focused on Healthier Together but others were more concerned with local issues. The Healthier Together consultation The strong patient and public engagement test – reach and engagement • • • Guidance recommends the use of joint approaches with local authorities, local Healthwatch, voluntary groups and other organisations that have existing relationships with local communities. The stated approach of Healthier Together was to use the CCG networks and encourage joint working but results varied across Greater Manchester. Stronger central direction on the way that partners at a local level could be engaged and better communication about the approach and materials available for engagement would have brought more even engagement across the areas. There was a need to build early relationships at the pre-consultation stage. This has benefits for sustained and effective approaches to engagement in formal 9 • • • • consultation to ensure that the consultation met the requirements of the Strong patient and public engagement test. This relationship has been uneven and is due, in part, to organisational and personnel changes and also to changes in the focus and content of consultation. Overall the range of activity is comprehensive, uses most of the techniques outlined in the good practice guidance and there is a welcome emphasis on the use of digital and social media. However there are gaps in the type of engagement methods used and the impact and influence of others is unclear. The use of deliberative methods such as Citizens’ Juries, as in other stages of engagement, would have allowed more in depth exploration of the issues and engaged citizens in the debate. Healthier Together was aiming for 50,000 responses across Greater Manchester, based on previous similar consultations and the wider range of communication channels and techniques including social media that were to be used. The reported final total of individual responses via questionnaires submitted was some 23,616 (22,451 after validation). The total number of responses using all formats, including survey responses, written submissions and pledges was 29,347. More than 450 engagement events attracted over 23,500 people. However, there are no laws governing the minimum number of responses and the original aim may have been over ambitious. We comment later in Conclusions on the size of the response. As in many consultations, there was variability in the level of response with the strongest numbers coming from parts of Greater Manchester where communities felt directly affected by service change. Apart from social media and marketing approaches, more methods, including deliberative approaches, could have been used to obtain a balanced geographical spread of views. Documents, materials, resources and events • • • • • The consultation document was seen as too complex and there was some confusion about what was included. Language and descriptions are important and there needed to be more clarity, consistency and simplicity in the way services, redesign and change were described in the document. Information produced for the website was more accessible. We recognise that the development of options in a redesign of services is complex and difficult to explain. However proposals and options need to be clear and unambiguous to avoid triggering suspicion about content. Questions in the response form were often too complex with several questions conflating two issues resulting in confusion for the respondent and the danger of unclear responses. The key issues from our observation of Public Listening Events are: o lack of consistency in the delivery of information in presentations. o variation in format and style of events. o early meetings were often too long, lacking opportunities for genuine involvement of diverse groups. This improved as the presenters became more experienced and issues were raised with the central team. o variation in use of the video during the presentation was explained by clinicians not being aware of the need to use the video, forgetting to play it or not able to use the technology. 10 • 1.8 • • • • • • • • o many of the issues related to accessibility of venues and the environment being too large or too crowded. Overall, our view on whether the consultation and the methods for communication were open, transparent, equitable and robust reflects the variability of approach generally. We feel that many of the issues highlighted here were addressed during the consultation but more rigorous planning and training for the delivery of events and better preparation of materials with patients and the public would have addressed many of the criticisms regarding accessibility of documents and resources. The ERG, governance and decision-making The ‘confused landscape’ and lack of clarity on the need to work with both local Healthwatch, as a body with statutory functions, and with the ERG as a scrutiny body for engagement and communications in the Healthier Together consultation, had a significant impact on the development of defined roles and relationships. There needed to be a definition at an early stage of the distinction between the two groups and clarity about where roles and influence overlapped. In the event, the strong presence of Healthwatch on the ERG was a benefit as Healthwatch members formed the majority of the group and carried out a great deal of work at meetings, attending events and contributing to this report. Healthwatch needs to be recognised as a partner with statutory functions around the patient and public voice. There was a sense in the Healthier Together process that local Healthwatch was regarded as another ‘stakeholder’ in the same bracket as the voluntary and community sector. The administrative support to the ERG was helpful. However, it is clear that regular involvement of a member of the Healthier Together team improved communication and requests for information. ERG members have considerable skills, knowledge and experience and would have been able to contribute more to the development of materials and resources at an earlier stage if involved in a timely manner. We feel that had the ERG been involved in other areas earlier on then the end product would have been improved. Members were experienced in committee working, interpretation of information and contributing to complex issues however more support was needed for members in both information needs and ensuring that their skills were utilised effectively. Early development work was needed to ensure that the role and responsibilities of the ERG were clear. In future arrangements Terms of Reference, duties and relationships need to be understood and agreed by all parties and adhered to throughout the whole process. Support and development for members is important in enabling them to deliver the duties set out. The ability of the ERG to function effectively and fulfil all its duties from the pre consultation phase through the conversation period to formal consultation was significantly affected by lack of information and dedicated support. This was eventually recognised and a dialogue established on the needs of the group. With hindsight the feedback log could have been created earlier – even during the pre-consultation period. Better planning between the ERG and the Healthier Together team could have achieved this. 11 • • • 1.9 The ERG recognises that many of the issues raised regarding the delivery of the Public Listening Events were recognised and addressed during the consultation process, demonstrating flexibility and responsiveness from the Healthier Together team. We found the Healthier Together team generally responsive to our suggestions and to those of others of which we were aware. This included arranging additional events, amending presentations and answering queries that concerned us. The feedback log gives some examples of these. The identification of a named Associate Director as a single point of contact between the ERG and the central Healthier Together team was extremely helpful. Support for reflection on the ERG experience, in fulfilling its duties and delivering the ERG duties and report writing, was put in place and this has been welcomed. Our Conclusions It should be noted that all of the available guidance provides only broad pointers to effective engagement rather than specific measures to assess engagement and consultation. For example, Transforming participation in health and care states ‘There are many ways in which people might participate in health depending upon their personal circumstances and interest’. This guidance, and Planning and delivering service change for patients (NHSE, 2013) recommends that a range of opportunities for participation are provided, as not everyone will want, or be able, to participate in the same way. These conclusions draw together some key messages we want to emphasise; 1. Throughout the pre consultation, public conversation period and formal consultation evidence produced by the Healthier Together team would suggest that the range of engagement activity represents a fairly broad spectrum of involvement methods and opportunities with many of the methods listed in guidance. We feel that a great deal of effort and enthusiasm was demonstrated by the Healthier Together team but that this was sometimes fragmented and resources not always utilised effectively. Although we believe that early, better planning for engagement and consultation activities would have avoided some of the less effective methods and activities highlighted in this report, we want to recognise the flexible and responsive approach from the Healthier Together team and willingness to address plans and methodology with learning throughout the process. 2. Materials, events and information are better designed when the ‘audience’ for those resources are involved in design and testing. Healthier Together did not always take the opportunity to test methods and materials with patients, the public, communities, the voluntary sector, local Healthwatch and the ERG. • • • Work with the ERG and patients and the public would have extended the accessibility of the range of different formats for information and consultation. More co-production and user led activity with local people when designing the options, information and consultation materials would therefore have been beneficial. Better communication, partnership working and involvement across all agencies, including the voluntary sector, local Healthwatch and community/cultural groups when designing the options, information and consultation materials was required. 12 3. In any consultation when options name specific areas where service change is perceived to be greatest there will be a higher level of interest and response from local people and organisations. As a result the numbers interested and responding to the consultation were skewed towards those areas most affected by change. There is a need to understand what the population thinks about the proposed changes right across the region covered. The process could have addressed this imbalance by: • 4. Although Healthier Together reports inform us that the same range of methods was used across the area and that patients and the public had a similar experience in terms of engagement opportunities direct experience tells us that there was variation in terms of engagement and consultation across the Greater Manchester area. We feel that: • 5. There was a need to ensure that the opportunities to hear messages about Healthier Together at events were uniform and that people in different locations had the same experience of the consultation event. The Healthier Together Consultation Equalities Review (v 5.7) report informs us that specific activities were developed to reach diverse communities and groups with protected characteristics as suggested in Transforming participation in health and care. These activities often relied on meeting with existing groups and developing designated focus groups. • • • 6. Taking opportunities to develop deliberative methods such as Citizens’ Juries that would have allowed in depth exploration of the evidence and proposals. Methods that provided views from across the geographical area would have given even greater strength to feedback and avoided the inevitable focus on individual areas where the population felt that they would experience most change. Although more energy and innovation was used in those areas where interest and responses were low we believe that even more effort should have been made to engage with protected equality groups as well as other groups that are less likely to participate (in particular people aged 70 plus, children and young people, people with different beliefs and faith, and people from a wide range of ethnic backgrounds). In some areas, particularly those demonstrating the highest levels of deprivation, specific proactive approaches in partnership with local authorities, local Healthwatch, voluntary groups and other organisations with existing relationships with local communities would have brought benefits. In addition, more effort should have been made to engage with the ‘hospital services population’ which is different from the local population. This group includes regular users of services, Trust governors and members and those people involved in Trust engagement structures. This would have provided a more accurate idea of what would improve the patient experience for people using those services. It is difficult to assess whether the numbers quoted represent a significant achievement. We repeat that there is no target number or percentage of population 13 identified as a measure in any of the guidance above. The Healthier Together post consultation reports compare the response (via the consultation form) favourably against similar consultations such as Trafford. We are aware that early in the process, the Healthier Together team had stated an aim to achieve around 50,000 responses and if this was still the aim then the consultation response did not achieve that target but the total number received was still a significant response from questionnaires and other written formats. As highlighted earlier in this report, the number of responses targeted may have been over ambitious and in our view it is more important to develop targets, standards and objectives for successful engagement and consultation in conjunction with local and key stakeholders at the outset. In doing so, measurement of success would be more realistic and agreed by all involved. 7. There is no legal requirement or guidance that specifies the establishment of an External Reference Group to provide feedback and input regarding the engagement and communications process. However, it has been widely accepted as good practice and as part of the range of opportunities for participation and to shape the engagement process. We provide detailed comment in this report on the establishment of the ERG and the way we were informed and supported to deliver our remit. Our conclusion here is that there should have been more development at an early stage to define the remit of the group and better support and development throughout the process (as happened in the latter stages). 8. We find, therefore, that Healthier Together, evidenced in reports of the engagement and consultation process, across the pre consultation stage through to formal consultation partially met the requirements of good practice set out in guidance. However direct experience revealed that this was not uniform and this view must be qualified by the caveats identified in points 1 – 7. We want to emphasise that all of the available guidance provides only broad pointers to effective engagement, rather than specific measures to assess engagement and consultation. There are no Key Performance Indicators (KPIs) and there is no baseline of activity or required response rate expressed as a percentage of population in the affected area to use as a measure of success. Standards for engagement and consultation are meant to be developed on the basis of what is proportionate, based on the numbers affected. For example, a specialist service change will affect considerably fewer people than a wide spread change to primary care services. Standards would also address what is appropriate and works best locally, that is methods and approaches to meet the needs and lives of different communities. Our conclusions are therefore based on what we feel would have worked best across the Greater Manchester area. 1.10 Our Recommendations These recommendations should be taken into account for the development of future governance and decision-making processes, engagement and communication around the implementation of Healthier Together and any future engagement and consultation processes in Greater Manchester regarding service change and improvement. Project thinking 14 Think of the exercise as a project. This means for example: • • • • • Make the bounds of the proposal clear. Try not to change it, but if you do, make the change crystal clear and justify it. Get all parties involved and agreed at the outset. Agree standards and objectives for the engagement and consultation process with key stakeholders so that agreement regarding the measurement of success is achievable. Allow plenty of time for detailed planning. Communications with partners • • • • • • • • Use partner networks and build upon existing relationships. Think laterally to find new communications avenues and partners. Communicate with partners by two-way dialogue, not just by presentations. Define clear and agreed communications routes and methods. Ensure there is clarity about the way you want stakeholders to be involved and at what level. Be clear where the split lies between partners to avoid the ‘confused landscape’ between local Healthwatch, the ERG and voluntary and community organisations. Agree clear responsibilities and reporting methods with partners, especially when delegating tasks and events. Be clear with partners of expectations on both sides. Governance structures • • • • • • All the groups within a new structure, whether Oversight and Assurance or Task Teams, need to have clear, defined Terms of Reference from their inception. Terms of Reference and duties need to be understood by members of the groups. There is a development phase for each group and this needs to be supported from an early stage so that all members are able to contribute fully. Support and development should be provided by the Healthier Together team with appropriate external support and training as defined. Utilise the skills, experience and knowledge of members at all stages of the groups’ tasks. Define how the work of the group(s) will be used within the Healthier Together programme and decision making process. Define how the groups within the governance structure relate to the wider engagement landscape across Greater Manchester, for example Foundation Trust Governors and Members, local Healthwatch, CCG and local authority community engagement, participation and panels. Communications with public • • • • • Develop and test materials and resources for consultation and engagement with patients and the public. Put the arguments simply and on one sheet of paper. Get facts out early on and bust the myths. Make the objectives and benefits clear. Keep paperwork and web information simple. 