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Transcript
Slide 1
Finance Educators in Practice How we have made finance
education real at UHCW Pam Kaur - Group Finance Manager
Slide 2
UHCW JOURNEY
Slide 3
Drivers Why training? Have you received any type of financial
training? UHCW Finance Strategy
Slide 4
A reminder of the goal
Slide 5
UHCW Journey Develop Plans (April 2014) Deliver Training (June
2014) Act on feedback and extend coverage (ONGOING) Finance
Educators and Leadership Programmes
Slide 6
Key milestones Develop finance and training strategyApril 2014
Hold FFF workshop at UHCWMay 2014 Commence basic finance training
sessionsJune 2014 Feedback to FFF and WM HFMAJune 2014 Establish
UHCW FFF steering group July 2014 Roll out HFMA e-learning
modulesAugust 2014 Staff survey and FFF follow up event at
UHCWSeptember 2014 Refinement of training workshops October 2014
Integration with UHCW Leadership Programme November December 2014
Launch Finance Educators December 2014 Roll out advanced
trainingJanuary 2015 Run National Train the Trainer Days January -
February 2015 Continuous review, feedback and
improvementOngoing
Slide 7
From ideas
Slide 8
to action!
Slide 9
What have we offered? Basic finance training mandatory for
budget holders and authorised signatories over a three year period
but also open to the wider organisation for those who wish to
develop their finance knowledge and skills. Advanced finance
training day for those with a managerial responsibility and again
open to the wider organisation for those who wish to develop their
knowledge and skills. HFMA e-learning modules for finance staff and
the wider organisation. Knowledge awareness sessions to develop a
wider understanding of our finance function, changes on the UHCW
and NHS horizon, and sharing best practice. Primarily aimed at
finance staff.
Slide 10
STAFF FEEDBACK
Slide 11
Feedback from survey
Slide 12
Feedback on training We have held 9 successful training
workshops with 150 attendances from a variety of staff groups
across the Trust. Training was advertised in UHCW newsletter
INTOUCH and through various Trust communications and forums. What
does the feedback tell us? The feedback on training has been very
positive so far with more than half of delegates rating the
training overall as good. Stakeholder feedback so far has shown a
growing interest for more in depth finance training and results are
outlined on the following charts by staff group.
Slide 13
Feedback Charts
Slide 14
Next steps for us A reminder of the benefits of embedding
financial awareness are:- Improving stakeholders engagement in and
understanding of finance Raising the profile and visibility of
finance Developing a sustainable finance training and development
plan Help us and our stakeholders focus on value not just cost
Understand the impact of our decisions on clinical care Provide
support for staff Basic budget holder training has been established
with the next stage to develop advanced modules and incorporate
these as masterclasses within UHCW Leadership Programme. Our top
100 leaders will be the first to access this. The aim is to extend
coverage across the nursing and medical workforce, particularly
aspiring consultants and clinical leads. A session with training
doctors is planned in March 2015.
Slide 15
Thank you A big 'thank you' right back at you too; it was a
refreshing way of presenting what in essence is a very dry topic,
and your enthusiasm as well as the other speakers made it very
worth while and educational. It's the first time I have heard
'accountants' (no offence!) actually empathise with operational
management and clinicians in terms of what we all face. It is this
collaborative approach that will result in a win-win situation as
we can move forward as a team, however hard it all is.