MRDC – Confidential 18th June Agenda Item 09/60 - 2 Future Activist Programme – Next Steps 1. Purpose 1.1 To inform MRDC of 3 projects that have started as part of the RCN’s Future Activist Programme. 2. Background 2.1 The RCN Future Activist Programme was launched in 2006. The purpose of the Programme is to develop a UK wide, competency based, framework that will facilitate consistency and quality in Activists’ learning and development across the four countries. It was agreed, when the Programme was launched, that the initial focus of the work should be on RCN Representatives. In April 2007 role descriptors were launched for Stewards, Safety Representatives and Learning Representatives. In April 2008 a mandatory Learning and Development Programme for RCN Representatives was launched in England. This Programme will be implemented in Scotland, Wales and Northern Ireland by 2010. A mentorship framework is currently under development, to further strengthen the support offered to all representatives in meeting the requirement to develop and maintain competence in an RCN role. This programme will also be professionally accredited with a UK provider and a project has now commenced to begin this quality assurance process. Details of this project can be found at Appendix 1. In addition, role descriptors for Branch Committee members have been agreed. A Branch Development Programme has been designed, agreed at UKCALD, and is now ready for UK implementation. One of the RCN’s operational objectives for 2009/10 is to complete and expand the RCN Future Activist programme UK wide. The RCN Future Activist Programme is now expanding, and learning and development programmes are in the design phase for active Forum members and Equality Representatives. The project plans can be found at Appendix 2 and 3. 2.2 2.3 2.4 2.5 3. Detail 3.1 The detail of the Professional Accreditation Project, the Forum Activist Development Programme and the Equality Representatives Development Programme can be found in Appendices 1, 2 and 3. 4. Resources, costs and implications 4.1 The design/development activity of UK programmes within the Future Activist Programme is funded through LD33, in the Learning and Development Institute. England implementation is also funded through LD33. Implementation in Scotland, Wales and Northern Ireland is funded through budgets held at a local level. Any additional resource requirements will be requested through the RCN’s business planning processes in the usual way. 1 MRDC – Confidential 18th June Agenda Item 09/60 - 2 5. Risks 5.1 The RCN Future Activist Programme was created to reduce the risk of activists receiving an inconsistent learning and development experience across the UK; no way of assessing the competence of RCN Representatives; a decline in the number of accredited representatives; with a potential decline in the quality of services provided to members. 5.2 This risk assessment, and the Future Activist workstreams that have been established to mitigate these risks, are monitored via the L&D Institute and Nursing and Service Delivery directorate management structure 6. Diversity 6.1 Diversity weaves through all aspects of the Future Activist Programme, both in the design phase and delivery. The RCN’s Diversity Adviser attends UKCALD to support and challenge the Committee to ensure diversity is an explicit element within all Programmes and Project Plans. Indeed the RCN Equality Representative work is an example of the high value placed upon diversity within the RCN. 7. UK-wide/Four country perspective 7.1 The Future Activist Programme has 4 Country involvement in all aspects of the design and Programme ‘sign-off’ at UKCALD. Continued UK involvement will be crucial to the success of this work. 8. Strategic plan 8.1 The Future Activist Programme enables the RCN to meet the following strategic objectives in the RCN’s strategic plan for 2008-2013: 1.3; 2.1; 2.2; 2.3; 2.4; 4.1; 5.1; 5.5; 5.6 and 8.1 9. Recommendations 9.1 MRDC are asked to note the continued expansion of the RCN Future Activist Programme and support the 3 Project Plans. Council Lead: Alan Mawbey Executive Lead: Janet Davies Originators: Sue Antrobus Input from: Lindsey Hayes, Mairead O’Siochru, Ann Jackson 2 MRDC – Confidential 18th June Agenda Item 09/60 - 2 Appendix 1 Nursing Directorate: Project Plan Project Title. RCN's Future Activist Programme: External Professional Accreditation of Learning and Development Pathways for RCN representatives (Phase 1) Project Lead. Mairead Project Sponsor. Geraldine Cunningham O'Siochru Start date. 01/05/09 Sue Antrobus Completion 01/04/10 date. Project Aims and Objectives. The RCN’s Future Activist programme will enable the RCN to better recruit, support, develop and retain active RCN members. The L&D pathway programmes have already been launched in England (April 2008) and will ultimately be delivered UK-wide to all newly accredited RCN representatives and activists (by 2010). In order to ensure the quality and consistency of the programme the RCN is seeking to gain professional accreditation from an external accreditation provider. Outcomes of the programme have already been mapped to ENTO national occupational