15 • • • • • Relate these simply and clearly to the objectives. Create opportunities for genuine listening. Ensure responses are clear and well-publicised. Avoid any suggestions of secrecy such as ‘private’ sessions. If private sessions are used, explain why. Engagement methods and reach • • • • • • • • • • Engagement should be proportionate and appropriate. Communities, groups and individuals need to be involved in the way that suits them so methods should be designed to match needs and communication preferences. The use of deliberative methods for in depth exploration of the evidence and proposals gives even greater strength to feedback and befits the achievement of the objective to have a dialogue with Healthier Together, and to ‘create a movement’ for citizens to have a say in their health and care. Build a wider range of innovative methods. For example, in developing proposals and understanding the case for change, Citizens’ Juries are a wellevidenced method that can be used to explore public perceptions and build their recommendations into proposals. Build on local engagement and networks and utilise partnerships, build on current activity and the assets within local communities. Local community, voluntary, CCG and Healthwatch networks could have had a stronger role. Where all those sectors work together effectively numbers increase significantly and a wider range of methods can be used. Don’t just play the ‘numbers game’ but ensure that engagement is meaningful. Counting the number of people involved is useful in identifying the reach of consultation but some methods provide more valuable and well evidenced feedback even though numbers involved are lower. Agree a proportionate (numbers) and appropriate (methods) engagement strategy with key stakeholders so that success can be measured. Ensure that steps are taken to address variability in responses across the geographical area by using proactive approaches and balanced deliberative methods. Ensure there is learning from early engagement through to formal consultation. The impact of early engagement in pre-consultation needs to be seen in later approaches to engagement. Demonstrate how feedback from engagement at all stages has had an impact on the content and decision-making process. Thank people for taking part and give them feedback on their suggestions. Consider a telephone hotline and Frequently Asked Questions system. Public events Although in a consultation these are by no means the whole input, they are highly visible and can set the whole tone of the exercise. It is therefore vital to get them absolutely right and to be consistent and clear in approach. Here are just some areas to plan for: • Keep control of events yet allow true dialogue. 16 • • • • • • • • • • • Plan events in time and in detail. Make sure public events are publicised fully, correctly and with sufficient notice, both online and in print media. Use checklists for speakers and locations. Some people will use public events to complain, so allow for this in planning. Find audience-friendly locations. Rehearse events, considering using partners as a test audience. Train presenters in objection handling and dealing with difficult situations. Have a running order for events, with an MC/Chair to keep to it. Have a ‘Frequently-asked Question’ list, such as that in the Healthwatch Wigan Consultation response, and use it to brief the speakers. Build on this list as the project rolls out. Create a live web-based feedback area to share experiences. Administration of feedback Keeping control of the paperwork and electronic documents that are created in a project of this size is a prerequisite to its success. The following should be considered; • • • • Make sure feedback is preserved and accessible. Create a structured library/database of relevant documents. Have a named responsible archivist/administrator in charge of this library. Manage contact lists and mailing lists centrally. Follow-up actions Apart from the follow-up required by the project, here are some actions to consider: • • • • Create contact lists for further feedback or for future projects If not already planned, develop public feedback routes such as regular stakeholder meetings and events. Ensure that items that emerge from feedback and are capable of early resolution are followed up. Look for early wins in such feedback. The issues may have been raised because the public had no other opportunity to raise them. They may not need to wait for the full project delivery before they are solved, and they could support arguments for improving standards. 17 External Reference Group of Healthier Together Final Report to Committees in Common February 2015 18 19 The Report Preface By any measure, with a target population of around 2.8million people, tens of thousands of health professionals, and organisations from the health, local governments, voluntary and community sectors, the ambitions and challenges for Healthier Together were immense. The programme took place in a changing NHS landscape with Primary Care Trusts (PCTs) being replaced by Clinical Commissioning Groups (CCGs) during the lifetime of the pre consultation process. Organisations that would have a significant impact on Healthier Together and engagement such as Local Involvement Networks (LINks) in 2012 were replaced in 2013 by local Healthwatch organisations that largely mirrored Local Authority areas. Healthier Together was a huge project to create and to manage. It is not surprising that from time to time not everything went smoothly and dates slipped. In its feedback in this report, the External Reference Group (ERG) acknowledges these difficulties, yet wishes to put on record its observations of matters that could have been handled better. We will however note those things that went well and most of all we hope to deliver a report that is balanced, open and fair. The scope of our report This report is framed around four Key Questions that reflect the ERG’s role in scrutinising the processes and mechanisms to engage and communicate with local people about the case for change and in the consultation process. Questions about the engagement and consultation processes: • • • How effective was the pre consultation and conversation period process in terms of engagement and influence? Was the Healthier Together consultation open, transparent, equitable, and robust and did it meet good practice guidance? Did the Healthier Together consultation satisfy the four Reconfiguration Tests, specifically in relation to strengthened patient and public engagement? A question about the governance and scrutiny process for Healthier Together and the role and functioning of the ERG: • How effective were the governance and decision making processes for Healthier Together? Identifying and collecting information associated with the Healthier Together programme and requirement to write this report has presented difficulties for the ERG. There has sometimes been conflicting information between published claims and of personal experience of some members, but the ERG has not had the time and resource to investigate all of these systematically and fully, so we have tried to strike a balance, to draw attention to areas where availability of better information would have helped, and to make recommendations for better record-keeping in the future. The report has been compiled jointly by Cath Broderick, We Consult, and the Independent Chair, Ken Griffiths and is based on the deliberations and discussions of ERG members. Further 20 information regarding the engagement and communications processes for Healthier Together is drawn from the Greater Manchester Healthwatch and CCGs Learning Event October 2014 and the responses of Greater Manchester Healthwatch organisations as independent commentators on the conduct of the consultation. The draft report was considered by the Committees in Common (CiC) on 17th December 2014 and the final version of the report was considered at the CiC February meeting. This body is to be replaced by the Healthier Together Joint Committee of the Greater Manchester CCGs in the proposed revised governance structure. Comments from CiC members have been noted and further consideration was given to those comments by the report authors and ERG members. Following a review by ERG members, further revisions were made to the draft report. The final version will be considered for agreement at the ERG’s January meeting. The observations, conclusions and recommendations of the report should inform the development of the revised governance structure and new groups to deliver oversight and assurance for the decision making phase of Healthier Together. Our recommendations are based on learning from the whole process and experience of engagement and communication for Healthier Together. Most of all we want to contribute to the development of strong governance and engagement structures for the decision making stage of Healthier Together and beyond. We frequently refer to partnership and dialogue in this report. At a time when the governance regime is changing, we see this draft report as an opportunity to conduct a dialogue with respect to our findings. In the time we had available and with some information coming to us late in the day, we do not claim that this report is the final word. We may have misunderstood or omitted important information. We suggest that we use this draft as a basis for a dialogue and extend it to provide a better basis for the work of the ERG or its replacement in the future. 2 Introduction and background 2.1 Safe and Sustainable and Healthier Together Greater Manchester has a long history of ambitious and far-reaching engagement and consultation around the major reconfiguration of health and care services, for example Making it Better, covering changes to services for women, children and babies across Greater Manchester, and A New Health Deal for Trafford. With a population of around 2.8million Greater Manchester has some of the poorest health in the country and there is major variation in health outcomes. The size and diversity of communities across the area presents some significant challenges for understanding the issues affecting health and wellbeing, and in engaging with different sectors of the population. In 2012 the ‘Safe and Sustainable’ programme was initiated with the aim of improving standards for the safety and quality of health and care services in Greater Manchester. The vision was articulated with the phrase ‘for Greater Manchester to provide the best health and care in the country’. This was an ambitious aim. The project drew attention to changing needs, long-term conditions and rising demand. It demonstrated the local success of centralisation, for instance in stroke services. It drew attention to variation in practices and outcomes, and to the difficulty of improving quality against significant financial challenge. The conclusion was that whole system change was needed to do things differently and improve quality and outcomes. The need to work collectively was highlighted. 21 Public discussion was scheduled for the second half of 2012 and pre consultation commenced in August 2012, with a formal consultation scheduled for post-April 2013. During 2013 the project was renamed as Healthier Together, but the messages remained the same. 2.1.1 Timing of the consultation The timescales for Healthier Together to go out to full public consultation were repeatedly delayed. The programme was initially planned to go out to public consultation in the spring of 2013 (Nicola Onley report to NHS Greater Manchester October 2012), this slipped to ‘late 2013’ (Leila Williams report to GM Board in March 2013). Further plans were made to push back formal consultation to January 2014 but this transformed into a ‘conversation’ that took place between January – April 2014 with the explanation that there was a need to examine integrated care implications. Local and European elections in May 2014 further delayed plans and the eventual timing of the consultation was 8th July – the end of September 2014. Responses were accepted until 24th October 2014 to acknowledge the holiday period included in the original timescale. 2.2 Challenges and scrutiny There are many challenges when major change to health and care services is being considered. Reconfiguration of health and care often results in public concern, confusion about the drivers for change, political opposition, and controversy. Many programmes have faced significant difficulties in communicating the case for change and engaging meaningfully with the public and stakeholders. The success or failure of NHS reconfiguration programmes depends on good communications and engagement. As a result stakeholders and the public want to be confident that best practice is used for the process of engagement and consultation and the way that proposals and options are developed. Challenges to the process of developing proposals and the way consultation was conducted are often based on a number of issues: • • • • • the timing and level of meaningful engagement in the content and development of proposals from the start of the process through to decision making. the extent and manner of public engagement in reaching all communities of interest and place across the area affected by the programme. the timing of consultation or public events. the accessibility and accuracy of the materials and resources to support engagement and consultation in the programme the level of consideration given to the impact on equalities or protected groups. It is therefore, essential that NHS change programmes ensure that they have an external perspective from stakeholders and the public on not only communications and engagement but also the governance of the process for developing proposals and consultation. 22 The Healthier Together programme recognised that governance structures and scrutiny were required to provide this perspective on the programme. The way this was developed is described in this report together with observations on its rigour and effectiveness. This report explores the history and findings of the External Reference Group (ERG) for Healthier Together set up to scrutinise the processes and mechanisms to engage and communicate with local people about the case for change and in the consultation process. 2.3 The ERG, governance and external scrutiny The inception of governance structures and external scrutiny of the Healthier Together programme took place in a changing NHS landscape. In 2012 Local Involvement Networks (LINks) were bodies with statutory powers for patient and public involvement in the NHS and social care. By 2013 they had been replaced by local Healthwatch organisations that largely mirrored Local Authority areas. There are 10 local Healthwatch organisations operating in the 10 local authorities. In April 2013, Clinical Commissioning Groups (CCGs) and NHS England replaced the functions of the previous Primary Care Trusts and Strategic Health Authorities. The CCGs of Greater Manchester formed a body that became known as the Committees in Common (CiC), to meet the objective of working collectively. The CiC existed in shadow form for most of 2013 and became formal in January 2014. The Chair of the ERG was invited to sit on the CiC as a non-voting member. 