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Dave Stocks FOUNDATION TRUST UNIT. SHA DD Review of FT trajectory against assurance process. XXXX NHS trust Date (adapted from the South East Coast SHA ‘diagnostic’). Overview. The Trusts FT trajectory has been reviewed and evidenced against 6 of the DH assurance domains.

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Dave stocks foundation trust unit

Dave Stocks

FOUNDATION TRUST UNIT


Sha dd review of ft trajectory against assurance process
SHA DD Review of FT trajectory against assurance process

XXXX NHS trust

Date

(adapted from the South East Coast SHA ‘diagnostic’)


Overview
Overview

  • The Trusts FT trajectory has been reviewed and evidenced against 6 of the DH assurance domains.

  • A summary of outstanding issues for the Trust, SHA and DH that impact on the timeline have been set out

  • The trusts resulting timeline reflects the earliest date to Monitor application in the absence of issues being resolved.

XXX Trust


Dave stocks foundation trust unit

Summary of issues – overall trust has a number of areas to work XXXX

Issues

Timeline

Area

  • XX

  • XX

  • XX

Isthe applicant financially viable?

Good business strategy

Mmm-yy

  • XX

  • XX

  • XX

  • XX

  • XX

Is the applicant financially viable?

Financially viable

Mmm-yy

Is the applicant well governed?

Well governed

Mmm-yy

  • XX

  • XX

Is the applicant well governed?

Capable board to deliver

Mmm-yy

  • XX

Is the applicant well governed?

Good serviceperformance

Mmm-yy

  • XX

  • XX

Is the applicant well governed?

  • XX

  • XX

  • XX

LHE issues/External relations

Mmm-yy

MMM-yy

Overall timeline to Monitor

XXX Trust

Note:* XXXX


Dave stocks foundation trust unit

DH Assurance – Financial Viability - Good business strategy

Issue and evidence

Timeline

Area

  • Strategic fit with SHA direction of travel

  • Commissioner support to strategy

  • Takes account of local/national issues

  • Good market, PEST/SWOT analyses

  • XX

    • XX

    • XX

    • XX

    • XX

    • XX

    • XX

    • XX

    • xx

  • XX

    • XX

    • XX

    • XX

  • XX

    • XX

    • XX

    • XX

  • XX

    • XX

    • XX

    • XX

Mmm-yy

Note where each issue results in clearly different timelines they should be shown separately

XXX Trust

Sources: XXX


Dave stocks foundation trust unit

DH Assurance – financial viability - Financially viable strategy

Issue and evidence

Timeline

Area

  • Issue 1

    • XX

    • XX

    • XX

  • Issue 2

    • XX

    • XX

    • XX

  • Issue 3

    • XX

    • XX

    • XX

  • Assumptions revision

    • XX

    • XX

    • XX

  • Commissioner issue 1

    • XX

    • XX

    • XX

    • XX

  • Financial Risk Rating of at least 3 under a downside scenario

  • Surplus by year 3 under a downside scenario

  • Above underpinned by a set of reasonable assumptions eg CIPs, PFI capex plans etc

  • Commissioner support for activity/ service development assumptions

Mmm-yy

Note where each issue results in clearly different timelines they should be shown separately

XXX Trust

Sources: XX


Dave stocks foundation trust unit

DH Assurance – Governance - Well governed strategy

Issue and evidence

Timeline

Area

  • ALE score

    • XX

    • XX

  • Breakeven duty

    • XX

  • SIC issues

    • XX

    • XX

    • XX

  • HCC core standards declaration

    • XX unmet, YY insufficient assurance

  • Additional work on risk management systems

    • BAF issues

    • XX

    • XX

    • XX

    • XX

  • Evidence of meeting statutory targets

  • Declaring full compliance or robust action plan in place

  • Robust, comprehensive and effective Risk Mgmt & Performance Mgmt systems in place which are proven to effect decision making

Mmm-yy

Note where each issue results in clearly different timelines they should be shown separately

XXX Trust

Sources: xx


Dave stocks foundation trust unit

DH Assurance – Governance - Capable Board to deliver strategy

Issue and evidence

Timeline

Area

  • Issue 1

    • XX

    • XX

    • XX

    • XX

  • Issue 2

    • XX

    • XX

    • XX

    • XX

    • XX

    • XX

  • SLR in place?