standards and work is ongoing to ensure standardisation of programme delivery. The accreditation project will have three phases, namely: Phase 1: Review of the programme infrastructure and processes to prepare for accreditation Phase 2: Working towards and attaining professional accreditation Phase 3: Maintaining and developing accreditation This project plan outlines the purpose and terms of reference 3 MRDC – Confidential 18th June Agenda Item 09/60 - 2 and work streams for Phase 1. Purpose: To undertake a review of the current programme – to include the infrastructure and processes supporting its delivery – to identify actions that need to be taken internally prior to seeking external accreditation. Terms of reference: 1. To scrutinise the current structures and processes involved in delivering the L&D pathways. 2. To develop a programme manual to include all agreed structures and processes involved in supporting the delivery of the L&D pathways 3. To identify gaps in agreed structures and processes and other challenges to the standardised delivery of the pathway programmes. 4. To agree an action plan to address identified gaps/challenges to ensure successful delivery and monitoring of the L&D pathways. 5. To prepare a specification for external professional accreditation. 6. To identify potential external partners for external professional accreditation of the L&D pathway programmes. Benefits to the RCN. Benefits to the RCN. This programme of work will enable the RCN to prepare for successful professional accreditation of the Future Activist programme pathways and the creation of a positive partnership with an external accreditation provider. 1. Agreement and full documentation of structures and processes required to ensure standardisation of programme delivery across England. 2. Identification of changes/additions to structures and processes 4 MRDC – Confidential 18th June Agenda Item 09/60 - 2 required to support delivery of learning and development programmes to a consistent standard and quality. 3. Identification of challenges to standardisation and action plan to address these 4. Preparation of a specification to support professional accreditation 5. Identification of potential external accreditation partners Major milestones. Terms of reference 12 (Work Stream A) May 09 - Oct 09 Terms of reference 34 (Work Stream B) Oct 09 - Mar 10 Terms of reference 5 (Work Stream C) Oct 09 - Mar 10 Terms of reference 6 (Work Stream D) Jan 10 - Mar 10 What are the measurable The future activist programme is a sustained programme of success criteria? development which will in the first stage, over a 5 year period, be transforming the way in which the RCN delivers learning and development for TU representatives. Scrutinising and finalising the structures and processes that support the L&D programmes will ensure standardised delivery of high quality programmes to RCN representatives. The identification and addressing of gaps in current structures and processes will facilitate a successful move towards external professional accreditation of the programmes. Development of an accreditation specification will support agreement on an external partner for professional accreditation of the L&D programme pathways. Identify links & impacts on The Future Activist programme links with and impacts on all other Country and Regional offices and staff, ERD, Resource and projects/departments. Information and Knowledge Management teams in the 5 MRDC – Confidential 18th June Agenda Item 09/60 - 2 Institute, Branches and Boards, MRDC, Diversity and Equality unit, Nursing Department, UK Representatives committees. Phase 1 of this project will particularly link with and impact on work the Mentorship Framework project, the ULF project, Valuing Reps project, the review of the role of Officers and Assistant Officers and the review of the Learning Zone (to include the development of the e-portfolio tool). The outcomes of this project will inform and support the UK-wide roll out of the L&D programme pathways for representatives in Northern Ireland, Scotland and Wales. Links will also be made with other Future Activist projects to develop learning pathways for Equality Represnetatives and Forum Activists. Outline 4-country This is a UK programme of activity with stakeholder perspective. involvement across the UK. However, this activity for Phase 1 will be centred on scrutiny of the L&D programmes across England as the pathways have already been launched and are being delivered in the English regions. The outcomes of Phase 1 of this project will be shared with the other UK countries to inform and support roll-out of the L&D programme pathways UK-wide by 2010. Links to RCN Strategy. This project links to the following objectives in the RCN's strategic plan for 2008-2013: 1.1, 1.2, 1.3, 2.1, 2.2, 2.3, 3.6, 4.1, 4.2, 4.3, 8.1 and 9.3. Links to Directorate Ops This project links to the following deliverables in the Plan. Directorate Operational Plan 2009-2010: Strategic goal 1. Deliverables, 1, 2 and 4. Links to RCN KPIs. Identify training needs. Is a Budget Estimate OSCAR training No Is a Risk Assessment attached? No attached? 