2.3.1 The evolution of the ERG In July 2012 a group called the ‘External Assurance Group’ was set up by the Healthier Together programme to scrutinise and provide feedback on its communication and engagement processes. Its Terms of Reference are attached in Appendix A. These are in draft form but two current members of the ERG who also belonged to the External Assurance Group assure us that these were presented to and accepted by the group. However a written record of this cannot be traced. Unfortunately, absence of such written records has made it difficult to prepare parts of this report, and this is one example. These Terms of Reference refer to membership including a number of bodies such as representatives from LINks, local councils, carer organisations and the Voluntary and Community Sector. In spite of efforts to achieve this, the spread of membership was never as wide as intended. As LINks evolved into Healthwatch and the External Assurance Group became the ERG, Healthwatch members formed the majority of regular ERG meeting attendees and contributed greatly to its efforts, including work on this report. Returning to evolution of the ERG, on 8th November 2012 a meeting was held at the Mechanics Institute in Manchester to re-boost interest in and support for an External Reference Group. Around 20-30 attendees included several members of Greater Manchester LINks. There was support for an external scrutiny group for the engagement and communication process for the programme and it was agreed to progress with the ERG. 23 A public engagement called the ‘Big Conversation’ for Healthier Together had already started with events in Bury, Stockport, Manchester Centre, Wigan, Salford and Rochdale. Attendees included members of the public, representatives of patient groups, third sector representatives, LINks and CCGs. On 5th March 2013 the Clinical Strategy Board endorsed the future governance arrangements for the Healthier Together programme (the programme forerunner of the Committees in Common). The Board directed that Terms of Reference for the ERG should be drawn up (also shown in Appendix A). However, these Terms of Reference dated 4th June 2013 are in draft form and after investigation in 2014, we could not find a record of formal acceptance. Nor do any current members of the ERG recall this happening. Due to forthcoming governance legislation in 2014 it was decided to take a pragmatic approach and continue with the ERG operating in its current form and to confirm before the consultation launch in July 2014 that the ‘duties’ element of the Terms of Reference stood, allowing for organisational and legal changes. These duties are substantially the same in both documents in Appendix A. 2.3.2 Purpose This External Reference Group was set up to scrutinise and provide independent feedback on the communication and public engagement processes relating to Healthier Together to ensure that the public discussion was open, transparent, equitable and robust. This included publishing a final report to state whether they feel this had been achieved. 2.3.3 Meetings and membership The first meeting proper of the ERG was on 31st January 2013, with a presentation on Healthier Together, the case for change and an update on public engagement. About ten people attended, mostly from LINks. A briefing document from Healthier Together stated that ‘It is anticipated that options for change will go forward to formal consultation in Summer 2013’. It should be noted that in writing this report the evidence on the dates for the start of formal consultation has revealed conflicting start dates, ranging from Spring to Summer 2013. We will comment on this variation and confusion in our observations. Although meetings of the ERG were suggested for the forthcoming months, the next recorded meeting was on 19th June 2013 with eight attendees. The date for the consultation appeared to have slipped. The next ERG meeting was on 12th September 2013 when the communications and engagement plan was presented and the date for the launch of the consultation was stated as January 2014. ERG meetings then continued monthly with two extra meetings when the consultation actually started (July 2014) to plan observations of public events, and two extra meetings to plan production of this report. Members of LINks originally sat on the ERG and members of Healthwatch followed this example. Other members have been regular contributors to the work of the ERG, for 24 example local authority Councillors. The attendance by members including the chair ranged from six to twelve, averaging nine. A list of attendees at ERG meetings is provided at Appendix B. Some members attended only one or two meetings. The wider membership to include the voluntary sector is not reflected in the attendance. 2.4 The key questions In order to provide a framework for their deliberations ERG members identified a series of detailed questions at meetings on 5th and 12th November 2014. The questions have been used to inform the key questions considered by the ERG in formulating this report: How effective was the pre consultation and conversation period process in terms of engagement and influence? • • Identify how the feedback of pre consultation, stakeholder events and the conversation period shaped the content of the proposals and consultation document How effective were engagement methods used in pre consultation and were successful methods utilised in the formal consultation process? Was the Healthier Together consultation open, transparent, equitable, and robust and did it meet good practice guidance? • • • • • How accessible and clear were materials produced to support the public discussion? How effective were all engagement methods used in both informing and obtaining feedback from patients and the public? How was information about Healthier Together and the consultation communicated and how were the views and feedback achieved from people with protected characteristics? Did the engagement and communication processes satisfy statutory duties including the Duty to Involve and Consult and the legal definitions set out in the Health and Social Care Act 2012 Section S14Z and the Public Sector Equality Duty (Equality Act 2010) Did the engagement and consultation processes meet good and best practice guidance set out in o Transforming participation in health and care (NHSE 2013) supported by Real Involvement (DH 2008) o Planning and delivering service changes for patients (NHSE, 2013), and o The Cabinet Office Consultation Principles (2012) o The Gunning Principles (applicable to all public consultations since 2001) Did the Healthier Together consultation satisfy the four Reconfiguration Tests (often referred to by their earlier name of the Lansley Tests), specifically in relation to strengthened patient and public engagement? How effective were the governance and decision making processes for Healthier Together? • How influential were the ERG recommendations on process, accessibility, the approach to public events, resources and documents in the development of the consultation and during the consultation process? 25 • 2.5 Was the process for involving key stakeholders effective and robust throughout the pre consultation, conversation and formal consultation process? The evidence base To ensure that the ERG deliberations, observations, conclusions and recommendations were informed by robust evidence the ERG members considered a range of evidence, both written and from direct reporting. This included reports produced by the Healthier Together team pre and post consultation, responses from local Healthwatch to the consultation, feedback from CCGs and local Healthwatch from the Healthier Together Learning Event, and feedback from the experience of consultation: • • • • • • • • • Healthier Together Pre Consultation Business Case Appendix 9: Stakeholder and Public Engagement Record GM CCGs Healthier Together Local Conversation Engagement Feedback (identified Heywood/Middleton/Rochdale, Salford, Stockport, Oldham, Trafford reports) Healthier Together Post Consultation Reach and Engagement Report November 2014 Healthier Together Consultation Equalities Review Report 2014 Response to the Healthier Together Consultation, Healthwatch Wigan, October 2014 Feedback log on issues raised by ERG members re public events Analysis of observation reports of ERG members attending public events Report of key outcomes and actions, Greater Manchester Healthwatch and Clinical Commissioning Groups Learning Event 20th October 2014 Presentations, materials and resources used in the Healthier Together consultation Our observations This section of the report provides a short factual overview and description of the different stages of engagement and consultation, the governance process and the objectives of the Healthier Together programme. Each section is followed by the observations of the ERG underpinned by the Key Questions set out in Section 2.4. Sections 3 – 5 focus on the engagement and consultation process and Section 6 outlines our thoughts and experience of the Healthier Together governance structures and role and functioning of the ERG. 3 Pre Consultation communications and engagement 3.1 Policy and best practice The Health and Social Care Act 2012 sets out that the NHS has a duty to involve and consult people in decisions about their health care and when planning or changing commissioned health and care services. Key to effective engagement and consultation is the message that patients, public, staff should be engaged throughout the development of proposals from an early stage through to implementation. 26 Best practice guidance used to judge the range, quality, effectiveness and appropriateness of pre consultation engagement includes:     Transforming participation in health and care (NHSE 2013) supported by Real Involvement (DH 2008) Planning and delivering service change for patients (NHSE, 2013) The Cabinet Office Consultation Principles (2012) The Gunning Principles (applicable to all public consultations since 2001) The best practice guidance set out Transforming participation in health and care (NHSE 2013) supported by Real Involvement (DH 2008,) stresses that engagement should seek to build a continual and open dialogue, with opportunities to shape and contribute to proposals from the beginning of the process. Guidance recognises that services are better designed around the needs of patients, service users and carers when they are involved in the commissioning process. This guidance, and Planning and delivering service change for patients (NHSE, 2013) recommends that a range of opportunities for participation are provided, as not everyone will want, or will be able to, participate in the same way. A spectrum of opportunities and options for engagement, from giving information to seeking views and deliberating on issues collectively, should be provided at the pre consultation stage, not just in formal consultation. The guidance suggests that these could include: • • • • • • • • Online survey tools. Regular e-bulletins. Information posted locally in health settings and disseminated through local organisations. Using local authority newsletters. Dedicated events to enable discussion about proposals. Seeking views from the community at local events or venues, for example attending festivals, markets, schools, leisure centres or libraries. Building on current activity and the assets within local communities and collaborating to identify issues and find solutions together. Proactive work through local voluntary and community sector organisations including small grass roots organisations. Transforming participation in health and care (NHSE 2013) supported by Real Involvement (DH 2008) tells us that proactive work with patients and the public from the initial planning stage and reaching out to diverse communities needs to happen so that plans are genuinely influenced. Local Healthwatch is a key stakeholder and partner with a wide local network and knowledge of engagement methods. CCGs need to work closely with local Healthwatch to ensure that they reach and engage groups and communities. 3.2 The Healthier Together approach Throughout this report, and in assessing compliance with the guidance detailed in Section 3.1 above, the ERG has been reliant on the written evidence provided in the reports produced by the Healthier Together team pre and post consultation. To balance this we have also used direct feedback from those involved in engagement and consultation, particularly local Healthwatch. At the end of this section we comment on the differences between documented activity in reports and direct experience. 27 Evidence we used included Section 5 of Part 1 of the Pre-consultation Business Case that sets out the Healthier Together overview of engagement from August 2012, including patient and public engagement. Other evidence produced by the Healthier Together team includes Appendix 9 of the PCBC ‘Stakeholder and Public Engagement Record’ reporting from the Healthier Together perspective the details of the events held with output and how it was used, including key themes. This document expresses concerns that although there is statutory guidance around consultation, there is ‘little around pre consultation’. However, the same principles apply to pre consultation activity as for formal consultation and the ERG has used this guidance to underpin its deliberations. The Healthier Together report states that pre consultation engagement planning drew on ‘lessons learned from previous reconfiguration consultations, best practice guidance, Equality Act 2010 and NHS North West Assurance Framework’. The documents lists methods, approaches and channels used, including: • • • • • • • • • • • • Open public meetings. (14) Bespoke locality based focus groups. (28) Stakeholder briefing sessions. Conventional media channels. Social media engagement. Information sharing using newsletters and bulletins. Patient Panels established for Hospital and Out of Hospital work streams. (6 meetings) Independent scrutiny of the consultation process. A number of meetings specifically around transport and access were held between November 2012 and November 2013. Voluntary sector meetings and forums. Wider stakeholder meetings. Development of a ‘comprehensive’ stakeholder database. The report states that feedback was collected to inform the development of the Future Model of Care, the draft Primary Care Strategy and Community Based Care Standards. The section lists the key themes identified: • • • • • • • Communications. Transparency. Sustainability. Likelihood of delivery. Self care. Quality. Access. (to primary care and to emergency departments) It is reported that feedback was collected and used dynamically to influence plans at every stage. The information provided above and the claims made for the range and effectiveness of the engagement methods and their impact is taken directly from the Pre-consultation Business Case document. Our observations provide a more critical analysis from the 28 experience of the ERG members, local Healthwatch and others involved in the process. For example, as late as November 2013 the stakeholder database described still had contact details for local LINk organisations that had been abolished in April 2013 and held no contact information for local Healthwatch organisations. Local Healthwatch is recognised as ‘the independent consumer champion for both health and social care’. Healthwatch exists at local level to give citizens and communities a stronger voice to influence and change how services are provided within their locality. Their omission from the database brings doubt upon its strength. The Pre-consultation Business Case states that a monthly newsletter and a weekly ‘integrated care’ newsletter were produced. Local Healthwatch, as key stakeholders in the programme, report that they can find little evidence of these publications and express lack of confidence in their regularity. 3.3 Criteria Development Sessions Three independently facilitated events were held in September/October 2013 and were attended by ERG members. The audiences were large, covering a wide range of stakeholders. Criteria were developed in teams by attendees for input to the option development process. Weighting factors for the various criteria identified were arrived at by guided discussion. A follow-up session was held on 11 April 2014, again with a very large audience including ERG members. An update on the Healthier Together programme was given to the audience, including the options development process and use of the criteria. Their feedback on decisions made and those open to influence were sought and encouragement was given to remain engaged in the decision-making process. Concerns were collected on a ‘worry wall’ for further analysis. Themes included; • Access and transport. • Ensuring patient is at the centre. • Lack of mental health. • Staffing, resource and expertise issues. • The presentation of complex information and true involvement of the public. • Concerns over specialist sites and how they are decided. Observations The Healthier Together programme used the guidance current at the time of pre consultation in planning the process, for example Real Involvement and the Four Reconfiguration Tests. However, we have a number of observations regarding the implementation of the process based on direct involvement and the available reports of engagement activities: 1. The Healthier Together pre consultation phase provided a range of engagement activities that seem to use methods and approaches listed in best practice 29 guidance. However there are gaps in the range of opportunities; it is surprising that most of the methods were meetings and information giving based. It would have been useful to see wide scale survey methods underpinned by other qualitative approaches that built on local engagement with communities 2. The details produced in the Pre-consultation Business Case of methods and approaches to engage with individuals and communities has been challenged by local Healthwatch as the key stakeholders for patient and public involvement and by ERG members. For example, the accuracy of the Stakeholder Database and the regularity of newsletters are questioned. There was considerable variation in the level of activity across Greater Manchester 3. There were opportunities to build a wider range of innovative methods. For example, in developing proposals and understanding the case for change, Citizens’ Juries are a well-evidenced method that can be used to explore public perceptions and build their recommendations into proposals. There were opportunities to use focus groups and road shows more effectively and in larger numbers and build more meaningful and influential engagement 3. For a period covering over one year the number of opportunities to be engaged were comparatively low and there was variation in the geographical spread. For example, 28 bespoke focus groups in localities and with specific communities were held. In some areas, such as Oldham, only one focus group was held, with a maximum of four groups in some areas. There were 14 public meetings with 960 people involved and in some areas only one open public meeting 4. Recording of numbers and activity has been challenged, for example in Wigan no numbers were available for the attendance of the one public meeting. Two focus groups and three voluntary groups engaged are recorded but all of those groups have rejected this involvement and report that meetings were cancelled or missed. At this stage, and without further evidence, it is difficult to examine the statistics in more detail but we would question their validity and emphasise that accurate recording is important 5. The involvement of voluntary sector organisations and local Healthwatch is noted. However more comprehensive engagement could have been achieved if the considerable networks, contacts and skills of these key partners, together with the CCG engagement teams, had been used. Guidance tells us that the effective way to learn about local issues is to build on current activity and the assets within local communities. More proactive work through local voluntary and community sector organisations would have brought greater numbers into the pre consultation process and built a network and bank of organisations for engagement in the consultation phase. 