    • SLR in place?

    • Board reporting changed?

  • Anything from board papers?

    • ZZZZ

  • Evidence of reconciliation of skills/exp to requirements of the strategy

  • Evidence of independent analysis of board capability/capacity

  • Evidence of learning appetite via FT processes

  • Evidence of effective, evidence based decision making processes

Mmm-yy

Note where each issue results in clearly different timelines they should be shown separately

XXX Trust

Sources: XX


Dave stocks foundation trust unit

DH Assurance – Governance - Good service performance strategy

Issue and evidence

Timeline

Area

  • SHA performance reports

    • 18 weeks

    • HCAIs – MRSA and Cdiff –

    • A&E –

  • HCC rating 06/07

    • Use of resources - XX

    • Quality/service - XX

    • Data quality ??

    • Internal audit ??

    • HSE??

    • Complaints?

    • Continued poor performance on patient survey.

    • Maternity review?

    • Staff survey?

  • Benchmarking?

    • XXX

  • Evidence of meeting all statutory and national/local targets

  • Evidence of no issues/concerns/reports from 3rd parties e.g. HCC

  • Evidence that delivery is meeting/exceeding plans

Mmm-yy

Note where each issue results in clearly different timelines they should be shown separately

XXX Trust

Sources: XX


Dave stocks foundation trust unit

DH Assurance – Governance - LHE issues/external relations strategy

Issue and evidence

Timeline

Area

  • XX

    • XX

    • XX

    • XX

    • XX

    • XX

  • XX

    • XX

    • XX

    • XX

  • XX

    • XX

    • XX

    • XX

  • XX

    • XX

    • XX

    • XX

    • XX

    • XX

  • If LHE FRPs in place does the application adequately reflect this

  • Any commissioner disinvestment/contestability not reflected

  • Effective and appropriate contractual relations in place

  • Other key stakeholders such as LAs,SHAs, other trusts etc

Mmm-yy

Note where each issue results in clearly different timelines they should be shown separately

XXX Trust

Sources: XX


Dave stocks foundation trust unit

Trust name: XXXXXXX strategyNHS Trust

Turnover: £xxxm beds XXX xx hospitals xxsites SHA: XXXX

Apps Cttee Dec

S

NS

Legally Constituted

Compliant constitution

Due consultation

G

Members

Representative

Numbers (ex staff)

Business Strategy

Strategic fit with SHA direction of travel

Market assessment

G

G

G

G

G

xxxx

G

G

Financially Viable

08/09

09/10

10/11

11/12

12/13

13/14

08/09

09/10

10/11

11/12

12/13

13/14

G

Base Case Normalised I&E

Downside Case Normalised I&E

Robustness of assumptions:

Linkage with IBP

(£0.9m)

£4.9m

£4.6m

£3.3m

£5.4m

£5.7m

G

FRR Base

FRR D/Side

2

3

3

3

4

4

£

£

£

£

£

£

-

-

-

G

3

3

2

3

3

A

Statutory BE duty

G

PPI duty

G

G

PBC duty Base

D/Side

G

Well Governed

HDD

Robust risk & perf mngmnt systems

HCC Rating 06/07 UoR

G

Capable Board

Board capacity/capability

Effective evidence based decision making

G

G

LHE issues

Commissioner Support

Effective contractual relations

G

G

G

G

G

G

G

G

Other information -

Audit Commission / Public interest / S19 / independent reports

-

G

Service Performance

Current Performance

HCC Rating 06/07 QoS - Core Standards

QoS - Existing national targets

New national targets

G

G

G

G

G


Accelerating the flow of nhs foundation trusts
ACCELERATING THE FLOW OF NHS FOUNDATION TRUSTS strategy

  • December 2008 - Final SHA trajectories submitted to DH including those who will not apply by deadline

  • December 2009 - Agreed clear plans for any trust considered unable to achieve FT status within the timescale

  • December 2010 - SofS sign-off for final FT applicants