6 MRDC – Confidential 18th June Agenda Item 09/60 - 2 Submitted for approval: 06/04/2009 Agreed by UKCALD 28/04/2009 7 MRDC – Confidential 18th June Agenda Item 09/60 - 2 Appendix 2 Project Plan – Nursing Directorate Project Title. RCN UK Forum Activist Learning and Development Programme Project Lead Lindsey Hayes Project Sponsor. Tim Curry Sue Antrobus Anne Benson Start date. November 2008 Completion 1st phase –March date. 2010 Project Aims and The aim of the RCN Forum activist programme is to provide Objectives. learning and development opportunities to elected RCN forum activists which will facilitate their recruitment, support and on-going development. It is expected that through access to high quality learning and development opportunities, forum activists will ensure effective RCN representation, lobby to influence UK wide policy and enhance clinical practice in their given speciality. Purpose: To design, deliver and evaluate a forum development programme that clarifies roles and identifies the knowledge and skills required to be an effective, influential force for nurses and nursing and that enables the RCN to meet its strategic objectives. Objectives: 1. To agree the most appropriate approach to identifying the components of a development programme 2. To define and agree the roles/responsibilities of a) the forum chair and b) the forum steering committee 3. To explore and agree the most appropriate standards that will be used to underpin the role/responsibilities of a) the forum chair and b) the forum steering committee 4. To develop a L&D programme that reflects the needs of RCN forum member activists 8 MRDC – Confidential 18th June Agenda Item 09/60 - 2 5. To develop resource materials that support the delivery of the programme Benefits to the RCN. This programme of work will enable an integrated approach to the promotion of all RCN activists. Specifically it will support the lifelong learning and development pathway for the RCN representative ensuring integration of the representative journey, access to L&D opportunities, resources and ongoing mentorship/support. 1. Increase in the number of RCN forum activists because there is greater clarity of their role/responsibility 2. A consistent UK wide programme that attracts a wide range of forum activists 3. recognition of the range of work that forum activists undertake on behalf of the RCN 4. potential to increase the role satisfaction of the forum activist 5. potential for effective succession planning of forum activists 6. RCN can demonstrate the value of the forum activist role in the workplace 7. RCN is supported in achieving its strategic plan 8. a system that provides an equal opportunity for learning and development 9. skilled, knowledgeable forum activists who are able to lead the development of policy and practice within specialist areas, working with other forums as appropriate 10. potential to raise the profile of the RCN as a professional trade union Major milestones. Engage key stakeholders through discussion Conduct a series of UK wide member focus groups Feedback findings re role clarification and Nov ’08 – March ‘09 Jan’09 – July ‘09 May/June ‘09 9 MRDC – Confidential 18th June Agenda Item 09/60 - 2 What are the measurable success criteria? proposed programme outline to governance committees To develop role descriptors for a) forum chairs and b) forum steering committee members To develop and deliver a pilot induction programme for newly elected a) chairs and b) steering committee members To evaluate the pilot programme and make recommendations/imple ment changes prior to roll out of programmes Jan ’09 – July ‘09 August ’09 – December ‘09 November ’09 – March ‘10 The future activist programme is a sustained programme of activity that will, over a 5 year period, transform the way in which the RCN delivers training and development and supports the development of it’s trade union and professional representatives. An agreed L&D programme that supports the ability of the RCN to influence strategic professional policy and practice at a country, regional and local level. Any investment in forum activists should enable the RCN to focus on its professional activity and provide an expert resource to Council as well as ensuring that governance arrangements are robust. Identify links & impacts This programme specifically links to and impacts on: on other All country and regional offices and staff projects/departments. Resource and Information and Knowledge, Management and Representing and Influencing teams in the RCN Institute Nursing department UK activist committees Forum Governance Committee NDC, MRDC and Council RCN Forum rationalisation project RCN Mentorship programme OU strategic alliance Outline 4-country This is a UK programme of activity with stakeholder involvement perspective. across the UK Links to RCN Strategy. This programme will enable the RCN to meet the following Strategic Objectives: 10 MRDC – Confidential 18th June Agenda Item 09/60 - 2 Strategic goal 1. Build a membership organisation which values both the professional and trades union functions, and whose power is enhanced by their working together Strategic goal 2. Engage the full breadth of clinical and workforce