4 Interim engagement – the ‘Public Conversation’ The launch of the consultation was changed from Spring or Summer 2013 (see our observations on conflicting dates) to the end of the year, but even this date had become doubtful by the Autumn. A main factor was the need to consider Primary Care change as a precursor to, or at least in tandem with, hospital change. Therefore a project that had 30 originally been driven by the need to improve hospital standards was extended to include Primary Care, with many implications of scope and complexity. In particular it repositioned Healthier Together as covering whole system health and social care reform, thus extending the span of a project that was already huge. The end-of-year launch was replaced by a ‘public conversation’ in January-April 2014 to prepare the way for a consultation later in 2014. This was to be delivered locally with a central message. A major workshop was held in Manchester Town Hall in association with AGMA on 18th November 2013, attended by communications and engagement leads from local authorities, CCGs, providers, voluntary organisations, transport organisation and many others. ERG members attended. The purpose of the workshop was to assist the localities in planning the conversation, and to understand the central resources available. These included a support pack and a framework for holding events. However, it was clear that delivery was to be by the localities recognising that different considerations applied to different localities. Thus there was scope for tailoring the material to each locality. Further meetings with communications leads on 12th December 2013 and 27th January 2014 built on these sessions, giving guidance in running the conversation. Observations 1. The rationale for the conversations was the differences between localities and this emerged in what happened in each one. This is evident in the final reports from the localities 2. Evidence from the conversations has been difficult to find. We have located five of the feedback reports from the Healthier Together files and they differ in size from a few pages to over a hundred, with copies of feedback forms from the events run. This would have given the Healthier Together team a vast amount of information, albeit in a somewhat mixed form. Therefore the exercise must be considered a success in informing the public and getting feedback. Rigorous recording of activity and feedback centrally so that it impacts on future proposals is vital 3. It is worth noting that some items of feedback were about issues that could have been resolved now, for example ‘operations cancelled because of unsterile equipment’. In our conclusions we will refer to the way that ‘current’ issues can be managed and built into local engagement and improvement activities 4. ERG members attended the meetings with communications and engagement leads and commented on the process. There was significant support to local engagement and communications teams from the Healthier Together team, but the lack of comprehensive early planning was evident. Responsibilities at a local level were somewhat unclear and some processes needed to be designed to cover feedback. The Healthier Together team took this into account and by the 27th January meeting a feedback form had been designed 5. The approach to the conversations period was based in good practice in that it utilised local networks and the contacts and activities of CCGs, local authorities and the voluntary and community sector. An example would be the Salford report that 31 demonstrates conversations across the geography and interests of the community utilising Community Committees, community occupational therapy groups, residents’ groups, Resource Centre staff and participants, learning disabilities groups and many other stakeholders 6. However, experience was mixed and the local Healthwatch network fed back that the content of the ‘conversations’ varied considerably, with some focusing heavily on Healthier Together and others more concerned with local issues and barely mentioning the Healthier Together programme 5 The Healthier Together consultation The Healthier Together team moved on to securing the necessary approvals, including from NHS England, to allow the public consultation to go ahead. The Healthier Together public consultation was finally launched on 8th July 2014. The consultation ended on 30th September 2014. The ERG had suggested that the date for the end of formal consultation should be extended and this had initially been rejected. However, there was a subsequent decision to accept responses until 24th October 2014 in recognition of the inclusion of August, a holiday period, in the timeframe. The objectives of the Healthier Together consultation are set out in the Post Consultation Report: Reach and Engagement, November 2014 as: 1. Improve local understanding about current provision of healthcare services across Greater Manchester 2. Generate awareness and understanding around the case for change for the redesign of the identified clinical services (A&E, Acute Medicine and General Surgery) 3. Work in partnership with CCGs and local authorities to provide opportunities for active, open dialogue allowing patients and the public to consult on the proposed changes to healthcare in Greater Manchester 4. Position the dialogue in the context of whole system reform; primary care, integrated care and hospital care 5. Create a movement in which Greater Manchester citizens are motivated to become involved with deciding what future services will look like Best practice guidance used to judge the range, quality, effectiveness and appropriateness of the Healthier Together public consultation engagement includes:      Transforming participation in health and care (NHSE 2013) supported by Real Involvement (DH 2008) Planning and delivering service changes for patients (NHSE, 2013) The Cabinet Office Consultation Principles (2012) The Gunning Principles (applicable to all public consultations since 2001) The Four Reconfiguration Tests (DH 2010) We also assess, from a patient and public perspective, whether the Healthier Together consultation achieved its objectives. 32 5.1 The strong patient and public engagement test – reach and engagement The Healthier Together Post Consultation Report: Reach and Engagement presented to the CiC in November 2014 summarises the ‘communications and engagement strategy’ and concludes that ‘the reach of the consultation was extensive’. The programme of consultation events was designed to be varied to engage with as wide a cross-section of the Greater Manchester population as possible and to appeal to different groups. The statistics and description of engagement and communications activity is provided in full in the document. However, it should be noted that following the three month consultation a total of 23,616 completed questionnaires were received by post and online, further validated to 22,451. There were 5,248 signatures on three petitions, 658 responses from a household survey and 894 ‘pledges’. More than 450 engagement events and activities were held in every district, attracting over 23,000 people. The range of engagement activity listed includes: • • • • • • • • • • • • • • • • • Public Listening Events. Healthier Together Question Time. The Feeling Event. Staff Listening Events. Staff drop-in sessions and open days. Transport events. Integrated Impact Assessment events – group sessions with protected characteristic representatives. Voluntary sector briefing. Visits to community venues, groups and activities. College engagement. On street public engagement. Quantitative research. Use of social media. PR, broadcast and print media engagement. Digital activity and e-bulletins. Key103 bus. The Best Care Ambassadors. The ERG was involved directly in monitoring the way that the Public Listening Events were conducted, their accessibility, consistency and effectiveness. ERG attended most of the 19 events held across Greater Manchester and surrounding areas and noted the attendance varied from one to over a hundred, the average attendance stated in the Healthier Together Reach and Engagement document being 55. The audiences were mostly white middle-aged to elderly. Audiences tended to be high in areas where the local hospital was a candidate for specialist status and low where there was no issue (or where previous consultations had been held and perhaps people were tired of the process). Most locations were good, but sometimes they were unsuitable because of size (often far too big) or poor location. Originally planned to be one per locality in Greater Manchester, they were extended to cover outlying areas and in some localities were duplicated according to demand. 33 In the early events some slides were too detailed and the presentations too long. Sometimes the questions from the floor took over the flow of the event to no-one’s benefit. However, the team took heed of the feedback and presentation time was reduced and control improved. This did not solve all the problems of negative audiences but it helped. Observations 1. Guidance recommends the use of joint approaches with local authorities, local Healthwatch, voluntary groups and other organisations that have existing relationships with local communities and have successfully worked together with local people in the past. There is evidence that Healthier Together aimed to use the CCG networks and encouraged joint working with voluntary and community sector organisations. The results varied across the Greater Manchester area and in many cases the role of local Healthwatch was vital in that they worked jointly with partners to develop stronger and more innovative engagement. However, it should be noted that it is not the role of local Healthwatch to conduct consultation on behalf of NHS organisations but they have significant knowledge of local communities and understand methods for engagement of populations. The approaches demonstrated differences and we heard feedback from CCGs and voluntary sector organisations involved in the Greater Manchester Healthwatch and CCGs Learning Event, October 2014, that there was a lack of communication about the approach and materials available to engage with local communities. A stronger central lead to the way that partners at a local level could use their personnel resources more effectively and create larger engagement teams would have been helpful. 2. The range of activity is fairly broad and the numbers quoted are quite strong although the aim was to achieve around 50,000 responses. There is a welcome emphasis on the use of digital and social media and this approach reflects the increasing use of those media to engage and give views. As emphasised elsewhere, the use of deliberative methods, such as Citizens’ Juries, for in depth exploration of the evidence and proposals would have given even greater strength to feedback and befitted the achievement of the objective to have a dialogue with Healthier Together, and to ‘create a movement’ for citizens to have a say in their health and care. 3. The use of Ambassadors was designed around this premise, although we feel there was a lack of clarity in their role and we are unsure what impact their recruitment and involvement had on the consultation. The aim was to recruit 1000 ambassadors, but we are told 425 were actually recruited. At the time of writing we have been unable to find out what they did to advance the programme. We would expect that their contact details are still available because they would seem to represent an extremely valuable resource in the future to build citizen engagement. 4. A voluntary sector briefing session is listed as part of the approach to engage with this sector in recognition of their vital role in consultation and to work collaboratively with Healthier Together to reach wider and more diverse groups, not normally engaged. 40 people attended from 36 organisations. We feel that more could have 34 been done to engage with the voluntary and community sector across Greater Manchester. 5. Part way through the consultation the Healthier Together team demonstrated flexibility and responsiveness in addressing the need to reach groups with protected characteristics who may not attend public events or use the wide range of activities available. 6. Even though public meetings were only part of the many channels of communicating with the public, they were nevertheless important because of their visibility. Perhaps the key factor we noted was their variability. It is clear that significant training and standardisation of approach is needed to provide consistent opportunities for patients and the public to be involved. 7. Healthier Together was aiming for 50,000 responses across Greater Manchester, based on previous similar consultations and the wider range of communication channels and techniques including social media that were to be used. The reported final total of individual responses via questionnaires submitted was some 23,616 (22,451 after validation). The total number of responses using all formats, including survey responses, written submissions and pledges was 29,347. More than 450 engagement events attracted over 23,500 people. However, there are no laws governing the minimum number of responses and the original aim may have been over ambitious. We comment later in Conclusions on the size of the response. 8. We want to emphasise the variability of the response from different areas of Greater Manchester. In any consultation interest is strongest in locations that feel directly affected by service change. Only three CCG areas had over 2000 responses, whereas in some areas responses were as low as 500. It is important to address that natural variability by undertaking proactive engagement with all communities. We are aware of the approach to use social media and marketing approaches to spread awareness however, other methods need to be deployed to obtain a balanced view. Deliberative methods recruiting people from across the whole geographical spread are one way to do this. 9. Building early relationships at a pre-consultation stage has benefits for sustained and effective approaches to engagement in formal consultation and meets the requirements of the Strengthened patient and public engagement test. This relationship has been uneven and is due in part to organisational and personnel changes and also to changes in the focus and content of consultation. 5.2 Documents, materials, resources & events The core vehicle for stakeholders, patients and the public to understand the case for change, current services and the vision for future health and care is the consultation document. This is supported by a range of resources and materials that interpret the messages for a wide range of audiences. For Healthier together this included the consultation document, leaflets, e-bulletins, advertisements in print and broadcast media, media articles and the presentations for public listening events. 35 Observations Feedback from local Healthwatch, those involved locally in events and from the ERG observation Listening Events results in a number of observations. 1. Concerns were expressed about the accessibility of the consultation document. It was seen as too complex and there was some confusion about what was included. For example, the vision for integrated and primary care reforms was described but did not form part of the formal consultation process. 2. Language and descriptions are important and there needs to be clarity, consistency and simplicity in the way services, reconfiguration and redesign of care are presented. Shifting use of terminology and changes to content of consultation did not always help understanding. The use of ‘speciality’, ‘specialisms’ and ‘specialised’ interchangeably caused much confusion with the public. 3. Local Healthwatch organisations across Greater Manchester had recognised that the consultation document needed to be more accessible and clear if members of the public were to be engaged. In response Healthwatch Oldham and Healthwatch Tameside produced a four-page briefing (Appendix F) that was adopted by most Greater Manchester Healthwatch organisations as an effective communication resource. The Healthier Together team also used the briefing. 4. Information produced for the website was more accessible in that the division between sections and areas under consideration were more obvious. 5. It is recognised that the development of options in a redesign of services consultation is complex and difficult to explain. Proposals, options and descriptions of services need to be clear and unambiguous or consultations can be challenged. The document provides a significant quantity of text to absorb before asking respondents to answer the question regarding the number of specialist hospitals. The complexity of text can trigger suspicion and more focus should be given to clarity of messages. For example, including Rochdale Hospital and Trafford General on the map in the consultation document did not help as it was only in the small print that it was mentioned that it was not included in the change programme. 6. The quality of the questions has been highlighted in that they often make statements that cannot be challenged or conflate two issues and ask for a yes/no answer. An example would be ‘We believe health and care services should be provided to a reliable, high standard every time for you and your family. This requires a change to the way services are currently provided. Do you agree or disagree that change is needed?’ If this question was used to elicit a claim that ‘75% back the proposals’ then there is a danger that this will be challenged. 7. ERG members attended most of the Public Listening Events and completed feedback forms. Some emerging themes included: • • • lack of consistency in the delivery of information in presentations. variation in format and style of events. early meetings were often too long, lacking opportunities for genuine involvement of diverse groups. This improved as the presenters became more experienced and issues were raised with the central team. 36 • • variation in use of the video during the presentation was explained by clinicians not being aware of the need to use the video, forgetting to play it or not able to use the technology. many of the issues related to accessibility of venues and the environment being too large or too crowded. Many of these issues were addressed during the consultation however rigorous planning and training for the delivery of events is vital, including development of skills in facilitation and communication training. 6 The ERG, governance and decision-making The Healthier Together programme recognised at an early stage that as part of the process there needed to be external assurance from a stakeholder, patient and public perspective. We have described the origins of the ERG and described the duties of the group. This section examines the way that the ERG influenced and monitored Healthier Together processes. We also look at the relationships and needs of the ERG within the governance structure. 6.1 Updates and information In order to fulfil our duties the ERG needed regular updates and information on the progress and content of pre consultation, Public Conversations and formal consultation. General updates were provided regarding the Healthier Together project, with special presentations including Transport, materials for the ‘locality conversations’ held in JanuaryApril 2014 and for the consultation itself in July-September 2014. We also received a presentation from ORS, the organisation that managed the consultation process. A representative from the Healthier Together team attended every regular monthly meeting. Also the Director of Service Transformation and the Programme Director of Healthier Together each attended two meetings at and around the consultation period. The ERG team was invited to the launch and was generally kept informed of or involved in most aspects of the consultation. Our views and observations were taken into consideration as the process developed. Early on we formally requested that the consultation period should be extended because of the Summer holidays, but this was not agreed to. However, we note that the response period at the end of the consultation was extended, which mitigated this somewhat. Members of the ERG requested information on occasions and there were sometimes delays in responding, with one clear example relating to transport taking around 6 months to be provided. Availability of reports and information from the pre consultation phase and Public Conversation period were difficult to find. 6.2 Single point of contact and the feedback log Two steps were taken soon after the launch to improve communications with the central team. These were, firstly, the identification of a named Associate Director as a single point of contact between the ERG and the central Healthier Together team and secondly, the creation of a dedicated website area for the ERG containing a feedback log. 37 These approaches were put in place to overcome a problem identified early on during the consultation that ERG members were reporting issues to various members of the central team with little feedback. This caused duplication and wasted effort, as well as uncertainty as to whether reported problems had been fixed. The steps that were taken solved these problems. They also helped to create a better working relationship between the ERG and the central team by achieving clarity of communication. The feedback log is included as Appendix E to this report. 6.3 Support and communications The ERG is very grateful for the administrative support from the Healthier Together (HT) team and in the later stages of consultation there was recognition of the need for consistent input from the Healthier Together programme team to ensure that the ERG could fulfil its duties. Indeed, communications were sometimes difficult due to personnel changes within the Healthier Together team and three different chairs of the ERG. The ERG members had a range of skills and experience and were keen to comment and contribute to developing parts of the programme. Although we were given copies of materials for the consultation, it was usually too late for us to supply meaningful comment. One exception to this however was the Consultation Document itself, which we were able to comment on in good time. Much has been said about the complexity and scope of the consultation document itself. Along with other stakeholders, we took part in its design. However, not everything we proposed was accepted, but that is probably inevitable when so many parties were involved with varying views. A smaller dedicated task force might have produced a better final product, but then stakeholders might have complained about lack of involvement. This is probably a situation when there is no ideal solution. Regarding marketing materials, we generally saw these as they came into use, so we had little opportunity to influence them. The same was true of the initial materials for public meetings. We believe that in this case we should have been involved in the preparation of these items, perhaps by taking part in dress rehearsals of presentations for public meetings. However, when the meetings started, we took part in debriefs and submitted suggestions for improvement and we found the central team responsive. 6.4 Roles and influence There are specific duties for the statutory patient and public engagement bodies in any engagement and consultation process around health and care services. At the start of the pre consultation period Local Involvement Networks (LINks) had this role replaced by local Healthwatch. In the early phase there was good engagement with LINks and the Healthier Together team initially attended meetings of Greater Manchester Healthwatch network as these bodies replaced LINks. However, at least one Healthwatch does not recall such an attendance, so these may have been sporadic. The situation became more unclear as the ERG met regularly. Invitations to individual local Healthwatch meetings to discuss Healthier Together were also missed, often at short notice. Quite generally, there seemed to be confusion regarding the way that the Healthier Together team related to local Healthwatch and the ERG, with a misunderstanding of the roles and influence of both bodies. 38 The remit and responsibilities of the group and governance structures seemed unclear at times. We have expressed concerns about the influence of both local Healthwatch and the ERG and the effectiveness of the governance structure. Later in the consultation responses to the issues raised have meant that relationships and understanding about influence of the ERG and Healthwatch have improved. Observations 1. The ‘confused landscape’ and lack of clarity on the need to work with both local Healthwatch as the statutory body and with the ERG as a scrutiny body for engagement and communications in the Healthier Together consultation resulted in a significant impact on the development of defined roles and relationships. There needed to be a definition at an early stage of the distinction between the two groups and clarity about where roles and influence overlapped. 2. Healthwatch needs to be recognised as a partner with statutory functions around the patient and public voice. There was a sense in the Healthier Together process that local Healthwatch was regarded as another ‘stakeholder’ in the same bracket as the voluntary and community sector. 3. The administrative support was helpful however it is clear that regular involvement of a member of the Healthier Together team improved communications and requests for information. 4. ERG members have considerable skills, knowledge and experience and would have been able to contribute more to the development of materials and resources at an earlier stage if involved in a timely manner. We feel that had the ERG been involved in other areas earlier on then the end product would have been improved. For instance, we suggested that we could act as a trial audience in rehearsals for the public event presentations for the consultation. However, the timing of the launch prevented this. As we note later the early public consultation meetings were not as good as they could have been and perhaps a dress rehearsal could have avoided this. This was an opportunity missed by the team. 5. Members were experienced in committee working, interpretation of information and contributing to complex issues however more support was needed for members in both information needs and ensuring that their skills were utilised effectively. 6. Early development work was needed to ensure that the role and responsibilities of the ERG were clear. In future arrangements Terms of Reference, duties and relationships need to be understood and agreed by all parties and adhered to throughout the whole process. Support and development for members is important in enabling them to deliver the duties set out. Management needs to ensure that members are prepared to commit to regular attendance and they are representative of a wide range of stakeholders. 7. The ability of the ERG to function effectively and fulfil all its duties from the pre consultation phase through the conversation period to formal consultation was significantly affected by lack of information and dedicated support. This was eventually recognised and a dialogue established on the needs of the group. 39 8. With hindsight the feedback log could have been created earlier – even during the pre-consultation period. Better planning between the ERG and the Healthier Together team could have achieved this. 9. The ERG recognises that many of the issues raised regarding the delivery of the Public Listening Events were recognised and addressed during the consultation process, demonstrating flexibility and responsiveness from the Healthier Together team. We found the Healthier Together team generally responsive to our suggestions and to those of others of which we were aware. This included arranging additional events, amending presentations and answering queries that concerned us. The feedback log gives some examples of these. The identification of a named Associate Director as a single point of contact between the ERG and the central Healthier Together team was extremely helpful. 10. 11. Support for reflection on the ERG experience in fulfilling its duties and delivering the ERG duties and report writing were put in place and this has been welcomed. 7 Our Conclusions Each section of the report concludes with our observations on the topic and issues explored. This section draws together points framed around the key questions, existing policy and good practice and underpinned by the available evidence. 7.1 Meeting good practice guidance and the ‘Strong Patient and Public Engagement’ Test We looked at the process of engagement from pre-consultation through to formal consultation and examined available documented evidence from the Healthier Together team’s reports. We also heard from local Healthwatch organisations across Greater Manchester and looked at their views on the engagement and consultation processes over the Healthier Together programme. In addition to discussions in the group sessions as part of the report planning process, the Chair of the ERG talked to Members of the ERG individually as part of the review of the draft report. Our observations provide detailed comment on the scope and effectiveness of engagement and consultation. In conclusion, the following is our view on whether the engagement and consultation process overall was in line with the best practice guidance set out in: • • • Transforming participation in health and care (NHSE 2013) supported by Real Involvement (DH 2008,) Planning and delivering service change for patients (NHSE, 2013) The ‘Strong patient and public engagement’ test of the Government’s Four Reconfiguration Tests as set out in the 2014/15 Mandate from the Government to NHS England 40 It should be noted that all of the available guidance provides only broad pointers to effective engagement rather than specific measures and therefore assessing whether the engagement and consultation process meets best practice is often subjective. For example, Transforming participation in health and care states ‘There are many ways in which people might participate in health depending upon their personal circumstances and interest’. This guidance, and Planning and delivering service change for patients (NHSE, 2013) recommends that a range of opportunities for participation are provided, as not everyone will want, or will be able to, participate in the same way. A spectrum of opportunities and options for engagement, from giving information to seeking views and deliberating on issues collectively, should be provided at the pre consultation stage, not just in formal consultation. Although a list of potential methods and options are suggested Transforming participation in health and care does not include a baseline of activity or required response rate expressed as a percentage of population in the affected area to use as a measure of success. Standards for engagement and consultation are meant to be developed based on what is appropriate and works best locally. The ‘Strong patient and public engagement’ Test informs commissioners that when planning to involve patients and the public they should think about ‘proportionality and appropriateness’ and points towards Transforming participation in health and care for further guidance on public participation. 7.2 Conclusions The discussions with individual members of the ERG reflect the range of perceptions on the effectiveness and scope of engagement and consultation: ‘Totally impressed, something different, not perfect but they had a good crack at it’ Lacked fitness for purpose, confusion re role of panels’ ‘Number of responses impressive, recommend fewer big events and more smaller targeted ones’ ‘Not all perfect, mixed’ ‘Consultation great, but concerned that what they want won’t be reflected in choice of specialist hospitals’ ‘Made great efforts and was better than previous consultations’ ‘Expected number of responses was 50,000, so is 23,000 significant?’ ‘Engagement was strengthened because overall lots of people attended meetings. However, attendance was patchy in different areas, in affected areas attendances were better because people were worried but, in spite of efforts by Healthier Together staff attendance was poor in some areas, ‘Process engendered parochialism….this was a regional thing but people were fighting their own corner’ This variation in experience underlines the observations throughout this report and underpins our conclusions. These conclusions draw together some key messages we want to emphasise. 41 1. Throughout the pre consultation, public conversation period and formal consultation evidence produced by the Healthier Together team would suggest that the range of engagement activity represents a fairly broad spectrum of involvement methods and opportunities with many of the methods listed in guidance. We feel that a great deal of effort and enthusiasm was demonstrated by the Healthier Together team but that this was sometimes fragmented and resources not always utilised effectively. Although we believe that early, better planning for engagement and consultation activities would have avoided some of the less effective methods and activities highlighted in this report, we want to recognise the flexible and responsive approach from the Healthier Together team and willingness to address plans and methodology with learning throughout the process. 