talents, experience, and expertise of members and staff Strategic goal 3. Strengthen the RCN as the leading authority on nursing in health and social care Strategic goal 5. campaign for nursing, healthcare and patients Strategic goal 6. Strengthen accountability in our governance structure Strategic goal 8. Enabling structures and processes to value diversity Strategic goal 9. Build the RCN as a business to enable an efficient membership organisation Links to Directorate Ops Plan. 1.1 Complete and expand the Future Activist programme UKwide – to design, deliver and evaluate a forum development programme 6.74 Identify, develop and implement a range of agreed opportunities and resources to support the L&D needs of the Forums as they implement the rationalisation programme Links to RCN KPIs. 5.12 restructure and reposition our Campaign work, both internally through strengthening decision-making processes and externally by having broader and more planned recognition of external campaigns 6.14 delivery of the programme to both rationalise the number of Forums and strengthen their work through greater transparency in objective setting, operational planning and budgeting 9.21 Continue transition to e-Comms 11 MRDC – Confidential 18th June Agenda Item 09/60 - 2 Charter objective 2 Reporting on relationships, activities, alliances, and partnerships with other organisations Identify training needs. Staff delivering the programme elements will need to understand and be able to use a wiki. This requirement is also part of the RCN knowledge management strategy. Budget Estimate no Is a Risk Assessment attached? no attached? Submitted for approval: Agreed by Management Team. 12 MRDC – Confidential 18th June Agenda Item 09/60 - 2 Appendix 3 Project Plan - (RCN Accredited) Equality Representatives Project Title Learning & Development of (RCN Accredited) Equality Representatives Pilot Project [Revised – version 2] May 2009 Project Number Project Lead Ann Jackson Project Team Internal/member L&D Manager – Representing & Influencing – Sue Antrobus L&D Facilitator – Linda Mcbride L&D Facilitator – Accreditation – Mairead O’Siochru Membership Development Facilitator - Janet Maclean Senior Employment Relations Advisor – Gerry O’ Dwyer Representatives from Scotland (Ellen Hudson), NI (TBA) and Wales (TBA) 1. Background This L&D project is part of a wider RCN project led by the diversity co-ordinator to deliver a new RCN accredited role of Equality Representative. This has been commissioned by MRDC and agreed by the Executive team March 09. Within the L&D Institute, this project is part of the Future Activist Programme and reports into UKALD. The development of the role descriptors, the L&D pathway, the required resources and mentorship will follow a similar process to that for other RCN Representatives. In the last year, support for (accredited) Equality Representatives has grown considerably across the trade union movement. Unions like Unite, Amicus and the TUC have all secured funding from the UMF to develop equality representative roles further. There is a unique opportunity for the RCN to develop an explicit role for Equality Representatives to support members and employing organisations to deliver on equality & diversity – both in terms of compliance with public sector duties/forthcoming Equality Bill and to promote and support best practices. In addition to formal RCN representatives, the RCN has an existing resource in the 1000 Diversity Champions; particularly those who are not ‘active’ in the formal sense would consider becoming so if the Diversity Champions role could be accredited. Other trade unions have recognised that the Equality Representatives role creates an opportunity to grow their 13 MRDC – Confidential 18th June Agenda Item 09/60 - 2 membership and recruit from ‘non-traditional’ backgrounds. 2. Aims and Objectives Aim To ensure that L&D resources are available to support the RCN meet its commitment as stated in Strategic Plan number 8, to enable structures and processes that support diversity. Further there is a specific aspiration for the RCN to become a world class champion of diversity, equality and human rights and the role of the RCN accredited Equality Representative has the potential to provide a valuable resource in cases of discrimination for accredited representatives and at the same time provide expertise to individuals and organisations to support equality compliance and best practice. Objectives 1. Agree a defined role for RCN Equality Representatives that complements the roles of existing accredited activists using ENTO or other appropriate standard 2. To develop and implement relevant learning pathways and mentorship for (RCN accredited) Equality Representatives that meet the learning and support needs of the activists 3. Work in partnership with an employer to pilot the (RCN accredited) Equality Representatives via Diversity Unit 4. Undertake independent evaluation of the learning and development provided as well as the outcomes for the employing organisations Deliverables Link to Strategic Plan Defined role descriptor for Equality Representatives Defined learning pathway to accredit equality