2. Materials, events and information are better designed when the ‘audience’ for those resources are involved in design and testing. Healthier Together did not always take the opportunity to test methods and materials with patients, the public, communities, the voluntary sector, local Healthwatch and the ERG. • • • 3. Work with the ERG and patients and the public would have extended the accessibility of the range of different formats for information and consultation. More co-production and user led activity with local people when designing the options, information and consultation materials would therefore have been beneficial. Better communication, partnership working and involvement across all agencies, including the voluntary sector, local Healthwatch and community/cultural groups when designing the options, information and consultation materials was required. In any consultation when options name specific areas where service change is perceived to be greatest there will be a higher level of interest and response from local people and organisations. As a result the numbers interested and responding to the consultation were skewed towards those areas most affected by change. There is a need to understand what the population thinks about the proposed changes right across the region covered. The process could have addressed this imbalance by: • 4. Taking opportunities to develop deliberative methods such as Citizens’ Juries that would have allowed in depth exploration of the evidence and proposals. Methods that provided views from across the geographical area would have given even greater strength to feedback and avoided the inevitable focus on individual areas where the population felt that they would experience most change. Although Healthier Together reports inform us that the same range of methods was used across the area and that patients and the public had a similar experience in terms of engagement opportunities direct experience tells us that there was variation in terms of engagement and consultation across the Greater Manchester area. We feel that: 42 • 5. The Healthier Together Consultation Equalities Review (v 5.7) report informs us that specific activities were developed to reach diverse communities and groups with protected characteristics as suggested in Transforming participation in health and care. These activities often relied on meeting with existing groups and developing designated focus groups. • • • 6. There was a need to ensure that the opportunities to hear messages about Healthier Together at events were uniform and that people in different locations had the same experience of the consultation event. Although more energy and innovation was used in those areas where interest and responses were low we believe that even more effort should have been made to engage with protected equality groups as well as other groups that are less likely to participate (in particular people aged 70 plus, children and young people, people with different beliefs and faith, and people from a wide range of ethnic backgrounds). In some areas, particularly those demonstrating the highest levels of deprivation, specific proactive approaches in partnership with local authorities, local Healthwatch, voluntary groups and other organisations with existing relationships with local communities would have brought benefits. In addition, more effort should have been made to engage with the ‘hospital services population’ which is different from the local population. This group includes regular users of services, Trust governors and members and those people involved in Trust engagement structures. This would have provided a more accurate idea of what would improve the patient experience for people using those services. It is difficult to assess whether the numbers quoted represent a significant achievement. We repeat that there is no target number or percentage of population identified as a measure in any of the guidance above. The Healthier Together post consultation reports compare the response via the consultation form favourably against similar consultations such as Trafford. We are aware that early in the process the Healthier Together team had stated an aim to achieve around 50,000 responses and if this was still the aim then the consultation response did not achieve that target but the total number received was still a significant response from questionnaires and other written formats. As highlighted earlier in this report, the number of responses targeted may have been over ambitious and in our view it is more important to develop targets, standards and objectives for successful engagement and consultation in conjunction with local and key stakeholders at the outset. In doing so, measurement of success would be more realistic and agreed by all involved. 7. There is no legal requirement or guidance that specifies the establishment of an External Reference Group to provide feedback and input regarding the engagement and communications process. However, it has been widely accepted as good practice and as part of the range of opportunities for participation and to shape the engagement process. We provide detailed comment in this report on the establishment of the ERG and the way we were informed and supported to deliver our remit. Our conclusion here is that there should have been more development at 43 an early stage to define the remit of the group and better support and development throughout the process (as happened in the latter stages). We find, therefore, that Healthier Together, evidenced in reports of the engagement and consultation process, across the pre consultation stage through to formal consultation partially met the requirements of good practice set out in guidance. However direct experience revealed that this was not uniform and this view must be qualified by the caveats identified in points 1 – 7. 8. We want to emphasise that all of the available guidance provides only broad pointers to effective engagement rather than specific measures to assess engagement and consultation. There are no Key Performance Indicators (KPIs) and there is no baseline of activity or required response rate expressed as a percentage of population in the affected area to use as a measure of success. Standards for engagement and consultation are meant to be developed on the basis of what is proportionate based on the numbers affected. For example, a specialist service change will affect considerably fewer people than a wide spread change to primary care services. Standards would also address what is appropriate and works best locally, that is methods and approaches to meet the needs and lives of different communities. Our conclusions are therefore based on what we feel would have worked best across the Greater Manchester area. 8 Our Recommendations This section provides recommendations drawn from our observations and the conclusions from Section 7. These recommendations should be taken into account for the development of future governance and decision-making processes, engagement and communication around the implementation of Healthier Together and any future engagement and consultation processes in Greater Manchester regarding service change and improvement. Project thinking Think of the exercise as a project. This means for example: • • • Make the bounds of the proposal clear. Try not to change it, but if you do, make the change crystal clear and justify it. Get all parties involved and agreed at the outset. • Agree standards and objectives for the engagement and consultation process with key stakeholders so that agreement regarding the measurement of success is achievable. Allow plenty of time for detailed planning. • Communications with partners • • • • • Use partner networks and build upon existing relationships. Think laterally to find new communications avenues and partners. Communicate with partners by two-way dialogue, not just by presentations. Define clear and agreed communications routes and methods. Ensure there is clarity about the way you want stakeholders to be involved and at what level. 44 • • • Be clear where the split lies between partners to avoid the ‘confused landscape’ between local Healthwatch, the ERG and voluntary and community organisations. Agree clear responsibilities and reporting methods with partners, especially when delegating tasks and events. Be clear with partners of expectations on both sides. Governance structures • • • • • • All the groups within a new structure, whether Oversight and Assurance or Task Teams, need to have clear, defined Terms of Reference from their inception. Terms of Reference and duties need to be understood by members of the groups. There is a development phase for each group and this needs to be supported from an early stage so that all members are able to contribute fully. Support and development should be provided by the Healthier Together team with appropriate external support and training as defined. Utilise the skills, experience and knowledge of members at all stages of the groups’ tasks. Define how the work of the group(s) will be used within the Healthier Together programme and decision making process. Define how the groups within the governance structure relate to the wider engagement landscape across Greater Manchester, for example Foundation Trust Governors and Members, local Healthwatch, CCG and local authority community engagement, participation and panels. Communications with public • • • • • • • • • • Develop and test materials and resources for consultation and engagement with patients and the public. Put the arguments simply and on one sheet of paper. Get facts out early on and bust the myths. Make the objectives and benefits clear. Keep paperwork and web information simple. Relate these simply and clearly to the objectives. Create opportunities for genuine listening. Ensure responses are clear and well-publicised. Avoid any suggestions of secrecy such as ‘private’ sessions. If private sessions are used, explain why. Engagement methods and reach • • • • Engagement should be proportionate and appropriate. Communities, groups and individuals need to be involved in the way that suits them so methods should be designed to match needs and communication preferences. The use of deliberative methods for in depth exploration of the evidence and proposals gives even greater strength to feedback and befits the achievement of the objective to have a dialogue with Healthier Together, and to ‘create a movement’ for citizens to have a say in their health and care. Build a wider range of innovative methods. For example, in developing proposals and understanding the case for change, Citizens’ Juries are a well-evidenced method that can be used to explore public perceptions and build their recommendations into proposals. Build on local engagement and networks and utilise partnerships, build on current activity and the assets within local communities. Local community, voluntary, CCG and Healthwatch networks could have had a stronger role. Where all those sectors work together effectively numbers increase significantly and a wider range of methods can be 45 • • • • • • used. Don’t just play the ‘numbers game’ but ensure that engagement is meaningful. Counting the number of people involved is useful in identifying the reach of consultation but some methods provide more valuable and well evidenced feedback even though numbers involved are lower. Agree a proportionate (numbers) and appropriate (methods) engagement strategy with key stakeholders so that success can be measured. Ensure that steps are taken to address variability in responses across the geographical area by using proactive approaches and balanced deliberative methods. Ensure there is learning from early engagement through to formal consultation. The impact of early engagement in pre-consultation needs to be seen in later approaches to engagement . Demonstrate how feedback from engagement at all stages has had an impact on the content and decision-making process. Thank people for taking part and give them feedback on their suggestions. Consider a telephone hotline and Frequently Asked Questions system. Public events Although in a consultation these are by no means the whole input, they are highly visible and can set the whole tone of the exercise. It is therefore vital to get them absolutely right and to be consistent and clear in approach. Here are just some areas to plan for: • • • • • • • • • • • • Keep control of events yet allow true dialogue. Plan events in time and in detail. Make sure public events are publicised fully, correctly and with sufficient notice, both online and in print media. Use checklists for speakers and locations. Some people will use public events to complain, so allow for this in planning. Find audience-friendly locations. Rehearse events, considering using partners as a test audience. Train presenters in objection handling and dealing with difficult situations. Have a running order for events, with an MC/Chair to keep to it. Have a ‘Frequently-asked Question’ list such as that in the Heathwatch Wigan Consultation response, and use it to brief the speakers. Build on this list as the project rolls out. Create a live web-based feedback area to share experiences. Administration of feedback Keeping control of the paperwork and electronic documents that are created in a project of this size is a prerequisite to its success. The following should be considered. • • • • Make sure feedback is preserved and accessible. Create a structured library/database of relevant documents. Have a named responsible archivist/administrator in charge of this library. Manage contact lists and mailing lists centrally. Follow-up actions Apart from the follow-up required by the project, here are some actions to consider: • Create contact lists for further feedback or for future projects. 46 • • • 9 If not already planned, develop public feedback routes such as regular stakeholder meetings and events. Ensure that items that emerge from feedback and are capable of early resolution are followed up. Look for early wins in such feedback. The issues may have been raised because the public had no other opportunity to raise them. They may not need to wait for the full project delivery before they are solved, and they could support arguments for improving standards. Next steps The proposed future governance processes for Healthier Together decision making processes and beyond define a range of Oversight and Assurance, and Working/Task Teams where patient, carer and public involvement is required. The recommendations of this report should form the basis for the development of governance structures and the working methods for the new groups within the revised governance structure. Importantly the recommendations should form the basis for the approach to involvement of patients, carers, the public and representatives from local Healthwatch and the voluntary and community sector. The report is written as a working document as a basis for a dialogue to finish the tasks of the ERG including handover to the groups within the future governance structure. We look forward to concluding our work with the Healthier Together team. List of Appendices Appendix A Healthier Together ERG Terms of Reference 2012 and 2013 Appendix B Membership of the ERG Appendix C Healthier Together ERG list of observers Appendix D Analysis of ERG Public Listening Event observations Appendix E Feedback log Appendix F What is Healthier Together About? Healthwatch Tameside & Healthwatch Oldham 47 Appendix A Healthier Together External Assurance Group Draft – Terms of Reference Introduction The Greater Manchester Healthier Together Programme is led by NHS Greater Manchester on behalf of the 13 clinical commissioning groups across the conurbation. The Healthier Together engagement process will bring together clinicians, patients, local residents and community groups to influence options for new ways of providing health and care services. This engagement exercise has been launched to gather people’s views on what they believe “best care” looks like around 8 specific work streams, and to help them understand the clinical cases for change. This feedback will enable clinically driven proposals to be developed alongside patients/public views/experiences. The engagement will therefore seek people’s views on potential changes to the way local services are delivered, and the shift from hospital care to care in the community and care closer to home. The engagement phase will warm up local communities; provide them with information and opportunities to join the public discussion whilst ultimately informing the new stage of the process which potentially could be a formal 12 public consultation. The external assurance group NHS Greater Manchester recognises that the views of stakeholders and the public are paramount when planning health services and as a result, we are establishing a public reference group. This new group will scrutinise and provide independent feedback on the communication and public engagement processes relating to Healthier Together to ensure that the public discussion is open, transparent and robust. This will include publishing a final report to state whether they feel this has been achieved. Reporting The External Reference Group will report to the ?????????? The agenda and minutes of meetings will be agreed by the chair and circulated to all members for approval and ratification. Membership • Independent chair or representative • Representatives from NHS Greater Manchester Service Transformation Team (Comms and Engagement Specialist) • GM LINk representative 48 • • • • GM Councillor Carer representative Those who expressed an interest at patient panel event Representatives from voluntary and community sector Attendance at meetings Persons who are not members of the public reference group may attend at he invitation of the chair Servicing of meetings NHS Greater Manchester will provide administrative assistance to service and organise meetings. Duties (a) Pre-consultation and throughout the consultation process To oversee the processes and mechanisms implemented to engage and communicate with local people regarding the Healthier Together cases for change To attend the Healthier Together public discussion events as observers (on a rotational basis) to check that information provided to the public is understood and that all those attending know how to get involved in the public discussion To review materials produced to support the public discussion and provide feedback and suggestions to ensure all materials are clear and easy to understand and meets accessibility guidelines To provide feedback on draft publicity materials, as required, which may be used to publicise the consultation and public meetings To monitor the engagement/communication processes undertaken by NHS Greater Manchester and assess whether these have been open, transparent, equitable and robust, especially in relation to the Equality Act 2010, and Test 2 within the Reconfiguration Framework (b) Post engagement To provide assurance that the collection of intelligence from the public discussions has been gathered using a robust framework, and that subsequent reports to NHS Greater Manchester Board are accurate and reflective of activity To produce a report advising whether the engagement/communication processes have been open, transparent, equitable and robust, especially in relation to the Equality Act 2010 and forward to the NHS Greater Manchester Board 49 To advise on whether the results and feedback of the engagement process have been taken into account by NHS Greater Manchester Board as it develops the preferred options Version 1 13 July 2012 NC Title TERMS OF REFERENCE FOR THE HEALTHIER TOGETHER EXTERNAL REFERENCE GROUP (ERG) Author Nicola Onley Version 1.0 Target Audience Service Transformation Groups & Committees HTP Reference HTP-040 Date Created 25-Apr-13 Date of Issue 04-Jun-13 Document Status (Draft/Final) DRAFT Description The Clinical Strategy Board endorsed the future Governance arrangements for the th Healthier Together programme at its meeting on 5 March 2013. It directed that detailed Terms of Reference, including membership be drawn up. File name and path S:\Transformation\SERVTRAN\HealthierTogether\ProgMgmnt\Governance\20130531 ERG TOR Draft V10 Document History: Date Version Author Notes 13-Jul-12 0.1 N Onley Draft Terms of Reference created 10-Jan-13 0.2 M Derry Draft updated and reformatted 25-Jan-13 0.3 M Derry Membership list updated 25-Apr-13 0.4 N Onley Updated 31-May-13 0.5 S Livesey 04-Jun-13 1.0 Quorum arrangements included Issued to Steering Group for noting. Approved by: 50 51 THE HEALTHIER TOGETHER EXTERNAL REFERENCE GROUP (ERG) TERMS OF REFERENCE Introduction The Clinical Strategy Board endorsed the future Governance arrangements for the Healthier Together programme at its meeting on 5 March 2013. It directed that detailed Terms of Reference, including membership for all governance groups be drawn up. The Healthier Together Governance arrangements are shown diagrammatically at Annex A. Background The Greater Manchester Healthier Together programme is accountable to the 12 clinical commissioning groups across the conurbation. The Healthier Together engagement process will bring together clinicians, patients, local residents and community groups to influence options for new ways of providing health and care services. This engagement exercise has been launched to gather people’s views on what they believe ‘best care’ looks like around 4 specific work streams, and to help them understand the clinical cases for change. This feedback will enable clinically driven proposals to be developed alongside patients/public views/experiences. The engagement will therefore seek people’s views on potential changes to the way local services are delivered, and the shift from hospital care to care in the community and care closer to home. The engagement phase will warm up local communities; provide them with information and opportunities to join the public discussion whilst ultimately informing the next stage of the process which potentially could be a formal 12 public consultation. Purpose Healthier Together recognises that the views of stakeholders and the public are paramount when planning health services and as a result, we are establishing a public reference group. This new group will scrutinise and provide independent feedback on the communication and public engagement processes relating to Healthier Together to ensure that the public discussion is open, transparent, equitable and robust. This will include publishing a final report to state whether they feel this has been achieved. 52 Duties (a) Pre-consultation and throughout the consultation process To oversee the processes and mechanisms implemented to engage and communicate with local people regarding the Healthier Together cases for change. To attend the Healthier Together public discussion events as observers (on a rotational basis) to check that information provided to the public is understood and that all those attending know how get involved in the public discussion. To review materials produced to support the public discussion and provide feedback and suggestions to ensure all materials are clear and easy to understand and meets accessibility guidelines. To provide feedback on draft publicity materials, as required, which may be used to publicise the consultation and public meetings. To monitor the engagement/communication processes undertaken by Healthier Together and assess whether these have been open, transparent, equitable and robust, in relation to the Equality Act 2010, the Section S14Z, Health & Social Care Act 2012, and Andrew Lansley’s Four Reconfiguration Tests. (b) Post engagement To provide assurance that the collection of intelligence from the public discussions has been gathered using a robust framework, and that subsequent reports to the Healthier Together Steering Group are accurate and reflective of activity. To produce a report advising whether the engagement/communication processes have been open, transparent, equitable and robust. To advise on whether the results and feedback of the engagement process have been taken into account by Healthier Together Steering Group as it develops the preferred options. Accountability The External Reference Group will report to the Healthier Together Steering Group. The agenda and minutes of meetings will be agreed by the chair and circulated to all members for approval and ratification. Attendance at meetings Persons who are not members of the external reference group may attend at the invitation of the Chair. 53 Membership Membership of the ERG is set out below: MEMBERS Position Independent Chair Representatives from local Healthwatch organisations Representatives from Greater Manchester Councils Representatives from Greater Manchester Voluntary & Community Sector Organisations Representative from Greater Manchester Centre of Voluntary Organisation (GMCVO) Representatives from Healthier Together team (Communications & Engagement specialist) Carer Representative Patient / Service User Representative IN ATTENDANCE Provided by the Service Transformation Team Secretary Quorum Arrangements In order to constitute a quorum for any one meeting, a minimum of at least one member from each of the representative organisations must be present. Whilst the presence of a quorum is also sufficient to mandate any decision made at a meeting, every effort will be made to enable all members’ opinions to be taken in to account prior to a decision being made. The responsibility for deciding as to whether to refer a proposal to the full membership rests with the Chair of the meeting. 54 Proposed Healthier Together Governance Arrangements v10 Health and Social Care Reform Leadership Mechanisms across NHS and LA Organisations CCG Association Governing Group 12 GM Clinical Commissioning Groups GM Health & Wellbeing Board NCB – Area Team Central Manchester CCG GM Provider CEO Forum Joint Overview and Scrutiny Lead CCG Healthier Together Committee Health & Wellbeing Boards (AGM-CCG-HTC) Healthier Together Provider Reference Group Healthier Together Steering Group External Reference Group Finance and Estates Group Transport and Access Working Party IT Innovation Working Party Communications & Engagement Working Party Clinical Reference Group HR & Workforce Working Party Key: Accountable Delegated to Advisory Service Transformation ERG Group Meeting Dates – 2013 as at 4 Jun 2013 Date Time Location tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc tbc 56 Appendix B Attendees at ERG meetings The following people attended ERG meetings form June 2013 onwards. HW = Healthwatch Name Organisation Barbara Barlow Joyce Booth Cllr Stella Smith Cllr Joan Davies Dr Gary Young Jade Czuba Marilyn Murray Mike Lappin Neil Walbran Ann Day Ruth Walkden Rt Hon Sir Ian McCartney Dr Marian Corns Jack Firth Dave Nunns Saeed Anwar Kathryn Cheetham Peter Denton Prof Eileen Fairhurst Dr Ken Griffiths HW Bury and patient representative Stroke Association Councillor Bury Councillor Manchester Patient representative HW Oldham HW Trafford HW Stockport HW Manchester HW Trafford HW Wigan HW Wigan HW Rochdale HW Bolton HW Wigan HW Oldham HW Salford HW Tameside Independent Chair Independent Chair 57 Appendix C Observers at events The following people acted as observers at events. Most of these were public events organised by the central HT team, but also included are some staff events, public events organised by the local CCGs, Media Bus events, Integrated Impact Assessment events and Transport events HW = Healthwatch Name Organisation Barbara Barlow Stella Smith Joan Davies Gary Young Alan Watt Mike Lappin Helen Fairweather Ann Day Ruth Walkden Martin Broom Marian Corns Dave Nunns Clare Mayo Sir Ian McCartney Ken Griffiths HW Bury and patient representative Councillor Bury Councillor Manchester Patient representative HW Stockport HW Stockport HW Wigan HW Trafford HW Wigan HW Wigan HW Rochdale HW Wigan HW Salford HW Wigan Independent Chair In addition, Jack Firth, Sir Ian McCartney and Peter Denton sat on panels at public events. 58 Appendix D Event Observations Public meetings Even though public meetings were only part of the many channels of communicating with the public, they were nevertheless important because of their visibility. Our observations are therefore in Section 6.1 of the main text. We would add to this what might seem to be a minor point but one which gave a bad impression, namely a recurrent problem of the short video not being shown. This was not always due to equipment failure, but sometimes due to finger trouble or simply the presenter forgetting. Perhaps more rehearsal and a watchful MC might have helped. We attended a number of other types of event involving the public or stakeholders and add below our comments on these. Public debates (or Question Times) These were held towards the end of the consultation period. They seemed mostly to be an improved way of communicating with the public compared with the meetings. This may however be because by this stage the public had become more aware of the issues, and perhaps because they saw that different views were on display. There were twelve such events, with a stated attendance of 37 per event – less than the public meetings, possibly because they were held in the evening. ERG members were present at about half these events. The events differed greatly in style. In particular, one event in Manchester was more confrontational. Transport events A running theme in the public meetings was transport so nine events were held with stakeholder organisations to address these needs. This was more than originally planned, as the team responded to demands, for instance organising one in High Peak because of transport difficulties there. The stated average attendance was nineteen. ERG members attended a sample of these events. We noticed that frequently points would be raised which could be solved now. For instance it appears that hospital trusts have different policies towards assisting volunteer drivers to park while helping their patients to access the hospital. This theme of ‘why can’t it be done now’ recurred in various forms in many parts of the consultation. This should be picked up for the future, as it is often a way of illustrating the argument for raising standards. In this case an improved service to volunteer drivers would help to reduce transport issues and thereby potential barriers to change. 59 Because attendees were from knowledgeable stakeholders, the discussion at the events we saw was informed. However, because invitations were given only to stakeholder organisations, members of the public were excluded. Perhaps a way could have been thought of to avoid this, as it became an issue with some people. Integrated Impact Assessment Events Ten of these events were run with a stated attendance of 16 people per event. These were stakeholder events, with audiences recruited via CCGs and their networks. Attendance was promoted and managed thoroughly, using email reminders. The purpose was to evaluate the proposals on health outcomes for protected groups. They were conducted by consultants Mott MacDonald. The ERG attended a sample of these events.. The morning consisted of a half-hour version of the longer presentation at public meetings. It seemed to lose little of the impact by being briefer. The round tables would consider positive and negative impacts on the proposals, with charts on the wall with a summary of what had just been said – a useful addition which could be used at similar future events, as there was a lot to take in at the public meetings. In the afternoon there was a drop-in session for people who could not attend in the morning. Again, this is an example of what could be done in a future. The report on these events has not been issued at the time of writing. However we noticed once more that although the intention was to collect views on positive and negative aspects of the change, in the sessions we saw people found it difficult to do this and fed back things which were wrong now, a recurring theme in many of the public communications events. Key 103 Media Bus This bus travelled to about ten locations – more than originally planned. We attended four of these. They seemed to be very successful in reaching members of the public which meetings would not attract. For instance, the bus at Ashton Market on a fine market day must have been noticed by hundreds of people – young families taking a day out during the school holidays, people having a break from work, and so on - an age group which public meetings might not reach. People sat on benches completing the consultation document, and the four Key 103 staff and two HT team members held almost continuous conversations with the public. Interestingly, some people had heard about the bus via social media on the day. It is very difficult to assess the total impact of social media on the consultation, but this seems to be a good illustration of how it can help to reach a younger age group. A useful product of the media bus events was the recruitment of Ambassadors (see Section 5.1). Many ambassadors were recruited due to the younger nature of the members of the public who attended these events. However, we feel there was a lack of clarity in their role and we are unsure what impact their recruitment and 60 involvement had on the consultation. The aim was to recruit 1000 ambassadors, but we are told 425 were actually recruited. At the time of writing we have been unable to find out what they did to advance the programme. We would expect that their contact details are still available because they would seem to represent an extremely valuable resource in the future to build citizen engagement. Overall reach Apart from events run centrally, many more were organised by local CCGs, Healthwatch and third sector partners, using material provided by the central team. We attended a sample of these but information was sometimes hard to find out. Also a free concert was held in conjunction with Key 103 attracting a mainly young audience of 280 people and over 160 consultation documents were completed. In addition, opportunities were taken of having a presence at non-HT organised events such as an Open Day at Wythenshawe Civic Centre (suggested by a local trust governor via the ERG and quickly responded to by the central team). Halfway through the consultation an audit was taken of hard-to-reach communities, and steps taken to fill the gaps. This is described fully in a very detailed Equalities Report mentioned elsewhere in this report. It seems to us that a variety of opportunities were taken via a number of different channels to reach different people in as many ways as possible. 