representatives with necessary resources and quality assurance mechanisms in place Independent evaluation of L&D project Mentorship arrangements in place to support continuing L&D Strategic Aim 8. To be a world-class champion of diversity, equality and human rights within the health and social care sector 3. Project Plan 3 Start Date April 2009 4 End Date March 2011 Milestones 1. Identify internal project group for Role Descriptor development & consultation Complete 2. Project Plan agreed by UKALD 28th April 09 3. EQIA screening 4. Role descriptors drafted, consulted and signed off by UKALD End May 09 October 09 5. Estimate financial resources and identify budget 14 MRDC – Confidential 18th June Agenda Item 09/60 - 2 for learning and development resources and pathway delivery 6. Develop resources and L&D pathway 7. Deliver (pilot) L&D pathway 8. Pilot site identified and necessary agreements secured for independent evaluation 9. Longer-term evaluation and formal launch of Equality Representative role 4. Action Plan (Recommendations) NB: Actions agreed to date Milestone Action 1 Project Plan to be agreed or recommended modifications at UKALD Agree additional involvement for 4 country Develop communication & consultation strategy to support the L&D project 2 3 Undertake Equality Impact Assessment screening – take to L&D E&D group for sign-off in agreement with Sue Antrobus Who Deadline UKAL D/L&D April 09 AJ/L& D Date Achieved June 09 AJ/L& D MO’S/ JM/AJ June 09 Small project team identified to develop draft role descriptors and agree process for wider consultation AJ/L& D/ER D April 09 1st meeting 30th April 09 Use congress fringe event to explore with members issues to be considered for the role L&D/D EC May 09 Not achieved 15 MRDC – Confidential 18th June Agenda Item 09/60 - 2 Milestone Action Who Deadline Date Achieved 4 Draft specific role descriptors L&D & ERD May 09 Revised to July 09 5 Drawing on evidence & research evaluation Using ENTO standards Consultation feedback Consult (UK-wide) & sign-off role descriptors UKAL D Agree with L&D Business Manager estimated costs for resource and pathway development AJ/L& D Oct 09 June 09 Oct 09 Agree process for commissioning material and resource development 6 Complete resource development to support Pathway L&D Jan 10 7 Deliver first pilot L&D pathway for Equality Representatives L&D/D EC Feb 10 8 Independent evaluation in place with Partner organisation ERD/ DEC/L & May 10 DEC/L &D/E RD Apr/May 11 9 Short-term emergent findings at Congress fringe Congress fringe: Communication event – formal launch Feedback results from evaluation 16 MRDC – Confidential 18th June Agenda Item 09/60 - 2 5. Interdependencies Interdependency Department Interdependencies as per the wider project plan to develop (RCN Accredited) Equality Representatives: DEC/Governa nce/ERD/Com ms Communications strategy to communicate progress/key messages to the wider membership Governance support to structurally embed these roles Achievement of TULCRA accreditation Who 6. Assumptions (as per wider project plan) Funding for this project will be supported by the RCN and by departments by placing these milestones and associated actions within the scope of the operational planning and budgeting appropriately as part of the annual operational planning cycle Support for this project is assumed from the existing corporate diversity and equality champions Successful enactment of the Equalities Bill (scheduled for the current parliamentary session) 7. Constraints and risks Constraints Legal – currently there is no statutory protection for Equality Representatives and this constrains our approach with employers and means that we will have to create a convincing business case in the light of enhanced anti-discriminatory legislation being passed late in 2009 alongside a renewed emphasis on the provisions of the Human Rights Act. Risks Failure to secure binding agreement with the pilot site and generate an accredited role will have significant risk to RCN reputation given our strategic level commitments around equality, diversity and human rights. Failure to secure an agreement which affords appropriate protection for potential equality representatives could place their employment at risk. In order to mitigate this risk it is essential that we secure consensus from NHS employers to reduce/eliminate this risk. Failure to capitalise on the work already done with the RCN Diversity Champions will place the RCN on an unusual footing across the trade union sector as support for the equality representatives role is set to grow and attract new and diverse groups into membership within a difficult operating environment. 8. Costs 17 MRDC – Confidential 18th June Agenda Item 09/60 - 2 Resource Estimated Days Estimated Cost Total time tbc Member time tbc Accommodation tbc Travel tbc Training and development tbc Officer time tbc Allocated Budget: £12,000 9. Out of Scope (Future Recommendations) Campaigning for a change in TULCRA status for equality representatives remains out of scope for this project as this remains the responsibility of the Parliamentary Unit and may only be fully realised some years after this pilot project has ended 18