61 Appendix E ERG Feedback Form Last updated: 23/10/14 ID Date [dd/mm/yy] Feedback/Query [Please detail in full] Raised Responder By [HT Team] [ERG membe r] Outcome 1 14/08/14 Ann Day G Batchelor 2 14/08/14 Need another public event in Trafford South, possibly evening. Numbers reported at public event included staff of local Trust. Barbara Barlow J Parsons 3 14/08/14 Joan Davies J Parsons 6 18/08/14 White text on pale background colours makes slides hard to read. Need list of transport events with locations and dates A Trafford evening event is being planned Closed for the 24th September, 6-8pm at the Waterside Arts Centre in Sale – it is being led by the CCG. We will report all members of the public Closed who attend our public events. This will include members of hospital staff who wish to attend a public event and find out about how the proposals will affect them. However we would not intentionally count members of Trust staff who have been invited to the event by Healthier Together to present or answer questions. All our slide presentations were updated on Closed 13 August following this feedback at a previous event. Jack Firth J Parsons This list has gone out by email this week from Margery Berezowsky-Wilson. Status [Open/Closed ] Closed 62 ID Date Feedback/Query Raised [dd/mm/yy] [Please detail in full] By Responder [HT Team] Outcome Status [Open/Closed] 7 18/08/14 There should be more creative thinking about transport solutions other than bus, tram etc Barbara Barlow J Parsons Closed. 8 01/09/14 Barbara Barlow J Parsons 9 01/09/14 At the ERG meeting last Thursday, Barbara Barlow raised the issue of holding a transport event at Bury, as mentioned before. She was very strong on the need for this as transport out of the Bury area is not good, and in particular it is difficult to get to the Chadderton event. Please can an event be run actually in Bury? Regarding Transport: In the Rochdale area there was to be only one event and that Our Transport events have been designed specifically with this purpose in mind. They are stakeholder-only events being run in conjunction with GMCVO, with the specific purpose of thinking creatively and generating solutions for the transport and access issues which have been raised by the public throughout the consultation. The Bury Transport event was held on Tuesday 21 October 2014. Feedback from this meeting will be reviewed by ORS alongside other meeting notes. Marian Corns J Parsons The transport event in Middleton was held on the 4th September. Following this meeting this was discussed with the CCG but it was not felt necessary to hold further Closed Closed 63 was in Middleton. Rochdale Borough is widely spread out and has different issues in each of the four different Townships within the Borough. There needs to be well publicised events in Rochdale centre, Heywood, Middleton centre (e.g. the Arena and not outside the town centre) and maybe two in the Pennines area - e.g. Littleborough and Milnrow. transport events in the area, in addition to the public events that had already been held in the region by the CCG and the central team – see below: CCG-led Events • Public Event, Butterworth Hall, • Milnrow Public Event, Heywood Civic Centre • Informal Engagement at Desmesne Community Centre, • Middleton Public listening event at Wardleworth Womens centre • Public Event, Recovery Republic Heywood Centrally organised events • KEY 103 bus, Morrisons supermarket, Heywood • Public listening event, Rochdale Masonic Hall • Transport event, Middleton 64 10 04/09/14 Regarding the event held in Heywood yesterday – was it a Healthier Together event, and if so how was it publicised? (there was some feedback at the event that people were given short notice) Ken Griffiths J Parsons • Health Impact Assessment Event, Rochdale • Healthier Together Question time, Middleton Arena • Hurstead Nursing Home Rochdale I can confirm that this was a CCG-led event rather than a centrally organised one. The CCG have come back to us and confirmed that they did three press releases which started in early August. These went in the Rochdale Observer, Middleton Guardian, Rochdale Online and Heywood Advertiser. The Event was also advertised in a regular ‘Health Page’ which is included on a monthly basis in all three of the above papers. Closed The event has also been on the CCG’s website and advertised via Twitter. 11 04/09/14 What is Healthier Dave Together doing to Nunns target groups such as BME / Disabled / LGBT? Mell Patterson Mellanie Patterson is drafting an Equalities Report (similar to the report prepared by Imogen Blood for the Trafford Consultation). Closed 65 This sets out, for each protected group: • whether that group is likely to be particularly impacted by the changes; • barriers to participation by that group; • mitigating action and targeted activity that has been taken to include that group, and • whether mitigating action has been successful (i.e. has the response rate been representative). Where gaps have been identified in the report (for example, if the response rate from Muslim groups was lower than expected), the team has taken action. For example, Healthier Together attended two Mosques on the 19th of September and a Hindu member of the team contacted and met with every Hindu temple in Greater Manchester (there has also been additional activity around disabilities groups, for example). 66 12 18//09/14 ERG observer Dave Ken Nunns reported by Griffiths Twitter on the Wigan public debate on 16 Sept. This drew two immediate tweets from people who could not make the event, saying the immediate info was the next best thing to being there. This suggests that more similar use could be made of Twitter. This could include informing the public with headlines as the post-consultation work gets under way, as well as putting reports on the website. Twitter is much more immediate and digestible and both have their place in keeping the public informed. Jen Parsons I sent a note out to the team with this feedback. Closed 67 13 25/09/14 Marian Corns reported that a number of comments had been made by the public at a recent event, questioning why the Royal Oldham Hospital had been designated as a specialist site in Healthier Together proposals despite its less than favourable reputation Marian Corns Jen Parsons It was noted in the meeting that the reason for the Royal Oldham Hospital being designated in proposals as a Specialist Hospital, is so that the Public Transport travel standard of 75 minutes could be met in the North East region of Greater Manchester. The hospitals surrounding the Royal Oldham that are within the scope of Healthier Together have been put forward as General Hospitals by their respective CCGs in the proposals. These are Tameside General; Fairfield General, Bury; and North Manchester General. Closed 68 Appendix F What is the Healthier Together consultation about? Healthier Together is an NHS initiative across Greater Manchester. It covers all of the 10 Greater Manchester Council areas. It will also affect people who live close to Greater Manchester and use hospitals in the area – for example people from the Glossop area. Healthier Together aims to make sure that people in the area get ‘best care’. It is looking at how the care we are offered can be improved for everyone. It is also looking at how the care we receive can make the best use of tax payers’ money. Why do they say we need to do this? The Healthier Together team has spent the last two years researching the care we get now and what the future needs of Greater Manchester’s population are likely to be. Their research suggests that things can’t stay as they are because: • The standards of care are very different in different hospitals and at different times. The chances of recovering well from a major operation vary between different hospitals, different types of operations and different times of day/days of the week. • On average, people die younger in Greater Manchester than they do in some other areas of the country. In both Tameside and Oldham people die younger than the national average. In both boroughs, the average life expectancy varies by more than 10 years between different communities. • Even though people don’t live as long in Greater Manchester as in other areas, they are still living longer than they used to when the NHS was set up. Many people have long term illnesses which they wouldn’t have survived with 30 or 40 years ago. The NHS care and other support they receive has made this possible. This means that more people need to use services than ever before. • The choices people make about how they live their lives can also affect their health and this can mean more people need to access NHS services. Smoking, diet, alcohol consumption and (lack of) exercise all have an impact on our health. • The world we live in has changed. We now take it for granted that we can do shopping 7 days a week and we can access information 24 hours a day via the Internet – information that most of us never even knew existed 20 years ago! This means that, as a population, the times that we expect to be able to access services have changed. Even though all these things have changed, it’s extremely unlikely that there will be any extra money to meet the increasing demands on NHS and other care services. Healthier Together has developed some ideas about what needs to change and how this can be done. These fall into three main areas: 1. Changes in primary care 2. Joining up care 3. Changing hospital services These are looked at in more detail on the following pages. 69 Changes in primary care Primary care is the term used to describe NHS care that is your normal first step in getting treatment. It includes services like: • GP Surgeries • Primary Care ‘walk in’ centres • Out of hours GP services • NHS dentists • Pharmacists • Optometrists At the heart of the Healthier Together plans is the idea that many people who go to hospitals for their care could be treated just as well (or even better) in a primary care setting that is closer to their home. They have three aims for how primary care will be provided: 1. By the end of 2015, everyone who needs medical help will have ‘same day access’ to primary care services, seven days a week. 2. By the end of 2015, people with long term, complex or multiple illnesses will be cared for in the community where possible. 3. Community based care will be joined up between the different organisations involved. There will be shared electronic care records and patients will have access to these. They also say that people will be able to see how well their local GP practice performs, compared with local and national standards. Joining up care This is sometimes called ‘integration’. It means that NHS organisations, social services and other organisations that provide care and support will work more closely together. Healthier Together say this is about: • Different health and care services in an area working together. • People having access to services close to home – for example so they can have a check up at a local clinic instead of going to a hospital. • Services that people receive outside of a hospital setting – e.g. district nursing and home care. There are no definite proposals in the consultation. This is because services are different in different parts of Greater Manchester. For example Oldham and Tameside have different organisations providing care for their residents. Local consultations should be held in the future to help you to have your say in how this is done in your area. Some general aims have been agreed across Greater Manchester and these are: 1. To prevent people from becoming ill and to make sure that people have quick access to services when they do need them. 2. To help people to look after their own health and to care for themselves at home where possible. 3. To create a single point of contact so that when people need help they only have to contact one organisation and give their information once. 4. To have local teams that work together to give people the care they need – working across organisations. 5. To make sure that children who have long term health conditions have better access to local support so they don’t need to go to hospital as often. If you have heard of ‘Care Together’ or the ‘Better Care Fund’ these are about integration of services but are not part of the Healthier Together consultation. 70 Changing hospital services The biggest part of this consultation is about hospital services. It’s really important to understand that this isn’t about every service that’s provided in your hospital. The proposals are limited to: • Accident and Emergency – this is also sometimes called emergency care. This is about the NHS care you need urgently or in an emergency and which cannot be provided by your GP, primary care walk in centre, out of hours GP service or local pharmacy. • Acute Medicine. This is the care people get when they are unwell enough to need to be in hospital but are unlikely to need an operation. Examples of this would include someone with pneumonia, a urine infection, etc. • General surgery. Although this sounds like it covers a lot of things it’s mainly concerned with the abdomen. It includes planned and emergency operations on the abdomen and the assessment of abdominal pain. It does NOT include anything to do with bones, breathing, blood circulation, women’s health, etc. Any other services that your local hospital provides (e.g. maternity, heart, mental health, orthopaedics, vascular, etc.) are not included directly in the Healthier Together hospital proposals. Healthier Together is proposing something they call a single service model this is based on two principles: 1. Hospitals can work together to make sure that the most experienced staff can provide best quality care across Greater Manchester. 2. There will be two types of hospitals providing A&E, acute medicine and general surgery services. These will be General Hospitals and Specialist Hospitals. General Hospitals will all provide A&E, acute medicine and general surgery services. For many people this will still be the hospital they go to if they need to use one of these services. General hospitals will work in partnership with specialist hospitals and senior doctors and nurses from their specialist hospital will spend part of their time working in the general hospital. Specialist Hospitals will provide all the services that general hospitals provide. They will also deal with more complex and serious cases. This means that sometimes a patient will be treated in a specialist hospital instead of the general hospital which may be closer to their home. This is because Healthier Together has evidence that survival rates and the changes of a good recovery from the most serious cases are much better where all the specialist skills and facilities are located together. Some patients may be transferred between their general hospital and the specialist hospital that it is partnered with. For example they may have major surgery in a specialist hospital and be transferred to their local general hospital when they have recovered a bit but aren’t yet well enough to go home. One of the reasons Healthier Together is proposing that we have this system is because there are not enough trained senior doctors and nurses to make every hospital in Greater Manchester do what the specialist hospitals will do. We know that recruiting enough highly qualified and experienced doctors and nurses has been difficult for several years and the number of middle grade and junior staff coming through the system means this is unlikely to change in the coming years. Healthier Together proposes that standards of care will improve in all hospitals – whether they are specialist hospitals or general hospitals. 71 Healthier Together has looked at our existing hospitals, at where people live and what services they are likely to need. For some hospitals, they have already decided whether they will be specialist or general hospitals. For other hospitals they are asking for your views: Specialist General Undecided Manchester Royal Infirmary Fairfield General Hospital Royal Albert Edward Infirmary (Wigan) Salford Royal Hospital Tameside General Hospital Bolton Royal Hospital Royal Oldham Hospital North Manchester General Wythenshaw Hospital Hospital Stepping Hill Hospital Rochdale Infirmary and Trafford General Hospital will not change as a result of this consultation. The consultation is asking which of the hospitals on the ‘undecided’ list you think should be a specialist hospital. Healthier Together say that we probably need one or two of these to be specialist hospitals. When thinking about how to answer the consultation questions you might find it helpful to think about: • Which hospital do you think of as your local hospital and what is expected to happen to it? • If you had do go to one of the specialist hospitals for treatment, how easy would it be to get there and back? • If you wanted to visit a family member or friend in one of the specialist hospitals, how easy would it be to get there and back? • If your local hospital is a general hospital, which specialist hospital would you prefer it to be linked to – and why? The full proposals can be accessed at www.healthiertogethergm.nhs.uk and the deadline for giving your responses is 30 September. Because this is a complex set of proposals we encourage you to spend some time thinking about your response. There will be a number of ways to find out more about what it may mean to you before the end of September. This briefing has been produced jointly by Healthwatch Oldham and Healthwatch Tameside. For more information: Healthwatch Oldham Healthwatch Tameside 0161 622 5700 0161 667 2526 info@healthwatcholdham.co.uk info@healthwatchtameside.co.uk 72